Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSTEEL INDUSTRIES INCIIIN · Entity 5373 | VP and Asst. Secretary | September 06, 2023 | September 07, 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.
INSTEEL INDUSTRIES INC
Report date September 06, 2023 · Filed September 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,791 |
Ending reported balance
After 2023-09-06 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-09-06 · Exercise / conversion · Acquired 2,027 · Balance 20,708 Row 2 · 2023-09-06 · Exercise / conversion · Acquired 1,412 · Balance 22,120 Row 3 · 2023-09-06 · Tax withholding · Disposed 1,834 · Balance 20,286 Row 4 · 2023-09-06 · Tax withholding · Disposed 996 · Balance 19,290 Row 5 · 2023-09-06 · Sale · Disposed 43 · Balance 19,247 Row 6 · 2023-09-06 · Sale · Disposed 1,456 · Balance 17,791 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.86 · Expires 2030-08-11 | Direct | 0 |
Reported balance
After 2023-09-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-09-06 · Exercise / conversion · Disposed 1,412 · Balance 0 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.43 · Expires 2031-02-16 | Direct | 1,014 |
Reported balance
After 2023-09-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2023-09-06 · Exercise / conversion · Disposed 2,027 · Balance 1,014 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.77 · Expires 2032-08-15 | Direct | 2,669 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 2,669 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.54 · Expires 2032-02-15 | Direct | 2,427 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 2,427 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.27 · Expires 2033-02-14 | Direct | 2,837 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 2,837 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.87 · Expires 2031-08-16 | Direct | 2,164 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 2,164 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.85 · Expires 2028-08-13 | Direct | 2,633 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 2,633 F1: Options vest 1/3 annually beginning one year from grant date. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.06 · Expires 2027-02-07 | Direct | 2,745 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 2,745 F1: Options vest 1/3 annually beginning one year from grant date. |
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 1,274 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,274 |
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 896 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 896 |
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 973 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 973 |
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 1,144 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,144 |
| Restricted Stock UnitSEC Table I · non-derivative | Direct | 1,239 |
Reported balance
Holding disclosure · report date 2023-09-06 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 1,239 |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest 1/3 annually beginning one year from grant date.
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 |
|---|---|---|---|---|---|---|
| August 12, 2017 Filed Aug 14, 2017 13:13 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Tax withholdingCommon Stock | 559 | $26.25 | $14,673.75 |
DisclosureSEC source: 0001140361-17-031526 · doc1.xml · nonDerivative · entry 1 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,788 Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 13:22 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | GrantStock Option (Right to Buy) · Derivative | 4,024 | $0.00 Strike: $26.75 | $0.00 |
DisclosureSEC source: 0001140361-17-030455 · doc1.xml · derivative · entry 3 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,024 Underlying: Common Stock · 4,024 shares Expires 2027-08-07 F1 · derivative.exercise_date: Options vest 1/3 annually beginning one year from grant date Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 13:22 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | GrantCommon Stock (Restricted Stock Units) | 1,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-030455 · doc1.xml · nonDerivative · entry 1 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,682 Read SEC document |
| February 13, 2017 Filed Feb 13, 2017 15:49 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | SaleCommon Stock | 2,642 | $37.69 | $99,579.62 |
DisclosureSEC source: 0001140361-17-006004 · doc1.xml · nonDerivative · entry 2 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,518 Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 15:49 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Tax withholdingCommon Stock | 601 | $37.82 | $22,729.82 |
DisclosureSEC source: 0001140361-17-006004 · doc1.xml · nonDerivative · entry 1 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,160 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 14:34 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | GrantStock Option (Right to Buy) · Derivative | 2,745 | $0.00 Strike: $37.06 | $0.00 |
DisclosureSEC source: 0001140361-17-004994 · doc1.xml · derivative · entry 3 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,745 Underlying: Common Stock · 2,745 shares Expires 2027-02-07 F1 · derivative.exercise_date: Options vest 1/3 annually beginning one year from grant date Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 14:34 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | GrantCommon Stock (Restricted Stock Units) | 1,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004994 · doc1.xml · nonDerivative · entry 1 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,245 Read SEC document |
| November 29, 2016 Filed Nov 29, 2016 19:12 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | SaleCommon Stock | 1,902 | $40.68 | $77,369.56 |
DisclosureSEC source: 0001140361-16-088037 · doc1.xml · nonDerivative · entry 4 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,796 Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 19:12 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,536 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001140361-16-088037 · doc1.xml · derivative · entry 7 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,768 Underlying: Common Stock · 3,536 shares Expires 2024-08-12 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_date: Options vest 1/3 annually beginning one year from grant date Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 19:12 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,915 | $0.00 Strike: $18.05 | $0.00 |
DisclosureSEC source: 0001140361-16-088037 · doc1.xml · derivative · entry 6 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,828 Underlying: Common Stock · 1,915 shares Expires 2025-08-17 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_date: Options vest 1/3 annually beginning one year from grant date Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 19:12 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Tax withholdingCommon Stock | 3,549 | $41.06 | $145,721.94 |
DisclosureSEC source: 0001140361-16-088037 · doc1.xml · nonDerivative · entry 3 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,698 Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 19:12 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Exercise / conversionCommon Stock | 1,915 | $18.05 | $34,565.75 |
DisclosureSEC source: 0001140361-16-088037 · doc1.xml · nonDerivative · entry 2 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,247 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. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 19:12 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Exercise / conversionCommon Stock | 3,536 | $20.50 | $72,488.00 |
DisclosureSEC source: 0001140361-16-088037 · doc1.xml · nonDerivative · entry 1 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,332 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 |
| October 31, 2016 Filed Nov 1, 2016 12:42 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,370 | $0.00 Strike: $13.06 | $0.00 |
DisclosureSEC source: 0001140361-16-084258 · doc1.xml · derivative · entry 3 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,370 shares Expires 2022-02-21 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_date: Options vest 1/3 annually beginning one year from grant date Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 12:42 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | Exercise / conversionCommon Stock | 1,370 | $13.06 | $17,892.20 |
DisclosureSEC source: 0001140361-16-084258 · doc1.xml · nonDerivative · entry 1 PETELLE JAMES F · CIK 0001189812 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,796 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.