| |
| |
|
| 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 6 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 |
|
– • – |
2023-05-15 |
4 |
AS |
$129.39 |
$5,226,573 |
I/I |
(40,000) |
6,474,130 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-16 |
4 |
AS |
$129.89 |
$3,276,427 |
I/I |
(25,225) |
6,448,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-17 |
4 |
AS |
$130.20 |
$10,490,623 |
I/I |
(80,000) |
6,368,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-18 |
4 |
AS |
$131.92 |
$10,650,131 |
I/I |
(80,000) |
6,288,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-19 |
4 |
AS |
$134.05 |
$10,725,549 |
I/I |
(80,000) |
6,208,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-22 |
4 |
AS |
$134.59 |
$5,383,688 |
I/I |
(40,000) |
6,168,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-23 |
4 |
AS |
$131.28 |
$5,266,887 |
I/I |
(40,000) |
6,128,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-24 |
4 |
AS |
$130.15 |
$5,208,295 |
I/I |
(40,000) |
6,088,905 |
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 |
|
– • – |
2023-07-28 |
4 |
S |
$141.97 |
$11,600,126 |
I/I |
(80,000) |
5,990,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-07-31 |
4 |
S |
$144.65 |
$11,646,577 |
I/I |
(80,000) |
5,910,905 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
910 |
20,612 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2016-12-04 |
4 |
OE |
$0.00 |
$0 |
D/D |
390 |
21,002 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2016-12-05 |
4 |
AS |
$135.96 |
$85,111 |
D/D |
(626) |
20,376 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2016-12-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,850 |
24,226 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-08-02 |
4 |
S |
$164.88 |
$511,120 |
D/D |
(3,100) |
21,126 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-12 |
4 |
OE |
$69.57 |
$20,871 |
D/D |
300 |
21,426 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-12 |
4 |
AS |
$170.08 |
$51,025 |
D/D |
(300) |
21,126 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-13 |
4 |
AS |
$170.10 |
$914,613 |
D/D |
(5,377) |
21,126 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-13 |
4 |
OE |
$69.57 |
$374,078 |
D/D |
5,377 |
26,503 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-14 |
4 |
OE |
$69.57 |
$119,869 |
D/D |
1,723 |
22,849 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-09-14 |
4 |
AS |
$170.06 |
$293,016 |
D/D |
(1,723) |
21,126 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-12-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
9,594 |
30,720 |
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 |
• • – |
2017-12-08 |
4 |
A |
$0.00 |
$0 |
D/D |
3,500 |
28,911 |
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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