Winmark Corp insider trading
Every open-market purchase and sale by Winmark Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Winmark Corp’s insiders pay?
From January 12, 2010 to October 23, 2026, 22 insiders reported 52 open-market purchases and 185 sales not made under a pre-set plan in Winmark Corp. Twelve months after each purchase was reported, the shares were +28.8% against the S&P 500 on average (median +32.2%), over 52 purchases with a full year of prices; 77% beat the index. After sales, the shares moved +1.9% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on January 13, 2010 into $73,309 by November 2, 2026, +12.6% a year. It held shares 44% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $30,031 (+6.8% a year), and held throughout $88,655 (+13.9%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Morgan John L | Chairman & CEO | 45 | +26.6% (45) | 76% | 1 | +3.0% (1) | May 15, 2015 |
| Olson Ronald G | 10% owner | 0 | — | — | 38 | +15.8% (38) | November 26, 2024 |
| Heffes Brett D | CHAIR AND CEO | 0 | — | — | 22 | 0.0% (22) | August 28, 2025 |
| Zola Steven C | President, Winmark Capital | 2 | +58.9% (2) | 100% | 14 | +3.3% (14) | May 7, 2019 |
| Grassle Jenele C | Director | 0 | — | — | 13 | +6.1% (11) | March 5, 2026 |
| Ishaug Anthony D | CHIEF FINANCIAL OFFICER | 0 | — | — | 12 | −1.3% (12) | June 2, 2025 |
| Barbetta Lawrence A | Director | 0 | — | — | 11 | −8.8% (11) | September 18, 2025 |
| Murphy Steven | President of Franchising | 1 | +69.4% (1) | 100% | 10 | −6.6% (10) | July 30, 2019 |
| Goff Leah A | VP OF HUMAN RESOURCES | 0 | — | — | 10 | +5.8% (10) | March 14, 2022 |
| Reyelts Paul C | Director | 0 | — | — | 9 | −1.0% (9) | March 17, 2023 |
| Wilson Mark L | Director | 0 | — | — | 9 | −4.3% (9) | November 22, 2023 |
| Phillips Dean B | Director | 0 | — | — | 7 | −5.6% (7) | January 23, 2014 |
| Nine Ten Partners LP | 10% owner | 0 | — | — | 6 | −3.3% (6) | April 4, 2017 |
| Gaudette Renae M. | CHIEF OPERATING OFFICER | 0 | — | — | 5 | −30.7% (4) | October 23, 2026 |
| Mackenzie Kirk A | Director | 1 | +61.9% (1) | 100% | 4 | −1.0% (4) | September 8, 2017 |
| Bares Brian Timothy | 10% owner | 0 | — | — | 3 | −7.1% (3) | February 8, 2017 |
| Bradshaw James Shel | 10% owner | 0 | — | — | 3 | −5.4% (3) | February 6, 2017 |
| Nine Ten Capital Management LLC | 10% owner | 0 | — | — | 3 | +0.9% (3) | November 7, 2016 |
| Tomlinson Percy C Jr | Director | 2 | +44.0% (2) | 100% | 1 | — | March 3, 2026 |
| Hovey Merry Beth | VP of Marketing | 0 | — | — | 2 | +14.7% (2) | February 2, 2012 |
| Mollen Russell Chad | 10% owner | 0 | — | — | 2 | −8.4% (2) | November 23, 2016 |
| Sprenger Gina Decaro | Director | 1 | −36.7% (1) | 0% | 0 | — | August 13, 2025 |
When several insiders traded Winmark Corp
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Winmark Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +14.3% against the index. After 17 selling crowds, −2.7%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| October 31, 2025 | 3 selling | +9.6% | −11.8% | not yet |
| October 31, 2024 | 3 selling | −2.0% | +2.2% | −6.1% |
| November 30, 2023 | 3 selling | −28.8% | −32.6% | −34.2% |
| April 28, 2023 | 5 selling | −1.4% | +22.5% | −11.5% |
| November 30, 2021 | 5 selling | −3.6% | −13.6% | +6.6% |
| November 30, 2020 | 4 selling | −5.3% | −8.3% | +17.7% |
| July 31, 2019 | 4 selling | +5.9% | +6.4% | −16.3% |
| May 31, 2019 | 3 selling | −7.6% | −8.4% | −27.8% |
| August 31, 2018 | 6 selling | +4.1% | +15.4% | +4.5% |
| May 31, 2018 | 3 selling | −2.7% | +2.5% | +12.3% |
| September 29, 2017 | 4 selling | −8.5% | −5.6% | +5.1% |
| September 30, 2016 | 4 selling | +15.7% | −0.6% | +7.7% |