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Insider Information:   Scully Robert W
Relationship:  
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   681,713    

Indirect Shares

  183,410      
Direct Value   $64,779,360    

Indirect Value

  $17,177,733      
Total Shares   865,123      
Total Value   $81,957,093      


Morgan Stanley
 $46,520,860 Bank of America Corp
 $3,504,359 KKR Financial Holdings LLC
 $9,616,838 Zoetis Inc.
 $252,974 Chubb Ltd  (ACE Ltd)
 $4,884,328 Morgan Stanley
 $46,520,860 Bank of America Corp
 $3,504,359 KKR Financial Holdings LLC
 $9,616,838 Zoetis Inc.
 $252,974 Chubb Ltd  (ACE Ltd)
 $4,884,328
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    3   
    0    

     Stock price went up :

    3   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   3.0   
   0.0   
     Percentage Gain/Loss :
   48.9%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Morgan Stanley MS Co-President 2006-12-29 478,462 2006-12-29 51,885    Premium*  
            Bank of America Corp BAC Director 2011-05-11 90,716 2011-05-11 39,500    Premium*  
            KKR Financial Holdings LLC KKR 2023-10-02 92,621 2023-10-02 81,000    Premium*  
            Zoetis Inc. ZTS Director 2024-02-08 1,493 2024-02-08 7,590    Premium*  
            Chubb Ltd (ACE Ltd) CB 2024-05-16 18,421 2024-05-16 3,435    Premium*  
* Premium Members only  

Records found :    67         Free Registration Required For Full Results.    Limit: 25

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

 
3m +/-  
Form
ZTS Zoetis Inc. Director   –       •      –    2019-02-19 4 D $94.91 $141,321 D/D (1,489) 6,432 0 -
BAC Bank of America Corp Director   –       •      –    2010-04-28 4 A $17.78 $159,984 D/D 8,998 77,655 0 -
BAC Bank of America Corp Director   –       •      –    2011-05-11 4 A $12.25 $159,997 D/D 13,061 90,716 0 -
ZTS Zoetis Inc. Director   –       •      –    2021-02-13 4 D $166.71 $166,210 D/D (997) 10,589 0 -
ZTS Zoetis Inc. Director   –       •      –    2020-02-14 4 D $144.17 $191,602 D/D (1,329) 8,807 0 -
KKR KKR Financial Holdings LL... Director   –       •      –    2013-05-30 4 B $19.93 $347,779 I/I 17,450 17,450 2.1 -
BAC Bank of America Corp Director   –       •      –    2010-11-09 4 B $12.45 $491,716 I/I 39,500 39,500 2.1 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2020-05-01 4 B $102.40 $998,400 D/D 9,750 20,723 2.39 %
KKR KKR Financial Holdings LL...   •       •      –    2017-08-17 4 B $18.21 $1,001,550 I/I 55,000 55,000 0.01 -
KKR KKR Financial Holdings LL... Director   –       •      –    2010-11-10 4 B $12.95 $1,002,098 I/I 77,400 38,700 2.1 -
KKR KKR Financial Holdings LL...   •       •      –    2016-08-02 4 S $14.09 $1,036,320 D/D (73,550) 43,276 0 -
BAC Bank of America Corp Director   –       •      –    2009-10-21 4 B $16.79 $1,040,906 D/D 62,000 68,657 2.39 -
ZTS Zoetis Inc. Director   –       •      –    2021-02-19 4 B $163.80 $1,249,931 I/I 7,590 7,590 2.1 %
KKR KKR Financial Holdings LL...   •       •      –    2021-02-12 4 B $48.13 $1,251,479 I/I 26,000 26,000 0.01 %
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2016-08-03 4 B $125.90 $1,350,834 I/I 10,725 2,775 2.1 -
KKR KKR Financial Holdings LL...   •       •      –    2016-08-02 4 S $14.29 $1,358,601 I/I (94,850) 0 0 -
KKR KKR Financial Holdings LL... Director   –       •      –    2013-05-30 4 B $19.93 $1,465,852 D/D 73,550 93,550 2.39 -

  67  Records found
  1   2   3     
  Page 3 of 3  
 
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