| |
| |
|
| 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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|
|
|
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|
Records found :
228 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
• • – |
2019-11-26 |
4 |
D |
$196.32 |
$96,000 |
D/D |
(489) |
40,406 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-11-26 |
4 |
OE |
$80.11 |
$96,132 |
D/D |
1,200 |
40,895 |
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 |
SVP |
• – – |
2013-12-09 |
4 |
AS |
$111.64 |
$106,948 |
D/D |
(958) |
13,241 |
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 |
SVP |
• – – |
2012-12-10 |
4 |
AS |
$80.49 |
$114,614 |
D/D |
(1,424) |
11,793 |
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 |
SVP |
• – – |
2011-12-05 |
4 |
AS |
$76.13 |
$126,445 |
D/D |
(1,661) |
10,469 |
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 |
• – – |
2015-12-07 |
4 |
AS |
$106.48 |
$148,860 |
D/D |
(1,398) |
19,702 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-08-08 |
4 |
AS |
$120.61 |
$151,481 |
I/I |
(1,256) |
9,662,978 |
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 |
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 |
• • – |
2023-05-15 |
4 |
OE |
$108.89 |
$190,553 |
D/D |
1,700 |
69,280 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-11-02 |
4 |
AS |
$120.55 |
$206,621 |
I/I |
(1,700) |
8,878,017 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2012-11-20 |
4 |
S |
$77.97 |
$207,798 |
D/D |
(2,665) |
8,902 |
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 |
• • – |
2020-05-26 |
4 |
OE |
$74.14 |
$235,839 |
D/D |
3,181 |
49,594 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-08 |
4 |
AS |
$256.75 |
$291,930 |
D/D |
(1,137) |
66,128 |
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 |
• • – |
2019-10-28 |
4 |
AS |
$179.07 |
$304,416 |
D/D |
(1,700) |
39,695 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-12 |
4 |
AS |
$258.35 |
$305,862 |
D/D |
(1,183) |
67,580 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-08 |
4 |
AS |
$278.73 |
$318,583 |
D/D |
(1,143) |
65,848 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-02-10 |
4 |
AS |
$120.17 |
$320,856 |
I/I |
(2,670) |
10,571,340 |
0 |
% |
|
228 Records found
|
|
Page 3 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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