Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LSI INDUSTRIES INCLYTS · Entity 5205 | Director | October 01, 2020 | October 02, 2020 |
| WESCO INTERNATIONAL INCWCC · Entity 3330 | Director | February 17, 2022 | February 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.
LSI INDUSTRIES INC
Report date October 01, 2020 · Filed October 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 60,144 |
Reported balance
After 2020-10-01 transaction · row 1
1 source rowRow 1 · 2020-10-01 · Grant · Acquired 2,209 · Balance 60,144 |
WESCO INTERNATIONAL INC
Report date February 17, 2022 · Filed February 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,433 |
Reported balance
After 2022-02-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-17 · Grant · Acquired 1,433 · Balance 1,433 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's Common Stock. F2: The RSUs vest on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's Common Stock.
F2: The RSUs vest on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| February 17, 2022 Filed Feb 22, 2022 22:32 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011819 · doc4.xml · derivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,433 Underlying: Common Stock · 1,433 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's Common Stock. F2 · derivative.exercise_date: The RSUs vest on the first anniversary of the grant date. F2 · derivative.expiration_date: The RSUs vest on the first anniversary of the grant date. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:32 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 2,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010860 · doc4.xml · derivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: Common Stock · 2,083 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one year from the date of the grant. F2 · derivative.expiration_date: The Restricted Stock Units vest in one year from the date of the grant. Read SEC document |
| December 18, 2020 Filed Jan 20, 2021 22:48 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GiftCommon stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004436 · doc5.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,099 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 18:04 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 2,209 | $6.79 | $14,999.11 |
DisclosureSEC source: 0001567619-20-017417 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,144 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 18:03 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 2,209 | $6.79 | $14,999.11 |
DisclosureSEC source: 0001567619-20-017416 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,144 Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 19:41 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 4,000 | $6.80 | $27,200.00 |
DisclosureSEC source: 0001567619-20-015795 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,935 F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-3(d)(1) promulgated under the Act. Read SEC document |
| July 01, 2020 Filed Jul 10, 2020 14:11 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 2,423 | $6.19 | $14,998.37 |
DisclosureSEC source: 0001567619-20-013129 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,935 F1 · date: Late filing due to administrative error. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionStock Appreciaion Right · Derivative | 4,642 | $0.00 Strike: $33.05 | $0.00 |
DisclosureSEC source: 0001209191-20-035221 · doc4.xml · derivative · entry 4 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,642 shares Expires 2020-07-01 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 Stock Appreciation Right ("SAR") became exercisable in three (3) equal, annual installments beginning on July 1, 2010. This is an exercise and hold transaction. The SARs have a July 1, 2020 expiration date. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingWESCO International, Inc. Common Stock | 5 | $40.38 | $201.90 |
DisclosureSEC source: 0001209191-20-035221 · doc4.xml · nonDerivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,399 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Disposition to issuerWESCO International, Inc. Common Stock | 3,800 | $40.38 | $153,444.00 |
DisclosureSEC source: 0001209191-20-035221 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,404 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionWESCO International, Inc. Common Stock | 4,642 | $33.05 | $153,418.10 |
DisclosureSEC source: 0001209191-20-035221 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,204 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 · kind: The Stock Appreciation Right ("SAR") became exercisable in three (3) equal, annual installments beginning on July 1, 2010. This is an exercise and hold transaction. The SARs have a July 1, 2020 expiration date. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:20 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 4,274 | $3.51 | $15,001.74 |
DisclosureSEC source: 0001567619-20-007363 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,512 Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · derivative · entry 7 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,689 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F4 · derivative.exercise_date: The Restricted Stock Units vested in full on February 16, 2020. F4 · derivative.expiration_date: The Restricted Stock Units vested in full on February 16, 2020. Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 11 | $48.35 | $531.85 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · nonDerivative · entry 4 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,562 Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · nonDerivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,573 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 |
| February 13, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · derivative · entry 6 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,897 Underlying: Common Stock · 2,897 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in one year from the date of the grant. F3 · derivative.expiration_date: The Restricted Stock Units vest in one year from the date of the grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · derivative · entry 5 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,364 Underlying: Common Stock · 15 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in one year from the date of the grant. F3 · derivative.expiration_date: The Restricted Stock Units vest in one year from the date of the grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 15 | $48.32 | $724.80 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,884 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010117 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,899 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 · shares: These reflect the vesting of Restricted Stock Units for the proportionate payment of taxes in Pennsylvania, the grant of which was previously reported on a Form 4. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 18:57 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 2,463 | $6.09 | $14,999.67 |
DisclosureSEC source: 0001567619-20-000241 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,238 Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 19:58 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 2,994 | $5.01 | $14,999.94 |
DisclosureSEC source: 0001567619-19-019055 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,775 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 19:05 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 4,132 | $3.63 | $14,999.16 |
DisclosureSEC source: 0001567619-19-014251 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,781 Read SEC document |
| May 21, 2019 Filed May 21, 2019 20:26 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | SaleWESCO International, Inc. Common Stock | 3,077 | $51.29 | $157,819.33 |
DisclosureSEC source: 0001209191-19-031750 · doc4.xml · nonDerivative · entry 4 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,884 F1 · price: This represents the weighted average price paid for the shares. The shares were sold at prices ranging from $51.26 to $51.29. Mr. Morgan will provide, upon request of the SEC staff, WESCO International, Inc., or a shareholder of WESCO International, Inc., complete information regarding the number of shares sold at each price within the range. Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:26 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionStock Appreciaion Right · Derivative | 6,100 | $0.00 Strike: $25.37 | $0.00 |
DisclosureSEC source: 0001209191-19-031750 · doc4.xml · derivative · entry 5 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,100 shares Expires 2019-07-01 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. F2 · derivative.exercise_date: The Stock Appreciation Right became exercisable in three (3) equal, annual installments beginning on July 1, 2009. Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:26 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingWESCO International, Inc. Common Stock | 19 | $51.53 | $979.07 |
DisclosureSEC source: 0001209191-19-031750 · doc4.xml · nonDerivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,961 Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:26 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Disposition to issuerWESCO International, Inc. Common Stock | 3,004 | $51.53 | $154,796.12 |
DisclosureSEC source: 0001209191-19-031750 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,980 Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:26 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionWESCO International, Inc. Common Stock | 6,100 | $25.37 | $154,757.00 |
DisclosureSEC source: 0001209191-19-031750 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,984 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 |
| April 01, 2019 Filed Apr 3, 2019 13:14 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 5,769 | $2.60 | $14,999.40 |
DisclosureSEC source: 0001567619-19-008250 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,649 Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:38 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | PurchaseCommon Shares | 10,000 | $3.27 | $32,700.00 |
DisclosureSEC source: 0001567619-19-005096 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,880 F1 · price: The reported price is a weighted average price. The shares were purchased in multiple transactions ranging from $3.255 to $3.31. The Reporting Person undertakes to provide full pricing information to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission upon request. Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:14 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 2,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011062 · doc4.xml · derivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,710 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vested in full on February 16, 2019. F3 · derivative.expiration_date: The Restricted Stock Units vested in full on February 16, 2019. Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:14 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 17 | $55.67 | $946.39 |
DisclosureSEC source: 0001209191-19-011062 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,884 Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:14 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 2,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011062 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,901 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 · kind: Reflects settlement of restricted stock units, the grant of which was previously reported on a Form 4, following the vesting of the restricted stock units. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 2,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010568 · doc4.xml · derivative · entry 4 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,379 Underlying: Common Stock · 2,379 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in one year from the date of the grant. F5 · derivative.expiration_date: The Restricted Stock Units vest in one year from the date of the grant. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010568 · doc4.xml · derivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,057 Underlying: Common Stock · 2,070 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F3 · derivative.exercise_date: Pursuant to the election to defer, the Restricted Stock Units are deferred until the date of separation of service from the Company. F3 · derivative.expiration_date: Pursuant to the election to defer, the Restricted Stock Units are deferred until the date of separation of service from the Company. F4 · balance_after: The Restricted Stock Units are deferred until the date of separation of service from the Company. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 13 | $54.64 | $710.32 |
DisclosureSEC source: 0001209191-19-010568 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,191 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010568 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,204 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 · kind: These reflect the vesting of Restricted Stock Units for the proportionate payment of taxes in Pennsylvania, the grant of which was previously reported on a Form 4. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:06 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 4,087 | $3.67 | $14,999.29 |
DisclosureSEC source: 0001567619-19-000260 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,880 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 15:22 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 3,326 | $4.51 | $15,000.26 |
DisclosureSEC source: 0001567619-18-003601 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,793 Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:45 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 2,773 | $5.41 | $15,001.93 |
DisclosureSEC source: 0001140361-18-031216 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,467 Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 20:21 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionStock Appreciaion Right · Derivative | 6,000 | $0.00 Strike: $40.04 | $0.00 |
DisclosureSEC source: 0001209191-18-036053 · doc4.xml · derivative · entry 4 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2018-07-01 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 Stock Appreciation Right became exercisable in three (3) equal, annual installments beginning on July 1, 2009. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 20:21 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingWESCO International, Inc. Common Stock | 13 | $61.00 | $793.00 |
DisclosureSEC source: 0001209191-18-036053 · doc4.xml · nonDerivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,191 Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 20:21 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Disposition to issuerWESCO International, Inc. Common Stock | 3,939 | $61.00 | $240,279.00 |
DisclosureSEC source: 0001209191-18-036053 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,204 Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 20:21 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionWESCO International, Inc. Common Stock | 6,000 | $40.04 | $240,240.00 |
DisclosureSEC source: 0001209191-18-036053 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,143 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 |
| April 02, 2018 Filed Apr 4, 2018 14:55 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,669 | $7.79 | $13,001.51 |
DisclosureSEC source: 0001140361-18-016951 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,694 Read SEC document |
| February 17, 2018 Filed Feb 20, 2018 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 1,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011330 · doc4.xml · derivative · entry 3 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,438 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of common stock. F3 · derivative.exercise_date: The restricted stock units vested in full on February 17, 2018. F3 · derivative.expiration_date: The restricted stock units vested in full on February 17, 2018. Read SEC document |
| February 17, 2018 Filed Feb 20, 2018 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 9 | $64.05 | $576.45 |
DisclosureSEC source: 0001209191-18-011330 · doc4.xml · nonDerivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,143 Read SEC document |
| February 17, 2018 Filed Feb 20, 2018 21:24 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 1,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011330 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,152 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 · kind: Reflects settlement of restricted stock units, the grant of which was previously reported on a Form 4, following the vesting of the restricted stock units. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:14 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010369 · doc4.xml · derivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,070 Underlying: Common Stock · 2,070 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of WESCO Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one year from the date of the grant. F2 · derivative.expiration_date: The Restricted Stock Units vest in one year from the date of the grant. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:38 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,909 | $6.81 | $13,000.29 |
DisclosureSEC source: 0001140361-18-000676 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,025 Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 12:21 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,895 | $6.86 | $12,999.70 |
DisclosureSEC source: 0001140361-17-037521 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,116 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.