| |
| |
|
| 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 7 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 |
|
– • – |
2023-02-27 |
4 |
AS |
$126.37 |
$2,535,147 |
I/I |
(20,000) |
7,385,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-12 |
4 |
AS |
$126.45 |
$2,536,050 |
I/I |
(20,000) |
6,995,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-19 |
4 |
AS |
$126.45 |
$2,529,311 |
I/I |
(20,000) |
6,894,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-05 |
4 |
AS |
$126.45 |
$2,564,646 |
I/I |
(20,000) |
6,654,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-05 |
4 |
AS |
$126.52 |
$2,531,669 |
I/I |
(20,000) |
7,075,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-24 |
4 |
AS |
$127.15 |
$2,545,126 |
I/I |
(20,000) |
7,405,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-13 |
4 |
AS |
$127.30 |
$2,556,524 |
I/I |
(20,000) |
6,975,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-12-01 |
4 |
AS |
$127.41 |
$2,548,440 |
I/I |
(20,000) |
8,377,998 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-04 |
4 |
AS |
$127.44 |
$2,549,657 |
I/I |
(20,000) |
7,095,832 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-14 |
4 |
AS |
$127.55 |
$2,570,914 |
I/I |
(20,100) |
6,955,732 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-18 |
4 |
AS |
$127.93 |
$2,718,827 |
I/I |
(21,198) |
6,914,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-22 |
4 |
AS |
$128.19 |
$2,810,876 |
I/I |
(21,779) |
7,505,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-04-17 |
4 |
AS |
$128.42 |
$2,570,365 |
I/I |
(20,000) |
6,935,732 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-08 |
4 |
AS |
$128.65 |
$2,583,907 |
I/I |
(20,000) |
6,634,534 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-06 |
4 |
AS |
$129.12 |
$1,045,611 |
I/I |
(8,000) |
7,680,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-09 |
4 |
AS |
$129.19 |
$2,610,825 |
I/I |
(20,200) |
6,614,334 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-11 |
4 |
AS |
$129.26 |
$2,612,014 |
I/I |
(20,204) |
6,554,130 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-21 |
4 |
AS |
$129.28 |
$3,083,211 |
I/I |
(23,801) |
7,526,843 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-15 |
4 |
AS |
$129.39 |
$5,226,573 |
I/I |
(40,000) |
6,474,130 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-10 |
4 |
AS |
$129.46 |
$1,270,888 |
I/I |
(9,779) |
8,828,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-05-10 |
4 |
AS |
$129.83 |
$5,216,749 |
I/I |
(40,000) |
6,574,334 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-23 |
4 |
AS |
$129.85 |
$10,404,486 |
I/I |
(80,000) |
7,425,064 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-02 |
4 |
AS |
$129.87 |
$1,054,640 |
I/I |
(8,000) |
7,696,017 |
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 |
|
– • – |
2023-05-12 |
4 |
AS |
$130.00 |
$5,200,349 |
I/I |
(40,000) |
6,514,130 |
0 |
% |
|
228 Records found
|
|
Page 7 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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