| |
| |
|
| 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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Records found :
228 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 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 |
• • – |
2024-02-12 |
4 |
B |
$283.65 |
$992,758 |
D/D |
3,500 |
77,215 |
2.81 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-12 |
4 |
AS |
$124.32 |
$996,476 |
I/I |
(8,000) |
9,638,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-17 |
4 |
AS |
$123.70 |
$997,052 |
I/I |
(8,000) |
8,772,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-07-28 |
4 |
AS |
$120.66 |
$997,451 |
I/I |
(8,000) |
10,012,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-15 |
4 |
AS |
$125.12 |
$1,001,567 |
I/I |
(8,000) |
9,630,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-09 |
4 |
AS |
$124.33 |
$1,002,888 |
I/I |
(8,000) |
8,838,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-07 |
4 |
AS |
$123.90 |
$1,004,950 |
I/I |
(8,000) |
8,854,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-08 |
4 |
AS |
$124.46 |
$1,006,735 |
I/I |
(8,000) |
8,846,017 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-12-04 |
4 |
AS |
$190.75 |
$1,012,679 |
D/D |
(5,309) |
25,411 |
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 |
- |
|
| PTC |
PTC INC |
|
– • – |
2023-02-06 |
4 |
AS |
$129.12 |
$1,045,611 |
I/I |
(8,000) |
7,680,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-03 |
4 |
AS |
$130.08 |
$1,048,747 |
I/I |
(8,000) |
7,688,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-02 |
4 |
AS |
$129.87 |
$1,054,640 |
I/I |
(8,000) |
7,696,017 |
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 |
|
– • – |
2023-02-07 |
4 |
AS |
$131.79 |
$1,071,485 |
I/I |
(8,000) |
7,672,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-08 |
4 |
AS |
$134.46 |
$1,077,183 |
I/I |
(8,000) |
7,664,017 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2014-04-16 |
4 |
AS |
$123.54 |
$1,133,347 |
D/D |
(9,100) |
12,805 |
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 |
- |
|
| PTC |
PTC INC |
|
– • – |
2023-03-09 |
4 |
AS |
$122.49 |
$1,214,661 |
I/I |
(9,864) |
7,235,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-10 |
4 |
AS |
$129.46 |
$1,270,888 |
I/I |
(9,779) |
8,828,238 |
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 |
• • – |
2020-12-09 |
4 |
AS |
$249.65 |
$1,321,153 |
D/D |
(5,285) |
48,885 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-09 |
4 |
AS |
$134.78 |
$1,326,773 |
I/I |
(9,779) |
7,654,238 |
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 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-16 |
4 |
AS |
$130.09 |
$1,509,896 |
I/I |
(11,594) |
8,780,644 |
0 |
% |
|
228 Records found
|
|
Page 5 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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