Price Graph
Price
Yield
These terms and conditions govern your use of the website alphaminr.com and its related services.
These Terms and Conditions (“Terms”) are a binding contract between you and Alphaminr, (“Alphaminr”, “we”, “us” and “service”). You must agree to and accept the Terms. These Terms include the provisions in this document as well as those in the Privacy Policy. These terms may be modified at any time.
Your subscription will be on a month to month basis and automatically renew every month. You may terminate your subscription at any time through your account.
We will provide you with advance notice of any change in fees.
You represent that you are of legal age to form a binding contract. You are responsible for any
activity associated with your account. The account can be logged in at only one computer at a
time.
The Services are intended for your own individual use. You shall only use the Services in a
manner that complies with all laws. You may not use any automated software, spider or system to
scrape data from Alphaminr.
Alphaminr is not a financial advisor and does not provide financial advice of any kind. The service is provided “As is”. The materials and information accessible through the Service are solely for informational purposes. While we strive to provide good information and data, we make no guarantee or warranty as to its accuracy.
TO THE EXTENT PERMITTED BY APPLICABLE LAW, UNDER NO CIRCUMSTANCES SHALL ALPHAMINR BE LIABLE TO YOU FOR DAMAGES OF ANY KIND, INCLUDING DAMAGES FOR INVESTMENT LOSSES, LOSS OF DATA, OR ACCURACY OF DATA, OR FOR ANY AMOUNT, IN THE AGGREGATE, IN EXCESS OF THE GREATER OF (1) FIFTY DOLLARS OR (2) THE AMOUNTS PAID BY YOU TO ALPHAMINR IN THE SIX MONTH PERIOD PRECEDING THIS APPLICABLE CLAIM. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL OR CERTAIN OTHER DAMAGES, SO THE ABOVE LIMITATION AND EXCLUSIONS MAY NOT APPLY TO YOU.
If any provision of these Terms is found to be invalid under any applicable law, such provision shall not affect the validity or enforceability of the remaining provisions herein.
This privacy policy describes how we (“Alphaminr”) collect, use, share and protect your personal information when we provide our service (“Service”). This Privacy Policy explains how information is collected about you either directly or indirectly. By using our service, you acknowledge the terms of this Privacy Notice. If you do not agree to the terms of this Privacy Policy, please do not use our Service. You should contact us if you have questions about it. We may modify this Privacy Policy periodically.
When you register for our Service, we collect information from you such as your name, email address and credit card information.
Like many other websites we use “cookies”, which are small text files that are stored on your computer or other device that record your preferences and actions, including how you use the website. You can set your browser or device to refuse all cookies or to alert you when a cookie is being sent. If you delete your cookies, if you opt-out from cookies, some Services may not function properly. We collect information when you use our Service. This includes which pages you visit.
We use Google Analytics and we use Stripe for payment processing. We will not share the information we collect with third parties for promotional purposes. We may share personal information with law enforcement as required or permitted by law.
No information found
* THE VALUE IS THE MARKET VALUE AS OF THE LAST DAY OF THE QUARTER FOR WHICH THE 13F WAS FILED.
| FUND | NUMBER OF SHARES | VALUE ($) | PUT OR CALL |
|---|
| DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
|---|---|---|---|
Roger A. Cregg Age: 68 Director Since: 2006 Title: Audit Committee Chair & Qualified Legal Compliance Committee Chair | |||
Mr. Lindner is retired. He served as Senior Executive Vice President and Chief Financial Officer of AT&T, Inc. (formerly SBC Communications, Inc.), a telecommunications company, from May 2004 to June 2011. From October 2000 to May 2004, he was the Chief Financial Officer of Cingular Wireless LLC (now AT&T Mobility LLC), a wireless telecommunications company. From October 2002 to March 2007, he served as a director of Sabre Holdings. He has additionally served as an independent director of Comerica Bank, an affiliate of the Corporation, since December 2024. | |||
Ms. Vaca has been Chairman and Chief Executive Officer of Pinnacle Technical Resources, Inc., a global workforce solutions provider offering staffing, managed services, payrolling and independent contractor compliance and a proprietary talent platform, since she founded the company in October 1996. She also has been Chairman and Chief Executive Officer of Vaca Industries Inc., a privately held management company, since April 1999. She has been a director of Cinemark Holdings, Inc. since November 2014, served as a director of Kohl’s Corporation from March 2010 to May 2019, and also serves as an independent director of Austin Industries starting in 2021. In 2014, the Obama Administration appointed Ms. Vaca as a Presidential Ambassador for Global Entrepreneurship. Ms. Vaca is also a Henry Crown Fellow at the Aspen Institute and a lifetime member of the Council on Foreign Relations. | |||
Ms. Sampson is the McDermott-Templeton President and Chief Executive Officer of the not-for-profit United Way of Metropolitan Dallas, which focuses on improving access to education, income and health in North Texas. Prior to her role as Chief Executive Officer and President, she was Senior Vice President and Chief Operating Officer from 2004 to 2011, and Senior Vice President and Chief Financial Officer from 2001 to 2004 for United Way of Metropolitan Dallas. Additionally, Ms. Sampson previously worked for the accounting firm Arthur Andersen & Co. in various roles over ten years and is a licensed Certified Public Accountant. Ms. Sampson is active in community organizations and also served as a Business and Community Advisory Council Member for the Federal Reserve Bank of Dallas from July 2012 to June 2018. | |||
Mr. Farmer is an experienced financial services executive who has been nominated to serve on the Board because of his extensive skills and institutional knowledge in the areas of business and consumer banking, as well as wealth management. As Chairman, President and Chief Executive Officer ("CEO") of Comerica, he has a deep understanding of all aspects of Comerica’s core businesses and markets and has also supervised Comerica’s credit, marketing, enterprise technology and operations functions. At Comerica, Mr. Farmer successfully guided the Commercial Bank, Retail Bank and Wealth Management — along with several support functions — through the GEAR Up efficiency initiative and laid the foundation for Comerica to undergo the digital transformation that is underway today. Mr. Farmer is active in the banking industry and serves on the boards of the Bank Policy Institute and The Clearing House. He also has broad experience in wealth management and leadership through his long tenure at Wachovia Corporation. | |||
Arthur G. Angulo Age: 60 Director Since: 2023 Title: Compliance Oversight Committee Chair & Enterprise Risk Committee Chair | |||
Mr. Gardner has been the Executive Vice President and Chief People Officer at Frontier Communications Parent, Inc., a high-speed broadband connectivity provider, since June 2021. In that role, he is responsible for developing and executing the human resources and real estate strategy in support of the overall business plan and strategic direction. From June 2020 to May 2021, Mr. Gardner worked as an Advisor for Lee Hecht Harrison, a provider of outplacement and coaching services to executives. He was briefly retired from January 2020 to June 2020. Before that, Mr. Gardner spent over 30 years at Verizon Communications Inc. and its affiliates and predecessors (collectively, “Verizon”), providers of communications, technology, information and entertainment products and services to consumers, businesses and government entities. At Verizon, he held various leadership positions, most recently as Senior Vice President, Human Resources for Verizon Communications Inc. from 2015 to December 2019, a role through which he led human resources centers of excellence for employees around the globe. |
|
Name and
Principal Position |
Year |
Salary
($) |
Bonus
($) |
Stock
Awards ($) |
Option
Awards ($) |
Non-Equity
Incentive Plan Compensation ($) |
Change in
Pension
Value and
Nonqualified
Deferred
Compensation
Earnings
($)
|
All Other
Compensation ($) |
Total
($) |
||||||||||||||||||||
| Curtis C. Farmer | 2024 | 1,115,981 | — | 4,806,148 | 523,202 | 2,037,960 | 200,036 | 180,714 | 8,864,041 | ||||||||||||||||||||
| Chairman, President and Chief Executive Officer | 2023 | 1,073,173 | — | 4,600,078 | 493,124 | 1,186,800 | 308,280 | 58,219 | 7,719,674 | ||||||||||||||||||||
| 2022 | 1,047,442 | — | 3,854,352 | 426,853 | 3,150,000 | 187,153 | 67,564 | 8,733,364 | |||||||||||||||||||||
| James J. Herzog | 2024 | 698,885 | — | 1,281,602 | 139,532 | 850,680 | 117,458 | 13,800 | 3,101,957 | ||||||||||||||||||||
| Senior Executive Vice President and Chief Financial Officer | 2023 | 671,346 | — | 1,195,846 | 128,232 | 492,660 | 306,767 | 13,200 | 2,808,051 | ||||||||||||||||||||
| 2022 | 620,981 | — | 1,101,171 | 121,994 | 1,125,000 | — | 12,200 | 2,981,346 | |||||||||||||||||||||
| Brian S. Goldman | 2024 | 624,769 | 1,200,000 | 915,510 | 99,666 | 682,992 | — | 320,965 | 3,843,902 | ||||||||||||||||||||
| Senior Executive Vice President and Chief Risk Officer | |||||||||||||||||||||||||||||
| Peter L. Sefzik | 2024 | 683,039 | — | 1,281,602 | 139,532 | 749,088 | 49,315 | 30,328 | 2,932,904 | ||||||||||||||||||||
| Senior Executive Vice President and Chief Banking Officer | 2023 | 646,346 | — | 1,104,194 | 118,330 | 426,573 | 198,364 | 29,079 | 2,522,886 | ||||||||||||||||||||
| 2022 | 597,077 | — | 1,009,608 | 111,870 | 960,000 | — | 27,200 | 2,705,755 | |||||||||||||||||||||
| Megan D. Crespi | 2024 | 628,346 | — | 823,847 | 89,699 | 688,500 | 51,979 | 12,454 | 2,294,825 | ||||||||||||||||||||
| Senior Executive Vice President and Chief Operating Officer | 2023 | 601,712 | — | 781,951 | 83,872 | 397,041 | 81,542 | 11,996 | 1,958,114 | ||||||||||||||||||||
| 2022 | 558,173 | — | 596,613 | 66,059 | 896,000 | 51,071 | 11,142 | 2,179,058 | |||||||||||||||||||||
Customers
| Customer name | Ticker |
|---|---|
| American Axle & Manufacturing Holdings, Inc. | AXL |
| Aon Plc | AON |
| Marsh & McLennan Companies, Inc. | MMC |
| Unum Group | UNM |
Suppliers
| Supplier name | Ticker |
|---|---|
| Johnson & Johnson | JNJ |
| Toyota Motor Corporation | TM |
| Abbott Laboratories | ABT |
| Tesla, Inc. | TSLA |
| AbbVie Inc. | ABBV |
| The Blackstone Group Inc. | BX |
| Merck & Co., Inc. | MRK |
| Pfizer Inc. | PFE |
Price
Yield
| Owner | Position | Direct Shares | Indirect Shares |
|---|---|---|---|
| FARMER CURTIS C | - | 248,980 | 0 |
| FARMER CURTIS C | - | 196,180 | 0 |
| LINDNER RICHARD G | - | 60,514 | 3,092 |
| Sefzik Peter L | - | 47,325 | 0 |
| CRESPI MEGAN D. | - | 46,635 | 0 |
| Burkhart Megan D | - | 44,678 | 0 |
| Turner Reginald M JR | - | 42,172 | 1,458 |
| Burkhart Megan D | - | 39,175 | 0 |
| CARR JAMES MCGREGOR | - | 37,603 | 0 |
| Herzog James J | - | 33,106 | 28,838 |
| Herzog James J | - | 32,409 | 0 |
| CRESPI MEGAN D. | - | 30,180 | 0 |
| Bailey Corey R | - | 29,213 | 0 |
| Moore Christine M | - | 27,910 | 0 |
| CARR JAMES MCGREGOR | - | 20,588 | 0 |
| Bridges Wendy | - | 17,849 | 0 |
| Bridges Wendy | - | 17,460 | 0 |
| Mitchell Bruce | - | 16,280 | 0 |
| WEBER JAMES HARRY | - | 15,773 | 0 |
| Goldman Brian | - | 11,645 | 0 |
| Ortiz Mauricio A | - | 11,339 | 0 |
| Fleming Allysun C | - | 8,730 | 0 |
| McKinney Cassandra M. | - | 7,236 | 0 |
| McKinney Cassandra M. | - | 6,250 | 0 |
| Angulo Arthur G | - | 5,025 | 0 |
| Avila Nancy | - | 4,039 | 0 |