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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   $22,244,813    

Indirect Value

   $1,013,585,209      
Total Shares   6,003,191      
Total Value   $1,035,830,022      


Rockwell Automation Inc $19,689,053 PTC INC $2,555,760 Rockwell Automation Inc $19,689,053 PTC INC $2,555,760
 


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*  
* Premium Members only  

Records found :    228         Free Registration Required For Full Results.    Limit: 25

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  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   •       •      –    2020-12-08 4 OE $0.00 $0 D/D 7,757 54,170 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2021-12-06 4 AS $341.73 $3,812,413 D/D (11,120) 56,860 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2021-12-13 4 AS $350.00 $434,365 D/D (1,240) 58,255 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2021-12-10 4 OE $0.00 $0 D/D 2,635 59,495 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   •       •      –    2020-11-12 4 OE $80.11 $1,193,319 D/D 14,896 61,309 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-06-13 4 AS $315.00 $1,529,332 D/D (4,855) 64,425 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-07 4 AS $255.26 $2,275,344 D/D (8,867) 64,699 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   •       •      –    2023-12-08 4 AS $278.73 $318,583 D/D (1,143) 65,848 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   •       •      –    2023-12-07 4 OE $0.00 $0 D/D 2,566 66,991 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-07 4 OE $0.00 $0 D/D 2,566 67,265 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   •       •      –    2021-12-04 4 OE $0.00 $0 D/D 19,095 67,980 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-10 4 OE $0.00 $0 D/D 2,635 68,763 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 President and CEO   •       •      –    2023-06-09 4 AS $305.00 $7,198,000 D/D (23,600) 69,280 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-12-09 4 OE $0.00 $0 D/D 3,849 69,697 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-05 4 OE $0.00 $0 D/D 15,311 73,566 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-12-11 4 AS $279.62 $1,858,207 D/D (6,644) 73,715 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2024-02-12 4 B $283.65 $992,758 D/D 3,500 77,215 2.81 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-12-10 4 OE $0.00 $0 D/D 10,662 80,359 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-06-09 4 OE $115.69 $2,730,284 D/D 23,600 92,880 0 -
PTC PTC INC   –       •      –    2023-07-31 4 S $144.65 $11,646,577 I/I (80,000) 5,910,905 0 %
  228  Records found
  1   2   3   4  5   6   7   8   9   10      
  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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