| |
| |
|
| 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 4 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 |
• • – |
2017-09-13 |
4 |
OE |
$69.57 |
$374,078 |
D/D |
5,377 |
26,503 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2014-12-02 |
4 |
AS |
$116.34 |
$392,651 |
D/D |
(3,375) |
15,339 |
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 |
President and CEO |
• • – |
2021-12-13 |
4 |
AS |
$350.00 |
$434,365 |
D/D |
(1,240) |
58,255 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-29 |
4 |
AS |
$122.92 |
$448,381 |
I/I |
(3,646) |
8,430,998 |
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 |
SVP |
• – – |
2013-09-10 |
4 |
AS |
$103.00 |
$480,907 |
D/D |
(4,669) |
11,793 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-12-05 |
4 |
AS |
$122.60 |
$492,811 |
I/I |
(4,000) |
8,248,998 |
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 |
• • – |
2020-05-26 |
4 |
AS |
$209.10 |
$665,155 |
D/D |
(3,181) |
46,413 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2019-11-04 |
4 |
OE |
$97.00 |
$708,100 |
D/D |
7,300 |
46,995 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-12-12 |
4 |
AS |
$123.68 |
$900,530 |
I/I |
(7,281) |
7,705,717 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-13 |
4 |
AS |
$170.10 |
$914,613 |
D/D |
(5,377) |
21,126 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-02-09 |
4 |
AS |
$120.09 |
$960,749 |
I/I |
(8,000) |
10,574,010 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-12 |
4 |
AS |
$120.42 |
$963,322 |
I/I |
(8,000) |
8,879,717 |
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 |
|
– • – |
2022-12-06 |
4 |
AS |
$121.19 |
$973,233 |
I/I |
(8,000) |
8,240,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-17 |
4 |
AS |
$121.81 |
$975,324 |
I/I |
(8,000) |
9,614,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-18 |
4 |
AS |
$122.31 |
$978,500 |
I/I |
(8,000) |
9,606,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-10 |
4 |
AS |
$121.08 |
$982,584 |
I/I |
(8,000) |
9,654,330 |
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 |
|
– • – |
2022-11-03 |
4 |
AS |
$120.25 |
$983,621 |
I/I |
(8,000) |
8,870,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-04 |
4 |
AS |
$122.43 |
$986,924 |
I/I |
(8,000) |
8,862,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-16 |
4 |
AS |
$123.79 |
$991,314 |
I/I |
(8,000) |
9,622,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-11 |
4 |
AS |
$123.72 |
$991,493 |
I/I |
(8,000) |
9,646,330 |
0 |
% |
|
228 Records found
|
|
Page 4 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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