Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WINMARK CORP
Report date June 27, 2019 · Filed July 01, 2019
Section 16 reporting ended · disclosed 2019-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Zola Living Trust | 55,178 |
Reported balance
After 2019-06-27 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-06-27 · Sale · Disposed 474 · Balance 55,178 F2: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. |
| Common StockSEC Table I · non-derivative | Indirectby Zola Living Trust | 54,090 |
Reported balance
After 2019-06-28 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-06-28 · Sale · Disposed 1,088 · Balance 54,090 F2: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 2,003 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,003 |
| Common StockSEC Table I · non-derivative | IndirectChild 1 | 800 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 800 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.15 · Expires 2019-12-10 | Direct | 3,847 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,847 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.19 · Expires 2020-06-01 | Direct | 7,113 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 7,113 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.92 · Expires 2020-12-14 | Direct | 8,581 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,581 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.76 · Expires 2021-06-01 | Direct | 6,937 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,937 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.34 · Expires 2021-12-08 | Direct | 9,013 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 9,013 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.17 · Expires 2022-06-01 | Direct | 7,296 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 7,296 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.72 · Expires 2022-12-13 | Direct | 9,250 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 9,250 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $59.77 · Expires 2023-06-01 | Direct | 7,577 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 7,577 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.72 · Expires 2023-12-16 | Direct | 9,250 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 9,250 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.29 · Expires 2024-06-01 | Direct | 8,500 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 8,500 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $80.32 · Expires 2024-12-15 | Direct | 8,500 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 8,500 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.93 · Expires 2025-06-01 | Direct | 6,800 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 6,800 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $90.99 · Expires 2025-12-14 | Direct | 6,800 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 6,800 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $98.25 · Expires 2026-06-01 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 5,000 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $125.50 · Expires 2026-12-12 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 5,000 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.50 · Expires 2027-06-01 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 5,000 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $134.25 · Expires 2027-12-11 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 5,000 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $143.20 · Expires 2028-06-01 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 5,000 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $156.00 · Expires 2028-12-11 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance 5,000 F1: 25% per year for 4 years |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $164.84 · Expires 2029-06-01 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2019-06-27 · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · Balance 4,000 F1: 25% per year for 4 years |
Filing footnotes · ownership attribution and instrument terms
F1: 25% per year for 4 years
F2: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019.
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 |
|---|---|---|---|---|---|---|
| June 28, 2019 Filed Jul 1, 2019 18:46 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,088 | $174.43 | $189,779.84 |
DisclosureSEC source: 0001179110-19-008234 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 54,090 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 18:46 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 474 | $175.26 | $83,073.24 |
DisclosureSEC source: 0001179110-19-008234 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 55,178 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. Read SEC document |
| June 26, 2019 Filed Jun 26, 2019 20:48 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 405 | $177.08 | $71,717.40 |
DisclosureSEC source: 0001179110-19-008124 · edgar.xml · nonDerivative · entry 5 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 55,652 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. Read SEC document |
| June 25, 2019 Filed Jun 26, 2019 20:48 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 52 | $178.19 | $9,265.88 |
DisclosureSEC source: 0001179110-19-008124 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 56,057 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. Read SEC document |
| June 24, 2019 Filed Jun 26, 2019 20:48 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 785 | $179.99 | $141,292.15 |
DisclosureSEC source: 0001179110-19-008124 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 56,109 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. Read SEC document |
| June 07, 2019 Filed Jun 7, 2019 21:21 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,362 | $170.31 | $231,962.22 |
DisclosureSEC source: 0001179110-19-007358 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 56,894 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. F3 · price: 1,362 shares sold at an average price of $170.31 with a range of $170.00 to $170.60. Read SEC document |
| June 01, 2019 Filed Jun 3, 2019 20:23 UTC | WINMARK CORP WINA · Entity 4859 | GrantEmployee Stock Option (right to buy) · Derivative | 4,000 | $164.84 Strike: $164.84 | $659,360.00 |
DisclosureSEC source: 0001179110-19-006991 · edgar.xml · derivative · entry 23 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2029-06-01 F1 · derivative.exercise_date: 25% per year for 4 years Read SEC document |
| May 30, 2019 Filed May 30, 2019 21:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 618 | $171.33 | $105,881.94 |
DisclosureSEC source: 0001179110-19-006863 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 58,256 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. F3 · price: 618 shares sold at an average price of $171.33 with a range of $171.31 to $171.48. Read SEC document |
| May 28, 2019 Filed May 30, 2019 21:28 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 100 | $176.64 | $17,664.00 |
DisclosureSEC source: 0001179110-19-006863 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Livng Trust Disclosed balance after: 58,874 F2 · kind: Sale effected pursuant to a 10b5-1 Plan established by the reporting person on May 8, 2019. Read SEC document |
| May 07, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,942 | $173.38 | $336,703.96 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 10 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003 F7 · price: 1,942 shares sold at an average price of $173.38, with a range of $173.00 to $174.00, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 07, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 50 | $174.50 | $8,725.00 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 9 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,945 F6 · price: 50 shares sold at a price of $174.50 to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 07, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,992 | $22.15 | $44,122.80 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 8 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,995 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 |
| May 06, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 350 | $177.06 | $61,971.00 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 7 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003 F5 · price: 350 shares sold at an average price of $177.06, with a range of $177.00 to $177.15, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 06, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 35 | $180.46 | $6,316.10 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 6 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 F4 · price: 35 shares sold at an average price of $180.46, with a range of $179.99 to $180.50, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 06, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 385 | $22.15 | $8,527.75 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 5 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,388 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 |
| May 03, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,653 | $22.15 Strike: $22.15 | $80,913.95 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · derivative · entry 14 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,847 Underlying: Common Stock · 7,500 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. F8 · date: 1,276 option shares exercised 5/3/2019, 385 option shares exercised 5/6/2019 and 1,992 shares exercised 5/7/2019 as indicated in Table 1. F1 · derivative.exercise_date: 25% per year for 4 years Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,048 | $13.01 Strike: $13.01 | $13,634.48 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · derivative · entry 13 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,048 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. Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,866 | $177.12 | $330,505.92 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003 F3 · price: 1,866 shares sold at an average price of $177.12, with a range of $177.00 to $178.00, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 458 | $178.73 | $81,858.34 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869 F2 · price: 458 shares sold at an average price of $178.73, with a range of $178.56 to $179.10, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,276 | $22.15 | $28,263.40 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 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 |
| May 03, 2019 Filed May 7, 2019 21:10 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,048 | $13.01 | $13,634.48 |
DisclosureSEC source: 0001179110-19-005682 · edgar.xml · nonDerivative · entry 1 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,051 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 |
| May 02, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 171 | $181.00 | $30,951.00 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 7 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003 F5 · price: 171 shares sold at a price of $181.00 to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 02, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 171 | $13.01 | $2,224.71 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 6 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,174 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 |
| May 01, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,476 | $182.40 | $269,222.40 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 5 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003 F4 · price: 1,476 shares sold at an average price of $182.40, with a range of $182.30 to $183.15, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 01, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 100 | $186.00 | $18,600.00 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479 F3 · price: 100 shares sold at a price of $186.00 to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| May 01, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,576 | $13.01 | $20,503.76 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,579 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 |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,452 | $13.01 Strike: $13.01 | $31,900.52 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · derivative · entry 10 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 Underlying: Common Stock · 3,500 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. F6 · date: 705 option shares exercised 4/30/2019, 1,576 option shares exercised 5/1/2019 and 171 option shares exercised 5/2/2019 as indicated in Table 1. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 705 | $185.15 | $130,530.75 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,003 F2 · price: 705 shares sold at an average price of $185.15, with a range of $185.00 to $186.00, to cover payment of exercise price of and taxes due on option exercises included on this Form 4. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 705 | $13.01 | $9,172.05 |
DisclosureSEC source: 0001179110-19-005436 · edgar.xml · nonDerivative · entry 1 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 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 21:07 UTC | WINMARK CORP WINA · Entity 4859 | GrantEmployee Stock Option (right to buy) · Derivative | 5,000 | $156.00 Strike: $156.00 | $780,000.00 |
DisclosureSEC source: 0001179110-18-013685 · edgar.xml · derivative · entry 23 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-12-11 F1 · derivative.exercise_date: 25% per year for 4 years Read SEC document |
| September 27, 2018 Filed Dec 11, 2018 21:07 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013685 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Livng Trust Disclosed balance after: 58,974 Read SEC document |
| August 17, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,230 | $148.47 | $182,618.10 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 7 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,341 F5 · price: 1,230 shares sold at an average price of $148.47, with a range of $148.00 to $148.55, to cover payment of a portion of the taxes due on option exercise included on this Form 4. Read SEC document |
| August 17, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,500 | $13.01 | $19,515.00 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 6 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,571 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 |
| August 16, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,806 | $13.01 Strike: $13.01 | $49,516.06 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · derivative · entry 11 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 7,306 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. F4 · date: 2,306 shares exercised on 8/16/18 and 1,500 shares exercised on 8/17/18 as noted in Table 1. F1 · derivative.exercise_date: 25% per year for 4 years Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 3,500 | $148.48 | $519,680.00 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 5 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,071 F2 · price: 3,500 shares sold at an average price of $148.48, with a range of $148.00 to $149.00, to cover payment of a portion of the taxes due on option exercise included on this Form 4. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 2,306 | $13.01 | $30,001.06 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,571 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 |
| August 16, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 1,786 | $12.75 | $22,771.50 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 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 |
| August 15, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,786 | $12.75 Strike: $12.75 | $73,771.50 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · derivative · entry 10 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,786 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. F3 · date: 4,000 shares exercised on 8/15/18 and 1,786 shares exercised on 8/16/18 as noted in Table 1. F1 · derivative.exercise_date: 25% per year for 4 years Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,524 | $147.50 | $372,290.00 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479 Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 4,000 | $12.75 | $51,000.00 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 1 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 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 |
| July 13, 2018 Filed Aug 17, 2018 19:59 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010667 · edgar.xml · nonDerivative · entry 8 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Livng Trust Disclosed balance after: 57,636 Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 20:57 UTC | WINMARK CORP WINA · Entity 4859 | GrantEmployee Stock Option (right to buy) · Derivative | 5,000 | $143.20 Strike: $143.20 | $716,000.00 |
DisclosureSEC source: 0001179110-18-007823 · edgar.xml · derivative · entry 23 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-06-01 F1 · derivative.exercise_date: 25% per year for 4 years Read SEC document |
| May 09, 2018 Filed May 9, 2018 22:03 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,437 | $16.52 Strike: $16.52 | $139,379.24 |
DisclosureSEC source: 0001179110-18-006478 · edgar.xml · derivative · entry 5 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,437 shares Expires 2018-08-13 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 4 years Read SEC document |
| May 09, 2018 Filed May 9, 2018 22:03 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,077 | $134.02 | $278,359.54 |
DisclosureSEC source: 0001179110-18-006478 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,363 F2 · price: 2,077 shares sold at an average price of $134.02, with a range of $134.00 to $134.10, to cover payment of a portion of the taxes due on option exercise included on this Form 4. Read SEC document |
| May 09, 2018 Filed May 9, 2018 22:03 UTC | WINMARK CORP WINA · Entity 4859 | Exercise / conversionCommon Stock | 8,437 | $16.52 | $139,379.24 |
DisclosureSEC source: 0001179110-18-006478 · edgar.xml · nonDerivative · entry 1 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,440 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 |
| April 24, 2018 Filed Apr 25, 2018 21:20 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 601 | $133.50 | $80,233.50 |
DisclosureSEC source: 0001179110-18-005875 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Livng Trust Disclosed balance after: 51,876 Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 21:20 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,500 | $132.75 | $331,875.00 |
DisclosureSEC source: 0001179110-18-005875 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 52,477 F2 · price: 2,500 shares sold at an average price of $132.75, with a range of $132.25 to $133.00. Read SEC document |
| April 23, 2018 Filed Apr 23, 2018 22:50 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,352 | $131.91 | $178,342.32 |
DisclosureSEC source: 0001179110-18-005827 · edgar.xml · nonDerivative · entry 4 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 54,977 F3 · price: 1,352 shares sold at an average price of $131.91, with a range of $131.90 to $131.95. Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 22:50 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,207 | $132.02 | $159,348.14 |
DisclosureSEC source: 0001179110-18-005827 · edgar.xml · nonDerivative · entry 3 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 56,329 F2 · price: 1,207 shares sold at an average price of $132.02, with a range of $132.00 to $132.10. Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 22:50 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,000 | $132.00 | $132,000.00 |
DisclosureSEC source: 0001179110-18-005827 · edgar.xml · nonDerivative · entry 2 Zola Steven C · CIK 0001346749 · Director · President, Winmark Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Zola Living Trust Disclosed balance after: 57,536 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.