TRUST FBO VON REIS ALTSCHUL SERENA UW ALTSCHUL HELEN G

CIK 1264845 · View on SEC EDGAR ↗

Insider

First SEC filing: Sept. 26, 2003 · Latest: Feb. 10, 2012

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 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

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
March 31, 2017 GAM S 1,000 $33.53 $33,530 2,731 Direct -26.80% Disposed 101.1% (price as of 2026-08-21)
March 13, 2017 GAM S 1,000 $33.37 $33,370 3,731 Direct -21.14% Disposed 102.1% (price as of 2026-08-21)
Oct. 10, 2016 GAM S 1,000 $32.59 $32,590 4,731 Direct -17.45% Disposed 106.9% (price as of 2026-08-21)
Sept. 22, 2016 GAM S 1,000 $32.91 $32,910 5,731 Direct -14.86% Disposed 104.9% (price as of 2026-08-21)
Sept. 16, 2016 GAM S 1,000 $32.30 $32,300 6,731 Direct -12.93% Disposed 108.8% (price as of 2026-08-21)
July 15, 2015 GAM S 2,000 $34.96 $69,920 7,731 Direct -20.55% Disposed 92.9% (price as of 2026-08-21)
July 10, 2014 GAM S 1,500 $36.78 $55,170 9,731 Direct -13.36% Disposed 83.3% (price as of 2026-08-21)
March 7, 2014 GAM S 1,400 $35.07 $49,098 11,231 Direct -11.08% Disposed 92.3% (price as of 2026-08-21)
March 6, 2014 GAM S 1,250 $35.13 $43,912 12,631 Direct -9.01% Disposed 91.9% (price as of 2026-08-21)
March 5, 2014 GAM S 1,365 $35.12 $47,939 13,881 Direct -8.95% Disposed 92.0% (price as of 2026-08-21)
Feb. 7, 2014 GAM S 410 $33.12 $13,579 15,246 Direct -2.62% Disposed 103.6% (price as of 2026-08-21)
Jan. 2, 2014 GAM S 2,000 $34.79 $69,580 15,656 Direct -11.33% Disposed 93.8% (price as of 2026-08-21)
Dec. 11, 2013 GAM S 200 $33.89 $6,778 17,656 Direct -1.12% Disposed 99.0% (price as of 2026-08-21)
Sept. 24, 2003 GAM P 2,000 $25.00 $50,000 2,000 Indirect Acquired 169.7% (price as of 2026-08-21)
Sept. 23, 2003 GAM S 2,000 $25.00 $50,000 0 Indirect -100.00% Disposed 169.7% (price as of 2026-08-21)

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.

Initial ownership (Form 3) 1 holding

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Sept. 26, 2003 GAM General American Investors 7.2% Tax Adv. Cum. Preferred 2,000 Indirect