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Insider Information:   Surma John P
Relationship:   Director
City:   Pittsburgh
State:   PA
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   553,838    

Indirect Shares

  23,161      
Direct Value   $33,427,235    

Indirect Value

  $2,353,243      
Total Shares   576,999      
Total Value   $35,780,478      


United States Steel Corp
 $14,927,047 Bank of New York Mellon Corp
 $290,837 Marathon Petroleum Corp
 $9,810,332 Mplx Lp
 $3,000,842 Trane Technologies (Ingersoll-Rand Co)
 $4,222,924 Concho Resources Inc
 $979,867 Public Service Enterprise Group Inc
 $195,385 United States Steel Corp
 $14,927,047 Bank of New York Mellon Corp
 $290,837 Marathon Petroleum Corp
 $9,810,332 Mplx Lp
 $3,000,842 Trane Technologies (Ingersoll-Rand Co)
 $4,222,924 Concho Resources Inc
 $979,867 Public Service Enterprise Group Inc
 $195,385
 


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  
            United States Steel Corp X Director 2013-11-26 389,232 2013-11-26 3,925    Premium*  
            Bank of New York Mellon Corp BK Director 2009-01-02 4,879 2007-07-02 0    Premium*  
            Marathon Petroleum Corp MPC 2024-04-01 55,548 2024-04-01 10,000    Premium*  
            Mplx Lp MPLX 2024-05-13 73,767 2015-01-02 7,500    Premium*  
            Trane Technologies (Ingersoll-Ra... TT Director 2023-06-02 12,896 0    Premium*  
            Concho Resources Inc CXO 2020-01-02 14,937 2014-03-19 0    Premium*  
            Public Service Enterprise Group ... PEG Director 2024-05-01 2,579 2024-05-01 1,736    Premium*  
* Premium Members only  

Records found :    265         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 11
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BK Bank of New York Mellon C... Director   –       •      –    2007-10-01 4 A $44.93 $11,250 D/D 250 2,031 0 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2010-11-03 4 S $45.02 $1,279,919 D/D (28,430) 265,716 0 -
BK Bank of New York Mellon C... Director   –       •      –    2008-05-01 4 A $45.13 $7,200 D/D 160 3,179 0 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2010-06-01 4 D $45.31 $92,161 D/D (2,034) 281,674 0 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2010-05-25 4 D $45.65 $163,610 D/D (3,584) 285,452 0 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2011-05-27 4 D $45.74 $79,771 D/D (1,744) 252,007 0 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2010-05-27 4 D $47.63 $83,067 D/D (1,744) 283,708 0 -
BK Bank of New York Mellon C... Director   –       •      –    2008-02-01 4 A $47.74 $16,655 D/D 349 2,386 0 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2010-08-09 4 S $48.72 $1,828,544 D/D (37,534) 264,143 0 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2010-02-18 4 S $50.70 $951,564 D/D (18,770) 230,589 0 -
X United States Steel Corp Pres and CEO   •       •      –    2005-02-10 4 D $53.73 $774,768 D/D (14,421) 164,488 -
X United States Steel Corp Pres and CEO   •       •      –    2005-02-10 4 D $53.73 $1,343,125 D/D (25,000) 153,909 -
X United States Steel Corp Chairman of Board, CEO & Pres   •       •      –    2011-01-28 4 S $56.51 $2,596,875 D/D (45,951) 269,767 0 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2006-08-10 4 S $58.35 $2,075,356 D/D (35,500) 203,690 -
TT Trane Technologies (Inger... Director   •       •      –    2013-08-01 4 B $61.99 $61,990 D/D 1,000 3,100 2.39 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2006-05-30 4 A $65.40 $1,589,220 D/D 24,300 205,353 0 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2006-05-30 4 D $65.40 $377,162 D/D (5,767) 199,586 0 -
TT Trane Technologies (Inger... Director   –       •      –    2016-06-04 4 D $65.90 $65,636 D/D (996) 7,567 0 -
TT Trane Technologies (Inger... Director   –       •      –    2015-02-25 4 D $68.19 $78,004 D/D (1,144) 4,338 0 -
PEG Public Service Enterprise... Director   •       •      –    2024-05-01 4 A $69.81 $180,040 D/D 2,579 2,579 0 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2006-11-20 4 S $74.12 $2,538,637 D/D (34,200) 219,490 0 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2006-11-20 4 S $74.37 $804,415 D/D (10,800) 208,690 0 -
TT Trane Technologies (Inger... Director   –       •      –    2017-06-02 4 D $89.64 $92,503 D/D (1,032) 6,535 0 -
TT Trane Technologies (Inger... Director   –       •      –    2018-06-08 4 D $90.51 $70,413 D/D (778) 9,181 0 -
X United States Steel Corp Chairman of the Board and CEO   •       •      –    2007-02-21 4 S $93.14 $1,853,486 D/D (19,900) 206,301 0 -

  265  Records found
  1   2   3   4   5   6   7   8   9   10  11      
  Page 10 of 11  
 
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