Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENCOR INDUSTRIES INCGENC · Entity 6059 | Secretary | August 30, 2023 | September 01, 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.
GENCOR INDUSTRIES INC
Report date August 30, 2023 · Filed September 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,012 |
Reported balance
After 2023-08-30 transaction · row 1
1 source rowRow 1 · 2023-08-30 · Sale · Disposed 1,000 · Balance 1,012 |
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 30, 2023 Filed Sep 1, 2023 19:11 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,000 | $14.40 | $14,400.00 |
DisclosureSEC source: 0001249984-23-000003 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,012 Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 20:23 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 500 | $14.00 | $7,000.00 |
DisclosureSEC source: 0001249984-23-000002 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,012 Read SEC document |
| June 07, 2023 Filed Jun 7, 2023 20:24 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,000 | $14.25 | $14,250.00 |
DisclosureSEC source: 0001249984-23-000001 · primary_doc.xml · nonDerivative · entry 2 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,512 Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:24 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,000 | $14.50 | $14,500.00 |
DisclosureSEC source: 0001249984-23-000001 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,512 Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 19:09 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Options (right to buy) · Derivative | 4,500 | $5.13 Strike: $5.13 | $23,067.00 |
DisclosureSEC source: 0001249984-21-000003 · primary_doc.xml · derivative · entry 2 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires 2021-10-01 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 · shares: The options exercised were granted on Oct 1, 2011 and vested in equal annual installments: Oct 1, 2012, Oct 1, 2013, Oct 1, 2014 and Oct 1, 2015. F1 · derivative.exercise_date: The options exercised were granted on Oct 1, 2011 and vested in equal annual installments: Oct 1, 2012, Oct 1, 2013, Oct 1, 2014 and Oct 1, 2015. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 19:09 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionCommon Stock | 4,500 | $5.13 | $23,067.00 |
DisclosureSEC source: 0001249984-21-000003 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,512 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 |
| March 10, 2021 Filed Mar 10, 2021 16:50 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 950 | $15.18 | $14,421.00 |
DisclosureSEC source: 0001249984-21-000002 · primary_doc.xml · nonDerivative · entry 3 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12 F1 · price: Represents average sales price. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 16:50 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 588 | $14.98 | $8,808.24 |
DisclosureSEC source: 0001249984-21-000002 · primary_doc.xml · nonDerivative · entry 2 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962 F1 · price: Represents average sales price. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 16:50 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 2,000 | $14.81 | $29,610.00 |
DisclosureSEC source: 0001249984-21-000002 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,550 F1 · price: Represents average sales price. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:33 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Options (right to buy) · Derivative | 3,500 | $5.13 Strike: $5.13 | $17,941.00 |
DisclosureSEC source: 0001249984-21-000001 · primary_doc.xml · derivative · entry 2 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 3,500 shares Expires 2021-10-01 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: The options exercised were granted on Oct 1, 2011 and vested in equal annual installments: Oct 1, 2012, Oct 1, 2013, Oct 1, 2014 and Oct 1, 2015. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:33 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionCommon Stock | 3,500 | $5.13 | $17,941.00 |
DisclosureSEC source: 0001249984-21-000001 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,550 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 28, 2019 Filed Aug 29, 2019 13:14 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 950 | $11.00 | $10,450.00 |
DisclosureSEC source: 0001249984-19-000001 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 2,600 | $15.53 | $40,378.00 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · nonDerivative · entry 6 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 400 | $15.51 | $6,204.00 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · nonDerivative · entry 5 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Read SEC document |
| June 14, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Options (right to buy) · Derivative | 4,000 | $5.13 Strike: $5.13 | $20,504.00 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · derivative · entry 8 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 4,000 shares Expires 2021-10-01 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: The options exercised were granted on Oct 1, 2011 and vested in equal annual installments: Oct 1, 2012, Oct 1, 2013, Oct 1, 2014 and Oct 1, 2015. Read SEC document |
| June 14, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionCommon Stock | 4,000 | $5.13 | $20,504.00 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · nonDerivative · entry 4 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 |
| June 13, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,803 | $15.70 | $28,307.10 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · nonDerivative · entry 3 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 13, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,197 | $15.80 | $18,912.60 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · nonDerivative · entry 2 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,803 Read SEC document |
| June 12, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Options (right to buy) · Derivative | 3,000 | $5.13 Strike: $5.13 | $15,378.00 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · derivative · entry 7 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 3,000 shares Expires 2021-10-01 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: The options exercised were granted on Oct 1, 2011 and vested in equal annual installments: Oct 1, 2012, Oct 1, 2013, Oct 1, 2014 and Oct 1, 2015. Read SEC document |
| June 12, 2018 Filed Jun 19, 2018 15:05 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionCommon Stock | 3,000 | $5.13 | $15,378.00 |
DisclosureSEC source: 0001249984-18-000007 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| March 09, 2018 Filed Mar 9, 2018 21:58 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 500 | $17.20 | $8,600.00 |
DisclosureSEC source: 0001249984-18-000001 · primary_doc.xml · nonDerivative · entry 2 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 21:58 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,000 | $17.20 | $17,200.00 |
DisclosureSEC source: 0001249984-18-000001 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 20:37 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 500 | $17.00 | $8,500.00 |
DisclosureSEC source: 0001249984-17-000002 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| September 07, 2017 Filed Sep 7, 2017 21:41 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 1,000 | $15.55 | $15,550.00 |
DisclosureSEC source: 0001249984-17-000001 · primary_doc.xml · nonDerivative · entry 1 LYONS JEANNE M · CIK 0001249984 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.