Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI AEROSTRUCTURES INCCVU · Entity 7036 | Acting Chief Financial Officer | April 21, 2021 | April 23, 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.
CPI AEROSTRUCTURES INC
Report date April 21, 2021 · Filed April 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,579 |
Ending reported balance
After 2021-04-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-04-21 · Disposition to issuer · Disposed 1,082 · Balance 16,918 F1: Represents the forfeiture of performance-based restricted stock originally granted to the reporting person on August 25, 2020, which was eligible to vest based on certain financial performance objectives. Upon grant, the target vesting amount was reported in Table I of Form 4. On April 21, 2021, the Company determined that, based on the Company's performance over the applicable performance period, an aggregate of 1,082 shares would be forfeited Row 2 · 2021-04-21 · Grant · Acquired 19,900 · Balance 36,818 Row 3 · 2021-04-21 · Tax withholding · Disposed 239 · Balance 36,579 F2: Represents shares withheld to satisfy tax obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the forfeiture of performance-based restricted stock originally granted to the reporting person on August 25, 2020, which was eligible to vest based on certain financial performance objectives. Upon grant, the target vesting amount was reported in Table I of Form 4. On April 21, 2021, the Company determined that, based on the Company's performance over the applicable performance period, an aggregate of 1,082 shares would be forfeited
F2: Represents shares withheld to satisfy tax obligations.
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 |
|---|---|---|---|---|---|---|
| April 21, 2021 Filed Apr 23, 2021 17:49 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | Tax withholdingCommon Stock | 239 | $4.24 | $1,013.36 |
DisclosureSEC source: 0001094891-21-000184 · edgar.xml · nonDerivative · entry 3 Powers Thomas E · CIK 0001676134 · Acting Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,579 F2 · shares: Represents shares withheld to satisfy tax obligations. Read SEC document |
| April 21, 2021 Filed Apr 23, 2021 17:49 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 19,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-21-000184 · edgar.xml · nonDerivative · entry 2 Powers Thomas E · CIK 0001676134 · Acting Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,818 Read SEC document |
| April 21, 2021 Filed Apr 23, 2021 17:49 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | Disposition to issuerCommon Stock | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-21-000184 · edgar.xml · nonDerivative · entry 1 Powers Thomas E · CIK 0001676134 · Acting Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,918 F1 · shares: Represents the forfeiture of performance-based restricted stock originally granted to the reporting person on August 25, 2020, which was eligible to vest based on certain financial performance objectives. Upon grant, the target vesting amount was reported in Table I of Form 4. On April 21, 2021, the Company determined that, based on the Company's performance over the applicable performance period, an aggregate of 1,082 shares would be forfeited Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 15:19 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-20-000140 · edgar.xml · nonDerivative · entry 1 Powers Thomas E · CIK 0001676134 · Acting Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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.