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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   $3,287,701    

Indirect Value

   $127,920      
Total Shares   437,210      
Total Value   $3,415,621      


Wintrust Financial Corp $718,003 Cantaloupe Inc $2,187,898 Nuveen Floating Rate Income Fund $292,584 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $5,936 Nuveen Municipal High Income Opportunity Fund $59,640 Wintrust Financial Corp $718,003 Cantaloupe Inc $2,187,898 Nuveen Floating Rate Income Fund $292,584 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $5,936 Nuveen Municipal High Income Opportunity Fund $59,640
 


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 1 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   –       •      –    2003-12-31 5 A $0.00 $0 D/D 596 25,011 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   –       •      –    2004-01-26 4 B $44.70 $80,739 I/I 1,800 600 2.1 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-03-31 4 A $45.73 $6,310 D/D 138 25,149 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-06-30 4 A $48.51 $6,403 D/D 132 25,281 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-07-27 4 B $52.75 $29,013 I/I 550 650 2.1 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-07-27 4 B $52.75 $15,825 D/D 300 25,581 2.39 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-09-30 4 A $50.39 $3,527 D/D 70 25,651 -
WTFC Wintrust Financial Corp Director   –       •      –    2004-12-31 4 A $56.88 $6,256 D/D 110 25,761 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-03-01 4 B $54.20 $5,420 D/D 100 25,861 2.39 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-03-01 4 B $54.19 $5,419 I/I 100 900 2.1 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-03-31 4 A $56.90 $17,355 D/D 305 26,166 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-06-30 4 A $47.48 $12,772 D/D 269 26,435 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-08-30 4 B $50.50 $5,050 I/I 100 750 2.1 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-09-30 4 A $52.46 $14,899 D/D 284 26,719 -
WTFC Wintrust Financial Corp Director   –       •      –    2006-03-31 4 A $54.95 $27,475 D/D 500 27,544 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2006-06-30 4 A $58.28 $14,452 D/D 248 27,792 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2006-09-30 4 A $50.96 $14,982 D/D 294 28,086 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   –       •      –    2006-12-31 4 A $50.65 $13,220 D/D 261 28,347 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2007-03-31 4 A $48.33 $17,059 D/D 353 28,700 0 -
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   –       •      –    2007-09-30 4 A $44.24 $13,049 D/D 295 29,391 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   –       •      –    2008-03-31 4 A $33.14 $15,145 D/D 457 30,313 0 -
  121  Records found
  1  2   3   4   5      
  Page 1 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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