Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TAYLOR DEVICES, INC.TAYD · Entity 6338 | Director | April 18, 2020 | April 21, 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.
TAYLOR DEVICES, INC.
Report date April 18, 2020 · Filed April 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.85 · Expires 2030-04-18 | Direct | 5,000 |
Reported balance
After 2020-04-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-04-18 · Grant · Acquired 5,000 · Balance 5,000 |
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 18, 2020 Filed Apr 21, 2020 15:36 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001776948-20-000004 · primary_doc.xml · derivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2030-04-18 Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 17:59 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $6.35 | $0.00 |
DisclosureSEC source: 0001776948-20-000002 · primary_doc.xml · derivative · entry 3 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2020-04-18 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 |
| April 14, 2020 Filed Apr 15, 2020 17:59 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Tax withholdingCommon Stock | 3,062 | $10.37 | $31,750.18 |
DisclosureSEC source: 0001776948-20-000002 · primary_doc.xml · nonDerivative · entry 2 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,938 Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 17:59 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $6.35 | $31,750.00 |
DisclosureSEC source: 0001776948-20-000002 · primary_doc.xml · nonDerivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| April 18, 2019 Filed Apr 22, 2019 15:40 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $11.98 | $0.00 |
DisclosureSEC source: 0000096536-19-000018 · primary_doc.xml · derivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2029-04-18 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 18:01 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000096536-19-000006 · primary_doc.xml · nonDerivative · entry 2 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wife Disclosed balance after: 15,000 F1 · ownership.nature: The Reporting Person disclaims Beneficial Ownership of Securities held by his Wife. F2 · ownership.nature: The nature of Indirect Ownership is gifted shares to his Wife. Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 18:01 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000096536-19-000006 · primary_doc.xml · nonDerivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 20:29 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $2.83 | $14,150.00 |
DisclosureSEC source: 0000096536-19-000005 · primary_doc.xml · nonDerivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| April 18, 2018 Filed Apr 19, 2018 17:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0000096536-18-000016 · primary_doc.xml · derivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-04-18 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:47 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $5.21 | $0.00 |
DisclosureSEC source: 0000096536-18-000005 · primary_doc.xml · derivative · entry 2 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-04-18 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 |
| April 02, 2018 Filed Apr 4, 2018 20:47 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $5.21 | $26,025.00 |
DisclosureSEC source: 0000096536-18-000005 · primary_doc.xml · nonDerivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 |
| April 18, 2017 Filed Apr 19, 2017 20:03 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $13.80 | $0.00 |
DisclosureSEC source: 0000096536-17-000020 · primary_doc.xml · derivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2027-04-18 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 100 | $14.85 | $1,485.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 16 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 500 | $14.69 | $7,344.60 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 15 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 300 | $14.67 | $4,401.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 14 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 500 | $14.67 | $7,335.50 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 13 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 1,642 | $14.65 | $24,055.30 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 12 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 200 | $14.68 | $2,936.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 11 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,042 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 300 | $14.66 | $4,398.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 10 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,242 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 251 | $14.70 | $3,689.70 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 9 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,542 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 100 | $14.67 | $1,467.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 8 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,793 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 300 | $14.67 | $4,401.03 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 7 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,893 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 200 | $14.67 | $2,934.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 6 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,193 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 400 | $14.66 | $5,864.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 5 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,393 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 100 | $14.66 | $1,466.01 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 4 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,793 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 150 | $14.75 | $2,212.50 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 3 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,893 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 100 | $14.88 | $1,488.00 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 2 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,043 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:15 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 66 | $14.70 | $970.20 |
DisclosureSEC source: 0000096536-17-000009 · primary_doc.xml · nonDerivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,143 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 420 | $14.70 | $6,174.00 |
DisclosureSEC source: 0000096536-17-000008 · primary_doc.xml · nonDerivative · entry 6 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,209 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 100 | $14.73 | $1,473.00 |
DisclosureSEC source: 0000096536-17-000008 · primary_doc.xml · nonDerivative · entry 5 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,629 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 500 | $14.70 | $7,350.05 |
DisclosureSEC source: 0000096536-17-000008 · primary_doc.xml · nonDerivative · entry 4 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,729 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 420 | $14.75 | $6,195.00 |
DisclosureSEC source: 0000096536-17-000008 · primary_doc.xml · nonDerivative · entry 3 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,229 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 500 | $14.75 | $7,375.70 |
DisclosureSEC source: 0000096536-17-000008 · primary_doc.xml · nonDerivative · entry 2 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,649 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:22 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | SaleCommon Stock | 116 | $14.80 | $1,716.80 |
DisclosureSEC source: 0000096536-17-000008 · primary_doc.xml · nonDerivative · entry 1 Clark Randall L · CIK 0001020326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,149 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.