Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Pioneer Tax Advantaged Balanced Trust (PBF) since 2005 are illustrated in Table 1 and Table 2. Table 1 shows the monthly insider trading data at Pioneer Tax Advantaged Balanced Trust. Table 2 shows the detailed insider transactions. The reporting company's CIK number is 1267150.
Total stock buying since 2005: $656,034.
Total stock sales since 2005: $201,195.
Total stock option exercises since 2005: $0.
▪ Recent SEC 13D filings for all companies
▪ Funds & ETFs holding PBF
▪ Recent portfolio reports of all companies
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2007 | 40,342 | $586,473 | 15,000 | $201,195 | 0 | $0 |
| 2006 | 3,560 | $45,287 | 0 | $0 | 0 | $0 |
| 2005 | 1,993 | $24,274 | 0 | $0 | 0 | $0 |
| Trading Period | Insider Buying | Insider Sales | Option Exercises | |||
|---|---|---|---|---|---|---|
| year-month | Shares | Value | Shares | Value | Shares | Value |
| 2007-12 | 0 | $0 | 15,000 | $201,195 | 0 | $0 |
| 2007-10 | 34,340 | $498,513 | 0 | $0 | 0 | $0 |
| 2007-04 | 6,002 | $87,960 | 0 | $0 | 0 | $0 |
| 2006-08 | 2,560 | $32,657 | 0 | $0 | 0 | $0 |
| 2006-02 | 1,000 | $12,630 | 0 | $0 | 0 | $0 |
| 2005-11 | 1,993 | $24,274 | 0 | $0 | 0 | $0 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2007-12-12 | Carey John (Other) | Sale | 15,000 | 13.41 | 201,195 |
| 2007-10-10 | Cogan John F Jr (Chairman of the Board) | Buy | 34,340 | 14.52 | 498,513 |
| 2007-04-13 | Perna Thomas J (Other) | Buy | 3,000 | 14.64 | 43,920 |
| 2007-04-13 | Bush Mary K (Other) | Buy | 332 | 14.64 | 4,860 |
| 2007-04-13 | Piret Maguerite A (Other) | Buy | 70 | 14.65 | 1,025 |
| 2007-04-09 | West Stephen (Other) | Buy | 2,600 | 14.68 | 38,155 |
| 2006-08-03 | Taubes Kenneth (Other) | Buy | 2,560 | 12.76 | 32,657 |
| 2006-02-15 | Taubes Kenneth (Other) | Buy | 1,000 | 12.63 | 12,630 |
| 2005-11-14 | Bock David (Other) | Buy | 1,993 | 12.18 | 24,274 |
Insider trading activities including stock purchases, stock sales, and option exercises of PBF listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Pioneer Tax Advantaged Balanced Trust (symbol PBF, CIK number 1267150) see the Securities and Exchange Commission (SEC) website.