| |
| |
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| Insider
Information: |
Schimpf Eric A. |
| Relationship: |
Pres, Merrill Wealth M... |
| City: |
Charlotte |
| State: |
NC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
26,127 |
|
|
Indirect Shares
|
1,976 |
|
|
| Direct
Value |
$985,249 |
|
|
|
Indirect Value
|
$74,515 |
|
|
| Total
Shares |
28,103 |
|
|
| Total
Value |
$1,059,764 |
|
|
|
|
|
|
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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%
|
| |
|
|
|
|
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Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Bank of America Corp |
BAC |
Pres, Merrill Wealth M... |
2024-02-15 |
26,127 |
2024-02-15 |
1,976 |
Premium* |
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Records found :
15 |
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 |
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2024-02-15 |
4 |
D |
$34.07 |
$348,127 |
D/D |
(10,218) |
26,127 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2024-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
24,024 |
29,149 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2024-01-25 |
4 |
D |
$33.39 |
$261,811 |
D/D |
(7,841) |
12,321 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2024-01-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
18,000 |
20,162 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-11-30 |
4 |
GA |
$0.00 |
$0 |
I/I |
988 |
988 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-11-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
988 |
2,162 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-11-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
988 |
3,150 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-11-15 |
4 |
D |
$29.62 |
$15,402 |
D/D |
(520) |
4,138 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-11-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,235 |
4,658 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-08-15 |
4 |
D |
$29.94 |
$15,509 |
D/D |
(518) |
3,423 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-08-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,234 |
3,941 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-05-15 |
4 |
D |
$27.65 |
$14,129 |
D/D |
(511) |
2,707 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
• • – |
2023-05-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,235 |
3,218 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth MgmtOffic |
• – – |
2023-04-26 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
988 |
|
% |
|
| BAC |
Bank of America Corp |
Pres, Merrill Wealth MgmtOffic |
• – – |
2023-04-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,983 |
|
% |
|
15 Records found
|
1
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Page 1 of 1 |
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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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