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Insider Information:   Schaefer Joy L.
Relationship:  
City:   San Diego
State:   CA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   41,357    

Indirect Shares

  4,459      
Direct Value   $720,806    

Indirect Value

  $94,665      
Total Shares   45,816      
Total Value   $815,470      


American Assets Trust, Inc.
 $87,149 Velocity Financial, Llc
 $633,657 American Assets Trust, Inc.
 $87,149 Velocity Financial, Llc
 $633,657
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

      
       
     Stock price went down :
      
       
   
     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  
            American Assets Trust, Inc. AAT Director 2023-06-05 4,105 2023-06-05 4,459    Premium*  
            Velocity Financial, Llc VEL 2023-05-19 37,252 0    Premium*  
* Premium Members only  

Records found :    11         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
AAT American Assets Trust, In... Director   –       •      –    2023-06-05 4 A $0.00 $0 D/D 2,587 4,105 0 -
VEL Velocity Financial, Llc   –       •      –    2023-05-19 4 A $9.01 $94,992 D/D 10,543 37,252 0 -
AAT American Assets Trust, In... Director   –       •      –    2022-06-07 4 A $0.00 $0 D/D 1,518 5,977 0 -
VEL Velocity Financial, Llc   –       •      –    2022-05-19 4 A $9.13 $94,998 D/D 10,405 26,709 0 -
AAT American Assets Trust, In... Director   –       •      –    2021-06-08 4 A $0.00 $0 D/D 1,296 4,459 0 -
VEL Velocity Financial, Llc   –       •      –    2021-05-19 4 A $10.75 $94,998 D/D 8,837 16,304 0 -
AAT American Assets Trust, In... Director   –       •      –    2020-06-09 4 A $0.00 $0 D/D 1,502 3,163 0 -
VEL Velocity Financial, Llc Director   –       •      –    2020-01-17 3 IO $0.00 $0 D/D 0 7,467 -
AAT American Assets Trust, In... Director   –       •      –    2019-06-14 4 A $43.30 $24,159 D/D 558 1,661 0 -
AAT American Assets Trust, In... Director   –       •      –    2019-06-11 3 IO $0.00 $0 D/D 0 1,103 -
AAT American Assets Trust, In... Director   –       •      –    2019-06-11 4 A $0.00 $0 D/D 1,103 1,103 0 -

  11  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