|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
Manning & Napier, Inc. (MN) |
|
|
$12.85 0.00 (0.00%) as of 4:30 Thu 10/20
|
|
Download |
|
|
| |
| |
| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
16,280,000 |
| Market
Cap: |
209.20(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$12.85 - $12.85 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Asset Management |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
Company Profile Manning & Napier is an independent investment management firm that provides its clients financial solutions and investment strategies for wealth and asset management. Co. serves clients through its Wealth and Asset Management divisions. Co.'s Wealth Management private clients are composed of individual investors and families, small businesses and business owners, and non-profit organizations, endowments, and foundations. Co.'s Asset Management division includes its Intermediary Distribution Group, its Taft-Hartley team, and its Institutional and Consultant Relations teams, serving 401(k) plans, pension plans, organizations, institutional investors, and third-party investment consultants.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Goldberg Richard |
Director |
– • – |
2022-10-21 |
4 |
D |
$12.85 |
$1,865,010 |
D/D |
(145,137) |
0 |
|
- |
|
| Brunner Nicole Marie Kingsley |
See Remarks |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$1,211,729 |
D/D |
(104,898) |
0 |
|
- |
|
| Green Stacey |
See Remarks |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$673,327 |
D/D |
(65,844) |
0 |
|
- |
|
| Pettinella Edward J |
Director |
– • – |
2022-10-21 |
4 |
D |
$12.85 |
$6,930,236 |
D/D |
(539,318) |
0 |
|
- |
|
| Battaglia Paul John Jr. |
Chief Financial Officer |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$1,772,092 |
D/D |
(143,406) |
0 |
|
- |
|
| Busheri Ebrahim |
Director of Investments |
• – – |
2022-10-21 |
4 |
D |
$12.85 |
$4,632,695 |
D/D |
(360,521) |
0 |
|
- |
|
| Mayer Marc O |
Chairman and CEO |
• • – |
2022-10-21 |
4 |
D |
$0.00 |
$16,412,688 |
D/D |
(1,453,154) |
0 |
|
- |
|
| Morabito Scott |
See Remarks |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$884,890 |
D/D |
(74,663) |
0 |
|
- |
|
| Marvald Kenneth A |
Director |
– • – |
2022-10-21 |
4 |
D |
$12.85 |
$1,682,913 |
D/D |
(130,966) |
0 |
|
- |
|
| Briley Christopher Pickett |
See Remarks |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$1,378,458 |
D/D |
(119,484) |
0 |
|
- |
|
| Goodstein Barbara |
Director |
– • – |
2022-10-21 |
4 |
D |
$12.85 |
$2,285,347 |
D/D |
(177,848) |
0 |
|
- |
|
| Mcgreevy Aaron Thomas |
See Remarks |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$1,997,622 |
D/D |
(209,618) |
0 |
|
- |
|
| Turner Sarah Christine |
See Remarks |
• – – |
2022-10-21 |
4 |
D |
$0.00 |
$1,392,606 |
D/D |
(117,374) |
0 |
|
- |
|
| Briley Christopher Pickett |
See Remarks |
• – – |
2022-09-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,500 |
119,484 |
|
- |
|
| Busheri Ebrahim |
Director of Investments |
• – – |
2022-09-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
100,000 |
360,521 |
|
- |
|
| Briley Christopher Pickett |
See Remarks |
• – – |
2022-09-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
500 |
120,984 |
|
- |
|
| Turner Sarah Christine |
See Remarks |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$59,756 |
D/D |
(7,526) |
117,374 |
|
- |
|
| Battaglia Paul John Jr. |
Chief Financial Officer |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$79,678 |
D/D |
(10,035) |
143,406 |
|
- |
|
| Green Stacey |
See Remarks |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$33,618 |
D/D |
(4,234) |
65,844 |
|
- |
|
| Morabito Scott |
See Remarks |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$39,843 |
D/D |
(5,018) |
74,663 |
|
- |
|
| Mcgreevy Aaron Thomas |
See Remarks |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$62,377 |
D/D |
(7,856) |
209,618 |
|
- |
|
| Brunner Nicole Marie Kingsley |
See Remarks |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$59,756 |
D/D |
(7,526) |
104,898 |
|
- |
|
| Briley Christopher Pickett |
See Remarks |
• – – |
2022-02-03 |
4 |
D |
$7.94 |
$59,756 |
D/D |
(7,526) |
121,484 |
|
- |
|
| Briley Christopher Pickett |
See Remarks |
• – – |
2021-12-31 |
4 |
D |
$8.31 |
$29,617 |
D/D |
(3,564) |
129,010 |
|
- |
|
| Mcgreevy Aaron Thomas |
See Remarks |
• – – |
2021-12-03 |
4 |
D |
$8.45 |
$64,930 |
D/D |
(7,684) |
217,474 |
|
- |
|
207 Records found
|
|
Page 1 of 9 |
|
|
| |
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 |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
