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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 8 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   •       •      –    2016-09-30 4 A $114.55 $38,750 D/D 338 28,160 0 -
TRV Travelers Companies Inc Director   •       •      –    2016-12-30 4 A $122.42 $38,750 D/D 317 28,630 0 -
TRV Travelers Companies Inc Director   •       •      –    2017-03-31 4 A $120.54 $38,750 D/D 321 30,592 0 -
TRV Travelers Companies Inc Director   •       •      –    2017-06-30 4 A $126.53 $38,750 D/D 306 31,072 0 -
TRV Travelers Companies Inc Director   •       •      –    2017-12-29 4 A $135.64 $38,750 D/D 286 32,025 0 -
TRV Travelers Companies Inc Director   •       •      –    2018-03-30 4 A $138.86 $38,750 D/D 279 33,718 0 -
TRV Travelers Companies Inc Director   •       •      –    2018-06-29 4 A $122.34 $38,750 D/D 317 34,247 0 -
TRV Travelers Companies Inc Director   •       •      –    2018-09-28 4 A $129.71 $38,750 D/D 299 34,749 0 -
TRV Travelers Companies Inc Director   •       •      –    2018-12-31 4 A $119.75 $38,750 D/D 324 35,296 0 -
TRV Travelers Companies Inc Director   •       •      –    2019-03-29 4 A $137.16 $38,750 D/D 283 37,172 0 -
TRV Travelers Companies Inc Director   •       •      –    2019-06-28 4 A $149.52 $38,750 D/D 259 37,635 0 -
TRV Travelers Companies Inc Director   •       •      –    2019-09-30 4 A $148.69 $38,750 D/D 261 38,103 0 -
TRV Travelers Companies Inc Director   •       •      –    2019-12-31 4 A $136.95 $38,750 D/D 283 38,614 0 -
TRV Travelers Companies Inc Director   •       •      –    2020-03-31 4 A $99.35 $38,750 D/D 390 40,654 0 -
CSX CSX Corp Director   –       •      –    2004-12-08 4 A $38.60 $96,500 I/I 2,500 8,108 -
CSX CSX Corp officerTitle   –       •      –    2005-12-14 4 A $49.13 $122,825 I/I 2,500 12,446 -
TRV Travelers Companies Inc Director   –       •      –    2010-02-02 4 A $51.09 $144,993 D/D 2,838 2,838 0 -
CSX CSX Corp Director   –       •      –    2014-02-12 4 A $27.31 $149,413 I/I 5,471 226,829 0 -
TRV Travelers Companies Inc Director   –       •      –    2011-02-01 4 A $56.81 $149,978 D/D 2,640 7,408 0 -
TRV Travelers Companies Inc Director   –       •      –    2012-02-07 4 A $59.74 $150,007 D/D 2,511 11,936 0 -
CSX CSX Corp Director   –       •      –    2011-02-09 4 A $64.52 $150,009 I/I 2,325 60,380 0 -
CSX CSX Corp Director   –       •      –    2013-02-13 4 A $20.30 $150,017 I/I 7,390 212,702 0 -
CSX CSX Corp Director   –       •      –    2010-02-10 4 A $48.40 $150,040 I/I 3,100 55,345 0 -
CSX CSX Corp Director   –       •      –    2009-02-11 4 A $30.21 $151,050 I/I 5,000 48,191 0 -
TRV Travelers Companies Inc Director   •       •      –    2013-02-05 4 A $78.65 $159,974 D/D 2,034 15,932 0 -
  211  Records found
  1   2   3   4   5   6   7   8  9      
  Page 8 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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