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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   –       •      –    2021-02-13 4 D $166.71 $166,210 D/D (997) 10,589 0 -
ZTS Zoetis Inc. Director   –       •      –    2021-02-13 4 OE $0.00 $0 D/D 2,779 11,586 0 -
ZTS Zoetis Inc. Director   –       •      –    2021-02-19 4 B $163.80 $1,249,931 I/I 7,590 7,590 2.1 %
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2021-05-20 4 A $0.00 $0 D/D 2,047 25,437 0 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2021-05-20 4 D $166.16 $135,088 D/D (813) 24,624 0 -
KKR KKR Financial Holdings LL...   •       •      –    2021-12-09 4 A $0.00 $0 D/D 2,479 85,458 0 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2022-05-19 4 A $0.00 $0 D/D 1,766 16,640 0 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2022-05-19 4 D $203.88 $104,387 D/D (512) 16,128 0 -
KKR KKR Financial Holdings LL...   •       •      –    2022-10-20 4 A $0.00 $0 D/D 4,134 89,592 0 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2023-05-17 4 D $198.93 $87,927 D/D (442) 17,496 0 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2023-05-17 4 A $0.00 $0 D/D 1,810 17,938 0 -
KKR KKR Financial Holdings LL...   •       •      –    2023-10-02 4 A $0.00 $0 D/D 3,029 92,621 0 -
ZTS Zoetis Inc. Director   –       •      –    2023-12-07 4 GD $0.00 $0 D/D 10,589 0 0 -
CB Chubb Ltd (ACE Ltd) Director   –       •      –    2023-12-12 4 GD $0.00 $0 I/I 23,765 3,435 0 -
ZTS Zoetis Inc. Director   –       •      –    2024-02-08 4 OE $0.00 $0 D/D 1,493 1,493 0 -
CB Chubb Ltd (ACE Ltd)   –       •      –    2024-05-16 4 A $0.00 $0 D/D 1,378 18,874 0 -
CB Chubb Ltd (ACE Ltd)   –       •      –    2024-05-16 4 D $264.88 $119,991 D/D (453) 18,421 0 -

  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