Karen B Peetz
CIK 1343152 · Chief Administrative Officer · last filed 2023-02-21
Karen B Peetz is a Chief Administrative Officer who has filed 66 SEC Form 4 insider transactions across 5 companies since 2007. The most recent filing, for C, was dated Feb 21, 2023. Across all open-market trades the lifetime net is −$36.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $11.9M across reported positions. 17 SEC filings were submitted jointly with Bank of New York Mellon Corp.
"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.
BK 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
DAVIDSON, NC 28036
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| C | Chief Administrative Officer | 84,187 | $120.96 | $10.18M | $0 | 5 | 2023-02-21 |
| TT | Director | 3,713 | $446.74 | $1.66M | $0 | 7 | 2022-04-08 |
| WFC | Director | 339 | $82.32 | $27.9K | $0 | 3 | 2018-04-26 |
| Bank of New York Mellon Corp (BK) Delisted | President | 178,145 | $137.16 | $24.43M | -$36.09M | 36 | 2016-11-14 |
| SXC | Director | — | $9.88 | — | $0 | 15 | 2015-12-17 |
Recent Filings
66 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-02-21 | C | Grant (A) | +42,197 | $0 | EDGAR |
| 2023-01-24 | C | Tax (F) | −3,953 | -$195.2K | EDGAR |
| 2022-04-08 | TT | Tax (F) | −256 | -$38.9K | EDGAR |
| 2022-02-14 | C | Grant (A) | +33,412 | $0 | EDGAR |
| 2022-01-24 | C | Tax (F) | −1,105 | -$71.0K | EDGAR |
| 2021-06-07 | TT | Mixed | +233 | -$118.8K | EDGAR |
| 2021-02-12 | C | Grant (A) | +11,656 | $0 | EDGAR |
| 2020-06-09 | TT | Tax (F) | −802 | -$81.8K | EDGAR |
| 2020-06-08 | TT | Grant (A) | +1,701 | $0 | EDGAR |
| 2019-06-11 | TT | Tax (F) | −866 | -$108.4K | 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.