Watsco Inc.. (WSO) NEW YORK STOCK EXCHANGE INC.
$431.97 (2.31) (-0.53%)
Market Cap: $17.11B
As of 03/28/24 04:00 PM EDT. Market closed.
Watsco Inc.. (WSO)
NEW YORK STOCK EXCHANGE INC.
$431.97
(2.31) (-0.53%)
Market Cap: $17.11B
As of 03/28/24 04:00 PM EDT. Market closed.
watsco, inc. (nyse:wso) is the largest distributor of heating, air conditioning, and refrigeration (hvac/r) products with 507 locations in 36 states, puerto rico, latin america and the caribbean. founded more than 50 years ago as a manufacturer of parts and components for hvac/r equipment, watsco entered the distribution segment in 1989 and has become the industry leader with sales of $2.0 ... read more
watsco, inc. (nyse:wso) is the largest distributor of heating, air conditioning, and refrigeration (hvac/r) products with 507 locations in 36 states, puerto rico, latin america and the caribbean. founded more than 50 years ago as a manufacturer of parts and components for hvac/r equipment, watsco entered the distribution segment in 1989 and has become the industry leader with sales of $2.0 billion in 2009. watsco has 4,000 employees assisting over 50,000 contractors who, in turn, service, repair or replace hvac/r systems. watsco meets contractor’s needs by supplying the products required for the four major industry segments: air conditioners, furnaces and related parts (50%) air movement products, including ductwork and insulation (25%) controls, including thermostats and air treatment systems (15%) refrigeration products (10%) read less
Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
MENENDEZ ANA M | CFO / Treasurer | Mar 11, 2024 | Option Exercise | $428.47 | 19 | 8,141 | 1,530 | Mar 13, 2024, 05:05 PM |
LOGAN BARRY S | Executive Vice President | Mar 11, 2024 | Option Exercise | $428.47 | 18 | 7,712 | 2,544 | Mar 13, 2024, 05:04 PM |
Nahmad Aaron J | President | Mar 11, 2024 | Option Exercise | $428.47 | 19 | 8,141 | 483 | Mar 13, 2024, 05:02 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 11, 2024 | Option Exercise | $428.47 | 19 | 8,141 | 49 | Mar 13, 2024, 05:01 PM |
ALVAREZ CESAR L | Director | Dec 12, 2023 | Option Exercise | $160.69 | 5,000 | 803,450 | 0 | Dec 14, 2023, 04:24 PM |
ALVAREZ CESAR L | Director | Dec 12, 2023 | Sale | $412.34 | 5,000 | 2,061,700 | 0 | Dec 14, 2023, 04:24 PM |
Custer John Michael | Director | Jun 06, 2023 | Option Exercise | $345.02 | 1,257 | 433,690 | 410 | Jun 08, 2023, 04:14 PM |
Custer John Michael | Director | Jun 06, 2023 | Option Exercise | $260.28 | 1,667 | 433,887 | 0 | Jun 08, 2023, 04:14 PM |
ALVAREZ CESAR L | Director | May 22, 2023 | Option Exercise | $185.12 | 4,000 | 740,480 | 0 | May 24, 2023, 04:08 PM |
ALVAREZ CESAR L | Director | May 22, 2023 | Sale | $332.64 | 4,000 | 1,330,560 | 0 | May 24, 2023, 04:08 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 13, 2023 | Option Exercise | $249.40 | 30 | 7,482 | 1,511 | Mar 15, 2023, 04:21 PM |
LOGAN BARRY S | Executive Vice President | Mar 13, 2023 | Option Exercise | $249.40 | 30 | 7,482 | 2,526 | Mar 15, 2023, 04:19 PM |
Nahmad Aaron J | President | Mar 13, 2023 | Option Exercise | $249.40 | 30 | 7,482 | 464 | Mar 15, 2023, 04:18 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 13, 2023 | Option Exercise | $249.40 | 30 | 7,482 | 30 | Mar 15, 2023, 04:17 PM |
Dickins Denise | Director | Mar 03, 2023 | Option Exercise | $314.03 | 3,536 | 1,110,410 | 2,464 | Mar 06, 2023, 04:21 PM |
Dickins Denise | Director | Mar 03, 2023 | Option Exercise | $185.12 | 6,000 | 1,110,720 | 0 | Mar 06, 2023, 04:21 PM |
MOSS BOB L | Director | Jun 01, 2022 | Option Exercise | $175.07 | 2,500 | 437,675 | 36,500 | Jun 03, 2022, 04:11 PM |
ALVAREZ CESAR L | Director | May 27, 2022 | Option Exercise | $143.86 | 4,000 | 575,440 | 0 | Jun 01, 2022, 04:26 PM |
ALVAREZ CESAR L | Director | May 27, 2022 | Sale | $253.55 | 4,000 | 1,014,211 | 0 | Jun 01, 2022, 04:26 PM |
MOSS BOB L | Director | Apr 25, 2022 | Option Exercise | $160.69 | 2,000 | 321,380 | 34,000 | Apr 27, 2022, 04:11 PM |
Keeley Brian E. | Director | Mar 23, 2022 | Option Exercise | $171.79 | 11,000 | 1,889,740 | 0 | Mar 25, 2022, 04:08 PM |
Keeley Brian E. | Director | Mar 23, 2022 | Sale | $299.68 | 11,000 | 3,296,519 | 0 | Mar 25, 2022, 04:08 PM |
LOGAN BARRY S | Executive Vice President | Mar 14, 2022 | Option Exercise | $312.88 | 23 | 7,196 | 2,496 | Mar 16, 2022, 04:18 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 14, 2022 | Option Exercise | $312.88 | 23 | 7,196 | 1,481 | Mar 16, 2022, 04:17 PM |
Nahmad Aaron J | President | Mar 14, 2022 | Option Exercise | $312.88 | 23 | 7,196 | 434 | Mar 16, 2022, 04:15 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 14, 2022 | Option Exercise | $312.88 | 23 | 7,196 | 1,494 | Mar 16, 2022, 04:14 PM |
Macdonald John Alexander | Director | Nov 17, 2021 | Option Exercise | $165.61 | 2,000 | 331,220 | 2,000 | Nov 19, 2021, 04:37 PM |
Rubin Steven | Director | Nov 05, 2021 | Option Exercise | $295.22 | 725 | 214,035 | 608 | Nov 09, 2021, 05:29 PM |
Rubin Steven | Director | Nov 05, 2021 | Option Exercise | $160.69 | 1,333 | 214,200 | 0 | Nov 09, 2021, 05:29 PM |
LOGAN BARRY S | Executive Vice President | Apr 28, 2021 | Sale | $294.14 | 5,500 | 1,617,747 | 3,500 | Apr 30, 2021, 04:55 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 10, 2021 | Option Exercise | $226.55 | 25 | 5,664 | 1,471 | Mar 12, 2021, 04:40 PM |
Nahmad Aaron J | President | Mar 10, 2021 | Option Exercise | $226.55 | 25 | 5,664 | 411 | Mar 12, 2021, 04:38 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 10, 2021 | Option Exercise | $226.55 | 25 | 5,664 | 1,458 | Mar 12, 2021, 04:36 PM |
LOGAN BARRY S | Executive Vice President | Mar 10, 2021 | Option Exercise | $226.55 | 1 | 227 | 2,473 | Mar 12, 2021, 04:34 PM |
MOSS BOB L | Director | Dec 07, 2020 | Option Exercise | $161.68 | 12,000 | 1,940,200 | 4,000 | Dec 09, 2020, 04:42 PM |
SAPE GEORGE | Director | Aug 03, 2020 | Option Exercise | $151.81 | 9,667 | 1,467,590 | 0 | Aug 05, 2020, 07:55 AM |
SAPE GEORGE | Director | Aug 03, 2020 | Sale | $235.25 | 9,667 | 2,274,200 | 0 | Aug 05, 2020, 07:55 AM |
Keeley Brian E. | Director | Jul 31, 2020 | Option Exercise | $160.69 | 1,000 | 160,690 | 4,120 | Aug 04, 2020, 04:09 PM |
Rubin Steven | Director | Jul 28, 2020 | Option Exercise | $226.41 | 6,582 | 1,490,231 | 1,355 | Jul 30, 2020, 06:57 PM |
Rubin Steven | Director | Jul 28, 2020 | Option Exercise | $171.96 | 8,667 | 1,490,420 | 0 | Jul 30, 2020, 06:57 PM |
SAPE GEORGE | Director | Jun 11, 2020 | Sale | $175.23 | 560 | 98,130 | 7,471 | Jun 12, 2020, 04:37 PM |
Dickins Denise | Director | Jun 01, 2020 | Option Exercise | $175.07 | 4,873 | 853,116 | 1,127 | Jun 03, 2020, 04:53 PM |
Dickins Denise | Director | Jun 01, 2020 | Option Exercise | $142.21 | 6,000 | 853,260 | 0 | Jun 03, 2020, 04:53 PM |
Rush Stephen F. | EVP and COO | Mar 09, 2020 | Option Exercise | $180.15 | 30 | 5,404 | 852 | Mar 11, 2020, 04:33 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 09, 2020 | Option Exercise | $180.15 | 31 | 5,585 | 1,446 | Mar 11, 2020, 04:32 PM |
Nahmad Aaron J | President | Mar 09, 2020 | Option Exercise | $180.15 | 31 | 5,585 | 386 | Mar 11, 2020, 04:31 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 09, 2020 | Option Exercise | $180.15 | 31 | 5,585 | 1,433 | Mar 11, 2020, 04:30 PM |
LOGAN BARRY S | Executive Vice President | Mar 09, 2020 | Option Exercise | $180.15 | 28 | 5,044 | 2,472 | Mar 11, 2020, 04:29 PM |
LOGAN BARRY S | Executive Vice President | Mar 04, 2020 | Sale | $167.76 | 3,800 | 637,499 | 0 | Mar 06, 2020, 04:41 PM |
LOGAN BARRY S | Executive Vice President | Mar 05, 2020 | Sale | $173.73 | 500 | 86,863 | 9,000 | Mar 06, 2020, 04:41 PM |
Keeley Brian E. | Director | Dec 04, 2019 | Buy | $178.13 | 737 | 131,282 | 737 | Jan 17, 2020, 04:23 PM |
Keeley Brian E. | Director | Dec 02, 2019 | Buy | $179.83 | 100 | 17,983 | 2,322 | Jan 17, 2020, 04:23 PM |
MOSS BOB L | Director | Nov 14, 2019 | Sale | $178.10 | 100 | 17,810 | 1,700 | Nov 18, 2019, 04:33 PM |
SAPE GEORGE | Director | Oct 21, 2019 | Sale | $174.87 | 550 | 96,178 | 8,031 | Oct 23, 2019, 04:10 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 12, 2019 | Option Exercise | $139.14 | 39 | 5,426 | 1,402 | Mar 14, 2019, 04:56 PM |
LOGAN BARRY S | Senior Vice President | Mar 12, 2019 | Option Exercise | $139.14 | 37 | 5,148 | 2,444 | Mar 14, 2019, 04:56 PM |
Nahmad Aaron J | President | Mar 12, 2019 | Option Exercise | $139.14 | 39 | 5,426 | 355 | Mar 14, 2019, 04:55 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 12, 2019 | Option Exercise | $139.14 | 39 | 5,426 | 1,415 | Mar 14, 2019, 04:55 PM |
LOGAN BARRY S | Senior Vice President | Dec 20, 2018 | Sale | $141.27 | 2,500 | 353,165 | 13,300 | Dec 21, 2018, 05:21 PM |
Dickins Denise | Director | Mar 13, 2018 | Option Exercise | $181.27 | 5,041 | 913,782 | 2,459 | Mar 15, 2018, 04:26 PM |
Dickins Denise | Director | Mar 13, 2018 | Option Exercise | $121.84 | 7,500 | 913,800 | 0 | Mar 15, 2018, 04:26 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 08, 2018 | Option Exercise | $170.04 | 23 | 3,911 | 1,363 | Mar 12, 2018, 06:05 PM |
LOGAN BARRY S | Senior Vice President | Mar 08, 2018 | Option Exercise | $170.04 | 23 | 3,911 | 2,407 | Mar 12, 2018, 06:04 PM |
Nahmad Aaron J | President | Mar 08, 2018 | Option Exercise | $170.04 | 23 | 3,911 | 316 | Mar 12, 2018, 06:04 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 08, 2018 | Option Exercise | $170.04 | 23 | 3,911 | 1,376 | Mar 12, 2018, 06:03 PM |
LOGAN BARRY S | Senior Vice President | Nov 22, 2017 | Sale | $164.29 | 3,246 | 533,302 | 15,800 | Nov 27, 2017, 04:43 PM |
LOGAN BARRY S | Senior Vice President | Mar 02, 2017 | Option Exercise | $148.12 | 26 | 3,851 | 2,384 | Mar 06, 2017, 04:34 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 02, 2017 | Option Exercise | $148.12 | 26 | 3,851 | 1,340 | Mar 06, 2017, 04:32 PM |
Nahmad Aaron J | President | Mar 02, 2017 | Option Exercise | $148.12 | 26 | 3,851 | 293 | Mar 06, 2017, 04:30 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 02, 2017 | Option Exercise | $148.12 | 26 | 3,851 | 1,353 | Mar 06, 2017, 04:29 PM |
UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | Feb 28, 2017 | Sale | $140.68 | 1,250,000 | 175,849,991 | 0 | Feb 28, 2017, 05:08 PM |
UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | Feb 28, 2017 | Sale | $140.68 | 2,985,685 | 420,026,144 | 0 | Feb 28, 2017, 05:08 PM |
MOSS BOB L | Director | Jul 27, 2016 | Option Exercise | $100.40 | 3,334 | 334,734 | 20,000 | Jul 29, 2016, 04:11 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 08, 2016 | Option Exercise | $117.13 | 33 | 3,865 | 1,314 | Mar 10, 2016, 04:44 PM |
LOGAN BARRY S | Senior Vice President | Mar 08, 2016 | Option Exercise | $117.13 | 33 | 3,865 | 2,358 | Mar 10, 2016, 04:44 PM |
Nahmad Aaron J | President | Mar 08, 2016 | Option Exercise | $117.13 | 33 | 3,865 | 267 | Mar 10, 2016, 04:43 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 08, 2016 | Option Exercise | $117.13 | 33 | 3,865 | 1,327 | Mar 10, 2016, 04:43 PM |
Darnell David C. | Director | Dec 09, 2015 | Sale | $121.66 | 3,000 | 364,989 | 5,754 | Dec 11, 2015, 04:01 PM |
Darnell David C. | Director | Dec 03, 2015 | Option Exercise | $125.67 | 11,246 | 1,413,285 | 8,754 | Dec 07, 2015, 04:39 PM |
Darnell David C. | Director | Dec 03, 2015 | Option Exercise | $70.67 | 20,000 | 1,413,400 | 0 | Dec 07, 2015, 04:39 PM |
LOGAN BARRY S | Senior Vice President | Nov 12, 2015 | Sale | $121.85 | 8,000 | 974,832 | 15,046 | Nov 12, 2015, 05:03 PM |
MOSS BOB L | Director | Nov 10, 2015 | Option Exercise | $100.40 | 6,666 | 669,266 | 16,666 | Nov 12, 2015, 05:02 PM |
Nahmad Aaron J | Vice President | Mar 04, 2015 | Option Exercise | $107.00 | 33 | 3,531 | 240 | Mar 06, 2015, 04:46 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 04, 2015 | Option Exercise | $107.00 | 36 | 3,852 | 1,289 | Mar 06, 2015, 04:46 PM |
LOGAN BARRY S | Senior Vice President | Mar 04, 2015 | Option Exercise | $107.00 | 36 | 3,852 | 2,332 | Mar 06, 2015, 04:46 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 04, 2015 | Option Exercise | $107.00 | 36 | 3,852 | 1,297 | Mar 06, 2015, 04:45 PM |
MANLEY PAUL F | Director | Nov 21, 2014 | Sale | $101.28 | 3,000 | 303,843 | 6,248 | Nov 24, 2014, 04:42 PM |
MOSS BOB L | Director | Sep 19, 2014 | Buy | $88.14 | 3,000 | 264,411 | 10,000 | Sep 23, 2014, 05:00 PM |
LOGAN BARRY S | Senior Vice President | Aug 26, 2014 | Sale | $93.69 | 4,000 | 374,751 | 0 | Aug 28, 2014, 04:26 PM |
Nahmad Aaron J | Vice President | Mar 06, 2014 | Option Exercise | $96.06 | 31 | 2,978 | 207 | Mar 10, 2014, 04:29 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 06, 2014 | Option Exercise | $96.06 | 39 | 3,746 | 1,259 | Mar 10, 2014, 04:29 PM |
LOGAN BARRY S | Senior Vice President | Mar 06, 2014 | Option Exercise | $96.06 | 39 | 3,746 | 2,302 | Mar 10, 2014, 04:29 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 06, 2014 | Option Exercise | $96.06 | 39 | 3,746 | 1,320 | Mar 10, 2014, 04:29 PM |
LOGAN BARRY S | Senior Vice President | Oct 23, 2013 | Sale | $96.17 | 4,891 | 470,381 | 1,972 | Oct 24, 2013, 04:23 PM |
SAPE GEORGE | Director | Oct 21, 2013 | Option Exercise | $94.75 | 4,749 | 449,968 | 15,251 | Oct 23, 2013, 04:13 PM |
SAPE GEORGE | Director | Oct 21, 2013 | Option Exercise | $22.50 | 20,000 | 450,000 | 0 | Oct 23, 2013, 04:13 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 21, 2013 | Option Exercise | $94.75 | 7,779 | 737,060 | 13,954 | Oct 23, 2013, 04:12 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 21, 2013 | Option Exercise | $21.95 | 15,000 | 329,250 | 15,000 | Oct 23, 2013, 04:12 PM |
Dickins Denise | Director | Sep 20, 2013 | Buy | $93.55 | 540 | 50,516 | 5,296 | Sep 23, 2013, 04:36 PM |
Dickins Denise | Director | Sep 13, 2013 | Option Exercise | $92.70 | 540 | 50,058 | 4,756 | Sep 16, 2013, 04:13 PM |
LOGAN BARRY S | Senior Vice President | Aug 19, 2013 | Option Exercise | $89.03 | 5,505 | 490,110 | 1,358 | Aug 20, 2013, 04:20 PM |
Fedrizzi Steven R | Director | Dec 21, 2012 | Sale | $75.79 | 1,585 | 120,130 | 2,113 | Apr 08, 2013, 04:27 PM |
Nahmad Aaron J | Vice President | Mar 14, 2013 | Option Exercise | $74.90 | 32 | 2,397 | 176 | Mar 18, 2013, 04:19 PM |
Johnston Paul W | Vice President | Mar 14, 2013 | Option Exercise | $74.90 | 50 | 3,745 | 630 | Mar 18, 2013, 04:19 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 14, 2013 | Option Exercise | $74.90 | 50 | 3,745 | 1,220 | Mar 18, 2013, 04:19 PM |
LOGAN BARRY S | Senior Vice President | Mar 14, 2013 | Option Exercise | $74.90 | 50 | 3,745 | 2,263 | Mar 18, 2013, 04:19 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 14, 2013 | Option Exercise | $74.90 | 50 | 3,745 | 1,281 | Mar 18, 2013, 04:18 PM |
Fedrizzi Steven R | Director | Dec 17, 2012 | Option Exercise | $72.67 | 5,504 | 399,976 | 3,698 | Dec 19, 2012, 05:40 PM |
Fedrizzi Steven R | Director | Dec 17, 2012 | Option Exercise | $60.01 | 6,666 | 400,027 | 0 | Dec 19, 2012, 05:40 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 28, 2012 | Sale | $71.12 | 38,700 | 2,752,351 | 0 | Nov 30, 2012, 05:01 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 27, 2012 | Sale | $71.44 | 28,885 | 2,063,469 | 0 | Nov 28, 2012, 04:40 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 26, 2012 | Sale | $71.76 | 23,300 | 1,672,098 | 0 | Nov 28, 2012, 04:40 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 21, 2012 | Sale | $71.84 | 9,700 | 696,819 | 0 | Nov 26, 2012, 04:22 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 23, 2012 | Sale | $72.41 | 4,729 | 342,443 | 0 | Nov 26, 2012, 04:22 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 20, 2012 | Sale | $72.10 | 28,100 | 2,025,983 | 0 | Nov 21, 2012, 04:43 PM |
NAHMAD ALBERT H | Chairman and CEO | Nov 09, 2012 | Option Exercise | $70.50 | 15,528 | 1,094,724 | 526,036 | Nov 13, 2012, 04:16 PM |
Nahmad Aaron J | Vice President | Sep 10, 2012 | Option Exercise | $77.00 | 3,592 | 276,584 | 1,408 | Sep 12, 2012, 04:44 PM |
Nahmad Aaron J | Vice President | Sep 10, 2012 | Option Exercise | $47.47 | 5,000 | 237,350 | 0 | Sep 12, 2012, 04:44 PM |
Nahmad Aaron J | Vice President | Jul 01, 2012 | Option Exercise | $70.50 | 2,500 | 176,250 | 15,700 | Jul 05, 2012, 04:40 PM |
MENENDEZ ANA M | CFO / Treasurer | Jul 01, 2012 | Option Exercise | $70.50 | 3,500 | 246,750 | 31,700 | Jul 03, 2012, 04:26 PM |
Johnston Paul W | Vice President | Jul 01, 2012 | Option Exercise | $70.50 | 3,500 | 246,750 | 31,700 | Jul 03, 2012, 04:26 PM |
LOGAN BARRY S | Senior Vice President | Jul 01, 2012 | Option Exercise | $70.50 | 2,500 | 176,250 | 100,700 | Jul 03, 2012, 04:26 PM |
Dickins Denise | Director | May 29, 2012 | Option Exercise | $36.33 | 5,000 | 181,650 | 5,000 | May 31, 2012, 04:17 PM |
Johnston Paul W | Vice President | May 11, 2012 | Option Exercise | $73.94 | 8,769 | 648,380 | 11,231 | May 15, 2012, 04:53 PM |
Johnston Paul W | Vice President | Mar 14, 2012 | Option Exercise | $65.66 | 55 | 3,611 | 580 | May 15, 2012, 04:53 PM |
Johnston Paul W | Vice President | May 11, 2012 | Option Exercise | $16.44 | 20,000 | 328,800 | 200 | May 15, 2012, 04:53 PM |
Fedrizzi Steven R | Director | May 02, 2012 | Option Exercise | $74.10 | 10,798 | 800,132 | 2,536 | May 04, 2012, 05:05 PM |
Fedrizzi Steven R | Director | May 02, 2012 | Option Exercise | $60.01 | 13,334 | 800,173 | 0 | May 04, 2012, 05:05 PM |
Dickins Denise | Director | May 02, 2012 | Option Exercise | $58.87 | 20,000 | 1,177,400 | 0 | May 04, 2012, 05:05 PM |
Dickins Denise | Director | May 02, 2012 | Sale | $73.82 | 20,000 | 1,476,324 | 0 | May 04, 2012, 05:05 PM |
LOGAN BARRY S | Senior Vice President | May 02, 2012 | Sale | $73.48 | 4,028 | 295,961 | 6,855 | May 04, 2012, 05:04 PM |
LOGAN BARRY S | Senior Vice President | May 02, 2012 | Sale | $73.26 | 10,608 | 777,186 | 10,883 | May 04, 2012, 05:03 PM |
LOGAN BARRY S | Senior Vice President | May 02, 2012 | Sale | $72.97 | 11,446 | 835,158 | 21,491 | May 04, 2012, 05:01 PM |
LOGAN BARRY S | Senior Vice President | May 02, 2012 | Sale | $72.71 | 11,418 | 830,223 | 32,937 | May 04, 2012, 05:00 PM |
UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | Apr 27, 2012 | Buy | $71.80 | 1,250,000 | 89,750,004 | 1,250,000 | Apr 30, 2012, 05:22 PM |
Nahmad Aaron J | Vice President | Mar 14, 2012 | Option Exercise | $65.66 | 31 | 2,035 | 144 | Mar 16, 2012, 04:44 PM |
Johnston Paul W | Vice President | Mar 14, 2012 | Option Exercise | $65.66 | 55 | 3,611 | 580 | Mar 16, 2012, 04:43 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 14, 2012 | Option Exercise | $65.66 | 55 | 3,611 | 1,170 | Mar 16, 2012, 04:43 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 14, 2012 | Option Exercise | $65.66 | 55 | 3,611 | 1,231 | Mar 16, 2012, 04:42 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 02, 2012 | Option Exercise | $72.50 | 49,001 | 3,552,573 | 1,695,799 | Mar 06, 2012, 05:40 PM |
NAHMAD ALBERT H | Chairman and CEO | Jan 05, 2012 | Option Exercise | $67.10 | 9,300 | 624,030 | 1,646,798 | Jan 06, 2012, 04:14 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 21, 2011 | Option Exercise | $57.41 | 7,616 | 437,235 | 6,733 | Oct 25, 2011, 04:38 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 21, 2011 | Option Exercise | $12.95 | 15,000 | 194,250 | 15,000 | Oct 25, 2011, 04:38 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 25, 2011 | Sale | $60.72 | 3,692 | 224,166 | 0 | Oct 25, 2011, 04:38 PM |
Nahmad Aaron J | Vice President | Oct 07, 2011 | Option Exercise | $56.95 | 30,889 | 1,759,129 | 51,605 | Oct 12, 2011, 04:33 PM |
NAHMAD ALBERT H | Chairman and CEO | Oct 07, 2011 | Option Exercise | $56.95 | 312,542 | 17,799,267 | 498,845 | Oct 12, 2011, 04:32 PM |
NAHMAD ALBERT H | Chairman and CEO | Oct 07, 2011 | Option Exercise | $56.95 | 250,764 | 14,281,010 | 561,564 | Oct 12, 2011, 04:32 PM |
Nahmad Aaron J | Vice President | Sep 26, 2011 | Option Exercise | $54.38 | 5,000 | 271,900 | 20,716 | Oct 11, 2011, 04:24 PM |
NAHMAD ALBERT H | Chairman and CEO | Sep 26, 2011 | Option Exercise | $54.38 | 10,000 | 543,800 | 310,800 | Oct 11, 2011, 04:24 PM |
Nahmad Aaron J | Vice President | Apr 15, 2011 | Option Exercise | $69.70 | 5,000 | 348,500 | 13,200 | Apr 19, 2011, 04:55 PM |
Nahmad Aaron J | Vice President | Mar 11, 2011 | Option Exercise | $63.08 | 17 | 1,072 | 113 | Mar 15, 2011, 04:40 PM |
MENENDEZ ANA M | CFO / Treasurer | Mar 11, 2011 | Option Exercise | $63.08 | 51 | 3,217 | 1,115 | Mar 15, 2011, 04:40 PM |
Johnston Paul W | Vice President | Mar 11, 2011 | Option Exercise | $63.08 | 58 | 3,659 | 525 | Mar 15, 2011, 04:40 PM |
LOGAN BARRY S | Senior Vice President | Mar 11, 2011 | Option Exercise | $63.08 | 58 | 3,659 | 2,213 | Mar 15, 2011, 04:39 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 11, 2011 | Option Exercise | $63.08 | 58 | 3,659 | 1,176 | Mar 15, 2011, 04:39 PM |
MANLEY PAUL F | Director | Mar 04, 2011 | Option Exercise | $11.30 | 15,000 | 169,500 | 8,000 | Mar 08, 2011, 05:31 PM |
MANLEY PAUL F | Director | Mar 04, 2011 | Option Exercise | $19.41 | 6,750 | 131,017 | 0 | Mar 08, 2011, 05:31 PM |
MANLEY PAUL F | Director | Mar 04, 2011 | Sale | $65.50 | 13,750 | 900,641 | 0 | Mar 08, 2011, 05:31 PM |
NAHMAD ALBERT H | Chairman and CEO | Mar 01, 2011 | Option Exercise | $64.11 | 221,876 | 14,224,470 | 1,637,498 | Mar 03, 2011, 04:28 PM |
NAHMAD ALBERT H | Chairman and CEO | Jan 13, 2011 | Option Exercise | $64.11 | 79,176 | 5,075,973 | 1,415,622 | Jan 18, 2011, 04:37 PM |
Nahmad Aaron J | Vice President | Jan 07, 2011 | Option Exercise | $61.10 | 8,200 | 501,020 | 8,200 | Jan 11, 2011, 06:07 PM |
MENENDEZ ANA M | CFO / Treasurer | Jan 07, 2011 | Option Exercise | $61.10 | 8,200 | 501,020 | 28,200 | Jan 11, 2011, 06:07 PM |
Johnston Paul W | Vice President | Jan 07, 2011 | Option Exercise | $61.10 | 8,200 | 501,020 | 28,200 | Jan 11, 2011, 06:06 PM |
LOGAN BARRY S | Senior Vice President | Jan 07, 2011 | Option Exercise | $61.10 | 8,200 | 501,020 | 98,200 | Jan 11, 2011, 06:06 PM |
Nahmad Aaron J | Vice President | Dec 14, 2010 | Option Exercise | $59.73 | 5,000 | 298,650 | 0 | Dec 16, 2010, 04:24 PM |
Nahmad Aaron J | Vice President | Dec 14, 2010 | Sale | $64.17 | 5,000 | 320,870 | 0 | Dec 16, 2010, 04:24 PM |
Tapella Gary L | Director | Dec 10, 2010 | Option Exercise | $36.33 | 5,000 | 181,650 | 5,000 | Dec 14, 2010, 05:02 PM |
Tapella Gary L | Director | Dec 10, 2010 | Sale | $64.15 | 3,000 | 192,450 | 1,513 | Dec 14, 2010, 05:02 PM |
MOSS BOB L | Director | Dec 06, 2010 | Sale | $62.00 | 5,000 | 310,000 | 51,766 | Dec 08, 2010, 04:17 PM |
Johnston Paul W | Vice President | Dec 03, 2010 | Option Exercise | $17.09 | 10,000 | 170,900 | 0 | Dec 07, 2010, 05:19 PM |
Johnston Paul W | Vice President | Dec 03, 2010 | Sale | $61.60 | 10,000 | 616,031 | 0 | Dec 07, 2010, 05:19 PM |
MOSS BOB L | Director | Nov 11, 2010 | Sale | $59.00 | 5,000 | 295,000 | 56,766 | Nov 15, 2010, 04:30 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 22, 2010 | Option Exercise | $56.02 | 14,210 | 796,044 | 40,000 | Oct 26, 2010, 04:34 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 22, 2010 | Option Exercise | $9.63 | 15,000 | 144,450 | 15,000 | Oct 26, 2010, 04:34 PM |
MENENDEZ ANA M | CFO / Treasurer | Oct 22, 2010 | Option Exercise | $9.63 | 15,000 | 144,450 | 1,064 | Oct 26, 2010, 04:34 PM |
Owner | Relationship | Date | Value($) |
MENENDEZ ANA M | CFO / Treasurer | 03/11/2024 | 8,141 |
LOGAN BARRY S | Executive Vice President | 03/11/2024 | 7,712 |
Nahmad Aaron J | President | 03/11/2024 | 8,141 |
NAHMAD ALBERT H | Chairman and CEO | 03/11/2024 | 8,141 |
ALVAREZ CESAR L | Director | 12/12/2023 | 803,450 |
ALVAREZ CESAR L | Director | 12/12/2023 | 2,061,700 |
Custer John Michael | Director | 06/06/2023 | 433,690 |
Custer John Michael | Director | 06/06/2023 | 433,887 |
ALVAREZ CESAR L | Director | 05/22/2023 | 740,480 |
ALVAREZ CESAR L | Director | 05/22/2023 | 1,330,560 |
MENENDEZ ANA M | CFO / Treasurer | 03/13/2023 | 7,482 |
LOGAN BARRY S | Executive Vice President | 03/13/2023 | 7,482 |
Nahmad Aaron J | President | 03/13/2023 | 7,482 |
NAHMAD ALBERT H | Chairman and CEO | 03/13/2023 | 7,482 |
Dickins Denise | Director | 03/03/2023 | 1,110,410 |
Dickins Denise | Director | 03/03/2023 | 1,110,720 |
MOSS BOB L | Director | 06/01/2022 | 437,675 |
ALVAREZ CESAR L | Director | 05/27/2022 | 575,440 |
ALVAREZ CESAR L | Director | 05/27/2022 | 1,014,211 |
MOSS BOB L | Director | 04/25/2022 | 321,380 |
Keeley Brian E. | Director | 03/23/2022 | 1,889,740 |
Keeley Brian E. | Director | 03/23/2022 | 3,296,519 |
LOGAN BARRY S | Executive Vice President | 03/14/2022 | 7,196 |
MENENDEZ ANA M | CFO / Treasurer | 03/14/2022 | 7,196 |
Nahmad Aaron J | President | 03/14/2022 | 7,196 |
NAHMAD ALBERT H | Chairman and CEO | 03/14/2022 | 7,196 |
Macdonald John Alexander | Director | 11/17/2021 | 331,220 |
Rubin Steven | Director | 11/05/2021 | 214,035 |
Rubin Steven | Director | 11/05/2021 | 214,200 |
LOGAN BARRY S | Executive Vice President | 04/28/2021 | 1,617,747 |
NAHMAD ALBERT H | Chairman and CEO | 03/10/2021 | 5,664 |
Nahmad Aaron J | President | 03/10/2021 | 5,664 |
MENENDEZ ANA M | CFO / Treasurer | 03/10/2021 | 5,664 |
LOGAN BARRY S | Executive Vice President | 03/10/2021 | 227 |
MOSS BOB L | Director | 12/07/2020 | 1,940,200 |
SAPE GEORGE | Director | 08/03/2020 | 1,467,590 |
SAPE GEORGE | Director | 08/03/2020 | 2,274,200 |
Keeley Brian E. | Director | 07/31/2020 | 160,690 |
Rubin Steven | Director | 07/28/2020 | 1,490,231 |
Rubin Steven | Director | 07/28/2020 | 1,490,420 |
SAPE GEORGE | Director | 06/11/2020 | 98,130 |
Dickins Denise | Director | 06/01/2020 | 853,116 |
Dickins Denise | Director | 06/01/2020 | 853,260 |
Rush Stephen F. | EVP and COO | 03/09/2020 | 5,404 |
NAHMAD ALBERT H | Chairman and CEO | 03/09/2020 | 5,585 |
Nahmad Aaron J | President | 03/09/2020 | 5,585 |
MENENDEZ ANA M | CFO / Treasurer | 03/09/2020 | 5,585 |
LOGAN BARRY S | Executive Vice President | 03/09/2020 | 5,044 |
LOGAN BARRY S | Executive Vice President | 03/04/2020 | 637,499 |
LOGAN BARRY S | Executive Vice President | 03/05/2020 | 86,863 |
Keeley Brian E. | Director | 12/04/2019 | 131,282 |
Keeley Brian E. | Director | 12/02/2019 | 17,983 |
MOSS BOB L | Director | 11/14/2019 | 17,810 |
SAPE GEORGE | Director | 10/21/2019 | 96,178 |
MENENDEZ ANA M | CFO / Treasurer | 03/12/2019 | 5,426 |
LOGAN BARRY S | Senior Vice President | 03/12/2019 | 5,148 |
Nahmad Aaron J | President | 03/12/2019 | 5,426 |
NAHMAD ALBERT H | Chairman and CEO | 03/12/2019 | 5,426 |
LOGAN BARRY S | Senior Vice President | 12/20/2018 | 353,165 |
Dickins Denise | Director | 03/13/2018 | 913,782 |
Dickins Denise | Director | 03/13/2018 | 913,800 |
MENENDEZ ANA M | CFO / Treasurer | 03/08/2018 | 3,911 |
LOGAN BARRY S | Senior Vice President | 03/08/2018 | 3,911 |
Nahmad Aaron J | President | 03/08/2018 | 3,911 |
NAHMAD ALBERT H | Chairman and CEO | 03/08/2018 | 3,911 |
LOGAN BARRY S | Senior Vice President | 11/22/2017 | 533,302 |
LOGAN BARRY S | Senior Vice President | 03/02/2017 | 3,851 |
MENENDEZ ANA M | CFO / Treasurer | 03/02/2017 | 3,851 |
Nahmad Aaron J | President | 03/02/2017 | 3,851 |
NAHMAD ALBERT H | Chairman and CEO | 03/02/2017 | 3,851 |
UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | 02/28/2017 | 175,849,991 |
UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | 02/28/2017 | 420,026,144 |
MOSS BOB L | Director | 07/27/2016 | 334,734 |
MENENDEZ ANA M | CFO / Treasurer | 03/08/2016 | 3,865 |
LOGAN BARRY S | Senior Vice President | 03/08/2016 | 3,865 |
Nahmad Aaron J | President | 03/08/2016 | 3,865 |
NAHMAD ALBERT H | Chairman and CEO | 03/08/2016 | 3,865 |
Darnell David C. | Director | 12/09/2015 | 364,989 |
Darnell David C. | Director | 12/03/2015 | 1,413,285 |
Darnell David C. | Director | 12/03/2015 | 1,413,400 |
LOGAN BARRY S | Senior Vice President | 11/12/2015 | 974,832 |
MOSS BOB L | Director | 11/10/2015 | 669,266 |
Nahmad Aaron J | Vice President | 03/04/2015 | 3,531 |
MENENDEZ ANA M | CFO / Treasurer | 03/04/2015 | 3,852 |
LOGAN BARRY S | Senior Vice President | 03/04/2015 | 3,852 |
NAHMAD ALBERT H | Chairman and CEO | 03/04/2015 | 3,852 |
MANLEY PAUL F | Director | 11/21/2014 | 303,843 |
MOSS BOB L | Director | 09/19/2014 | 264,411 |
LOGAN BARRY S | Senior Vice President | 08/26/2014 | 374,751 |
Nahmad Aaron J | Vice President | 03/06/2014 | 2,978 |
MENENDEZ ANA M | CFO / Treasurer | 03/06/2014 | 3,746 |
LOGAN BARRY S | Senior Vice President | 03/06/2014 | 3,746 |
NAHMAD ALBERT H | Chairman and CEO | 03/06/2014 | 3,746 |
LOGAN BARRY S | Senior Vice President | 10/23/2013 | 470,381 |
SAPE GEORGE | Director | 10/21/2013 | 449,968 |
SAPE GEORGE | Director | 10/21/2013 | 450,000 |
MENENDEZ ANA M | CFO / Treasurer | 10/21/2013 | 737,060 |
MENENDEZ ANA M | CFO / Treasurer | 10/21/2013 | 329,250 |
Dickins Denise | Director | 09/20/2013 | 50,516 |
Dickins Denise | Director | 09/13/2013 | 50,058 |
LOGAN BARRY S | Senior Vice President | 08/19/2013 | 490,110 |
Fedrizzi Steven R | Director | 12/21/2012 | 120,130 |
Nahmad Aaron J | Vice President | 03/14/2013 | 2,397 |
Johnston Paul W | Vice President | 03/14/2013 | 3,745 |
MENENDEZ ANA M | CFO / Treasurer | 03/14/2013 | 3,745 |
LOGAN BARRY S | Senior Vice President | 03/14/2013 | 3,745 |
NAHMAD ALBERT H | Chairman and CEO | 03/14/2013 | 3,745 |
Fedrizzi Steven R | Director | 12/17/2012 | 399,976 |
Fedrizzi Steven R | Director | 12/17/2012 | 400,027 |
NAHMAD ALBERT H | Chairman and CEO | 11/28/2012 | 2,752,351 |
NAHMAD ALBERT H | Chairman and CEO | 11/27/2012 | 2,063,469 |
NAHMAD ALBERT H | Chairman and CEO | 11/26/2012 | 1,672,098 |
NAHMAD ALBERT H | Chairman and CEO | 11/21/2012 | 696,819 |
NAHMAD ALBERT H | Chairman and CEO | 11/23/2012 | 342,443 |
NAHMAD ALBERT H | Chairman and CEO | 11/20/2012 | 2,025,983 |
NAHMAD ALBERT H | Chairman and CEO | 11/09/2012 | 1,094,724 |
Nahmad Aaron J | Vice President | 09/10/2012 | 276,584 |
Nahmad Aaron J | Vice President | 09/10/2012 | 237,350 |
Nahmad Aaron J | Vice President | 07/01/2012 | 176,250 |
MENENDEZ ANA M | CFO / Treasurer | 07/01/2012 | 246,750 |
Johnston Paul W | Vice President | 07/01/2012 | 246,750 |
LOGAN BARRY S | Senior Vice President | 07/01/2012 | 176,250 |
Dickins Denise | Director | 05/29/2012 | 181,650 |
Johnston Paul W | Vice President | 05/11/2012 | 648,380 |
Johnston Paul W | Vice President | 03/14/2012 | 3,611 |
Johnston Paul W | Vice President | 05/11/2012 | 328,800 |
Fedrizzi Steven R | Director | 05/02/2012 | 800,132 |
Fedrizzi Steven R | Director | 05/02/2012 | 800,173 |
Dickins Denise | Director | 05/02/2012 | 1,177,400 |
Dickins Denise | Director | 05/02/2012 | 1,476,324 |
LOGAN BARRY S | Senior Vice President | 05/02/2012 | 295,961 |
LOGAN BARRY S | Senior Vice President | 05/02/2012 | 777,186 |
LOGAN BARRY S | Senior Vice President | 05/02/2012 | 835,158 |
LOGAN BARRY S | Senior Vice President | 05/02/2012 | 830,223 |
UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | 04/27/2012 | 89,750,004 |
Nahmad Aaron J | Vice President | 03/14/2012 | 2,035 |
Johnston Paul W | Vice President | 03/14/2012 | 3,611 |
MENENDEZ ANA M | CFO / Treasurer | 03/14/2012 | 3,611 |
NAHMAD ALBERT H | Chairman and CEO | 03/14/2012 | 3,611 |
NAHMAD ALBERT H | Chairman and CEO | 03/02/2012 | 3,552,573 |
NAHMAD ALBERT H | Chairman and CEO | 01/05/2012 | 624,030 |
MENENDEZ ANA M | CFO / Treasurer | 10/21/2011 | 437,235 |
MENENDEZ ANA M | CFO / Treasurer | 10/21/2011 | 194,250 |
MENENDEZ ANA M | CFO / Treasurer | 10/25/2011 | 224,166 |
Nahmad Aaron J | Vice President | 10/07/2011 | 1,759,129 |
NAHMAD ALBERT H | Chairman and CEO | 10/07/2011 | 17,799,267 |
NAHMAD ALBERT H | Chairman and CEO | 10/07/2011 | 14,281,010 |
Nahmad Aaron J | Vice President | 09/26/2011 | 271,900 |
NAHMAD ALBERT H | Chairman and CEO | 09/26/2011 | 543,800 |
Nahmad Aaron J | Vice President | 04/15/2011 | 348,500 |
Nahmad Aaron J | Vice President | 03/11/2011 | 1,072 |
MENENDEZ ANA M | CFO / Treasurer | 03/11/2011 | 3,217 |
Johnston Paul W | Vice President | 03/11/2011 | 3,659 |
LOGAN BARRY S | Senior Vice President | 03/11/2011 | 3,659 |
NAHMAD ALBERT H | Chairman and CEO | 03/11/2011 | 3,659 |
MANLEY PAUL F | Director | 03/04/2011 | 169,500 |
MANLEY PAUL F | Director | 03/04/2011 | 131,017 |
MANLEY PAUL F | Director | 03/04/2011 | 900,641 |
NAHMAD ALBERT H | Chairman and CEO | 03/01/2011 | 14,224,470 |
NAHMAD ALBERT H | Chairman and CEO | 01/13/2011 | 5,075,973 |
Nahmad Aaron J | Vice President | 01/07/2011 | 501,020 |
MENENDEZ ANA M | CFO / Treasurer | 01/07/2011 | 501,020 |
Johnston Paul W | Vice President | 01/07/2011 | 501,020 |
LOGAN BARRY S | Senior Vice President | 01/07/2011 | 501,020 |
Nahmad Aaron J | Vice President | 12/14/2010 | 298,650 |
Nahmad Aaron J | Vice President | 12/14/2010 | 320,870 |
Tapella Gary L | Director | 12/10/2010 | 181,650 |
Tapella Gary L | Director | 12/10/2010 | 192,450 |
MOSS BOB L | Director | 12/06/2010 | 310,000 |
Johnston Paul W | Vice President | 12/03/2010 | 170,900 |
Johnston Paul W | Vice President | 12/03/2010 | 616,031 |
MOSS BOB L | Director | 11/11/2010 | 295,000 |
MENENDEZ ANA M | CFO / Treasurer | 10/22/2010 | 796,044 |
MENENDEZ ANA M | CFO / Treasurer | 10/22/2010 | 144,450 |
MENENDEZ ANA M | CFO / Treasurer | 10/22/2010 | 144,450 |
Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
---|---|---|---|---|
BLACKROCK INC. | 4,052,023 | 0.04% | -1.62% | Other |
CAPITAL WORLD INVESTORS | 908,300 | 0.07% | No change | Growth At A Reasonable Price |
GEODE CAPITAL MANAGEMENT, LLC | 622,803 | 0.03% | 3.79% | Other |
BALYASNY ASSET MANAGEMENT L.P. | 166,000 | 0.13% | -62.98% | Event Driven |
MOTLEY FOOL ASSET MANAGEMENT LLC | 88,021 | 2.81% | -0.89% | Growth At A Reasonable Price |
D. E. SHAW & CO., INC. | 69,700 (Call) | 0.03% | 6.74% | Other |
DRIEHAUS CAPITAL MANAGEMENT LLC | 55,977 | 0.29% | 17.43% | Growth |
HOLOCENE ADVISORS, LP | 13,217 | 0.02% | -51.05% | Growth At A Reasonable Price |
WCM INVESTMENT MANAGEMENT, LLC | 14,956 | 0.02% | 13.44% | Growth At A Reasonable Price |
GOTHAM ASSET MANAGEMENT, LLC | 13,807 | 0.11% | 45.69% | Other |
AQR CAPITAL MANAGEMENT LLC | 12,473 | 0.01% | -3.04% | Other |
D. E. SHAW & CO., INC. | 12,400 (Put) | 0.00464% | 195.24% | Other |
D. E. SHAW & CO., INC. | 5,517 | 0.00207% | -32.86% | Other |
BRIDGEWATER ASSOCIATES, LP | 5,411 | 0.01% | 243.56% | Other |
ALPS ADVISORS INC | 2,354 | 0.00793% | -1.83% | Other |
ENSEMBLE CAPITAL MANAGEMENT, LLC | 2,235 | 0.09% | No change | Growth At A Reasonable Price |
Period of Report: 12/31/2023
10-K/10-Q Filings: View