Morgan G II Earnest
CIK 1232644 · SVP & Chief Investment Officer · last filed 2018-02-26
"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 · Page 2 of 5
41 filingsInsider 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 |
|---|---|---|---|---|---|
| 2016-02-19 | EPR | Grant (A) | +40,687 | $0 | EDGAR |
| 2016-01-05 | EPR | Tax (F) | −13,220 | -$772.7K | EDGAR |
| 2015-12-21 | EPR | Mixed | +722 | -$39.8K | EDGAR |
| 2015-12-17 | EPR | Sell (S) | −4,000 | -$227.5K | EDGAR |
| 2015-11-23 | EPR | Sell (S) | −4,000 | -$225.0K | EDGAR |
| 2015-11-12 | EPR | Sell (S) | −2,000 | -$110.4K | EDGAR |
| 2015-08-19 | EPR | Sell (S) | −2,000 | -$113.2K | EDGAR |
| 2015-08-17 | EPR | Sell (S) | −2,000 | -$112.6K | EDGAR |
| 2015-08-14 | EPR | Sell (S) | −4,000 | -$226.0K | EDGAR |
| 2015-08-11 | EPR | Sell (S) | −5,000 | -$280.2K | EDGAR |
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.
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.