Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
Insider Information:   Burke Donald C
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   16    
Direct Shares   77,114    

Indirect Shares

   0      
Direct Value   $1,642,295    

Indirect Value

   $0      
Total Shares   77,114      
Total Value   $1,642,295      


Blackrock Muniholdings Fund Inc $40,290 Blackrock Muniholdings Insured Fund Inc $48,137 Blackrock Munivest Fund II Inc $19,404 Blackrock Muniyield Quality Fund II Inc $22,220 Blackrock Muniholdings Fund II Inc $58,880 Avista Corp $1,120,065 DTF Tax Free Income Inc $163,827 Duff & Phelps Global Utility Income Fund Inc. $26,312 DNP Select Income Fund Inc $59,487 Virtus Global Multi-Sector Income Fund $14,980 Virtus Global Dividend & Income Fund Inc $14,562 Stone Harbor Emerging Markets Total Income Fund $5,020 Allianzgi Nfj Div Interest $16,520 Allianzgi Artificial Intelligence & Technology Opportunities Fund $16,340 AllianzGI Equity & Convertible Income Fund $16,250 Blackrock Muniholdings Fund Inc $40,290 Blackrock Muniholdings Insured Fund Inc $48,137 Blackrock Munivest Fund II Inc $19,404 Blackrock Muniyield Quality Fund II Inc $22,220 Blackrock Muniholdings Fund II Inc $58,880 Avista Corp $1,120,065 DTF Tax Free Income Inc $163,827 Duff & Phelps Global Utility Income Fund Inc. $26,312 DNP Select Income Fund Inc $59,487 Virtus Global Multi-Sector Income Fund $14,980 Virtus Global Dividend & Income Fund Inc $14,562 Stone Harbor Emerging Markets Total Income Fund $5,020 Allianzgi Nfj Div Interest $16,520 Allianzgi Artificial Intelligence & Technology Opportunities Fund $16,340 AllianzGI Equity & Convertible Income Fund $16,250
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    4   
    1    

     Stock price went up :
    2   
    1    
     Stock price went down :
    2   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
   -6.5%
 9.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Blackrock Muniholdings Fund Inc MHD Treasurer 2003-09-12 3,400 2003-09-12 0    Premium*  
            Blackrock Muniholdings Insured F... MUS Treasurer 2003-09-12 3,700 2003-09-12 0    Premium*  
            Blackrock Munivest Fund II Inc MVT President and CEO 2007-12-10 1,800 2007-12-10 0    Premium*  
            Blackrock Muniyield Quality Fund... MQT President and CEO 2007-12-10 2,200 2007-12-10 0    Premium*  
            Blackrock Muniholdings Fund II Inc MUH Treasurer 2003-02-07 4,000 2003-02-07 0    Premium*  
            Avista Corp AVA Director 2024-05-03 29,138 2011-08-09 0    Premium*  
            DTF Tax Free Income Inc DTF Director 2014-09-29 15,030 2014-09-29 0    Premium*  
            Duff & Phelps Utility & Corporat... DUC Director 2021-03-08 0 2014-09-29 0    Premium*  
            Duff & Phelps Global Utility Inc... DPG Director 2014-09-29 2,600 2014-09-29 0    Premium*  
            DNP Select Income Fund Inc DNP Director 2021-03-08 6,783 2014-09-29 0    Premium*  
            Virtus Global Multi-Sector Incom... VGI Director 2020-01-01 2,000 0    Premium*  
            Virtus Global Dividend & Income ... ZTR Director 2022-09-21 2,667 0    Premium*  
            Stone Harbor Emerging Markets To... EDI Director 2023-01-23 1,000 2023-01-23 0    Premium*  
            Allianzgi Nfj Div Interest NFJ Director 2023-06-28 1,244 2023-06-28 0    Premium*  
            Allianzgi Artificial Intelligenc... AIO Director 2023-06-28 832 2023-06-28 0    Premium*  
            AllianzGI Equity & Convertible I... NIE Director 2023-06-28 720 2023-06-28 0    Premium*  
* Premium Members only  

Records found :    45         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 1 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
AVA Avista Corp Director   –       •      –    2011-08-09 4 A $21.39 $40,812 D/D 1,908 1,908 0 -
AVA Avista Corp Director   –       •      –    2011-09-06 4 A $24.03 $5,983 D/D 249 2,157 0 -
AVA Avista Corp Director   –       •      –    2012-05-14 4 A $25.77 $75,996 D/D 2,949 5,106 0 -
AVA Avista Corp Director   –       •      –    2013-05-13 4 A $28.80 $65,981 D/D 2,291 7,397 0 -
AVA Avista Corp Director   –       •      –    2014-05-14 4 A $31.94 $65,988 D/D 2,066 9,463 0 -
AVA Avista Corp Director   –       •      –    2014-09-12 4 A $32.61 $1,044 D/D 32 9,495 0 -
AVA Avista Corp Director   –       •      –    2015-05-27 4 A $31.89 $49,972 D/D 1,567 11,062 0 -
AVA Avista Corp Director   –       •      –    2015-09-01 4 A $31.39 $4,991 D/D 159 11,221 0 -
AVA Avista Corp Director   –       •      –    2016-05-17 4 A $41.17 $64,966 D/D 1,578 12,799 0 -
AVA Avista Corp Director   –       •      –    2016-09-02 4 A $40.52 $1,661 D/D 41 12,840 0 -
AVA Avista Corp Director   –       •      –    2017-05-12 4 A $41.16 $69,972 D/D 1,700 14,540 0 -
AVA Avista Corp Director   –       •      –    2017-09-27 4 A $51.49 $1,648 D/D 32 14,572 0 -
AVA Avista Corp Director   –       •      –    2018-05-23 4 A $52.56 $74,951 D/D 1,426 15,998 0 -
AVA Avista Corp Director   –       •      –    2019-03-13 4 A $41.45 $18,735 D/D 452 16,450 0 -
AVA Avista Corp Director   –       •      –    2019-06-13 4 A $44.25 $18,718 D/D 423 16,873 0 -
AVA Avista Corp Director   –       •      –    2019-09-11 4 A $47.14 $22,486 D/D 477 17,350 0 -
AVA Avista Corp Director   –       •      –    2019-12-11 4 A $47.21 $22,472 D/D 476 17,826 0 -
AVA Avista Corp Director   –       •      –    2020-05-14 4 A $36.35 $89,966 D/D 2,475 20,301 0 -
DNP DNP Select Income Fund In... Director   –       •      –    2021-03-08 4 A $0.00 $0 D/D 1,583 6,783 0 -
AVA Avista Corp Director   –       •      –    2021-05-13 4 A $45.69 $89,964 D/D 1,969 22,270 0 -
AVA Avista Corp Director   –       •      –    2021-09-01 4 A $41.85 $6,654 D/D 159 22,429 0 -
AVA Avista Corp Director   –       •      –    2022-05-16 4 A $42.89 $109,970 D/D 2,564 24,993 0 -
AVA Avista Corp Director   –       •      –    2022-09-01 4 A $40.63 $4,997 D/D 123 25,116 0 -
AVA Avista Corp Director   –       •      –    2023-05-15 4 A $44.02 $124,973 D/D 2,839 27,955 0 -
AVA Avista Corp Director   –       •      –    2023-09-01 4 A $33.29 $1,665 D/D 50 28,005 0 -
  45  Records found
  1  2      
  Page 1 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us