Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWER SOLUTIONS INTERNATIONAL, INC.PSIX · Entity 5108 | Chief Executive Officer | March 18, 2022 | March 25, 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.
POWER SOLUTIONS INTERNATIONAL, INC.
Report date March 18, 2022 · Filed March 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $5.54 · Expires 2032-03-18 | Direct | 131,875 |
Reported balance
After 2022-03-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-18 · Grant · Acquired 1,875 · Balance 131,875 F1: The Issuer granted the stock appreciation right (the "SAR") on March 18, 2022, pursuant to a Stock Appreciation Rights Agreement dated March 18, 2022, under the Issuer's 2012 Incentive Compensation Plan. F2: The SAR vests and becomes exercisable in four tranches starting on March 18, 2022 in the amount of 468 SAR Shares and then on March 18, 2023 in the amount of 468 SAR Shares, and then on March 18, 2024 in the amount of 468 SAR Shares, and then on March 18, 2025 in the amount of 471 SAR Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The Issuer granted the stock appreciation right (the "SAR") on March 18, 2022, pursuant to a Stock Appreciation Rights Agreement dated March 18, 2022, under the Issuer's 2012 Incentive Compensation Plan.
F2: The SAR vests and becomes exercisable in four tranches starting on March 18, 2022 in the amount of 468 SAR Shares and then on March 18, 2023 in the amount of 468 SAR Shares, and then on March 18, 2024 in the amount of 468 SAR Shares, and then on March 18, 2025 in the amount of 471 SAR 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 |
|---|---|---|---|---|---|---|
| March 18, 2022 Filed Mar 25, 2022 19:42 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | GrantStock Appreciation Right · Derivative | 1,875 | $0.00 Strike: $5.54 | $0.00 |
DisclosureSEC source: 0000899243-22-012288 · doc4.xml · derivative · entry 1 Arnett Lance Michael · CIK 0001796227 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,875 Underlying: Common Stock · 1,875 shares Expires 2032-03-18 F1 · date: The Issuer granted the stock appreciation right (the "SAR") on March 18, 2022, pursuant to a Stock Appreciation Rights Agreement dated March 18, 2022, under the Issuer's 2012 Incentive Compensation Plan. F2 · shares: The SAR vests and becomes exercisable in four tranches starting on March 18, 2022 in the amount of 468 SAR Shares and then on March 18, 2023 in the amount of 468 SAR Shares, and then on March 18, 2024 in the amount of 468 SAR Shares, and then on March 18, 2025 in the amount of 471 SAR Shares. F2 · derivative.exercise_date: The SAR vests and becomes exercisable in four tranches starting on March 18, 2022 in the amount of 468 SAR Shares and then on March 18, 2023 in the amount of 468 SAR Shares, and then on March 18, 2024 in the amount of 468 SAR Shares, and then on March 18, 2025 in the amount of 471 SAR Shares. F2 · derivative.underlying_shares: The SAR vests and becomes exercisable in four tranches starting on March 18, 2022 in the amount of 468 SAR Shares and then on March 18, 2023 in the amount of 468 SAR Shares, and then on March 18, 2024 in the amount of 468 SAR Shares, and then on March 18, 2025 in the amount of 471 SAR Shares. Read SEC document |
| February 24, 2021 Filed Mar 25, 2022 19:40 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | GrantStock Appreciation Right · Derivative | 80,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0000899243-22-012285 · doc4.xml · derivative · entry 1 Arnett Lance Michael · CIK 0001796227 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 80,000 shares Expires 2031-02-24 F1 · date: The Issuer granted the stock appreciation right (the "SAR") on February 24, 2021, pursuant to a Stock Appreciation Rights Agreement dated February 19, 2021 and the First Amendment to the Stock Appreciation Rights Agreement dated March 18, 2022, under the Issuer's 2012 Incentive Compensation Plan. F2 · shares: The SAR vests and becomes exercisable in four equal installments on each of February 19, 2022, February 19, 2023, February 19, 2024 and February 19, 2025. F2 · derivative.exercise_date: The SAR vests and becomes exercisable in four equal installments on each of February 19, 2022, February 19, 2023, February 19, 2024 and February 19, 2025. F2 · derivative.underlying_shares: The SAR vests and becomes exercisable in four equal installments on each of February 19, 2022, February 19, 2023, February 19, 2024 and February 19, 2025. Read SEC document |
| December 10, 2019 Filed Apr 9, 2020 20:00 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | GrantStock Appreciation Right · Derivative | 50,000 | $0.00 Strike: $4.83 | $0.00 |
DisclosureSEC source: 0000899243-20-010580 · doc4.xml · derivative · entry 1 Arnett Lance Michael · CIK 0001796227 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2029-12-10 F1 · date: The Issuer granted the stock appreciation right (the "SAR") on December 10, 2019, pursuant to a Stock Appreciation Rights Agreement dated December 10, 2019, under the Issuer's 2012 Incentive Compensation Plan. F2 · shares: The SAR vests and becomes exercisable in three equal installments on each of November 25, 2020, November 25, 2021 and November 25, 2022. F2 · derivative.exercise_date: The SAR vests and becomes exercisable in three equal installments on each of November 25, 2020, November 25, 2021 and November 25, 2022. F2 · derivative.underlying_shares: The SAR vests and becomes exercisable in three equal installments on each of November 25, 2020, November 25, 2021 and November 25, 2022. F2 · balance_after: The SAR vests and becomes exercisable in three equal installments on each of November 25, 2020, November 25, 2021 and November 25, 2022. 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.