| |
| |
|
| 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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|
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|
Records found :
228 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| PTC |
PTC INC |
|
– • – |
2023-02-03 |
4 |
AS |
$130.08 |
$1,048,747 |
I/I |
(8,000) |
7,688,017 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-16 |
4 |
AS |
$130.09 |
$1,509,896 |
I/I |
(11,594) |
8,780,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-17 |
4 |
AS |
$130.12 |
$5,209,282 |
I/I |
(40,000) |
7,550,644 |
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 |
|
– • – |
2023-05-17 |
4 |
AS |
$130.20 |
$10,490,623 |
I/I |
(80,000) |
6,368,905 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-11 |
4 |
AS |
$130.33 |
$1,576,415 |
I/I |
(12,000) |
8,816,238 |
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 |
|
– • – |
2022-11-14 |
4 |
AS |
$130.46 |
$1,570,546 |
I/I |
(12,000) |
8,804,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-11-15 |
4 |
AS |
$130.98 |
$1,579,727 |
I/I |
(12,000) |
8,792,238 |
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 |
|
– • – |
2023-02-16 |
4 |
AS |
$131.66 |
$1,057,856 |
I/I |
(8,000) |
7,590,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-07 |
4 |
AS |
$131.79 |
$1,071,485 |
I/I |
(8,000) |
7,672,017 |
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 |
|
– • – |
2023-02-10 |
4 |
AS |
$132.41 |
$1,595,462 |
I/I |
(12,000) |
7,642,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-15 |
4 |
AS |
$132.89 |
$1,543,826 |
I/I |
(11,594) |
7,598,644 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-13 |
4 |
AS |
$133.45 |
$2,669,063 |
I/I |
(20,000) |
7,622,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-14 |
4 |
AS |
$133.50 |
$1,609,975 |
I/I |
(12,000) |
7,610,238 |
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 |
|
– • – |
2023-02-08 |
4 |
AS |
$134.46 |
$1,077,183 |
I/I |
(8,000) |
7,664,017 |
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 |
|
– • – |
2023-02-09 |
4 |
AS |
$134.78 |
$1,326,773 |
I/I |
(9,779) |
7,654,238 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2023-02-01 |
4 |
AS |
$135.06 |
$229,760 |
I/I |
(1,700) |
7,704,017 |
0 |
% |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2016-12-05 |
4 |
AS |
$135.96 |
$85,111 |
D/D |
(626) |
20,376 |
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 |
% |
|
228 Records found
|
|
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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|
