Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVCO INDUSTRIES, INC.CVCO · Entity 4020 | President, Fleetwood Homes | July 09, 2020 | July 20, 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.
CAVCO INDUSTRIES, INC.
Report date July 09, 2020 · Filed July 20, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450 |
Reported balance
After 2020-07-09 transaction · row 1
1 source rowRow 1 · 2020-07-09 · Tax withholding · Disposed 50 · Balance 450 F1: Surrender of shares for payment of tax withholding upon delivery of vested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares for payment of tax withholding upon delivery of vested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| July 09, 2020 Filed Jul 20, 2020 20:04 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 50 | $178.79 | $8,939.50 |
DisclosureSEC source: 0000278166-20-000042 · wf-form4_159527545198527.xml · nonDerivative · entry 1 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 F1 · shares: Surrender of shares for payment of tax withholding upon delivery of vested restricted stock units. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 22:32 UTC Amendment | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000278166-19-000088 · wf-form4a_156279792635785.xml · nonDerivative · entry 1 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · shares: The Form 4, as originally filed, incorrectly reported the number of securities acquired as being 487. The sole purpose of this amendment is to correct the amount of shares granted. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 20:44 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0000278166-19-000086 · wf-form4_156279145855898.xml · nonDerivative · entry 1 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487 F1 · shares: This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company as follows: 33% on the first anniversary of the grant date, 33% on the second anniversary of the grant date and 34% on the third anniversary of the grant date. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 21:06 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 2,032 | $165.03 | $335,335.07 |
DisclosureSEC source: 0000278166-18-000070 · wf-form4_154413034383925.xml · nonDerivative · entry 1 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 00:04 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 750 | $79.26 Strike: $79.26 | $59,445.00 |
DisclosureSEC source: 0000278166-18-000050 · wf-form4_153541462904299.xml · derivative · entry 4 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750 shares Expires 2021-07-22 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: This option vested in equal amounts on July 22, 2015, July 22, 2016, July 22, 2017, and July 22, 2018. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 00:04 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 2,000 | $244.60 | $489,200.00 |
DisclosureSEC source: 0000278166-18-000050 · wf-form4_153541462904299.xml · nonDerivative · entry 3 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 00:04 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 473 | $242.80 | $114,844.40 |
DisclosureSEC source: 0000278166-18-000050 · wf-form4_153541462904299.xml · nonDerivative · entry 2 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,032 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Lott received 277 shares of common stock on a net exercise of option to purchase 750 shares of common stock. Mr. Lott forfeited 473 shares of common stock underlying the option in payment of the exercise price and required tax withholding, using the closing stock price on August 24, 2018 of $242.80. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 00:04 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 750 | $79.26 | $59,445.00 |
DisclosureSEC source: 0000278166-18-000050 · wf-form4_153541462904299.xml · nonDerivative · entry 1 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,505 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 |
| February 22, 2018 Filed Feb 23, 2018 00:13 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,250 | $0.00 Strike: $79.26 | $0.00 |
DisclosureSEC source: 0000278166-18-000006 · wf-form4_151934481423353.xml · derivative · entry 5 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 2,250 shares Expires 2021-07-22 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: These options vested in equal amounts on July 22, 2015, July 22, 2016, and July 22, 2017 respectively. 750 remaining shares will vest on July 22, 2018. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 00:13 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $52.96 | $0.00 |
DisclosureSEC source: 0000278166-18-000006 · wf-form4_151934481423353.xml · derivative · entry 4 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2020-07-11 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: These options vested in equal amounts on July 11, 2016 and July 11, 2017, respectively. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 00:13 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 2,495 | $167.80 | $418,661.00 |
DisclosureSEC source: 0000278166-18-000006 · wf-form4_151934481423353.xml · nonDerivative · entry 3 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,755 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Lott received 1,755 shares of common stock on a net exercise of options to purchase 4,250 shares of common stock. Mr. Lott forfeited 2,495 shares of common stock underlying the option in payment of the exercise price and required tax withholding, using the closing stock price on February 21, 2018 of $167.80. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 00:13 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 2,250 | $79.26 | $178,335.00 |
DisclosureSEC source: 0000278166-18-000006 · wf-form4_151934481423353.xml · nonDerivative · entry 2 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 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 |
| February 22, 2018 Filed Feb 23, 2018 00:13 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 2,000 | $52.96 | $105,920.00 |
DisclosureSEC source: 0000278166-18-000006 · wf-form4_151934481423353.xml · nonDerivative · entry 1 Lott Charles E · CIK 0001325970 · President, Fleetwood Homes 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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.