Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENCOR INDUSTRIES INCGENC · Entity 6059 | Chief Financial Officer | December 20, 2022 | December 22, 2022 |
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.
GENCOR INDUSTRIES INC
Report date December 20, 2022 · Filed December 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 229,750 |
Reported balance
After 2022-12-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-12-20 · Other · Acquired 229,650 · Balance 229,750 F1: 1) On December 20, 2022 through acquisition by will, the Reporting Person became an indirect beneficiary of the shares. |
| Class B StockSEC Table I · non-derivative | IndirectTrust | 89,100 |
Reported balance
After 2022-12-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-12-20 · Other · Acquired 71,280 · Balance 89,100 F1: 1) On December 20, 2022 through acquisition by will, the Reporting Person became an indirect beneficiary of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: 1) On December 20, 2022 through acquisition by will, the Reporting Person became an indirect beneficiary of the shares.
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 |
|---|---|---|---|---|---|---|
| December 20, 2022 Filed Dec 22, 2022 19:38 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | OtherClass B Stock | 71,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001550851-22-000001 · primary_doc.xml · nonDerivative · entry 2 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 89,100 F1 · shares: 1) On December 20, 2022 through acquisition by will, the Reporting Person became an indirect beneficiary of the shares. Read SEC document |
| December 20, 2022 Filed Dec 22, 2022 19:38 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | OtherCommon Stock | 229,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001550851-22-000001 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 229,750 F1 · shares: 1) On December 20, 2022 through acquisition by will, the Reporting Person became an indirect beneficiary of the shares. Read SEC document |
| March 12, 2021 Filed Mar 12, 2021 22:43 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 2,400 | $15.69 | $37,651.20 |
DisclosureSEC source: 0001550851-21-000001 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · price: Represents average sales price. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 14:11 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | GiftCommon Stock | 1,000 | $12.55 | $12,550.00 |
DisclosureSEC source: 0001550851-19-000001 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:28 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 4,000 | $17.01 | $68,040.00 |
DisclosureSEC source: 0001550851-18-000002 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| March 09, 2018 Filed Mar 9, 2018 21:39 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Options (right to buy) · Derivative | 7,500 | $4.77 Strike: $4.77 | $35,775.00 |
DisclosureSEC source: 0001550851-18-000001 · primary_doc.xml · derivative · entry 6 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2021-10-01 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 · derivative.exercise_date: The options exercised were granted on May 28, 2012 and vested in equal annual installments: May 28, 2013, May 28, 2014, and May 28, 2015. Read SEC document |
| March 09, 2018 Filed Mar 9, 2018 21:39 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | GiftCommon Stock | 1,000 | $17.20 | $17,200.00 |
DisclosureSEC source: 0001550851-18-000001 · primary_doc.xml · nonDerivative · entry 5 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| March 09, 2018 Filed Mar 9, 2018 21:39 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionCommon Stock | 7,500 | $4.77 | $35,775.00 |
DisclosureSEC source: 0001550851-18-000001 · primary_doc.xml · nonDerivative · entry 4 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 |
| March 08, 2018 Filed Mar 9, 2018 21:39 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 500 | $17.25 | $8,625.00 |
DisclosureSEC source: 0001550851-18-000001 · primary_doc.xml · nonDerivative · entry 3 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:39 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 4,000 | $16.76 | $67,040.00 |
DisclosureSEC source: 0001550851-18-000001 · primary_doc.xml · nonDerivative · entry 2 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:39 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 5,000 | $16.79 | $83,950.00 |
DisclosureSEC source: 0001550851-18-000001 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 17:26 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 3,750 | $16.65 | $62,437.50 |
DisclosureSEC source: 0001550851-17-000004 · primary_doc.xml · nonDerivative · entry 2 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 17:26 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 8,000 | $16.51 | $132,080.00 |
DisclosureSEC source: 0001550851-17-000004 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,250 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:54 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 3,750 | $16.67 | $62,512.50 |
DisclosureSEC source: 0001550851-17-000003 · primary_doc.xml · nonDerivative · entry 2 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,250 Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:54 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 5,250 | $16.75 | $87,937.50 |
DisclosureSEC source: 0001550851-17-000003 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 Read SEC document |
| June 02, 2017 Filed Jun 2, 2017 20:49 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 8,250 | $16.17 | $133,402.50 |
DisclosureSEC source: 0001550851-17-000002 · primary_doc.xml · nonDerivative · entry 2 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,250 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:49 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 10,750 | $16.15 | $173,569.50 |
DisclosureSEC source: 0001550851-17-000002 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,500 Read SEC document |
| May 23, 2017 Filed May 25, 2017 19:03 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Giftcommon stock | 1,000 | $16.00 | $16,000.00 |
DisclosureSEC source: 0001550851-17-000001 · primary_doc.xml · nonDerivative · entry 1 Mellen Eric E · CIK 0001550851 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,250 F1 · shares: The reporting individual made a bona fide gift of 1,000 shares to a charitable organization. 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.