Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHYFT GROUP, INC.SHYF · Entity 77937 | Chief Operating Officer | March 30, 2023 | April 03, 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.
SHYFT GROUP, INC.
Report date March 30, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,502 |
Ending reported balance
After 2023-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-30 · Tax withholding · Disposed 5,052 · Balance 56,952 F1: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Row 2 · 2023-03-31 · Tax withholding · Disposed 450 · Balance 56,502 F1: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Dauch Corp
Report date August 09, 2017 · Filed August 09, 2017
Section 16 reporting ended · disclosed 2017-08-09. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| March 31, 2023 Filed Apr 3, 2023 19:06 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 450 | $22.75 | $10,237.50 |
DisclosureSEC source: 0001437749-23-009141 · rdgdoc.xml · nonDerivative · entry 2 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,502 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 19:06 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 5,052 | $22.28 | $112,558.56 |
DisclosureSEC source: 0001437749-23-009141 · rdgdoc.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,952 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 7,120 | $31.70 | $225,704.00 |
DisclosureSEC source: 0001437749-23-004033 · rdgdoc.xml · nonDerivative · entry 6 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,826 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 16,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-004033 · rdgdoc.xml · nonDerivative · entry 5 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,946 F1 · security: Shares of common stock granted in settlement of performance stock units granted March 30, 2020 under the 2016 Stock Incentive Plan, as amended and restated, based on the achievement of specified performance goals. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 8,336 | $31.70 | $264,251.20 |
DisclosureSEC source: 0001437749-23-004033 · rdgdoc.xml · nonDerivative · entry 4 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,616 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 19,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-004033 · rdgdoc.xml · nonDerivative · entry 3 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,952 F1 · security: Shares of common stock granted in settlement of performance stock units granted March 30, 2020 under the 2016 Stock Incentive Plan, as amended and restated, based on the achievement of specified performance goals. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 7,840 | $31.70 | $248,528.00 |
DisclosureSEC source: 0001437749-23-004033 · rdgdoc.xml · nonDerivative · entry 2 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,833 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 17,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-004033 · rdgdoc.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,673 F1 · security: Shares of common stock granted in settlement of performance stock units granted March 30, 2020 under the 2016 Stock Incentive Plan, as amended and restated, based on the achievement of specified performance goals. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 16:41 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008056 · rdgdoc.xml · nonDerivative · entry 2 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,113 F2 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 16:41 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 3,314 | $37.98 | $125,865.72 |
DisclosureSEC source: 0001437749-22-008056 · rdgdoc.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,023 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-008042 · rdgdoc.xml · nonDerivative · entry 4 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,337 F2 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 119 | $36.72 | $4,369.68 |
DisclosureSEC source: 0001437749-21-008042 · rdgdoc.xml · nonDerivative · entry 3 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,817 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 2,914 | $36.72 | $107,002.08 |
DisclosureSEC source: 0001437749-21-008042 · rdgdoc.xml · nonDerivative · entry 2 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,936 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:34 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 1,371 | $36.72 | $50,343.12 |
DisclosureSEC source: 0001437749-21-008042 · rdgdoc.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,850 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 17:45 UTC | SHYFT GROUP, INC. SPAR · Entity 77937 | GrantCommon Stock | 30,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-006669 · rdgdoc.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,221 F1 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:18 UTC | Dauch Corp AXL · Entity 4703 | GrantCommon Stock | 4,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020537 · form4.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · President Casting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,935 F1 · shares: These shares represent a grant of Restricted Stock Units (RSUs) that will settle in common stock upon vesting. These RSUs will vest on the third anniversary of the grant date. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 20:14 UTC | Dauch Corp AXL · Entity 4703 | Tax withholdingCommon Stock | 1,278 | $17.00 | $21,726.00 |
DisclosureSEC source: 0001127602-17-014588 · form4.xml · nonDerivative · entry 2 HEAVIN TODD A · CIK 0001208018 · President Casting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,582 Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 20:14 UTC | Dauch Corp AXL · Entity 4703 | GrantCommon Stock | 40,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-014588 · form4.xml · nonDerivative · entry 1 HEAVIN TODD A · CIK 0001208018 · President Casting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,860 F1 · price: Received in exchange for 81,720 shares of Metaldyne Performance Group Inc. (MPG) common stock in connection with the Issuer's acquisition of MPG under the Agreement and Plan of Merger, dated as of November 3, 2016, among the Issuer, MPG, and a wholly-owned subsidiary of the Issuer (the Merger). At the effective time of the Merger, each outstanding share of MPG common stock (as well as each outstanding restricted stock award of MPG and each share underlying outstanding restricted stock units with respect to MPG) held by the reporting person was converted into (i) $13.50 in cash, without interest, and (ii) 0.5 of a share of Issuer common stock. On the effective date of the Merger, the closing price of the Issuer's common stock was $17.00. All outstanding restricted stock awards of MPG and restricted stock units with respect to MPG held by the reporting person vested in connection with the Merger. 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.