Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Director | May 24, 2023 | May 24, 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.
POWELL INDUSTRIES INC
Report date May 24, 2023 · Filed May 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,700 |
Reported balance
After 2023-05-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-24 · Sale · Disposed 500 · Balance 19,700 F1: Includes shares that have a time-based vesting provision. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares that have a time-based vesting provision.
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 |
|---|---|---|---|---|---|---|
| May 24, 2023 Filed May 24, 2023 18:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 500 | $58.23 | $29,115.00 |
DisclosureSEC source: 0001209191-23-031849 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,700 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| May 05, 2023 Filed May 15, 2023 20:48 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,500 | $49.05 | $73,567.50 |
DisclosureSEC source: 0001209191-23-029496 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,200 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 19:30 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-23-010438 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,700 F2 · shares: Represents shares of restricted stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2024 Annual Stockholder Meeting. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 19:30 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-23-010438 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,500 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 16, 2022 Filed Feb 16, 2022 23:46 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-22-010325 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,300 F2 · shares: Shares of restricted common stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2023 Annual Stockholder Meeting. Read SEC document |
| February 16, 2022 Filed Feb 16, 2022 23:46 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-22-010325 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,100 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| May 10, 2021 Filed May 13, 2021 19:41 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,400 | $37.00 | $88,800.00 |
DisclosureSEC source: 0001209191-21-032300 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,300 Read SEC document |
| May 10, 2021 Filed May 17, 2021 19:27 UTC Amendment | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,400 | $37.00 | $88,800.00 |
DisclosureSEC source: 0001209191-21-033120 · doc4a.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,700 F1 · balance_after: The reporting person is filing this amendment to correct a calculation error with respect to the amount of securities beneficially owned following the reported transaction. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:23 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-21-015940 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2022 Annual Stockholder Meeting. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:23 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-21-015940 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,100 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:34 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-20-011551 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2021 Annual Stockholder Meeting. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:34 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-20-011551 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,700 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:45 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-19-012515 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2020 Annual Stockholder Meeting. F2 · balance_after: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2020 Annual Stockholder Meeting. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:45 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-19-012515 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 22:41 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-18-012538 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F2 · shares: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. F3 · balance_after: Includes 1,000 shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 22:41 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-18-012538 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 20:19 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-17-015746 · doc4.xml · nonDerivative · entry 2 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 F3 · shares: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests 100% on the earlier of the first anniversary from the date of the grant or the 2018 Annual Stockholder Meeting. F4 · balance_after: Includes 2,000 shares of restricted stock that have time-based vesting provisions. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 20:19 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-17-015746 · doc4.xml · nonDerivative · entry 1 WHITE JOHN DAVID · CIK 0001565270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. F2 · balance_after: Includes 1,000 shares of restricted stock that have time-based vesting provisions. 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.