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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   $63,522,885    

Indirect Value

  $4,990,164      
Total Shares   1,529,918      
Total Value   $68,513,049      


Altria Group Inc
 $61,922,087 Dominion Energy Inc
 $1,138,609 Duke Realty Corp
 $462,190 Altria Group Inc
 $61,922,087 Dominion Energy Inc
 $1,138,609 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 4 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
D Dominion Energy Inc Director   •       •      –    2015-02-20 4 B $73.54 $735,406 I/I 10,000 15,000 2.1 -
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   •       •      –    2009-11-09 4 OE $10.85 $873,409 D/D 73,669 1,008,781 0 -
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   •       •      –    2008-05-01 4 OE $12.45 $1,004,685 D/D 80,671 791,603 0 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2006-05-16 4 S $71.60 $1,074,000 D/D (15,000) 386,694 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-06-27 4 D $65.22 $1,107,501 D/D (16,981) 328,758 -
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, PM USA   •       –      –    2008-02-04 4 D $75.41 $1,129,718 D/D (14,982) 445,064 0 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-02-11 4 S $54.92 $1,242,377 D/D (22,619) 259,138 -
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, PM USA   •       –      –    2005-11-11 4 S $74.56 $1,325,387 D/D (17,776) 346,534 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2007-02-05 4 D $86.68 $1,386,280 D/D (15,994) 407,693 0 -
D Dominion Energy Inc Director   •       •      –    2019-09-13 4 B $78.85 $1,687,322 I/I 21,400 46,400 2.1 -
MO Altria Group Inc officerTitle   •       –      –    2006-02-03 4 D $71.53 $1,691,781 D/D (23,653) 352,531 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-05-03 4 S $65.42 $1,723,456 D/D (26,335) 345,739 -
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, PM USA   •       –      –    2005-01-26 4 A $61.99 $2,200,468 D/D 35,500 303,120 -
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   •       –      –    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 -
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 Chairman and CEO, PM USA   •       –      –    2006-08-15 4 D $80.95 $3,306,118 D/D (40,844) 398,497 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-08-30 4 D $49.12 $3,428,767 D/D (69,811) 269,129 -
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 -

  114  Records found
  1   2   3   4  5      
  Page 4 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