Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWIN DISC INCTWIN · Entity 5867 | VP-Human Resources | August 13, 2020 | August 17, 2020 |
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.
TWIN DISC INC
Report date August 13, 2020 · Filed August 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,658 |
Reported balance
After 2020-08-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-08-13 · Grant · Acquired 1,719 · Balance 37,658 F1: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. |
| Common StockSEC Table I · non-derivative | Direct | 36,188 |
Reported balance
After 2020-08-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-08-13 · Tax withholding · Disposed 1,470 · Balance 36,188 F2: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 378.8507 |
Reported balance
Holding disclosure · report date 2020-08-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 378.8507 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan.
F2: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan.
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 |
|---|---|---|---|---|---|---|
| August 13, 2020 Filed Aug 17, 2020 20:26 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 1,470 | $6.59 | $9,679.95 |
DisclosureSEC source: 0001127602-20-023702 · form4.xml · nonDerivative · entry 2 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,188 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:26 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 1,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023702 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,658 F1 · security: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:19 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 2,177 | $5.85 | $12,724.57 |
DisclosureSEC source: 0001127602-20-022876 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,939 F1 · security: Shares surrendered to Company to satisfy tax withholding upon vesting of restricted stock granted 8/2/17. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:19 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 6,809 | $11.75 | $80,005.75 |
DisclosureSEC source: 0001127602-19-026024 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,116 F1 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2018 Long-Term Incentive Compensation Plan as amended. Grant will vest 100% on 8/1/2022. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 15:08 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 2,998 | $12.43 | $37,265.14 |
DisclosureSEC source: 0001127602-19-025766 · form4.xml · nonDerivative · entry 2 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,307 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 15:08 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 6,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025766 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,305 F1 · security: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 20:26 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 3,861 | $12.69 | $48,976.79 |
DisclosureSEC source: 0001127602-19-025531 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,827 F1 · security: Shares surrendered to Company to satisfy tax withholding obligation upon vesting of restricted stock granted 7/28/16. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 21:15 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 449 | $25.58 | $11,483.18 |
DisclosureSEC source: 0001127602-18-024474 · form4.xml · nonDerivative · entry 3 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,688 F3 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 21:15 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-024474 · form4.xml · nonDerivative · entry 2 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,137 F2 · security: Represents shares of common stock acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 21:15 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 2,350 | $26.19 | $61,546.50 |
DisclosureSEC source: 0001127602-18-024474 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,163 F1 · security: Shares surrendered to Company to satisfy tax withholding obligation upon vesting of restricted stock granted on 7/31/15. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 21:04 UTC | TWIN DISC INC TWIN · Entity 5867 | SaleCommon Stock | 5,000 | $27.25 | $136,252.00 |
DisclosureSEC source: 0001127602-17-034049 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,513 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.25 to $27.27, inclusive. The reporting person undertakes to provide to Twin Disc, Incorporated, any security holder of Twin Disc, Incorporated, 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 to this Form 4. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 20:34 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 4,723 | $16.94 | $80,007.62 |
DisclosureSEC source: 0001127602-17-025014 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,513 F1 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2010 Long Term Incentive Compensation Plan as amended. Grant will vest 100% on 8/2/2020. Read SEC document |
| July 30, 2017 Filed Aug 1, 2017 21:07 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 1,210 | $17.05 | $20,626.87 |
DisclosureSEC source: 0001127602-17-024558 · form4.xml · nonDerivative · entry 1 Wilcox Denise · CIK 0001307477 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,790 F1 · security: Shares surrendered to Company to satisfy tax withholding obligation upon vesting of restricted stock granted on 7/30/14. 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.