Comparable stake leader
BlackRock, Inc.
SEC ownership of WINMARK CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000908315.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- WINA on Nasdaq
- Parsed ownership sources
- 13F and 13D/G
- Largest SEC-reported holder
- BlackRock, Inc.
- Latest 13D/G holder
- BlackRock, Inc.
- Latest parsed ownership date
- 31 Mar 2026
- Issuer CIK
- 0000908315
- Issuer location
- Minneapolis, MN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of WINMARK CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F
13D/G
Lead comparable stake: 12%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 12%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
12%
RENAISSANCE TECHNOLOGIES LLC
6.2%
AltraVue Capital, LLC
4.9%
Neuberger Berman Group LLC
8%
FIRST TRUST ADVISORS LP
4.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
12%
from 13D/G
|
$199,399,492
466,377 shares
|
— | 31 Mar 2026 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
13D/G
Company
|
6.2%
from 13D/G
|
$88,021,856
205,875 shares
|
— | 31 Mar 2026 |
| AltraVue Capital, LLC |
13D/G
13F
Company
|
4.9%
|
$70,489,190
174,073 shares
|
-$1,348,452 | 31 Dec 2025 |
| Neuberger Berman Group LLC |
13F
Company
|
8%
|
$121,713,224
284,676 shares
|
— | 31 Mar 2026 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
4.2%
|
$64,290,265
150,369 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3.9%
|
$58,925,796
137,822 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
3.5%
|
$52,864,420
123,645 shares
|
— | 31 Mar 2026 |
| Port Capital LLC |
13F
Company
|
2.7%
|
$41,979,424
98,186 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$7,825,387.
Buys
$102,692
Insiders: 1
Sells
$7,928,079
Insiders: 5
Net
-$7,825,387
Shares: -17,174
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 250
Shares: 17,424
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 5,560 | $0 | $2,620,083 | -$2,620,083 |
| 6-9 | 0 | 4,452 | $0 | $1,940,897 | -$1,940,897 |
| 9-12 | 250 | 7,412 | $102,692 | $3,367,099 | -$3,264,406 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-17 of 17 reporting-owner rows connected to WINMARK CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
17
Largest Forms 3/4/5 holder
Brett D. Heffes
Net 12M change
-$7,825,386
Latest report
01 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Brett D. Heffes | CHAIR AND CEO, Director | $50,683,672 | -$3,367,099 | -6.2% | Mixed | 01 Jun 2026 |
| Ronald G. Olson | 10%+ Owner | $32,533,869 | Mixed | 28 Dec 2024 | ||
| Anthony D. Ishaug | Chief Financial Officer | $30,685,197 | Mixed | 01 Jun 2026 | ||
| Kirk A. MacKenzie | Director | $14,344,428 | Mixed | 25 Dec 2021 | ||
| Renae M. Gaudette | Chief Operating Officer | $10,719,046 | -$500,535 | -4.5% | Mixed | 01 Jun 2026 |
| Mark L. Wilson | Director | $7,188,200 | Mixed | 11 Dec 2023 | ||
| Leah A. Goff | Vp Of Human Resources | $5,172,557 | Mixed | 11 Mar 2022 | ||
| Paul C. Reyelts | Director | $2,608,853 | Mixed | 16 Mar 2023 | ||
| Jenele C. Grassle | Director | $1,305,552 | -$2,865,708 | -69% | Mixed | 04 Mar 2026 |
| Lawrence A. Barbetta | Director | $712,871 | -$430,274 | -38% | Mixed | 01 Jun 2026 |
| Lisa S. Hake | Chief Marketing Officer | $603,069 | Mixed | 01 Jun 2026 | ||
| Percy C. Tomlinson Jr. | Director | $467,444 | -$764,463 | -62% | Mixed | 01 Jun 2026 |
| Gina de Caro Sprenger | Director | $232,291 | +$102,693 | +79% | Mixed | 01 Jun 2026 |
| Keith Credendino | Director | $125,404 | Mixed | 01 Jun 2026 | ||
| Amy C. Becker | Director | $125,404 | Mixed | 01 Jun 2026 | ||
| Stephanie S. Hoppe | Director | $125,404 | Mixed | 01 Jun 2026 | ||
| Philip I. Smith | Director | $125,404 | Mixed | 01 Jun 2026 |
Recent insider transactions for WINMARK CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Lawrence A. Barbetta | WINA | Non-Employee Director Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Amy C. Becker | WINA | Non-Employee Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Philip I. Smith | WINA | Non-Employee Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Gina de Caro Sprenger | WINA | Non-Employee Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Percy C. Tomlinson Jr. | WINA | Non-Employee Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Stephanie S. Hoppe | WINA | Non-Employee Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Keith Credendino | WINA | Non-Employee Stock Option (right to buy) | Award | 356 | 356 | 01 Jun 2026 | Direct | |||
| Anthony D. Ishaug | WINA | Employee Stock Option (right to buy) | Award | 2,420 | 2,420 | 01 Jun 2026 | Direct | |||
| Renae M. Gaudette | WINA | Employee Stock Option (right to buy) | Award | 1,984 | 1,984 | 01 Jun 2026 | Direct | |||
| Brett D. Heffes | WINA | Employee Stock Option (right to buy) | Award | 4,620 | 4,620 | 01 Jun 2026 | Direct | |||
| Lisa S. Hake | WINA | Employee Stock Option (right to buy) | Award | 10,968 | 9,256 | 01 Jun 2026 | Direct | |||
| Stephanie S. Hoppe | WINA | Non-Employee Stock Option (right to buy) | Award | 3,400 | 3,400 | 05 May 2026 | Direct | |||
| Anthony D. Ishaug | WINA | Common Stock | Options Exercise | 4.95% | 3,293 | 69,776 | 30 Apr 2026 | Direct | ||
| Anthony D. Ishaug | WINA | Employee Stock Option (right to buy) | Options Exercise | -100% | -3,293 | 0 | 30 Apr 2026 | Direct | ||
| Renae M. Gaudette | WINA | Common Stock | Options Exercise | 13.3% | 2,500 | 21,360 | 28 Apr 2026 | Direct | ||
| Renae M. Gaudette | WINA | Employee Stock Option (right to buy) | Options Exercise | -100% | -2,500 | 0 | 28 Apr 2026 | Direct | ||
| Jenele C. Grassle | WINA | Common Stock | Sale | -60.9% | $1,855,620 | $475.80 | -3,900 | 2,500 | 04 Mar 2026 | Direct |
| Percy C. Tomlinson Jr. | WINA | Common Stock | Sale | -67.5% | $764,463 | $460.52 | -1,660 | 800 | 03 Mar 2026 | Direct |
| Percy C. Tomlinson Jr. | WINA | Common Stock | Options Exercise | 207.5% | 1,660 | 2,460 | 26 Feb 2026 | Direct | ||
| Percy C. Tomlinson Jr. | WINA | Non-Employee Stock Option (right to buy) | Options Exercise | -88.3% | -1,660 | 220 | 26 Feb 2026 | Direct | ||
| Jenele C. Grassle | WINA | Common Stock | Options Exercise | 156% | 3,900 | 6,400 | 25 Feb 2026 | Direct | ||
| Jenele C. Grassle | WINA | Non-Employee Stock Option (right to buy) | Options Exercise | -100% | -3,900 | 0 | 25 Feb 2026 | Direct | ||
| Lisa S. Hake | WINA | Employee Stock Option (right to buy) | Award | 1,216 | 1,216 | 15 Dec 2025 | Direct | |||
| Renae M. Gaudette | WINA | Employee Stock Option (right to buy) | Award | 1,316 | 1,316 | 15 Dec 2025 | Direct | |||
| Jenele C. Grassle | WINA | Non-Employee Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Anthony D. Ishaug | WINA | Employee Stock Option (right to buy) | Award | 1,712 | 1,712 | 15 Dec 2025 | Direct | |||
| Gina de Caro Sprenger | WINA | Non-Employee Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Philip I. Smith | WINA | Non-Employee Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Percy C. Tomlinson Jr. | WINA | Non-Employee Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Amy C. Becker | WINA | Non-Employee Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Lawrence A. Barbetta | WINA | Non-Employee Director Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Keith Credendino | WINA | Non-Employee Stock Option (right to buy) | Award | 256 | 256 | 15 Dec 2025 | Direct | |||
| Brett D. Heffes | WINA | Employee Stock Option (right to buy) | Award | 2,712 | 2,712 | 15 Dec 2025 | Direct | |||
| Jenele C. Grassle | WINA | Common Stock | Sale | -49% | $1,010,088 | $420.87 | -2,400 | 2,500 | 21 Nov 2025 | Direct |
| Jenele C. Grassle | WINA | Common Stock | Options Exercise | 96% | 2,400 | 4,900 | 19 Nov 2025 | Direct | ||
| Jenele C. Grassle | WINA | Non-Employee Stock Option (right to buy) | Options Exercise | -100% | -2,400 | 0 | 19 Nov 2025 | Direct | ||
| Anthony D. Ishaug | WINA | Common Stock | Options Exercise | 4.73% | 3,000 | 66,483 | 07 Nov 2025 | Direct | ||
| Anthony D. Ishaug | WINA | Employee Stock Option (right to buy) | Options Exercise | -47.7% | -3,000 | 3,293 | 07 Nov 2025 | Direct | ||
| Percy C. Tomlinson Jr. | WINA | Common Stock | Options Exercise | 300% | 600 | 800 | 04 Nov 2025 | Direct | ||
| Percy C. Tomlinson Jr. | WINA | Non-Employee Stock Option (right to buy) | Options Exercise | -68.2% | -600 | 280 | 04 Nov 2025 | Direct | ||
| Renae M. Gaudette | WINA | Common Stock | Sale | -5.98% | $500,535 | $417.11 | -1,200 | 18,860 | 24 Oct 2025 | Direct |
| Renae M. Gaudette | WINA | Common Stock | Options Exercise | 14.2% | 2,500 | 20,060 | 22 Oct 2025 | Direct | ||
| Renae M. Gaudette | WINA | Employee Stock Option (right to buy) | Options Exercise | -100% | -2,500 | 0 | 22 Oct 2025 | Direct | ||
| Lawrence A. Barbetta | WINA | Common Stock | Sale | -56.8% | $430,274 | $505.02 | -852 | 649 | 17 Sep 2025 | Direct |
| Brett D. Heffes | WINA | Common Stock | Sale | -4.16% | $2,256,288 | $453.89 | -4,971 | 114,400 | 27 Aug 2025 | Direct |
| Brett D. Heffes | WINA | Common Stock | Options Exercise | 5.63% | 6,361 | 119,371 | 27 Aug 2025 | Direct | ||
| Brett D. Heffes | WINA | Employee Stock Option (right to buy) | Options Exercise | -52.6% | -2,103 | 1,897 | 27 Aug 2025 | Direct | ||
| Brett D. Heffes | WINA | Common Stock | Sale | -2.11% | $1,110,811 | $455.06 | -2,441 | 113,010 | 26 Aug 2025 | Direct |
| Brett D. Heffes | WINA | Common Stock | Options Exercise | 2.62% | 2,951 | 115,451 | 26 Aug 2025 | Direct | ||
| Brett D. Heffes | WINA | Employee Stock Option (right to buy) | Options Exercise | -100% | -7,209 | 0 | 26 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.