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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   $3,244,338    

Indirect Value

   $125,608      
Total Shares   437,210      
Total Value   $3,369,946      


Wintrust Financial Corp $718,075 Cantaloupe Inc $2,143,920 Nuveen Floating Rate Income Fund $292,584 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $5,864 Nuveen Municipal High Income Opportunity Fund $60,256 Wintrust Financial Corp $718,075 Cantaloupe Inc $2,143,920 Nuveen Floating Rate Income Fund $292,584 Nuveen Floating Rate Income Opportunity Fund $23,640 Nuveen Real Estate Income Fund $5,864 Nuveen Municipal High Income Opportunity Fund $60,256
 


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   –       •      –    2006-12-11 4 S $47.20 $120,360 I/I (2,550) 0 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   –       •      –    2004-07-27 4 B $52.75 $29,013 I/I 550 650 2.1 -
WTFC Wintrust Financial Corp Director   –       •      –    2005-08-30 4 B $50.50 $5,050 I/I 100 750 2.1 -
JRS Nuveen Real Estate Income... Trustee   •       •      –    2022-04-04 4 B $11.99 $9,592 D/D 800 800 2.44 %
NMZ Nuveen Municipal High Inc... Trustee   •       •      –    2023-08-10 4 B $10.40 $8,320 I/I 800 800 0.01 %
WTFC Wintrust Financial Corp Director   –       •      –    2005-03-01 4 B $54.19 $5,419 I/I 100 900 2.1 -
NMZ Nuveen Municipal High Inc... Trustee   •       •      –    2022-05-26 4 B $12.33 $18,495 D/D 1,500 1,500 2.44 %
JRO Nuveen Floating Rate Inco... Trustee   •       •      –    2017-03-09 4 B $12.00 $36,045 D/D 3,000 3,000 2.44 -
JFR Nuveen Floating Rate Inco... Trustee   •       •      –    2023-07-31 4 A $0.00 $0 D/D 3,000 3,000 0 -
NMZ Nuveen Municipal High Inc... Trustee   •       •      –    2023-08-10 4 B $10.38 $42,558 D/D 4,100 5,600 2.44 %
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 -
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   –       •      –    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 -
CTLP Cantaloupe Inc Director   –       •      –    2018-02-14 4 OE $2.05 $41,000 I/I 20,000 20,000 0 -
WTFC Wintrust Financial Corp Director   –       •      –    2013-10-17 4 S $43.36 $173,353 D/D (3,998) 24,048 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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