| |
| |
|
| 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 |
$22,449,537 |
|
|
|
Indirect Value
|
$1,027,712,635 |
|
|
| Total
Shares |
6,003,191 |
|
|
| Total
Value |
$1,050,162,172 |
|
|
|
|
|
|
|
|
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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|
|
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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 |
| PTC |
PTC INC |
|
• • – |
2019-07-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,932 |
3,520 |
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 |
• • – |
2019-10-28 |
4 |
OE |
$97.00 |
$164,900 |
D/D |
1,700 |
41,395 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-11-04 |
4 |
OE |
$97.00 |
$708,100 |
D/D |
7,300 |
46,995 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-11-04 |
4 |
AS |
$179.61 |
$1,311,576 |
D/D |
(7,300) |
39,695 |
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 |
• • – |
2019-11-26 |
4 |
D |
$196.32 |
$96,000 |
D/D |
(489) |
40,406 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
4,280 |
44,686 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-12-06 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,592 |
51,278 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-12-09 |
4 |
AS |
$198.98 |
$968,030 |
D/D |
(4,865) |
46,413 |
0 |
- |
|
| PTC |
PTC INC |
|
• • – |
2020-02-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,779 |
6,299 |
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 |
• • – |
2020-05-18 |
4 |
AS |
$209.10 |
$2,868,666 |
D/D |
(13,719) |
46,413 |
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 |
• • – |
2020-05-26 |
4 |
AS |
$209.10 |
$665,155 |
D/D |
(3,181) |
46,413 |
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 |
• • – |
2020-11-12 |
4 |
AS |
$238.18 |
$3,564,026 |
D/D |
(14,896) |
46,413 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-11-12 |
4 |
OE |
$80.11 |
$1,193,319 |
D/D |
14,896 |
61,309 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-11-13 |
4 |
AS |
$238.27 |
$1,382,913 |
D/D |
(5,804) |
46,413 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-11-13 |
4 |
OE |
$80.11 |
$464,958 |
D/D |
5,804 |
52,217 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-12-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,757 |
54,170 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2020-12-09 |
4 |
AS |
$249.65 |
$1,321,153 |
D/D |
(5,285) |
48,885 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2021-01-21 |
4 |
OE |
$108.89 |
$1,840,241 |
D/D |
16,900 |
65,785 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2021-01-21 |
4 |
AS |
$268.08 |
$4,530,618 |
D/D |
(16,900) |
48,885 |
0 |
% |
|
| PTC |
PTC INC |
|
• • – |
2021-02-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,866 |
11,097 |
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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