Anne M Tatlock
CIK 1020567 · Vice Chairman · last filed 2015-03-11
Anne M Tatlock is a Vice Chairman who has filed 75 SEC Form 4 insider transactions across 4 companies since 2007. The most recent filing, for BEN, was dated Mar 11, 2015. Across all open-market trades the lifetime net is −$3.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $17.0M across reported positions. 55 SEC filings were submitted jointly with MERCK SHARP & DOHME LLC.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
BEN price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
NEW YORK, NY 100024
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| BEN | Director | 531,422 | $30.71 | $16.32M | -$2.92M | 34 | 2015-03-11 |
| MRK | Director | 1,113 | $143.63 | $160.0K | $0 | 30 | 2012-04-03 |
| BEAM | Director | 20,524 | $24.19 | $496.5K | $0 | 1 | 2011-12-01 |
| BEAM INC (FO) Delisted | Director | 17,450 | — | — | -$343.5K | 10 | 2011-04-28 |
Recent Filings
75 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2015-03-11 | BEN | Gift (G) | −4,600 | $0 | EDGAR |
| 2014-01-03 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-12-11 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-10-23 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-10-02 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-09-13 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-07-02 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-06-14 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-04-03 | BEN | Grant (A) | — | $0 | EDGAR |
| 2013-04-01 | BEN | Grant (A) | — | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.