| |
| |
|
| Insider
Information: |
Burke Donald C |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
16 |
|
| Direct
Shares |
73,581 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$1,453,959 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
73,581 |
|
|
| Total
Value |
$1,453,959 |
|
|
|
|
|
|
|
|
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%
|
 1.9%
|
| |
|
|
|
|
|
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 |
2023-12-01 |
25,605 |
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* |
|
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
– • – |
2023-12-01 |
4 |
S |
$34.46 |
$82,704 |
D/D |
(2,400) |
25,605 |
0 |
% |
|
| AVA |
Avista Corp |
Director |
– • – |
2023-09-01 |
4 |
A |
$33.29 |
$1,665 |
D/D |
50 |
28,005 |
0 |
- |
|
| NIE |
AllianzGI Equity & Conver... |
Director |
– • – |
2023-06-28 |
4 |
B |
$20.85 |
$15,000 |
D/D |
720 |
720 |
2.39 |
% |
|
| AIO |
Allianzgi Artificial Inte... |
Director |
– • – |
2023-06-28 |
4 |
B |
$18.04 |
$15,000 |
D/D |
832 |
832 |
2.39 |
% |
|
| NFJ |
Allianzgi Nfj Div Interes... |
Director |
– • – |
2023-06-28 |
4 |
B |
$12.06 |
$15,000 |
D/D |
1,244 |
1,244 |
2.39 |
- |
|
| AVA |
Avista Corp |
Director |
– • – |
2023-05-15 |
4 |
A |
$44.02 |
$124,973 |
D/D |
2,839 |
27,955 |
0 |
- |
|
| EDI |
Stone Harbor Emerging Mar... |
Director |
– • – |
2023-01-23 |
4 |
B |
$6.32 |
$6,320 |
D/D |
1,000 |
1,000 |
2.39 |
% |
|
| ZTR |
Virtus Global Dividend & ... |
Director |
– • – |
2022-09-21 |
4 |
B |
$6.96 |
$4,642 |
D/D |
667 |
2,667 |
2.31 |
% |
|
| AVA |
Avista Corp |
Director |
– • – |
2022-09-01 |
4 |
A |
$40.63 |
$4,997 |
D/D |
123 |
25,116 |
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 |
– • – |
2021-09-01 |
4 |
A |
$41.85 |
$6,654 |
D/D |
159 |
22,429 |
0 |
- |
|
| AVA |
Avista Corp |
Director |
– • – |
2021-05-13 |
4 |
A |
$45.69 |
$89,964 |
D/D |
1,969 |
22,270 |
0 |
- |
|
| DNP |
DNP Select Income Fund In... |
Director |
– • – |
2021-03-08 |
4 |
A |
$0.00 |
$0 |
D/D |
1,583 |
6,783 |
0 |
- |
|
| DUC |
Duff & Phelps Utility & C... |
Director |
– • – |
2021-03-08 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,500) |
0 |
0 |
- |
|
| AVA |
Avista Corp |
Director |
– • – |
2020-05-14 |
4 |
A |
$36.35 |
$89,966 |
D/D |
2,475 |
20,301 |
0 |
- |
|
| VGI |
Virtus Global Multi-Secto... |
Director |
– • – |
2020-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,000 |
|
% |
|
| ZTR |
Virtus Global Dividend & ... |
Director |
– • – |
2020-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,000 |
|
% |
|
| AVA |
Avista Corp |
Director |
– • – |
2019-12-11 |
4 |
A |
$47.21 |
$22,472 |
D/D |
476 |
17,826 |
0 |
- |
|
| AVA |
Avista Corp |
Director |
– • – |
2019-09-11 |
4 |
A |
$47.14 |
$22,486 |
D/D |
477 |
17,350 |
0 |
- |
|
| AVA |
Avista Corp |
Director |
– • – |
2019-06-13 |
4 |
A |
$44.25 |
$18,718 |
D/D |
423 |
16,873 |
0 |
- |
|
| AVA |
Avista Corp |
Director |
– • – |
2019-03-13 |
4 |
A |
$41.45 |
$18,735 |
D/D |
452 |
16,450 |
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 |
– • – |
2017-09-27 |
4 |
A |
$51.49 |
$1,648 |
D/D |
32 |
14,572 |
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 |
– • – |
2016-09-02 |
4 |
A |
$40.52 |
$1,661 |
D/D |
41 |
12,840 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
|
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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 |
| |
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