Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINMARK CORPWINA · Entity 4859 | Director · Executive Chairman · 10% owner | January 17, 2020 | January 17, 2020 |
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 January 17, 2020 · Filed January 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,437 |
Reported balance
After 2020-01-17 transaction · row 1
1 source rowRow 1 · 2020-01-17 · Disposition to issuer · Disposed 299,075 · Balance 67,437 |
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 |
|---|---|---|---|---|---|---|
| January 17, 2020 Filed Jan 17, 2020 14:31 UTC | WINMARK CORP WINA · Entity 4859 | Disposition to issuerCommon Stock | 299,075 | $163.00 | $48,749,225.00 |
DisclosureSEC source: 0001179110-20-000630 · edgar.xml · nonDerivative · entry 1 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,437 Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 14:38 UTC | WINMARK CORP WINA · Entity 4859 | Disposition to issuerCommon Stock | 130,438 | $159.63 | $20,821,817.94 |
DisclosureSEC source: 0001179110-19-004404 · edgar.xml · nonDerivative · entry 1 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,512 Read SEC document |
| September 22, 2017 Filed Feb 12, 2018 17:39 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001970 · edgar.xml · nonDerivative · entry 2 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,918 Read SEC document |
| September 15, 2017 Filed Feb 12, 2018 17:39 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001970 · edgar.xml · nonDerivative · entry 1 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,318 Read SEC document |
| August 17, 2017 Filed Aug 17, 2017 12:46 UTC | WINMARK CORP WINA · Entity 4859 | Disposition to issuerCommon Stock | 370,836 | $124.48 | $46,161,665.28 |
DisclosureSEC source: 0001179110-17-011602 · edgar.xml · nonDerivative · entry 2 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,818 Read SEC document |
| April 18, 2017 Filed Aug 17, 2017 12:46 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011602 · edgar.xml · nonDerivative · entry 3 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,032 Read SEC document |
| April 18, 2017 Filed Aug 17, 2017 12:46 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011602 · edgar.xml · nonDerivative · entry 1 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 870,654 Read SEC document |
| August 01, 2016 Filed Feb 15, 2017 16:48 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002455 · edgar.xml · nonDerivative · entry 1 MORGAN JOHN L · CIK 0000900704 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 873,654 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.