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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 6 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   •       •      –    2009-02-24 4 A $0.00 $0 D/D 38,484 367,801 0 -
BBT Truist Financial Corp Director   –       •      –    2010-02-23 4 D $28.21 $300,126 D/D (10,639) 374,658 0 -
BBT Truist Financial Corp Director   –       •      –    2010-02-23 4 A $0.00 $0 D/D 28,079 385,297 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2008-01-31 4 S $36.28 $1,476,325 D/D (40,600) 429,517 0 -
BBT Truist Financial Corp Chairman & CEO   •       •      –    2008-01-31 4 OE $31.00 $5,719,996 D/D 184,516 470,117 0 -
BBT Truist Financial Corp Director   •       •      –    2014-01-22 4 OE $36.68 $6,842,471 D/D 186,545 477,154 0 -
BBT Truist Financial Corp Director   –       •      –    2010-01-26 4 OE $23.94 $5,401,186 D/D 225,637 577,855 0 -

  132  Records found
  1   2   3   4   5   6     
  Page 6 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