| |
| |
|
| Insider
Information: |
Lovell Minnick Partners Llc |
| Relationship: |
10% Owner |
| City: |
El Segundo |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
842,159 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$25,313,997 |
|
|
| Total
Shares |
842,159 |
|
|
| Total
Value |
$25,313,997 |
|
|
|
|
|
|
|
|
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  |
 |
Duff & Phelps Corp |
DUF |
10% Owner |
2009-04-30 |
0 |
2009-04-30 |
11,268 |
Premium* |
|
|
Tristate Capital Holdings, Inc. |
TSC |
10% Owner |
2013-05-14 |
0 |
2018-05-25 |
825,891 |
Premium* |
|
|
Tortoise Essential Assets Income... |
TEAF |
10% Owner |
|
0 |
2019-03-26 |
5,000 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
5 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| TEAF |
Tortoise Essential Assets... |
10% Owner |
– – • |
2019-03-26 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
5,000 |
|
- |
|
| TSC |
Tristate Capital Holdings... |
10% Owner |
– – • |
2018-05-25 |
4 |
S |
$25.71 |
$56,562,000 |
I/I |
(2,200,000) |
825,891 |
0 |
- |
|
| TSC |
Tristate Capital Holdings... |
10% Owner |
– – • |
2013-05-14 |
4 |
A |
$0.00 |
$0 |
I/I |
4,878,049 |
1,504,356 |
0 |
- |
|
| DUF |
Duff & Phelps Corp |
10% Owner |
– – • |
2009-04-30 |
4 |
A |
$18.86 |
$97,733 |
I/I |
5,182 |
11,268 |
0 |
- |
|
| DUF |
Duff & Phelps Corp |
10% Owner |
– – • |
2008-05-15 |
4 |
A |
$15.90 |
$96,767 |
I/I |
6,086 |
6,086 |
0 |
- |
|
5 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
|
|
|
|
|
