| |
| |
|
| Insider
Information: |
Haldeman Charles E |
| Relationship: |
Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
14 |
|
| Direct
Shares |
150,107 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$14,209,082 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
150,107 |
|
|
| Total
Value |
$14,209,082 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
0
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 6.3%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Marsh & McLennan Companies Inc |
MMC |
Pres. and CEO, Putnam ... |
2007-08-02 |
58,459 |
|
0 |
Premium* |
|
|
Putnam High Income Bond Fund |
PCF |
Director |
2005-01-21 |
841 |
2004-11-19 |
0 |
Premium* |
|
|
PennyMac Mortgage Investment Trust |
PMT |
Director |
2005-02-25 |
0 |
2004-11-19 |
0 |
Premium* |
|
|
Putnam Premier Income Trust |
PPT |
Director |
2005-02-25 |
1,005 |
2004-11-19 |
0 |
Premium* |
|
|
Putnam Master Intermediate Incom... |
PIM |
Pres. & CEO of Putnam ... |
2004-11-19 |
510 |
2004-11-19 |
0 |
Premium* |
|
|
Putnam Managed Municipal Income ... |
PMM |
Director |
2008-02-19 |
486 |
2004-11-19 |
0 |
Premium* |
|
|
Putnam Tax Free Health Care Fund |
PMH |
Director |
2007-09-17 |
0 |
2004-11-19 |
0 |
Premium* |
|
|
Pwrshs Nfa Autonomic Etf |
PCA |
Director |
2007-04-13 |
0 |
2004-11-19 |
0 |
Premium* |
|
|
Putnam Municipal Opportunities T... |
PMO |
Director |
2008-02-25 |
806 |
2004-11-19 |
0 |
Premium* |
|
|
E-Tracs Ubs Long Platinum |
PTM |
Director |
2006-10-27 |
0 |
2004-11-19 |
0 |
Premium* |
|
|
S&P Global Inc |
SPGI |
Director |
2012-08-13 |
3,000 |
2012-08-13 |
0 |
Premium* |
|
|
Virtu Financial Inc |
VIRT |
Director |
2017-07-20 |
0 |
2013-11-01 |
0 |
Premium* |
|
|
DST Systems Inc |
DST |
|
2018-04-16 |
0 |
2018-04-16 |
0 |
Premium* |
|
|
Jbg Smith Properties |
JBGS |
Director |
2020-09-11 |
85,000 |
2017-11-16 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
88 |
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 |
| DST |
DST Systems Inc |
|
– • – |
2014-12-15 |
4 |
A |
$94.51 |
$65,023 |
D/D |
688 |
688 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2015-05-12 |
4 |
A |
$114.99 |
$230,095 |
I/I |
2,001 |
2,001 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2015-06-12 |
5 |
A |
$122.26 |
$600 |
I/I |
5 |
3,927 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2015-08-06 |
4 |
B |
$106.38 |
$319,130 |
D/D |
3,000 |
3,688 |
0.01 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2015-08-31 |
4 |
B |
$102.69 |
$205,380 |
D/D |
2,000 |
5,688 |
0.01 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2015-09-11 |
5 |
A |
$104.57 |
$602 |
I/I |
6 |
3,933 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2015-12-11 |
5 |
A |
$113.87 |
$603 |
I/I |
5 |
3,938 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2016-02-04 |
4 |
B |
$103.38 |
$516,886 |
D/D |
5,000 |
10,688 |
0.01 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2016-03-15 |
5 |
A |
$106.85 |
$666 |
I/I |
6 |
3,944 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2016-05-10 |
4 |
A |
$120.98 |
$230,094 |
I/I |
1,902 |
3,903 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2016-06-15 |
5 |
A |
$117.26 |
$1,295 |
I/I |
11 |
3,955 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2016-09-15 |
5 |
A |
$119.60 |
$1,299 |
I/I |
11 |
3,966 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2016-12-15 |
5 |
A |
$107.16 |
$1,303 |
I/I |
12 |
3,978 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-01-11 |
4 |
A |
$110.27 |
$2,095 |
I/I |
19 |
3,922 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-02-24 |
4 |
A |
$118.33 |
$2,012 |
I/I |
17 |
3,995 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-03-10 |
4 |
A |
$0.00 |
$0 |
I/I |
12 |
4,007 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-05-09 |
4 |
A |
$125.01 |
$230,009 |
I/I |
1,840 |
5,847 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
10,688 |
21,376 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-06-08 |
4 |
A |
$0.00 |
$0 |
I/I |
5,847 |
11,694 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-06-09 |
4 |
A |
$0.00 |
$0 |
I/I |
35 |
11,729 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-09-08 |
4 |
A |
$0.00 |
$0 |
I/I |
41 |
11,769 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2017-12-08 |
4 |
A |
$0.00 |
$0 |
I/I |
34 |
11,804 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2018-04-16 |
4 |
D |
$84.00 |
$992,494 |
I/I |
(11,815) |
0 |
0 |
- |
|
| DST |
DST Systems Inc |
|
– • – |
2018-04-16 |
4 |
D |
$84.00 |
$1,795,584 |
D/D |
(21,376) |
0 |
0 |
- |
|
| PCF |
Putnam High Income Bond F... |
Director |
– • – |
2005-01-21 |
5 |
A |
$8.66 |
$3,646 |
D/D |
421 |
841 |
0 |
- |
|
88 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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|
