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Insider Information:   Ayotte Kelly
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   28,774    

Indirect Shares

  0      
Direct Value   $4,402,449    

Indirect Value

  $0      
Total Shares   28,774      
Total Value   $4,402,449      


Caterpillar Inc
 $2,132,826 Bloom Energy Corp
 $72,409 Blackstone Group LP
 $2,197,214 Caterpillar Inc
 $2,132,826 Bloom Energy Corp
 $72,409 Blackstone Group LP
 $2,197,214
 


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  
            Caterpillar Inc CAT Director 2023-06-14 6,113 2017-08-14 0    Premium*  
            Bloom Energy Corp BE Director 2019-02-08 4,445 2019-02-08 0    Premium*  
            Blackstone Group LP BX Director 2024-05-13 18,216 2020-05-13 0    Premium*  
            New Newscorp Inc NWS Director 2024-04-10 0 2022-04-01 0    Premium*  
* Premium Members only  

Records found :    38         Free Registration Required For Full Results.    Limit: 25

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

 
3m +/-  
Form
NWS New Newscorp Inc Director   –       •      –    2023-04-12 4 OE $0.00 $0 D/D 14 14 0 -
NWS New Newscorp Inc Director   –       •      –    2023-07-03 4 D $19.55 $56,675 D/D (2,899) 0 0 -
NWS New Newscorp Inc Director   –       •      –    2023-07-03 4 OE $0.00 $0 D/D 2,899 2,899 0 -
NWS New Newscorp Inc Director   –       •      –    2023-10-02 4 D $20.00 $66,580 D/D (3,329) 0 0 -
NWS New Newscorp Inc Director   –       •      –    2023-10-02 4 OE $0.00 $0 D/D 3,329 3,329 0 -
NWS New Newscorp Inc Director   –       •      –    2023-10-11 4 D $20.64 $330 D/D (16) 0 0 -
NWS New Newscorp Inc Director   –       •      –    2023-10-11 4 OE $0.00 $0 D/D 16 16 0 -
NWS New Newscorp Inc Director   –       •      –    2024-01-02 4 D $24.42 $93,993 D/D (3,849) 0 0 -
NWS New Newscorp Inc Director   –       •      –    2024-01-02 4 OE $0.00 $0 D/D 3,849 3,849 0 -
NWS New Newscorp Inc Director   –       •      –    2024-04-01 4 D $25.81 $89,690 D/D (3,475) 0 0 -
NWS New Newscorp Inc Director   –       •      –    2024-04-01 4 OE $0.00 $0 D/D 3,475 3,475 0 -
NWS New Newscorp Inc Director   –       •      –    2024-04-10 4 D $25.51 $332 D/D (13) 0 0 -
NWS New Newscorp Inc Director   –       •      –    2024-04-10 4 OE $0.00 $0 D/D 13 13 0 -

  38  Records found
  1   2     
  Page 2 of 2  
 
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