Brett D Heffes - Net Worth and Insider Trading
Brett D Heffes Net Worth
The estimated net worth of Brett D Heffes is at least $44 Million dollars as of 2024-12-29. Brett D Heffes is the CHAIR AND CEO of Winmark Corp and owns about 111,785 shares of Winmark Corp (WINA) stock worth over $44 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Brett D Heffes has not made any transactions after 2024-11-06 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 (WINA) , and BBQ Holdings Inc (BBQ) .
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 |
|---|---|---|---|
| WINA | Winmark Corp | 2024-11-06 | CFO & Treasurer |
| BBQ | 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 November 6, 2024, with a value of $44 Million.
Latest Holdings of Brett D Heffes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WINA | Winmark Corp | 2024-11-06 | 111,785 | 396.20 | 44,289,217 |
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 9 transactions in Winmark Corp (WINA) over the past 5 years, including 0 buys and 9 sells. The most-recent trade in Winmark Corp is the sale of 8,997 shares on November 6, 2024, which brought Brett D Heffes around $4 Million.
Insider Trading History of Brett D Heffes
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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
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 6.11 | | | | | |
| Relative Return to S&P 500(%) | 8.11 | | | | | |
Brett D Heffes Ownership Network
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 10 percent owner Ronald G Olson , Vice President of Franchising Renae M. Gaudette , and Chief Financial Officer Anthony D Ishaug .
Winmark Corp (WINA) Insider Trades Summary
Over the past 18 months, Brett D Heffes made 2 insider transaction in Winmark Corp (WINA) with a net sale of 17,287. Other recent insider transactions involving Winmark Corp (WINA) include a net sale of 10,400 shares made by Anthony D Ishaug , a net sale of 6,140 shares made by Lawrence A Barbetta , and a net sale of 2,165 shares made by Renae M. Gaudette .
In summary, during the past 3 months, insiders sold 22,318 shares of Winmark Corp (WINA) in total and bought 0 shares, with a net sale of 22,318 shares. During the past 18 months, 43,392 shares of Winmark Corp (WINA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 43,392 shares.
Winmark Corp (WINA)'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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