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Insider Information:   Izzo Ralph
Relationship:   Director
City:   Newark
State:   NJ
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   449,258    

Indirect Shares

  732      
Direct Value   $33,148,836    

Indirect Value

  $54,417      
Total Shares   449,990      
Total Value   $33,203,253      


Public Service Enterprise Group Inc
 $32,094,362 Bank of New York Mellon Corp
 $705,616 CMS Energy Corp
 $348,858 Public Service Enterprise Group Inc
 $32,094,362 Bank of New York Mellon Corp
 $705,616 CMS Energy Corp
 $348,858
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    10    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    9    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -72.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Public Service Enterprise Group ... PEG Executive Chair of the... 2022-09-01 431,724 2016-05-11 732    Premium*  
            Bank of New York Mellon Corp BK Director 2024-04-01 11,986 2020-10-01 0    Premium*  
            CMS Energy Corp CMS Director 2024-05-03 5,548 2023-05-15 0    Premium*  
* Premium Members only  

Records found :    236         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 10
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   –       •      –    2022-04-01 4 A $49.45 $36,250 D/D 733 5,046 0 -
BK Bank of New York Mellon C... Director   –       •      –    2021-02-01 4 A $40.47 $31,247 D/D 772 1,583 0 -
BK Bank of New York Mellon C... Director   –       •      –    2020-10-01 4 A $34.17 $27,500 D/D 805 805 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-07-03 4 A $45.07 $37,500 D/D 832 9,497 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2012-08-03 4 D $32.64 $27,345 I/I (838) 0 0 -
PEG Public Service Enterprise... officerTitle   •       –      –    2005-12-30 4 D $64.95 $55,208 D/D (850) 64,593 -
PEG Public Service Enterprise... President and COO - PSEG   •       –      –    2006-12-29 4 D $66.45 $56,551 D/D (851) 70,582 0 -
BK Bank of New York Mellon C... Director   –       •      –    2022-07-01 4 A $42.42 $36,250 D/D 855 5,941 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-04-03 4 A $45.15 $38,750 D/D 858 8,587 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2017-08-22 4 GD $0.00 $0 D/D 880 724,194 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-10-02 4 A $42.07 $37,500 D/D 891 10,476 0 -
BK Bank of New York Mellon C... Director   –       •      –    2022-10-03 4 A $39.66 $36,250 D/D 914 6,905 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2012-01-03 4 S $32.49 $32,490 D/D (1,000) 296,245 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2017-08-23 4 GD $0.00 $0 D/D 1,060 723,134 0 -
PEG Public Service Enterprise... President and COO - PSEG   •       –      –    2007-04-09 4 D $86.05 $154,631 D/D (1,797) 71,787 0 -
PEG Public Service Enterprise... President and COO - PSE&G   •       –      –    2006-01-18 4 D $69.78 $135,305 D/D (1,939) 63,144 -
PEG Public Service Enterprise... President and COO - PSEG   •       –      –    2007-01-19 4 D $65.86 $127,704 D/D (1,939) 68,643 0 -
PEG Public Service Enterprise... President and COO - PSEG   •       –      –    2008-01-18 4 D $94.44 $184,347 D/D (1,952) 67,523 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2016-08-02 4 GD $0.00 $0 D/D 1,957 703,680 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2012-01-03 4 S $32.48 $68,208 D/D (2,100) 290,745 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2012-01-03 4 AS $32.50 $74,750 D/D (2,300) 286,645 0 -
PEG Public Service Enterprise... Chairman, President and CEO   •       •      –    2012-12-03 4 AS $29.91 $68,793 D/D (2,300) 430,240 0 -
PEG Public Service Enterprise... President and COO - PSEG   •       –      –    2007-12-20 4 D $95.98 $221,906 D/D (2,312) 69,475 0 -
PEG Public Service Enterprise... President and COO - PSEG   •       –      –    2006-12-20 4 D $67.12 $162,026 D/D (2,414) 71,433 0 -
CMS CMS Energy Corp Director   –       •      –    2023-05-15 4 A $0.00 $0 D/D 2,635 2,635 0 -

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