person · Reporting owner
Holdsworth Raymond W Jr
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Willdan Group, Inc.WLDN · Entity 4758 | Director | June 09, 2021 | June 11, 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 June 09, 2021 · Filed June 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,958 |
Reported balance
After 2021-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-09 · Grant · Acquired 1,783 · Balance 39,958 F1: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2022 and June 9, 2023. F2: Includes (i) 829 shares of restricted stock that vest on June 13, 2021, (ii) 1,084 shares of restricted stock that vest on June 13, 2021, (iii) 1,526 shares of restricted stock that vest on June 11, 2021 and (iv) 1,527 shares of restricted stock that vest on June 11, 2022. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote 3 | 60,688 |
Reported balance
Holding disclosure · report date 2021-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,688 F3: The shares of common stock are held by The Holdsworth Family Trust. The reporting person is sole trustee and a beneficiary of The Holdsworth Family Trust and has sole voting and investment control over the shares of the Issuer's common stock held therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2022 and June 9, 2023.
F2: Includes (i) 829 shares of restricted stock that vest on June 13, 2021, (ii) 1,084 shares of restricted stock that vest on June 13, 2021, (iii) 1,526 shares of restricted stock that vest on June 11, 2021 and (iv) 1,527 shares of restricted stock that vest on June 11, 2022.
F3: The shares of common stock are held by The Holdsworth Family Trust. The reporting person is sole trustee and a beneficiary of The Holdsworth Family Trust and has sole voting and investment control over the shares of the Issuer's common stock held therein.
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 |
|---|---|---|---|---|---|---|
| June 09, 2021 Filed Jun 11, 2021 22:33 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 1,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-006623 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,958 F1 · shares: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2022 and June 9, 2023. F2 · balance_after: Includes (i) 829 shares of restricted stock that vest on June 13, 2021, (ii) 1,084 shares of restricted stock that vest on June 13, 2021, (iii) 1,526 shares of restricted stock that vest on June 11, 2021 and (iv) 1,527 shares of restricted stock that vest on June 11, 2022. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 16:43 UTC | Willdan Group, Inc. WLDN · Entity 4758 | PurchaseCommon Stock | 2,000 | $23.79 | $47,580.00 |
DisclosureSEC source: 0001179110-20-007246 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,122 F1 · price: The price reported in Column 4 is the weighted average price. These shares were purchased in multiple transactions at prices ranging from $23.68 to $23.90, 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. F2 · balance_after: Includes (i) 1,657 shares of restricted stock that vest in two substantially equal installments on each of June 13, 2020 and June 13, 2021 and (ii) 2,168 shares of restricted stock that vest in two substantially equal installments on each of June 13, 2020 and June 13, 2021. Read SEC document |
| June 11, 2020 Filed Jun 16, 2020 00:54 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007386 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,175 F1 · shares: The shares of restricted stock vest in two substantially equal installments on each of June 11, 2021 and June 11, 2022. F2 · balance_after: Includes (i) 829 shares of restricted stock that vest June 13, 2021 and (ii) 1,084 shares of restricted stock that vest on June 13, 2021. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 20:51 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-007764 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,122 F1 · shares: The shares of restricted stock vest in two equal installments on each of June 13, 2020 and June 13, 2021. F2 · balance_after: Includes (i) 491 shares of restricted stock that vest on June 8, 2020 and (ii) 1,657 shares of restricted stock that vest in two substantially installments on each of June 13, 2020 and June 13, 2021. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · derivative · entry 9 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2020-06-07 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 · derivative.exercise_date: The option became exercisable in two equal installments on each of June 7, 2011 and June 7, 2012. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $4.01 | $0.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · derivative · entry 8 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-06-06 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. F3 · derivative.exercise_date: The option became exercisable in two equal installments on each of June 6, 2012 and June 6, 2013. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $1.80 | $0.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · derivative · entry 7 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2022-06-04 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 option became exercisable in two equal installments on each of June 4, 2013 and June 4, 2014. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $1.87 | $0.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · derivative · entry 6 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-06-08 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 option became exercisable in two equal installments on each of June 8, 2010 and June 8, 2011. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 5,000 | $2.48 | $12,400.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · nonDerivative · entry 4 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,954 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 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 5,000 | $4.01 | $20,050.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · nonDerivative · entry 3 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,954 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 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 5,000 | $1.80 | $9,000.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · nonDerivative · entry 2 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,954 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 19, 2018 Filed Nov 20, 2018 18:06 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 5,000 | $1.87 | $9,350.00 |
DisclosureSEC source: 0001179110-18-013030 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,954 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 13, 2018 Filed Jun 15, 2018 21:03 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 2,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008639 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,954 F1 · shares: The shares vest in three substantially equal installments on each of June 13, 2019, June 13, 2020 and June 13, 2021. F2 · balance_after: Includes (i) 983 shares of restricted stock that vest in two substantially equal installments on each of June 8, 2019 and June 8, 2020 and (ii) 1,528 shares of restricted stock that vest on June 9, 2019. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 21:54 UTC | Willdan Group, Inc. WLDN · Entity 4758 | PurchaseCommon Stock | 2,500 | $25.73 | $64,325.00 |
DisclosureSEC source: 0001179110-17-013878 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Holdsworth Family Trust Disclosed balance after: 60,688 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.65 to $25.80, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 23:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | PurchaseCommon Stock | 250 | $30.10 | $7,525.00 |
DisclosureSEC source: 0001179110-17-009225 · edgar.xml · nonDerivative · entry 2 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Holdsworth Family Trust Disclosed balance after: 58,188 Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 23:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | PurchaseCommon Stock | 750 | $30.48 | $22,860.00 |
DisclosureSEC source: 0001179110-17-009225 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Holdsworth Family Trust Disclosed balance after: 57,938 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.45 to $30.50, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:29 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008867 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,469 F1 · shares: The shares vest in three substantially equal installments on each of June 8, 2018, June 8, 2019 and June 8, 2020. F2 · balance_after: Includes 1,200 shares of restricted stock that vest on June 5, 2018 and 4,583 shares of restricted stock that vest in three substantially equal parts on each of June 9, 2017, June 9, 2018 and June 9, 2019. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:00 UTC | Willdan Group, Inc. WLDN · Entity 4758 | PurchaseCommon Stock | 1,000 | $31.70 | $31,700.00 |
DisclosureSEC source: 0001179110-17-007068 · edgar.xml · nonDerivative · entry 1 Holdsworth Raymond W Jr · CIK 0001385711 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Holdsworth Family Trust Disclosed balance after: 57,188 F1 · balance_after: The Form 4 has been updated to reflect that 56,188 shares that were previously reported as directly owned are held by the reporting person through his trust. 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.