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Insider Information:   Oken Marc D
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   534,173    

Indirect Shares

  4,325      
Direct Value   $20,376,906    

Indirect Value

  $600,197      
Total Shares   538,498      
Total Value   $20,977,103      


Bank of America Corp
 $8,949,300 Rock Creek Pharmaceuticals Inc
 $22 Marsh & McLennan Companies Inc
 $11,105,300 Sonoco Products Co
 $322,284 Capital Bank Financial Corp.
 $0 Bank of America Corp
 $8,949,300 Rock Creek Pharmaceuticals Inc
 $22 Marsh & McLennan Companies Inc
 $11,105,300 Sonoco Products Co
 $322,284 Capital Bank Financial Corp.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   1.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Bank of America Corp BAC Chief Financial Officer 2005-02-16 230,000 2005-02-16 0    Premium*  
            Rock Creek Pharmaceuticals Inc RCPI Director 2007-08-24 220,000 0    Premium*  
            Marsh & McLennan Companies Inc MMC Director 2021-12-03 53,823 2021-12-03 2,325    Premium*  
            Sonoco Products Co SON Director 2015-02-19 5,350 2015-02-19 2,000    Premium*  
            Capital Bank Financial Corp. CBF Director 2017-11-22 25,000 2017-11-22 0    Premium*  
* Premium Members only  

Records found :    52         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MMC Marsh & McLennan Companie... Director   –       •      –    2007-05-23 4 B $33.12 $165,576 D/D 5,000 7,157 2.39 -
MMC Marsh & McLennan Companie... Director   –       •      –    2007-05-24 4 B $32.79 $76,512 I/I 2,325 375 2.1 -
MMC Marsh & McLennan Companie... Director   –       •      –    2007-05-24 4 B $33.02 $22,287 D/D 675 7,832 2.39 -
RCPI Rock Creek Pharmaceutical... Director   –       •      –    2007-08-24 4 B $0.92 $18,400 D/D 20,000 220,000 2.39 -
SON Sonoco Products Co Director   –       •      –    2007-10-23 4 B $30.90 $41,714 D/D 1,350 5,350 2.39 -
MMC Marsh & McLennan Companie... Director   •       •      –    2015-02-19 4 B $57.07 $114,138 I/I 2,000 2,000 2.66 -
SON Sonoco Products Co Director   •       •      –    2015-02-19 4 B $47.00 $93,998 I/I 2,000 2,000 2.1 -
MMC Marsh & McLennan Companie... Director   •       •      –    2017-10-30 4 B $80.89 $99,901 I/I 1,235 8,910 2.1 -
MMC Marsh & McLennan Companie... Director   •       •      –    2021-12-03 4 B $167.46 $837,290 D/D 5,000 53,823 2.39 %
BAC Bank of America Corp Chief Financial Officer   •       –      –    2004-12-23 4 GD $0.00 $0 D/D 1,078 225,954 -
BAC Bank of America Corp Chief Financial Officer   •       –      –    2004-12-29 4 GD $0.00 $0 D/D 954 225,000 -
MMC Marsh & McLennan Companie... Director   •       •      –    2021-06-10 4 GD $0.00 $0 D/D 7,248 48,823 0 -
RCPI Rock Creek Pharmaceutical... Director   –       •      –    2005-10-11 3 IO $0.00 $0 D/D 0 100,000 -
CBF Capital Bank Financial Co... Director   –       •      –    2012-09-19 3 IO $0.00 $0 I/I 0 12,500 -
CBF Capital Bank Financial Co... Director   –       •      –    2012-09-19 3 IO $0.00 $0 I/I 0 262,500 -
BAC Bank of America Corp Exec VP and Prin Fin Exec   •       –      –    2003-07-15 4 OE $48.44 $7,265,625 D/D 150,000 233,516 -
BAC Bank of America Corp Chief Financial Officer   •       –      –    2005-02-16 4 OE $32.69 $1,712,956 D/D 52,400 277,400 -
BAC Bank of America Corp Chief Financial Officer   •       –      –    2005-02-16 4 OE $32.69 $248,444 I/I 7,600 3,600 -
CBF Capital Bank Financial Co... Director   –       •      –    2017-11-22 4 OE $20.00 $500,000 D/D 25,000 25,000 0 -
BAC Bank of America Corp Exec VP and Prin Fin Exec   •       –      –    2003-07-15 4 S $83.50 $10,031,350 D/D (120,000) 113,516 -
BAC Bank of America Corp Exec VP and Prin Fin Exec   •       –      –    2003-10-23 4 S $81.48 $114,072 I/I (1,400) 442 -
BAC Bank of America Corp Exec VP and Prin Fin Exec   •       –      –    2003-11-25 4 S $75.42 $33,336 I/I (442) 0 -
BAC Bank of America Corp Chief Financial Officer   •       –      –    2005-02-16 4 S $46.60 $2,211,818 D/D (47,400) 230,000 -
BAC Bank of America Corp Chief Financial Officer   •       –      –    2005-02-16 4 S $46.73 $355,148 I/I (7,600) 0 -
CBF Capital Bank Financial Co... Director   –       •      –    2013-10-21 4 S $21.99 $6,047,250 I/I (275,000) 0 0 -

  52  Records found
  1   2  3      
  Page 2 of 3  
 
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