| |
| |
|
| Insider
Information: |
Johnson Kelly J |
| Relationship: |
EVP,Private Client Ser... |
| City: |
Portland |
| State: |
OR |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
69,428 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$1,490,212 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
69,428 |
|
|
| Total
Value |
$1,490,212 |
|
|
|
|
|
|
|
|
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  |
 |
Umpqua Holdings Corp |
UMPQ |
EVP/Wealth Management |
2014-04-21 |
59,378 |
|
0 |
Premium* |
|
|
Heartland Financial USA Inc |
HTLF |
EVP,Private Client Ser... |
2018-04-05 |
10,050 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
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 |
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2018-04-05 |
4 |
S |
$53.05 |
$107,479 |
D/D |
(2,026) |
4,012 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2018-01-20 |
4 |
OE |
$55.50 |
$18,482 |
D/D |
333 |
5,544 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2018-01-19 |
4 |
OE |
$55.50 |
$27,417 |
D/D |
494 |
6,038 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2018-01-18 |
4 |
OE |
$54.85 |
$37,024 |
D/D |
675 |
5,211 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2018-01-18 |
4 |
A |
$47.70 |
$24,995 |
D/D |
524 |
4,536 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2017-01-19 |
4 |
OE |
$46.25 |
$12,996 |
D/D |
281 |
4,012 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2016-12-30 |
4 |
A |
$31.68 |
$24,996 |
D/D |
789 |
3,731 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2016-03-08 |
4 |
A |
$0.00 |
$0 |
D/D |
2,188 |
9,056 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2016-01-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,376 |
7,318 |
0 |
- |
|
| HTLF |
Heartland Financial USA I... |
EVP,Private Client Services Sr |
• – – |
2015-05-20 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,500 |
|
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-04-21 |
4 |
A |
$0.00 |
$0 |
D/D |
0 |
59,378 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-03-05 |
4 |
D |
$18.40 |
$225,216 |
D/D |
(12,240) |
59,378 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-03-05 |
4 |
OE |
$10.97 |
$183,674 |
D/D |
16,200 |
68,441 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-02-05 |
4 |
D |
$16.75 |
$12,177 |
D/D |
(727) |
55,418 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-31 |
4 |
D |
$17.56 |
$92,541 |
D/D |
(5,270) |
56,145 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-27 |
4 |
D |
$18.23 |
$8,823 |
D/D |
(484) |
61,415 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-23 |
4 |
D |
$19.05 |
$477,736 |
D/D |
(25,078) |
61,899 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-23 |
4 |
OE |
$10.37 |
$377,660 |
D/D |
34,000 |
71,255 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-10 |
4 |
D |
$18.70 |
$19,467 |
D/D |
(1,041) |
52,977 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2013-02-05 |
4 |
D |
$12.86 |
$10,712 |
D/D |
(833) |
54,018 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2013-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
15,000 |
54,851 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2013-01-25 |
4 |
D |
$12.74 |
$7,071 |
D/D |
(555) |
39,851 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2013-01-11 |
4 |
D |
$12.38 |
$12,888 |
D/D |
(1,041) |
40,406 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2012-02-03 |
4 |
D |
$13.00 |
$20,423 |
D/D |
(1,571) |
41,447 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2012-01-12 |
4 |
D |
$12.93 |
$12,814 |
D/D |
(991) |
33,018 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
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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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