Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINMARK CORPWINA · Entity 4859 | CHIEF MARKETING OFFICER | June 01, 2026 | June 01, 2026 |
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 June 01, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $378.57 · Expires 2036-06-01 | Direct | 9,256 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 9,256 · Balance 9,256 F1: 25% per year for four years. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $378.57 · Expires 2036-06-01 | Direct | 1,712 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Grant · Acquired 1,712 · Balance 1,712 F1: 25% per year for four years. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $444.54 · Expires 2035-12-15 | Direct | 1,216 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,216 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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 1, 2026 21:36 UTC | WINMARK CORP WINA · Entity 4859 | GrantEmployee Stock Option (right to buy) · Derivative | 1,712 | $378.57 Strike: $378.57 | $648,111.84 |
DisclosureSEC source: 0002090932-26-000002 · form4-06012026_090636.xml · derivative · entry 2 Hake Lisa Schurke · CIK 0002090932 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,712 Underlying: Common Stock · 1,712 shares Expires 2036-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| June 01, 2026 Filed Jun 1, 2026 21:36 UTC | WINMARK CORP WINA · Entity 4859 | GrantEmployee Stock Option (right to buy) · Derivative | 9,256 | $378.57 Strike: $378.57 | $3,504,043.92 |
DisclosureSEC source: 0002090932-26-000002 · form4-06012026_090636.xml · derivative · entry 1 Hake Lisa Schurke · CIK 0002090932 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,256 Underlying: Common Stock · 9,256 shares Expires 2036-06-01 F1 · derivative.exercise_date: 25% per year for four years. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:10 UTC | WINMARK CORP WINA · Entity 4859 | GrantEmployee Stock Option (right to buy) · Derivative | 1,216 | $444.54 Strike: $444.54 | $540,560.64 |
DisclosureSEC source: 0002090932-25-000005 · form4-12152025_101231.xml · derivative · entry 1 Hake Lisa Schurke · CIK 0002090932 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,216 Underlying: Common Stock · 1,216 shares Expires 2035-12-15 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.