| |
| |
|
| 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 |
$157,928,421 |
|
|
|
Indirect Value
|
$66,368,432 |
|
|
| Total
Shares |
3,524,647 |
|
|
| Total
Value |
$224,296,852 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
166 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & MarketsOffice |
• – – |
2009-08-17 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
179,383 |
|
- |
|
| GS |
Goldman Sachs Group Inc |
Director |
– • – |
2023-07-17 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
77,916 |
|
% |
|
| GS |
Goldman Sachs Group Inc |
Director |
– • – |
2023-07-17 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
130,114 |
|
% |
|
| MER |
Merrill Lynch & Co Inc |
Executive Vice President |
• – – |
2008-08-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,049,997 |
1,049,997 |
0 |
- |
|
| 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 |
• – – |
2010-01-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
402,693 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2010-02-24 |
4 |
A |
$0.00 |
$0 |
I/I |
335,000 |
335,000 |
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 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2010-10-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
16,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2010-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
16,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2010-12-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
16,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
401,766 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
216,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
205,144 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-03-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
216,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-04-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
205,144 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-04-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
216,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-05-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
205,144 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-05-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,652 |
216,652 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
• – – |
2011-06-10 |
4 |
GA |
$0.00 |
$0 |
I/I |
7,556 |
7,556 |
0 |
- |
|
166 Records found
|
|
Page 1 of 7 |
| |
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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|
