Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRANSCAT INCTRNS · Entity 1920 | Director | September 06, 2023 | September 08, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TRANSCAT INC
Report date September 06, 2023 · Filed September 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.50 par valueSEC Table I · non-derivative | Direct | 48,680 |
Reported balance
After 2023-09-07 transaction · row 1
1 source rowRow 1 · 2023-09-07 · Exercise / conversion · Acquired 677 · Balance 48,680 F1: These restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 456 |
Reported balance
After 2023-09-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-06 · Grant · Acquired 456 · Balance 456 F1: These restricted stock units convert into common stock on a one-for-one basis. F2: These restricted stock units were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 6, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-09-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-09-07 · Exercise / conversion · Disposed 677 · Balance 0 F1: These restricted stock units convert into common stock on a one-for-one basis. F3: These restricted stock units vested on September 7, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units convert into common stock on a one-for-one basis.
F2: These restricted stock units were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 6, 2024.
F3: These restricted stock units vested on September 7, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 07, 2023 Filed Sep 8, 2023 20:33 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017855 · form4.xml · derivative · entry 3 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested on September 7, 2023. F3 · derivative.expiration_date: These restricted stock units vested on September 7, 2023. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:33 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017855 · form4.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,680 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:33 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 456 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017855 · form4.xml · derivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456 Underlying: Common Stock, $.50 par value · 456 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 6, 2024. F2 · derivative.expiration_date: These restricted stock units were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 6, 2024. Read SEC document |
| September 08, 2022 Filed Sep 8, 2022 20:37 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019362 · form4.xml · derivative · entry 3 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 756 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested on September 8, 2022. F3 · derivative.expiration_date: These restricted stock units vested on September 8, 2022. Read SEC document |
| September 08, 2022 Filed Sep 8, 2022 20:37 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019362 · form4.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 07, 2022 Filed Sep 8, 2022 20:37 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019362 · form4.xml · derivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677 Underlying: Common Stock, $.50 par value · 677 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 7, 2023. F2 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 7, 2023. F2 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 7, 2023. Read SEC document |
| September 09, 2021 Filed Sep 9, 2021 20:19 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 1,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000285 · edgar.xml · derivative · entry 3 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 1,753 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested on September 9, 2021. F3 · derivative.expiration_date: These restricted stock units vested on September 9, 2021. Read SEC document |
| September 09, 2021 Filed Sep 9, 2021 20:19 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 1,753 | $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000285 · edgar.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,247 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 20:19 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000285 · edgar.xml · derivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 Underlying: Common Stock, $.50 par value · 756 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. F2 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. F2 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:17 UTC | TRANSCAT INC TRNS · Entity 1920 | SaleCommon Stock, $.50 par value | 5,621 | $42.15 | $236,925.15 |
DisclosureSEC source: 0000891839-21-000046 · edgar.xml · nonDerivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,494 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.00 to $42.26, inclusive. Mr. Moore undertakes to provide to Transcat, Inc., any securityholder of Transcat, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:17 UTC | TRANSCAT INC TRNS · Entity 1920 | SaleCommon Stock, $.50 par value | 8,000 | $40.14 | $321,120.00 |
DisclosureSEC source: 0000891839-21-000046 · edgar.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,115 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.28, inclusive. Mr. Moore undertakes to provide to Transcat, Inc., any securityholder of Transcat, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:21 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 2,196 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-20-000288 · edgar.xml · derivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 2,196 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested on September 11, 2020. F2 · derivative.expiration_date: These restricted stock units vested on September 11, 2020. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:21 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 2,196 | $0.00 | $0.00 |
DisclosureSEC source: 0000891839-20-000288 · edgar.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,115 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 09, 2020 Filed Sep 11, 2020 20:13 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-20-000279 · edgar.xml · derivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753 Underlying: Common Stock, $.50 par value · 1,753 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 9, 2021. F1 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 9, 2021. F1 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 9, 2021. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:31 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 2,196 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-19-000178 · edgar.xml · derivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,196 Underlying: Common Stock, $.50 par value · 2,196 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 11, 2020. F1 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 11, 2020. F1 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 11, 2020. Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:42 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantCommon Stock, $.50 par value | 1,305 | $22.98 | $29,988.90 |
DisclosureSEC source: 0000891839-19-000084 · edgar.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,919 Read SEC document |
| May 23, 2018 Filed May 24, 2018 20:59 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantCommon Stock, $.50 par value | 1,916 | $15.65 | $29,985.40 |
DisclosureSEC source: 0000891839-18-000041 · edgar.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,614 Read SEC document |
| August 04, 2017 Filed Aug 8, 2017 20:17 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionOption (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $6.35 | $0.00 |
DisclosureSEC source: 0000891839-17-000109 · edgar.xml · derivative · entry 3 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.50 per share · 4,000 shares Expires 2017-08-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 04, 2017 Filed Aug 8, 2017 20:17 UTC | TRANSCAT INC TRNS · Entity 1920 | SaleCommon Stock, $.50 par value | 4,000 | $13.00 | $52,000.00 |
DisclosureSEC source: 0000891839-17-000109 · edgar.xml · nonDerivative · entry 2 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,698 Read SEC document |
| August 04, 2017 Filed Aug 8, 2017 20:17 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 4,000 | $6.35 | $25,400.00 |
DisclosureSEC source: 0000891839-17-000109 · edgar.xml · nonDerivative · entry 1 MOORE PAUL D · CIK 0001231775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,698 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.