| |
| |
|
| 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 |
$23,126,274 |
|
|
|
Indirect Value
|
$1,081,739,469 |
|
|
| Total
Shares |
6,003,191 |
|
|
| Total
Value |
$1,104,865,743 |
|
|
|
|
|
|
|
|
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 4 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 |
|
– • – |
2023-02-13 |
4 |
AS |
$133.45 |
$2,669,063 |
I/I |
(20,000) |
7,622,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-14 |
4 |
AS |
$133.50 |
$1,609,975 |
I/I |
(12,000) |
7,610,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-15 |
4 |
AS |
$132.89 |
$1,543,826 |
I/I |
(11,594) |
7,598,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-16 |
4 |
AS |
$131.66 |
$1,057,856 |
I/I |
(8,000) |
7,590,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,081 |
14,905 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2023-02-17 |
4 |
AS |
$130.12 |
$5,209,282 |
I/I |
(40,000) |
7,550,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-21 |
4 |
AS |
$129.28 |
$3,083,211 |
I/I |
(23,801) |
7,526,843 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-22 |
4 |
AS |
$128.19 |
$2,810,876 |
I/I |
(21,779) |
7,505,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-23 |
4 |
AS |
$129.85 |
$10,404,486 |
I/I |
(80,000) |
7,425,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-24 |
4 |
AS |
$127.15 |
$2,545,126 |
I/I |
(20,000) |
7,405,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-27 |
4 |
AS |
$126.37 |
$2,535,147 |
I/I |
(20,000) |
7,385,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-28 |
4 |
AS |
$125.51 |
$2,525,567 |
I/I |
(20,000) |
7,365,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-01 |
4 |
AS |
$123.54 |
$2,475,652 |
I/I |
(20,000) |
7,345,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-02 |
4 |
AS |
$123.56 |
$2,490,407 |
I/I |
(20,000) |
7,325,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-03 |
4 |
AS |
$124.79 |
$2,496,318 |
I/I |
(20,000) |
7,305,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-06 |
4 |
AS |
$123.52 |
$2,490,541 |
I/I |
(20,000) |
7,285,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-07 |
4 |
AS |
$122.28 |
$2,372,906 |
I/I |
(19,368) |
7,265,696 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-08 |
4 |
AS |
$122.43 |
$2,448,504 |
I/I |
(20,000) |
7,245,696 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-09 |
4 |
AS |
$122.49 |
$1,214,661 |
I/I |
(9,864) |
7,235,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-27 |
4 |
AS |
$122.72 |
$2,462,547 |
I/I |
(20,000) |
7,215,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-28 |
4 |
AS |
$122.83 |
$2,456,616 |
I/I |
(20,000) |
7,195,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-29 |
4 |
AS |
$123.91 |
$2,483,388 |
I/I |
(20,000) |
7,175,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-04 |
4 |
AS |
$127.44 |
$2,549,657 |
I/I |
(20,000) |
7,095,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-05 |
4 |
AS |
$126.52 |
$2,531,669 |
I/I |
(20,000) |
7,075,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-06 |
4 |
AS |
$125.07 |
$2,503,811 |
I/I |
(20,000) |
7,055,832 |
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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