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Insider Information:   Szymanczyk Michael E
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,429,326    

Indirect Shares

   100,592      
Direct Value   $65,225,946    

Indirect Value

   $5,143,225      
Total Shares   1,529,918      
Total Value   $70,369,171      


Altria Group Inc $63,570,735 Dominion Energy Inc $1,193,022 Duke Realty Corp $462,190 Altria Group Inc $63,570,735 Dominion Energy Inc $1,193,022 Duke Realty Corp $462,190
 


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  
            Altria Group Inc MO Chairman and CEO, Dire... 2011-02-11 1,397,159 2003-07-22 0    Premium*  
            Dominion Energy Inc D Director 2023-05-10 22,578 2023-05-10 63,511    Premium*  
            Duke Realty Corp DRE Director 2022-02-10 9,589 2022-02-10 37,081    Premium*  
* Premium Members only  

Records found :    114         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MO Altria Group Inc Chairman and CEO   •       •      –    2008-03-28 4 A $0.00 $0 D/D 65,868 510,932 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-04-23 4 A $0.00 $0 D/D 200,000 710,932 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-05-01 4 OE $12.45 $1,004,685 D/D 80,671 791,603 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-05-01 4 D $20.08 $1,264,317 D/D (62,964) 728,639 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2008-06-23 4 D $20.93 $544,159 D/D (25,999) 702,640 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-01-27 4 A $0.00 $0 D/D 250,000 952,640 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-02-11 4 D $16.58 $207,403 D/D (12,513) 940,127 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-05-13 4 OE $11.18 $3,493,225 D/D 235,332 1,026,713 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-05-13 4 D $17.27 $3,733,729 D/D (216,260) 959,199 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-11-09 4 D $18.81 $1,116,528 D/D (59,374) 973,494 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2009-11-09 4 OE $10.85 $873,409 D/D 73,669 1,008,781 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2010-01-26 4 A $0.00 $0 D/D 250,000 1,223,494 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2010-02-12 4 D $19.57 $267,678 D/D (13,678) 1,209,816 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2010-10-22 4 GD $0.00 $0 D/D 20,100 1,227,341 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2011-01-25 4 A $0.00 $0 D/D 210,000 1,437,341 0 -
MO Altria Group Inc Chairman and CEO   •       •      –    2011-02-11 4 D $24.25 $974,213 D/D (40,182) 1,397,159 0 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-01-28 4 A $0.00 $0 D/D 37,900 263,938 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-02-10 4 OE $39.72 $3,807,881 D/D 95,871 359,809 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-02-10 4 D $54.72 $4,271,005 D/D (78,052) 281,757 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-02-11 4 S $54.92 $1,242,377 D/D (22,619) 259,138 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-08-30 4 D $49.12 $3,428,767 D/D (69,811) 269,129 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-08-30 4 OE $39.72 $3,182,033 D/D 79,802 307,759 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2004-08-31 4 S $48.90 $73,790 D/D (1,509) 267,620 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-01-26 4 A $61.99 $2,200,468 D/D 35,500 303,120 -
MO Altria Group Inc Chairman and CEO, PM USA   •       –      –    2005-02-08 4 OE $38.03 $7,942,298 D/D 205,572 508,692 -
  114  Records found
  1  2   3   4   5      
  Page 1 of 5  
 
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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