| |
| |
|
| Insider
Information: |
Wells Jason P. |
| Relationship: |
President & CEO, Direc... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
423,185 |
|
|
Indirect Shares
|
108,550 |
|
|
| Direct
Value |
$10,961,964 |
|
|
|
Indirect Value
|
$2,641,132 |
|
|
| Total
Shares |
531,735 |
|
|
| Total
Value |
$13,603,095 |
|
|
|
|
|
|
|
|
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 : |
 14.8%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
PG&E Corp |
PCG |
EVP and CFO |
2020-08-16 |
148,668 |
2020-08-16 |
52,990 |
Premium* |
|
|
CenterPoint Energy Inc |
CNP |
President & CEO, Direc... |
2024-02-20 |
274,517 |
2024-02-20 |
55,560 |
Premium* |
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Records found :
43 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2020-09-28 |
4 |
A |
$0.00 |
$0 |
D/D |
78,207 |
78,207 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2021-02-18 |
4 |
A |
$0.00 |
$0 |
D/D |
19,209 |
97,416 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2021-05-11 |
4 |
B |
$24.06 |
$240,600 |
D/D |
10,000 |
107,416 |
2.74 |
% |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2021-09-28 |
4 |
D |
$24.95 |
$220,209 |
D/D |
(8,826) |
98,590 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2022-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
16,154 |
114,744 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2022-09-28 |
4 |
D |
$30.15 |
$246,929 |
D/D |
(8,190) |
106,554 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2022-12-23 |
4 |
GA |
$0.00 |
$0 |
I/I |
45,560 |
45,560 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
EVP & CFO |
• – – |
2022-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
45,560 |
60,994 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President, COO & CFO |
• – – |
2023-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
33,642 |
94,636 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President, COO & CFO |
• – – |
2023-02-17 |
4 |
D |
$29.21 |
$1,225,856 |
D/D |
(41,967) |
172,281 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President, COO & CFO |
• – – |
2023-02-17 |
4 |
A |
$0.00 |
$0 |
D/D |
119,612 |
214,248 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President & COO |
• – – |
2023-09-28 |
4 |
D |
$26.70 |
$269,296 |
D/D |
(10,086) |
162,195 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President & COO |
• – – |
2023-11-09 |
4 |
B |
$26.91 |
$269,050 |
I/I |
10,000 |
55,560 |
1.99 |
% |
|
| CNP |
CenterPoint Energy Inc |
President & CEO |
• • – |
2024-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
51,579 |
213,774 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President & CEO |
• • – |
2024-02-20 |
4 |
D |
$27.79 |
$1,194,525 |
D/D |
(42,984) |
274,517 |
0 |
- |
|
| CNP |
CenterPoint Energy Inc |
President & CEO |
• • – |
2024-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
103,727 |
317,501 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2016-03-01 |
4 |
D |
$56.21 |
$131,026 |
D/D |
(2,331) |
29,221 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2016-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
16,010 |
31,552 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2016-09-15 |
4 |
D |
$61.84 |
$15,893 |
D/D |
(257) |
28,964 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2017-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
5,408 |
34,372 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2017-03-01 |
4 |
D |
$65.85 |
$343,210 |
D/D |
(5,212) |
29,160 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2017-05-05 |
4 |
A |
$0.00 |
$0 |
D/D |
11,916 |
41,076 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2017-05-05 |
4 |
GA |
$0.00 |
$0 |
I/I |
17,330 |
17,330 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2017-05-05 |
4 |
GD |
$0.00 |
$0 |
D/D |
17,330 |
23,746 |
0 |
- |
|
| PCG |
PG&E Corp |
SVP and CFO |
• • – |
2017-09-15 |
4 |
D |
$70.28 |
$25,090 |
D/D |
(357) |
23,389 |
0 |
- |
|
43 Records found
|
|
Page 1 of 2 |
| |
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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