| |
| |
|
| 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 |
$22,644,141 |
|
|
|
Indirect Value
|
$1,061,405,029 |
|
|
| Total
Shares |
6,003,191 |
|
|
| Total
Value |
$1,084,049,170 |
|
|
|
|
|
|
|
|
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* |
|
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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 |
SVP |
• – – |
2013-12-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,380 |
12,723 |
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 |
SVP |
• – – |
2014-12-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,410 |
16,749 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2012-12-10 |
4 |
AS |
$80.49 |
$114,614 |
D/D |
(1,424) |
11,793 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2011-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,440 |
8,130 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2013-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,476 |
14,199 |
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 |
• – – |
2012-10-10 |
4 |
AS |
$69.29 |
$108,579 |
D/D |
(1,567) |
8,902 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2019-03-06 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,588 |
1,588 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2011-12-05 |
4 |
AS |
$76.13 |
$126,445 |
D/D |
(1,661) |
10,469 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-10-28 |
4 |
OE |
$97.00 |
$164,900 |
D/D |
1,700 |
41,395 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-10-28 |
4 |
AS |
$179.07 |
$304,416 |
D/D |
(1,700) |
39,695 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-11-02 |
4 |
AS |
$120.55 |
$206,621 |
I/I |
(1,700) |
8,878,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-01 |
4 |
AS |
$135.06 |
$229,760 |
I/I |
(1,700) |
7,704,017 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-05-15 |
4 |
OE |
$108.89 |
$190,553 |
D/D |
1,700 |
69,280 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2012-12-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,720 |
10,622 |
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 |
• • – |
2017-09-14 |
4 |
OE |
$69.57 |
$119,869 |
D/D |
1,723 |
22,849 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,727 |
12,824 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2015-12-03 |
4/A |
A |
$0.00 |
$0 |
D/D |
1,880 |
17,129 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2015-12-03 |
4 |
A |
$0.00 |
$0 |
D/D |
1,880 |
15,731 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2019-07-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,932 |
3,520 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2020-07-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,932 |
8,231 |
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 |
• • – |
2022-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,566 |
67,265 |
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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