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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   $41,362,504    

Indirect Value

  $0      
Total Shares   1,061,349      
Total Value   $41,362,504      


Energy Conversion Devices Inc
 $0 Brooks Automation Inc
 $22,116,515 Columbus McKinnon Corp
 $545,118 Vontier Corp
 $18,020,079 Xylem Inc.
 $680,791 Energy Conversion Devices Inc
 $0 Brooks Automation Inc
 $22,116,515 Columbus McKinnon Corp
 $545,118 Vontier Corp
 $18,020,079 Xylem Inc.
 $680,791
 


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   •       •      –    2018-05-15 4/A A $0.00 $0 D/D 45 36,207 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-05-15 4 D $0.00 $0 D/D (45) 36,207 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 -
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   •       •      –    2019-05-20 4/A A $0.00 $0 D/D 35,785 82,089 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   •       •      –    2019-08-19 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 Former Dir., Pres. & CEO   –       –      –    2020-01-10 4 D $0.00 $0 D/D (64,970) 14,813 0 -
VNT Vontier Corp President and CEO   •       •      –    2020-10-09 4 A $0.00 $0 D/D 221,908 221,908 0 -
VNT Vontier Corp President and CEO   •       •      –    2020-12-15 4 A $0.00 $0 D/D 13,545 235,453 0 -
VNT Vontier Corp President and CEO   •       •      –    2021-02-25 4 A $0.00 $0 D/D 64,320 277,128 0 -
XYL Xylem Inc. Director   –       •      –    2022-02-14 4 A $0.00 $0 D/D 420 420 0 -
VNT Vontier Corp President and CEO   •       •      –    2022-02-28 4 A $0.00 $271,299 D/D 100,005 344,424 0 -
XYL Xylem Inc. Director   –       •      –    2022-05-12 4 A $0.00 $0 D/D 1,812 2,232 0 -
VNT Vontier Corp President and CEO   •       •      –    2023-02-28 4 A $0.00 $0 D/D 109,320 409,795 0 -
XYL Xylem Inc.   –       •      –    2023-05-18 4 A $0.00 $0 D/D 1,580 3,813 0 -
VNT Vontier Corp President and CEO   •       •      –    2024-01-25 4 A $0.00 $0 D/D 45,067 452,866 0 -
VNT Vontier Corp President and CEO   •       •      –    2024-02-19 4 A $0.00 $0 D/D 74,145 507,080 0 -
XYL Xylem Inc.   –       •      –    2024-05-16 4 A $0.00 $0 D/D 1,156 4,974 0 -
BRKS Brooks Automation Inc President and COO   •       –      –    2013-11-06 4 D $9.45 $25,666 D/D (2,716) 373,570 0 -
BRKS Brooks Automation Inc President and COO   •       –      –    2014-02-07 4 D $9.79 $94,757 D/D (9,679) 363,891 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