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Insider Information:   Moschner Albin F
Relationship:   Trustee
City:   Lake Forest
State:   IL
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   416,410    

Indirect Shares

   20,800      
Direct Value   $3,692,926    

Indirect Value

   $151,104      
Total Shares   437,210      
Total Value   $3,844,030      


Wintrust Financial Corp $696,548 Cantaloupe Inc $2,620,346 Nuveen Floating Rate Income Fund $289,912 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $5,752 Nuveen Municipal High Income Opportunity Fund $56,728 Wintrust Financial Corp $696,548 Cantaloupe Inc $2,620,346 Nuveen Floating Rate Income Fund $289,912 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $5,752 Nuveen Municipal High Income Opportunity Fund $56,728
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    5   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    4   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -7.2%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Wintrust Financial Corp WTFC Director 2016-03-31 7,128 2006-12-11 0    Premium*  
            Cantaloupe Inc CTLP Former Director 2019-10-16 366,482 2019-10-16 20,000    Premium*  
            Nuveen Floating Rate Income Fund JFR Trustee 2023-09-06 33,400 2017-02-14 0    Premium*  
            Nuveen Floating Rate Income Oppo... JRO Trustee 2017-03-09 3,000 2017-03-09 0    Premium*  
            Nuveen Real Estate Income Fund JRS Trustee 2022-04-04 800 2022-04-04 0    Premium*  
            Nuveen Municipal High Income Opp... NMZ Trustee 2023-08-10 5,600 2023-08-10 800    Premium*  
* Premium Members only  

Records found :    121         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
WTFC Wintrust Financial Corp Director   –       •      –    2011-03-31 4 A $33.41 $17,306 D/D 518 40,998 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2010-09-30 4 A $34.28 $18,988 D/D 554 39,846 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2008-06-30 4 A $35.08 $25,643 D/D 731 31,044 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2012-09-30 4 A $35.50 $355 D/D 10 43,034 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2013-03-31 4 A $36.70 $367 D/D 10 43,044 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2011-06-30 4 A $36.76 $16,946 D/D 461 41,459 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2010-06-30 4 A $37.50 $25,463 D/D 679 39,292 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2013-09-30 4 A $38.28 $345 D/D 9 28,046 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2013-07-24 4 S $41.11 $618,859 D/D (15,007) 28,037 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2007-12-31 4 A $43.33 $20,148 D/D 465 29,856 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2013-10-17 4 S $43.36 $173,353 D/D (3,998) 24,048 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-02-06 4 S $43.82 $219,100 D/D (5,000) 19,048 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2007-09-30 4 A $44.24 $13,049 D/D 295 29,391 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-12-31 4 A $44.67 $402 D/D 9 9,083 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-01-26 4 B $44.70 $80,739 I/I 1,800 600 2.1 -
WTFC Wintrust Financial Corp Director   –       •      –    2007-06-30 4 A $44.71 $17,703 D/D 396 29,096 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-01-26 4 B $44.94 $20,372 D/D 453 24,381 2.39 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-10-28 4 S $45.33 $453,300 D/D (10,000) 9,074 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-03-31 4 A $45.73 $6,310 D/D 138 25,149 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-09-30 4 A $46.00 $414 D/D 9 19,074 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-03-31 4 A $46.12 $415 D/D 9 19,057 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2015-03-31 4 A $46.76 $468 D/D 10 9,093 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2006-12-11 4 S $47.20 $120,360 I/I (2,550) 0 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-06-30 4 A $47.48 $12,772 D/D 269 26,435 -
WTFC Wintrust Financial Corp Director   –       •      –    2015-06-30 4 A $47.68 $429 D/D 9 9,102 0 -
  121  Records found
  1   2   3   4  5      
  Page 4 of 5  
 
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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