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Insider Information:   Allison John A
Relationship:  
City:   Winston-Salem
State:   NC
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   293,401    

Indirect Shares

  362,604      
Direct Value   $10,467,880    

Indirect Value

  $12,923,207      
Total Shares   656,005      
Total Value   $23,391,087      


Truist Financial Corp
 $10,433,218 Moelis & Co
 $34,662 Truist Financial Corp
 $10,433,218 Moelis & Co
 $34,662
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Truist Financial Corp BBT Director 2014-02-25 292,739 2014-02-25 362,604    Premium*  
            Moelis & Co MC 2024-03-28 662 2015-11-04 0    Premium*  
* Premium Members only  

Records found :    132         Free Registration Required For Full Results.    Limit: 25

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  Page 5 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BBT Truist Financial Corp Chairman & CEO   •       •      –    2004-05-04 4 OE $9.40 $133,005 D/D 14,154 222,530 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2004-10-27 4 GD $0.00 $0 D/D 19,000 224,521 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2005-04-21 4 OE $13.19 $66,995 D/D 5,080 228,458 -
BBT Truist Financial Corp officerTitle   •       •      –    2005-12-02 4 GD $0.00 $0 D/D 5,450 228,923 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2005-07-20 4 S $42.84 $1,499,596 D/D (34,952) 230,456 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2006-03-20 4 B $0.00 $0 D/D 10 231,167 2.73 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2004-10-20 4 S $39.47 $378,695 D/D (9,594) 243,521 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2006-04-26 4 OE $20.19 $299,913 D/D 14,856 246,023 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2004-10-20 4 OE $9.40 $268,698 D/D 28,594 253,115 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2005-07-20 4 OE $13.19 $460,947 D/D 34,952 265,408 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2006-12-08 4 GD $0.00 $0 D/D 6,225 273,113 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2006-10-25 4 S $42.88 $1,074,305 D/D (25,000) 276,916 0 -
BBT Truist Financial Corp Director   •       •      –    2012-12-01 4 GD $0.00 $0 D/D 30,000 288,282 0 -
BBT Truist Financial Corp Director   •       •      –    2013-02-26 4 A $0.00 $0 D/D 2,327 290,609 0 -
BBT Truist Financial Corp Director   •       •      –    2014-01-22 4 S $39.19 $7,310,922 D/D (186,545) 290,609 0 -
BBT Truist Financial Corp Director   •       •      –    2014-02-25 4 A $0.00 $0 D/D 2,130 292,739 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2006-10-25 4 OE $20.19 $1,037,138 D/D 51,374 301,916 0 -
BBT Truist Financial Corp Director   –       •      –    2011-12-07 4 GD $0.00 $0 D/D 30,000 315,956 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2008-01-31 4 S $35.71 $1,680,496 D/D (46,800) 318,825 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2008-11-03 4 GD $0.00 $0 D/D 7,015 329,317 0 -
BBT Truist Financial Corp Director   –       •      –    2010-07-27 4 GD $0.00 $0 D/D 30,000 344,658 0 -
BBT Truist Financial Corp Director   –       •      –    2011-02-22 4 A $0.00 $0 D/D 1,298 345,956 0 -
BBT Truist Financial Corp Chairman   •       •      –    2009-07-21 4 D $20.98 $326,931 D/D (15,583) 352,218 0 -
BBT Truist Financial Corp Director   –       •      –    2010-01-26 4 S $27.45 $6,057,390 D/D (220,637) 357,218 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2008-01-31 4 S $36.01 $2,311,061 D/D (63,892) 365,625 0 -

  132  Records found
  1   2   3   4   5  6      
  Page 5 of 6  
 
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