organization · Reporting owner
Piper and Piper N.A.
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M CO3M Co · Entity 1275 | IVM001 | June 19, 2020 | June 23, 2020 |
| BANK OF MONTREAL /CAN/BMO · Entity 2892 | Director | May 15, 2019 | May 15, 2019 |
| COMMERCE BANCSHARES INC /MO/CBSH · Entity 3630 | 10% owner | May 15, 2019 | May 15, 2019 |
| DFS International Holdings, Inc.DFS · Entity 157585 | Director | May 15, 2019 | May 15, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
3M CO
Report date June 19, 2020 · Filed June 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| ComSEC Table I · non-derivative | Direct | Not disclosed |
Reported balance
After 2019-07-03 transaction · row 1
1 source rowRow 1 · 2019-07-03 · Grant · Acquired 36,194 · Balance Not disclosed |
BANK OF MONTREAL /CAN/
Report date May 15, 2019 · Filed May 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Bank of MontrealSEC Table I · non-derivative | Direct | 500 |
Reported balance
Holding disclosure · report date 2019-05-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 500 |
COMMERCE BANCSHARES INC /MO/
Report date May 15, 2019 · Filed May 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Commerce BancSEC Table I · non-derivative | Direct | 1.357 |
Reported balance
Holding disclosure · report date 2019-05-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1.357 |
DFS International Holdings, Inc.
Report date May 15, 2019 · Filed May 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Discover FinancialSEC Table I · non-derivative | Direct | 1.579 |
Reported balance
Holding disclosure · report date 2019-05-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1.579 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FIRST MAJESTIC SILVER CORP
Report date May 14, 2019 · Filed May 14, 2019
Section 16 reporting ended · disclosed 2019-05-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| First Majestic SilverSEC Table I · non-derivative | Direct | 130,786.15 |
Reported balance
After 2019-05-14 transaction · row 1
1 source rowRow 1 · 2019-05-14 · Purchase · Acquired 22,055 · Balance 130,786.15 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2019 Filed Jun 23, 2020 15:27 UTC | 3M CO 3M Co · Entity 1275 | GrantCom | 36,194 | $136.51 | $4,940,842.94 |
DisclosureSEC source: 0001749958-20-000009 · primary_doc.xml · nonDerivative · entry 1 Piper and Piper N.A. · CIK 0001749958 · IVM001 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
| May 14, 2019 Filed May 14, 2019 18:03 UTC | FIRST MAJESTIC SILVER CORP AG · Entity 3532 | PurchaseFirst Majestic Silver | 22,055 | $5.93 | $130,786.15 |
DisclosureSEC source: 0001749958-19-000004 · primary_doc.xml · nonDerivative · entry 1 PIPER VINITA LEE · CIK 0001749958 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,786.15 Read SEC document |
| May 14, 2019 Filed May 14, 2019 17:56 UTC | FIRST MAJESTIC SILVER CORP AG · Entity 3532 | PurchaseFirst Majestic Silver | 22,055 | $5.93 | $130,786.15 |
DisclosureSEC source: 0001749958-19-000003 · primary_doc.xml · nonDerivative · entry 2 PIPER VINITA LEE · CIK 0001749958 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.