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Insider Information:   Mcdaniel Raymond W
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   87,063    

Indirect Shares

  114,510      
Direct Value   $35,000,573    

Indirect Value

  $48,025,494      
Total Shares   201,573      
Total Value   $83,026,067      


Moodys Corp
 $34,756,097 John Wiley & Sons Inc A
 $20,020 Raymond James Financial Inc
 $224,455 Raymond James Financial Inc
 $0 Moodys Corp
 $34,756,097 John Wiley & Sons Inc A
 $20,020 Raymond James Financial Inc
 $224,455 Raymond James Financial Inc
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    11    

     Stock price went up :

    0   
    6    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   0.0   
   1.2   
     Percentage Gain/Loss :
     0.0%
 29.7%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Moodys Corp MCO Director 2023-03-17 82,871 2023-03-17 114,510    Premium*  
            John Wiley & Sons Inc A JW.A Director 2005-09-19 500 2005-09-19 0    Premium*  
            Raymond James Financial Inc RJF Director 2024-04-10 1,846 2024-04-10 0    Premium*  
            Raymond James Financial Inc RJD Director 2024-04-10 1,846 2024-04-10 0    Premium*  
* Premium Members only  

Records found :    185         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MCO Moodys Corp Director   –       •      –    2023-03-02 4 S $0.00 $0 I/I (11,124) 0 0 %
RJF Raymond James Financial I... Director   •       •      –    2024-04-10 4 OE $0.00 $0 D/D 1,846 1,846 0 -
RJD Raymond James Financial I... Director   •       •      –    2024-04-10 4 OE $0.00 $0 D/D 1,846 1,846 0 -
MCO Moodys Corp Director   –       •      –    2022-06-10 4 A $273.76 $625 D/D 2 57,506 0 -
MCO Moodys Corp Director   –       •      –    2022-09-09 4 A $298.53 $627 D/D 2 57,508 0 -
MCO Moodys Corp Director   –       •      –    2022-12-14 4 A $300.07 $628 D/D 2 67,275 0 -
MCO Moodys Corp Director   –       •      –    2022-03-18 4 A $326.79 $2,703 D/D 8 67,503 0 -
MCO Moodys Corp Chairman & CEO   •       •      –    2009-04-30 4 OE $14.06 $2,813 D/D 200 125,911 0 -
MCO Moodys Corp Director   –       •      –    2023-03-17 4 A $295.41 $3,585 D/D 12 82,871 0 -
MCO Moodys Corp Chairman & CEO   •       •      –    2009-04-30 4 AS $30.00 $6,000 D/D (200) 125,711 0 -
MCO Moodys Corp President and CEO   •       •      –    2015-10-16 4 OE $63.09 $6,309 D/D 100 231,266 0 -
MCO Moodys Corp President and CEO   •       •      –    2015-10-16 4 AS $101.00 $10,100 D/D (100) 231,166 0 -
JW.A John Wiley & Sons Inc A Director   –       •      –    2005-09-19 4 B $42.50 $21,258 D/D 500 500 2.39 -
MCO Moodys Corp Chairman & CEO   •       •      –    2009-03-02 4 D $17.11 $56,275 D/D (3,289) 124,959 0 -
MCO Moodys Corp Chairman & CEO   •       •      –    2006-06-05 4 S $52.70 $68,546 D/D (1,300) 114,183 -
MCO Moodys Corp Chief Operating Officer   •       •      –    2004-05-10 4 OE $14.54 $81,324 D/D 5,593 37,115 -
MCO Moodys Corp President & COO   •       •      –    2004-11-04 4 OE $17.17 $88,507 D/D 5,156 36,678 -
MCO Moodys Corp Executive Vice President   •       •      –    2003-08-07 4 OE $16.76 $91,838 D/D 5,479 28,155 -
MCO Moodys Corp Chairman & CEO   •       •      –    2010-03-01 4 D $26.98 $94,295 D/D (3,495) 158,575 0 -
MCO Moodys Corp Chairman & CEO   •       •      –    2006-08-28 4 S $59.68 $111,944 D/D (1,874) 114,183 -
MCO Moodys Corp Chairman & CEO   •       •      –    2007-02-09 4 D $74.46 $123,008 D/D (1,652) 112,531 0 -
MCO Moodys Corp Chairman & CEO   •       •      –    2006-03-06 4 OE $8.08 $124,348 D/D 15,385 129,105 -
MCO Moodys Corp officerTitle   •       •      –    2005-12-05 4 OE $8.08 $124,356 D/D 15,386 100,618 -
MCO Moodys Corp Chairman & CEO   •       •      –    2006-06-05 4 OE $8.08 $128,867 D/D 15,385 129,568 -
MCO Moodys Corp Chairman & CEO   •       •      –    2005-02-09 4 D $85.22 $134,222 D/D (1,575) 42,609 -

  185  Records found
  1   2  3   4   5   6   7   8      
  Page 2 of 8  
 
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