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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Alliance Trust PLC (ATST.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)

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1,222.00

-2.00

(-0.16%)

At close: 04:35PM BST

Major holders

Insider roster

Insider transactions

Currency in GBp

Insider purchases - Last 6 months	Shares	Trans
Purchases	0	0
Sales	N/A	0
Net shares purchased (sold)	0	0
Total insider shares held	6.3M	N/A
% net shares purchased (sold)	N/A	N/A

Net institutional purchases - Prior quarter to latest quarter	Shares
Net shares purchased (sold)	N/A
% change in institutional shares held	N/A

Insider transactions reported - last two years

Insider	Transaction	Type	Value	Date	Shares
Park (Milyae)	Bought at price 10.61 per share.	Direct	31,830	24 Oct 2022	3,000
Hastings (Vicky)	Bought at price 10.75 per share.	Direct	28,530	04 Oct 2022	2,654
Hastings (Vicky)	Bought at price 10.72 per share.	Direct	11,476	04 Oct 2022	1,071
Samuel (Christopher)	Bought at price 12.61 per share.	Direct	693	12 Apr 2022	55
Samuel (Christopher)	Bought at price 12.61 per share.	Direct	1,172	12 Apr 2022	93
Samuel (Christopher)	Bought at price 12.59 per share.	Direct	1,536	12 Apr 2022	122
Dixon (Jo)	Bought at price 12.79 per share.	Direct	30,552	05 Apr 2022	2,388
Samuel (Christopher)	Bought at price 13.03 per share.	Direct	1,172	31 Mar 2022	90
Buckley (Dean R.)	Bought at price 11.78 per share.	Direct	82,460	08 Mar 2022	7,000
Dixon (Jo)	Bought at price 13.01 per share.	Direct	14,467	25 Jan 2022	1,112
Samuel (Christopher)	Bought at price 14.00 per share.	Direct	714	12 Jan 2022	51
Samuel (Christopher)	Bought at price 14.00 per share.	Direct	1,232	12 Jan 2022	88
Samuel (Christopher)	Bought at price 14.00 per share.	Direct	1,610	12 Jan 2022	115
Samuel (Christopher)	Bought at price 14.14 per share.	Direct	1,187	04 Jan 2022	84
Samuel (Christopher)		Direct		31 Dec 2021	0
Sternberg (Karl Stephen)		Direct		31 Dec 2021	0
Stewart (Gregor Ninian)		Direct		31 Dec 2021	0
Dixon (Jo)		Direct		31 Dec 2021	0
Dobie (Clare)		Direct		31 Dec 2021	0
Brooke (Anthony L.)		Direct		31 Dec 2021	0
Buckley (Dean R.)		Direct		31 Dec 2021	0
Bates (Sarah)		Direct		31 Dec 2021	0
Buckley (Dean R.)	Bought at price 13.90 per share.	Direct	41,697	30 Dec 2021	3,000
Samuel (Christopher)	Bought at price 13.65 per share.	Direct	996	12 Oct 2021	73
Samuel (Christopher)	Bought at price 13.65 per share.	Direct	382	12 Oct 2021	28
Samuel (Christopher)	Bought at price 13.65 per share.	Direct	764	12 Oct 2021	56
Samuel (Christopher)	Bought at price 13.38 per share.	Direct	735	06 Oct 2021	55
Samuel (Christopher)	Bought at price 13.92 per share.	Direct	960	13 Jul 2021	69
Samuel (Christopher)	Bought at price 13.92 per share.	Direct	737	13 Jul 2021	53
Samuel (Christopher)	Bought at price 13.92 per share.	Direct	403	13 Jul 2021	29
Samuel (Christopher)	Bought at price 13.69 per share.	Direct	752	30 Jun 2021	55
Samuel (Christopher)	Bought at price 13.25 per share.	Direct	967	13 Apr 2021	73
Samuel (Christopher)	Bought at price 13.25 per share.	Direct	742	13 Apr 2021	56
Samuel (Christopher)	Bought at price 13.25 per share.	Direct	410	13 Apr 2021	31
Samuel (Christopher)	Bought at price 12.75 per share.	Direct	739	31 Mar 2021	58
Samuel (Christopher)		Direct		28 Feb 2021	0
Sternberg (Karl Stephen)		Direct		28 Feb 2021	0
Stewart (Gregor Ninian)		Direct		28 Feb 2021	0
Brooke (Anthony L.)		Direct		28 Feb 2021	0
Dixon (Jo)		Direct		28 Feb 2021	0
Dobie (Clare)		Direct		28 Feb 2021	0
Samuel (Christopher)	Bought at price 12.54 per share.	Direct	965	12 Jan 2021	77
Samuel (Christopher)	Bought at price 12.54 per share.	Direct	740	12 Jan 2021	59
Samuel (Christopher)	Bought at price 12.54 per share.	Direct	401	12 Jan 2021	32
Samuel (Christopher)	Bought at price 12.25 per share.	Direct	722	31 Dec 2020	59
Samuel (Christopher)		Direct		31 Dec 2020	0
Sternberg (Karl Stephen)		Direct		31 Dec 2020	0
Stewart (Gregor Ninian)		Direct		31 Dec 2020	0
Dixon (Jo)		Direct		31 Dec 2020	0
Dobie (Clare)		Direct		31 Dec 2020	0
Brooke (Anthony L.)		Direct		31 Dec 2020	0
Samuel (Christopher)	Bought at price 10.99 per share.	Direct	659	13 Oct 2020	60
Samuel (Christopher)	Bought at price 10.99 per share.	Direct	362	13 Oct 2020	33
Samuel (Christopher)	Bought at price 10.99 per share.	Direct	945	13 Oct 2020	86
Samuel (Christopher)	Bought at price 10.99 per share.	Direct	659	13 Oct 2020	60
Samuel (Christopher)	Bought at price 10.99 per share.	Direct	362	13 Oct 2020	33
Samuel (Christopher)	Bought at price 10.41 per share.	Direct	687	30 Sept 2020	66
Samuel (Christopher)	Bought at price 10.13 per share.	Direct	668	15 Jul 2020	66
Samuel (Christopher)	Bought at price 10.12 per share.	Direct	910	13 Jul 2020	90
Samuel (Christopher)	Bought at price 10.12 per share.	Direct	323	13 Jul 2020	32
Samuel (Christopher)	Bought at price 10.12 per share.	Direct	556	13 Jul 2020	55
Samuel (Christopher)	Bought at price 8.56 per share.	Direct	316	16 Apr 2020	37
Samuel (Christopher)	Bought at price 8.56 per share.	Direct	872	16 Apr 2020	102
Samuel (Christopher)	Bought at price 8.56 per share.	Direct	590	16 Apr 2020	69
Samuel (Christopher)	Bought at price 7.60 per share.	Direct	645	02 Apr 2020	85
Dobie (Clare)	Bought at price 7.93 per share.	Direct	11,948	27 Mar 2020	1,506
Dixon (Jo)		Direct		28 Feb 2020	0
Dobie (Clare)		Direct		28 Feb 2020	0
Brooke (Anthony L.)		Direct		28 Feb 2020	0
Alliance Trust Plc Employee Benefit Trust		Direct		28 Feb 2020	0
Lord Smith Of Kelvin		Direct		28 Feb 2020	0
Samuel (Christopher)		Direct		28 Feb 2020	0
Sternberg (Karl Stephen)		Direct		28 Feb 2020	0
Stewart (Gregor Ninian)		Direct		28 Feb 2020	0
Samuel (Christopher)	Bought at price 11.25 per share.	Direct	224	14 Jan 2020	20
Samuel (Christopher)	Bought at price 11.21 per share.	Direct	907	13 Jan 2020	81
Samuel (Christopher)	Bought at price 11.21 per share.	Direct	392	13 Jan 2020	35
Samuel (Christopher)	Bought at price 11.21 per share.	Direct	381	13 Jan 2020	34
Samuel (Christopher)		Direct		31 Dec 2019	0
Sternberg (Karl Stephen)		Direct		31 Dec 2019	0
Stewart (Gregor Ninian)		Direct		31 Dec 2019	0
Brooke (Anthony L.)		Direct		31 Dec 2019	0
Dixon (Jo)		Direct		31 Dec 2019	0
Dobie (Clare)		Direct		31 Dec 2019	0
Lord Smith Of Kelvin		Direct		31 Dec 2019	0
Samuel (Christopher)	Bought at price 9.88 per share.	Direct	879	11 Oct 2019	89
Samuel (Christopher)	Bought at price 9.88 per share.	Direct	365	11 Oct 2019	37
Samuel (Christopher)	Bought at price 9.88 per share.	Direct	276	11 Oct 2019	28
Samuel (Christopher)	Bought at price 9.71 per share.	Direct	213	02 Oct 2019	22
Stewart (Gregor Ninian)	Bought at price 9.71 per share.	Direct	281	02 Oct 2019	29
Samuel (Christopher)	Sold at price 10.01 per share.	Direct	20	18 Sept 2019	2
Brooke (Anthony L.)	Bought at price 10.08 per share.	Direct	120,972	01 Aug 2019	12,000
Samuel (Christopher)	Bought at price 10.27 per share.	Direct	873	12 Jul 2019	85
Samuel (Christopher)	Bought at price 10.27 per share.	Direct	359	12 Jul 2019	35
Samuel (Christopher)	Bought at price 10.27 per share.	Direct	328	12 Jul 2019	32
Samuel (Christopher)	Bought at price 10.30 per share.	Direct	154	03 Jul 2019	15
Stewart (Gregor Ninian)	Bought at price 10.30 per share.	Direct	277	03 Jul 2019	27
Rathbone Investment Management Ltd.		Direct		03 Jul 2019	10,570,529
Sternberg (Karl Stephen)	Bought at price 10.20 per share.	Direct	316	02 Jul 2019	31
Jarman (Richard)	Bought at price 10.20 per share.	Direct	122	02 Jul 2019	12
Sternberg (Karl Stephen)	Bought at price 10.21 per share.	Direct	15,797	01 Jul 2019	1,547
Sternberg (Karl Stephen)	Bought at price 9.47 per share.	Direct	15,827	03 Jun 2019	1,671
Sternberg (Karl Stephen)	Bought at price 10.23 per share.	Direct	16,316	01 May 2019	1,595
Samuel (Christopher)	Bought at price 10.19 per share.	Direct	102,928	29 Apr 2019	10,097
Samuel (Christopher)	Bought at price 10.19 per share.	Direct	102,928	29 Apr 2019	10,097
Samuel (Christopher)	Bought at price 9.97 per share.	Direct	827	11 Apr 2019	83
D C Thomson & Co Ltd		Direct		11 Apr 2019	660,000
Samuel (Christopher)	Bought at price 9.96 per share.	Direct	219	03 Apr 2019	22
Stewart (Gregor Ninian)	Bought at price 9.96 per share.	Direct	278	03 Apr 2019	28
Sternberg (Karl Stephen)	Bought at price 9.96 per share.	Direct	159	03 Apr 2019	16
Sternberg (Karl Stephen)	Bought at price 9.88 per share.	Direct	316	02 Apr 2019	32
Jarman (Richard)	Bought at price 9.88 per share.	Direct	118	02 Apr 2019	12
Stewart (Gregor Ninian)		Direct		28 Feb 2019	0
Samuel (Christopher)		Direct		28 Feb 2019	0
Sternberg (Karl Stephen)		Direct		28 Feb 2019	0
Brooke (Anthony L.)		Direct		28 Feb 2019	0
Lord Smith Of Kelvin		Direct		28 Feb 2019	0
D C Thomson & Co Ltd		Direct		28 Feb 2019	0
Dobie (Clare)		Direct		28 Feb 2019	0
Samuel (Christopher)	Bought at price 9.19 per share.	Direct	818	11 Jan 2019	89
Samuel (Christopher)	Bought at price 8.78 per share.	Direct	166	03 Jan 2019	19
Stewart (Gregor Ninian)	Bought at price 8.78 per share.	Direct	272	03 Jan 2019	31
Sternberg (Karl Stephen)	Bought at price 8.78 per share.	Direct	158	03 Jan 2019	18
Sternberg (Karl Stephen)	Bought at price 8.57 per share.	Direct	308	02 Jan 2019	36
Alliance Trust Plc Employee Benefit Trust		Direct		31 Dec 2018	0
Lord Smith Of Kelvin	Bought at price 9.43 per share.	Direct	82,023	29 Nov 2018	8,700
Samuel (Christopher)	Bought at price 9.45 per share.	Direct	840	11 Oct 2018	89
Samuel (Christopher)	Bought at price 10.07 per share.	Direct	201	03 Oct 2018	20
Sternberg (Karl Stephen)	Bought at price 10.07 per share.	Direct	150	03 Oct 2018	15
Stewart (Gregor Ninian)	Bought at price 10.07 per share.	Direct	281	03 Oct 2018	28
Sternberg (Karl Stephen)	Bought at price 9.99 per share.	Direct	309	02 Oct 2018	31
Samuel (Christopher)	Bought at price 10.08 per share.	Direct	201,580	26 Jul 2018	20,000
Sternberg (Karl Stephen)	Bought at price 9.90 per share.	Direct	158	04 Jul 2018	16
Samuel (Christopher)	Bought at price 9.90 per share.	Direct	188	04 Jul 2018	19
Stewart (Gregor Ninian)	Bought at price 9.90 per share.	Direct	286	04 Jul 2018	29
Sternberg (Karl Stephen)	Bought at price 9.83 per share.	Direct	314	03 Jul 2018	32
Sternberg (Karl Stephen)	Bought at price 10.08 per share.	Direct	322	11 Jun 2018	32
Dobie (Clare)	Bought at price 10.07 per share.	Direct	1,309	11 May 2018	130
Lord Smith Of Kelvin	Bought at price 9.91 per share.	Direct	39,636	03 May 2018	4,000
Samuel (Christopher)	Bought at price 9.96 per share.	Direct	199	26 Apr 2018	20
Stewart (Gregor Ninian)	Bought at price 9.91 per share.	Direct	247	05 Apr 2018	25
Sternberg (Karl Stephen)	Bought at price 9.69 per share.	Direct	329	04 Apr 2018	34
Sternberg (Karl Stephen)		Direct		28 Feb 2018	0
Samuel (Christopher)		Direct		28 Feb 2018	0
Stewart (Gregor Ninian)		Direct		28 Feb 2018	0
Lord Smith Of Kelvin		Direct		28 Feb 2018	0
Dobie (Clare)		Direct		28 Feb 2018	0
D C Thomson & Co Ltd		Direct		28 Feb 2018	0
Alliance Trust Plc Employee Benefit Trust		Direct		28 Feb 2018	0
Brooke (Anthony L.)		Direct		28 Feb 2018	0

NIKKEI 22537,893.71-566.37(-1.47%)

HANG SENG17,144.12-57.15(-0.33%)

CRUDE OIL82.74-0.07(-0.08%)

GOLD FUTURES2,330.20-8.20(-0.35%)

DOW38,460.92-42.77(-0.11%)

Bitcoin GBP51,782.36-1,778.23(-3.32%)

The five essential pieces of financial paperwork you must never lose

Alliance Trust PLC (ATST.L)

Insider transactions

Insider transactions reported - last two years

NIKKEI 225
37,893.71
-566.37(-1.47%)

HANG SENG
17,144.12
-57.15(-0.33%)

CRUDE OIL
82.74
-0.07(-0.08%)

GOLD FUTURES
2,330.20
-8.20(-0.35%)

DOW
38,460.92
-42.77(-0.11%)

Bitcoin GBP
51,782.36
-1,778.23(-3.32%)