Brett D Heffes - Net Worth and Insider Trading
Brett D Heffes Net Worth
The estimated net worth of Brett D Heffes is at least $42 Million dollars as of 2024-04-25. Brett D Heffes is the CHAIR AND CEO of Winmark Corp and owns about 111,785 shares of Winmark Corp (WINA) stock worth over $42 Million. Details can be seen in Brett D Heffes's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brett D Heffes has not made any transactions after 2024-04-18 and currently still holds the listed stock(s).
Transaction Summary of Brett D Heffes
Brett D Heffes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brett D Heffes owns 2 companies in total, including Winmark Corp () , and BBQ Holdings Inc () .
Click here to see the complete history of Brett D Heffes’s form 4 insider trades.
Insider Ownership Summary of Brett D Heffes
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| Winmark Corp | 2023-04-26 | CFO & Treasurer | |
| BBQ Holdings Inc | 2014-05-22 | director |
Brett D Heffes Latest Holdings Summary
Brett D Heffes currently owns a total of 1 stock. Brett D Heffes owns 111,785 shares of Winmark Corp (WINA) as of April 18, 2024, with a value of $42 Million.
Latest Holdings of Brett D Heffes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WINA | Winmark Corp | 2024-04-18 | 111,785 | 371.80 | 41,561,663 |
Holding Weightings of Brett D Heffes
Brett D Heffes Form 4 Trading Tracker
According to the SEC Form 4 filings, Brett D Heffes has made a total of 10 transactions in Winmark Corp (WINA) over the past 5 years, including 0 buys and 10 sells. The most-recent trade in Winmark Corp is the sale of 8,290 shares on April 18, 2024, which brought Brett D Heffes around $3 Million.
Insider Trading History of Brett D Heffes
- 1
Brett D Heffes Trading Performance
GuruFocus tracks the stock performance after each of Brett D Heffes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brett D Heffes is 0.92%. GuruFocus also compares Brett D Heffes's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brett D Heffes within 3 months outperforms 3 times out of 6 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brett D Heffes's insider trading performs compared to the benchmark.
Performance of Brett D Heffes
Average Return
13.49%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 6.11 | 0.92 | 7.2 | 13.49 | 13.71 | 13.63 |
| Relative Return to S&P 500(%) | 8.11 | 2.89 | 8.86 | 9.38 | 10.34 | 10.69 |
Brett D Heffes Ownership Network
Ownership Network List of Brett D Heffes
Ownership Network Relation of Brett D Heffes
Brett D Heffes Owned Company Details
What does Winmark Corp do?
Who are the key executives at Winmark Corp?
Brett D Heffes is the CFO & Treasurer of Winmark Corp. Other key executives at Winmark Corp include Chief Financial Officer Anthony D Ishaug , Vice President of Franchising Renae M. Gaudette , and VP of Human Resources Leah A Goff .
Winmark Corp () Insider Trades Summary
Over the past 18 months, Brett D Heffes made 3 insider transaction in Winmark Corp () with a net sale of 22,717. Other recent insider transactions involving Winmark Corp () include a net sale of 11,500 shares made by Anthony D Ishaug , a net sale of 6,486 shares made by Mark L Wilson , and a net sale of 17,000 shares made by Lawrence A Barbetta .
In summary, during the past 3 months, insiders sold 12,290 shares of Winmark Corp () in total and bought 0 shares, with a net sale of 12,290 shares. During the past 18 months, 63,370 shares of Winmark Corp () were sold and 0 shares were bought by its insiders, resulting in a net sale of 63,370 shares.
Winmark Corp ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Winmark Corp Insider Transactions
Brett D Heffes Mailing Address
Above is the net worth, insider trading, and ownership report for Brett D Heffes. You might contact Brett D Heffes via mailing address: 605 Hwy 169 N, Suite 400, Minneapolis Mn 55441.
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