Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIENT INCALNT · Entity 4689 | Senior VP and Group President | September 01, 2023 | September 06, 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.
ALLIENT INC
Report date September 01, 2023 · Filed September 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 108,249 |
Reported balance
After 2023-09-01 transaction · row 1
1 source rowRow 1 · 2023-09-01 · Tax withholding · Disposed 361 · Balance 108,249 F1: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP Trust | 4,534 |
Reported balance
Holding disclosure · report date 2023-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,534 |
Filing footnotes · ownership attribution and instrument terms
F1: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan.
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 |
|---|---|---|---|---|---|---|
| March 13, 2018 Filed Mar 15, 2018 23:53 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001239944-18-000023 · edgar.xml · nonDerivative · entry 3 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,488 F3 · shares: Grant of performance shares pursuant to the Company's 2017 Omnibus Incentive Plan. All or a portion of these STIP performance shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committee for the year ending December 31, 2018. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 23:53 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001239944-18-000023 · edgar.xml · nonDerivative · entry 2 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,611 F2 · shares: Grant of restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on March 31, 2019, 2020 and 2021. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 23:53 UTC | ALLIENT INC AMOT · Entity 4689 | Disposition to issuerCommon Stock | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001239944-18-000023 · edgar.xml · nonDerivative · entry 1 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,485 F1 · shares: Forfeiture of unearned performance shares previously granted pursuant to the Company's 2007 Stock Incentive Plan. Read SEC document |
| October 18, 2017 Filed Feb 19, 2019 22:34 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 1,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-19-000015 · edgar.xml · nonDerivative · entry 2 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,882 F1 · price: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 31, 2017 Filed Feb 19, 2019 22:34 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 1,312 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-19-000015 · edgar.xml · nonDerivative · entry 1 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,588 F1 · price: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:42 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 2,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001239944-17-000020 · edgar.xml · nonDerivative · entry 3 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,176 F3 · shares: Grant of performance shares pursuant to the Company's 2007 Stock Incentive Plan. All or a portion of these STIP performance shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committee for the year ending December 31, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:42 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 1,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001239944-17-000020 · edgar.xml · nonDerivative · entry 2 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,841 F2 · shares: Grant of restricted shares pursuant to the Company's 2007 Stock Incentive Plan. These restricted shares vest one-third each on March 31, 2018, 2019 and 2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:42 UTC | ALLIENT INC AMOT · Entity 4689 | Disposition to issuerCommon Stock | 1,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001239944-17-000020 · edgar.xml · nonDerivative · entry 1 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,440 F1 · shares: Forfeiture of unearned performance shares previously granted pursuant to the Company's 2007 Stock Incentive Plan. Read SEC document |
| October 18, 2016 Filed Dec 10, 2016 01:21 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 1,707 | $20.22 | $34,515.54 |
DisclosureSEC source: 0001239944-16-000067 · edgar.xml · nonDerivative · entry 1 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,713 F1 · shares: On October 18, 2016, 4,615 restricted shares vested and the Reporting Person instructed the Company to withhold 1,707 shares of common stock to cover tax withholding obligations as permitted under the Company's 2007 Stock Incentive Plan, as amended. Read SEC document |
| March 31, 2015 Filed Feb 14, 2017 22:07 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 1,766 | $33.20 | $58,631.20 |
DisclosureSEC source: 0001239944-17-000017 · edgar.xml · nonDerivative · entry 2 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,369 F2 · balance_after: On March 31, 2015 the Reporting Person instructed the Company to withhold 1,766 shares of common stock to cover tax withholding obligations in connection with the vesting of certain restricted shares as permitted under the Company's 2007 Stock Incentive Plan, as amended. Read SEC document |
| March 31, 2015 Filed Feb 14, 2017 21:55 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 1,766 | $33.20 | $58,631.20 |
DisclosureSEC source: 0001239944-17-000016 · edgar.xml · nonDerivative · entry 2 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,369 F2 · balance_after: On March 31, 2015 the Reporting Person instructed the Company to withhold 1,766 shares of common stock to cover tax withholding obligations in connection with the vesting of certain restricted shares as permitted under the Company's 2007 Stock Incentive Plan, as amended. Read SEC document |
| March 04, 2015 Filed Feb 14, 2017 22:07 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 578 | $27.55 | $15,923.90 |
DisclosureSEC source: 0001239944-17-000017 · edgar.xml · nonDerivative · entry 1 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,135 F1 · balance_after: On March 4, 2015 the Reporting Person instructed the Company to withhold 578 shares of common stock to cover tax withholding obligations in connection with the vesting of certain restricted shares as permitted under the Company's 2007 Stock Incentive Plan, as amended. Read SEC document |
| March 04, 2015 Filed Feb 14, 2017 21:55 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 578 | $27.55 | $15,923.90 |
DisclosureSEC source: 0001239944-17-000016 · edgar.xml · nonDerivative · entry 1 Maida Robert P · CIK 0001563439 · VP Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,135 F1 · balance_after: On March 4, 2015 the Reporting Person instructed the Company to withhold 578 shares of common stock to cover tax withholding obligations in connection with the vesting of certain restricted shares as permitted under the Company's 2007 Stock Incentive Plan, as amended. 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.