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Insider Information:   Daley William M
Relationship:  
City:   San Antonio
State:   TX
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   265,828    

Indirect Shares

   87,960      
Direct Value   $39,297,943    

Indirect Value

   $3,937,469      
Total Shares   353,788      
Total Value   $43,235,412      


AT&T Corp $236,173 Boston Properties Inc $131,021 Abbott Laboratories $1,667,544 Boeing Co $209,800 JP Morgan Chase & Co $33,684,500 Bank of New York Mellon Corp $321,993 Wells Fargo & Co $3,046,912 AT&T Corp $236,173 Boston Properties Inc $131,021 Abbott Laboratories $1,667,544 Boeing Co $209,800 JP Morgan Chase & Co $33,684,500 Bank of New York Mellon Corp $321,993 Wells Fargo & Co $3,046,912
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   0.0   
     Percentage Gain/Loss :
   -38.7%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            AT&T Corp T President 2004-05-15 13,983 2004-05-15 29,798    Premium*  
            Boston Properties Inc BXP Director 2006-05-10 2,117 2004-05-12 0    Premium*  
            Abbott Laboratories ABT Director 2010-04-23 15,736 2004-11-10 0    Premium*  
            Boeing Co BA Director 2006-08-02 1,250 0    Premium*  
            JP Morgan Chase & Co JPM Vice Chairman 2011-01-06 175,678 0    Premium*  
            Bank of New York Mellon Corp BK Vice Chairman 2019-07-18 5,700 2019-07-18 5,650    Premium*  
            Wells Fargo & Co WFC 2024-03-05 51,364 2024-03-05 52,512    Premium*  
* Premium Members only  

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

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  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
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       –      –    2024-03-05 4 OE $0.00 $0 D/D 63,051 83,501 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       –      –    2024-03-05 4 D $56.60 $1,818,969 D/D (32,137) 51,364 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2024-02-05 4 OE $48.70 $312,100 D/D 6,409 20,451 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2024-02-05 4 OE $0.00 $0 D/D 39,770 26,859 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2024-02-05 4 D $48.70 $628,764 D/D (12,911) 13,654 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       –      –    2023-10-27 3 IO $0.00 $0 D/D 0 0 %
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       –      –    2023-10-27 3 IO $0.00 $0 I/I 0 52,512 %
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2023-03-15 4 D $38.35 $85,384 D/D (2,217) 41,331 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2023-03-15 4 OE $0.00 $0 D/D 4,833 42,042 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2023-02-05 4 D $47.58 $568,885 D/D (11,956) 38,563 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2023-02-05 4 OE $0.00 $0 D/D 25,781 43,849 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-12-15 4 D $41.37 $158,560 D/D (3,833) 24,738 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-12-15 4 OE $0.00 $0 D/D 8,322 28,570 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-03-15 4 D $50.11 $38,225 D/D (763) 20,041 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-03-15 4 OE $0.00 $0 D/D 1,566 20,804 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-02-05 4 OE $0.00 $0 D/D 14,448 25,207 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-02-05 4 D $56.33 $341,446 D/D (6,062) 19,145 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-12-15 4 D $48.90 $176,080 D/D (3,601) 10,759 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-12-15 4 OE $0.00 $0 D/D 8,127 14,360 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-03-15 4 D $39.70 $31,090 D/D (783) 6,180 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-03-15 4 OE $0.00 $0 D/D 1,541 6,963 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2020-12-15 4 D $29.73 $77,144 D/D (2,595) 5,422 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2020-12-15 4 OE $0.00 $0 D/D 8,017 8,017 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2020-02-28 4 B $40.99 $454,989 I/I 11,100 5,500 1.99 %
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2019-07-18 4 B $44.93 $256,093 D/D 5,700 5,700 2.74 -
  25  Records found
  1     
  Page 1 of 1  
 
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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