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Insider Information:   Scott Richard Waldo
Relationship:   SVP & Chief Investment...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   194,284    

Indirect Shares

  6,376      
Direct Value   $9,640,682    

Indirect Value

  $447,488      
Total Shares   200,660      
Total Value   $10,088,171      


American International Group Inc
 $3,596,376 Carriage Services Inc
 $2,787,966 Loews Corp
 $3,256,340 American International Group Inc
 $3,596,376 Carriage Services Inc
 $2,787,966 Loews Corp
 $3,256,340
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    8    

     Stock price went up :

    0   
    5    
     Stock price went down :
    0   
    3    
   
     Gain/Loss Ratio :
   0.0   
   1.7   
     Percentage Gain/Loss :
     0.0%
 33.5%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            American International Group Inc AIG Senior Vice President 2006-02-15 45,919 2006-02-15 5,376    Premium*  
            Carriage Services Inc CSV Director 2015-12-22 105,445 2015-12-22 1,000    Premium*  
            Loews Corp L SVP & Chief Investment... 2024-05-21 42,920 2012-12-12 0    Premium*  
* Premium Members only  

Records found :    87         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
L Loews Corp SVP & Chief Investment Officer   •       –      –    2020-02-13 4 D $53.93 $204,287 D/D (3,788) 26,273 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-02-11 4 OE $0.00 $0 D/D 7,413 33,686 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-02-11 4 D $47.99 $174,252 D/D (3,631) 30,055 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-02-12 4 D $48.22 $178,076 D/D (3,693) 33,901 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-02-12 4 OE $0.00 $0 D/D 7,539 37,594 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-03-16 4 OE $35.52 $832,275 D/D 22,500 56,401 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-03-16 4 D $51.62 $832,218 D/D (16,122) 40,279 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-03-16 4 S $51.34 $327,447 D/D (6,378) 33,901 0 %
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-08-10 4 S $55.56 $509,263 D/D (9,166) 33,901 0 %
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-08-10 4 D $55.07 $1,353,841 D/D (24,584) 43,067 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-08-10 4 OE $39.41 $1,353,938 D/D 33,750 67,651 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-12-07 4 OE $41.93 $965,475 D/D 22,500 56,401 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-12-07 4 D $56.35 $965,501 D/D (17,134) 39,267 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2021-12-07 4 S $56.89 $305,272 D/D (5,366) 33,901 0 %
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-02-10 4 D $61.58 $148,593 D/D (2,413) 38,179 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-02-10 4 OE $0.00 $0 D/D 6,691 40,592 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-02-11 4 OE $0.00 $0 D/D 7,414 45,593 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-02-11 4 D $62.10 $165,993 D/D (2,673) 42,920 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-05-23 4 OE $44.44 $1,028,588 D/D 22,500 65,420 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-05-23 4 D $62.81 $1,028,639 D/D (16,377) 49,043 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2022-05-23 4 S $64.35 $394,015 D/D (6,123) 42,920 0 %
L Loews Corp SVP & Chief Investment Officer   •       –      –    2023-02-07 4 S $62.51 $781,750 D/D (12,506) 42,920 0 %
L Loews Corp SVP & Chief Investment Officer   •       –      –    2023-02-07 4 D $60.85 $1,977,260 D/D (32,494) 55,426 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2023-02-07 4 OE $41.98 $1,977,300 D/D 45,000 87,920 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2023-02-08 4 OE $0.00 $0 D/D 7,567 50,487 0 -

  87  Records found
  1   2   3  4      
  Page 3 of 4  
 
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