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Insider Information:   Santos Kleber
Relationship:   Sr. Executive Vice Pre...
City:   Mclean
State:   VA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   52,945    

Indirect Shares

   858      
Direct Value   $5,129,742    

Indirect Value

   $53,488      
Total Shares   53,803      
Total Value   $5,183,230      


Capital One Financial Corp $3,219,582 Wells Fargo & Co $1,910,160 Capital One Financial Corp $3,219,582 Wells Fargo & Co $1,910,160
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    2    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -10.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Capital One Financial Corp COF Pres., Retail & Direct... 2020-03-19 22,304 0    Premium*  
            Wells Fargo & Co WFC Sr. Executive Vice Pre... 2024-02-05 30,641 2024-02-05 858    Premium*  
* Premium Members only  

Records found :    33         Free Registration Required For Full Results.    Limit: 25

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  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
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-02-01 4 A $0.00 $0 D/D 6,827 24,297 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-02-15 4 OE $0.00 $0 D/D 7,813 32,110 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-02-15 4 D $99.52 $777,550 D/D (7,813) 24,297 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-02-15 4 D $98.67 $275,881 D/D (2,796) 21,501 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-02-22 4 AS $97.74 $548,028 D/D (5,607) 15,894 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-03-08 4 D $98.15 $156,844 D/D (1,598) 17,605 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-03-08 4 A $0.00 $0 D/D 3,309 19,203 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2018-03-22 4 AS $97.00 $165,967 D/D (1,711) 15,894 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-01-31 4 A $0.00 $0 D/D 11,261 27,155 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-02-15 4 D $81.57 $336,966 D/D (4,131) 23,024 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-02-15 4 OE $0.00 $0 D/D 4,258 31,413 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-02-15 4 D $79.85 $340,001 D/D (4,258) 27,155 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-02-21 4 AS $82.49 $294,489 D/D (3,570) 19,454 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-03-07 4 D $81.28 $222,301 D/D (2,735) 22,382 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-03-07 4 A $0.00 $0 D/D 5,663 25,117 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2019-03-18 4 AS $84.54 $247,533 D/D (2,928) 19,454 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-01-30 4 A $0.00 $0 D/D 9,299 28,753 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-02-15 4 OE $0.00 $0 D/D 2,622 31,375 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-02-15 4 D $102.03 $267,523 D/D (2,622) 28,753 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-02-15 4 D $102.64 $435,502 D/D (4,243) 24,510 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-02-20 4 AS $101.25 $223,358 D/D (2,206) 22,304 0 %
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-03-05 4 D $85.08 $179,944 D/D (2,115) 24,567 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-03-05 4 A $0.00 $0 D/D 4,378 26,682 0 -
COF Capital One Financial Cor... Pres., Retail & Direct Banking   •       –      –    2020-03-19 4 AS $43.08 $97,490 D/D (2,263) 22,304 0 %
WFC Wells Fargo & Co Sr. Executive Vice President   •       •      –    2022-02-05 4 OE $0.00 $0 D/D 85,030 85,030 0 -
  33  Records found
  1  2      
  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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