| |
| |
|
| Insider
Information: |
Halverson Bradley M |
| Relationship: |
|
| City: |
Peoria |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
47,746 |
|
|
Indirect Shares
|
21,510 |
|
|
| Direct
Value |
$8,431,190 |
|
|
|
Indirect Value
|
$7,704,452 |
|
|
| Total
Shares |
69,256 |
|
|
| Total
Value |
$16,135,642 |
|
|
|
|
|
|
|
|
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  |
 |
Caterpillar Inc |
CAT |
Group President & CFO |
2018-02-13 |
14,285 |
2018-02-13 |
21,510 |
Premium* |
|
|
SYSCO Corp |
SYY |
Director |
2023-11-17 |
25,868 |
2016-09-30 |
0 |
Premium* |
|
|
Lear Corp |
LEA |
Director |
2023-05-18 |
3,556 |
2021-05-20 |
0 |
Premium* |
|
|
Constellation Energy Corp |
CEG |
|
2024-03-31 |
4,037 |
2022-03-31 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
107 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 5
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CAT |
Caterpillar Inc |
ControllerOfficer |
• – – |
2004-12-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,813 |
|
- |
|
| CAT |
Caterpillar Inc |
Group PresidentOfficer |
• – – |
2013-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
18,964 |
|
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2004-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
100 |
5,713 |
|
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2005-08-01 |
4 |
GD |
$0.00 |
$0 |
D/D |
300 |
12,496 |
|
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2006-08-01 |
4 |
GD |
$0.00 |
$0 |
D/D |
200 |
21,107 |
|
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2006-10-12 |
5 |
GA |
$0.00 |
$0 |
I/I |
12,874 |
12,937 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2006-10-12 |
5 |
GD |
$0.00 |
$0 |
D/D |
12,874 |
8,572 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2007-07-31 |
5 |
GA |
$0.00 |
$0 |
I/I |
1,500 |
10,768 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2007-07-31 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,500 |
9,074 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2008-05-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
200 |
10,568 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2009-11-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
200 |
4,062 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2010-03-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
828 |
15,807 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Vice President |
• – – |
2010-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
250 |
16,050 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Vice President |
• – – |
2011-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
776 |
16,857 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President & CFO |
• – – |
2013-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
458 |
19,422 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President & CFO |
• – – |
2013-09-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
150 |
19,220 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2016-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,992 |
3,373 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2017-11-16 |
4 |
A |
$0.00 |
$0 |
D/D |
2,958 |
7,749 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President & CFO |
• – – |
2018-02-13 |
4 |
A |
$0.00 |
$0 |
D/D |
14,560 |
19,774 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2018-11-16 |
4 |
A |
$0.00 |
$0 |
D/D |
2,794 |
11,690 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2020-11-20 |
4 |
A |
$0.00 |
$0 |
D/D |
2,570 |
17,665 |
0 |
- |
|
| LEA |
Lear Corp |
Director |
– • – |
2021-05-20 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,364 |
1,364 |
0 |
- |
|
| LEA |
Lear Corp |
Director |
– • – |
2022-05-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
875 |
2,239 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2022-11-18 |
4 |
A |
$0.00 |
$0 |
D/D |
2,200 |
22,887 |
0 |
- |
|
| LEA |
Lear Corp |
Director |
– • – |
2023-05-18 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,317 |
3,556 |
0 |
- |
|
107 Records found
|
|
Page 1 of 5 |
| |
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 |
| |
|
|
|
|
|
