Insider Transactions Reported by 16 Insiders of WINMARK CORP

Symbol
WINA on Nasdaq
Location
Minneapolis, MN

Sponsored

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.

What Changed

  • Buy value: $102,692; sell value: $10,903,763.
  • Net share flow: -24,374.

Why This Matters

  • This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
  • Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Official SEC Source

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$10,801,071.

Buys

$102,692

Shares: 250

Insiders: 1

Sells

$10,903,763

Shares: 24,624

Insiders: 6

Net

-$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

WINMARK CORP executives and other stock owners filed with the SEC include:

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

Top shareholders of WINMARK CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable 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
13F
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
13F
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
13F
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
13F
Port Capital LLC
13F
Company
2.7%
98,188
$39,760,249 31 Dec 2025
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
2.7%
96,314
$39,001,391 31 Dec 2025
13F
STATE STREET CORP
13F
Company
2.3%
83,822
$33,942,881 31 Dec 2025
13F
Nine Ten Capital Management LLC
13F
Company
2.3%
83,671
$33,882,000 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
2.3%
82,386
$33,361,387 31 Dec 2025
13F
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
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
2.2%
78,123
$31,635,128 31 Dec 2025
13F
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
13F
Copeland Capital Management, LLC
13F
Company
1.9%
66,135
$26,781,051 31 Dec 2025
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
1.4%
51,781
$20,968,198 31 Dec 2025
13F
BESSEMER GROUP INC
13F
Company
1.2%
41,298
$16,722,000 31 Dec 2025
13F
Man Group plc
13F
Company
1%
36,699
$14,860,893 31 Dec 2025
13F
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
13F
Rockefeller Capital Management L.P.
13F
Company
0.93%
33,315
$13,490,597 31 Dec 2025
13F
Select Equity Group, L.P.
13F
Company
0.85%
30,355
$12,291,954 31 Dec 2025
13F
SCHWARTZ INVESTMENT COUNSEL INC
13F
Company
0.74%
26,600
$10,771,404 31 Dec 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.69%
24,803
$10,043,727 31 Dec 2025
13F
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
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.6%
21,417
$8,672,761 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
0.56%
20,095
$8,137,742 31 Dec 2025
13F
Allspring Global Investments Holdings, LLC
13F
Company
0.55%
19,736
$7,925,780 31 Dec 2025
13F
RAYMOND JAMES FINANCIAL INC
13F
Company
0.53%
18,813
$7,615,849 31 Dec 2025
13F
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
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.46%
16,405
$6,643,041 31 Dec 2025
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.46%
16,299
$6,600,117 31 Dec 2025
13F
CONGRESS ASSET MANAGEMENT CO
13F
Company
0.42%
15,109
$6,118,153 31 Dec 2025
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.42%
15,030
$6,086,248 31 Dec 2025
13F
Legato Capital Management LLC
13F
Company
0.42%
14,915
$6,039,680 31 Dec 2025
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.41%
14,735
$5,966,791 31 Dec 2025
13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
0.4%
14,312
$5,795,501 31 Dec 2025
13F
BNP PARIBAS FINANCIAL MARKETS
13F
Company
0.39%
13,787
$5,582,908 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.36%
12,826
$5,193,858 31 Dec 2025
13F
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
13F
Aptus Capital Advisors, LLC
13F
Company
0.34%
11,989
$4,854,826 31 Dec 2025
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.32%
11,433
$4,635,253 31 Dec 2025
13F
Vest Financial, LLC
13F
Company
0.3%
10,548
$4,271,307 31 Dec 2025
13F

Recent Insider Transactions by Companies or Individuals for WINMARK CORP

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
* An asterisk sign (*) next to the price indicates that the price is likely invalid.