WINA Winmark Corp
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WINA
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What changed
Recent filings, trades and movesKey stats
Related
About
- Industry (SIC)
- RETAIL-MISCELLANEOUS RETAIL (5900) · industry map
- Exchange
- XNAS
- Market Cap
- $0.9B
- Employees
- 87
- List Date
- 1993-04-08
- CIK
- 0000908315
- Last Earnings
- Jul 15
- Headquarters
- Minneapolis, MN
- Homepage
- https://www.winmarkcorporation.com
Winmark Corp is a franchisor of value-oriented retail store concepts that buy, sell, and trade gently used merchandise. The company has one reportable segment, including Franchising, and one non-reportable segment, Leasing. The franchising segment franchises value-oriented retail stores that buy, sell, trade, and consign merchandise as well as provide strategic consulting services relating to franchising. The leasing segment includes the middle-market equipment leasing business and small-ticket financing business. It generates a majority of its revenue from the Franchising segment.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -9.24% | -13.38% | 18.16% | -11.59% | -0.12% | 12.23% | -0.66% |
| Feb | 0.28% | 1.17% | 5.68% | 1.71% | -11.12% | -1.02% | -0.55% |
| Mar | 3.43% | -4.76% | 10.11% | -0.39% | -1.95% | -9.50% | -0.51% |
| Apr | 0.79% | -6.25% | 1.96% | -1.35% | 12.82% | -12.15% | -0.70% |
| May | -0.90% | -3.14% | -1.76% | -0.95% | 17.29% | 1.43% | 1.99% |
| Jun | -1.33% | 1.36% | 0.49% | -1.73% | -11.99% | 11.18% | -0.34% |
| Jul | 7.66% | 11.76% | 7.85% | 14.15% | -2.25% | -20.89% | 3.05% |
| Aug | 0.71% | -9.94% | 5.35% | -4.60% | 25.11% | -4.64% | 2.00% |
| Sep | 5.16% | 1.48% | -2.54% | 7.14% | 9.16% | -7.93% | 2.08% |
| Oct | 6.70% | 14.39% | 7.35% | 0.78% | -21.55% | -4.60% | 0.51% |
| Nov | 6.30% | -4.43% | 4.63% | 7.08% | -0.67% | -2.75%* | 1.69% |
| Dec | -2.41% | -3.42% | -4.01% | -5.89% | -3.14% | -- | -3.77% |
| Total | 17.09% | -17.15% | 65.23% | 1.91% | 2.14% | -35.82% | 5.57% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $286.02
SMA 50: $295.59
SMA 200: $373.34
Current: $275.38
EMA 12: $278.23
EMA 26: $286.20
MACD: -7.9795 | Signal: -0.9440
BEARISH
ADX (14): 29.23
TREND
+DI: 12.80
−DI: 28.06
Momentum Oscillators
RSI (14): 43.05
NEUTRAL
Stoch %K: 17.14
Stoch %D: 14.42
Williams %R: -68.78
Volume & Volatility
BB Upper: $313.43
BB Lower: $258.60
NEUTRAL
OBV: 3,872,783
Vol SMA 20: 87,873
Vol ROC: -47.58%
ATR: $12.46
True Range: $12.89
HV 20: 55.4%
HV 30: 45.9%
HV 60: 37.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-11T00:00:00 – 2026-11-09T00:00:00
AI Analysis
Written before WINA’s Jul 15 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall assessment: NEUTRAL with confidence level (6/10)
Key drivers and primary risks:
- Technical indicators suggest a consolidating trend, with no clear direction
- Low volatility reduces the risk of significant price movements
- No recent news headlines available to impact sentiment
Investment thesis: WINA's recent consolidation suggests a neutral market environment. While there is no clear catalyst for a large price move, the stock's low volatility and relatively stable earnings history make it an attractive holding for income-focused investors.
Recent news sentiment impact: N/A (no recent news headlines)
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Consolidating, with no clear direction
- Medium-term (1-3 months): Sideways trend
- Long-term (3-12 months): Uptrend
Support/Resistance Levels:
- Upper Bollinger Band: $445.07
- Middle Bollinger Band: $423.42
- Lower Bollinger Band: $401.76
Momentum Signals:
- RSI interpretation: Neutral (41.76), no oversold or overbought conditions
- MACD signal: Bullish, with a histogram value of 0.64 indicating momentum growth
- Bollinger Bands position: Neutral, with price trending sideways within the bands
Volume Analysis:
- Volume SMA 20: 94895.05 (stable)
- On-Balance Volume (OBV): 4438980.00 (increasing)
- Volume Rate of Change: -55.54% (reducing)
News & Sentiment Analysis
Recent Headlines Summary: N/A (no recent news headlines)
Sentiment Assessment: N/A (no recent news headlines)
Catalyst Identification: None identified from the provided data
Market Narrative: The lack of recent news headlines and stable technical indicators suggests a neutral market environment.
Risk & Volatility Assessment
Risk:
- Beta: 0.52 (low), indicating less volatility than the broader market
- Alpha: -0.01 (neutral)
- Correlation: 0.31 (moderate)
Volatility:
- Stock Volatility: 0.33 (low), suggesting reduced price movement risk
- Average True Range (ATR): $17.10 (stable)
- True Range: $9.81 (stable)
Options Market Signals: N/A (no options data available)
Downside Protection:
- Support levels: Lower Bollinger Band ($401.76) and SMA 200 ($407.29)
- Risk management considerations: Consider stop-loss levels at the lower Bollinger Band or SMA 200 for downside protection
Market Context & Positioning
Sector Performance: WINA's sector (Technology) has been relatively stable, with a moderate correlation to the broader market.
Institutional Activity: Institutional trading patterns suggest a neutral sentiment, with no clear buying or selling pressure.
Correlation Analysis: WINA's price movement is moderately correlated (0.31) with the broader market, indicating some alignment but not strong co-movement.
Relative Valuation: WINA's current price ($407.93) is within its recent trading range, suggesting a neutral valuation relative to the sector and market.
Key Levels & Action Items
Critical Price Levels:
- Lower Bollinger Band: $401.76 (support)
- SMA 200: $407.29 (support)
Breakout/Breakdown Levels:
- Upper Bollinger Band: $445.07 (resistance)
Time-Sensitive Catalysts: None identified from the provided data
Risk Management:
- Stop-loss levels at the lower Bollinger Band or SMA 200 for downside protection
- Consider scaling into positions using a risk-controlled approach
Generated
News
All WINA news →
WINA Options Activity & IV Rank
Loading options activity...
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.5592
Alpha: -41.89%
Correlation: 0.1994
R-Squared: 4.0%
Stock Volatility: 38.6%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own WINA
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $86.5M | #187 of 3138 | -0.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $17.8M | #520 of 4729 | +38.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.9M | #2372 of 3716 | +44.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WINA Institutional Ownership (13F)
Filings for 2026-06-30 · 82 already for 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
WINA Insider Trading (Form 4)
Latest: 2026-11-06Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-06 | Anthony D Ishaug | CHIEF FINANCIAL OFFICER | Exer (M) | +3,800 | $125.50 | $476.9K | EDGAR |
| 2026-10-23 | Renae M. Gaudette | CHIEF OPERATING OFFICER | Mixed Sell −1,875 · Exer +2,500 |
+625 | $193.20 | -$217.8K | EDGAR |
| 2026-07-01 | Percy C Tomlinson Jr | Director | Exer (M) | +3,700 | $240.16 | $888.6K | EDGAR |
| 2026-06-03 | Lawrence A Barbetta | Director | Award (A) | — | — | EDGAR | |
| 2026-06-01 | Stephanie S. Hoppe | Director | Grant (A) | +356 opt | — | EDGAR | |
| 2026-06-01 | Keith Credendino | Director | Grant (A) | +356 opt | — | EDGAR | |
| 2026-06-01 | Lisa Schurke Hake | CHIEF MARKETING OFFICER | Grant (A) | +10,968 opt | — | EDGAR | |
| 2026-06-01 | Amy C Becker | Director | Grant (A) | +356 opt | — | EDGAR | |
| 2026-06-01 | Renae M. Gaudette | CHIEF OPERATING OFFICER | Award (A) | — | — | EDGAR | |
| 2026-06-01 | Anthony D Ishaug | CHIEF FINANCIAL OFFICER | Award (A) | — | — | EDGAR | |
| 2026-06-01 | Brett D Heffes | CHAIR AND CEO | Award (A) | — | — | EDGAR | |
| 2026-06-01 | Percy C Tomlinson Jr | Director | Award (A) | — | — | EDGAR | |
| 2026-06-01 | Philip Irving Smith | Director | Grant (A) | +356 opt | — | EDGAR | |
| 2026-06-01 | Gina Decaro Sprenger | Director | Award (A) | — | — | EDGAR | |
| 2026-05-06 | Stephanie S. Hoppe | Director | Grant (A) | +3,400 opt | — | EDGAR |
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 (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WINA Insider Holdings
8 insiders · @ $275.38
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Ronald G Olson | 10%+ Owner | 400,567 | $110.31M | -$23.03M | 79 | 2024-11-26 |
| 2 | Brett D Heffes | CHAIR AND CEO | 114,738 | $31.60M | -$33.71M | 65 | 2026-06-01 |
| 3 | Anthony D Ishaug | CHIEF FINANCIAL OFFICER | 73,576 | $20.26M | -$13.67M | 56 | 2026-11-06 |
| 4 | Renae M. Gaudette | CHIEF OPERATING OFFICER | 21,985 | $6.05M | -$1.94M | 25 | 2026-10-23 |
| 5 | Percy C Tomlinson Jr | Director | 4,500 | $1.24M | -$719.5K | 16 | 2026-07-01 |
| 6 | Jenele C Grassle | Director | 2,500 | $688.5K | -$6.88M | 54 | 2026-03-05 |
| 7 | Lawrence A Barbetta | Director | 649 | $178.7K | -$11.61M | 41 | 2026-06-03 |
| 8 | Gina Decaro Sprenger | Director | 250 | $68.8K | $102.7K | 12 | 2026-06-01 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WINA Board & Officers
As of SEC filings through Nov 6, 2026Directors 8
- Lawrence A Barbetta · since Apr 30, 2012
- Brett D Heffes · listed since Jun 2016
- Gina Decaro Sprenger · since Jan 13, 2021
- Percy C Tomlinson Jr · since Dec 14, 2021
- Amy C Becker · since Nov 15, 2022
- Philip Irving Smith · since Mar 1, 2023
- Keith Credendino · since Aug 7, 2025
- Stephanie S. Hoppe · since May 5, 2026
Officers 4
- Brett D Heffes · Chair and CEO · listed since Jun 2020
- Anthony D Ishaug · Chief Financial Officer · since Sep 4, 2008
- Renae M. Gaudette · Chief Operating Officer · listed since Jun 2022
- Lisa Schurke Hake · Chief Marketing Officer · since Oct 1, 2025
Changes in the last 10 years (19)
| May 5, 2026 | Stephanie S. Hoppe became a director |
| Oct 1, 2025 | Lisa Schurke Hake became Chief Marketing Officer |
| Aug 7, 2025 | Keith Credendino became a director |
| Aug 6, 2025 | The company announced the departure of Jenele C Grassle from the board in an SEC filing |
| Feb 14, 2025 | Ronald G Olson reported in an SEC filing no longer being a 10% owner |
| Jan 15, 2024 | The company announced the departure of Mark L Wilson from the board in an SEC filing |
| Mar 1, 2023 | Philip Irving Smith became a director |
| Nov 15, 2022 | Amy C Becker became a director |
| Aug 3, 2022 | The company announced the departure of Paul C Reyelts from the board in an SEC filing |
| Jun 1, 2022 | Renae M. Gaudette listed as Chief Operating Officer (previously President of Franchising) in SEC filings |
| Dec 15, 2021 | The company announced the departure of Kirk A Mackenzie from the board in an SEC filing |
| Dec 14, 2021 | Percy C Tomlinson Jr became a director |
| Jan 13, 2021 | Gina Decaro Sprenger became a director |
| Jun 1, 2020 | Renae M. Gaudette listed as President of Franchising (previously Vice President of Franchising) in SEC filings |
| Jun 1, 2020 | Brett D Heffes listed as Chair and CEO (previously CEO) in SEC filings |
| Jul 1, 2019 | Steven C Zola reported in an SEC filing no longer being a director |
| Jul 1, 2019 | Steven C Zola reported in an SEC filing no longer being President, Winmark Capital |
| Dec 11, 2018 | Renae M. Gaudette became Vice President of Franchising |
| Feb 15, 2017 | John L Morgan listed as Executive Chairman (previously Chairman & CEO) in SEC filings |
Not reported recently (8)
- Leah A Goff · Last reported as VP of Human Resources in an SEC filing dated Mar 14, 2022
- John L Morgan · Last reported as a director in an SEC filing dated Jan 17, 2020
- Steven Murphy · Last reported as President of Franchising in an SEC filing dated Dec 16, 2019
- Nine Ten Partners LP · Last reported as a 10% owner in an SEC filing dated Apr 4, 2017
- Nine Ten Capital Management LLC · Last reported as a 10% owner in an SEC filing dated Apr 4, 2017
- James Shel Bradshaw · Last reported as a 10% owner in an SEC filing dated Apr 4, 2017
- Russell Chad Mollen · Last reported as a 10% owner in an SEC filing dated Apr 4, 2017
- Brian Timothy Bares · Last reported as a 10% owner in an SEC filing dated Apr 4, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WINA Proposed Insider Sales (Form 144)
Latest: 2026-10-22
? Form 144 Guide
Last 30d:
1 filing
· $526K notice value
· Last 90d:
1 filing
· $526K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Gaudette Renae M. (1, $526K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-22 | Gaudette Renae M. | Officer | 1,875 | $526.4K | 2026-10-22 | Piper Sandler & Co Inc | — | EDGAR |
| 2026-07-14 | GRASSLE JENELE C | Director | 1,390 | $524.8K | 2026-07-14 | Charles Schwab Corp. | — | EDGAR |
| 2026-05-07 | GRASSLE JENELE C | Former Affiliate | 3,000 | $1.10M | 2026-05-07 | Charles Schwab Corporation | — | EDGAR |
| 2026-03-04 | GRASSLE JENELE C | Director | 3,900 | $1.87M | 2026-03-04 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-03-03 | Tomlinson Family Rev Tr DTD 8/25/16 | Board Member | 1,660 | $751.9K | 2026-03-03 | UBS Financial Services Inc | — | EDGAR |
| 2025-11-21 | GRASSLE JENELE C | Director | 2,400 | $1.00M | 2025-11-21 | Charles Schwab Corporation | — | EDGAR |
| 2025-10-24 | Renae Gaudette | COO | 1,200 | $500.5K | 2025-10-24 | Merrill | — | EDGAR |
| 2025-09-17 | Barbetta Lawrence A | Director | 852 | $430.3K | 2025-09-17 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2025-08-27 | HEFFES BRETT D | Officer, Director | 4,971 | $2.23M | 2025-08-27 | Piper Sandler & Co Inc | — | EDGAR |
| 2025-08-26 | HEFFES BRETT D | Officer, Director | 2,441 | $1.12M | 2025-08-26 | Piper Sandler & Co Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-10-14
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
78 ETFs hold WINA
25 shown · $192.23M total exposure · 0.04% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.05% | $47.7M | $103.8B | 2026-11-06 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $30.7M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $20.3M | $76.6B | 2026-11-06 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $10.1M | — | 2026-09-30 |
| 5 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $7.4M | — | 2026-11-05 |
| 6 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.05% | $7.4M | $13.9B | 2026-11-06 |
| 7 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.05% | $7.3M | $15.7B | 2026-11-05 |
| 8 | XRT State Street® SPDR® S&P® Retail ETF | SPDR (State Street) | 1.13% | $7.2M | $642.3M | 2026-11-05 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.03% | $5.3M | — | 2026-09-30 |
| 10 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.22% | $4.9M | — | 2026-06-30 |
| 11 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $4.7M | — | 2026-08-31 |
| 12 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.06% | $4.4M | — | 2026-11-05 |
| 13 | OSCV Opus Small Cap Value ETF | Nport | 0.61% | $4.3M | — | 2026-07-31 |
| 14 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.06% | $4.1M | $7.3B | 2026-11-06 |
| 15 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.06% | $3.5M | — | 2026-09-30 |
| 16 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.05% | $3.2M | — | 2026-09-30 |
| 17 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.04% | $2.8M | $7.5B | 2026-11-06 |
| 18 | VUSE Vident U.S. Equity Strategy ETF | Nport | 0.33% | $2.8M | — | 2026-08-31 |
| 19 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.06% | $2.6M | $4.6B | 2026-11-05 |
| 20 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.21% | $2.5M | $1.2B | 2026-11-06 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.3M | — | 2026-11-05 |
| 22 | FSMD Fidelity Small-Mid Multifactor ETF | Fidelity | 0.08% | $2.0M | $2.4B | 2026-11-05 |
| 23 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.04% | $1.9M | $4.9B | 2026-11-05 |
| 24 | SCDV Bahl & Gaynor Small Cap Dividend ETF | Nport | 1.09% | $1.7M | — | 2026-06-30 |
| 25 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.12% | $1.2M | $1.0B | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
WINA vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ORLY O'Reilly Automotive, Inc. | $72.3B | 29.2 | +7.9% | −0.6% | 21 |
| BE Bloom Energy Corporation | $51.2B | 118.9 | +110.6% | +96.5% | 14 |
| CASY Casey's General Stores Inc | $25.4B | 33.3 | +13.8% | +24.4% | 69 |
| TXRH Texas Roadhouse, Inc. | $12.1B | 30.4 | +10.3% | +11.2% | 33 |
| AMKR Amkor Technology Inc | $8.1B | 14.1 | +15.7% | −18.5% | 24 |
| FCFS FirstCash Holdings, Inc. Common Stock | $8.0B | 20.3 | +22.7% | +19.8% | 47 |
| FSS Federal Signal Corp. | $6.9B | 24.3 | +24.0% | +5.2% | 22 |
| NPO Enpro Inc. | $5.5B | 94.6 | +16.4% | +26.0% | 22 |
| WINA Winmark Corp | $944M | — | — | −31.4% | — |
| Peer median | $10.1B | 29.8 | +16.0% | +15.5% | 23 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.