| |
| |
|
| 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 |
$15,853,739 |
|
|
|
Indirect Value
|
$753,608 |
|
|
| Total
Shares |
258,074 |
|
|
| Total
Value |
$16,607,347 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
78 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• – – |
2007-07-23 |
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 |
• – – |
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 |
• – – |
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 |
• – – |
2010-03-16 |
4 |
A |
$0.00 |
$0 |
D/D |
34,447 |
174,360 |
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 |
- |
|
| BK |
Bank of New York Mellon C... |
Vice Chairman |
• – – |
2012-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
85,121 |
209,937 |
0 |
- |
|
| BK |
Bank of New York Mellon C... |
President |
• – – |
2013-02-21 |
4 |
A |
$0.00 |
$0 |
D/D |
19,099 |
212,329 |
0 |
- |
|
| BK |
Bank of New York Mellon C... |
President |
• – – |
2014-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
62,518 |
239,796 |
0 |
- |
|
| BK |
Bank of New York Mellon C... |
President |
• – – |
2015-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
65,363 |
255,697 |
0 |
- |
|
| BK |
Bank of New York Mellon C... |
President |
• – – |
2016-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
96,087 |
276,188 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Director |
• • – |
2017-02-21 |
4 |
A |
$0.00 |
$0 |
D/D |
15 |
273 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Director |
• • – |
2017-04-25 |
4 |
A |
$0.00 |
$0 |
D/D |
66 |
339 |
0 |
- |
|
| TT |
Trane Technologies (Inger... |
Director |
– • – |
2018-06-07 |
4 |
A |
$0.00 |
$0 |
D/D |
1,804 |
2,034 |
0 |
- |
|
| TT |
Trane Technologies (Inger... |
Director |
– • – |
2019-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,301 |
3,335 |
0 |
- |
|
| TT |
Trane Technologies (Inger... |
Director |
– • – |
2020-06-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,701 |
4,538 |
0 |
- |
|
| C |
Citigroup Inc |
Chief Administrative Officer |
• – – |
2021-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
11,657 |
13,637 |
0 |
- |
|
| TT |
Trane Technologies (Inger... |
Director |
– • – |
2021-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
887 |
4,623 |
0 |
- |
|
| C |
Citigroup Inc |
Chief Administrative Officer |
• – – |
2022-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
33,412 |
45,944 |
0 |
- |
|
| C |
Citigroup Inc |
Chief Administrative Officer |
• – – |
2023-02-16 |
4 |
A |
$0.00 |
$0 |
D/D |
42,197 |
84,188 |
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 |
• – – |
2007-12-31 |
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 |
• – – |
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 |
• – – |
2008-03-24 |
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 |
- |
|
78 Records found
|
|
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 |
| |
|
|
|
|
|
