Peter J. Raimondi
CIK 1619545 · Pres. BostonPrivateWealth LLC · last filed 2016-05-09
Peter J. Raimondi is a Pres. BostonPrivateWealth LLC who has filed 5 SEC Form 4 insider transactions across 1 company since 2015. The most recent filing shows the insider had shares withheld for taxes covering $166.5K of BPFH on May 9, 2016. Across all open-market trades the lifetime net is −$3.3M, making them a net seller over the disclosed history.
"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.
BPFH 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
BOSTON, MA 02109
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| BOSTON PRIVATE FINANCIAL HOLDINGS INC (BPFH) Delisted | Pres. BostonPrivateWealth LLC | 474,276 | $14.75 | $7.00M | -$3.30M | 5 | 2016-05-09 |
Recent Filings
5 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-05-09 | BOSTON PRIVATE FINANCIAL HOLDINGS INC (BPFH) Delisted | Tax (F) | −13,629 | -$166.5K | EDGAR |
| 2016-01-05 | BOSTON PRIVATE FINANCIAL HOLDINGS INC (BPFH) Delisted | Tax (F) | −13,628 | -$154.5K | EDGAR |
| 2015-12-03 | BOSTON PRIVATE FINANCIAL HOLDINGS INC (BPFH) Delisted | Sell (S) | −110,000 | -$1.32M | EDGAR |
| 2015-11-02 | BOSTON PRIVATE FINANCIAL HOLDINGS INC (BPFH) Delisted | Sell (S) | −70,388 | -$812.3K | EDGAR |
| 2015-10-30 | BOSTON PRIVATE FINANCIAL HOLDINGS INC (BPFH) Delisted | Mixed | −98,123 | -$1.15M | 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.