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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   $23,126,274    

Indirect Value

   $1,081,739,469      
Total Shares   6,003,191      
Total Value   $1,104,865,743      


Rockwell Automation Inc $20,398,659 PTC INC $2,727,615 Rockwell Automation Inc $20,398,659 PTC INC $2,727,615
 


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*  
* Premium Members only  

Records found :    228         Free Registration Required For Full Results.    Limit: 25

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  Page 8 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   •       •      –    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 AS $170.06 $293,016 D/D (1,723) 21,126 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   •       •      –    2017-12-02 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 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-08-17 4 D $173.63 $96,365 D/D (555) 29,656 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-08-17 4 OE $74.14 $96,382 D/D 1,300 30,211 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-12-03 4 OE $0.00 $0 D/D 11,540 41,196 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-12-04 4 AS $175.89 $982,593 D/D (5,584) 39,992 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2018-12-04 4 A $0.00 $0 D/D 4,380 45,576 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-07-02 4 AS $161.53 $47,974 D/D (297) 39,695 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-10-28 4 AS $179.07 $304,416 D/D (1,700) 39,695 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-10-28 4 OE $97.00 $164,900 D/D 1,700 41,395 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-11-04 4 AS $179.61 $1,311,576 D/D (7,300) 39,695 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-11-04 4 OE $97.00 $708,100 D/D 7,300 46,995 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-11-26 4 OE $80.11 $96,132 D/D 1,200 40,895 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-11-26 4 D $196.32 $96,000 D/D (489) 40,406 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-12-05 4 A $0.00 $0 D/D 4,280 44,686 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-12-06 4 OE $0.00 $0 D/D 6,592 51,278 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2019-12-09 4 AS $198.98 $968,030 D/D (4,865) 46,413 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2020-05-18 4 OE $74.14 $1,017,127 D/D 13,719 60,132 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2020-05-18 4 AS $209.10 $2,868,666 D/D (13,719) 46,413 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2020-05-26 4 AS $209.10 $665,155 D/D (3,181) 46,413 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2020-05-26 4 OE $74.14 $235,839 D/D 3,181 49,594 0 -
  228  Records found
  1   2   3   4   5   6   7   8  9   10      
  Page 8 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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