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Insider Information:   Scott Richard Waldo
Relationship:   SVP & Chief Investment...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   203,329    

Indirect Shares

   6,376      
Direct Value   $10,465,289    

Indirect Value

   $453,609      
Total Shares   209,705      
Total Value   $10,918,898      


American International Group Inc $3,647,805 Carriage Services Inc $2,798,510 Loews Corp $4,018,973 American International Group Inc $3,647,805 Carriage Services Inc $2,798,510 Loews Corp $4,018,973
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    7    

     Stock price went up :
    0   
    5    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   2.5   
     Percentage Gain/Loss :
     0.0%
 37.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            American International Group Inc AIG Senior Vice President 2006-02-15 45,919 2006-02-15 5,376    Premium*  
            Carriage Services Inc CSV Director 2015-12-22 105,445 2015-12-22 1,000    Premium*  
            Loews Corp L SVP & Chief Investment... 2024-02-15 51,965 2012-12-12 0    Premium*  
* Premium Members only  

Records found :    86         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
AIG American International Gr... Senior Vice President   •       –      –    2004-01-26 4 GA $0.00 $0 I/I 587 587 -
AIG American International Gr... Senior Vice President   •       –      –    2005-01-26 4 OE $19.26 $24,114 D/D 1,252 33,494 -
AIG American International Gr... Senior Vice President   •       –      –    2005-10-10 4 A $61.85 $689,071 D/D 11,141 44,635 -
AIG American International Gr... officerTitle   •       –      –    2005-11-18 4 GD $0.00 $0 D/D 1,500 43,135 -
AIG American International Gr... officerTitle   •       –      –    2006-01-25 4 OE $27.12 $75,511 D/D 2,784 45,919 -
AIG American International Gr... Senior Vice President   •       –      –    2006-02-15 4 D $69.29 $261,916 D/D (3,780) 45,919 -
AIG American International Gr... Senior Vice President   •       –      –    2006-02-15 4 A $68.29 $258,136 D/D 3,780 49,699 -
CSV Carriage Services Inc Director   –       •      –    2009-05-19 4 A $3.30 $9,900 D/D 3,000 68,420 0 -
CSV Carriage Services Inc Director   –       •      –    2009-10-05 4 B $3.86 $5,481 D/D 1,420 69,840 2.39 -
CSV Carriage Services Inc Director   –       •      –    2010-01-06 4 B $3.95 $5,254 D/D 1,330 71,170 2.39 -
CSV Carriage Services Inc Director   –       •      –    2010-03-22 4 A $4.46 $39,997 D/D 8,968 80,138 0 -
CSV Carriage Services Inc Director   –       •      –    2011-05-17 4 A $5.88 $39,996 D/D 6,802 86,940 0 -
CSV Carriage Services Inc Director   –       •      –    2012-05-23 4 A $7.24 $74,999 D/D 10,359 97,299 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2012-12-12 4 D $41.35 $341,758 D/D (8,265) 6,735 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2012-12-12 4 OE $21.74 $341,850 D/D 15,000 15,000 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2012-12-12 4 S $41.57 $279,974 D/D (6,735) 0 0 -
CSV Carriage Services Inc Director   –       •      –    2013-05-22 4 A $16.73 $74,984 D/D 4,482 101,781 0 -
CSV Carriage Services Inc Director   –       •      –    2013-12-20 4 GD $17.94 $21,528 D/D 1,200 100,581 0 -
CSV Carriage Services Inc Director   –       •      –    2014-05-21 4 A $17.00 $74,987 D/D 4,411 104,992 0 -
CSV Carriage Services Inc Director   –       •      –    2014-12-17 4 GD $20.08 $32,128 D/D 1,600 103,392 0 -
CSV Carriage Services Inc Director   –       •      –    2014-12-18 4 GD $20.49 $6,147 D/D 300 103,092 0 -
CSV Carriage Services Inc Director   –       •      –    2015-05-19 4 A $25.39 $74,977 D/D 2,953 106,045 0 -
CSV Carriage Services Inc Director   –       •      –    2015-12-22 4 GD $24.32 $14,592 D/D 600 105,445 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2016-11-01 4 OE $21.74 $732,450 D/D 25,000 25,000 0 -
L Loews Corp SVP & Chief Investment Officer   •       –      –    2016-11-01 4 D $43.01 $732,331 D/D (17,027) 7,973 0 -
  86  Records found
  1  2   3   4      
  Page 1 of 4  
 
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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