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Morgan G II Earnest

CIK 1232644 · SVP & Chief Investment Officer · last filed 2018-02-26

Morgan G II Earnest is a SVP & Chief Investment Officer who has filed 41 SEC Form 4 insider transactions across 1 company since 2007. The most recent filing, for EPR, was dated Feb 26, 2018. Across all open-market trades the lifetime net is −$3.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $7.8M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$7.77M

Companies

1

Total Filings

41

Lifetime Open-Market Net

-$3.14M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
EPR SVP & Chief Investment Officer 124,969 $62.21 $7.77M -$3.14M 41 2018-02-26

Recent Filings

41 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2018-02-26 EPR Grant (A) +35,186 $0 EDGAR
2018-01-03 EPR Tax (F) −16,512 -$1.08M EDGAR
2017-11-21 EPR Grant (A) +20 $0 EDGAR
2017-04-07 EPR Grant (A) +1,444 $0 EDGAR
2017-02-27 EPR Grant (A) +36,367 $0 EDGAR
2017-01-03 EPR Tax (F) −15,273 -$1.10M EDGAR
2016-05-04 EPR Mixed +378 -$24.3K EDGAR
2016-03-18 EPR Sell (S) −5,000 -$321.5K EDGAR
2016-03-18 EPR Sell (S) −5,000 -$321.5K EDGAR
2016-03-01 EPR Mixed +24,901 -$580.6K EDGAR
Showing 1–10 of 41
Page 1 of 5
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.