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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   $98,061,305    

Indirect Value

  $9,377,007      
Total Shares   1,663,328      
Total Value   $107,438,313      


JP Morgan Chase & Co
 $60,164,896 The Carlyle Group Inc
 $29,686,631 YUM! Brands Inc
 $1,209,060 Comcast Corp
 $7,000,718 JP Morgan Chase & Co
 $60,164,896 The Carlyle Group Inc
 $29,686,631 YUM! Brands Inc
 $1,209,060 Comcast Corp
 $7,000,718
 


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%
 -16.4%
     
   
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 :    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
JPM JP Morgan Chase & Co Chief Financial OfficerOfficer   •       –      –    2004-09-21 3 IO $0.00 $0 D/D 0 67,884 -
JPM JP Morgan Chase & Co Chief Financial Officer   –       –      –    2009-05-08 144 NP $0.00 $746,412 / 20,000 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   –       –      –    2009-05-08 144 NP $0.00 $746,412 / 20,000 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   –       –      –    2010-04-15 144 NP $0.00 $1,539,504 / 32,073 0 -
CMCSA Comcast Corp CFOOfficer   •       –      –    2015-07-01 3 IO $0.00 $0 D/D 0 1,350 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       –      –    2005-01-20 4 A $0.00 $0 D/D 32,693 114,711 -
JPM JP Morgan Chase & Co officerTitle   •       –      –    2006-01-19 4 A $0.00 $0 D/D 44,718 159,429 -
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 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   •       –      –    2011-01-13 4 OE $0.00 $0 D/D 51,322 265,957 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 Executive Vice President   •       •      –    2012-11-14 4 GD $0.00 $0 D/D 497 234,268 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 Executive Vice President   •       •      –    2013-05-09 4 GD $0.00 $0 D/D 2,000 282,775 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       •      –    2014-01-13 4 OE $0.00 $0 D/D 118,668 361,439 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   •       –      –    2014-08-01 4 A $0.00 $0 D/D 994,392 994,392 0 -
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   •       –      –    2015-05-01 4 A $0.00 $0 D/D 17,131 935,012 0 -
CMCSA Comcast Corp CFO   •       •      –    2016-06-15 4 OE $0.00 $0 D/D 10,596 11,946 0 -
CMCSA Comcast Corp CFO   •       •      –    2017-04-18 4 OE $0.00 $0 D/D 81,500 97,678 0 -
CMCSA Comcast Corp CFO   •       •      –    2017-05-15 4 OE $0.00 $0 D/D 21,192 79,938 0 -
CMCSA Comcast Corp CFO   •       •      –    2018-03-16 4 OE $0.00 $0 D/D 81,500 150,633 0 -
CMCSA Comcast Corp CFO   •       •      –    2018-04-17 4 OE $0.00 $0 D/D 18,342 129,558 0 -

  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