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Insider
Information: |
Moret Blake D. |
Relationship: |
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City: |
Milwaukee |
State: |
WI |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
92,120 |
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Indirect Shares
|
5,911,071 |
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Direct
Value |
$23,126,274 |
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Indirect Value
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$1,081,739,469 |
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Total
Shares |
6,003,191 |
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Total
Value |
$1,104,865,743 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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1
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14
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Stock
price went up :
|
0
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14
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Stock
price went down : |
1
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0
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Gain/Loss Ratio : |
-1.0
|
14.0
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Percentage
Gain/Loss : |
-6.6%
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163.9%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Rockwell Automation Inc |
ROK |
President and CEO, Dir... |
2024-02-12 |
77,215 |
2024-02-12 |
166 |
Premium* |
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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
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Download |
Page 6 of 10
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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|
3m +/- |
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|
Form |
PTC |
PTC INC |
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|
2023-05-15 |
4 |
AS |
$129.39 |
$5,226,573 |
I/I |
(40,000) |
6,474,130 |
0 |
% |
|
PTC |
PTC INC |
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|
2023-05-16 |
4 |
AS |
$129.89 |
$3,276,427 |
I/I |
(25,225) |
6,448,905 |
0 |
% |
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PTC |
PTC INC |
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|
2023-05-17 |
4 |
AS |
$130.20 |
$10,490,623 |
I/I |
(80,000) |
6,368,905 |
0 |
% |
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PTC |
PTC INC |
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|
2023-05-18 |
4 |
AS |
$131.92 |
$10,650,131 |
I/I |
(80,000) |
6,288,905 |
0 |
% |
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PTC |
PTC INC |
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|
2023-05-19 |
4 |
AS |
$134.05 |
$10,725,549 |
I/I |
(80,000) |
6,208,905 |
0 |
% |
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PTC |
PTC INC |
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2023-05-22 |
4 |
AS |
$134.59 |
$5,383,688 |
I/I |
(40,000) |
6,168,905 |
0 |
% |
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PTC |
PTC INC |
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2023-05-23 |
4 |
AS |
$131.28 |
$5,266,887 |
I/I |
(40,000) |
6,128,905 |
0 |
% |
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PTC |
PTC INC |
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|
2023-05-24 |
4 |
AS |
$130.15 |
$5,208,295 |
I/I |
(40,000) |
6,088,905 |
0 |
% |
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PTC |
PTC INC |
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2023-05-25 |
4 |
AS |
$130.40 |
$2,354,485 |
I/I |
(18,000) |
6,070,905 |
0 |
% |
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PTC |
PTC INC |
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2023-07-28 |
4 |
S |
$141.97 |
$11,600,126 |
I/I |
(80,000) |
5,990,905 |
0 |
% |
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PTC |
PTC INC |
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|
2023-07-31 |
4 |
S |
$144.65 |
$11,646,577 |
I/I |
(80,000) |
5,910,905 |
0 |
% |
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ROK |
Rockwell Automation Inc |
SVP |
|
2011-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,240 |
6,690 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
|
2011-04-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,450 |
|
- |
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ROK |
Rockwell Automation Inc |
SVP |
|
2011-04-01 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
839 |
|
- |
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ROK |
Rockwell Automation Inc |
SVP |
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2011-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,440 |
8,130 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
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2011-12-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,000 |
12,130 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
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2011-12-05 |
4 |
AS |
$76.13 |
$126,445 |
D/D |
(1,661) |
10,469 |
0 |
- |
|
ROK |
Rockwell Automation Inc |
SVP |
|
2012-10-10 |
4 |
AS |
$69.29 |
$108,579 |
D/D |
(1,567) |
8,902 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
|
2012-11-20 |
4 |
S |
$77.97 |
$207,798 |
D/D |
(2,665) |
8,902 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
|
2012-11-20 |
4 |
OE |
$29.37 |
$78,271 |
D/D |
2,665 |
11,567 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
|
2012-12-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,720 |
10,622 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
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2012-12-09 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,595 |
13,217 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
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2012-12-10 |
4 |
AS |
$80.49 |
$114,614 |
D/D |
(1,424) |
11,793 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
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2013-09-10 |
4 |
AS |
$103.00 |
$480,907 |
D/D |
(4,669) |
11,793 |
0 |
- |
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ROK |
Rockwell Automation Inc |
SVP |
|
2013-09-10 |
4 |
OE |
$29.37 |
$137,129 |
D/D |
4,669 |
16,462 |
0 |
- |
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228 Records found
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Page 6 of 10 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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