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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 5:28 PM View:  | The Carlyle Group LP (CG) | 01-May-24 | Grant | 5,004 | -- | -- | 8% 59.35K to 64.35K | |
| 04-Mar-24 7:04 PM View: | Loews Corp. (L) | 01-Mar-24 | Disposition | 1,299 | $75.07 | $97,515.90 | (13%) 10.39K to 9.09K | |
| 04-Mar-24 7:04 PM View: | Loews Corp. (L) | 01-Mar-24 | Option Exercise | 2,250 | $43.37 | $97,582.50 | 28% 8.14K to 10.39K | |
| 04-Mar-24 7:04 PM View: | Loews Corp. (L) | 01-Mar-24 | Planned Option Sale | 951 | $75.01 | $71,334.50 | (10%) 9.09K to 8.14K | |
| 04-Dec-23 4:23 PM View: | Loews Corp. (L) | 01-Dec-23 | Disposition | 1,535 | $70.08 | $107,573.00 | (15%) 10.39K to 8.85K | |
| 04-Dec-23 4:23 PM View: | Loews Corp. (L) | 01-Dec-23 | Option Exercise | 2,250 | $47.84 | $107,640.00 | 28% 8.14K to 10.39K | |
| 04-Dec-23 4:23 PM View: | Loews Corp. (L) | 01-Dec-23 | Planned Option Sale | 715 | $70.16 | $50,164.40 | (8%) 8.85K to 8.14K | |
| 10-May-23 3:54 PM View: | Loews Corp. (L) | 10-May-23 | Option Exercise | 1,567 | -- | -- | 24% 6.57K to 8.14K | |
| 04-May-23 10:00 PM View: | Gilead Sciences Inc. (GILD) | 03-May-23 | Grant | 1,887 | -- | -- | 31% 6.04K to 7.92K | |
| 03-May-23 5:04 PM View: | The Carlyle Group LP (CG) | 01-May-23 | Grant | 6,238 | -- | -- | 12% 53.11K to 59.35K | |
| 22-Dec-22 10:23 AM View: | Loews Corp. (L) | 21-Dec-22 | Gift | 877 | -- | -- | (12%) 7.45K to 6.57K | |
| 11-May-22 3:54 PM View: | Loews Corp. (L) | 11-May-22 | Option Exercise | 1,725 | -- | -- | 30% 5.72K to 7.45K | |
| 06-May-22 6:45 PM View: | Gilead Sciences Inc. (GILD) | 05-May-22 | Grant | 2,444 | -- | -- | 68% 3.59K to 6.04K | |
| 03-May-22 8:00 PM View: | Gilead Sciences Inc. (GILD) | 03-May-22 | Option Exercise | 2,223 | -- | -- | 162% 1.37K to 3.59K | |
| 02-May-22 6:12 PM View: | The Carlyle Group LP (CG) | 01-May-22 | Grant | 5,236 | -- | -- | 11% 47.87K to 53.11K | |
| 04-Jan-22 8:36 AM View: | Loews Corp. (L) | 01-Jan-22 | Option Exercise | 1,959 | -- | -- | 52% 3.77K to 5.72K | |
| 16-Dec-21 10:05 AM View: | Loews Corp. (L) | 14-Dec-21 | Gift | 1,755 | -- | -- | (32%) 5.52K to 3.77K | |
| 13-Dec-21 2:02 PM View: | Loews Corp. (L) | 13-Dec-21 | Gift | 5,285 | -- | -- | (49%) 10.8K to 5.52K | |
| 10-Dec-21 6:15 PM View: | The Carlyle Group LP (CG) | 08-Dec-21 | Gift | 10,951 | -- | -- | (19%) 58.82K to 47.87K | |
| 26-Oct-21 3:31 PM View: | Gilead Sciences Inc. (GILD) | 22-Oct-21 | Option Exercise | 1,368 | -- | -- | 100% 0 to 1.37K | |
| 03-Sep-21 10:00 PM View: | The Carlyle Group LP (CG) | 31-Aug-21 | Gift | 1,530 | -- | -- | (3%) 60.35K to 58.82K | |
| 12-May-21 11:12 AM View: | Loews Corp. (L) | 12-May-21 | Option Exercise | 3,292 | -- | -- | 44% 7.51K to 10.8K | |
| 03-May-21 9:28 PM View: | The Carlyle Group LP (CG) | 01-May-21 | Grant | 3,985 | -- | -- | 7% 56.37K to 60.35K | |
| 14-May-20 8:44 AM View: | Loews Corp. (L) | 14-May-20 | Option Exercise | 1,979 | -- | -- | 36% 5.53K to 7.51K | |
| 05-May-20 6:48 PM View: | The Carlyle Group LP (CG) | 01-May-20 | Grant | 5,411 | -- | -- | 11% 50.96K to 56.37K | |
| 03-May-19 5:03 PM View: | The Carlyle Group LP (CG) | 01-May-19 | Grant | 5,854 | -- | -- | 13% 45.1K to 50.96K | |
| 03-May-18 7:04 PM View: | The Carlyle Group LP (CG) | 01-May-18 | Grant | 5,826 | -- | -- | 15% 39.28K to 45.1K | |
| 03-Jan-18 6:32 PM View: | Bard C R Inc /nj/ (BCR) | 29-Dec-17 | Disposition | 4,520 | -- | -- | (100%) 4.52K to 0 | |
| 05-Dec-17 3:05 PM View: | Bard C R Inc /nj/ (BCR) | 04-Dec-17 | Grant | 298 | -- | -- | 7% 4.22K to 4.52K | |
| 01-Jun-17 12:40 PM View: | Bard C R Inc /nj/ (BCR) | 30-May-17 | Payment of Exercise | 662 | $309.24 | $204,720.00 | (14%) 4.88K to 4.22K | (7%) |
| 01-Jun-17 12:40 PM View: | Bard C R Inc /nj/ (BCR) | 30-May-17 | Option Exercise | 2,400 | $85.22 | $204,540.00 | 97% 2.48K to 4.88K | |
| 26-May-17 10:30 AM View: | Bard C R Inc /nj/ (BCR) | 24-May-17 | Payment of Exercise | 325 | $308.35 | $100,214.00 | (12%) 2.81K to 2.48K | (7%) |
| 26-May-17 10:30 AM View: | Bard C R Inc /nj/ (BCR) | 24-May-17 | Option Exercise | 1,200 | $83.47 | $100,168.00 | 75% 1.61K to 2.81K | |
| 11-May-17 1:15 PM View: | Loews Corp. (L) | 10-May-17 | Option Exercise | 2,534 | -- | -- | 84% 3.0K to 5.53K | |
| 03-May-17 5:04 PM View: | The Carlyle Group LP (CG) | 01-May-17 | Grant | 5,634 | -- | -- | 17% 33.64K to 39.28K | |
| 05-Jan-17 2:11 PM View: | Bard C R Inc /nj/ (BCR) | 21-Dec-16 | Gift | 767 | -- | -- | (32%) 2.38K to 1.61K | |
| 15-Dec-16 3:58 PM View: | Bard C R Inc /nj/ (BCR) | 14-Dec-16 | Grant | 468 | -- | -- | 25% 1.91K to 2.38K | |
| 03-May-16 5:58 PM View: | The Carlyle Group LP (CG) | 01-May-16 | Grant | 5,974 | -- | -- | 22% 27.67K to 33.64K | |
| 18-Feb-16 5:06 PM View: | Bard C R Inc /nj/ (BCR) | 16-Feb-16 | Option Exercise | 1,200 | $73.99 | $88,788.00 | 48% 2.49K to 3.69K | |
| 18-Feb-16 5:06 PM View: | Bard C R Inc /nj/ (BCR) | 16-Feb-16 | Market Option Sale | 1,200 | $187.47 | $224,969.00 | (33%) 3.69K to 2.49K | (75%) |
| 18-Feb-16 5:06 PM View: | Bard C R Inc /nj/ (BCR) | 16-Feb-16 | Market Sale | 584 | $187.47 | $109,485.00 | (23%) 2.49K to 1.91K | (75%) |
| 11-Dec-15 3:06 PM View: | Bard C R Inc /nj/ (BCR) | 09-Dec-15 | Grant | 536 | -- | -- | 27% 1.96K to 2.49K | |
| 04-Dec-15 1:30 PM View: | Loews Corp. (L) | 02-Dec-15 | Market Purchase | 3,000 | $38.31 | $114,930.00 | 100% 0 to 3.0K | (8%) |
| 03-Dec-15 5:34 PM View: | The Carlyle Group LP (CG) | 02-Dec-15 | Market Purchase | 25,000 | $17.77 | $444,285.00 | 937% 2.67K to 27.67K | 98% |
| 03-Nov-15 5:10 PM View: | The Carlyle Group LP (CG) | 01-Nov-15 | Grant | 2,669 | -- | -- | 100% 0 to 2.67K | |
| 07-May-15 2:02 PM View: | West Pharmaceutical Service... (WST) | 05-May-15 | Grant | 2,448 | -- | -- | 6% 41.09K to 43.54K | |
| 11-Feb-15 3:28 PM View: | Bard C R Inc /nj/ (BCR) | 09-Feb-15 | Market Sale | 1,563 | $169.02 | $264,177.00 | (44%) 3.52K to 1.96K | (94%) |
| 12-Dec-14 5:37 PM View: | Bard C R Inc /nj/ (BCR) | 10-Dec-14 | Grant | 605 | -- | -- | 21% 2.91K to 3.52K | |
| 08-May-14 7:59 AM View: | West Pharmaceutical Service... (WST) | 06-May-14 | Grant | 3,016 | -- | -- | 8% 37.75K to 40.76K | |
| 13-Dec-13 4:34 PM View: | Bard C R Inc /nj/ (BCR) | 11-Dec-13 | Grant | 767 | -- | -- | 36% 2.15K to 2.91K |