Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AZZ INCAZZ · Entity 4043 | Director | July 08, 2020 | July 09, 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.
AZZ INC
Report date July 08, 2020 · Filed July 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 66,594 |
Reported balance
After 2020-07-08 transaction · row 1
1 source rowRow 1 · 2020-07-08 · Grant · Acquired 3,174 · Balance 66,594 |
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 08, 2020 Filed Jul 9, 2020 20:57 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 3,174 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-20-000170 · wf-form4_159432823223260.xml · nonDerivative · entry 1 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,594 Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 20:39 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-19-000149 · wf-form4_156279115837811.xml · nonDerivative · entry 1 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,420 Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 21:26 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionSTOCK APPRECIATION RIGHTS · Derivative | 908 | $25.67 | $23,308.36 |
DisclosureSEC source: 0000008947-18-000167 · wf-form4_154179876026386.xml · derivative · entry 4 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,724 Underlying: COMMON STOCK · 908 shares Expires not disclosed 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_price: The conversion of SARs, which are settled in shares of AZZ common stock in an amount equal to the excess value of the grant date price ($25.67) over the exercise price ($47.59). F4 · derivative.exercise_date: On March 1, 2012 the reporting person was granted SARs, which vested ratably over a 3-year period beginning on March 1, 2013. F5 · derivative.expiration_date: The SARs granted on March 1, 2012 have an expiration date of March 1, 2019. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 21:26 UTC | AZZ INC AZZ · Entity 4043 | SaleCOMMON STOCK | 418 | $47.70 | $19,938.60 |
DisclosureSEC source: 0000008947-18-000167 · wf-form4_154179876026386.xml · nonDerivative · entry 3 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,296 F2 · kind: The shares sold on the open market are the aggregate net shares received upon the exercise of the SARs reported in Table 1. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 21:26 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 490 | $47.59 | $23,319.10 |
DisclosureSEC source: 0000008947-18-000167 · wf-form4_154179876026386.xml · nonDerivative · entry 2 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,714 F1 · kind: Shares forfeited for the conversion of stock appreciation rights ("SARs"), which are settled in shares of AZZ common stock in an amount equal to the excess value of the grant date price ($25.67) over the exercise price ($47.59). Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 21:26 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 908 | $25.67 | $23,308.36 |
DisclosureSEC source: 0000008947-18-000167 · wf-form4_154179876026386.xml · nonDerivative · entry 1 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,204 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 |
| July 10, 2018 Filed Jul 10, 2018 22:12 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 1,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-18-000118 · wf-form4_153126075177219.xml · nonDerivative · entry 1 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,296 Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 21:32 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000108 · wf-form4_149989514961836.xml · nonDerivative · entry 1 JOYCE KEVERN R · CIK 0001223562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,473 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.