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Insider Information:   Shepard Donald J
Relationship:   Director
City:   Baltimore
State:   MD
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   62,864    

Indirect Shares

   268,626      
Direct Value   $10,514,652    

Indirect Value

   $8,878,089      
Total Shares   331,490      
Total Value   $19,392,741      


CSX Corp $396,600 PNC Financial Services Group Inc $1,386,298 Travelers Companies Inc $8,731,754 CSX Corp $396,600 PNC Financial Services Group Inc $1,386,298 Travelers Companies Inc $8,731,754
 


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  
            CSX Corp CSX Director 2017-03-15 12,000 2017-03-15 268,626    Premium*  
            PNC Financial Services Group Inc PNC Director 2017-09-29 8,967 0    Premium*  
            Travelers Companies Inc TRV Director 2020-09-30 41,897 2010-02-02 0    Premium*  
* Premium Members only  

Records found :    211         Free Registration Required For Full Results.    Limit: 25

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  Page 7 of 9
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
TRV Travelers Companies Inc Director   •       •      –    2013-06-28 4 A $79.92 $29,697 D/D 372 16,819 0 -
PNC PNC Financial Services Gr... Director   –       •      –    2017-09-29 4 D $134.77 $30,458 D/D (226) 8,967 0 -
CSX CSX Corp Director   –       •      –    2017-03-15 4 A $47.95 $31,215 I/I 651 268,626 0 -
PNC PNC Financial Services Gr... Director   –       •      –    2016-12-30 4 D $116.96 $32,047 D/D (274) 8,967 0 -
TRV Travelers Companies Inc Director   •       •      –    2013-09-30 4 A $84.77 $32,500 D/D 383 17,302 0 -
TRV Travelers Companies Inc Director   •       •      –    2013-12-31 4 A $90.54 $32,500 D/D 359 17,756 0 -
TRV Travelers Companies Inc Director   •       •      –    2014-03-31 4 A $85.10 $32,500 D/D 382 20,245 0 -
TRV Travelers Companies Inc Director   •       •      –    2020-09-30 4 A $108.19 $32,500 D/D 300 41,897 0 -
TRV Travelers Companies Inc Director   •       •      –    2014-06-30 4 A $94.07 $33,942 D/D 361 20,724 0 -
CSX CSX Corp Director   –       •      –    2008-09-25 4 A $56.50 $34,013 I/I 602 42,436 0 -
TRV Travelers Companies Inc Director   •       •      –    2020-06-30 4 A $114.05 $36,003 D/D 316 41,272 0 -
TRV Travelers Companies Inc Director   •       •      –    2014-09-30 4 A $93.94 $36,250 D/D 386 21,232 0 -
TRV Travelers Companies Inc Director   •       •      –    2014-12-31 4 A $105.85 $36,250 D/D 342 21,684 0 -
TRV Travelers Companies Inc Director   •       •      –    2015-03-31 4 A $108.13 $36,250 D/D 335 23,694 0 -
TRV Travelers Companies Inc Director   •       •      –    2015-06-30 4 A $96.66 $36,250 D/D 375 24,218 0 -
TRV Travelers Companies Inc Director   •       •      –    2015-09-30 4 A $99.53 $36,250 D/D 364 24,731 0 -
TRV Travelers Companies Inc Director   •       •      –    2015-12-31 4 A $112.86 $36,250 D/D 321 25,186 0 -
TRV Travelers Companies Inc Director   •       •      –    2016-03-31 4 A $116.71 $36,250 D/D 311 27,192 0 -
TRV Travelers Companies Inc Director   •       •      –    2016-06-30 4 A $119.04 $37,431 D/D 314 27,660 0 -
CSX CSX Corp Director   –       •      –    2007-05-02 4 A $43.32 $37,467 I/I 865 34,518 0 -
CSX CSX Corp Director   –       •      –    2006-05-08 4 A $70.97 $37,470 I/I 528 13,368 -
CSX CSX Corp Director   –       •      –    2009-05-06 4 A $31.28 $37,473 I/I 1,198 50,427 0 -
CSX CSX Corp Director   –       •      –    2004-05-06 4 A $31.05 $37,500 I/I 1,208 4,999 -
CSX CSX Corp Director   –       •      –    2005-05-05 4 A $40.92 $37,500 I/I 917 9,515 -
TRV Travelers Companies Inc Director   •       •      –    2017-09-29 4 A $122.52 $38,749 D/D 316 31,571 0 -
  211  Records found
  1   2   3   4   5   6   7  8   9      
  Page 7 of 9  
 
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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