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Insider Information:   Moret Blake D.
Relationship:  
City:   Milwaukee
State:   WI
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   92,120    

Indirect Shares

  5,911,071      
Direct Value   $23,126,274    

Indirect Value

  $1,081,739,469      
Total Shares   6,003,191      
Total Value   $1,104,865,743      


Rockwell  Automation Inc
 $20,398,659 PTC INC
 $2,727,615 Rockwell  Automation Inc
 $20,398,659 PTC INC
 $2,727,615
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    14    

     Stock price went up :

    0   
    14    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   14.0   
     Percentage Gain/Loss :
   -6.6%
 163.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Rockwell Automation Inc ROK President and CEO, Dir... 2024-02-12 77,215 2024-02-12 166    Premium*  
            PTC INC PTC 2023-07-31 14,905 2023-07-31 5,910,905    Premium*  
* Premium Members only  

Records found :    228         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 10
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 SVP   •       –      –    2015-08-12 4 D $115.84 $70,000 I/I (604) 42 0 -
ROK Rockwell Automation Inc SVP   •       –      –    2015-11-25 4 S $104.92 $157,384 D/D (1,500) 15,249 0 -
ROK Rockwell Automation Inc SVP   •       –      –    2015-12-03 4 A $0.00 $0 D/D 1,880 15,731 0 -
ROK Rockwell Automation Inc SVP   •       –      –    2015-12-06 4 OE $0.00 $0 D/D 3,971 21,100 0 -
ROK Rockwell Automation Inc SVP   •       –      –    2015-12-07 4 AS $106.48 $148,860 D/D (1,398) 19,702 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2016-07-01 4 A $0.00 $0 D/D 910 20,612 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2016-12-04 4 OE $0.00 $0 D/D 390 21,002 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2016-12-05 4 AS $135.96 $85,111 D/D (626) 20,376 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2016-12-06 4 A $0.00 $0 D/D 3,850 24,226 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-08-02 4 S $164.88 $511,120 D/D (3,100) 21,126 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-12 4 OE $69.57 $20,871 D/D 300 21,426 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-12 4 AS $170.08 $51,025 D/D (300) 21,126 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-13 4 AS $170.10 $914,613 D/D (5,377) 21,126 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-13 4 OE $69.57 $374,078 D/D 5,377 26,503 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-14 4 OE $69.57 $119,869 D/D 1,723 22,849 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-14 4 AS $170.06 $293,016 D/D (1,723) 21,126 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-12-02 4 OE $0.00 $0 D/D 9,594 30,720 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-12-04 4 AS $190.75 $1,012,679 D/D (5,309) 25,411 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-12-08 4 A $0.00 $0 D/D 3,500 28,911 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-08-17 4 D $173.63 $96,365 D/D (555) 29,656 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-08-17 4 OE $74.14 $96,382 D/D 1,300 30,211 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-12-03 4 OE $0.00 $0 D/D 11,540 41,196 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-12-04 4 A $0.00 $0 D/D 4,380 45,576 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-12-04 4 AS $175.89 $982,593 D/D (5,584) 39,992 0 -
PTC PTC INC   •       •      –    2019-03-06 4 OE $0.00 $0 D/D 1,588 1,588 0 -

  228  Records found
  1   2  3   4   5   6   7   8   9   10      
  Page 2 of 10  
 
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