WINA.NASDAQWinmark CORP

Form 4: Winmark Director Exercises Options, Sells 2,400 Shares

Sentiment:

Insider Transaction Report


A Winmark Corp. director exercised stock options and subsequently sold 2,400 shares of common stock for $420.87 per share.

Summary

  • Jenele C. Grassle, a Director of Winmark Corp. (WINA), engaged in a series of transactions involving the company's common stock.
  • On November 19, 2025, Grassle exercised stock options to acquire a total of 2,400 shares of common stock.
  • These options were exercised at prices of $98.25, $125.50, and $122.50 per share.
  • Following the option exercises, on November 21, 2025, Grassle sold all 2,400 newly acquired shares at a price of $420.87 per share.
  • The transactions were conducted pursuant to a Rule 10b5-1 trading plan.
  • After these transactions, Grassle directly owns 2,500 shares of Winmark Corp. common stock and holds options for an additional 10,100 shares.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions (exercise and sell) executed under a Rule 10b5-1 plan, which is generally considered neutral as it's pre-scheduled and not indicative of new sentiment.

Positives

  • The sale price of $420.87 per share represents a significant gain over the exercise prices, indicating profitable option exercises.
  • The transactions were executed under a Rule 10b5-1 plan, suggesting a pre-planned and routine diversification or liquidity event rather than a reaction to new, non-public information.

Negatives

  • The sale of 2,400 shares by a director could be perceived as a reduction in direct equity exposure, although it is offset by remaining option holdings.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: The sale of shares by a director could be viewed as a slight reduction in direct insider ownership, but the pre-planned nature mitigates negative interpretations.
  • Employees: No direct impact.
  • Customers: No direct impact.
  • Suppliers: No direct impact.
  • Creditors: No direct impact.

Key Dates

DateDescription
06/01/2017Date exercisable for 800 stock options with an exercise price of $98.25, expiring 06/01/2026.
12/12/2017Date exercisable for 800 stock options with an exercise price of $125.50, expiring 12/12/2026.
06/01/2018Date exercisable for 800 stock options with an exercise price of $122.50, expiring 06/01/2027.
12/11/2018Date exercisable for 800 stock options with an exercise price of $134.25, expiring 12/11/2027.
06/01/2019Date exercisable for 800 stock options with an exercise price of $143.20, expiring 06/01/2028.
12/11/2019Date exercisable for 800 stock options with an exercise price of $156.00, expiring 12/11/2028.
06/01/2020Date exercisable for 750 stock options with an exercise price of $164.84, expiring 06/01/2029.
12/16/2020Date exercisable for 750 stock options with an exercise price of $176.20, expiring 12/16/2029.
06/01/2021Date exercisable for 750 stock options with an exercise price of $143.87, expiring 06/01/2030.
12/14/2021Date exercisable for 750 stock options with an exercise price of $183.87, expiring 12/14/2030.
06/01/2022Date exercisable for 750 stock options with an exercise price of $195.82, expiring 06/01/2031.
12/13/2022Date exercisable for 750 stock options with an exercise price of $261.32, expiring 12/13/2031.
06/01/2023Date exercisable for 880 stock options with an exercise price of $197.80, expiring 06/01/2032.
12/12/2023Date exercisable for 620 stock options with an exercise price of $238.60, expiring 12/12/2032.
06/01/2024Date exercisable for 380 stock options with an exercise price of $325.99, expiring 06/01/2033.
12/01/2024Date exercisable for 240 stock options with an exercise price of $446.68, expiring 12/01/2033.
06/01/2025Date exercisable for 300 stock options with an exercise price of $355.90, expiring 06/01/2034.
11/19/2025Date of option exercises for 2,400 shares of common stock.
11/21/2025Date of sale of 2,400 shares of common stock.
12/09/2025Date exercisable for 300 stock options with an exercise price of $400.97, expiring 12/09/2034.
06/01/2026Date exercisable for 280 stock options with an exercise price of $424.82, expiring 06/01/2035.

Recommendation

hold

This Form 4 filing details a routine exercise of stock options and subsequent sale of shares by a director under a Rule 10b5-1 plan. Such pre-planned transactions are common for diversification and liquidity and typically do not reflect a change in the insider's view of the company's fundamental prospects. Therefore, this filing alone does not warrant a change in investment recommendation; a 'hold' stance remains appropriate, pending further fundamental analysis of Winmark Corp.

Keywords

Winmark Corp, WINA, Insider Trading, Form 4, Stock Options, Director Transactions, Equity Sales, Rule 10b5-1

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