Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Willdan Group, Inc.WLDN · Entity 4758 | Director | June 07, 2023 | June 09, 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.
Willdan Group, Inc.
Report date June 07, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,320 |
Reported balance
After 2023-06-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-07 · Grant · Acquired 3,585 · Balance 61,320 F1: Represents shares of restricted stock awarded to the Reporting Person by the Issuer on June 7, 2023, which vest in two substantially equal installments on each of June 7, 2024 and June 7, 2025. F2: Includes 1,295 shares of restricted stock that vest on June 9, 2024. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote 3 | 80,400 |
Reported balance
Holding disclosure · report date 2023-06-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 80,400 F3: The shares of common stock are held by the LVRJC Partnership. The reporting person is the managing partner of the LVRJC Partnership and has sole voting and investment control over the shares of the Issuer's common stock held therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock awarded to the Reporting Person by the Issuer on June 7, 2023, which vest in two substantially equal installments on each of June 7, 2024 and June 7, 2025.
F2: Includes 1,295 shares of restricted stock that vest on June 9, 2024.
F3: The shares of common stock are held by the LVRJC Partnership. The reporting person is the managing partner of the LVRJC Partnership and has sole voting and investment control over the shares of the Issuer's common stock held therein.
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 |
|---|---|---|---|---|---|---|
| June 07, 2023 Filed Jun 9, 2023 18:08 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 3,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-009535 · form4-06092023_100636.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,320 F1 · shares: Represents shares of restricted stock awarded to the Reporting Person by the Issuer on June 7, 2023, which vest in two substantially equal installments on each of June 7, 2024 and June 7, 2025. F2 · balance_after: Includes 1,295 shares of restricted stock that vest on June 9, 2024. Read SEC document |
| June 09, 2022 Filed Jan 20, 2023 18:30 UTC Amendment | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 2,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001282 · form4a-01202023_110139.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,735 F1 · shares: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2023 and June 9, 2024. F2 · balance_after: Includes (i) 892 shares of restricted stock that vest on each of June 9, 2023 and (ii) 1,527 shares of restricted stock that vest on June 11, 2022. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 18:39 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 1,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-006625 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,146 F1 · shares: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2022 and June 9, 2023. F2 · balance_after: Includes (i) 829 shares of restricted stock that vest on June 13, 2021, (ii) 1,084 shares of restricted stock that vest on June 13, 2021, (iii) 1,526 shares of restricted stock that vest on June 11, 2021 and (iv) 1,527 shares of restricted stock that vest on June 11, 2022. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:53 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007385 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,363 F1 · shares: The shares of restricted stock vest in two substantially equal installments on each of June 11, 2021 and June 11, 2022. F2 · balance_after: Includes (i) 829 shares of restricted stock that vest June 13, 2021 and (ii) 1,084 shares of restricted stock that vest on June 13, 2021. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 13:25 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $4.01 | $0.00 |
DisclosureSEC source: 0001179110-19-008070 · edgar.xml · derivative · entry 3 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-06-06 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 24, 2019 Filed Jun 25, 2019 13:25 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 5,000 | $4.01 | $20,050.00 |
DisclosureSEC source: 0001179110-19-008070 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,310 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 · balance_after: Includes (i) 491 shares of restricted stock that vest on June 8, 2020, (ii) 1,657 shares of restricted stock that vest in two substantially equal installments on each of June 13, 2020 and June 13, 2021 and (iii) 2,168 shares of restricted stock that vest in two substantially equal installments on each of June 13, 2020 and June 13, 2021. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 16:50 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-007763 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,310 F1 · shares: The shares of restricted stock vest in two equal installments on each of June 13, 2020 and June 13, 2021 F2 · balance_after: Includes (i) 491 shares of restricted stock that vest on June 8, 2020 and (ii) 1,657 shares of restricted stock that vest in two substantially equal installments on each of June 13, 2020 and June 13, 2021. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 17:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 2,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008638 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,142 F1 · shares: The shares vest in three substantially equal installments on each of June 13, 2019, June 13, 2020 and June 13, 2021 F2 · balance_after: Includes (i) 983 shares of restricted stock that vest in two substantially equal installments on each of June 8, 2019 and June 8, 2020 and (ii) 1,528 shares of restricted stock that vest on June 9, 2019. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 17:32 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $5.21 | $0.00 |
DisclosureSEC source: 0001179110-18-005636 · edgar.xml · derivative · entry 3 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2018-06-10 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. F3 · derivative.exercise_date: The option became exercisable in two substantially equal installments on each of June 10, 2009 and June 10, 2010. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 17:32 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 2,000 | $5.21 | $10,420.00 |
DisclosureSEC source: 0001179110-18-005636 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,657 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 · balance_after: Includes (i) 1,200 shares of restricted stock that vest on June 5, 2018, (ii) 1,474 shares of restricted stock that vest in three substantially equal installments on each of June 8, 2018, June 8, 2019 and June 8, 2020 and (iii) 3,056 shares of restricted stock that vest in two substantially equal installments on each of June 9, 2018 and June 9, 2019. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 13:30 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008868 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,657 F1 · shares: The shares vest in three substantially equal installments on each of June 8, 2018, June 8, 2019 and June 8, 2020. F2 · balance_after: Includes 4,583 shares of restricted stock that vest in three substantially equal installments on each of June 9, 2017, June 9, 2018 and June 9, 2019 and includes 1,200 shares of restricted stock that vest on June 5, 2018. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 13:57 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $9.28 | $0.00 |
DisclosureSEC source: 0001179110-17-005997 · edgar.xml · derivative · entry 3 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2017-06-12 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. F4 · derivative.exercise_date: The option became exercisable in two equal installments on each of June 12, 2008 and June 12, 2009. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 13:57 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 2,000 | $9.28 | $18,560.00 |
DisclosureSEC source: 0001179110-17-005997 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,183 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 · balance_after: Includes 4,583 shares that vest in three substantially equal installments on each of June 9, 2017, June 9, 2018 and June 9, 2019 and includes 2,400 shares that vest in two equal installments on each of June 5, 2017 and June 5, 2018. Read SEC document |
| October 19, 2016 Filed Oct 19, 2016 20:16 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $10.64 | $0.00 |
DisclosureSEC source: 0001179110-16-030829 · edgar.xml · derivative · entry 3 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2016-11-22 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 19, 2016 Filed Oct 19, 2016 20:16 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 2,000 | $10.64 | $21,280.00 |
DisclosureSEC source: 0001179110-16-030829 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,183 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 · balance_after: Includes 4,583 shares that vest in three equal installments on each of June 9, 2017, June 9, 2018 and June 9, 2019 and includes 2,400 shares that vest in two equal installments on each of June 5, 2017 and June 5, 2018. Read SEC document |
| June 05, 2015 Filed Jan 17, 2017 19:44 UTC Amendment | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000977 · edgar.xml · nonDerivative · entry 1 RENKEN KEITH · CIK 0001251079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,600 F1 · shares: The shares vest in three equal installments on each of June 5, 2016, June 5, 2017 and June 5, 2018. F2 · balance_after: The original Form 4 had omitted 2,500 shares from the total amount of securities beneficially owned following the reported transaction due to an inadvertent miscalculation. These 2,500 shares were also omitted from four Forms 4 filed by the reporting person after his original Form 4. F3 · balance_after: The original Form 4 had also reported all of the shares as held directly by the reporting person whereas only 13,600 shares are held directly. 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.