Pamela Carlton

Track

Insider profile

Currently holds positions in Columbia Seligman Premium Technology Growth Fund Inc, Tri-Continental Corp and Evercore Inc

Performance

Overall performance
3.1
Performance over holding periods
3.1
30 days 90 days 120 days
Average return 4% 8.2% 15.1%
Success rate 71% 68% 82%
Transactions
20 5% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Director Columbia Seligman Premium Technology Growth Fund Inc Nov. 1, 2008 -
Independent Director Tri-Continental Corp Nov. 7, 2008 -
Independent Director Evercore Inc Oct. 28, 2019 -
Pamela Carlton's trades of Columbia Seligman Premium Technology Growth Fund Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
US Evercore Inc (EVR)
Transaction date
Sale
Price
227.90
Quantity 94,556 +4.6%
Value US$2,796,680
US Evercore Inc (EVR)
Transaction date
Proposed sale
Price
380.93
Quantity 45,195
Value US$2,222,067
Transaction date
Sale
Price
31.22
Quantity 1,483 -93.6%
Value US$46,303
Transaction date
Sale
Price
31.25
Quantity 332 -17.3%
Value US$10,375
US Evercore Inc (EVR)
Transaction date
Sale
Price
247.07
Quantity 534 -14.5%
Value US$131,935
US Evercore Inc (EVR)
Transaction date
Proposed sale
Price
244.05
Quantity 534
Value US$130,321
US Evercore Inc (EVR)
Transaction date
Sale
Price
136.69
Quantity 592 -16.3%
Value US$80,920
US Evercore Inc (EVR)
Transaction date
Proposed sale
Price
136.69
Quantity 592
Value US$80,920
US Evercore Inc (EVR)
Transaction date
Sale
Price
96.25
Quantity 322 -11.2%
Value US$30,992
US Evercore Inc (EVR)
Transaction date
Sale
Price
125.15
Quantity 327 -16.1%
Value US$40,924
Transaction date
Sale
Price
28.34
Quantity 300 -19.2%
Value US$8,502
Transaction date
Sale
Price
28.36
Quantity 700 -30.9%
Value US$19,852
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-12-16 2025-12-15
B Purchase
80,627 +39.4%
494.18
US$4,729,038 		80,627 +39.4% 494.18 US$4,729,038
2025-12-11 2025-12-09
US Evercore Inc (EVR)
S Sale
94,556 +4.6%
227.90
US$2,796,680 		94,556 +4.6% 227.90 US$2,796,680
2025-12-09 2025-12-09
US Evercore Inc (EVR)
PrS Proposed sale
45,195
380.93
US$2,222,067 		45,195 380.93 US$2,222,067
2025-03-11 2025-03-07
S Sale
1,483 -93.6%
31.22
US$46,303 		1,483 -93.6% 31.22 US$46,303
2025-03-11 2025-03-07
S Sale
332 -17.3%
31.25
US$10,375 		332 -17.3% 31.25 US$10,375
2025-03-11 2025-03-07
S Sale
1,182 -100.0%
28.93
US$34,195 		1,182 -100.0% 28.93 US$34,195
2025-03-11 2025-03-07
S Sale
1 -0.1%
29.01
US$29 		1 -0.1% 29.01 US$29
2025-03-11 2025-03-07
S Sale
10 -0.8%
29.02
US$290 		10 -0.8% 29.02 US$290
2025-03-11 2025-03-07
S Sale
1 -0.1%
29.03
US$29 		1 -0.1% 29.03 US$29
2025-03-11 2025-03-07
S Sale
1,028 -46.3%
29.04
US$29,853 		1,028 -46.3% 29.04 US$29,853
2025-03-11 2025-03-07
S Sale
28 -1.2%
29.05
US$813 		28 -1.2% 29.05 US$813
2025-03-11 2025-03-07
S Sale
6 -0.3%
29.06
US$174 		6 -0.3% 29.06 US$174
2024-09-10 2024-09-06
S Sale
833 -2.7%
10.32
US$8,597 		833 -2.7% 10.32 US$8,597
2024-09-06 2024-09-06
PrS Proposed sale
833
10.19
US$8,491 		833 10.19 US$8,491
2024-07-31 2024-07-29
US Evercore Inc (EVR)
S Sale
534 -14.5%
247.07
US$131,935 		534 -14.5% 247.07 US$131,935
2024-07-29 2024-07-29
US Evercore Inc (EVR)
PrS Proposed sale
534
244.05
US$130,321 		534 244.05 US$130,321
2023-08-18 2023-08-17
S Sale
833 -3.8%
10.41
US$8,672 		833 -3.8% 10.41 US$8,672
2023-08-17 2023-08-17
PrS Proposed sale
833
10.41
US$8,672 		833 10.41 US$8,672
2023-08-16 2023-08-14
US Evercore Inc (EVR)
S Sale
592 -16.3%
136.69
US$80,920 		592 -16.3% 136.69 US$80,920
2023-08-14 2023-08-14
US Evercore Inc (EVR)
PrS Proposed sale
592
136.69
US$80,920 		592 136.69 US$80,920
2022-08-19 2022-08-17
S Sale
833 -6.9%
12.78
US$10,647 		833 -6.9% 12.78 US$10,647
2022-07-29 2022-07-28
US Evercore Inc (EVR)
S Sale
322 -11.2%
96.25
US$30,992 		322 -11.2% 96.25 US$30,992
2022-03-03 2022-03-01
US Evercore Inc (EVR)
S Sale
327 -16.1%
125.15
US$40,924 		327 -16.1% 125.15 US$40,924
2020-02-04 2020-02-03
S Sale
300 -19.2%
28.34
US$8,502 		300 -19.2% 28.34 US$8,502
2020-02-04 2020-02-03
S Sale
700 -30.9%
28.36
US$19,852 		700 -30.9% 28.36 US$19,852