| |
| |
|
| 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 |
$8,384,473 |
|
|
|
Indirect Value
|
$7,672,187 |
|
|
| Total
Shares |
69,256 |
|
|
| Total
Value |
$16,056,660 |
|
|
|
|
|
|
|
|
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 |
|
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2022-06-30 |
4 |
A |
$85.30 |
$6,227 |
D/D |
73 |
20,600 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2022-03-31 |
4 |
A |
$82.99 |
$6,224 |
D/D |
75 |
20,527 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2021-09-30 |
4 |
A |
$80.93 |
$6,232 |
D/D |
77 |
17,903 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2021-03-30 |
4 |
A |
$79.03 |
$6,243 |
D/D |
79 |
17,744 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2021-12-30 |
4 |
A |
$77.94 |
$6,235 |
D/D |
80 |
20,452 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2022-12-30 |
4 |
A |
$76.84 |
$6,224 |
D/D |
81 |
22,968 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2021-06-30 |
4 |
A |
$75.68 |
$6,206 |
D/D |
82 |
17,826 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2022-09-30 |
4 |
A |
$71.48 |
$6,219 |
D/D |
87 |
20,687 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2004-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
100 |
5,713 |
|
- |
|
| CAT |
Caterpillar Inc |
Group President & CFO |
• – – |
2013-09-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
150 |
19,220 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2019-12-31 |
4 |
A |
$85.80 |
$15,530 |
D/D |
181 |
15,095 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President & CFO |
• – – |
2016-04-29 |
4 |
S |
$78.08 |
$14,367 |
I/I |
(184) |
17,296 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2019-09-30 |
4 |
A |
$78.87 |
$15,537 |
D/D |
197 |
12,644 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2006-08-01 |
4 |
GD |
$0.00 |
$0 |
D/D |
200 |
21,107 |
|
- |
|
| 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 |
Group President & CFO |
• – – |
2013-03-04 |
4 |
D |
$91.05 |
$19,666 |
D/D |
(216) |
19,206 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2019-06-28 |
4 |
A |
$70.44 |
$15,567 |
D/D |
221 |
12,447 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2019-03-29 |
4 |
A |
$66.26 |
$15,571 |
D/D |
235 |
12,226 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Controller |
• – – |
2010-03-02 |
4 |
D |
$58.42 |
$14,254 |
D/D |
(244) |
15,563 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Vice President |
• – – |
2011-03-03 |
4 |
D |
$103.22 |
$25,288 |
D/D |
(245) |
16,612 |
0 |
- |
|
| CEG |
Constellation Energy Corp |
|
• • – |
2024-03-31 |
4 |
A |
$172.41 |
$42,585 |
D/D |
247 |
4,037 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Vice President |
• – – |
2010-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
250 |
16,050 |
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 |
| |
|
|
|
|
|
