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Insider Information:   Peetz Karen B
Relationship:   Chief Administrative O...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   245,251    

Indirect Shares

   12,823      
Direct Value   $15,895,410    

Indirect Value

   $753,992      
Total Shares   258,074      
Total Value   $16,649,402      


Bank of New York Mellon Corp $9,232,247 Wells Fargo & Co $21,133 Trane Technologies (Ingersoll-Rand Co) $1,233,793 Citigroup Inc $5,408,237 Bank of New York Mellon Corp $9,232,247 Wells Fargo & Co $21,133 Trane Technologies (Ingersoll-Rand Co) $1,233,793 Citigroup Inc $5,408,237
 


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%
 0.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Bank of New York Mellon Corp BK President 2016-11-10 157,011 2011-02-24 12,823    Premium*  
            Wells Fargo & Co WFC Director 2017-04-25 339 2017-02-21 0    Premium*  
            Trane Technologies (Ingersoll-Ra... TT Director 2022-04-06 3,713 2018-06-07 0    Premium*  
            Citigroup Inc C Chief Administrative O... 2023-02-16 84,188 0    Premium*  
* Premium Members only  

Records found :    78         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
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-07-01 4 A $41.51 $1,443,282 D/D 34,770 34,770 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-07-09 4 AS $45.68 $395,086 D/D (8,649) 34,770 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-07-09 4 OE $35.08 $303,407 D/D 8,649 43,419 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-07-23 4 A $44.59 $4,464,395 D/D 100,121 134,891 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-12-31 4 AS $48.33 $2,058,291 D/D (42,453) 135,779 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-12-31 4 OE $37.09 $1,594,723 D/D 42,453 178,232 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-10 4 OE $32.21 $303,869 D/D 9,434 145,632 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-10 4 AS $43.55 $410,851 D/D (9,434) 136,198 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-10 4 A $42.31 $308,609 D/D 7,294 143,492 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-24 4 OE $37.09 $349,907 D/D 9,434 152,926 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-24 4 AS $47.09 $444,247 D/D (9,434) 143,492 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-31 4 D $41.73 $434,743 D/D (10,418) 133,074 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2009-03-09 4 A $18.02 $530,833 D/D 29,458 153,155 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2009-03-23 4 D $27.73 $287,588 D/D (10,371) 142,784 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2009-04-07 4 D $27.31 $109,977 D/D (4,027) 138,757 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-03-16 4 A $0.00 $0 D/D 34,447 174,360 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-03-23 4 OE $0.00 $0 D/D 26,415 189,775 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-03-23 4 D $31.35 $415,858 D/D (13,265) 176,510 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-04-02 4 OE $0.00 $0 D/D 8,066 189,527 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-04-02 4 D $31.26 $126,603 D/D (4,050) 185,477 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-07-01 4 D $24.77 $1,036,699 D/D (41,853) 149,115 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-08-04 4 S $25.61 $1,847,006 D/D (72,084) 77,031 0 -
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2011-02-07 4 D $0.00 $0 D/D (1,842) 75,245 0 -
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2011-02-07 4 D $31.84 $77,912 D/D (2,447) 72,798 0 -
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2011-02-24 4 A $0.00 $0 D/D 43,706 116,507 0 -
  78  Records found
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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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