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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   $153,493,328    

Indirect Value

   $64,034,812      
Total Shares   3,524,647      
Total Value   $217,528,140      


Bank of America Corp $94,607,912 BlackRock Inc A $3,814,400 Goldman Sachs Group Inc $55,071,016 Bank of America Corp $94,607,912 BlackRock Inc A $3,814,400 Goldman Sachs Group Inc $55,071,016
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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  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
GS Goldman Sachs Group Inc Director   –       •      –    2024-02-02 4 GD $0.00 $0 D/D 1,314 128,800 0 -
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 %
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-03-01 4 D $35.79 $4,311,407 D/D (120,464) 2,500,870 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-03-01 4 OE $0.00 $0 D/D 226,350 2,591,936 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-02-15 4 D $33.37 $3,199,315 D/D (95,874) 2,394,984 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-02-15 4 OE $0.00 $0 D/D 180,144 2,424,705 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 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-03-01 4 OE $0.00 $0 D/D 210,912 2,315,528 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-03-01 4 D $28.50 $3,126,051 D/D (109,686) 2,310,714 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-02-15 4 D $34.85 $3,579,618 D/D (102,715) 2,214,302 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-02-15 4 OE $0.00 $0 D/D 192,997 2,250,098 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2019-03-01 4 OE $0.00 $0 D/D 345,239 2,307,757 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2019-03-01 4 D $29.31 $5,385,331 D/D (183,737) 2,124,020 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2019-02-15 4 D $29.11 $3,730,854 D/D (128,164) 1,962,518 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2019-02-15 4 OE $0.00 $0 D/D 240,816 1,992,874 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-08-03 4 OE $30.71 $64,559,053 D/D 2,102,216 3,927,118 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-08-03 4 D $31.51 $65,454,211 D/D (2,077,252) 1,849,866 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-05-24 4 GD $0.00 $0 I/I 341,337 0 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-05-24 4 GA $0.00 $0 I/I 341,337 812,061 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-03-01 4 D $31.48 $7,578,527 D/D (240,741) 1,672,125 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-03-01 4 OE $0.00 $0 D/D 240,741 1,912,866 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-02-15 4 D $32.21 $3,150,396 D/D (97,808) 1,672,125 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-02-15 4 OE $0.00 $0 D/D 183,779 1,708,687 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-02-13 4 D $31.18 $1,331,635 D/D (42,708) 1,586,154 0 -
  25  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
 
 
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