Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENCOR INDUSTRIES INCGENC · Entity 6059 | Director | March 04, 2021 | March 08, 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.
GENCOR INDUSTRIES INC
Report date March 04, 2021 · Filed March 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-03-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-03-04 · Sale · Disposed 4,000 · Balance 2,000 F1: 1. Represents average sales price. Row 2 · 2021-03-05 · Sale · Disposed 21 · Balance 1,979 Row 3 · 2021-03-08 · Sale · Disposed 1,979 · Balance 0 F1: 1. Represents average sales price. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. Represents average sales price.
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 |
|---|---|---|---|---|---|---|
| March 08, 2021 Filed Mar 8, 2021 20:51 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,979 | $14.81 | $29,299.10 |
DisclosureSEC source: 0001517777-21-000003 · primary_doc.xml · nonDerivative · entry 3 Sharp James P · CIK 0001517777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 1. Represents average sales price. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 20:51 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 21 | $14.70 | $308.70 |
DisclosureSEC source: 0001517777-21-000003 · primary_doc.xml · nonDerivative · entry 2 Sharp James P · CIK 0001517777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,979 Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 20:51 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 4,000 | $14.33 | $57,300.00 |
DisclosureSEC source: 0001517777-21-000003 · primary_doc.xml · nonDerivative · entry 1 Sharp James P · CIK 0001517777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: 1. Represents average sales price. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 18:31 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock | 1,500 | $14.39 | $21,579.00 |
DisclosureSEC source: 0001517777-21-000002 · primary_doc.xml · nonDerivative · entry 1 Sharp James P · CIK 0001517777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:33 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Options (right to buy) · Derivative | 7,500 | $5.13 Strike: $5.13 | $38,445.00 |
DisclosureSEC source: 0001517777-21-000001 · primary_doc.xml · derivative · entry 2 Sharp James P · CIK 0001517777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2021-10-01 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 options exercised were granted on Oct 1, 2011 and vested in equal annual installments; Oct 1, 2012, Oct 1, 2013, Oct 1, 2014, & Oct 1, 2015. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:33 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionCommon Stock | 7,500 | $5.13 | $38,445.00 |
DisclosureSEC source: 0001517777-21-000001 · primary_doc.xml · nonDerivative · entry 1 Sharp James P · CIK 0001517777 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.