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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
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 %
GS Goldman Sachs Group Inc Director   –       •      –    2024-02-02 4 GD $0.00 $0 D/D 1,314 128,800 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-03-01 4 D $28.50 $137,199 D/D (4,814) 2,310,714 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   •       –      –    2011-03-15 4 OE $0.00 $0 D/D 5,144 205,144 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-03-15 4 D $13.96 $71,810 D/D (5,144) 200,000 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   •       –      –    2011-04-15 4 D $12.82 $65,946 D/D (5,144) 200,000 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   •       –      –    2011-05-13 4 D $11.93 $61,368 D/D (5,144) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-15 4 D $10.50 $54,012 D/D (5,144) 351,952 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-07-15 4 D $10.00 $51,440 D/D (5,144) 351,952 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-07-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-08-15 4 D $7.76 $39,917 D/D (5,144) 351,952 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-08-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-09-15 4 D $7.33 $37,706 D/D (5,144) 351,952 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-09-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-10-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-10-15 4 D $6.19 $31,841 D/D (5,144) 351,952 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-11-15 4 D $6.13 $31,533 D/D (5,144) 351,952 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-11-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-12-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
  166  Records found
  1  2   3   4   5   6   7      
  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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