Haldeman Charles E - Insider Stock Trading

TC	Stat	Stk	Ins	Fil	+d	+w	+m	+q	+h	+y	avg
P	%ret	8	1	15	1	1	4	7	4	10	4
P	%wins				80	53	73	80	67	73	71

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	Title	T	TVal	Price	L	Qty	oc	Own	H	r2y	r1y	r6m	r3m	r6w	r3w	r7d	r3d	f1d	f1w	f1m	f3m	f6m	f1y
9/14/20 16:22	9/11/20	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	267	26.65	0	10	13	85	D
3/17/20 16:15	3/16/20	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	296	29.59	0	10	15	75	D
3/12/20 16:15	3/11/20	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	339	33.86	0	10	18	65	D
3/2/20 16:51	2/28/20	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	361	36.11	0	10	22	55	D
12/16/19 16:16	12/13/19	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	387	38.65	0	10	29	45	D
11/14/18 20:50	11/14/18	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	577	38.45	0	15	75	35	D
11/17/17 16:04	11/16/17	JBGS	Jbg Smith Properties	MD	RlEst	REIT	Real Estate Investment Trusts	Haldeman Charles E	MD	D		P	652	32.59	0	20	New	20	D
5/15/17 17:40	5/12/17	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NY	D		M	0	0.00	33	49	15	366	D	48	53	51	36	11	1	0	0
5/16/16 16:16	5/13/16	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	DO	Non-Exec	M	0	0.00	11	48	16	350	D	14	-3	1	24	7	-3	-3	-2	0	3	2	13	5
2/5/16 16:35	2/4/16	DST	Dst Systems Inc	DE	BizSv	DocSv	Computer Processing & Data Pr	Haldeman Charles E	MO	D		P	517	103.38	33	5	65	13	D	20	4	-4	-15	-9	-2	-2	-3	-1	-1	7	18	19	15
8/31/15 16:21	8/31/15	DST	Dst Systems Inc	DE	BizSv	DocSv	Computer Processing & Data Pr	Haldeman Charles E	MO	D		P	205	102.69	33	2	35	8	D	47	14	-3	-12	-22	-3	-2	9	-3	0	1	21	7	20
8/19/15 16:12	8/18/15	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	DO	Non-Exec	P	520	10.40	6	50	18	325	D	25	-14	-18	-22	-13	-9	2	3	7	-1	8	22	2	40
8/6/15 17:35	8/6/15	DST	Dst Systems Inc	DE	BizSv	DocSv	Computer Processing & Data Pr	Haldeman Charles E	MO	D		P	319	106.38	33	3	112	6	D	54	22	9	-6	-13	-18	4	0	0	0	-2	16	-1	15
5/15/15 16:21	5/15/15	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	DO	Non-Exec	M	0	0.00	7	56	25	275	D		17	24	5	7	2	-1	0	0	0	-2	-25	-3	-2
5/8/14 18:30	5/7/14	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	DO	Non-Exec	P	460	10.96	5	42	23	224	D			18	2	-4	15	14	4	3	3	9	2	-3	21
2/4/14 13:10	2/3/14	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	D		P	1,104	11.04	5	100	122	182	D			22	25	-3	-6	-9	-2	4	6	12	2	4	14
11/7/13 16:15	11/5/13	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	D		P	168	9.44	3	18	28	82	D				22	13	18	16	5	0	-1	15	11	13	8
11/5/13 16:33	11/1/13	KCG	Kcg Holdings, Inc.	DE	Financ	FinTrd	Security Brokers, Dealers & F	Haldeman Charles E	NJ	D		P.m	315	8.95	3	35	122	64	D				10	7	12	9	9	6	6	20	17	19	14
8/13/12 16:00	8/13/12	MHP	McGraw-Hill Companies Inc	NY	Media	Print	Books: Publishing or Publishi	Haldeman Charles E	NY	D		P	148	49.24	0	3	New	3	D
8/6/07 17:19	8/2/07	MMC	Marsh & McLennan Companies, Inc.	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	M.d	0	0.00	33	43	268	58	D	-1	2	-7	-16	-14	-14	-10	-2	-6	-4	-3	-8	1	6
4/16/07 15:46	4/13/07	PCA	Putnam California Investment Grade Municipal Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	D		S.a	-3	13.93	0	0	-100	0	D
4/13/07 15:01	4/13/07	PCA	Putnam California Investment Grade Municipal Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	D		S	-4	14.76	0	0	-100	0	D
2/6/07 16:12	2/4/07	MMC	Marsh & McLennan Companies, Inc.	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	M.d	0	0.00	33	43		33	D	-5	0	14	-3	-2	-6	-1	-1	0	2	-1	10	-4	-5
10/30/06 13:31	10/27/06	PTM	Putnam Managed High Yield Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	D		S	-4	9.07	0	0	-100	0	D
10/26/06 16:17	10/24/06	MMC	Marsh & McLennan Companies, Inc.	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	M.d	0	0.00	33	14		8	D	6	4	-4	9	8	6	3	3	0	4	9	2	10	-9
10/25/05 16:32	10/24/05	MMC	Marsh & McLennan Companies, Inc.	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	M.d	0	0.00	33	14		11	D	-34	12	4	0	0	-3	-1	-1	-1	2	7	8	8	4
5/20/05 17:58	3/30/05	MMC	Marsh & McLennan Companies, Inc.	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	P.m	0	29.65	33	0	0	53	D	-35	-29	9	-3	0	6	2	3	-1	-2	-6	-7	-3	-2
2/14/05 18:02	9/30/04	MMC	Marsh & McLennan Companies, Inc.	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	P.m	36	33.40	33	1	2	53	D	-13	-30	-22	20	0	6	1	3	1	-2	-5	-10	-15	-1
11/22/04 16:47	11/19/04	PGM	Putnam Investment Grade Municipal Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	9.79	0	0	New	0	D
11/22/04 16:42	11/19/04	PMT	Putnam Master Income Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	6.57	0	1	New	1	D
11/22/04 16:38	11/19/04	PMM	Putnam Managed Municipal Income Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	7.21	1	0	New	0	D	12	5	9	1	-1	-1	1	0	0	-1	0	1	11	3
11/22/04 16:35	11/19/04	PIM	Putnam Master Intermediate Income Trust		Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	6.50	2	1	New	1	D	20	9	4	-1	-5	-3	0	-1	0	0	2	3	2	-1
11/22/04 16:31	11/19/04	PCF	Putnam High Income Bond Fund	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	7.91	0	0	New	0	D	51	15	13	5	1	0	2	1	2	2	4	1	-2	5
11/22/04 16:26	11/19/04	PPT	Putnam Premier Income Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	6.51	2	1	New	1	D	23	10	8	2	-1	-2	1	0	0	0	2	4	1	0
11/22/04 16:23	11/19/04	PMH	Putnam Tax Free Health Care Fund	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	12.04	0	0	New	0	D
11/22/04 16:19	11/19/04	PTM	Putnam Managed High Yield Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	8.50	0	0	New	0	D
11/22/04 16:15	11/19/04	PMN	Putnam New York Investment Grade Municipal Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	11.82	0	0	New	0	D
11/22/04 16:12	11/19/04	PMO	Putnam Municipal Opportunities Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	12.35	0	0	New	0	D	20	7	5	-2	-1	-2	1	1	0	-1	-1	-1	0	-4
11/22/04 15:23	11/19/04	PMG	Putnam Municipal Bond Fund	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	12.83	0	0	New	0	D
11/22/04 15:13	11/19/04	PCA	Putnam California Investment Grade Municipal Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	13.53	0	0	New	0	D
11/22/04 14:59	11/19/04	PYM	Putnam High Yield Municipal Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	6.64	0	1	New	1	D
11/22/04 14:53	11/19/04	PCV	Putnam High Income Opportunities Trust	MA	Fund	CEF	Closed-End Funds	Haldeman Charles E	MA	OH	P,CEO of	P	3	18.17	0	0	New	0	D
10/27/04 17:28	10/25/04	MMC	Marsh & McLennan Companies Inc	DE	Insur	InsBrk	Insurance Agents, Brokers & S	Haldeman Charles E	MA	O	P,CEO,Pu	M.d	0	0.00	33	14	36	52	D	-33	-34	-36	-35	-36	-37	-1	16	-2	-4	0	7	-1	2

D	Derivative transaction in filing (usually option exercise)
M	Multiple transactions in filing; earliest reported transaction date and weighted average transaction price
A	Amended filing
E	Error detected in filing

S - Sale	Sale of securities on an exchange or to another person
S - Sale+OE	Sale of securities on an exchange or to another person (after option exercise)
F - Tax	Payment of exercise price or tax liability using portion of securities received from the company
P - Purchase	Purchase of securities on an exchange or from another person

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