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Insider Information:   Daniels Michael E
Relationship:  
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   193,386    

Indirect Shares

  0      
Direct Value   $24,082,580    

Indirect Value

  $0      
Total Shares   193,386      
Total Value   $24,082,580      


International Business Machines Corporation
 $18,233,266 Johnson Controls International plc
 $5,212,114 Ss&c Technologies Holdings Inc
 $637,200 International Business Machines Corporation
 $18,233,266 Johnson Controls International plc
 $5,212,114 Ss&c Technologies Holdings Inc
 $637,200
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 1.6%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            International Business Machines ... IBM Senior Vice President 2013-02-01 107,870 0    Premium*  
            Johnson Controls International plc JCI Director 2024-03-09 75,516 2010-03-11 0    Premium*  
            Ss&c Technologies Holdings Inc SSNC 2024-05-08 10,000 2020-08-19 0    Premium*  
* Premium Members only  

Records found :    93         Free Registration Required For Full Results.    Limit: 25

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  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
SSNC Ss&c Technologies Holding...   –       •      –    2024-05-08 4 S $62.81 $376,884 D/D (6,000) 10,000 0 %
SSNC Ss&c Technologies Holding...   –       •      –    2024-05-08 4 OE $21.39 $128,310 D/D 6,000 16,000 0 -
JCI Johnson Controls Internat... Director   –       •      –    2010-03-11 4 A $0.00 $0 D/D 3,163 3,163 0 -
JCI Johnson Controls Internat... Director   –       •      –    2011-03-10 4 A $0.00 $0 D/D 2,711 5,944 0 -
JCI Johnson Controls Internat... Director   –       •      –    2011-03-11 4 D $44.69 $36,150 D/D (809) 5,135 0 -
JCI Johnson Controls Internat... Director   –       •      –    2012-03-10 4 D $52.75 $36,556 D/D (693) 6,783 0 -
JCI Johnson Controls Internat... Director   •       •      –    2013-03-07 4 A $0.00 $0 D/D 3,769 10,595 0 -
JCI Johnson Controls Internat... Director   •       •      –    2013-03-08 4 D $31.97 $18,607 D/D (582) 10,013 0 -
JCI Johnson Controls Internat... Director   •       •      –    2014-03-06 4 A $0.00 $0 D/D 2,740 12,819 0 -
JCI Johnson Controls Internat... Director   •       •      –    2014-03-07 4 D $43.88 $42,120 D/D (960) 11,859 0 -
JCI Johnson Controls Internat... Director   •       •      –    2014-05-07 4 B $41.00 $2,001,646 D/D 48,816 60,675 2.39 -
JCI Johnson Controls Internat... Director   •       •      –    2015-03-05 4 A $0.00 $0 D/D 3,281 64,001 0 -
JCI Johnson Controls Internat... Director   •       •      –    2015-03-06 4 D $42.29 $37,634 D/D (890) 63,111 0 -
JCI Johnson Controls Internat... Director   •       •      –    2016-03-05 4 D $36.15 $58,193 D/D (1,610) 61,573 0 -
JCI Johnson Controls Internat... Director   •       •      –    2016-03-10 4 A $0.00 $0 D/D 3,953 65,526 0 -
JCI Johnson Controls Internat... Director   •       •      –    2017-03-09 4 A $0.00 $0 D/D 3,797 66,781 0 -
JCI Johnson Controls Internat... Director   •       •      –    2017-03-10 4 D $41.23 $82,790 D/D (2,008) 64,773 0 -
JCI Johnson Controls Internat... Director   •       •      –    2018-03-07 4 D $37.07 $69,247 D/D (1,868) 62,998 0 -
JCI Johnson Controls Internat... Director   •       •      –    2018-03-08 4 A $0.00 $0 D/D 4,119 67,117 0 -
JCI Johnson Controls Internat... Director   •       •      –    2019-03-06 4 D $35.16 $71,726 D/D (2,040) 65,266 0 -
JCI Johnson Controls Internat... Director   •       •      –    2019-03-07 4 A $35.67 $154,986 D/D 4,345 69,611 0 -
JCI Johnson Controls Internat... Director   •       •      –    2020-03-04 4 D $39.35 $84,248 D/D (2,141) 67,692 0 -
JCI Johnson Controls Internat... Director   •       •      –    2020-03-05 4 A $0.00 $0 D/D 4,507 72,199 0 -
JCI Johnson Controls Internat... Director   •       •      –    2021-03-05 4 D $59.20 $131,542 D/D (2,222) 70,268 0 -
JCI Johnson Controls Internat... Director   •       •      –    2021-03-11 4 A $0.00 $0 D/D 2,864 73,132 0 -

  93  Records found
  1  2   3   4      
  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