Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Willdan Group, Inc.WLDN · Entity 4758 | CHIEF STRATEGY OFFICER | September 07, 2021 | September 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.
Willdan Group, Inc.
Report date September 07, 2021 · Filed September 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,490 |
Reported balance
After 2021-09-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-07 · Sale · Disposed 1,844 · Balance 17,490 F1: Includes 106 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan on June 30, 2021. Also includes (i) 4,950 shares of restricted stock that vest on June 10, 2022 and (ii) 5,100 shares of restricted stock that vest on June 10, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 106 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan on June 30, 2021. Also includes (i) 4,950 shares of restricted stock that vest on June 10, 2022 and (ii) 5,100 shares of restricted stock that vest on June 10, 2023.
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 |
|---|---|---|---|---|---|---|
| September 07, 2021 Filed Sep 9, 2021 22:07 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,844 | $38.00 | $70,072.00 |
DisclosureSEC source: 0001415889-21-004312 · form4-09092021_030911.xml · nonDerivative · entry 1 Procell Adam C · CIK 0001588202 · CHIEF STRATEGY OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,490 F1 · balance_after: Includes 106 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan on June 30, 2021. Also includes (i) 4,950 shares of restricted stock that vest on June 10, 2022 and (ii) 5,100 shares of restricted stock that vest on June 10, 2023. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 23:08 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 1,682 | $38.89 | $65,412.98 |
DisclosureSEC source: 0001179110-21-006632 · edgar.xml · nonDerivative · entry 3 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,228 F4 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of restricted stock on June 10, 2021, which restricted stock was granted on June 10, 2020. F5 · balance_after: Includes (i) 4,950 shares of restricted stock that vest on June 10, 2022 and (ii) 5,100 shares of restricted stock that vest on June 10, 2023. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 23:08 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 983 | $39.27 | $38,602.41 |
DisclosureSEC source: 0001179110-21-006632 · edgar.xml · nonDerivative · entry 2 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,910 F3 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units referenced in footnote (1). F2 · balance_after: Includes 15,000 shares of restricted stock that vest in three substantially equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 23:08 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 2,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-006632 · edgar.xml · nonDerivative · entry 1 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,893 F1 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on June 13, 2019. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on June 9, 2021, resulting in the immediate vesting of the restricted stock units as to 2,891 shares of Common Stock. F2 · balance_after: Includes 15,000 shares of restricted stock that vest in three substantially equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 16, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 11 | $45.97 | $505.67 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 11 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,002 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 15, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 25 | $47.09 | $1,177.25 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 10 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,013 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F12 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $46.84 to $47.80, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 15, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 289 | $46.37 | $13,400.93 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 9 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,038 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F11 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $45.84 to $46.67, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 8 | $50.55 | $404.40 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 8 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,327 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F10 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $50.28 to $50.76, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 29 | $49.62 | $1,438.98 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 7 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,335 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F9 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $49.23 to $50.20, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 51 | $48.59 | $2,478.09 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 6 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,364 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F8 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $48.12 to $49.00, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 53 | $47.61 | $2,523.33 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 5 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,415 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F7 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $47.05 to $47.97, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 92 | $46.47 | $4,275.24 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 4 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,468 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F6 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $45.91 to $46.87, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 11, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 99 | $47.62 | $4,714.38 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 3 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,560 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F5 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $47.05 to $47.89, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 11, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 74 | $45.97 | $3,401.78 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 2 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,659 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F4 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.99, inclusive. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 11, 2021 Filed Mar 23, 2021 22:11 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 52 | $45.54 | $2,368.08 |
DisclosureSEC source: 0001179110-21-003738 · edgar.xml · nonDerivative · entry 1 Procell Adam C · CIK 0001588202 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,733 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F2 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $44.97 to $45.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) and footnotes (4) through (12). F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:36 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 1,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003377 · edgar.xml · nonDerivative · entry 1 Procell Adam C · CIK 0001588202 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,785 F1 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 2, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 10, 2021, resulting in the immediate vesting of the restricted stock units as to 1,966 shares of Common Stock. F2 · balance_after: Includes an aggregate of 313 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan including 131 shares on June 30, 2020 and 182 shares on December 31, 2020. Also includes 15,000 shares of restricted stock that vest in three equal installments on each of June 10, 2021, June 10, 2022 and June 10, 2023, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| June 19, 2020 Filed Jun 22, 2020 22:49 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,700 | $23.52 | $39,984.00 |
DisclosureSEC source: 0001179110-20-007687 · edgar.xml · nonDerivative · entry 1 Procell Adam C · CIK 0001588202 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,506 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on June 10, 2020. F2 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $24.01, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 11, 2021, June 11, 2022 and June 11, 2023, subject to the reporting person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| June 11, 2020 Filed Jun 16, 2020 01:01 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-073516 · a4.xml · nonDerivative · entry 1 Procell Adam C · CIK 0001588202 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,206 F1 · shares: The shares of restricted stock vest in three equal installments on each of June 11, 2021, June 11, 2022 and June 11, 2023, subject to the reporting person's continued service to the Issuer through the applicable vesting date. F2 · balance_after: Includes 15,000 shares of restricted stock that vest in three equal installments on each of June 11, 2021, June 11, 2022 and June 11, 2023, subject to the reporting person's continued service to the Issuer through the applicable vesting date. 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.