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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   $738,646    

Indirect Value

  $5,366,861      
Total Shares   1,069,400      
Total Value   $6,105,507      


CVS/Caremark Corp
 $738,646 Oscar Health, Inc.
 $0 CVS/Caremark Corp
 $738,646 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 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   •       •      –    2017-02-03 4 D $122.56 $11,843,218 D/D (96,632) 295,176 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2017-02-21 4 D $126.34 $551,095 D/D (4,362) 299,708 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2017-03-02 4 D $129.51 $529,825 D/D (4,091) 303,975 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2017-03-03 4 D $130.69 $5,921,825 D/D (45,312) 351,246 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2017-05-16 4 D $141.86 $29,094,777 D/D (205,095) 454,793 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2018-02-05 4 D $180.95 $21,588,240 D/D (119,305) 268,377 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2018-02-20 4 D $178.03 $1,251,729 D/D (7,031) 276,849 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2018-03-02 4 D $177.53 $3,989,809 D/D (22,474) 303,928 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2018-11-28 4 D $0.00 $0 I/I (743,700) 0 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2018-11-28 4 D $209.01 $21,525,940 D/D (102,990) 169,107 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2018-11-28 4 D $0.00 $0 D/D (169,107) 0 0 -
CVS CVS/Caremark Corp Director   •       •      –    2018-12-20 4 D $67.26 $35,178,609 I/I (522,997) 0 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   •       •      –    2016-11-07 4 GD $0.00 $0 D/D 28,517 363,670 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2016-11-23 4 GD $0.00 $0 D/D 120,000 243,670 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2017-12-06 4 GD $0.00 $0 I/I 553 119,447 0 -
AET Aetna Inc Chairman and CEO   •       –      –    2017-12-13 4 GD $0.00 $0 D/D 53,885 189,785 0 -
AET Aetna Inc Chairman and CEO   •       •      –    2018-03-28 4 GD $0.00 $0 D/D 189,785 114,143 0 -
CVS CVS/Caremark Corp Director   •       •      –    2018-12-28 4 GD $0.00 $0 D/D 655,982 10,000 0 -
AET Aetna Inc Executive Vice PresidentOffice   •       –      –    2006-02-01 3 IO $0.00 $0 D/D 0 26,666 -
AET Aetna Inc President   •       –      –    2008-02-11 4 OE $0.00 $0 D/D 7,048 0 0 -
AET Aetna Inc President   •       –      –    2009-02-09 4 OE $0.00 $0 D/D 7,047 0 0 -
AET Aetna Inc President   •       –      –    2009-02-10 4 OE $0.00 $0 D/D 13,744 0 0 -
AET Aetna Inc President   •       –      –    2009-06-30 4 OE $0.00 $0 D/D 15,027 0 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