Jeffrey F. Smith

CIK 1981319 · EVP/Head of Wealth Mgmt · last filed 2024-07-15

Jeffrey F. Smith is an EVP/Head of Wealth Mgmt who has filed 2 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing, for CATC, was dated Jul 15, 2024.

"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.

Disclosed Exposure

$0

Companies

1

Total Filings

2

Lifetime Open-Market Net

$0

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
CATC	EVP/Head of Wealth Mgmt	0	$73.59	—	$0	2	2024-07-15

Recent Filings

2 filings

Form 4 transactions across all companies, newest first.

Filed	Symbol	Action	Net Shares	Net $	Link
2024-07-15	CATC	Disp (D)	−8,811	$0	EDGAR
2023-08-16	CATC	Grant (A)	+8,811	$0	EDGAR

Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.