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Insider Information:   Montag Thomas K.
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   2,634,670    

Indirect Shares

   889,977      
Direct Value   $158,711,026    

Indirect Value

   $66,654,488      
Total Shares   3,524,647      
Total Value   $225,365,514      


Bank of America Corp $96,158,452 BlackRock Inc A $3,983,350 Goldman Sachs Group Inc $58,569,224 Bank of America Corp $96,158,452 BlackRock Inc A $3,983,350 Goldman Sachs Group Inc $58,569,224
 


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  
            Merrill Lynch & Co Inc MER Executive Vice President 2009-01-01 0 2008-08-04 0    Premium*  
            Bank of America Corp BAC Chief Operating Officer 2021-03-01 2,500,870 2021-03-01 812,061    Premium*  
            BlackRock Inc A BLK Director 2013-04-18 5,000 2013-04-18 0    Premium*  
            Goldman Sachs Group Inc GS Director 2024-02-02 128,800 2024-02-02 77,916    Premium*  
* Premium Members only  

Records found :    166         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MER Merrill Lynch & Co Inc Executive Vice President   •       –      –    2009-01-01 4 D $0.00 $0 D/D (1,049,997) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-03-31 4 D $17.85 $297,238 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-05-28 4 D $15.74 $262,102 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-06-30 4 D $14.37 $239,289 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-07-30 4 D $14.04 $233,794 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-08-31 4 D $12.46 $207,484 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-09-30 4 D $13.10 $218,141 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-10-29 4 D $11.45 $190,665 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-11-30 4 D $10.95 $182,339 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-12-31 4 D $13.34 $222,138 D/D (16,652) 0 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-10 4 GD $0.00 $0 I/I 7,556 0 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2012-06-15 4 D $7.90 $82,816 D/D (10,483) 0 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-06-29 4 D $8.18 $136,213 D/D (16,652) 0 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-07-15 4 D $7.82 $81,969 D/D (10,482) 0 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-05-24 4 GD $0.00 $0 I/I 341,337 0 0 -
BLK BlackRock Inc A Director   •       •      –    2013-04-18 4 B $248.64 $1,243,213 D/D 5,000 5,000 2.39 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-10 4 GA $0.00 $0 I/I 7,556 7,556 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-07-15 4 OE $0.00 $0 D/D 10,482 10,482 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2012-06-15 4 OE $0.00 $0 D/D 10,483 10,483 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-03-31 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-05-28 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-06-30 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-07-30 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-08-31 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-09-30 4 OE $0.00 $0 D/D 16,652 16,652 0 -
  166  Records found
  1  2   3   4   5   6   7      
  Page 1 of 7  
 
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  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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