| |
| |
|
| Insider
Information: |
Roberts George R |
| Relationship: |
|
| City: |
Menlo Park |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
39 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
414,793,669 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$22,303,902,569 |
|
|
| Total
Shares |
414,793,669 |
|
|
| Total
Value |
$22,303,902,569 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
31
|
|
Stock
price went up :
|
0
|
21
|
| Stock
price went down : |
0
|
10
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
2.1
|
| Percentage
Gain/Loss : |
0.0%
|
 958.4%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Amphenol Corp |
APH |
10% Owner |
2003-08-15 |
0 |
2004-02-23 |
4,350,628 |
Premium* |
|
|
Layne Christensen Co |
LAYN |
10% Owner |
2003-06-30 |
0 |
2003-07-01 |
121,741 |
Premium* |
|
|
Willis Towers Watson Public Limi... |
WLTW |
Director |
2003-05-06 |
0 |
2004-03-22 |
8,717,790 |
Premium* |
|
|
O-I Glass Inc |
OI |
Director, 10% Owner |
2004-04-01 |
0 |
2004-04-01 |
36,000,000 |
Premium* |
|
|
Accuride Corp |
ACW |
10% Owner |
2005-04-25 |
0 |
2005-04-25 |
12,818,600 |
Premium* |
|
|
Medcath Corp |
MDTH |
10% Owner |
|
0 |
2009-10-01 |
1,968,522 |
Premium* |
|
|
Dollar General Corp |
DG |
10% Owner |
|
0 |
2013-04-03 |
210,339 |
Premium* |
|
|
KKR Financial Holdings LLC |
KKR |
|
|
0 |
2022-05-31 |
2,257,635 |
Premium* |
|
|
Jazz Pharmaceuticals Inc |
JAZZ |
See Footnotes (1) - (6... |
2011-07-29 |
0 |
2013-03-08 |
7,888 |
Premium* |
|
|
Sealy Corp |
ZZ |
10% Owner |
2013-03-18 |
0 |
2013-03-18 |
0 |
Premium* |
|
|
Rignet, Inc. |
RNET |
|
|
0 |
2018-08-31 |
5,000,254 |
Premium* |
|
|
Amedisys Inc |
AMED |
10% Owner |
2013-10-17 |
0 |
2018-06-04 |
22,933 |
Premium* |
|
|
Pra Health Sciences, Inc. |
PRAH |
|
|
0 |
2018-08-09 |
6,695,984 |
Premium* |
|
|
Coherus Biosciences, Inc. |
CHRS |
10% Owner |
2014-11-12 |
0 |
2014-11-12 |
2,499,499 |
Premium* |
|
|
Engility Holdings, Inc. |
EGL |
|
|
0 |
2019-01-14 |
0 |
Premium* |
|
|
Godaddy Inc. |
GDDY |
10% Owner |
|
0 |
2018-08-17 |
8,050 |
Premium* |
|
|
JM Smucker Company |
SJM |
10% Owner |
|
0 |
2015-09-25 |
0 |
Premium* |
|
|
Zimmer Holdings Inc |
ZBH |
10% Owner |
|
0 |
2015-06-24 |
7,529,640 |
Premium* |
|
|
Us Foods Holding Corp. |
USFD |
|
|
0 |
2017-12-04 |
0 |
Premium* |
|
|
National Vision Holdings, Inc. |
EYE |
|
2018-03-19 |
0 |
2018-11-19 |
9,149,908 |
Premium* |
|
|
Laureate Education Inc |
LAUR |
|
2017-02-06 |
0 |
2022-11-22 |
0 |
Premium* |
|
|
Warrior Met Coal Inc |
HCC |
|
|
0 |
2017-04-19 |
4,071,745 |
Premium* |
|
|
Ingersoll Rand Inc |
IR |
|
|
0 |
2020-06-19 |
44,788,635 |
Premium* |
|
|
Sonos Inc |
SONO |
|
2018-08-06 |
0 |
2020-06-17 |
0 |
Premium* |
|
|
Kimbell Royalty Partners, Lp |
KRP |
|
2018-09-23 |
0 |
2021-07-12 |
202,170 |
Premium* |
|
|
Fiserv Inc |
FISV |
|
|
0 |
2021-05-03 |
62,300,667 |
Premium* |
|
|
Transphorm Ord Shs |
TGAN |
|
2020-02-12 |
0 |
2023-07-21 |
24,411,968 |
Premium* |
|
|
Bridgebio Pharma, Inc. |
BBIO |
|
2020-05-28 |
0 |
2021-02-17 |
31,060,971 |
Premium* |
|
|
Brightview Holdings Inc |
BV |
|
2020-06-15 |
0 |
2020-06-15 |
50,633,123 |
Premium* |
|
|
Academy Sports & Outdoors, Inc. |
ASO |
|
|
0 |
2021-09-17 |
0 |
Premium* |
|
|
Focus Financial Partners Inc. |
FOCS |
|
2021-03-02 |
0 |
2021-06-23 |
0 |
Premium* |
|
|
Applovin Corp |
APP |
|
2021-04-19 |
0 |
2024-03-06 |
0 |
Premium* |
|
|
Knowbe4, Inc. |
KNBE |
|
|
0 |
2023-02-01 |
0 |
Premium* |
|
|
Impel Neuropharma Inc |
IMPL |
|
2021-04-27 |
0 |
2021-04-27 |
3,802,638 |
Premium* |
|
|
Kkr Real Estate Finance Trust Inc. |
KREF |
|
2021-05-13 |
0 |
2021-11-01 |
14,250,001 |
Premium* |
|
|
Coty Inc. |
COTY |
|
2021-09-10 |
0 |
2021-09-10 |
0 |
Premium* |
|
|
Forgerock, Inc. |
FORG |
|
2021-09-20 |
0 |
2021-09-20 |
0 |
Premium* |
|
|
Crescent Energy Co |
CRGY |
|
|
0 |
2024-04-01 |
572,354 |
Premium* |
|
|
Brightspring Health Services, Inc. |
BTSG |
|
|
0 |
2024-01-26 |
81,339,986 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
207 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 8 of 9
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| DG |
Dollar General Corp |
10% Owner |
– – • |
2012-04-02 |
4 |
S |
$44.01 |
$645,588,687 |
I/I |
(14,670,603) |
1,306,521 |
0 |
- |
|
| APP |
Applovin Corp |
|
• • • |
2023-06-01 |
4 |
S |
$23.00 |
$345,000,000 |
I/I |
(15,000,000) |
29,782,619 |
0 |
% |
|
| APP |
Applovin Corp |
|
• • • |
2023-08-21 |
4 |
S |
$36.85 |
$552,750,000 |
I/I |
(15,000,000) |
4,570,327 |
0 |
% |
|
| DG |
Dollar General Corp |
10% Owner |
– – • |
2013-04-03 |
4 |
S |
$50.14 |
$770,208,262 |
I/I |
(15,361,154) |
210,339 |
0 |
- |
|
| DG |
Dollar General Corp |
10% Owner |
– – • |
2010-04-20 |
4 |
S |
$25.92 |
$400,772,007 |
I/I |
(15,461,883) |
2,305,671 |
0 |
- |
|
| APP |
Applovin Corp |
|
• • • |
2023-05-17 |
4 |
S |
$21.00 |
$335,000,001 |
I/I |
(15,952,381) |
44,782,619 |
0 |
% |
|
| APP |
Applovin Corp |
|
• • • |
2024-03-06 |
4 |
A |
$0.00 |
$0 |
I/I |
16,000,000 |
20,449,890 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2024-03-11 |
4 |
D |
$0.00 |
$0 |
I/I |
(16,100,000) |
35,134,496 |
0 |
- |
|
| DG |
Dollar General Corp |
10% Owner |
– – • |
2012-06-11 |
4 |
S |
$45.23 |
$802,185,597 |
I/I |
(17,735,423) |
957,745 |
0 |
- |
|
| DG |
Dollar General Corp |
10% Owner |
– – • |
2012-10-03 |
4 |
S |
$50.72 |
$940,051,414 |
I/I |
(18,535,964) |
654,062 |
0 |
- |
|
| ASO |
Academy Sports & Outdoors... |
|
• • • |
2021-09-17 |
4 |
S |
$43.52 |
$811,456,599 |
I/I |
(18,645,602) |
0 |
0 |
- |
|
| APP |
Applovin Corp |
|
• • • |
2024-03-06 |
4 |
S |
$54.46 |
$1,081,923,981 |
I/I |
(19,866,397) |
583,493 |
0 |
% |
|
| USFD |
Us Foods Holding Corp. |
|
• • • |
2017-12-04 |
4 |
S |
$28.00 |
$559,377,616 |
I/I |
(19,977,772) |
0 |
0 |
- |
|
| USFD |
Us Foods Holding Corp. |
|
• • • |
2017-09-18 |
4 |
S |
$27.34 |
$546,800,000 |
I/I |
(20,000,000) |
159,822 |
0 |
- |
|
| FISV |
Fiserv Inc |
|
• • • |
2020-12-14 |
4 |
S |
$110.04 |
$2,147,483,647 |
I/I |
(20,125,000) |
85,300,667 |
0 |
% |
|
| USFD |
Us Foods Holding Corp. |
10% Owner |
– – • |
2017-01-31 |
4 |
S |
$25.09 |
$519,363,000 |
I/I |
(20,700,000) |
501,066 |
0 |
- |
|
| WLTW |
Willis Towers Watson Publ... |
Director |
– • • |
2003-05-06 |
4 |
S |
$31.00 |
$662,997,248 |
I/I |
(21,387,008) |
37,682,029 |
|
- |
|
| USFD |
Us Foods Holding Corp. |
|
• • • |
2017-05-17 |
4 |
S |
$27.40 |
$620,818,955 |
I/I |
(22,655,559) |
319,822 |
0 |
- |
|
| FISV |
Fiserv Inc |
|
• • • |
2021-05-03 |
4 |
S |
$117.70 |
$2,147,483,647 |
I/I |
(23,000,000) |
62,300,667 |
0 |
% |
|
| WLTW |
Willis Towers Watson Publ... |
Director |
– • • |
2004-02-25 |
4 |
S |
$37.03 |
$882,882,119 |
I/I |
(23,844,923) |
11,698,405 |
|
- |
|
| IR |
Ingersoll Rand Inc |
|
• • • |
2017-11-20 |
4 |
S |
$26.43 |
$667,443,886 |
I/I |
(25,250,880) |
121,157,473 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2023-06-30 |
4 |
A |
$0.00 |
$0 |
I/I |
27,597,199 |
27,597,199 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2023-06-30 |
4 |
D |
$0.00 |
$0 |
I/I |
(27,597,199) |
54,234,496 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2023-07-03 |
4 |
D |
$0.00 |
$0 |
I/I |
(27,597,199) |
0 |
0 |
- |
|
| IR |
Ingersoll Rand Inc |
|
• • • |
2018-05-07 |
4 |
S |
$29.84 |
$908,136,060 |
I/I |
(30,436,064) |
90,721,409 |
0 |
- |
|
207 Records found
|
|
Page 8 of 9 |
| |
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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|
