| |
| |
|
| Insider
Information: |
Owens James W |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
374,304 |
|
|
Indirect Shares
|
192,760 |
|
|
| Direct
Value |
$105,404,646 |
|
|
|
Indirect Value
|
$66,678,688 |
|
|
| Total
Shares |
567,064 |
|
|
| Total
Value |
$172,083,334 |
|
|
|
|
|
|
|
|
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  |
 |
Caterpillar Inc |
CAT |
Director |
2010-09-13 |
264,259 |
2010-09-13 |
181,177 |
Premium* |
|
|
Howmet Aerospace Inc |
HWM |
Director |
2010-10-20 |
10,000 |
2010-10-20 |
5,025 |
Premium* |
|
|
International Business Machines ... |
IBM |
|
2014-07-23 |
3,282 |
2018-10-31 |
6,000 |
Premium* |
|
|
Morgan Stanley |
MS |
Director |
2018-05-24 |
82,783 |
2011-02-01 |
0 |
Premium* |
|
|
Alcoa Upstream Corp |
AA |
Director |
2019-05-10 |
13,980 |
2019-05-10 |
558 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
80 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CAT |
Caterpillar Inc |
Group President |
• – – |
2003-08-28 |
4 |
A |
$0.00 |
$0 |
I/I |
17,569 |
58,503 |
|
- |
|
| CAT |
Caterpillar Inc |
Chairman of the Board/CEO |
• • – |
2005-03-01 |
4 |
A |
$96.02 |
$960,200 |
D/D |
10,000 |
40,447 |
|
- |
|
| CAT |
Caterpillar Inc |
Chairman of the Board/CEO |
• • – |
2007-04-02 |
4 |
A |
$66.59 |
$332,925 |
D/D |
5,000 |
156,775 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2011-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,794 |
2,794 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2011-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
10,249 |
13,048 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2013-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
10,301 |
46,273 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2014-05-13 |
4 |
A |
$0.00 |
$0 |
D/D |
8,219 |
54,771 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2015-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
6,470 |
61,943 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2016-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
9,525 |
72,461 |
0 |
- |
|
| AA |
Alcoa Upstream Corp |
Director |
– • – |
2016-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,078 |
3,189 |
0 |
- |
|
| AA |
Alcoa Upstream Corp |
Director |
– • – |
2017-05-12 |
4 |
A |
$0.00 |
$0 |
D/D |
3,775 |
6,964 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2017-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
5,991 |
79,668 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2017-11-22 |
4 |
A |
$49.25 |
$50,833 |
D/D |
1,032 |
81,339 |
0 |
- |
|
| AA |
Alcoa Upstream Corp |
Director |
– • – |
2018-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,224 |
9,188 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2018-05-24 |
4 |
A |
$53.74 |
$47,500 |
D/D |
884 |
82,783 |
0 |
- |
|
| AA |
Alcoa Upstream Corp |
Director |
– • – |
2019-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
4,792 |
13,980 |
0 |
- |
|
| HWM |
Howmet Aerospace Inc |
Director |
– • – |
2005-10-18 |
4 |
B |
$23.32 |
$100,259 |
I/I |
4,300 |
5,025 |
2.1 |
- |
|
| HWM |
Howmet Aerospace Inc |
Director |
– • – |
2010-10-20 |
4 |
B |
$12.73 |
$127,300 |
D/D |
10,000 |
10,000 |
2.39 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2011-08-02 |
4 |
B |
$22.04 |
$110,200 |
D/D |
5,000 |
18,048 |
2.39 |
- |
|
| IBM |
International Business Ma... |
|
– • – |
2017-05-16 |
4 |
B |
$153.19 |
$263,180 |
I/I |
1,718 |
5,000 |
0.01 |
- |
|
| IBM |
International Business Ma... |
|
– • – |
2018-10-31 |
4 |
B |
$114.66 |
$114,673 |
I/I |
1,000 |
6,000 |
0.01 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2003-07-18 |
4 |
D |
$64.63 |
$1,981,685 |
D/D |
(30,662) |
51,617 |
|
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2003-08-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(17,569) |
33,595 |
|
- |
|
| CAT |
Caterpillar Inc |
Vice Chairman |
• – – |
2004-01-20 |
4 |
D |
$83.11 |
$67,568 |
D/D |
(813) |
31,318 |
|
- |
|
| CAT |
Caterpillar Inc |
Chairman of the Board/CEO |
• • – |
2005-03-02 |
4 |
D |
$97.21 |
$2,836,511 |
D/D |
(29,179) |
61,268 |
|
- |
|
80 Records found
|
|
Page 1 of 4 |
| |
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 |
| |
|
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|
