List of insiders holdings for MASSACHUSETTS HEALTH & EDUCATION TAX EXEMPT TRUST:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
| 1 | KESTER W CARL Director |
2021-04-21 14:11:29 | 1000 0 |
1000 | Form 4 |
| 2 | Davis Richard Director |
2007-11-09 17:53:06 | 500 0 |
500 | Form 3 |
| 3 | Davis Dick Director |
2008-07-14 17:29:31 | 500 0 |
500 | Form 3/A |
| 4 | MERRILL LYNCH & CO. INC. MERRILL LYNCH PIERCE FENNER & SMITH INC. 10% Owner |
2009-01-12 14:17:16 | 155 0 |
155 | Form 13G |
| 5 | CAVANAGH RICHARD Director |
2021-04-21 14:19:28 | 116 0 |
116 | Form 4 |
| 6 | ROBARDS KAREN P Director |
2007-11-13 06:19:22 | 0 0 |
0 | Form 3 |
| 7 | Castellano Michael J Director |
2011-04-20 16:33:50 | 0 0 |
0 | Form 3 |
| 8 | Perlowski John President and CEO |
2011-02-18 13:17:20 | 0 0 |
0 | Form 3 |
| 9 | SHAPIRO IRA P Secretary |
2010-11-18 14:54:10 | 0 0 |
0 | Form 3 |
| 10 | Kyne Brendan Vice President |
2009-08-06 16:54:10 | 0 0 |
0 | Form 3 |
| 11 | Hayes Peter Officer of the Advisor |
2008-06-27 12:01:43 | 0 0 |
0 | Form 3 |
| 12 | OCONNOR WALTER Portfolio Manager |
2008-06-20 11:44:50 | 0 0 |
0 | Form 3 |
| 13 | SNEEDEN ROBERT Portfolio Manager |
2008-06-20 11:33:24 | 0 0 |
0 | Form 3 |
| 14 | ACKERLEY ANNE Vice President |
2007-11-13 06:16:15 | 0 0 |
0 | Form 3 |
| 15 | Powers John F Director |
2012-01-10 13:37:52 | 0 0 |
0 | Form 3 |
| 16 | FLYNN JAMES T Director |
2007-11-09 20:35:18 | 0 0 |
0 | Form 3 |
| 17 | Fife Jay M. Treasurer |
2007-11-09 14:19:23 | 0 0 |
0 | Form 3 |
| 18 | Andrews Neal Chief Financial Officer |
2007-11-09 14:06:22 | 0 0 |
0 | Form 3 |
| 19 | HUBBARD ROBERT GLENN Director |
2007-11-09 18:10:02 | 0 0 |
0 | Form 3 |
| 20 | SUDDARTH ROSCOE Director |
2007-11-09 17:57:57 | 0 0 |
0 | Form 3 |
| 21 | FABOZZI FRANK Director |
2007-11-09 13:24:29 | 0 0 |
0 | Form 3 |
| 22 | Lynch Catherine A. Director |
2016-03-02 17:45:04 | 0 0 |
0 | Form 3 |
| 23 | WELLS FARGO & COMPANY WELLS FARGO BANK N A 10% Owner |
2021-05-10 13:47:09 | 0 0 |
0 | Form 13G |
| 24 | Walker Trent Chief Financial Officer |
2021-01-12 21:28:10 | 0 0 |
0 | Form 3 |
| 25 | CITIGROUP INC 10% Owner |
2019-07-10 13:33:04 | 0 0 |
0 | Form 13G |
| 26 | GABBAY HENRY Director |
2019-01-04 20:36:20 | 0 0 |
0 | Form 3 |
| 27 | Fairbairn Robert W Director |
2018-02-16 18:26:16 | 0 0 |
0 | Form 3 |
| 28 | Maloney Kevin Portfolio Manager |
2017-05-31 11:09:11 | 0 0 |
0 | Form 3 |
| 29 | Perilli Michael Portfolio Manager |
2016-04-07 16:20:05 | 0 0 |
0 | Form 3 |
| 30 | Egan Cynthia Director |
2016-04-01 16:25:05 | 0 0 |
0 | Form 3 |
| 31 | AUDET PAUL Director |
2011-07-28 19:23:49 | 0 0 |
0 | Form 3 |
| 32 | Diorio Jonathan Vice President |
2015-09-21 15:57:25 | 0 0 |
0 | Form 3 |
| 33 | NOVICK BARBARA Director |
2015-01-06 12:16:17 | 0 0 |
0 | Form 3 |
| 34 | Park Charles Chief Compliance Officer |
2014-06-10 17:27:33 | 0 0 |
0 | Form 3 |
| 35 | UBS AG Former 10% owner |
2012-07-09 11:34:03 | 0 0 |
0 | Form 13G |
| 36 | BANK OF AMERICA CORP Blue Ridge Investments L.L.C. 10% Owner |
2012-06-22 16:01:41 | 0 0 |
0 | Form 13D |
| 37 | Crothers Robert Vice President |
2012-05-25 15:34:32 | 0 0 |
0 | Form 3 |
| 38 | Ahn Janey Secretary |
2012-05-25 14:40:40 | 0 0 |
0 | Form 3 |
| 39 | KINDELAN BRIAN P Chief Compliance Officer |
2007-11-09 12:21:56 | 0 0 |
0 | Form 3 |
| 40 | WEYL THOMAS J Insider and Officer |
2003-08-13 11:36:46 | 0 0 |
0 | Form 4 |
| 41 | MACINTOSH ROBERT B Vice President |
2004-09-01 10:58:15 | 0 0 |
0 | Form 4 |
| 42 | HAWKES JAMES B Management Committee of EVC |
2004-09-01 10:58:17 | 0 0 |
0 | Form 4 |
| 43 | FETTER THOMAS J President |
2004-09-01 10:58:12 | 0 0 |
0 | Form 4 |
| 44 | FAUST THOMAS E JR Management Committee of EVC |
2004-09-01 10:58:12 | 0 0 |
0 | Form 4 |
| 45 | DYNNER ALAN R Management Committee of EVC |
2004-09-01 10:58:09 | 0 0 |
0 | Form 4 |
| 46 | BEALE JEFFREY P Management Committee of EVC |
2004-09-01 10:58:06 | 0 0 |
0 | Form 4 |
| 47 | ANAGNOST KRISTIN S Treasurer |
2004-09-01 10:58:07 | 0 0 |
0 | Form 4 |
| 48 | MURPHY EDWARD M Director |
2004-02-26 14:13:52 | 0 0 |
0 | Form 5 |
| 49 | NESVET FRANK Director |
2004-01-22 10:33:10 | 0 0 |
0 | Form 3 |
| 50 | STEUL WILLIAM M Management Committee of EVC |
2004-09-01 10:58:18 | 0 0 |
0 | Form 4 |
| 51 | TRACHTENBERG DEBORAH Insider and Officer |
2003-08-13 11:36:40 | 0 0 |
0 | Form 4 |
| 52 | SCHER LILLY P Insider and Officer |
2003-08-13 11:36:38 | 0 0 |
0 | Form 4 |
| 53 | PARZIALE LEANNE A Insider and Officer |
2003-08-13 11:36:31 | 0 0 |
0 | Form 4 |
| 54 | LETOURNEAU SANDRA Insider and Officer |
2003-08-13 11:36:29 | 0 0 |
0 | Form 4 |
| 55 | KHODARAHMI JOHN Insider and Officer |
2003-08-13 11:36:28 | 0 0 |
0 | Form 4 |
| 56 | HASKELL DETORRA MELISSA E Insider and Officer |
2003-08-13 11:36:25 | 0 0 |
0 | Form 4 |
| 57 | DELAHUNTY WILLIAM J Insider and Officer |
2003-08-13 11:36:22 | 0 0 |
0 | Form 4 |
| 58 | BRANDON CRAIG R Insider and Officer |
2003-08-13 11:36:20 | 0 0 |
0 | Form 4 |
| 59 | GLENN TERRY K EVP |
2005-01-03 14:19:45 | 0 0 |
0 | Form 4 |
| 60 | FELDSTEIN KATHLEEN F Director |
2007-11-09 12:17:19 | 0 0 |
0 | Form 3 |
| 61 | DIXON KENT Director |
2007-11-09 16:27:57 | 0 0 |
0 | Form 3 |
| 62 | Harris Jerrold B Director |
2007-11-08 17:22:35 | 0 0 |
0 | Form 3 |
| 63 | Beckwith George Nicholas III Director |
2007-11-08 15:21:52 | 0 0 |
0 | Form 3 |
| 64 | SALOMON ROBERT S JR Director |
2007-11-08 20:07:30 | 0 0 |
0 | Form 3 |
| 65 | Surloff Howard Secretary |
2007-11-08 18:46:13 | 0 0 |
0 | Form 3 |
| 66 | DIMELLA ROBERT A Portfolio Manager |
2006-10-10 10:49:35 | 0 0 |
0 | Form 3 |
| 67 | Molleur Denis General Counsel |
2006-05-22 07:03:09 | 0 0 |
0 | Form 3 |
| 68 | Porcelli Frank Chief Operating Officer |
2005-03-18 15:34:15 | 0 0 |
0 | Form 3 |
| 69 | BERRY CHRISTOPHER Insider and Officer |
2003-08-13 11:36:17 | 0 0 |
0 | Form 4 |
| 70 | Oster Allan J Assist. Secretary |
2004-12-10 11:43:57 | 0 0 |
0 | Form 4 |
| 71 | WINTERS CHARLES SVP |
2004-11-15 13:02:11 | 0 0 |
0 | Form 4 |
| 72 | FOSINA JOHN J Chief Administrative Officer |
2004-11-15 11:16:28 | 0 0 |
0 | Form 3 |
| 73 | FUND ASSET MANAGEMENT INC Advisor |
2004-09-27 13:57:09 | 0 0 |
0 | Form 3/A |
| 74 | MILLER JERRY DOLL ROBERT C JR GLENN TERRY K BENTLEY WILLIAM Senior Vice President |
2004-09-01 11:52:03 | 0 0 |
0 | Form 3 |
| 75 | LOFFREDO JOHN M JAECKEL THEODORE R JR PELLEGRINO ALICE A STEWART BRIAN D LUCIDO BRADLEY J DONAHUE ANDREW FULLERTON BRIAN WINTERS CHARLES BURKE DONALD C WORMAN GLENN C President |
2004-09-01 11:45:58 | 0 0 |
0 | Form 3 |
| 76 | WHITAKER WHARTON P Management Committee of EVC |
2004-09-01 10:58:23 | 0 0 |
0 | Form 4 |
| 77 | WALL JAMES Secretary |
2004-09-01 10:58:24 | 0 0 |
0 | Form 4 |