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Insider Information:   Bertolini Mark T
Relationship:  
City:   Hartford
State:   CT
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   969,328    

Indirect Shares

  100,072      
Direct Value   $791,121    

Indirect Value

  $5,748,136      
Total Shares   1,069,400      
Total Value   $6,539,257      


CVS/Caremark Corp
 $791,121 Oscar Health, Inc.
 $0 CVS/Caremark Corp
 $791,121 Oscar Health, Inc.
 $0
 


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  
            Aetna Inc AET Chairman and CEO, Dire... 2018-11-28 0 2018-11-28 0    Premium*  
            CVS/Caremark Corp CVS Director 2019-11-20 13,773 2019-11-20 100,072    Premium*  
            Oscar Health, Inc. OSCR 2024-04-03 955,555 2024-04-03 0    Premium*  
* Premium Members only  

Records found :    84         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
AET Aetna Inc Chairman, CEO and President   •       •      –    2012-12-20 4 OE $19.38 $2,170,000 D/D 112,000 625,343 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2012-12-20 4 S $46.84 $5,246,304 D/D (112,000) 513,343 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2013-02-04 4 D $48.55 $423,939 D/D (8,732) 526,938 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2013-02-04 4 OE $0.00 $0 D/D 22,327 535,670 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2013-12-30 4 OE $33.38 $4,347,828 D/D 130,272 657,210 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2013-12-30 4 S $68.08 $8,868,384 D/D (130,272) 526,938 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2014-02-03 4 D $67.06 $5,644,105 D/D (84,165) 620,953 0 -
AET Aetna Inc Chairman, CEO and President   •       •      –    2014-02-03 4 OE $0.00 $0 D/D 178,180 665,565 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-02-02 4 OE $0.00 $0 D/D 195,487 767,980 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-02-02 4 D $92.22 $8,497,981 D/D (92,149) 724,291 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-03-03 4 OE $0.00 $0 D/D 9,549 733,840 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-03-03 4 D $99.79 $463,624 D/D (4,646) 729,194 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-06-17 4 GD $0.00 $0 D/D 4,000 392,187 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-12-21 4 OE $50.21 $4,893,682 D/D 97,474 826,668 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-12-21 4 D $109.72 $7,732,846 D/D (70,478) 756,190 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2015-12-22 4 S $110.00 $2,969,641 D/D (26,996) 729,194 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2016-02-01 4 D $103.37 $10,071,029 D/D (97,427) 834,946 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2016-02-01 4 OE $0.00 $0 D/D 203,179 932,373 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2016-03-02 4 D $110.15 $450,624 D/D (4,091) 839,214 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2016-03-02 4 OE $0.00 $0 D/D 8,359 843,305 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2016-03-03 4 D $109.64 $512,457 D/D (4,674) 844,089 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2016-03-03 4 OE $0.00 $0 D/D 9,549 848,763 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2016-05-02 4 D $113.85 $8,317,881 D/D (73,060) 423,528 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2016-05-02 4 OE $39.93 $4,255,340 D/D 106,570 496,588 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2016-05-03 4 S $114.00 $3,820,157 D/D (33,510) 390,018 0 -

  84  Records found
  1   2  3   4      
  Page 2 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