Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AZZ INCAZZ · Entity 4043 | Director | July 11, 2023 | July 12, 2023 |
| Alon USA Energy, Inc.ALJ · Entity 169584 | President and CEO | December 29, 2016 | January 03, 2017 |
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.
AZZ INC
Report date July 11, 2023 · Filed July 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 21,079 |
Reported balance
After 2023-07-11 transaction · row 1
1 source rowRow 1 · 2023-07-11 · Grant · Acquired 2,682 · Balance 21,079 |
Alon USA Energy, Inc.
Report date December 29, 2016 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 488,067 |
Ending reported balance
After 2016-12-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-12-29 · Disposition to issuer · Disposed 117,308 · Balance 390,423 F1: Represents the cancellation of shares previously issued pursuant to the Alon USA Energy, Inc. Amended and Restated 2005 Incentive Compensation Plan for no consideration . Row 2 · 2016-12-29 · Grant · Acquired 111,319 · Balance 501,742 F2: Represents shares acquired pursuant to the Alon USA Energy, Inc. 2016 Fair Market Value Stock Purchase Plan. Row 3 · 2016-12-31 · Tax withholding · Disposed 13,675 · Balance 488,067 F3: The reporting person surrendered shares of common stock to the Issuer to satisfy a tax withholding obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the cancellation of shares previously issued pursuant to the Alon USA Energy, Inc. Amended and Restated 2005 Incentive Compensation Plan for no consideration .
F2: Represents shares acquired pursuant to the Alon USA Energy, Inc. 2016 Fair Market Value Stock Purchase Plan.
F3: The reporting person surrendered shares of common stock to the Issuer to satisfy a tax withholding obligation.
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 |
|---|---|---|---|---|---|---|
| July 11, 2023 Filed Jul 12, 2023 20:30 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-23-000130 · wf-form4_168919381370878.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,079 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 20:48 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-22-000146 · wf-form4_165774529591999.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,397 Read SEC document |
| July 13, 2021 Filed Jul 14, 2021 21:49 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 1,976 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-21-000165 · wf-form4_162629935325172.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,778 Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 20:56 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 3,174 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-20-000168 · wf-form4_159432819558918.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,802 Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 20:40 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-19-000152 · wf-form4_156279121798606.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,628 Read SEC document |
| July 10, 2018 Filed Jul 10, 2018 22:13 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 1,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-18-000119 · wf-form4_153126077979860.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,504 Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 21:33 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000112 · wf-form4_149989521702833.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,681 Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 17:00 UTC | Alon USA Energy, Inc. ALJ · Entity 169584 | Tax withholdingCommon Stock, par value $0.01 per share | 13,675 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000329 · doc4.xml · nonDerivative · entry 3 EISMAN WALLACE P · CIK 0001019715 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,067 F3 · kind: The reporting person surrendered shares of common stock to the Issuer to satisfy a tax withholding obligation. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 17:00 UTC | Alon USA Energy, Inc. ALJ · Entity 169584 | GrantCommon Stock, par value $0.01 per share | 111,319 | $11.87 | $1,321,356.53 |
DisclosureSEC source: 0001209191-17-000329 · doc4.xml · nonDerivative · entry 2 EISMAN WALLACE P · CIK 0001019715 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,742 F2 · price: Represents shares acquired pursuant to the Alon USA Energy, Inc. 2016 Fair Market Value Stock Purchase Plan. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 17:00 UTC | Alon USA Energy, Inc. ALJ · Entity 169584 | Disposition to issuerCommon Stock, par value $0.01 per share | 117,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000329 · doc4.xml · nonDerivative · entry 1 EISMAN WALLACE P · CIK 0001019715 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,423 F1 · kind: Represents the cancellation of shares previously issued pursuant to the Alon USA Energy, Inc. Amended and Restated 2005 Incentive Compensation Plan for no consideration . 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.