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Insider Information:   Owens James W
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   374,304    

Indirect Shares

  192,760      
Direct Value   $97,052,982    

Indirect Value

  $61,142,074      
Total Shares   567,064      
Total Value   $158,195,055      


Caterpillar Inc
 $87,060,128 Howmet Aerospace Inc
 $846,300 International Business Machines Corporation
 $549,341 Morgan Stanley
 $8,001,805 Alcoa Upstream Corp
 $595,408 Caterpillar Inc
 $87,060,128 Howmet Aerospace Inc
 $846,300 International Business Machines Corporation
 $549,341 Morgan Stanley
 $8,001,805 Alcoa Upstream Corp
 $595,408
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Caterpillar Inc CAT Director 2010-09-13 264,259 2010-09-13 181,177    Premium*  
            Howmet Aerospace Inc HWM Director 2010-10-20 10,000 2010-10-20 5,025    Premium*  
            International Business Machines ... IBM 2014-07-23 3,282 2018-10-31 6,000    Premium*  
            Morgan Stanley MS Director 2018-05-24 82,783 2011-02-01 0    Premium*  
            Alcoa Upstream Corp AA Director 2019-05-10 13,980 2019-05-10 558    Premium*  
* Premium Members only  

Records found :    80         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MS Morgan Stanley Director   –       •      –    2015-05-19 4 A $0.00 $0 D/D 6,470 61,943 0 -
MS Morgan Stanley Director   –       •      –    2016-05-17 4 A $0.00 $0 D/D 9,525 72,461 0 -
MS Morgan Stanley Director   –       •      –    2017-05-22 4 A $0.00 $0 D/D 5,991 79,668 0 -
MS Morgan Stanley Director   –       •      –    2017-11-22 4 A $49.25 $50,833 D/D 1,032 81,339 0 -
MS Morgan Stanley Director   –       •      –    2018-05-24 4 A $53.74 $47,500 D/D 884 82,783 0 -

  80  Records found
  1   2   3   4     
  Page 4 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed