| |
| |
|
| Insider
Information: |
Morgan Allen B Jr |
| Relationship: |
Director |
| City: |
Memphis |
| State: |
TN |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
3,655,850 |
|
|
Indirect Shares
|
400,136 |
|
|
| Direct
Value |
$73,456,209 |
|
|
|
Indirect Value
|
$8,074,744 |
|
|
| Total
Shares |
4,055,986 |
|
|
| Total
Value |
$81,530,953 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Helios High Income Fund Inc |
HIH |
Director |
2003-09-03 |
10,000 |
2003-09-02 |
0 |
Premium* |
|
|
Helios Strategies Income Fund Inc |
HSA |
Director |
2004-05-17 |
2,000 |
2004-05-17 |
0 |
Premium* |
|
|
Regions Financial Corp |
RF |
Former Director |
2008-02-19 |
3,640,050 |
2008-02-19 |
400,136 |
Premium* |
|
|
Helios Advantage Income Fund Inc |
HAV |
Director |
2005-03-22 |
800 |
2005-03-22 |
0 |
Premium* |
|
|
Helios Multi-Sector High Income ... |
HMH |
Director |
2007-06-27 |
3,000 |
2007-06-27 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
30 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HIH |
Helios High Income Fund I... |
Director |
– • – |
2003-09-02 |
4 |
B |
$14.95 |
$139,035 |
D/D |
9,300 |
9,300 |
2.39 |
- |
|
| RF |
Regions Financial Corp |
Chm, Mrgn Kgn; VChm, Regions |
• • – |
2004-09-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,000 |
3,715,291 |
|
- |
|
| RF |
Regions Financial Corp |
Chm, Mrgn Kgn; VChm, Regions |
• • – |
2005-06-30 |
5 |
GD |
$0.00 |
$0 |
D/D |
30,000 |
3,686,183 |
0 |
- |
|
| RF |
Regions Financial Corp |
officerTitle |
• • – |
2006-01-26 |
4 |
GA |
$0.00 |
$0 |
I/I |
31,110 |
129,298 |
|
- |
|
| RF |
Regions Financial Corp |
officerTitle |
• • – |
2006-01-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
31,765 |
3,648,484 |
|
- |
|
30 Records found
|
|
Page 2 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 |
| |
|
|
|
|
|
