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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
JFR Nuveen Floating Rate Inco... Trustee   •       •      –    2017-02-14 4 B $12.02 $300,500 D/D 25,000 25,000 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   •       •      –    2017-04-06 4 B $11.40 $2,280 D/D 200 25,200 2.36 -
JFR Nuveen Floating Rate Inco... Trustee   •       •      –    2020-06-11 4 B $7.87 $23,610 D/D 3,000 28,200 2.44 %
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   •       •      –    2022-05-26 4 B $12.33 $18,495 D/D 1,500 1,500 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 %
NMZ Nuveen Municipal High Inc... Trustee   •       •      –    2023-08-10 4 B $10.40 $8,320 I/I 800 800 0.01 %
JFR Nuveen Floating Rate Inco... Trustee   •       •      –    2023-09-06 4 B $8.19 $18,016 D/D 2,200 30,400 2.44 -
WTFC Wintrust Financial Corp officerTitle   –       •      –    2005-12-31 4 A $50.58 $16,437 D/D 325 27,044 -
CTLP Cantaloupe Inc Former Director   –       –      –    2019-10-16 4 A $0.00 $0 D/D 13,216 366,482 0 -
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 $44.70 $80,739 I/I 1,800 600 2.1 -
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   –       •      –    2004-03-31 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 $54.19 $5,419 I/I 100 900 2.1 -
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   –       •      –    2005-03-31 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 -
  25  Records found
  1     
  Page 1 of 1  
 
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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