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Insider Information:   Shepherd Brian A
Relationship:   Sr. VP Software and Co...
City:   Needham
State:   MA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   34,236    

Indirect Shares

  0      
Direct Value   $6,678,232    

Indirect Value

  $0      
Total Shares   34,236      
Total Value   $6,678,232      


PTC INC
 $5,334,084 Rockwell  Automation Inc
 $1,344,148 PTC INC
 $5,334,084 Rockwell  Automation Inc
 $1,344,148
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            PTC INC PTC EVP, PLM & SCM Segments 2012-05-01 29,148 2009-03-15 0    Premium*  
            Rockwell Automation Inc ROK Sr. VP Software and Co... 2024-02-02 5,088 2022-02-01 0    Premium*  
* Premium Members only  

Records found :    32         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2023-02-02 4 AS $285.93 $178,994 D/D (626) 3,091 0 %
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2023-12-07 4 OE $0.00 $0 D/D 428 3,519 0 -
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2023-12-08 4 AS $279.04 $54,135 D/D (194) 3,325 0 %
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2023-12-09 4 OE $0.00 $0 D/D 693 4,018 0 -
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2023-12-11 4 AS $279.64 $87,547 D/D (313) 3,705 0 %
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2024-02-01 4 OE $0.00 $0 D/D 2,020 5,725 0 -
ROK Rockwell Automation Inc Sr. VP Software and Control   •       –      –    2024-02-02 4 AS $262.87 $167,448 D/D (637) 5,088 0 %

  32  Records found
  1   2     
  Page 2 of 2  
 
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