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Insider Information:   Flynn Timothy Patrick
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   270,496    

Indirect Shares

  42,000      
Direct Value   $28,125,056    

Indirect Value

  $4,833,000      
Total Shares   312,496      
Total Value   $32,958,056      


JP Morgan Chase & Co
 $11,969,793 Wal-Mart Stores Inc
 $8,723,174 Alcoa Upstream Corp
 $2,342,149 Unitedhealth Group Inc
 $5,089,940 JP Morgan Chase & Co
 $11,969,793 Wal-Mart Stores Inc
 $8,723,174 Alcoa Upstream Corp
 $2,342,149 Unitedhealth Group Inc
 $5,089,940
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   38.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM Director 2024-03-29 60,359 2024-03-29 10,000    Premium*  
            Wal-Mart Stores Inc WMT Director 2024-03-31 144,807 2024-03-31 30,000    Premium*  
            Alcoa Upstream Corp AA Director 2021-01-06 55,567 2016-12-01 0    Premium*  
            Unitedhealth Group Inc UNH Director 2024-04-01 9,763 2024-04-01 2,000    Premium*  
* Premium Members only  

Records found :    201         Free Registration Required For Full Results.    Limit: 25

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  Page 8 of 9
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UNH Unitedhealth Group Inc Director   –       •      –    2023-06-27 4 A $0.00 $0 D/D 29 8,928 0 -
WMT Wal-Mart Stores Inc Director   •       •      –    2023-06-30 4 A $0.00 $0 D/D 207 47,454 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2023-06-30 4 A $145.44 $38,750 D/D 266 56,876 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2023-07-03 4 A $0.00 $0 D/D 197 9,125 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2023-09-19 4 A $0.00 $0 D/D 30 9,155 0 -
WMT Wal-Mart Stores Inc Director   •       •      –    2023-09-30 4 A $0.00 $0 D/D 203 47,826 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2023-09-30 4 A $145.02 $38,750 D/D 267 57,541 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2023-10-02 4 A $0.00 $0 D/D 183 9,338 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2023-12-12 4 A $0.00 $0 D/D 28 9,366 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2023-12-31 4 A $170.10 $38,750 D/D 228 58,185 0 -
WMT Wal-Mart Stores Inc Director   •       •      –    2023-12-31 4 A $0.00 $0 D/D 206 48,032 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2024-01-02 4 A $0.00 $0 D/D 174 9,540 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2024-01-16 4 A $166.20 $265,000 D/D 1,595 60,134 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2024-03-19 4 A $0.00 $0 D/D 31 9,571 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2024-03-29 4 A $200.30 $45,000 D/D 225 60,359 0 -
WMT Wal-Mart Stores Inc Director   •       •      –    2024-03-31 4 A $0.00 $0 D/D 540 144,807 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2024-04-01 4 A $0.00 $0 D/D 192 9,763 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2013-01-29 4 B $46.93 $316,778 D/D 6,750 14,898 2.39 -
WMT Wal-Mart Stores Inc Director   •       •      –    2015-12-02 4 B $58.46 $584,587 D/D 10,000 25,374 2.39 -
UNH Unitedhealth Group Inc Director   –       •      –    2019-08-28 4 B $227.55 $455,094 D/D 2,000 5,524 2.39 -
UNH Unitedhealth Group Inc Director   –       •      –    2021-02-05 4 B $332.68 $499,026 D/D 1,500 6,972 2.39 %
WMT Wal-Mart Stores Inc Director   •       •      –    2020-10-12 4 GA $0.00 $0 I/I 10,000 10,000 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2020-10-14 4 GA $0.00 $0 I/I 10,000 10,000 0 -
WMT Wal-Mart Stores Inc Director   •       •      –    2020-10-12 4 GD $0.00 $0 D/D 10,000 38,984 0 -
JPM JP Morgan Chase & Co Director   •       •      –    2020-10-14 4 GD $0.00 $0 D/D 10,000 44,894 0 -

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