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Insider Information:   Izzo Ralph
Relationship:   Director
City:   Newark
State:   NJ
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   449,258    

Indirect Shares

  732      
Direct Value   $33,244,729    

Indirect Value

  $54,563      
Total Shares   449,990      
Total Value   $33,299,293      


Public Service Enterprise Group Inc
 $32,180,707 Bank of New York Mellon Corp
 $713,167 CMS Energy Corp
 $350,856 Public Service Enterprise Group Inc
 $32,180,707 Bank of New York Mellon Corp
 $713,167 CMS Energy Corp
 $350,856
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    10    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    9    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -72.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Public Service Enterprise Group ... PEG Executive Chair of the... 2022-09-01 431,724 2016-05-11 732    Premium*  
            Bank of New York Mellon Corp BK Director 2024-04-01 11,986 2020-10-01 0    Premium*  
            CMS Energy Corp CMS Director 2024-05-03 5,548 2023-05-15 0    Premium*  
* Premium Members only  

Records found :    236         Free Registration Required For Full Results.    Limit: 25

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

 
3m +/-  
Form
BK Bank of New York Mellon C... Director   –       •      –    2022-10-03 4 A $39.66 $36,250 D/D 914 6,905 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-02-01 4 A $50.80 $36,250 D/D 714 7,677 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-04-03 4 A $45.15 $38,750 D/D 858 8,587 0 -
CMS CMS Energy Corp Director   –       •      –    2023-05-15 4 A $0.00 $0 D/D 2,635 2,635 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-07-03 4 A $45.07 $37,500 D/D 832 9,497 0 -
BK Bank of New York Mellon C... Director   –       •      –    2023-10-02 4 A $42.07 $37,500 D/D 891 10,476 0 -
BK Bank of New York Mellon C... Director   –       •      –    2024-02-01 4 A $55.50 $37,517 D/D 676 11,248 0 -
BK Bank of New York Mellon C... Director   –       •      –    2024-04-01 4 A $56.96 $37,500 D/D 658 11,986 0 -
CMS CMS Energy Corp Director   –       •      –    2024-05-03 4 A $0.00 $0 D/D 2,843 5,548 0 -
PEG Public Service Enterprise... President and COO - PSE&GOffic   •       –      –    2003-10-17 3 IO $0.00 $0 D/D 0 1,186 -
PEG Public Service Enterprise... President and COO - PSE&GOffic   •       –      –    2003-10-17 3 IO $0.00 $0 I/I 0 306 -

  236  Records found
  1   2   3   4   5   6   7   8   9   10     
  Page 10 of 10  
 
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