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Insider Information:   Morelli Mark D
Relationship:  
City:   Rochester Hills
State:   MI
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   1,060,188    

Indirect Shares

  0      
Direct Value   $40,988,434    

Indirect Value

  $0      
Total Shares   1,060,188      
Total Value   $40,988,434      


Energy Conversion Devices Inc
 $0 Brooks Automation Inc
 $21,303,225 Columbus McKinnon Corp
 $660,808 Vontier Corp
 $18,480,362 Xylem Inc.
 $544,039 Energy Conversion Devices Inc
 $0 Brooks Automation Inc
 $21,303,225 Columbus McKinnon Corp
 $660,808 Vontier Corp
 $18,480,362 Xylem Inc.
 $544,039
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    7    

     Stock price went up :

    1   
    2    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   1.0   
   1.0   
     Percentage Gain/Loss :
   73.2%
 -27.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Energy Conversion Devices Inc ENERQ President and CEO, Dir... 2011-01-25 166,335 0    Premium*  
            Brooks Automation Inc BRKS President and COO 2015-11-06 414,944 2012-02-07 0    Premium*  
            Columbus McKinnon Corp CMCO Former Dir., Pres. & CEO 2020-02-20 14,813 2017-05-15 0    Premium*  
            Vontier Corp VNT President and CEO, Dir... 2024-02-28 460,283 2020-10-09 0    Premium*  
            Xylem Inc. XYL 2023-05-18 3,813 2022-02-14 0    Premium*  
* Premium Members only  

Records found :    85         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
ENERQ Energy Conversion Devices... President and CEOOfficer   •       •      –    2007-09-01 3 IO $0.00 $0 D/D 0 60,000 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2017-05-15 4 A $0.00 $0 D/D 36 22,341 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2017-11-20 4 A $0.00 $0 D/D 39 38,005 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-02-20 4 A $0.00 $0 D/D 42 38,048 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-05-15 4 D $0.00 $0 D/D (45) 36,207 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-05-15 4/A A $0.00 $0 D/D 45 36,207 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2017-08-21 4 A $0.00 $0 D/D 49 37,967 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-08-20 4 A $0.00 $0 D/D 52 48,024 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-11-19 4 A $0.00 $0 D/D 59 48,083 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-02-11 4 A $0.00 $0 D/D 59 48,142 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-05-13 4 A $0.00 $0 D/D 60 46,424 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-11-18 4 A $0.00 $0 D/D 68 79,783 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-08-19 4 A $0.00 $0 D/D 80 79,715 0 -
XYL Xylem Inc. Director   –       •      –    2022-02-14 4 A $0.00 $0 D/D 420 420 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-05-22 4 D $38.70 $51,426 D/D (1,329) 34,879 0 -
ENERQ Energy Conversion Devices... President and CEO   •       •      –    2007-11-16 4 B $26.80 $40,207 D/D 1,500 61,500 2.81 -
XYL Xylem Inc.   –       •      –    2023-05-18 4 A $0.00 $0 D/D 1,580 3,813 0 -
XYL Xylem Inc. Director   –       •      –    2022-05-12 4 A $0.00 $0 D/D 1,812 2,232 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2018-02-28 4 D $0.00 $0 D/D (1,885) 36,162 0 -
CMCO Columbus McKinnon Corp President and CEO   •       •      –    2019-02-28 4 D $37.73 $71,601 D/D (1,898) 46,244 0 -
VNT Vontier Corp President and CEO   •       •      –    2023-12-15 4 D $34.92 $69,700 D/D (1,996) 407,799 0 -
VNT Vontier Corp President and CEO   •       •      –    2022-11-04 4 B $17.42 $34,840 D/D 2,000 346,424 2.81 %
VNT Vontier Corp President and CEO   •       •      –    2022-12-15 4 D $18.91 $37,952 D/D (2,007) 344,417 0 -
VNT Vontier Corp President and CEO   •       •      –    2021-12-15 4 D $30.56 $61,701 D/D (2,019) 275,109 0 -
CMCO Columbus McKinnon Corp Former Dir., Pres. & CEO   –       –      –    2020-02-11 4 OE $25.91 $59,541 D/D 2,298 17,111 0 -

  85  Records found
  1  2   3   4      
  Page 1 of 4  
 
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