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 |
|---|---|---|---|---|---|---|
| July 03, 2017 Filed Jul 6, 2017 14:06 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,425 | $9.12 | $12,996.00 |
DisclosureSEC source: 0001140361-17-027275 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,221 Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 14:51 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,335 | $9.74 | $13,002.90 |
DisclosureSEC source: 0001140361-17-014758 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,796 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013181 · doc4.xml · derivative · entry 2 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,172 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 18, 2017. F3 · derivative.expiration_date: The restricted stock units vested in full on February 18, 2017. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013181 · doc4.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,714 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 16, 2017 Filed Feb 21, 2017 21:25 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012682 · doc4.xml · derivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689 Underlying: Common Stock · 1,689 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 three years from the date of the grant. F2 · derivative.expiration_date: The Restricted Stock Units vest in three years from the date of the grant. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:38 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,320 | $9.85 | $13,002.00 |
DisclosureSEC source: 0001140361-17-000627 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,461 Read SEC document |
| December 30, 2016 Filed Jan 13, 2017 21:35 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003677 · doc5.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,542 F1 · price: The reporting person made a bona fide gift to a charitable organization. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 13:05 UTC | LSI INDUSTRIES INC LYTS · Entity 5205 | GrantCommon Shares | 1,193 | $10.90 | $13,003.70 |
DisclosureSEC source: 0001140361-16-081900 · doc1.xml · nonDerivative · entry 1 MORGAN JOHN K · CIK 0001183392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,141 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.