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Insider Information:   Nelms David W
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,446,862    

Indirect Shares

   1,899      
Direct Value   $171,498,668    

Indirect Value

   $213,927      
Total Shares   1,448,761      
Total Value   $171,712,595      


Morgan Stanley $44,361,224 Discover Financial Services $120,565,636 Cdw Corp $6,571,809 Morgan Stanley $44,361,224 Discover Financial Services $120,565,636 Cdw Corp $6,571,809
 


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  
            Morgan Stanley MS Business Unit Head 2006-10-04 448,229 2006-10-04 872    Premium*  
            Discover Financial Services DFS Executive Officer 2019-03-01 970,191 2016-12-01 1,027    Premium*  
            Cdw Corp CDW Director 2024-03-12 28,442 2014-03-10 0    Premium*  
* Premium Members only  

Records found :    180         Free Registration Required For Full Results.    Limit: 25

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  Page 8 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
CDW Cdw Corp Director   –       •      –    2023-06-13 4 A $0.00 $0 D/D 92 27,356 0 -
CDW Cdw Corp Director   –       •      –    2023-09-12 4 A $0.00 $0 D/D 77 27,433 0 -
CDW Cdw Corp Director   –       •      –    2023-12-12 4 A $0.00 $0 D/D 78 27,511 0 -
CDW Cdw Corp Director   –       •      –    2024-03-06 4 A $0.00 $0 D/D 860 28,371 0 -
CDW Cdw Corp Director   –       •      –    2024-03-12 4 A $0.00 $0 D/D 70 28,442 0 -
  180  Records found
  1   2   3   4   5   6   7   8     
  Page 8 of 8  
 
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
 
 
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