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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   $22,513,491    

Indirect Value

  $1,029,190,491      
Total Shares   6,003,191      
Total Value   $1,051,703,982      


Rockwell  Automation Inc
 $19,918,381 PTC INC
 $2,595,110 Rockwell  Automation Inc
 $19,918,381 PTC INC
 $2,595,110
 


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*  
* Premium Members only  

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

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  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   •       •      –    2019-07-02 4 AS $161.53 $47,974 D/D (297) 39,695 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-08-02 4 S $164.88 $511,120 D/D (3,100) 21,126 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   •       •      –    2017-09-12 4 AS $170.08 $51,025 D/D (300) 21,126 0 -
ROK Rockwell Automation Inc President and CEO   •       •      –    2017-09-13 4 AS $170.10 $914,613 D/D (5,377) 21,126 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   •       •      –    2018-12-04 4 AS $175.89 $982,593 D/D (5,584) 39,992 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   •       •      –    2019-11-04 4 AS $179.61 $1,311,576 D/D (7,300) 39,695 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   •       •      –    2019-11-26 4 D $196.32 $96,000 D/D (489) 40,406 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 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   •       •      –    2020-11-12 4 AS $238.18 $3,564,026 D/D (14,896) 46,413 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2020-11-13 4 AS $238.27 $1,382,913 D/D (5,804) 46,413 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2020-12-09 4 AS $249.65 $1,321,153 D/D (5,285) 48,885 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-07 4 AS $255.26 $2,275,344 D/D (8,867) 64,699 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-08 4 AS $256.75 $291,930 D/D (1,137) 66,128 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2022-12-12 4 AS $258.35 $305,862 D/D (1,183) 67,580 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2021-01-21 4 AS $268.08 $4,530,618 D/D (16,900) 48,885 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-12-08 4 AS $278.73 $318,583 D/D (1,143) 65,848 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-12-11 4 AS $279.62 $1,858,207 D/D (6,644) 73,715 0 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2024-02-12 4 B $283.65 $992,758 D/D 3,500 77,215 2.81 %
ROK Rockwell Automation Inc President and CEO   •       •      –    2023-06-09 4 AS $305.00 $7,198,000 D/D (23,600) 69,280 0 %

  228  Records found
  1   2   3   4   5   6   7   8   9  10      
  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