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 December 28, 2024 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,968 |
Reported balance
After 2024-02-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-05 · Gift · Disposed 76,367 · Balance 69,968 F1: On February 5, 2024, the reporting person transferred 76,367 shares of Winmark Corp. to the Kaye S. Olson Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Kaye S. Olson 2012 Revocable Trust | 76,367 |
Reported balance
After 2024-02-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-02-05 · Gift · Acquired 76,367 · Balance 76,367 F1: On February 5, 2024, the reporting person transferred 76,367 shares of Winmark Corp. to the Kaye S. Olson Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 5, 2024, the reporting person transferred 76,367 shares of Winmark Corp. to the Kaye S. Olson Revocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.
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 |
|---|---|---|---|---|---|---|
| April 05, 2017 Filed Apr 7, 2017 22:06 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,215 | $115.00 | $139,729.98 |
DisclosureSEC source: 0000914190-17-000121 · edgar.xml · nonDerivative · entry 1 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,558 Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 21:23 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 700 | $112.05 | $78,435.00 |
DisclosureSEC source: 0000914190-17-000077 · edgar.xml · nonDerivative · entry 2 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,773 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:23 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,386 | $114.03 | $272,078.20 |
DisclosureSEC source: 0000914190-17-000077 · edgar.xml · nonDerivative · entry 1 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,473 Read SEC document |
| January 19, 2017 Filed Jan 19, 2017 21:58 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,942 | $115.24 | $339,041.67 |
DisclosureSEC source: 0000914190-17-000018 · edgar.xml · nonDerivative · entry 2 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,859 Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:58 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,000 | $115.91 | $115,908.30 |
DisclosureSEC source: 0000914190-17-000018 · edgar.xml · nonDerivative · entry 1 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,801 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 23:25 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 3 | $128.00 | $384.00 |
DisclosureSEC source: 0000914190-16-000933 · edgar.xml · nonDerivative · entry 2 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,801 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 23:25 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 1,055 | $125.33 | $132,223.15 |
DisclosureSEC source: 0000914190-16-000933 · edgar.xml · nonDerivative · entry 1 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,804 Read SEC document |
| December 05, 2016 Filed Jan 15, 2020 21:42 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 1,098 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000026 · edgar.xml · nonDerivative · entry 4 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,812 Read SEC document |
| June 03, 2015 Filed Jan 15, 2020 21:42 UTC | WINMARK CORP WINA · Entity 4859 | SaleCommon Stock | 2,084 | $93.44 | $194,728.96 |
DisclosureSEC source: 0000914190-20-000026 · edgar.xml · nonDerivative · entry 3 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,910 Read SEC document |
| March 03, 2015 Filed Jan 15, 2020 21:42 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 52,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000026 · edgar.xml · nonDerivative · entry 2 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,994 Read SEC document |
| December 21, 2012 Filed Jan 15, 2020 21:42 UTC | WINMARK CORP WINA · Entity 4859 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000026 · edgar.xml · nonDerivative · entry 1 OLSON RONALD G · CIK 0000938447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,290 F1 · balance_after: Prior to 2000, 2,548 shares held by the Reporting Person were disposed of by undeterminable transaction(s). The total amount held has been adjusted to reflect the Reporting Person's actual holdings. 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.