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Insider Information:   Cavanagh Michael J
Relationship:   President
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   1,424,788    

Indirect Shares

  238,540      
Direct Value   $98,511,387    

Indirect Value

  $9,193,332      
Total Shares   1,663,328      
Total Value   $107,704,718      


JP Morgan Chase & Co
 $60,752,107 The Carlyle Group Inc
 $29,686,631 YUM! Brands Inc
 $1,209,060 Comcast Corp
 $6,863,589 JP Morgan Chase & Co
 $60,752,107 The Carlyle Group Inc
 $29,686,631 YUM! Brands Inc
 $1,209,060 Comcast Corp
 $6,863,589
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -16.1%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM Executive Vice President 2014-01-13 302,686 0    Premium*  
            The Carlyle Group Inc CG See Remarks 2015-05-01 935,012 2014-08-01 0    Premium*  
            YUM! Brands Inc YUM Director 2020-05-29 9,000 2014-12-16 0    Premium*  
            Comcast Corp CMCSA President 2024-03-15 178,090 2024-03-15 238,540    Premium*  
* Premium Members only  

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

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CG The Carlyle Group Inc See Remarks   •       –      –    2015-02-01 4 A $0.00 $0 D/D 76,046 1,070,438 0 -
CG The Carlyle Group Inc See Remarks   •       –      –    2014-08-01 4 A $0.00 $0 D/D 994,392 994,392 0 -
CG The Carlyle Group Inc See Remarks   •       –      –    2015-05-01 4 A $0.00 $0 D/D 17,131 935,012 0 -
CG The Carlyle Group Inc See Remarks   •       –      –    2014-08-01 4/A A $0.00 $0 D/D 933,416 933,416 0 -
CG The Carlyle Group Inc See Remarks   •       –      –    2015-02-03 4 S $26.55 $4,083,675 D/D (152,557) 917,881 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2008-01-30 4 OE $23.11 $3,008,295 D/D 101,354 395,548 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-05-08 4 OE $29.96 $2,966,040 D/D 99,000 389,461 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-05-08 4 S $37.32 $746,412 D/D (20,000) 369,461 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2014-01-13 4 OE $0.00 $0 D/D 118,668 361,439 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2013-08-08 4 OE $19.49 $1,559,200 D/D 80,000 342,775 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2013-01-13 4 OE $0.00 $0 D/D 97,874 332,142 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2008-01-30 4 D $47.84 $3,814,219 D/D (79,737) 315,811 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2012-01-13 4 OE $0.00 $0 D/D 91,614 314,252 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2008-01-22 4 A $39.83 $3,750,034 D/D 94,151 311,148 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2014-01-13 4 D $58.10 $3,413,549 D/D (58,753) 302,686 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2008-01-25 4 D $44.53 $754,877 D/D (16,954) 294,194 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-01-25 4 D $23.20 $543,018 D/D (23,411) 292,400 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-02-12 4 GD $0.00 $0 D/D 1,939 290,461 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-02-12 4/A GD $0.00 $0 D/D 2,143 290,257 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2013-08-08 4 D $54.93 $3,021,232 D/D (55,004) 287,771 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2013-01-13 4 D $45.81 $2,169,882 D/D (47,367) 284,775 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2013-05-09 4 GD $0.00 $0 D/D 2,000 282,775 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-05-08 4 D $37.57 $3,296,166 D/D (87,734) 281,727 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2009-05-08 4 GD $0.00 $0 D/D 667 281,060 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2012-01-13 4 D $35.53 $1,402,776 D/D (39,487) 274,765 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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