WINA Winmark (WINA) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Retail-miscellaneous retail · CIK 0000908315
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
118
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $1.2M priced
What the filings say about WINA
Insiders, 180 days
-$531.5K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$526.4K
1 notice
Winmark insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, WINMARK CORP insiders sold a net $531.5K of stock across 154 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Oct 24, 2025.
- The trade is 1.8% of the 23,439 shares held after it.
- No other insider sold within 30 days.
- 118 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF OPERATING OFFICER Gaudette Renae M. sold about $120.1K of WINA on Oct 22, 2026; 118 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Oct 24, 2025.
- The trade is 0.9% of the 23,230 shares held after it.
- No other insider sold within 30 days.
- 118 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF OPERATING OFFICER Gaudette Renae M. sold about $59.4K of WINA on Oct 22, 2026; 118 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Oct 24, 2025.
- The trade is 5.7% of the 21,985 shares held after it.
- No other insider sold within 30 days.
- 118 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF OPERATING OFFICER Gaudette Renae M. sold about $352.1K of WINA on Oct 22, 2026; 118 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Nov 21, 2025.
- The trade is 156.0% of the 2,500 shares held after it.
- 1 other insider sold within 30 days.
- 118 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director GRASSLE JENELE C sold about $1.9M of WINA on Mar 4, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 118 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Apr 14, 2022.
- -8.9% median (-8.9% mean) 90-day return after 2 previous buys.
- The trade is 207.5% of the 800 shares held after it.
- 1 other insider sold within 30 days.
- 118 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Tomlinson Percy C Jr sold about $764.5K of WINA on Mar 3, 2026; 1 other insider sold within 30 days and 118 funds added in the latest 13F quarter.154 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$531.5K over 180 days
-$531.5K over 90 days
more than 55% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
118 funds bought in last quarter
more than 55% of Wholesale & Retail
Revenue
+5.9% year over year
more than 59% of Wholesale & Retail
Margin
48.4% net margin
more than 99% of Wholesale & Retail
Buybacks
$8.1M repurchased, FY to 2026-09-26
below 67% of Wholesale & Retail
Short interest
13.0% of the float short (float per yahoo 2026-10-26) · 2.7 days to cover · settled 2026-09-30
more than 86% of Wholesale & Retail
What changed in the last 30 days
Oct 23CHIEF OPERATING OFFICER Gaudette Renae M. sold $531.5K (Oct 22)
Oct 22Officer Gaudette Renae M. filed to sell $526.4K by Oct 22 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch WINA
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-32.2%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WINA: institutional holders (13F)
13F holdings, latest reported quarter
489,771 sh
$207.2M
286,587 sh
$121.2M
204,412 sh
$86.5M
175,481 sh
$74.2M
172,363 sh
$72.9M
Congress trades in WINA
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WINA planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Gaudette Renae M.
Filed 2026-10-22
$526.4K
GRASSLE JENELE C
Filed 2026-07-14
$524.8K
WINA mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Rockefeller US Small Cap Core Fund
$2.8M position · as of 2026-05-31
2.8%
AVE MARIA VALUE FUND
$11.3M position · as of 2026-06-30
2.1%
State Street(R) SPDR(R) S&P(R) Retail ETF
$5.6M position · as of 2026-06-30
1.5%
Allspring Special Global Small Cap Fund
$1.6M position · as of 2026-07-31
1.4%
Kennedy Capital ESG SMID Cap Fund
$1.3M position · as of 2026-06-30
1.4%
Bahl & Gaynor Small Cap Dividend ETF
$1.7M position · as of 2026-06-30
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$2.1M
$2.3M
$927.3K
+157%
+64%
2024
$1.8M
$1.1M
$1.0M
+141%
+56%
2023
$1.6M
$6.4M
$906.7K
+147%
+13%
2022
$1.8M
$2.2M
$1.0M
+36%
-18%
2021
$1.8M
$2.5M
$962.0K
+36%
+19%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $531.5K sold by insiders over 180 days, 118 funds added last quarter, $526.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
WINA financials
Revenue growth
+5.9%
XBRL, annual
Net margin
48.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$91.8M
four quarters, 2025-09-28 to 2026-09-26
Revenue, TTM WINA
| FY Dec 2025 | $86.1M |
| FY Dec 2024 | $81.3M |
| FY Dec 2023 | $83.2M |
| FY Dec 2022 | $81.4M |
| FY Dec 2021 | $78.2M |
| Sep 2026 | $27.9M |
| Jun 2026 | $22.0M |
| Mar 2026 | $20.8M |
| Dec 2025 | $21.1M |
| Sep 2025 | $22.6M |
| Jun 2025 | $20.4M |
| Mar 2025 | $21.9M |
| Dec 2024 | $19.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+45.1%
net income over revenue, 2025-09-28 to 2026-09-26
Net margin, TTM WINA
| FY Dec 2025 | +48.4% |
| FY Dec 2024 | +49.2% |
| FY Dec 2023 | +48.3% |
| FY Dec 2022 | +48.4% |
| FY Dec 2021 | +51.0% |
| Sep 2026 | +42.4% |
| Jun 2026 | +47.3% |
| Mar 2026 | +44.4% |
| Dec 2025 | +47.2% |
| Sep 2025 | +49.2% |
| Jun 2025 | +51.9% |
| Mar 2025 | +45.4% |
| Dec 2024 | +49.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$43.8M
operating cash flow minus capex, 2025-09-28 to 2026-09-26
Free cash flow, TTM WINA
| FY Dec 2025 | $44.7M |
| FY Dec 2024 | $42.0M |
| FY Dec 2023 | $43.6M |
| FY Dec 2022 | $43.7M |
| FY Dec 2021 | $48.3M |
| Sep 2026 | $12.7M |
| Jun 2026 | $10.7M |
| Mar 2026 | $11.9M |
| Dec 2025 | $8.5M |
| Sep 2025 | $12.2M |
| Jun 2025 | $9.0M |
| Mar 2025 | $15.0M |
| Dec 2024 | $8.5M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity WINA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.92x
TTM operating cash flow over long-term debt only, 2021-12-25 (57 months older than the period end)
Cash flow to debt WINA
| FY Dec 2025 | 0.94x |
| FY Dec 2024 | 0.88x |
| FY Dec 2023 | 0.92x |
| FY Dec 2022 | 0.92x |
| FY Dec 2021 | 1.01x |
| Sep 2026 | 0.92x |
| Jun 2026 | 0.91x |
| Mar 2026 | 0.87x |
| Dec 2025 | 0.94x |
| Sep 2025 | 0.94x |
| Jun 2025 | 0.94x |
| Mar 2025 | 0.92x |
| Dec 2024 | 0.88x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity WINA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+83.9%
TTM net income over average of 2025-09-27 and 2026-09-26
Return on assets WINA
| FY Dec 2025 | +161.0% |
| FY Dec 2024 | +143.2% |
| FY Dec 2023 | +135.2% |
| FY Dec 2022 | +137.5% |
| FY Dec 2021 | +137.1% |
| Sep 2026 | +83.9% |
| Jun 2026 | +94.4% |
| Mar 2026 | +112.7% |
| Dec 2025 | +161.0% |
| Sep 2025 | +78.1% |
| Jun 2025 | +93.9% |
| Mar 2025 | +109.0% |
| Dec 2024 | +143.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
invested capital is zero or negative
Return on invested capital WINA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +306.1% |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+134.7%
operating income (EBIT proxy) over average of 2025-09-27 and 2026-09-26 minus current liabilities
Return on capital employed WINA
| FY Dec 2025 | +266.5% |
| FY Dec 2024 | +262.9% |
| FY Dec 2023 | +277.7% |
| FY Dec 2022 | +291.5% |
| FY Dec 2021 | +278.4% |
| Sep 2026 | +134.7% |
| Jun 2026 | +151.6% |
| Mar 2026 | +198.2% |
| Dec 2025 | +266.5% |
| Sep 2025 | +123.6% |
| Jun 2025 | +156.6% |
| Mar 2025 | +211.6% |
| Dec 2024 | +262.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
25.07x
close 2026-10-27 over four quarters of diluted EPS, 2025-09-28 to 2026-09-26
P/E, trailing WINA
| FY Dec 2025 | 36.27x |
| FY Dec 2024 | 36.38x |
| FY Dec 2023 | 37.86x |
| FY Dec 2022 | 21.48x |
| FY Dec 2021 | 23.08x |
| Sep 2026 | 26.44x |
| Jun 2026 | 37.95x |
| Mar 2026 | 37.62x |
| Dec 2025 | 36.27x |
| Sep 2025 | 44.79x |
| Jun 2025 | 33.39x |
| Mar 2025 | 28.15x |
| Dec 2024 | 36.38x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.0B
market value at close 2026-10-27 on 2026-10-12 shares, plus long-term debt only, 2021-12-25 (57 months older than the period end), minus cash 2026-09-26
Enterprise value WINA
| FY Dec 2025 | $1.5B |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $1.5B |
| FY Dec 2022 | $844.8M |
| FY Dec 2021 | $913.4M |
| Sep 2026 | $1.1B |
| Jun 2026 | $1.5B |
| Mar 2026 | $1.5B |
| Dec 2025 | $1.5B |
| Sep 2025 | $1.8B |
| Jun 2025 | $1.3B |
| Mar 2025 | $1.1B |
| Dec 2024 | $1.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.4%
TTM free cash flow over market value at close 2026-10-27
FCF yield WINA
| FY Dec 2025 | +3.1% |
| FY Dec 2024 | +3.0% |
| FY Dec 2023 | +3.0% |
| FY Dec 2022 | +5.4% |
| FY Dec 2021 | +5.5% |
| Sep 2026 | +4.1% |
| Jun 2026 | +2.9% |
| Mar 2026 | +2.8% |
| Dec 2025 | +3.1% |
| Sep 2025 | +2.5% |
| Jun 2025 | +3.4% |
| Mar 2025 | +3.9% |
| Dec 2024 | +3.0% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -0%, PEG needs growth
PEG, trailing WINA
| FY Dec 2025 | 9.40x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 83.13x |
| FY Dec 2022 | 4.50x |
| FY Dec 2021 | 0.65x |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | 9.40x |
| Sep 2025 | 16.88x |
| Jun 2025 | 13.06x |
| Mar 2025 | 12.84x |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $86.1M | $81.3M | $83.2M | $81.4M |
| Operating income | $54.6M | $52.9M | $53.3M | $53.6M |
| Net income | $41.7M | $40.0M | $40.2M | $39.4M |
| EPS (diluted) | 11.30 | 10.89 | 11.04 | 10.97 |
| Operating cash flow | $44.9M | $42.2M | $44.0M | $43.8M |
| Cash | $10.3M | $12.2M | $13.4M | $13.6M |
| Buybacks | $2.4M | n/a | n/a | $49.1M |
| Dividends paid | $49.1M | $38.9M | $43.7M | $19.3M |
SEC XBRL, fiscal years, as known on 2026-10-28
WINA Stock Sonar score 6/7 axes
Find similar shapesCompareWINA ranks highest on profitability (99th percentile) and financial health (78th), and lowest on insider conviction (28th), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WINA filings, in plain words
Are Winmark insiders buying or selling WINA?
In the 180 days to 2026-10-28, Winmark insiders were net sellers, a net $531.5K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of WINA?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $526.4K of stock; the latest, by Gaudette Renae M., was filed 2026-10-22.
Read the full summary
In the 180 days to 2026-10-28, Winmark insiders were net sellers of WINA, a net $531.5K across purchases and sales reported on Form 4 by 1 seller. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $526.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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