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Insider Information:   Davis Lisa Ann
Relationship:   Director
City:   Bloomfield Hills
State:   MI
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   181,179    

Indirect Shares

  0      
Direct Value   $2,287,405    

Indirect Value

  $0      
Total Shares   181,179      
Total Value   $2,287,405      


Penske Automotive
 $249,631 Kosmos Energy Ltd.
 $0 Phillips 66
 $1,420,680 C3.ai, Inc.
 $617,095 Penske Automotive
 $249,631 Kosmos Energy Ltd.
 $0 Phillips 66
 $1,420,680 C3.ai, Inc.
 $617,095
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 7.1%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Penske Automotive PAG Director 2023-12-13 1,604 2023-05-02 0    Premium*  
            Kosmos Energy Ltd. KOS Director 2021-06-09 143,162 2019-11-06 0    Premium*  
            Phillips 66 PSX Director 2024-01-16 9,383 2020-10-08 0    Premium*  
            C3.ai, Inc. AI Director 2023-12-27 27,030 2022-10-05 0    Premium*  
* Premium Members only  

Records found :    14         Free Registration Required For Full Results.    Limit: 25

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

 
3m +/-  
Form
PSX Phillips 66 Director   –       •      –    2024-01-16 4 A $131.31 $200,116 D/D 1,524 9,383 0 -
AI C3.ai, Inc. Director   –       •      –    2023-12-27 4 D $29.98 $27,427 D/D (915) 27,030 0 -
AI C3.ai, Inc. Director   –       •      –    2023-12-27 4 OE $13.49 $26,980 D/D 2,000 27,945 0 -
PAG Penske Automotive Director   –       •      –    2023-12-13 4 A $0.00 $0 D/D 1,604 1,604 0 -
PAG Penske Automotive Director   –       •      –    2023-05-02 4 S $140.92 $285,922 I/I (2,029) 0 0 %
PSX Phillips 66 Director   –       •      –    2023-01-17 4 A $103.69 $200,008 D/D 1,929 7,859 0 -
PAG Penske Automotive Director   –       •      –    2022-12-14 4 A $0.00 $0 D/D 2,029 2,029 0 -
AI C3.ai, Inc. Director   –       •      –    2022-10-05 4 A $0.00 $0 D/D 25,945 25,945 0 -
PSX Phillips 66 Director   –       •      –    2022-01-14 4 A $87.57 $200,010 D/D 2,284 5,930 0 -
KOS Kosmos Energy Ltd. Director   –       •      –    2021-06-09 4 A $0.00 $0 D/D 51,830 143,162 0 -
PSX Phillips 66 Director   –       •      –    2021-01-15 4 A $72.19 $200,045 D/D 2,771 3,646 0 -
PSX Phillips 66 Director   –       •      –    2020-10-08 4 A $52.86 $46,253 D/D 875 875 0 -
KOS Kosmos Energy Ltd. Director   –       •      –    2020-06-10 4 A $0.00 $0 D/D 70,834 91,332 0 -
KOS Kosmos Energy Ltd. Director   –       •      –    2019-11-06 4 A $0.00 $0 D/D 20,498 20,498 0 -

  14  Records found
  1     
  Page 1 of 1  
 
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