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Insider Information:   Conjeevaram Smita
Relationship:   Director
City:   Windsor
State:   CT
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   81,121    

Indirect Shares

  0      
Direct Value   $2,333,575    

Indirect Value

  $0      
Total Shares   81,121      
Total Value   $2,333,575      


Ss&c Technologies Holdings Inc
 $367,320 Wisdomtree Investments, Inc
 $513,238 SkyWest Inc
 $972,733 Mcgrath Rentcorp
 $480,285 Ss&c Technologies Holdings Inc
 $367,320 Wisdomtree Investments, Inc
 $513,238 SkyWest Inc
 $972,733 Mcgrath Rentcorp
 $480,285
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   45.8%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Ss&c Technologies Holdings Inc SSNC Director 2020-03-17 6,000 2018-11-12 0    Premium*  
            Wisdomtree Investments, Inc WETF 2023-06-26 57,345 0    Premium*  
            SkyWest Inc SKYW 2024-02-06 13,276 2021-02-11 0    Premium*  
            Mcgrath Rentcorp MGRC Director 2024-04-01 4,500 2022-04-01 0    Premium*  
* Premium Members only  

Records found :    14         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
MGRC Mcgrath Rentcorp Director   –       •      –    2024-04-01 4 OE $0.00 $0 D/D 1,200 4,500 0 -
SKYW SkyWest Inc   –       •      –    2024-02-06 4 A $0.00 $0 D/D 2,632 13,276 0 -
WETF Wisdomtree Investments, I...   –       •      –    2023-06-26 4 A $0.00 $0 D/D 14,662 57,345 0 -
MGRC Mcgrath Rentcorp Director   –       •      –    2023-04-03 4 OE $0.00 $0 D/D 1,500 3,300 0 -
SKYW SkyWest Inc   –       •      –    2023-02-07 4 A $0.00 $0 D/D 5,362 10,644 0 -
WETF Wisdomtree Investments, I... Director   –       •      –    2022-07-25 4 A $0.00 $0 D/D 19,762 42,683 0 -
MGRC Mcgrath Rentcorp Director   –       •      –    2022-04-01 4 OE $0.00 $0 D/D 1,500 1,800 0 -
SKYW SkyWest Inc Director   –       •      –    2022-02-10 4 A $0.00 $0 D/D 3,053 5,282 0 -
WETF Wisdomtree Investments, I... Director   –       •      –    2021-06-17 4 A $0.00 $0 D/D 15,625 22,921 0 -
SKYW SkyWest Inc Director   –       •      –    2021-02-11 4 A $0.00 $0 D/D 2,229 2,229 0 -
WETF Wisdomtree Investments, I... Director   –       •      –    2021-01-25 3 IO $0.00 $0 D/D 0 7,296 %
SSNC Ss&c Technologies Holding... Director   –       •      –    2020-03-17 4 B $39.43 $69,007 D/D 1,750 6,000 2.39 %
SSNC Ss&c Technologies Holding... Director   –       •      –    2020-02-26 4 B $58.80 $73,500 D/D 1,250 4,250 2.39 %
SSNC Ss&c Technologies Holding... Director   –       •      –    2018-11-12 4 B $48.52 $145,554 D/D 3,000 3,000 2.39 -

  14  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