| |
| |
|
| 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 |
SVP |
• – – |
2014-12-02 |
4 |
AS |
$116.34 |
$392,651 |
D/D |
(3,375) |
15,339 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-06-02 |
4 |
S |
$116.59 |
$11,845,501 |
I/I |
(100,000) |
10,471,340 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-08 |
4 |
S |
$117.19 |
$11,884,253 |
I/I |
(100,000) |
9,191,050 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-03 |
4 |
S |
$117.58 |
$11,799,033 |
I/I |
(100,000) |
10,371,340 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-06 |
4 |
S |
$117.94 |
$12,011,855 |
I/I |
(101,106) |
10,270,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-05 |
4 |
AS |
$118.88 |
$6,962,607 |
I/I |
(58,000) |
9,664,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-12-09 |
4 |
AS |
$119.70 |
$36,846,512 |
I/I |
(304,000) |
7,712,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-09 |
4 |
AS |
$120.03 |
$77,780 |
I/I |
(648) |
9,662,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-12-07 |
4 |
AS |
$120.07 |
$13,054,620 |
I/I |
(108,000) |
8,132,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-02-09 |
4 |
AS |
$120.09 |
$960,749 |
I/I |
(8,000) |
10,574,010 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-09 |
4 |
AS |
$120.11 |
$36,452,423 |
I/I |
(303,333) |
8,887,717 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-02-10 |
4 |
AS |
$120.17 |
$320,856 |
I/I |
(2,670) |
10,571,340 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-03 |
4 |
AS |
$120.25 |
$983,621 |
I/I |
(8,000) |
8,870,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-12 |
4 |
AS |
$120.42 |
$963,322 |
I/I |
(8,000) |
8,879,717 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-19 |
4 |
AS |
$120.43 |
$73,821 |
I/I |
(613) |
9,605,717 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-02 |
4 |
AS |
$120.55 |
$206,621 |
I/I |
(1,700) |
8,878,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-03 |
4 |
AS |
$120.60 |
$7,048,790 |
I/I |
(58,000) |
9,780,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-08 |
4 |
AS |
$120.61 |
$151,481 |
I/I |
(1,256) |
9,662,978 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-07-28 |
4 |
AS |
$120.66 |
$997,451 |
I/I |
(8,000) |
10,012,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-04 |
4 |
AS |
$120.71 |
$7,010,020 |
I/I |
(58,000) |
9,722,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-02 |
4 |
AS |
$121.02 |
$7,029,535 |
I/I |
(58,000) |
9,838,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-10 |
4 |
AS |
$121.08 |
$982,584 |
I/I |
(8,000) |
9,654,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-12-06 |
4 |
AS |
$121.19 |
$973,233 |
I/I |
(8,000) |
8,240,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-01 |
4 |
AS |
$121.59 |
$7,086,676 |
I/I |
(58,000) |
9,896,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-17 |
4 |
AS |
$121.81 |
$975,324 |
I/I |
(8,000) |
9,614,330 |
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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