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Insider Information:   Lane Amy B
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   212,703    

Indirect Shares

   6,200      
Direct Value   $7,928,130    

Indirect Value

   $606,298      
Total Shares   218,903      
Total Value   $8,534,428      


Federal Realty Investment Trust $881,413 Borders Group Inc $0 MFS Intermediate Income Trust $789 MFS Charter Income Trust $1,872 TJX Companies Inc $2,441,816 GNC Acquisition Holdings Inc $3,799 NextEra Energy $3,608,529 Urban Edge Properties $148,350 Fedex Corp $841,562 Federal Realty Investment Trust $881,413 Borders Group Inc $0 MFS Intermediate Income Trust $789 MFS Charter Income Trust $1,872 TJX Companies Inc $2,441,816 GNC Acquisition Holdings Inc $3,799 NextEra Energy $3,608,529 Urban Edge Properties $148,350 Fedex Corp $841,562
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    6   
    3    

     Stock price went up :
    4   
    3    
     Stock price went down :
    2   
    0    
   
     Gain/Loss Ratio :
   2.0   
   3.0   
     Percentage Gain/Loss :
   4.9%
 16.6%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Federal Realty Investment Trust FRT Director 2006-02-16 8,726 2003-07-01 0    Premium*  
            Borders Group Inc BGPIQ Director 2009-04-01 55,583 2004-08-01 0    Premium*  
            MFS Intermediate Income Trust MIN Director 2004-06-08 300 2004-06-08 0    Premium*  
            MFS Charter Income Trust MCR Director 2004-06-08 300 2004-06-08 0    Premium*  
            TJX Companies Inc TJX 2024-03-06 24,970 2024-03-06 6,200    Premium*  
            GNC Acquisition Holdings Inc GNC 2020-05-19 63,363 2013-02-20 0    Premium*  
            NextEra Energy NEE Director 2024-02-15 47,562 2015-02-13 0    Premium*  
            Urban Edge Properties UE Director 2017-05-10 8,595 2016-02-19 0    Premium*  
            Fedex Corp FDX Director 2023-12-26 3,304 0    Premium*  
* Premium Members only  

Records found :    122         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MIN MFS Intermediate Income T... Director   –       •      –    2004-06-08 4 B $6.41 $1,923 D/D 300 300 2.31 -
MCR MFS Charter Income Trust Director   –       •      –    2004-06-08 4 B $8.50 $2,550 D/D 300 300 2.31 -
TJX TJX Companies Inc Director   –       •      –    2012-07-09 4 OE $12.77 $6,383 D/D 500 13,001 0 -
TJX TJX Companies Inc Director   –       •      –    2012-08-20 4 OE $12.77 $6,383 D/D 500 13,001 0 -
TJX TJX Companies Inc Director   –       •      –    2015-06-05 4 OE $12.77 $6,383 D/D 500 15,295 0 -
TJX TJX Companies Inc Director   –       •      –    2013-05-28 4 S $50.99 $7,649 D/D (150) 11,851 0 -
TJX TJX Companies Inc Director   –       •      –    2011-05-23 4 S $52.70 $7,905 D/D (150) 4,579 0 -
TJX TJX Companies Inc Director   –       •      –    2011-05-24 4 S $53.82 $8,073 D/D (150) 4,429 0 -
TJX TJX Companies Inc Director   –       •      –    2011-07-12 4 S $55.59 $8,339 D/D (150) 5,378 0 -
BGPIQ Borders Group Inc Director   –       •      –    2006-03-24 4 A $24.61 $9,992 D/D 406 20,135 -
TJX TJX Companies Inc Director   –       •      –    2013-04-12 4 OE $12.77 $11,489 D/D 900 13,401 0 -
BGPIQ Borders Group Inc Director   –       •      –    2009-04-01 4 A $0.63 $12,600 D/D 20,000 55,583 0 -
TJX TJX Companies Inc Director   –       •      –    2012-05-16 4 S $42.36 $12,708 D/D (300) 9,956 0 -
TJX TJX Companies Inc Director   –       •      –    2012-02-23 4 OE $12.77 $12,765 D/D 1,000 11,756 0 -
TJX TJX Companies Inc Director   –       •      –    2015-07-13 4 OE $12.77 $12,765 D/D 1,000 17,058 0 -
TJX TJX Companies Inc Director   –       •      –    2013-08-21 4 OE $12.77 $12,918 D/D 1,012 14,388 0 -
FRT Federal Realty Investment... Director   –       •      –    2003-07-01 4 A $32.00 $16,992 D/D 531 8,031 -
TJX TJX Companies Inc Director   –       •      –    2011-02-24 4 S $49.49 $17,668 D/D (357) 4,729 0 -
FDX Fedex Corp Director   •       •      –    2022-07-18 4 A $219.43 $18,871 D/D 86 772 0 -
TJX TJX Companies Inc Director   –       •      –    2013-11-20 4 OE $12.77 $19,148 D/D 1,500 14,876 0 -
FRT Federal Realty Investment... Director   –       •      –    2005-02-15 4 A $51.35 $19,770 D/D 385 8,416 -
TJX TJX Companies Inc Director   –       •      –    2010-02-25 4 S $41.39 $20,695 D/D (500) 4,262 0 -
TJX TJX Companies Inc Director   –       •      –    2012-07-09 4 S $44.84 $22,418 D/D (500) 12,501 0 -
GNC GNC Acquisition Holdings ... Director   –       •      –    2017-06-08 4 B $7.61 $22,830 D/D 3,000 31,882 2.39 -
TJX TJX Companies Inc Director   –       •      –    2012-08-20 4 S $45.86 $22,930 D/D (500) 12,501 0 -
  122  Records found
  1   2   3  4   5      
  Page 3 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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