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Insider Information:   Kelly Edward J III
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   10    
Direct Shares   3,546,857    

Indirect Shares

   227,004      
Direct Value   $230,682,936    

Indirect Value

   $7,709,056      
Total Shares   3,773,861      
Total Value   $238,391,991      


CSX Corp $7,845 Axis Capital Holdings Ltd $692,986 Hartford Financial Services Group Inc $2,255,912 Hartford Financial Services Group Inc $567,839 PNC Financial Services Group Inc $18,345,751 Hershey Foods Corp $185,478 Citigroup Inc $205,161,162 MetLife Inc $2,395,191 Citizens Financial Group, Inc. $1,068,096 Dollar Tree Stores Inc $2,677 CSX Corp $7,845 Axis Capital Holdings Ltd $692,986 Hartford Financial Services Group Inc $2,255,912 Hartford Financial Services Group Inc $567,839 PNC Financial Services Group Inc $18,345,751 Hershey Foods Corp $185,478 Citigroup Inc $205,161,162 MetLife Inc $2,395,191 Citizens Financial Group, Inc. $1,068,096 Dollar Tree Stores Inc $2,677
 


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  
            CSX Corp CSX Director 2005-12-14 231 2018-02-07 227,004    Premium*  
            Axis Capital Holdings Ltd AXS Director 2005-01-03 10,071 2004-07-31 0    Premium*  
            Hartford Financial Services Grou... HIG Director 2009-07-31 22,709 2004-02-18 0    Premium*  
            Hartford Financial Services Grou... HGH Director 2009-07-31 22,709 2004-02-18 0    Premium*  
            PNC Financial Services Group Inc PNC Vice Chairman 2007-06-29 117,488 0    Premium*  
            Hershey Foods Corp HSY Director 2008-01-01 936 2008-01-01 0    Premium*  
            Citigroup Inc C Vice Chairman 2011-02-04 3,309,051 0    Premium*  
            MetLife Inc MET Director 2024-04-01 33,612 2015-02-24 0    Premium*  
            Citizens Financial Group, Inc. CFG Director 2024-04-25 30,028 2019-02-01 0    Premium*  
            Dollar Tree Stores Inc DLTR Director 2022-03-16 22 0    Premium*  
* Premium Members only  

Records found :    157         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
AXS Axis Capital Holdings Ltd Director   –       •      –    2003-06-30 4 A $0.00 $0 D/D 831 3,783 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2003-09-30 4 A $0.00 $0 D/D 591 4,374 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2003-12-31 4 A $0.00 $0 D/D 452 4,826 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2004-01-02 4 A $0.00 $0 D/D 675 5,501 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2004-03-31 4 A $29.55 $14,775 D/D 500 6,001 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2004-07-31 4 A $28.00 $11,732 D/D 419 6,420 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2004-11-23 4 A $26.00 $8,944 D/D 344 6,764 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2004-12-31 4 A $0.00 $0 D/D 429 7,193 -
AXS Axis Capital Holdings Ltd Director   –       •      –    2005-01-03 4 A $0.00 $0 D/D 2,878 10,071 -
C Citigroup Inc CEO, Citi Altern. InvestmentsO   •       –      –    2008-04-22 3 IO $0.00 $0 D/D 0 36,166 -
C Citigroup Inc Head, Global Banking   •       –      –    2008-11-14 4 B $10.02 $1,002,000 D/D 100,000 136,166 2.74 -
C Citigroup Inc Head, Global Banking   •       –      –    2009-01-14 4 A $0.00 $0 D/D 627,676 763,842 0 -
C Citigroup Inc Head, Global Banking   •       –      –    2009-02-04 4 D $3.64 $14,418 D/D (3,961) 759,881 0 -
C Citigroup Inc Vice Chairman   •       –      –    2009-11-30 4 D $4.11 $2,605,062 D/D (633,835) 1,357,797 0 -
C Citigroup Inc Vice Chairman   •       –      –    2009-11-30 4 A $0.00 $0 D/D 1,231,752 1,991,632 0 -
C Citigroup Inc Vice Chairman   •       –      –    2009-12-30 4 A $0.00 $0 D/D 803,213 2,161,010 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-02-04 4 D $3.26 $13,685 D/D (4,198) 2,156,812 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-09-30 4 D $3.90 $2,292,752 D/D (587,885) 2,622,773 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-09-30 4 A $0.00 $0 D/D 1,153,846 3,210,658 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-10-29 4 D $4.17 $253,653 D/D (60,828) 2,681,849 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-10-29 4 A $0.00 $0 D/D 119,904 2,742,677 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-11-30 4 D $4.20 $253,651 D/D (60,393) 2,740,503 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-11-30 4 A $0.00 $0 D/D 119,047 2,800,896 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-12-30 4 A $0.00 $0 D/D 105,042 2,845,545 0 -
C Citigroup Inc Vice Chairman   •       –      –    2010-12-30 4 D $4.76 $253,651 D/D (53,288) 2,792,257 0 -
  157  Records found
  1  2   3   4   5   6   7      
  Page 1 of 7  
 
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
 
 
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