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Insider Information:   Welters Anthony
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   247,870    

Indirect Shares

   0      
Direct Value   $77,397,364    

Indirect Value

   $0      
Total Shares   247,870      
Total Value   $77,397,364      


West Pharmaceutical Services Inc $14,311,261 Unitedhealth Group Inc $59,647,036 The Carlyle Group Inc $2,043,113 Loews Corp $746,940 Gilead Sciences Inc $649,016 West Pharmaceutical Services Inc $14,311,261 Unitedhealth Group Inc $59,647,036 The Carlyle Group Inc $2,043,113 Loews Corp $746,940 Gilead Sciences Inc $649,016
 


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  
            CR Bard Inc BCR Director 2017-12-29 0 2003-10-01 0    Premium*  
            West Pharmaceutical Services Inc WST Director 2015-05-05 43,535 2007-05-01 0    Premium*  
            Unitedhealth Group Inc UNH EVP, UnitedHealth Group 2012-06-05 119,908 0    Premium*  
            The Carlyle Group Inc CG 2024-05-01 64,350 2015-11-01 0    Premium*  
            Loews Corp L Director 2024-05-09 9,845 2015-12-02 0    Premium*  
            Gilead Sciences Inc GILD Director 2024-05-08 10,232 2021-10-22 0    Premium*  
* Premium Members only  

Records found :    128         Free Registration Required For Full Results.    Limit: 25

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  Page 6 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
CG The Carlyle Group Inc   –       •      –    2024-05-01 4 A $0.00 $0 D/D 5,004 64,350 0 -
GILD Gilead Sciences Inc Director   •       •      –    2024-05-08 4 A $0.00 $0 D/D 2,310 10,232 0 -
L Loews Corp Director   –       •      –    2024-05-09 4 OE $0.00 $0 D/D 1,706 9,845 0 -
  128  Records found
  1   2   3   4   5   6     
  Page 6 of 6  
 
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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