Benjamin Morton
CIK 1573260 · Vice President · last filed 2025-10-20
Benjamin Morton is a Vice President who has filed 2 SEC Form 4 insider transactions across 2 companies since 2013. The most recent filing shows the insider was granted $3.3K of UTF on Oct 20, 2025. Across all open-market trades the lifetime net is +$51.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $22.9K 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.
$22.9K
2
2
$51.2K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UTF | Vice President | 835 | $27.39 | $22.9K | $0 | 1 | 2025-10-20 |
| Cohen & Steers MLP Income & Energy Opportunity Fund (MIE) Delisted | Vice President | 2,500 | $3.85 | $9.6K | $51.2K | 1 | 2013-05-13 |
Recent Filings
2 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-10-20 | UTF | Grant (A) | +139 | $3.3K | EDGAR |
| 2013-05-13 | Cohen & Steers MLP Income & Energy Opportunity Fund (MIE) Delisted | Buy (P) | +2,500 | $51.2K | EDGAR |