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Insider Information:   Warner Bradford H
Relationship:   Director
City:   Boston
State:   MA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   199,985    

Indirect Shares

  13,040      
Direct Value   $12,685,836    

Indirect Value

  $525,685      
Total Shares   213,025      
Total Value   $13,211,521      


Bank of America Corp
 $5,978,344 Capital One Financial Corp
 $6,707,492 Bank of America Corp
 $5,978,344 Capital One Financial Corp
 $6,707,492
 


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  
            Bank of America Corp BAC Pres Small Bs and Prem... 2004-04-01 152,431 2004-04-01 12,900    Premium*  
            Capital One Financial Corp COF Director 2023-05-04 47,554 2023-05-04 140    Premium*  
* Premium Members only  

Records found :    43         Free Registration Required For Full Results.    Limit: 25

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  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
COF Capital One Financial Cor... Director   •       •      –    2016-05-04 4 A $0.00 $0 D/D 2,440 48,024 0 -
COF Capital One Financial Cor... Director   –       •      –    2017-05-03 4 A $0.00 $0 D/D 2,061 50,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2017-12-04 4 AS $94.94 $664,580 D/D (7,000) 50,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-01-02 4 AS $99.42 $298,392 D/D (3,000) 50,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-04-02 4 AS $94.89 $285,150 D/D (3,000) 50,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2020-06-05 4 OE $54.07 $454,729 D/D 8,410 50,620 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-05-02 4 A $0.00 $0 D/D 1,907 51,992 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-07-02 4 AS $92.55 $391,394 D/D (4,229) 51,992 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-01-02 4 OE $16.93 $50,790 D/D 3,000 53,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-04-02 4 OE $16.93 $50,790 D/D 3,000 53,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2019-05-02 4 A $0.00 $0 D/D 1,938 53,930 0 -
COF Capital One Financial Cor... Director   –       •      –    2019-06-03 4 AS $85.98 $343,920 D/D (4,000) 53,930 0 -
COF Capital One Financial Cor... Director   –       •      –    2018-07-02 4 OE $16.93 $71,597 D/D 4,229 56,221 0 -
COF Capital One Financial Cor... Director   –       •      –    2017-12-04 4 OE $16.93 $118,510 D/D 7,000 57,085 0 -
COF Capital One Financial Cor... Director   –       •      –    2019-06-03 4 OE $44.87 $179,480 D/D 4,000 57,930 0 -
BAC Bank of America Corp Pres Small Bs and Premier Bkg   •       –      –    2004-04-01 4 A $0.00 $0 D/D 125,847 125,847 -
BAC Bank of America Corp Pres Small Bs and Premier Bkg   •       –      –    2004-04-01 4 D $81.47 $1,227,264 D/D (15,064) 152,431 -
BAC Bank of America Corp Pres Small Bs and Premier Bkg   •       –      –    2004-04-01 4 OE $81.47 $3,393,063 D/D 41,648 167,495 -

  43  Records found
  1   2     
  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