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Brian A. Shepherd Insider Profile

4 Followers
Brian A. Shepherd, EVP, PLM & SCM Segments at PTC, holds 83.00 shares in Mettler-Toledo (Ticker: MTD), holds 5.09K shares in Rockwell Automation (Ticker: ROK), holds 29.15K shares in PTC (Ticker: PTC).
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Brian A. Shepherd

Brian A. Shepherd
PTC (PTC)
EVP, PLM & SCM Segments

Ranked #58,584 out of 99,797 Corporate Insiders

Profitable Transactions

50%
2 out of 4 Profitable Transactions

Average Return

-6.00%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$7M
77.87%
20.71%
1.43%
A breakdown of Brian A. Shepherd's holdings

Insider Roles

PTC
(PTC)
EVP, PLM & SCM Segments
Rockwell Automation
(ROK)
Sr. VP Software and Control
Mettler-Toledo
(MTD)
Director
Roles that Brian A. Shepherd holds in companies

Most Profitable Insider Trade

Stock:
PTC
(PTC)
Rating:Informative Buy
Date:Nov 04, 2009 - Nov 04, 2010
Return:+16.10%
The most profitable trade made by Brian A. Shepherd

Brian A. Shepherd's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
PTC
May 02, 2012
EVP, PLM & SCM Segments
Informative Sell
680.56K
$5.50M
Rockwell Automation
Feb 02, 2024
Sr. VP Software and Control
Uninformative Buy
363.74K
$1.46M
Mettler-Toledo
Nov 14, 2024
Director
Uninformative Buy
$100.80K
List of latest transactions for each holding click on a transaction to see Brian A. Shepherd's performance on stock

Brian A. Shepherd insider profile FAQ

What is the percentage of profitable transactions made by Brian A. Shepherd?
The percentage of profitable transactions made by Brian A. Shepherd is 50%.
    What is the average return per transaction made by Brian A. Shepherd?
    The average return per transaction made by Brian A. Shepherd is -6.00%.
      What stocks does Brian A. Shepherd hold?
      Brian A. Shepherd holds: PTC, ROK, MTD stocks.
        What was Brian A. Shepherd’s latest transaction?
        Brian A. Shepherd latest transaction was an Uninformative Buy of ―.
          What was Brian A. Shepherd's most profitable transaction?
          Brian A. Shepherd’s most profitable transaction was an Informative Buy of PTC stock on November 4, 2009. The return on the trade was 16.10%.
            What is Brian A. Shepherd's role in PTC?
            Brian A. Shepherd's role in PTC is EVP, PLM & SCM Segments.
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