| |
| |
|
| 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 5 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 |
|
– • – |
2022-12-08 |
4 |
AS |
$121.85 |
$14,181,479 |
I/I |
(116,000) |
8,016,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-22 |
4 |
AS |
$121.94 |
$7,183,830 |
I/I |
(58,000) |
8,598,644 |
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 |
|
– • – |
2022-08-18 |
4 |
AS |
$122.31 |
$978,500 |
I/I |
(8,000) |
9,606,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-04 |
4 |
AS |
$122.43 |
$986,924 |
I/I |
(8,000) |
8,862,017 |
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 |
|
– • – |
2023-04-27 |
4 |
AS |
$122.55 |
$2,461,390 |
I/I |
(20,000) |
6,774,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-28 |
4 |
AS |
$122.59 |
$2,511,731 |
I/I |
(20,000) |
6,754,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-12-05 |
4 |
AS |
$122.60 |
$492,811 |
I/I |
(4,000) |
8,248,998 |
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 |
|
– • – |
2023-04-25 |
4 |
AS |
$122.81 |
$2,483,475 |
I/I |
(20,000) |
6,814,534 |
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 |
|
– • – |
2022-11-28 |
4 |
AS |
$122.86 |
$5,919,901 |
I/I |
(48,000) |
8,434,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-18 |
4 |
AS |
$122.89 |
$7,133,424 |
I/I |
(58,000) |
8,714,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-21 |
4 |
AS |
$122.92 |
$7,153,843 |
I/I |
(58,000) |
8,656,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-29 |
4 |
AS |
$122.92 |
$448,381 |
I/I |
(3,646) |
8,430,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-30 |
4 |
AS |
$122.99 |
$4,123,725 |
I/I |
(33,000) |
8,397,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-07-29 |
4 |
AS |
$123.22 |
$7,171,572 |
I/I |
(58,000) |
9,954,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-25 |
4 |
AS |
$123.23 |
$7,199,991 |
I/I |
(58,000) |
8,482,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-03-06 |
4 |
AS |
$123.52 |
$2,490,541 |
I/I |
(20,000) |
7,285,064 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2014-04-16 |
4 |
AS |
$123.54 |
$1,133,347 |
D/D |
(9,100) |
12,805 |
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 |
|
– • – |
2022-12-12 |
4 |
AS |
$123.68 |
$900,530 |
I/I |
(7,281) |
7,705,717 |
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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