| |
| |
|
| 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 |
$22,644,141 |
|
|
|
Indirect Value
|
$1,061,405,029 |
|
|
| Total
Shares |
6,003,191 |
|
|
| Total
Value |
$1,084,049,170 |
|
|
|
|
|
|
|
|
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 6 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 |
• • – |
2023-06-13 |
4 |
AS |
$315.00 |
$1,529,332 |
D/D |
(4,855) |
64,425 |
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 |
|
– • – |
2022-11-14 |
4 |
AS |
$130.46 |
$1,570,546 |
I/I |
(12,000) |
8,804,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-11 |
4 |
AS |
$130.33 |
$1,576,415 |
I/I |
(12,000) |
8,816,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-15 |
4 |
AS |
$130.98 |
$1,579,727 |
I/I |
(12,000) |
8,792,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-10 |
4 |
AS |
$132.41 |
$1,595,462 |
I/I |
(12,000) |
7,642,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-14 |
4 |
AS |
$133.50 |
$1,609,975 |
I/I |
(12,000) |
7,610,238 |
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 |
• • – |
2023-12-11 |
4 |
AS |
$279.62 |
$1,858,207 |
D/D |
(6,644) |
73,715 |
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 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-25 |
4 |
AS |
$130.40 |
$2,354,485 |
I/I |
(18,000) |
6,070,905 |
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 |
|
– • – |
2023-03-28 |
4 |
AS |
$122.83 |
$2,456,616 |
I/I |
(20,000) |
7,195,832 |
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 |
|
– • – |
2023-03-27 |
4 |
AS |
$122.72 |
$2,462,547 |
I/I |
(20,000) |
7,215,832 |
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 |
|
– • – |
2023-03-29 |
4 |
AS |
$123.91 |
$2,483,388 |
I/I |
(20,000) |
7,175,832 |
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 |
|
– • – |
2023-03-02 |
4 |
AS |
$123.56 |
$2,490,407 |
I/I |
(20,000) |
7,325,064 |
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 |
|
– • – |
2023-03-03 |
4 |
AS |
$124.79 |
$2,496,318 |
I/I |
(20,000) |
7,305,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-10 |
4 |
AS |
$124.00 |
$2,503,299 |
I/I |
(20,000) |
7,035,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-26 |
4 |
AS |
$124.70 |
$2,503,329 |
I/I |
(20,000) |
6,794,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-02 |
4 |
AS |
$125.13 |
$2,503,684 |
I/I |
(20,000) |
6,714,534 |
0 |
% |
|
228 Records found
|
|
Page 6 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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|
