Jamie G Kates
CIK 2029677 · View on SEC EDGAR ↗
Insider
First SEC filing: July 10, 2024 · Latest: June 16, 2026
On this page
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net:
$-268,450
+ 7 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
7 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 12, 2026 | CI | S | 899 | $298.61 | $268,450 | 2,368 Direct | -27.52% | Disposed | -6.8% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 12, 2026 | CI | Employee Stock Option (Right to Buy) | Common Stock, $.01 Par Value (899) | $152.89 | March 7, 2028 | 899 | Disposed |
| Feb. 28, 2025 | CI | Employee Stock Option (Right to Buy) | Common Stock, $.01 Par Value (871) | $305.86 | Feb. 28, 2035 | 871 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 10, 2024 | CI | Common Stock, $.01 Par Value | 1,216 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (899) | 899 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (471) | 471 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (644) | 644 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (614) | 614 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (704) | 704 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (518) | 518 | Direct |
| July 10, 2024 | CI | Employee Stock Option (Right to Buy)→ Common Stock, $.01 Par Value (447) | 447 | Direct |