Quick Takeaways
- WINA - WINMARK CORP has 16 insiders with reported activity on this page.
- Net insider value flow over the last year: -$10,801,071.
- Recent transaction rows are available for direct filing-level review.
Net insider flow leans to selling over the last 12 months. Net value: -$10,801,071.
$102,692
Shares: 250
Insiders: 1
$10,903,763
Shares: 24,624
Insiders: 6
-$10,801,071
Shares: -24,374
Insiders: -5
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 5,560 | $0 | $2,620,083 | -$2,620,083 |
| 3-6 | 0 | 3,600 | $0 | $1,510,623 | -$1,510,623 |
| 6-9 | 250 | 8,264 | $102,692 | $3,797,373 | -$3,694,681 |
| 9-12 | 0 | 7,200 | $0 | $2,975,684 | -$2,975,684 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Brett D. Heffes | CHAIR AND CEO, Director | $49,405,878 | -$3,367,099 | -6.4% | Mixed | 15 Dec 2025 |
| Ronald G. Olson | 10%+ Owner | $32,533,869 | Mixed | 28 Dec 2024 | ||
| Anthony D. Ishaug | Chief Financial Officer | $28,689,895 | -$2,290,516 | -7.4% | Mixed | 15 Dec 2025 |
| Kirk A. MacKenzie | Director | $14,344,428 | Mixed | 25 Dec 2021 | ||
| Renae M. Gaudette | Chief Operating Officer | $9,566,537 | -$500,535 | -5% | Mixed | 15 Dec 2025 |
| 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 | -$3,550,876 | -73% | Mixed | 04 Mar 2026 |
| Lawrence A. Barbetta | Director | $756,119 | -$430,274 | -36% | Mixed | 15 Dec 2025 |
| Lisa S. Hake | Chief Marketing Officer | $540,560 | Mixed | 15 Dec 2025 | ||
| Percy C. Tomlinson Jr. | Director | $484,468 | -$764,463 | -61% | Mixed | 03 Mar 2026 |
| Gina de Caro Sprenger | Director | $218,824 | +$102,693 | +88% | Mixed | 15 Dec 2025 |
| Keith Credendino | Director | $113,802 | Mixed | 15 Dec 2025 | ||
| Amy C. Becker | Director | $113,802 | Mixed | 15 Dec 2025 | ||
| Philip I. Smith | Director | $113,802 | Mixed | 15 Dec 2025 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
|
Company |
12%
|
432,141
|
$174,991,220 | +$87,068,601 | 31 Jan 2026 | |
| Neuberger Berman Group LLC |
13F
|
Company |
8.2%
|
292,837
|
$118,581,415 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
13D/G
|
Company |
6.2%
from 13D/G
|
208,155
|
$84,290,286 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.2%
|
186,832
|
$75,655,751 | — | 31 Dec 2025 | |
| AltraVue Capital, LLC |
13D/G
13F
|
Company |
4.9%
|
174,073
|
$70,489,190 | -$1,348,452 | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
4.3%
|
152,018
|
$61,558,168 | — | 31 Dec 2025 | |
| Brett D. Heffes |
3/4/5
|
CHAIR AND CEO, Director |
—
mixed-class rows
|
117,450
mixed-class rows
|
$49,405,878 | -$3,367,099 | 15 Dec 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
2.9%
|
104,687
|
$42,391,953 | — | 31 Dec 2025 | |
| Port Capital LLC |
13F
|
Company |
2.7%
|
98,188
|
$39,760,249 | — | 31 Dec 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
2.7%
|
96,314
|
$39,001,391 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.3%
|
83,822
|
$33,942,881 | — | 31 Dec 2025 | |
| Nine Ten Capital Management LLC |
13F
|
Company |
2.3%
|
83,671
|
$33,882,000 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.3%
|
82,386
|
$33,361,387 | — | 31 Dec 2025 | |
| Ronald G. Olson |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
76,367
|
$32,533,869 | — | 28 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
78,627
|
$31,844,576 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
2.2%
|
78,123
|
$31,635,128 | — | 31 Dec 2025 | |
| Anthony D. Ishaug |
3/4/5
|
CHIEF FINANCIAL OFFICER |
—
mixed-class rows
|
68,195
mixed-class rows
|
$28,689,895 | -$2,290,516 | 15 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2%
|
70,608
|
$28,591,876 | — | 31 Dec 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.9%
|
66,135
|
$26,781,051 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
51,781
|
$20,968,198 | — | 31 Dec 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
1.2%
|
41,298
|
$16,722,000 | — | 31 Dec 2025 | |
| Man Group plc |
13F
|
Company |
1%
|
36,699
|
$14,860,893 | — | 31 Dec 2025 | |
| Kirk A. MacKenzie |
3/4/5
|
Director |
—
mixed-class rows
|
33,253
mixed-class rows
|
$14,344,428 | — | 25 Dec 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.95%
|
33,805
|
$13,688,996 | — | 31 Dec 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.93%
|
33,315
|
$13,490,597 | — | 31 Dec 2025 | |
| Select Equity Group, L.P. |
13F
|
Company |
0.85%
|
30,355
|
$12,291,954 | — | 31 Dec 2025 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
0.74%
|
26,600
|
$10,771,404 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.69%
|
24,803
|
$10,043,727 | — | 31 Dec 2025 | |
| Renae M. Gaudette |
3/4/5
|
CHIEF OPERATING OFFICER |
—
mixed-class rows
|
22,696
mixed-class rows
|
$9,566,537 | -$500,535 | 15 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.65%
|
23,386
|
$9,470,062 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.6%
|
21,417
|
$8,672,761 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.56%
|
20,095
|
$8,137,742 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.55%
|
19,736
|
$7,925,780 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.53%
|
18,813
|
$7,615,849 | — | 31 Dec 2025 | |
| Mark L. Wilson |
3/4/5
|
Director |
—
mixed-class rows
|
16,434
mixed-class rows
|
$7,188,200 | — | 11 Dec 2023 | |
| UBS Group AG |
13F
|
Company |
0.48%
|
17,234
|
$6,978,735 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.46%
|
16,405
|
$6,643,041 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.46%
|
16,299
|
$6,600,117 | — | 31 Dec 2025 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
0.42%
|
15,109
|
$6,118,153 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.42%
|
15,030
|
$6,086,248 | — | 31 Dec 2025 | |
| Legato Capital Management LLC |
13F
|
Company |
0.42%
|
14,915
|
$6,039,680 | — | 31 Dec 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.41%
|
14,735
|
$5,966,791 | — | 31 Dec 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.4%
|
14,312
|
$5,795,501 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.39%
|
13,787
|
$5,582,908 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.36%
|
12,826
|
$5,193,858 | — | 31 Dec 2025 | |
| Leah A. Goff |
3/4/5
|
VP OF HUMAN RESOURCES |
—
mixed-class rows
|
12,250
mixed-class rows
|
$5,172,557 | — | 11 Mar 2022 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.34%
|
12,185
|
$4,934,268 | — | 31 Dec 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.34%
|
11,989
|
$4,854,826 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.32%
|
11,433
|
$4,635,253 | — | 31 Dec 2025 | |
| Vest Financial, LLC |
13F
|
Company |
0.3%
|
10,548
|
$4,271,307 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Gina de Caro Sprenger | WINA | Common Stock | Purchase | $102,692 | $410.77 | 250 | 250 | 13 Aug 2025 | Direct | |
| Keith Credendino | WINA | Non-Employee Stock Option (right to buy) | Award | 3,000 | 3,000 | 07 Aug 2025 | Direct | |||
| Brett D. Heffes | WINA | Common Stock | Will/Inheritance | 18.6% | 53 | 338 | 17 Jul 2025 | by family office | ||
| Lawrence A. Barbetta | WINA | Non-Employee Director Stock Option (right to buy) | Award | 280 | 280 | 01 Jun 2025 | Direct | |||
| Jenele C. Grassle | WINA | Non-Employee Stock Option (right to buy) | Award | 280 | 280 | 01 Jun 2025 | Direct | |||
| Anthony D. Ishaug | WINA | Employee Stock Option (right to buy) | Award | 1,888 | 1,888 | 01 Jun 2025 | Direct | |||
| Percy C. Tomlinson Jr. | WINA | Non-Employee Stock Option (right to buy) | Award | 280 | 280 | 01 Jun 2025 | Direct | |||
| Gina de Caro Sprenger | WINA | Non-Employee Stock Option (right to buy) | Award | 280 | 280 | 01 Jun 2025 | Direct | |||
| Philip I. Smith | WINA | Non-Employee Stock Option (right to buy) | Award | 280 | 280 | 01 Jun 2025 | Direct | |||
| Amy C. Becker | WINA | Non-Employee Stock Option (right to buy) | Award | 280 | 280 | 01 Jun 2025 | Direct | |||
| Renae M. Gaudette | WINA | Employee Stock Option (right to buy) | Award | 1,448 | 1,448 | 01 Jun 2025 | Direct | |||
| Brett D. Heffes | WINA | Employee Stock Option (right to buy) | Award | 2,984 | 2,984 | 01 Jun 2025 | Direct | |||
| Anthony D. Ishaug | WINA | Common Stock | Options Exercise | 12% | 6,800 | 63,483 | 30 May 2025 | Direct | ||
| Anthony D. Ishaug | WINA | Common Stock | Sale | -6.59% | $1,703,805 | $425.95 | -4,000 | 56,683 | 30 May 2025 | Direct |
| Anthony D. Ishaug | WINA | Employee Stock Option (right to buy) | Options Exercise | -100% | -6,800 | 0 | 30 May 2025 | Direct | ||
| Jenele C. Grassle | WINA | Common Stock | Sale | -39% | $685,168 | $428.23 | -1,600 | 2,500 | 16 May 2025 | Direct |