| |
| |
|
| 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 |
|
– • – |
2022-11-17 |
4 |
AS |
$123.70 |
$997,052 |
I/I |
(8,000) |
8,772,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-11 |
4 |
AS |
$123.72 |
$991,493 |
I/I |
(8,000) |
9,646,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-16 |
4 |
AS |
$123.79 |
$991,314 |
I/I |
(8,000) |
9,622,330 |
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 |
|
– • – |
2023-03-29 |
4 |
AS |
$123.91 |
$2,483,388 |
I/I |
(20,000) |
7,175,832 |
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 |
|
– • – |
2022-11-23 |
4 |
AS |
$124.06 |
$7,211,749 |
I/I |
(58,000) |
8,540,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-12 |
4 |
AS |
$124.32 |
$996,476 |
I/I |
(8,000) |
9,638,330 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-09 |
4 |
AS |
$124.33 |
$1,002,888 |
I/I |
(8,000) |
8,838,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-08 |
4 |
AS |
$124.46 |
$1,006,735 |
I/I |
(8,000) |
8,846,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-12-02 |
4 |
AS |
$124.63 |
$15,770,167 |
I/I |
(125,000) |
8,252,998 |
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 |
|
– • – |
2023-03-03 |
4 |
AS |
$124.79 |
$2,496,318 |
I/I |
(20,000) |
7,305,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-24 |
4 |
AS |
$124.81 |
$2,507,818 |
I/I |
(20,000) |
6,834,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-03 |
4 |
AS |
$124.99 |
$2,505,018 |
I/I |
(20,000) |
6,694,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-06 |
4 |
AS |
$125.07 |
$2,503,811 |
I/I |
(20,000) |
7,055,832 |
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 |
|
– • – |
2023-05-02 |
4 |
AS |
$125.13 |
$2,503,684 |
I/I |
(20,000) |
6,714,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-20 |
4 |
AS |
$125.16 |
$2,510,578 |
I/I |
(20,000) |
6,874,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-04 |
4 |
AS |
$125.32 |
$2,508,681 |
I/I |
(20,000) |
6,674,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-28 |
4 |
AS |
$125.51 |
$2,525,567 |
I/I |
(20,000) |
7,365,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-01 |
4 |
AS |
$125.65 |
$2,518,246 |
I/I |
(20,000) |
6,734,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-11 |
4 |
AS |
$125.82 |
$2,518,387 |
I/I |
(20,000) |
7,015,832 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2014-04-02 |
4 |
AS |
$125.96 |
$54,919 |
D/D |
(436) |
12,805 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2023-04-21 |
4 |
AS |
$126.24 |
$2,527,014 |
I/I |
(20,000) |
6,854,534 |
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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