| |
| |
|
| 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 |
$22,449,537 |
|
|
|
Indirect Value
|
$1,027,712,635 |
|
|
| Total
Shares |
6,003,191 |
|
|
| Total
Value |
$1,050,162,172 |
|
|
|
|
|
|
|
|
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* |
|
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|
|
|
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|
|
|
Records found :
228 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 9 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 |
• • – |
2021-12-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,635 |
59,495 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,727 |
12,824 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,311 |
73,566 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,566 |
67,265 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2022-12-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,635 |
68,763 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2023-02-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,081 |
14,905 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-05-15 |
4 |
OE |
$108.89 |
$190,553 |
D/D |
1,700 |
69,280 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-06-09 |
4 |
OE |
$115.69 |
$2,730,284 |
D/D |
23,600 |
92,880 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,566 |
66,991 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-09 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,849 |
69,697 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2023-12-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,662 |
80,359 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2012-11-20 |
4 |
S |
$77.97 |
$207,798 |
D/D |
(2,665) |
8,902 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
SVP |
• – – |
2015-11-25 |
4 |
S |
$104.92 |
$157,384 |
D/D |
(1,500) |
15,249 |
0 |
- |
|
| ROK |
Rockwell Automation Inc |
President and CEO |
• • – |
2017-08-02 |
4 |
S |
$164.88 |
$511,120 |
D/D |
(3,100) |
21,126 |
0 |
- |
|
| PTC |
PTC INC |
|
– • – |
2022-06-02 |
4 |
S |
$116.59 |
$11,845,501 |
I/I |
(100,000) |
10,471,340 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-03 |
4 |
S |
$117.58 |
$11,799,033 |
I/I |
(100,000) |
10,371,340 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-06 |
4 |
S |
$117.94 |
$12,011,855 |
I/I |
(101,106) |
10,270,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-07 |
4 |
S |
$115.76 |
$11,744,165 |
I/I |
(100,000) |
10,170,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-08 |
4 |
S |
$115.91 |
$11,662,413 |
I/I |
(100,000) |
10,070,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-06-09 |
4 |
S |
$113.35 |
$5,710,415 |
I/I |
(50,000) |
10,020,234 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-08-31 |
4 |
S |
$115.23 |
$4,063,957 |
I/I |
(35,267) |
9,570,450 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-01 |
4 |
S |
$115.01 |
$2,711,568 |
I/I |
(23,576) |
9,546,874 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-02 |
4 |
S |
$115.15 |
$14,505,678 |
I/I |
(125,000) |
9,421,874 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-06 |
4 |
S |
$115.17 |
$3,550,016 |
I/I |
(30,824) |
9,391,050 |
0 |
% |
|
| PTC |
PTC INC |
|
– • – |
2022-09-07 |
4 |
S |
$115.44 |
$11,739,844 |
I/I |
(100,000) |
9,291,050 |
0 |
% |
|
228 Records found
|
|
Page 9 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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|
