| |
| |
|
| 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 |
$22,513,491 |
|
|
|
Indirect Value
|
$1,029,190,491 |
|
|
| Total
Shares |
6,003,191 |
|
|
| Total
Value |
$1,051,703,982 |
|
|
|
|
|
|
|
|
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 : |
 -8.4%
|
 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* |
|
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Records found :
228 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
President and CEO |
• • – |
2019-12-06 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,592 |
51,278 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2020-02-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,779 |
6,299 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2020-07-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,932 |
8,231 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-12-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,757 |
54,170 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2021-02-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,866 |
11,097 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2021-12-04 |
4 |
OE |
$0.00 |
$0 |
D/D |
19,095 |
67,980 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2021-12-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,635 |
59,495 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,727 |
12,824 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,311 |
73,566 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,566 |
67,265 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,635 |
68,763 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2023-02-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,081 |
14,905 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,566 |
66,991 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-09 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,849 |
69,697 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,662 |
80,359 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2012-11-20 |
4 |
OE |
$29.37 |
$78,271 |
D/D |
2,665 |
11,567 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2013-09-10 |
4 |
OE |
$29.37 |
$137,129 |
D/D |
4,669 |
16,462 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2014-04-16 |
4 |
OE |
$46.16 |
$420,056 |
D/D |
9,100 |
21,905 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2012-10-10 |
4 |
AS |
$69.29 |
$108,579 |
D/D |
(1,567) |
8,902 |
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 |
• • – |
2017-09-13 |
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 |
• • – |
2018-08-17 |
4 |
OE |
$74.14 |
$96,382 |
D/D |
1,300 |
30,211 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-05-18 |
4 |
OE |
$74.14 |
$1,017,127 |
D/D |
13,719 |
60,132 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-05-26 |
4 |
OE |
$74.14 |
$235,839 |
D/D |
3,181 |
49,594 |
0 |
- |
|
228 Records found
|
|
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 |
| |
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