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Insider Information:   Morelli Mark D
Relationship:  
City:   Rochester Hills
State:   MI
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   1,061,349    

Indirect Shares

   0      
Direct Value   $40,641,558    

Indirect Value

   $0      
Total Shares   1,061,349      
Total Value   $40,641,558      


Energy Conversion Devices Inc $0 Brooks Automation Inc $20,958,821 Columbus McKinnon Corp $579,188 Vontier Corp $18,402,114 Xylem Inc. $701,433 Energy Conversion Devices Inc $0 Brooks Automation Inc $20,958,821 Columbus McKinnon Corp $579,188 Vontier Corp $18,402,114 Xylem Inc. $701,433
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    7    

     Stock price went up :
    1   
    2    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   1.0   
   1.0   
     Percentage Gain/Loss :
   73.2%
 -27.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Energy Conversion Devices Inc ENERQ President and CEO, Dir... 2011-01-25 166,335 0    Premium*  
            Brooks Automation Inc BRKS President and COO 2015-11-06 414,944 2012-02-07 0    Premium*  
            Columbus McKinnon Corp CMCO Former Dir., Pres. & CEO 2020-02-20 14,813 2017-05-15 0    Premium*  
            Vontier Corp VNT President and CEO, Dir... 2024-02-28 460,283 2020-10-09 0    Premium*  
            Xylem Inc. XYL 2024-05-16 4,974 2022-02-14 0    Premium*  
* Premium Members only  

Records found :    86         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2017-08-21 4 A $0.00 $0 D/D 49 37,967 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2017-11-20 4 A $0.00 $0 D/D 39 38,005 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-02-20 4 A $0.00 $0 D/D 42 38,048 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-02-28 4 D $37.73 $71,601 D/D (1,898) 46,244 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-05-13 4 A $0.00 $0 D/D 60 46,424 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-05-22 4 A $0.00 $0 D/D 13,094 47,973 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-08-20 4 A $0.00 $0 D/D 52 48,024 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-11-19 4 A $0.00 $0 D/D 59 48,083 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-02-11 4 A $0.00 $0 D/D 59 48,142 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2008-06-16 4 D $0.00 $0 D/D (11,245) 50,255 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2008-06-30 4 A $0.00 $0 D/D 2,500 52,755 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2008-08-26 4 A $0.00 $0 D/D 4,690 57,445 0 -
ENERQ Energy Conversion Devices... President and CEOOfficer   •       •      –    2007-09-01 3 IO $0.00 $0 D/D 0 60,000 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2007-11-16 4 B $26.80 $40,207 D/D 1,500 61,500 2.81 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2010-09-01 4 D $0.00 $0 D/D (11,640) 64,435 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-05-22 4 D $36.05 $88,468 D/D (2,454) 79,635 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-08-19 4 A $0.00 $0 D/D 80 79,715 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-11-18 4 A $0.00 $0 D/D 68 79,783 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-05-20 4 A $0.00 $0 D/D 35,774 82,078 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-05-20 4/A A $0.00 $0 D/D 35,785 82,089 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2008-09-30 4 A $0.00 $0 D/D 27,940 85,385 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2009-11-12 4 D $0.00 $0 D/D (18,630) 85,385 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2009-11-12 4 A $0.00 $0 D/D 18,630 104,015 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2010-09-01 4/A D $0.00 $0 D/D (11,640) 126,035 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2010-08-24 4 A $0.00 $0 D/D 61,600 137,675 0 -
  86  Records found
  1   2  3   4      
  Page 2 of 4  
 
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
 
 
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