Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 58,338.42 | reported | 24 Jan 2006 | tx 4+31,898.19 |
| MERCK & CO INC | 26,138.07 | reported | 30 Mar 2007 | tx 30+24,752.871−6,330 |
| Beacon Financial Corp | 1,200 | reported | 30 Jan 2014 | tx 24+59,734−11,510 |
| K&F Industries Holdings, Inc. | 0 | reported | 22 Jun 2007 | tx 3−80,929 |
3 purchases reported after at least 12 months of silence — most recent on 08 Feb 2010.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jan 2014 | GRANT_AWARD | Beacon Financial Corp | 1,200 | 0.00 USD | |
| 30 Jan 2013 | GRANT_AWARD | Beacon Financial Corp | 1,244 | 0.00 USD | |
| 30 Jan 2013 | EXERCISE | Beacon Financial Corp | 11,510 | 22.30 USD | |
| 30 Jan 2013 | EXERCISE | Beacon Financial Corp | 11,510 | 0.00 USD | deriv |
| 30 Jan 2012 | GRANT_AWARD | Beacon Financial Corp | 1,310 | 0.00 USD | |
| 30 Jan 2011 | GRANT_AWARD | Beacon Financial Corp | 943 | 0.00 USD | |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 403 | 16.94 USD | |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 1,102 | 16.93 USD | |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 200 | 16.89 USD | |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 1,800 | 16.87 USD | |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 100 | 16.86 USD | |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 726 | 16.95 USD | first after silence |
| 08 Feb 2010 | PURCHASE | Beacon Financial Corp | 5,669 | 16.90 USD | |
| 30 Jan 2010 | GRANT_AWARD | Beacon Financial Corp | 1,813 | 0.00 USD | |
| 18 Nov 2008 | PURCHASE | Beacon Financial Corp | 4,293 | 24.75 USD | first after silence |
| 18 Nov 2008 | PURCHASE | Beacon Financial Corp | 4,293 | 24.75 USD | |
| 30 Jan 2008 | GRANT_AWARD | Beacon Financial Corp | 1,346 | 0.00 USD | |
| 02 Nov 2007 | PURCHASE | Beacon Financial Corp | 5,018 | 26.10 USD | |
| 02 Nov 2007 | PURCHASE | Beacon Financial Corp | 511 | 25.95 USD | |
| 02 Nov 2007 | PURCHASE | Beacon Financial Corp | 4,471 | 25.99 USD | |
| 22 Jun 2007 | OTHER | K&F Industries Holdings, Inc. | 43,078 | 27.00 USD | |
| 22 Jun 2007 | OTHER | K&F Industries Holdings, Inc. | 33,062 | 21.78 USD | deriv |
| 22 Jun 2007 | OTHER | K&F Industries Holdings, Inc. | 4,789 | 21.78 USD | deriv |
| 30 Mar 2007 | GRANT_AWARD | MERCK & CO INC | 956.53 | 44.17 USD | deriv |
| 20 Feb 2007 | PURCHASE | Beacon Financial Corp | 10,000 | 34.19 USD | first after silence |