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Heffes Brett D's Form 4 filing

Winmark Corp (WINA) · filed Nov 3, 2022

Accession no.
0001415889-22-011059
Filed
Nov 3, 2022
Trade date
Nov 1-2, 2022
Filing delay
2 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 10 non-derivative transactions and 4 derivative transactions. Open-market sales total $1.99M. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Heffes Brett DCIK 0001237904Director, Officer (CHAIRMAN AND CEO)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Nov 1, 2022Common StockMOption exerciseAcquired+1,930$91.93+$177,424.9109,530Direct
Nov 1, 2022Common StockMOption exerciseAcquired+5,116$90.99+$465,504.84114,646Direct
Nov 1, 2022Common StockMOption exerciseAcquired+854$98.25+$83,905.5115,500Direct
Nov 1, 2022Common StockSSaleDisposed−537$253.97−$136,381.89114,963Direct
Nov 1, 2022Common StockSSaleDisposed−937$252.47−$236,564.39114,026Direct
Nov 1, 2022Common StockSSaleDisposed−2,917$251.71−$734,238.07111,109Direct
Nov 1, 2022Common StockSSaleDisposed−3,509$250.24−$878,092.16107,600Direct
Nov 1, 2022Common StockMOption exerciseAcquired+1,684$90.99+$153,227.16109,284Direct
Nov 1, 2022Common StockMOption exerciseAcquired+816$122.50+$99,960110,100Direct
Nov 2, 2022Common StockGGiftDisposed−1,600$0.00$0108,500Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Nov 1, 2022Common StockMOption exerciseDisposed−1,930$91.93−$177,424.90Direct
Nov 1, 2022Common StockMOption exerciseDisposed−6,800$90.99−$618,7320Direct
Nov 1, 2022Common StockMOption exerciseDisposed−3,983$98.25−$83,905.53,129Direct
Nov 1, 2022Common StockMOption exerciseDisposed−5,000$122.50−$99,9604,184Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)