Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINMARK CORPWINA · Entity 4859 | Director | December 25, 2021 | February 07, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WINMARK CORP
Report date December 25, 2021 · Filed February 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectKirk A MacKenzie Revocable Trust | 32,503 |
Reported balance
After 2021-12-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-14 · Gift · Disposed 1,600 · Balance 32,503 |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.17 · Expires 2022-06-01 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,000 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.72 · Expires 2022-12-13 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,000 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $59.77 · Expires 2023-06-01 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,000 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.72 · Expires 2023-12-16 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,000 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.29 · Expires 2024-06-01 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,000 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $80.32 · Expires 2024-12-15 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,000 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.93 · Expires 2025-06-01 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $90.99 · Expires 2025-12-14 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $98.25 · Expires 2026-06-01 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $125.50 · Expires 2026-12-12 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.50 · Expires 2027-06-01 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $134.25 · Expires 2027-12-11 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $143.20 · Expires 2028-06-01 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $156.00 · Expires 2028-12-11 | Direct | 800 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 800 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $164.84 · Expires 2029-06-01 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 750 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $176.20 · Expires 2029-12-16 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 750 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $143.87 · Expires 2030-06-01 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 750 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $183.87 · Expires 2030-12-14 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 750 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $195.82 · Expires 2031-06-01 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 750 F1: 25% per year for four years |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $261.32 · Expires 2031-12-13 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-12-25 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 750 F1: 25% per year for four years |
Filing footnotes · ownership attribution and instrument terms
F1: 25% per year for four years
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 14, 2021 Filed Feb 7, 2022 14:55 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001083 · form5-02072022_110236.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 32,503 Read SEC document |
| December 13, 2021 Filed Dec 13, 2021 16:32 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Stock Option (right to buy) · Derivative | 750 | $261.32 Strike: $261.32 | $195,990.00 |
DisclosureSEC source: 0001179110-21-010873 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2031-12-13 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 10:41 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNonemployee Director Stock Option (right to buy) · Derivative | 1,000 | $53.34 Strike: $53.34 | $53,340.00 |
DisclosureSEC source: 0001179110-21-009802 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2021-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 10:41 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,000 | $53.34 | $53,340.00 |
DisclosureSEC source: 0001179110-21-009802 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2021 Filed Jun 1, 2021 17:30 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 750 | $195.82 Strike: $195.82 | $146,865.00 |
DisclosureSEC source: 0001179110-21-006174 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2031-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| May 06, 2021 Filed May 6, 2021 16:39 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,000 | $37.76 Strike: $37.76 | $37,760.00 |
DisclosureSEC source: 0001179110-21-004955 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2021-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| May 06, 2021 Filed May 6, 2021 16:39 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,000 | $37.76 | $37,760.00 |
DisclosureSEC source: 0001179110-21-004955 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 14, 2020 Filed Dec 14, 2020 16:56 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 750 | $183.87 Strike: $183.87 | $137,902.50 |
DisclosureSEC source: 0001179110-20-011865 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2030-12-14 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| October 20, 2020 Filed Oct 20, 2020 16:44 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,000 | $32.92 Strike: $32.92 | $32,920.00 |
DisclosureSEC source: 0001179110-20-010605 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2020-12-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| October 20, 2020 Filed Oct 20, 2020 16:44 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,000 | $32.92 | $32,920.00 |
DisclosureSEC source: 0001179110-20-010605 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2020 Filed Jun 1, 2020 17:12 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon Employee Director Stock Option (right to buy) · Derivative | 750 | $143.87 Strike: $143.87 | $107,902.50 |
DisclosureSEC source: 0001179110-20-006777 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2030-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 15:42 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,000 | $31.19 Strike: $31.19 | $31,190.00 |
DisclosureSEC source: 0001179110-20-005280 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2020-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 15:42 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,000 | $31.19 | $31,190.00 |
DisclosureSEC source: 0001179110-20-005280 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 15:55 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 750 | $176.20 Strike: $176.20 | $132,150.00 |
DisclosureSEC source: 0001179110-19-012791 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2029-12-16 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| December 04, 2019 Filed Dec 16, 2019 15:55 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-012791 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 30,103 Read SEC document |
| November 14, 2019 Filed Nov 14, 2019 16:41 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNonemployee Director Stock Option (right to buy) · Derivative | 1,000 | $22.15 Strike: $22.15 | $22,150.00 |
DisclosureSEC source: 0001179110-19-011692 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2019-12-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| November 14, 2019 Filed Nov 14, 2019 16:41 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,000 | $22.15 | $22,150.00 |
DisclosureSEC source: 0001179110-19-011692 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2019 Filed Jun 3, 2019 16:30 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Directors Stock Option (right to buy) · Derivative | 750 | $164.84 Strike: $164.84 | $123,630.00 |
DisclosureSEC source: 0001179110-19-007000 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2029-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| May 10, 2019 Filed May 10, 2019 14:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNon-Employee Directors Stock Option (right to buy) · Derivative | 1,000 | $13.01 Strike: $13.01 | $13,010.00 |
DisclosureSEC source: 0001179110-19-005848 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2019-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| May 10, 2019 Filed May 10, 2019 14:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,000 | $13.01 | $13,010.00 |
DisclosureSEC source: 0001179110-19-005848 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2018 Filed Dec 11, 2018 15:47 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 800 | $156.00 Strike: $156.00 | $124,800.00 |
DisclosureSEC source: 0001179110-18-013677 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2028-12-11 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| November 14, 2018 Filed Nov 14, 2018 16:18 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,000 | $12.75 Strike: $12.75 | $25,500.00 |
DisclosureSEC source: 0001179110-18-012838 · edgar.xml · derivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2018-12-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| November 14, 2018 Filed Nov 14, 2018 16:18 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 2,000 | $12.75 | $25,500.00 |
DisclosureSEC source: 0001179110-18-012838 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 16:52 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to own) · Derivative | 800 | $143.20 Strike: $143.20 | $114,560.00 |
DisclosureSEC source: 0001179110-18-007817 · edgar.xml · derivative · entry 21 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2028-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| December 22, 2017 Filed Feb 7, 2018 16:14 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001712 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 29,103 Read SEC document |
| December 11, 2017 Filed Dec 11, 2017 14:13 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 800 | $134.25 Strike: $134.25 | $107,400.00 |
DisclosureSEC source: 0001179110-17-015188 · edgar.xml · derivative · entry 20 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2027-12-11 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| September 08, 2017 Filed Sep 8, 2017 17:16 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,410 | $131.49 | $185,400.90 |
DisclosureSEC source: 0001179110-17-012153 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 30,103 F2 · shares: 1,410 shares sold at an average price of $131.49, with a range of $131.00 to $132.00. Read SEC document |
| September 07, 2017 Filed Sep 7, 2017 17:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,071 | $131.21 | $140,525.91 |
DisclosureSEC source: 0001179110-17-012130 · edgar.xml · nonDerivative · entry 6 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 31,513 F7 · shares: 1,071 shares sold at an average price of $131.21, with a range of $131.05 to $131.80. Read SEC document |
| September 06, 2017 Filed Sep 7, 2017 17:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,516 | $131.91 | $199,975.56 |
DisclosureSEC source: 0001179110-17-012130 · edgar.xml · nonDerivative · entry 5 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 32,584 F6 · shares: 1,516 shares sold at an average price of $131.91, with a range of $131.60 to $132.05. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 17:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,379 | $131.73 | $181,655.67 |
DisclosureSEC source: 0001179110-17-012130 · edgar.xml · nonDerivative · entry 4 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 34,100 F5 · shares: 1,379 shares sold at an average price of $131.73, with a range of $131.00 to $132.00. Read SEC document |
| September 01, 2017 Filed Sep 7, 2017 17:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,958 | $131.91 | $258,279.78 |
DisclosureSEC source: 0001179110-17-012130 · edgar.xml · nonDerivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 35,479 F4 · shares: 1,958 shares sold at an average price of $131.91, with a range of $131.85 to $132.05. Read SEC document |
| August 31, 2017 Filed Sep 7, 2017 17:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 6,983 | $131.97 | $921,546.51 |
DisclosureSEC source: 0001179110-17-012130 · edgar.xml · nonDerivative · entry 2 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 37,437 F3 · shares: 6,983 shares sold at an average price of $131.97, with a range of $131.60 to $132.45. Read SEC document |
| August 30, 2017 Filed Sep 7, 2017 17:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 683 | $131.46 | $89,787.18 |
DisclosureSEC source: 0001179110-17-012130 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 44,420 F2 · shares: 683 shares sold at an average price of $131.46, with a range of $131.35 to $131.75. Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 16:13 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 800 | $122.50 Strike: $122.50 | $98,000.00 |
DisclosureSEC source: 0001179110-17-008342 · edgar.xml · derivative · entry 19 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2027-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| December 28, 2016 Filed Dec 28, 2016 17:03 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,173 | $124.13 | $145,604.49 |
DisclosureSEC source: 0001179110-16-033518 · edgar.xml · nonDerivative · entry 4 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 80,168 F5 · shares: 1,173 shares sold at an average price of $124.13, with a range of $124.00 to $124.50. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 17:03 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 206 | $124.60 | $25,667.60 |
DisclosureSEC source: 0001179110-16-033518 · edgar.xml · nonDerivative · entry 3 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 81,341 F4 · shares: 206 shares sold at an average price of $124.60, with a range of $124.50 to $124.70. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 17:03 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,264 | $125.18 | $158,227.52 |
DisclosureSEC source: 0001179110-16-033518 · edgar.xml · nonDerivative · entry 2 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 81,547 F3 · shares: 1,264 shares sold at an average price of $125.18, with a range of $124.95 to $125.80. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 17:03 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,357 | $126.86 | $299,009.02 |
DisclosureSEC source: 0001179110-16-033518 · edgar.xml · nonDerivative · entry 1 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Kirk A MacKenzie Revocable Trust Disclosed balance after: 82,811 F2 · shares: 2,357 shares sold at an average price of $126.86, with a range of $126.00 to $127.00. Read SEC document |
| December 12, 2016 Filed Dec 12, 2016 16:00 UTC | WINMARK CORP WINA · Entity 4859 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 800 | $125.50 Strike: $125.50 | $100,400.00 |
DisclosureSEC source: 0001179110-16-032807 · edgar.xml · derivative · entry 18 MACKENZIE KIRK A · CIK 0000900705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2026-12-12 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.