Edgar Lee
CIK 1511022 · See Remarks · last filed 2020-06-15
"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.
CHTR 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
333 SOUTH GRAND AVE, 28TH FLOOR
LOS ANGELES, CA 90071
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| Sorrento Therapeutics, Inc. (SRNE) Delisted | Director | — | $0.00 | — | $0 | 2 | 2020-06-15 |
| Oaktree Specialty Lending Corp (OSLE) Delisted | See Remarks | 12,000 | — | — | $56.0K | 1 | 2017-12-19 |
| CHTR | Director | 2,003,506 | $119.96 | $240.34M | -$1.28B | 12 | 2013-05-03 |
Recent Filings · Page 2 of 2
16 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2012-08-09 | CHTR | Sell (S) | −166,000 | -$12.51M | EDGAR |
| 2012-05-23 | CHTR | Sell (S) | −253,783 | -$16.29M | EDGAR |
| 2012-05-03 | CHTR | Grant (A) | +1,479 | $0 | EDGAR |
| 2012-01-03 | CHTR | Other (J) | −2,991,286 | -$162.58M | EDGAR |
| 2011-04-28 | CHTR | Grant (A) | +2,027 | $0 | EDGAR |
| 2011-04-28 | CHTR | Grant (A) | +2,027 | $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.