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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   $3,525,208    

Indirect Value

   $140,364      
Total Shares   437,210      
Total Value   $3,665,572      


Wintrust Financial Corp $726,700 Cantaloupe Inc $2,416,949 Nuveen Floating Rate Income Fund $292,584 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $6,088 Nuveen Municipal High Income Opportunity Fund $59,248 Wintrust Financial Corp $726,700 Cantaloupe Inc $2,416,949 Nuveen Floating Rate Income Fund $292,584 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $6,088 Nuveen Municipal High Income Opportunity Fund $59,248
 


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 5 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   –       •      –    2011-06-30 4 A $36.76 $16,946 D/D 461 41,459 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2011-09-30 4 A $31.86 $23,959 D/D 752 42,211 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2011-12-31 4 A $25.81 $18,661 D/D 723 42,934 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2012-03-31 4 A $28.05 $2,525 D/D 90 43,024 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   –       •      –    2013-07-24 4 S $41.11 $618,859 D/D (15,007) 28,037 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   –       •      –    2013-10-17 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   –       •      –    2014-03-31 4 A $46.12 $415 D/D 9 19,057 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-06-30 4 A $48.66 $389 D/D 8 19,065 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-09-30 4 A $46.00 $414 D/D 9 19,074 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2014-10-28 4 S $45.33 $453,300 D/D (10,000) 9,074 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   –       •      –    2015-03-31 4 A $46.76 $468 D/D 10 9,093 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2015-06-30 4 A $47.68 $429 D/D 9 9,102 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2015-07-20 4 S $55.06 $110,120 D/D (2,000) 7,102 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2015-09-30 4 A $53.38 $427 D/D 8 7,110 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2015-12-31 4 A $53.43 $427 D/D 8 7,118 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2016-03-31 4 A $48.52 $485 D/D 10 7,128 0 -
  121  Records found
  1   2   3   4   5     
  Page 5 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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