Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Director | February 16, 2022 | February 16, 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.
POWELL INDUSTRIES INC
Report date February 16, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,200 |
Ending reported balance
After 2022-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-16 · Grant · Acquired 1,200 · Balance 10,000 F1: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Row 2 · 2022-02-16 · Grant · Acquired 1,200 · Balance 11,200 F2: Shares of restricted common stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2023 Annual Stockholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan.
F2: Shares of restricted common stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2023 Annual Stockholder Meeting.
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 16, 2022 Filed Feb 16, 2022 23:37 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-22-010320 · doc4.xml · nonDerivative · entry 2 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,200 F2 · shares: Shares of restricted common stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2023 Annual Stockholder Meeting. Read SEC document |
| February 16, 2022 Filed Feb 16, 2022 23:37 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-22-010320 · doc4.xml · nonDerivative · entry 1 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:16 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-21-015890 · doc4.xml · nonDerivative · entry 2 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2022 Annual Stockholder Meeting. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:16 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-21-015890 · doc4.xml · nonDerivative · entry 1 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:47 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-20-011578 · doc4.xml · nonDerivative · entry 2 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2021 Annual Stockholder Meeting. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:47 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-20-011578 · doc4.xml · nonDerivative · entry 1 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:13 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-19-012473 · doc4.xml · nonDerivative · entry 2 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. F2 · balance_after: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:13 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-19-012473 · doc4.xml · nonDerivative · entry 1 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 20:57 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-18-012294 · doc4.xml · nonDerivative · entry 2 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F2 · shares: Includes 1,000 shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. F2 · balance_after: Includes 1,000 shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 20:57 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-18-012294 · doc4.xml · nonDerivative · entry 1 Elders Perry L · CIK 0001353597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. 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.