Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Willdan Group, Inc.WLDN · Entity 4758 | SVP, BUSINESS DEVELOPMENT | March 28, 2022 | March 30, 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.
Willdan Group, Inc.
Report date March 28, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,533 |
Last balance in matching sequence
After 2022-03-28 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2022-03-28 · Grant · Acquired 1,316 · Balance 25,621 F1: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 6, 2018. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 28, 2022, resulting in the immediate vesting of the restricted stock units as to 1,316 shares of Common Stock. F2: Includes 3,800 shares of restricted stock that vest in one installment on March 8, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Row 2 · 2022-03-28 · Grant · Acquired 1,254 · Balance 26,875 F3: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 2, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 28, 2022, resulting in the immediate vesting of the restricted stock units as to 1,254 shares of Common Stock. F2: Includes 3,800 shares of restricted stock that vest in one installment on March 8, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Row 3 · 2022-03-28 · Tax withholding · Disposed 687 · Balance 26,188 F4: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units referenced in footnote (1). F2: Includes 3,800 shares of restricted stock that vest in one installment on March 8, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Row 4 · 2022-03-28 · Tax withholding · Disposed 655 · Balance 25,533 F5: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units referenced in footnote (3). F2: Includes 3,800 shares of restricted stock that vest in one installment on March 8, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 6, 2018. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 28, 2022, resulting in the immediate vesting of the restricted stock units as to 1,316 shares of Common Stock.
F2: Includes 3,800 shares of restricted stock that vest in one installment on March 8, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date.
F3: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 2, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 28, 2022, resulting in the immediate vesting of the restricted stock units as to 1,254 shares of Common Stock.
F4: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units referenced in footnote (1).
F5: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units referenced in footnote (3).
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 |
|---|---|---|---|---|---|---|
| October 31, 2019 Filed Jan 21, 2020 16:20 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon stock | 153 | $30.30 | $4,635.90 |
DisclosureSEC source: 0001179110-20-000668 · edgar.xml · nonDerivative · entry 1 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,189 F1 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of restricted stock on October 31, 2019, which restricted stock was granted on October 21, 2017. F2 · balance_after: Includes (i) 444 shares of restricted stock that vest on March 8, 2020, (ii) 444 shares of restricted stock that vest on October 31, 2020 and (iii) an aggregate of 1,164 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 225 shares on December 31, 2016, 229 shares on June 30, 2017, 225 shares on December 31, 2017, 355 shares on June 30, 2018 and 130 shares on December 31, 2018. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 21:56 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,779 | $31.51 | $56,056.29 |
DisclosureSEC source: 0001179110-19-007517 · edgar.xml · nonDerivative · entry 2 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,342 F2 · price: The price reported in Column 4 is weighted average price. These shares were sold in multiple transactions at prices ranging from $31.50-$31.57, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Includes (i) 444 shares of restricted stock that vest on March 8, 2020, (ii) 889 shares of restricted stock that vest in two substantially equal installments on each of October 31, 2019 and October 31, 2020 and (iii) an aggregate of 1,164 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 225 shares on December 31, 2016, 229 shares on June 30, 2017, 225 shares on December 31, 2017, 355 shares on June 30, 2018 and 130 shares on December 31, 2018. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:56 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,721 | $31.97 | $55,020.37 |
DisclosureSEC source: 0001179110-19-007517 · edgar.xml · nonDerivative · entry 1 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,121 F1 · price: The price reported in Column 4 is weighted average price. These shares were sold in multiple transactions at prices ranging from $31.96-$31.975, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Includes (i) 444 shares of restricted stock that vest on March 8, 2020, (ii) 889 shares of restricted stock that vest in two substantially equal installments on each of October 31, 2019 and October 31, 2020 and (iii) an aggregate of 1,164 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 225 shares on December 31, 2016, 229 shares on June 30, 2017, 225 shares on December 31, 2017, 355 shares on June 30, 2018 and 130 shares on December 31, 2018. Read SEC document |
| March 08, 2019 Filed May 7, 2019 20:47 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 178 | $36.00 | $6,408.00 |
DisclosureSEC source: 0001179110-19-005664 · edgar.xml · nonDerivative · entry 1 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,678 F1 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of restricted stock on March 8, 2019, which restricted stock was granted on March 8, 2017. F2 · balance_after: Includes (i) 444 shares of restricted stock that vest on March 8, 2020 and (ii) 889 shares of restricted stock that vest in two substantially equal installments on each of October 31, 2019 and October 31, 2020. Read SEC document |
| March 06, 2019 Filed Mar 26, 2019 21:22 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 2,530 | $38.20 | $96,646.00 |
DisclosureSEC source: 0001179110-19-004311 · edgar.xml · nonDerivative · entry 2 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,856 F3 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units granted on March 6, 2018. F2 · balance_after: Includes (i) 444 shares of restricted stock that vest on March 8, 2020 and (ii) 889 shares of restricted stock that vest in two substantially equal installments on each of October 31, 2019 and October 31, 2020. Read SEC document |
| March 05, 2019 Filed Mar 26, 2019 21:22 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004311 · edgar.xml · nonDerivative · entry 1 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,386 F1 · shares: Represents shares of the Issuer's Common Stock that vested subject to a time-based vesting restriction on March 6, 2019 under performance-based restricted stock units granted on March 6, 2018. F2 · balance_after: Includes (i) 444 shares of restricted stock that vest on March 8, 2020 and (ii) 889 shares of restricted stock that vest in two substantially equal installments on each of October 31, 2019 and October 31, 2020. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:28 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $3.84 | $0.00 |
DisclosureSEC source: 0001179110-18-007576 · edgar.xml · derivative · entry 3 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2022-03-26 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 three substantially equal installments on each of March 26, 2013, March 26, 2014 and March 26, 2015. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:28 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 4,709 | $27.18 | $127,990.62 |
DisclosureSEC source: 0001179110-18-007576 · edgar.xml · nonDerivative · entry 2 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,376 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.99 - $27.27, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes (i) 889 shares of restricted stock that vest in two substantially equal installments on each of March 8, 2019 and March 8, 2020 and (ii) 1,333 shares of restricted stock that vest in three substantially equal installments on each of October 31, 2018, October 31, 2019 and October 31, 2020. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:28 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 1,000 | $3.84 | $3,840.00 |
DisclosureSEC source: 0001179110-18-007576 · edgar.xml · nonDerivative · entry 1 WHITELAW PAUL MILTON · CIK 0001733724 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,085 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) 889 shares of restricted stock that vest in two substantially equal installments on each of March 8, 2019 and March 8, 2020 and (ii) 1,333 shares of restricted stock that vest in three substantially equal installments on each of October 31, 2018, October 31, 2019 and October 31, 2020. 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.