| |
| |
|
| Insider
Information: |
Omstead Daniel R |
| Relationship: |
President, Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
437,757 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$6,694,768 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
437,757 |
|
|
| Total
Value |
$6,694,768 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
14
|
0
|
|
Stock
price went up :
|
13
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
13.0
|
0.0
|
| Percentage
Gain/Loss : |
 20.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
H&Q Healthcare Investors |
HQH |
President, Director |
2023-09-25 |
178,269 |
2004-07-29 |
0 |
Premium* |
|
|
Tekla Life Sciences Investors |
HQL |
President, Director |
2023-09-25 |
197,518 |
2004-07-29 |
0 |
Premium* |
|
|
Tekla Healthcare Opportunities F... |
THQ |
President, Director |
2020-03-17 |
31,202 |
2014-07-28 |
0 |
Premium* |
|
|
Tekla World Healthcare Fund |
THW |
President, Director |
2021-04-06 |
30,768 |
2015-06-25 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2023-09-25 |
4 |
B |
$12.39 |
$125,116 |
D/D |
10,096 |
197,518 |
2.81 |
% |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2023-09-25 |
4 |
B |
$15.63 |
$148,515 |
D/D |
9,500 |
178,269 |
2.81 |
% |
|
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2023-09-20 |
4 |
B |
$12.68 |
$152,206 |
D/D |
12,000 |
187,422 |
2.81 |
% |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2023-09-20 |
4 |
B |
$15.88 |
$150,829 |
D/D |
9,500 |
168,769 |
2.81 |
% |
|
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2021-08-11 |
4 |
B |
$21.63 |
$138,497 |
D/D |
6,403 |
146,489 |
2.81 |
% |
|
| THW |
Tekla World Healthcare Fu... |
President |
• • – |
2021-04-06 |
4 |
OE |
$14.26 |
$91,876 |
D/D |
6,442 |
30,768 |
0 |
- |
|
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2020-10-26 |
4 |
B |
$17.52 |
$108,204 |
D/D |
6,175 |
131,836 |
2.81 |
% |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2020-10-26 |
4 |
B |
$20.53 |
$106,744 |
D/D |
5,200 |
125,411 |
2.81 |
% |
|
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2020-10-21 |
4 |
B |
$17.75 |
$105,606 |
D/D |
5,950 |
125,661 |
2.81 |
% |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2020-10-21 |
4 |
B |
$20.68 |
$104,427 |
D/D |
5,050 |
120,211 |
2.81 |
% |
|
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2020-05-21 |
4 |
B |
$17.74 |
$105,557 |
D/D |
5,950 |
114,821 |
2.81 |
% |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2020-05-21 |
4 |
B |
$21.01 |
$105,054 |
D/D |
5,000 |
110,357 |
2.81 |
% |
|
| THQ |
Tekla Healthcare Opportun... |
President |
• • – |
2020-03-17 |
4 |
B |
$14.67 |
$107,103 |
D/D |
7,300 |
31,202 |
2.81 |
% |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2020-03-17 |
4 |
B |
$16.24 |
$110,412 |
D/D |
6,800 |
102,319 |
2.81 |
% |
|
| HQL |
Tekla Life Sciences Inves... |
President |
• • – |
2020-03-17 |
4 |
B |
$13.27 |
$110,107 |
D/D |
8,300 |
105,814 |
2.81 |
% |
|
| THW |
Tekla World Healthcare Fu... |
President |
• • – |
2020-03-17 |
4 |
B |
$10.77 |
$106,932 |
D/D |
9,926 |
24,326 |
2.81 |
% |
|
| THW |
Tekla World Healthcare Fu... |
President |
• • – |
2018-12-26 |
4 |
B |
$11.11 |
$104,411 |
D/D |
9,400 |
14,400 |
2.81 |
- |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2018-12-26 |
4 |
B |
$17.14 |
$107,971 |
D/D |
6,300 |
85,406 |
2.81 |
- |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2018-10-25 |
4 |
B |
$20.43 |
$112,344 |
D/D |
5,500 |
79,106 |
2.81 |
- |
|
| THQ |
Tekla Healthcare Opportun... |
President |
• • – |
2018-10-25 |
4 |
B |
$17.43 |
$104,580 |
D/D |
6,000 |
23,902 |
2.81 |
- |
|
| THQ |
Tekla Healthcare Opportun... |
President |
• • – |
2018-10-17 |
4 |
B |
$18.19 |
$107,374 |
D/D |
5,902 |
17,902 |
2.81 |
- |
|
| HQH |
H&Q Healthcare Investors |
President |
• • – |
2018-10-17 |
4 |
B |
$21.78 |
$84,534 |
D/D |
3,882 |
73,606 |
2.81 |
- |
|
| THQ |
Tekla Healthcare Opportun... |
President |
• • – |
2018-10-11 |
4 |
B |
$17.59 |
$96,760 |
D/D |
5,500 |
12,000 |
2.81 |
- |
|
| THQ |
Tekla Healthcare Opportun... |
President |
• • – |
2018-10-10 |
4 |
B |
$18.27 |
$100,467 |
D/D |
5,500 |
6,500 |
2.81 |
- |
|
| THW |
Tekla World Healthcare Fu... |
President |
• • – |
2015-06-25 |
4 |
B |
$20.00 |
$100,000 |
D/D |
5,000 |
5,000 |
2.81 |
- |
|
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 |
| |
|
|
|
|
|
