Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVCO INDUSTRIES, INC.CVCO · Entity 4020 | See Remarks | August 04, 2023 | August 04, 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.
CAVCO INDUSTRIES, INC.
Report date August 04, 2023 · Filed August 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 615 |
Reported balance
After 2023-08-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-04 · Tax withholding · Disposed 26 · Balance 615 F1: Surrender of shares for payment of tax withholding on release of Restricted Stock Units. F2: Includes 406 shares of Restricted Stock Units allocated but not yet vested or delivered. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares for payment of tax withholding on release of Restricted Stock Units.
F2: Includes 406 shares of Restricted Stock Units allocated but not yet vested or delivered.
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 04, 2023 Filed Aug 4, 2023 22:08 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 26 | $290.01 | $7,540.26 |
DisclosureSEC source: 0000278166-23-000070 · wk-form4_1691186884.xml · nonDerivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615 F1 · shares: Surrender of shares for payment of tax withholding on release of Restricted Stock Units. F2 · balance_after: Includes 406 shares of Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:50 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 24 | $270.81 | $6,499.44 |
DisclosureSEC source: 0000278166-23-000038 · wf-form4_168513421220434.xml · nonDerivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 641 F1 · shares: Surrender of shares for payment of tax withholding on release of Restricted Stock Units. F2 · balance_after: Includes 509 shares of Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| May 15, 2023 Filed May 17, 2023 23:48 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0000278166-23-000013 · wf-form4_168436727672682.xml · nonDerivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 665 F1 · shares: Award of Restricted Stock Units that will pay out into shares of Common Stock of the Company as follows: 33% on the first anniversary of the grant date, 33% on the second anniversary of the grant date and 34% on the third anniversary of the grant date. F2 · balance_after: Includes 588 shares underlying Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| August 04, 2022 Filed Aug 4, 2022 22:33 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 26 | $255.72 | $6,648.72 |
DisclosureSEC source: 0000278166-22-000051 · wf-form4_165965241299718.xml · nonDerivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529 F1 · shares: Surrender of shares for payment of tax withholding on release of Restricted Stock Units. F2 · balance_after: Includes 452 shares of Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| May 25, 2022 Filed May 26, 2022 22:43 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0000278166-22-000015 · wf-form4_165360498952232.xml · nonDerivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555 F1 · shares: This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company as follows: 33% on the first anniversary of the grant date, 33% on the second anniversary of the grant date and 34% on the third anniversary of the grant date. F2 · balance_after: Includes 555 shares of Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:03 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0000278166-21-000048 · wf-form4_162828377116157.xml · nonDerivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315 F1 · shares: This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company as follows: 33% on the first anniversary of the grant date, 33% on the second anniversary of the grant date and 34% on the third anniversary of the grant date. F2 · balance_after: Includes 315 shares of Restricted Stock Units allocated but not yet vested or delivered. Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 22:34 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $183.83 | $0.00 |
DisclosureSEC source: 0000278166-20-000046 · wf-form4_159606190090015.xml · derivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2027-07-28 F1 · derivative.exercise_date: The options vest 25% annually from the Date of Grant which was July 28, 2020. Read SEC document |
| July 09, 2019 Filed Jul 18, 2019 19:19 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $153.94 | $0.00 |
DisclosureSEC source: 0000278166-19-000091 · wf-form4_156347753598664.xml · derivative · entry 1 Zeller Lyle D · CIK 0001775849 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2026-07-09 F1 · derivative.exercise_date: The options vest 25% annually from the Date of Grant which was July 9, 2019. 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.