Velli Joseph M

Number of records: 50
SEC FilingCompany/StockTrade DateTransactionSharesAvg. PriceTotal% HoldingsGain/Loss
19-Jul-21 3:53 PM
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Paychex Inc. (PAYX) 15-Jul-21Grant 797----2%
48.87K to 49.66K
01-Jul-21 8:23 PM
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Assetmark Financial Holding... (AMK) 09-Jun-21Grant 5,047----104%
4.88K to 9.92K
04-Jun-21 5:22 PM
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Cognizant Technology Soluti... (CTSH) 02-Jun-21Option Exercise 3,939----39%
10.08K to 14.02K
16-Apr-21 10:00 PM
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Paychex Inc. (PAYX) 15-Apr-21Option Exercise 11,468$31.63$362,733.0028%
41.15K to 52.62K
16-Apr-21 10:00 PM
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Paychex Inc. (PAYX) 15-Apr-21Market Option Sale 3,753$96.93$363,778.00(7%)
52.62K to 48.87K
17-Jul-20 4:02 PM
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Paychex Inc. (PAYX) 15-Jul-20Grant 1,082----3%
40.07K to 41.15K
11-Jun-20 5:55 PM
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Assetmark Financial Holding... (AMK) 09-Jun-20Grant 4,876----100%
0 to 4.88K
08-Jun-20 5:15 PM
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Cognizant Technology Soluti... (CTSH) 04-Jun-20Option Exercise 3,436----52%
6.64K to 10.08K
02-Apr-20 4:06 PM
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Paychex Inc. (PAYX) 02-Apr-20Option Exercise 7,686$26.02$199,990.0024%
32.38K to 40.07K
12-Jul-19 3:52 PM
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Paychex Inc. (PAYX) 11-Jul-19Grant 975----3%
31.41K to 32.38K
07-Jun-19 3:27 PM
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Cognizant Technology Soluti... (CTSH) 05-Jun-19Option Exercise 2,726----70%
3.92K to 6.64K
09-Apr-19 4:24 PM
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Paychex Inc. (PAYX) 08-Apr-19Option Exercise 6,250$24.21$151,312.0023%
27.04K to 33.29K
09-Apr-19 4:24 PM
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Paychex Inc. (PAYX) 08-Apr-19Market Option Sale 6,250$80.59$503,687.00(19%)
33.29K to 27.04K
(3%)
14-Dec-18 4:14 PM
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Cognizant Technology Soluti... (CTSH) 12-Dec-18Option Exercise 1,417----57%
2.5K to 3.92K
13-Jul-18 3:59 PM
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Paychex Inc. (PAYX) 12-Jul-18Grant 1,107----4%
25.93K to 27.04K
18-May-18 3:38 PM
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Paychex Inc. (PAYX) 18-May-18Option Exercise 6,250$31.95$199,688.0027%
22.76K to 29.01K
18-May-18 3:38 PM
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Paychex Inc. (PAYX) 18-May-18Market Option Sale 3,079$65.00$200,135.00(11%)
29.01K to 25.93K
(27%)
16-Mar-18 3:54 PM
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Cognizant Technology Soluti... (CTSH) 14-Mar-18Market Purchase 2,500$84.10$210,244.00100%
0 to 2.5K
(13%)
14-Jul-17 3:36 PM
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Paychex Inc. (PAYX) 13-Jul-17Grant 1,139----5%
21.62K to 22.76K
21-Apr-17 10:41 AM
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Paychex Inc. (PAYX) 20-Apr-17Option Exercise 9,000$43.91$395,190.0042%
21.62K to 30.62K
21-Apr-17 10:41 AM
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Paychex Inc. (PAYX) 20-Apr-17Market Option Sale 9,000$58.29$524,610.00(29%)
30.62K to 21.62K
(38%)
08-Jul-16 3:22 PM
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Paychex Inc. (PAYX) 07-Jul-16Grant 1,089----5%
20.54K to 21.62K
10-Jul-15 3:54 PM
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Paychex Inc. (PAYX) 09-Jul-15Grant 1,308----7%
19.23K to 20.54K
11-Jul-14 4:12 PM
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Paychex Inc. (PAYX) 09-Jul-14Grant 1,506----8%
17.72K to 19.23K
09-May-14 5:05 PM
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E*TRADE Financial Corporation (ETFC) 07-May-14Grant 4,687----28%
16.9K to 21.59K
12-Jul-13 3:48 PM
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Paychex Inc. (PAYX) 11-Jul-13Grant 1,564----10%
16.16K to 17.72K
13-May-13 5:02 PM
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E*TRADE Financial Corporation (ETFC) 09-May-13Grant 4,575----37%
12.33K to 16.9K
13-Jul-12 12:33 PM
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Paychex Inc. (PAYX) 12-Jul-12Grant 1,832----13%
14.32K to 16.16K
14-May-12 4:59 PM
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E*TRADE Financial Corporation (ETFC) 10-May-12Grant 5,154----72%
7.17K to 12.33K
08-Jul-11 12:26 PM
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Paychex Inc. (PAYX) 07-Jul-11Grant 1,652----13%
12.67K to 14.32K
16-May-11 7:12 PM
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E*TRADE Financial Corporation (ETFC) 12-May-11Grant 3,086----76%
4.09K to 7.17K
09-Jul-10 4:10 PM
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Paychex Inc. (PAYX) 07-Jul-10Grant 1,922----18%
10.75K to 12.67K
17-May-10 7:07 PM
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E*TRADE Financial Corporation (ETFC) 13-May-10Grant 30,959----312%
9.92K to 40.88K
26-Jan-10 6:00 PM
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E*TRADE Financial Corporation (ETFC) 25-Jan-10Grant 9,920----100%
0 to 9.92K
13-Jul-09 3:41 PM
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Paychex Inc. (PAYX) 09-Jul-09Grant 1,875----21%
8.88K to 10.75K
14-Jul-08 2:42 PM
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Paychex Inc. (PAYX) 10-Jul-08Grant 1,875----27%
7.0K to 8.88K
17-Jul-07 5:38 PM
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Paychex Inc. (PAYX) 17-Jul-07Grant 2,001----40%
5.0K to 7.0K
16-Apr-07 11:22 AM
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Paychex Inc. (PAYX) 16-Apr-07Market Purchase 5,000$37.13$185,630.00100%
0 to 5.0K
208%
02-Mar-06 4:31 PM
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Bank Of New York Co Inc (BK) 02-Mar-06Disposition (other) 3,000----(< 1%)
949.24K to 946.24K
14-Feb-06 10:27 AM
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Bank Of New York Co Inc (BK) 10-Feb-06Payment of Exercise 13,341$32.94$439,453.00(1%)
962.58K to 949.24K
(7%)
13-Dec-05 1:27 PM
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Bank Of New York Co Inc (BK) 09-Dec-05Payment of Exercise 22,247$32.26$717,688.00(2%)
984.83K to 962.58K
(10%)
13-Dec-05 1:27 PM
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Bank Of New York Co Inc (BK) 04-Nov-05Acquisition (small) 54$31.11$1,691.70< 1%
984.77K to 984.83K
14%
02-Nov-05 11:28 AM
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Bank Of New York Co Inc (BK) 31-Oct-05Option Exercise 30,000$11.28$338,439.003%
984.76K to 1.01M
02-Nov-05 11:28 AM
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Bank Of New York Co Inc (BK) 31-Oct-05Market Option Sale 30,000$31.13$933,756.00(3%)
1.01M to 984.76K
(14%)
31-Oct-05 2:43 PM
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Bank Of New York Co Inc (BK) 28-Oct-05Option Exercise 36,136$11.28$407,661.004%
984.76K to 1.02M
31-Oct-05 2:43 PM
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Bank Of New York Co Inc (BK) 28-Oct-05Market Option Sale 36,136$31.19$1,127,100.00(4%)
1.02M to 984.76K
(13%)
31-Oct-05 2:43 PM
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Bank Of New York Co Inc (BK) 04-Aug-05Acquisition (small) 55$30.56$1,679.94< 1%
984.71K to 984.76K
17%
31-Oct-05 2:43 PM
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Bank Of New York Co Inc (BK) 05-May-05Acquisition (small) 56$28.60$1,588.85< 1%
984.65K to 984.71K
25%
31-Oct-05 2:43 PM
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Bank Of New York Co Inc (BK) 25-Mar-05Acquisition (small) 14$29.09$396.54< 1%
984.64K to 984.65K
24%
10-Mar-05 3:35 PM
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Bank Of New York Co Inc (BK) 09-Mar-05Disposition (other) 2,250----(< 1%)
986.87K to 984.62K