| |
| |
|
| Insider
Information: |
Desoer Barbara J |
| Relationship: |
Director |
| City: |
Charlotte |
| State: |
NC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
99,863 |
|
|
Indirect Shares
|
321,484 |
|
|
| Direct
Value |
$6,371,377 |
|
|
|
Indirect Value
|
$13,908,335 |
|
|
| Total
Shares |
421,347 |
|
|
| Total
Value |
$20,279,712 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
4
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 0.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Bank of America Corp |
BAC |
Pres, Home Loans & Ins... |
2011-08-31 |
0 |
2011-08-31 |
305,866 |
Premium* |
|
|
Citigroup Inc |
C |
|
2024-01-02 |
99,497 |
2014-04-15 |
0 |
Premium* |
|
|
Davita Healthcare Partners |
DVA |
Director |
2024-03-15 |
366 |
2024-03-15 |
15,618 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
177 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2005-05-04 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,384) |
0 |
|
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-01-29 |
4 |
D |
$15.18 |
$107,201 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-03-31 |
4 |
D |
$17.85 |
$126,057 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-05-28 |
4 |
D |
$15.74 |
$111,156 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-06-30 |
4 |
D |
$14.37 |
$101,481 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-07-30 |
4 |
D |
$14.04 |
$99,150 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-08-31 |
4 |
D |
$12.46 |
$87,993 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2010-09-30 |
4 |
D |
$13.10 |
$92,512 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2010-10-29 |
4 |
D |
$11.45 |
$80,860 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2010-11-30 |
4 |
D |
$10.95 |
$77,329 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2010-12-31 |
4 |
D |
$13.34 |
$94,207 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-01-31 |
4 |
D |
$13.73 |
$96,961 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-05-13 |
4 |
D |
$11.93 |
$61,368 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-05-31 |
4 |
D |
$11.75 |
$82,979 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-06-15 |
4 |
D |
$10.50 |
$54,012 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-06-30 |
4 |
D |
$10.96 |
$77,400 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-07-15 |
4 |
D |
$10.00 |
$51,440 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-07-29 |
4 |
D |
$9.71 |
$68,572 |
D/D |
(7,062) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-08-15 |
4 |
D |
$7.76 |
$39,917 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-08-31 |
4 |
D |
$8.17 |
$57,697 |
D/D |
(7,062) |
0 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-04-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
642 |
0 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-13 |
4 |
S |
$126.01 |
$241,945 |
D/D |
(1,920) |
0 |
0 |
% |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-06-03 |
4 |
S |
$97.42 |
$226,010 |
D/D |
(2,320) |
0 |
0 |
% |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-05-10 |
4 |
S |
$101.61 |
$248,843 |
D/D |
(2,449) |
0 |
0 |
% |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
307 |
307 |
0 |
- |
|
177 Records found
|
|
Page 1 of 8 |
| |
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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|
