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Brian A Shepherd

CIK 1458677 · Sr. VP Software and Control · last filed 2025-11-13

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$2.79M

Companies

3

Total Filings

26

Lifetime Open-Market Net

-$2.62M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
MTD Director 146 $1131.49 $165.2K $0 3 2025-11-13
ROK Sr. VP Software and Control 5,725 $459.34 $2.63M -$704.0K 8 2024-02-02
PTC INC. (PMTC) Delisted EVP, PLM & SCM Segments 60,597 — — -$1.92M 15 2012-05-02

Recent Filings · Page 3 of 3

26 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2009-11-17 PTC INC. (PMTC) Delisted Mixed +7,844 -$454.3K EDGAR
2009-11-05 PTC INC. (PMTC) Delisted Grant (A) — $0 EDGAR
2009-11-04 PTC INC. (PMTC) Delisted Mixed +3,541 $13.0K EDGAR
2009-05-14 PTC INC. (PMTC) Delisted Grant (A) — $0 EDGAR
2009-03-19 PTC INC. (PMTC) Delisted Grant (A) — $0 EDGAR
2009-03-16 PTC INC. (PMTC) Delisted Mixed +1,648 -$8.7K EDGAR
Showing 21–26 of 26
Page 3 of 3
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.