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Insider Information:   Szymanczyk Michael E
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,429,326    

Indirect Shares

  100,592      
Direct Value   $66,711,703    

Indirect Value

  $5,195,940      
Total Shares   1,529,918      
Total Value   $71,907,642      


Altria Group Inc
 $65,037,751 Dominion Energy Inc
 $1,211,761 Duke Realty Corp
 $462,190 Altria Group Inc
 $65,037,751 Dominion Energy Inc
 $1,211,761 Duke Realty Corp
 $462,190
 


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  
            Altria Group Inc MO Chairman and CEO, Dire... 2011-02-11 1,397,159 2003-07-22 0    Premium*  
            Dominion Energy Inc D Director 2023-05-10 22,578 2023-05-10 63,511    Premium*  
            Duke Realty Corp DRE Director 2022-02-10 9,589 2022-02-10 37,081    Premium*  
* Premium Members only  

Records found :    114         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MO Altria Group Inc Chairman and CEO   •       •      –    2009-05-13 4 OE $11.18 $3,493,225 D/D 235,332 1,026,713 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-05-01 4 OE $12.45 $1,004,685 D/D 80,671 791,603 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-02-11 4 D $16.58 $207,403 D/D (12,513) 940,127 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-05-13 4 D $17.27 $3,733,729 D/D (216,260) 959,199 0 -
DRE Duke Realty Corp Director   –       •      –    2014-05-14 4 B $17.53 $175,300 I/I 10,000 10,000 2.1 -
DRE Duke Realty Corp Director   –       •      –    2014-08-11 4 B $18.17 $181,700 I/I 10,000 20,000 2.1 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-11-09 4 D $18.81 $1,116,528 D/D (59,374) 973,494 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2010-02-12 4 D $19.57 $267,678 D/D (13,678) 1,209,816 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-05-01 4 D $20.08 $1,264,317 D/D (62,964) 728,639 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-06-23 4 D $20.93 $544,159 D/D (25,999) 702,640 0 -
MO Altria Group Inc Chrmn & CEO, Philip Morris USA   •       –      –    2003-07-22 4 OE $21.34 $1,732,322 D/D 81,162 299,954 -
MO Altria Group Inc Chairman and CEO   •       •      –    2011-02-11 4 D $24.25 $974,213 D/D (40,182) 1,397,159 0 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-02-08 4 OE $38.03 $7,942,298 D/D 205,572 508,692 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-02-10 4 OE $39.72 $3,807,881 D/D 95,871 359,809 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-08-30 4 OE $39.72 $3,182,033 D/D 79,802 307,759 -
MO Altria Group Inc Chrmn & CEO, Philip Morris USA   •       –      –    2003-07-23 4 S $40.00 $737,148 D/D (18,409) 226,038 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-05-02 4 OE $40.00 $6,536,400 D/D 163,410 414,712 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-05-02 4 D $40.00 $4,848,320 D/D (121,208) 372,074 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-11-10 4 OE $40.00 $5,908,114 D/D 142,262 402,683 -
MO Altria Group Inc Chrmn & CEO, Philip Morris USA   •       –      –    2003-07-22 4 D $40.12 $2,226,663 D/D (55,507) 244,447 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-08-12 4 OE $43.88 $4,465,334 D/D 97,968 426,726 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2006-05-15 4 OE $44.38 $11,056,626 D/D 242,167 456,532 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-08-31 4 S $48.90 $73,790 D/D (1,509) 267,620 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2006-08-15 4 OE $49.04 $2,581,809 D/D 52,647 439,341 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2007-02-23 4 OE $49.04 $3,154,792 D/D 64,331 472,024 0 -

  114  Records found
  1   2  3   4   5      
  Page 2 of 5  
 
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