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Insider Information:   Castle Julie G
Relationship:   Director
City:   Billings
State:   MT
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   21,607    

Indirect Shares

   3,852      
Direct Value   $542,087    

Indirect Value

   $98,941      
Total Shares   25,459      
Total Value   $641,029      


First Interstate Bancsystem Inc $300,272 Zions Bancorporation $16,917 Sierra Bancorp $224,899 First Interstate Bancsystem Inc $300,272 Zions Bancorporation $16,917 Sierra Bancorp $224,899
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    3   
    0    

     Stock price went up :
    3   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   3.0   
   0.0   
     Percentage Gain/Loss :
   19.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            First Interstate Bancsystem Inc FIBK President, Financial S... 2011-05-19 10,915 2011-05-19 2,617    Premium*  
            Zions Bancorporation ZION Executive Vice President 2016-04-28 385 2016-02-24 0    Premium*  
            Sierra Bancorp BSRR Director 2023-11-16 10,307 2023-11-16 1,235    Premium*  
* Premium Members only  

Records found :    51         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
BSRR Sierra Bancorp Director   •       •      –    2021-01-28 4 B $22.37 $44,731 D/D 2,000 2,000 2.39 %
BSRR Sierra Bancorp Director   •       •      –    2021-02-01 4 B $21.77 $43,540 D/D 2,000 4,000 2.39 %
BSRR Sierra Bancorp Director   •       •      –    2021-03-01 4 A $0.00 $0 D/D 1,185 1,185 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-02-10 4 A $26.92 $920 D/D 34 4,034 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-05-10 4 A $21.80 $928 D/D 43 4,077 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-08-11 4 A $22.31 $938 D/D 42 4,119 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-08-11 4 A $22.31 $273 I/I 12 1,197 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-11-10 4 A $22.17 $947 D/D 43 4,161 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-11-10 4 A $22.17 $275 I/I 12 1,210 0 -
BSRR Sierra Bancorp Director   •       •      –    2022-11-18 4 A $0.00 $0 D/D 1,876 2,980 0 -
BSRR Sierra Bancorp Director   •       •      –    2023-02-09 4 A $20.95 $957 D/D 46 4,207 0 -
BSRR Sierra Bancorp Director   •       •      –    2023-02-09 4 A $24.95 $634 I/I 25 1,235 0 -
BSRR Sierra Bancorp Director   •       •      –    2023-05-02 4 B $15.50 $15,548 D/D 1,000 4,209 2.39 %
BSRR Sierra Bancorp Director   •       •      –    2023-11-16 4 A $0.00 $0 D/D 2,120 5,100 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2013-07-26 4 OE $0.00 $0 D/D 12,016 5,447 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2013-07-26 4 S $29.40 $401,428 D/D (13,654) 3,847 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-05-27 4 OE $28.50 $40,926 D/D 1,436 5,191 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-05-27 4 D $28.50 $11,229 D/D (394) 4,889 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-05-30 4 A $28.59 $120,993 D/D 4,232 8,595 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-06-02 4 D $28.84 $15,170 D/D (526) 4,363 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-06-10 4 A $30.10 $45,000 D/D 1,495 10,090 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-11-06 4 OE $18.87 $132,256 D/D 6,063 13,670 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2014-11-06 4 S $29.56 $173,714 D/D (5,858) 10,295 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2015-05-22 4 A $29.02 $121,013 D/D 4,170 13,046 0 -
ZION Zions Bancorporation Executive Vice President   •       –      –    2015-05-26 4 OE $0.00 $0 D/D 1,437 14,089 0 -
  51  Records found
  1  2   3      
  Page 1 of 3  
 
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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