Brett D Heffes sold $3.6M of WINA
CHAIR AND CEO at WINMARK CORP. 8,997 shares at an average of $396.36, traded Nov 5, 2024, filed Nov 7, 2024.
Score components
- +25RoleCEO
- +25Trade size$3.6M at market
- 0Share of holdings soldSold 7.7% of holdings
- +8Cluster2 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +0.8%, 3m -3.8%, 6m -2.8%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001415889-24-026346, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 5, 2024 | MOption exercise Common Stock | +3,497 | $143.20 | $501k | 114,997 | Nov 7, 2024 |
| Nov 5, 2024 | MOption exercise Common Stock | +2,000 | $156.00 | $312k | 116,997 | Nov 7, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock | -168 | $395.49 | $66k | 116,829 | Nov 7, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock | -1,150 | $395.00 | $454k | 115,679 | Nov 7, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock | -166 | $393.64 | $65k | 115,513 | Nov 7, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock | -2,113 | $392.92 | $830k | 113,400 | Nov 7, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock | -1,900 | $390.00 | $741k | 111,500 | Nov 7, 2024 |
| Nov 5, 2024 | MOption exercise Common Stock | +695 | $143.87 | $100k | 112,195 | Nov 7, 2024 |
| Nov 5, 2024 | MOption exercise Common Stock | +305 | $143.20 | $44k | 112,500 | Nov 7, 2024 |
| Nov 6, 2024 | MOption exercise Common Stock | +500 | $143.20 | $72k | 113,000 | Nov 7, 2024 |
| Nov 6, 2024 | MOption exercise Common Stock | +3,000 | $156.00 | $468k | 116,000 | Nov 7, 2024 |
| Nov 6, 2024 | SOpen-market sale Common Stock | -502 | $405.00 | $203k | 115,498 | Nov 7, 2024 |
| Nov 6, 2024 | SOpen-market sale Common Stock | -1,100 | $402.76 | $443k | 114,398 | Nov 7, 2024 |
| Nov 6, 2024 | SOpen-market sale Common Stock | -1,598 | $401.94 | $642k | 112,800 | Nov 7, 2024 |
| Nov 6, 2024 | SOpen-market sale Common Stock | -300 | $400.50 | $120k | 112,500 | Nov 7, 2024 |
| Nov 5, 2024 | MOption exercise Employee Stock Option (right to buy)derivative | -4,302 | $143.20 | $616k | 0 | Nov 7, 2024 |
| Nov 5, 2024 | MOption exercise Employee Stock Option (right to buy)derivative | -5,000 | $156.00 | $780k | 0 | Nov 7, 2024 |
| Nov 5, 2024 | MOption exercise Employee Stock Option (right to buy)derivative | -695 | $143.87 | $100k | 3,305 | Nov 7, 2024 |
Related signals
Other insiders at WINMARK CORP and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 68Notable | WINMARK CORP | Jenele C Grassle director | $1.9M 3,900 shares | -61% | |
| 65Notable | WINMARK CORP | Percy C Tomlinson Jr director | $764k 1,660 shares | -67% | |
| 35Weak | WINAsell WINMARK CORP | Jenele C Grassle director | $1.0M 2,400 shares | -49% | |
| 23Weak | WINAsell WINMARK CORP | Renae M. Gaudette CHIEF OPERATING OFFICER | $501k 1,200 shares | -6% | |
| 52Moderate | WINAsell WINMARK CORP | Lawrence A Barbetta director | $430k 852 shares | -57% | |
| 35Weak | WINAsell WINMARK CORP | Brett D Heffes CHAIR AND CEO | $3.4M 7,412 shares | -6% | |
| 33Weak | WINAbuy WINMARK CORP | Gina Decaro Sprenger director | $103k 250 shares | - | |
| 40Moderate | WINMARK CORP | Anthony D Ishaug CHIEF FINANCIAL OFFICER | $1.7M 4,000 shares | -7% | |
| 54Moderate | WINMARK CORP | Jenele C Grassle director | $685k 1,600 shares | -39% | |
| 34Weak | WINMARK CORP | Anthony D Ishaug CHIEF FINANCIAL OFFICER | $587k 1,600 shares | -3% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.