Daniel Morillo
CIK 1840675 · Chief Investment Officer · last filed 2023-02-03
Daniel Morillo is a Chief Investment Officer who has filed 9 SEC Form 4 insider transactions across 1 company since 2021. The most recent filing shows the insider sold $519.5K of OPENW on Feb 3, 2023. Across all open-market trades the lifetime net is −$9.8M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $696.7K 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.
$696.7K
1
9
-$9.75M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| OPENW | Chief Investment Officer | 1,375,178 | $0.51 | $696.7K | -$9.75M | 9 | 2023-02-03 |
Recent Filings
9 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-02-03 | OPENW | Sell (S) | −182,377 | -$519.5K | EDGAR |
| 2023-01-04 | OPENW | Sell (S) | −25,647 | -$28.6K | EDGAR |
| 2022-12-23 | OPENW | Mixed | −152,685 | -$167.2K | EDGAR |
| 2022-11-16 | OPENW | Sell (S) | −87,828 | -$176.1K | EDGAR |
| 2022-10-19 | OPENW | Sell (S) | −169,148 | -$425.4K | EDGAR |
| 2022-07-20 | OPENW | Sell (S) | −55,157 | -$290.3K | EDGAR |
| 2022-04-20 | OPENW | Sell (S) | −59,948 | -$495.2K | EDGAR |
| 2022-01-04 | OPENW | Sell (S) | −226,853 | -$3.32M | EDGAR |
| 2021-06-25 | OPENW | Mixed | +232,016 | -$4.33M | EDGAR |