๐Ÿ•ต๏ธ Winmark Corp ($WINA)

SEC insider & ownership activity, last 12 months ยท CIK 908315 ยท every row links its SEC filing

Over the last 12 months insiders sold $7.9M against $103K of open-market buying. Brett D. Heffes sold $3.4M (Aug). 1 planned sale is pending, the largest $525K (Jenele C. Grassle). No red-flag 8-Ks in the window.

๐Ÿšจ 1 signal active โ€” planned-vs-executed verdicts, pre-event flags, and cluster context live in the API and the alerts bot.
Aug 2025: net -$3.3M Sep 2025: net -$430K Oct 2025: net -$501K Nov 2025: net -$1.0M Dec 2025: net +$0 Jan 2026: net +$0 Mar 2026: net -$2.6M Mar 2026: net -$2.6M Apr 2026: net +$0 May 2026: net +$0 Jun 2026: net +$0 Jul 2026: net +$0
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

1 buyer, $103K (1 lots) ยท 5 sellers, $7.9M (15 lots)

InsiderBuysBoughtSellsSoldLast
Brett D. Heffes0โ€“ 8$3.4MAug 27, 2025
Jenele C. Grassle0โ€“ 2$2.9MMar 4, 2026
Percy C. Tomlinson Jr.0โ€“ 1$764KMar 3, 2026
Renae M. Gaudette0โ€“ 2$501KOct 24, 2025
Lawrence A. Barbetta0โ€“ 2$430KSep 17, 2025
Sprenger Gina Decaro1$103K 0โ€“Aug 13, 2025

5%+ holders

HolderStakeClassScheduleEvent
Blackrock, Inc. 12.1% 13GFeb 6, 2026 filing โ†—
Renaissance Technologies LLC 6.2% 13GAug 13, 2025 filing โ†—
Renaissance Technologies Holdings Corporation 6.2% 13GAug 13, 2025 filing โ†—
First Trust Portfolios L.P. 5.3% 13GJul 27, 2026 filing โ†—
First Trust Advisors L.P. 5.3% 13GJul 27, 2026 filing โ†—
The Charger Corporation 5.3% 13GJul 27, 2026 filing โ†—

Planned insider sales (Form 144)

SellerPlannedApprox. sale date
Jenele C. Grassle$525KJul 14, 2026 filing โ†—
Jenele C. Grassle$1.1MMay 7, 2026 filing โ†—
Jenele C. Grassle$1.9MMar 4, 2026 filing โ†—
Tomlinson Family REV TR DTD 8/25/16$752KMar 3, 2026 filing โ†—
Jenele C. Grassle$1.0MNov 21, 2025 filing โ†—
Renae Gaudette$500KOct 24, 2025 filing โ†—
Lawrence A. Barbetta$430KSep 17, 2025 filing โ†—
Brett D. Heffes$2.2MAug 27, 2025 filing โ†—
Brett D. Heffes$1.1MAug 26, 2025 filing โ†—

Material events (8-K)

ItemEvent date
Earnings (2.02)Jul 15, 2026 filing โ†—
Reg FD disclosure (7.01)Jul 15, 2026 filing โ†—
Other events (8.01)Jul 15, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jul 15, 2026 filing โ†—
Officer/director changes (5.02)May 5, 2026 filing โ†—
Financial Statements and Exhibits (9.01)May 5, 2026 filing โ†—
Shareholder vote (5.07)Apr 22, 2026 filing โ†—
Earnings (2.02)Apr 15, 2026 filing โ†—
Reg FD disclosure (7.01)Apr 15, 2026 filing โ†—
Other events (8.01)Apr 15, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Apr 15, 2026 filing โ†—
Other events (8.01)Mar 16, 2026 filing โ†—
Earnings (2.02)Feb 18, 2026 filing โ†—
Reg FD disclosure (7.01)Feb 18, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Feb 18, 2026 filing โ†—
Reg FD disclosure (7.01)Jan 28, 2026 filing โ†—
Other events (8.01)Jan 28, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jan 28, 2026 filing โ†—
Earnings (2.02)Oct 15, 2025 filing โ†—
Reg FD disclosure (7.01)Oct 15, 2025 filing โ†—
Other events (8.01)Oct 15, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Oct 15, 2025 filing โ†—
Officer/director changes (5.02)Aug 6, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Aug 6, 2025 filing โ†—