Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MESA LABORATORIES INC /CO/MLAB · Entity 5221 | Director | November 08, 2021 | November 09, 2021 |
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.
MESA LABORATORIES INC /CO/
Report date November 08, 2021 · Filed November 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,600 |
Ending reported balance
After 2021-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-08 · Exercise / conversion · Acquired 18 · Balance 2,618 Row 2 · 2021-11-08 · Sale · Disposed 18 · Balance 2,600 |
| Non Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $58.51 · Expires 2022-10-02 | Direct | 569 |
Reported balance
After 2021-11-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-08 · Other · Disposed 18 · Balance 569 F1: 1/7 exercisable on each anniversary date of the 04-01-2014 grant date |
Filing footnotes · ownership attribution and instrument terms
F1: 1/7 exercisable on each anniversary date of the 04-01-2014 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 |
|---|---|---|---|---|---|---|
| November 15, 2019 Filed Nov 18, 2019 21:36 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantRestricted Stock Unit - 3 · Derivative | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000047 · primary_doc.xml · derivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477 Underlying: Common Stock · 477 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: RSUs that vest on November 15, 2020 F3 · derivative.expiration_date: Not Applicable Read SEC document |
| November 07, 2019 Filed Nov 7, 2019 16:22 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionRestricted Stock Units - 2 · Derivative | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000040 · primary_doc.xml · derivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150 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. F1 · derivative.exercise_price: Each Restricted stock unit represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: RSUs that vested on November 7, 2019 F3 · derivative.expiration_date: Not Applicable Read SEC document |
| November 07, 2019 Filed Nov 7, 2019 16:22 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000040 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,780 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. F4 · kind: Represents stock from RSUs that vested on November 7, 2019. No shares were sold by the reporting person in connection with this transaction. Read SEC document |
| June 15, 2019 Filed Jun 17, 2019 16:17 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionRestricted Stock Unit - 1 · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000023 · primary_doc.xml · derivative · entry 3 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120 Underlying: Common Stock · 30 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. F1 · derivative.exercise_price: Each restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: Restricted stock units that vest 1/5 on June 15, 2019 and each of the next four June 15's thereafter F3 · derivative.expiration_date: Not Applicable Read SEC document |
| June 15, 2019 Filed Jun 17, 2019 16:17 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000023 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,630 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 |
| March 19, 2019 Filed Mar 19, 2019 21:54 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | OtherNon Qualified Stock Option · Derivative | 684 | $0.00 Strike: $89.70 | $0.00 |
DisclosureSEC source: 0001228924-19-000010 · primary_doc.xml · derivative · entry 3 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,406 Underlying: Common Stock · 684 shares Expires 2022-04-01 F1 · derivative.exercise_date: 1/4 exercisable on each anniversary date starting with April 1, 2015 Read SEC document |
| March 19, 2019 Filed Mar 19, 2019 21:54 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | SaleCommon Stock | 684 | $230.00 | $157,320.00 |
DisclosureSEC source: 0001228924-19-000010 · primary_doc.xml · nonDerivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Read SEC document |
| March 19, 2019 Filed Mar 19, 2019 21:54 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 684 | $89.70 | $61,354.80 |
DisclosureSEC source: 0001228924-19-000010 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,584 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 06, 2019 Filed Feb 7, 2019 16:20 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | OtherNon Qualified Stock Option · Derivative | 1,000 | $0.00 Strike: $51.85 | $0.00 |
DisclosureSEC source: 0001228924-19-000002 · primary_doc.xml · derivative · entry 5 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,090 Underlying: Common Stock · 1,000 shares Expires 2023-04-01 F2 · derivative.exercise_date: 1/4 exercisable on each anniversary date starting with April 1, 2014 Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 16:20 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | OtherNon Qualified Stock Option · Derivative | 1,000 | $0.00 Strike: $50.50 | $0.00 |
DisclosureSEC source: 0001228924-19-000002 · primary_doc.xml · derivative · entry 4 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,090 Underlying: Common Stock · 1,000 shares Expires 2022-04-02 F1 · derivative.exercise_date: 1/4 exercisable on each anniversary date starting with April 2, 2013 Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 16:20 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | SaleCommon Stock | 2,000 | $229.62 | $459,240.00 |
DisclosureSEC source: 0001228924-19-000002 · primary_doc.xml · nonDerivative · entry 3 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 16:20 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 1,000 | $51.85 | $51,850.00 |
DisclosureSEC source: 0001228924-19-000002 · primary_doc.xml · nonDerivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 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 06, 2019 Filed Feb 7, 2019 16:20 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 1,000 | $50.50 | $50,500.00 |
DisclosureSEC source: 0001228924-19-000002 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 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 |
| December 06, 2018 Filed Dec 10, 2018 15:12 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | OtherNon Qualified Stock Option · Derivative | 1,000 | $0.00 Strike: $29.20 | $0.00 |
DisclosureSEC source: 0001228924-18-000038 · primary_doc.xml · derivative · entry 5 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,090 Underlying: Common Stock · 1,000 shares Expires 2021-04-06 F2 · derivative.exercise_date: 1/4 exercisable on each anniversary date starting with April 6, 2012 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 15:12 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | OtherNon Qualified Stock Option · Derivative | 700 | $0.00 Strike: $23.10 | $0.00 |
DisclosureSEC source: 0001228924-18-000038 · primary_doc.xml · derivative · entry 4 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,090 Underlying: Common Stock · 700 shares Expires 2020-10-19 F1 · derivative.exercise_date: 1/4 exercisable on each anniversary date starting with October 19, 2011 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 15:12 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | SaleCommon Stock | 1,700 | $210.94 | $358,598.00 |
DisclosureSEC source: 0001228924-18-000038 · primary_doc.xml · nonDerivative · entry 3 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 15:12 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 1,000 | $29.20 | $29,200.00 |
DisclosureSEC source: 0001228924-18-000038 · primary_doc.xml · nonDerivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 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 |
| December 06, 2018 Filed Dec 10, 2018 15:12 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 700 | $23.10 | $16,170.00 |
DisclosureSEC source: 0001228924-18-000038 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 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 |
| November 07, 2018 Filed Nov 28, 2018 22:19 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-18-000032 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,050 F1 · shares: Restricted Stock Units that vest on November 7, 2019 and convert into common stock on a one-for-one basis. Read SEC document |
| November 07, 2018 Filed Jun 17, 2019 16:17 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantRestricted Stock Unit - 2 · Derivative | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000023 · primary_doc.xml · derivative · entry 4 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Underlying: Common Stock · 150 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock F4 · derivative.exercise_date: Restricted Stock Units that vest on November 7, 2019 F3 · derivative.expiration_date: Not Applicable Read SEC document |
| September 13, 2018 Filed Sep 18, 2018 01:41 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | OtherNon Qualified Stock Option · Derivative | 700 | $0.00 Strike: $23.10 | $0.00 |
DisclosureSEC source: 0001228924-18-000028 · primary_doc.xml · derivative · entry 3 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,790 Underlying: Common Stock · 700 shares Expires 2020-10-19 F1 · derivative.exercise_date: 1/4 exercisable on each anniversary date starting with October 19, 2011 Read SEC document |
| September 13, 2018 Filed Sep 18, 2018 01:41 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | SaleCommon Stock | 700 | $190.01 | $133,007.00 |
DisclosureSEC source: 0001228924-18-000028 · primary_doc.xml · nonDerivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Read SEC document |
| September 13, 2018 Filed Sep 18, 2018 01:41 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 700 | $23.10 | $16,170.00 |
DisclosureSEC source: 0001228924-18-000028 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 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 |
| June 15, 2018 Filed Jun 15, 2018 22:02 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-18-000022 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 18:17 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantNon-Qualified Stock Option · Derivative | 450 | $0.00 Strike: $142.40 | $0.00 |
DisclosureSEC source: 0001228924-18-000017 · primary_doc.xml · derivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,490 Underlying: Common Stock · 450 shares Expires 2024-04-02 F2 · derivative.exercise_date: 1/5 exercisable on each of the first five anniversary dates Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 18:17 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-18-000017 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 F1 · shares: Restricted Stock Award that vests 1/5 on June 15, 2019 and 1/5 on the next four anniversary dates thereafter Read SEC document |
| April 02, 2018 Filed Jun 17, 2019 16:17 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantRestricted Stock Unit - 1 · Derivative | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000023 · primary_doc.xml · derivative · entry 2 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Underlying: Common Stock · 150 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: Restricted stock units that vest 1/5 on June 15, 2019 and each of the next four June 15's thereafter F3 · derivative.expiration_date: Not Applicable Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 17:46 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-18-000001 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 21:45 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | SaleCommon Stock | 1,000 | $142.00 | $142,000.00 |
DisclosureSEC source: 0001228924-17-000028 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,750 Read SEC document |
| May 15, 2017 Filed May 23, 2017 19:27 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-17-000026 · primary_doc.xml · nonDerivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 20:43 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantNon-Qualified Stock Option · Derivative | 830 | $0.00 Strike: $122.66 | $0.00 |
DisclosureSEC source: 0001228924-17-000015 · primary_doc.xml · derivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,870 Underlying: Common Stock · 830 shares Expires 2023-04-03 F1 · derivative.exercise_date: 20% exercisable on each of first 5 anniversary dates Read SEC document |
| April 03, 2017 Filed Apr 21, 2017 16:53 UTC Amendment | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantNon-qualified Stock Option · Derivative | 1,000 | $0.00 Strike: $122.66 | $0.00 |
DisclosureSEC source: 0001228924-17-000019 · primary_doc.xml · derivative · entry 1 KELLY DAVID M · CIK 0001191768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,040 Underlying: Common Stock · 1,000 shares Expires 2023-04-03 F1 · derivative.exercise_date: 20% exercisable on each of first 5 anniversary dates 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.