Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASCENT INDUSTRIES CO.SYNL · Entity 6584 | Director | March 12, 2020 | March 13, 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.
ASCENT INDUSTRIES CO.
Report date March 12, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 19,500 |
Reported balance
After 2020-03-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-12 · Purchase · Acquired 500 · Balance 19,500 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 20,000 |
Reported balance
After 2020-03-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-13 · Grant · Acquired 500 · Balance 20,000 |
| Common StockSEC Table I · non-derivative | Direct | 13,963 |
Reported balance
Holding disclosure · report date 2020-03-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,963 |
| Common StockSEC Table I · non-derivative | IndirectUGMA for grandchild - M.M. Henderson | 1,150 |
Reported balance
Holding disclosure · report date 2020-03-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,150 |
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 13, 2020 Filed Mar 13, 2020 19:34 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 500 | $10.39 | $5,195.00 |
DisclosureSEC source: 0000095953-20-000025 · wf-form4_158412805184341.xml · nonDerivative · entry 2 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 20,000 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 19:34 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | PurchaseCommon Stock | 500 | $10.50 | $5,250.00 |
DisclosureSEC source: 0000095953-20-000025 · wf-form4_158412805184341.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 19,500 Read SEC document |
| September 20, 2019 Filed Sep 20, 2019 16:04 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-19-000094 · wf-form4_156899547109805.xml · nonDerivative · entry 5 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - E.M. Terry Disclosed balance after: 0 Read SEC document |
| September 20, 2019 Filed Sep 20, 2019 16:04 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-19-000094 · wf-form4_156899547109805.xml · nonDerivative · entry 3 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - E.S. Terry Disclosed balance after: 0 Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 17:48 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 1,674 | $19.11 | $31,981.77 |
DisclosureSEC source: 0000095953-19-000084 · wf-form4_156278089295947.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,963 Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 20:34 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | PurchaseCommon Stock | 1,500 | $15.15 | $22,725.00 |
DisclosureSEC source: 0000095953-19-000031 · wf-form4_155233648203245.xml · nonDerivative · entry 2 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 19,000 Read SEC document |
| January 24, 2019 Filed Jan 24, 2019 19:15 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 2,261 | $18.58 | $41,998.08 |
DisclosureSEC source: 0000095953-19-000011 · wf-form4_154835730017051.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,289 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:16 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-18-000054 · wf-form4_152899299017999.xml · nonDerivative · entry 5 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - C.I Henderson Disclosed balance after: 1,242 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:16 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-18-000054 · wf-form4_152899299017999.xml · nonDerivative · entry 4 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - E.S. Terry Disclosed balance after: 1,242 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:16 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-18-000054 · wf-form4_152899299017999.xml · nonDerivative · entry 3 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - M.M. Henderson Disclosed balance after: 1,242 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:16 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-18-000054 · wf-form4_152899299017999.xml · nonDerivative · entry 2 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - E.M. Terry Disclosed balance after: 1,242 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:16 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 1,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-18-000054 · wf-form4_152899299017999.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,028 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 15:18 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | PurchaseCommon Stock | 1,500 | $11.20 | $16,800.00 |
DisclosureSEC source: 0000095953-17-000076 · wf-form4_150332872053067.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 17,500 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 15:11 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-17-000074 · wf-form4_150332826330745.xml · nonDerivative · entry 5 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - E.S. Terry Disclosed balance after: 750 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 15:11 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-17-000074 · wf-form4_150332826330745.xml · nonDerivative · entry 4 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - E.M. Terry Disclosed balance after: 750 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 15:11 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-17-000074 · wf-form4_150332826330745.xml · nonDerivative · entry 3 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - M.M. Henderson Disclosed balance after: 750 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 15:11 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-17-000074 · wf-form4_150332826330745.xml · nonDerivative · entry 2 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for grandchild - C.I Henderson Disclosed balance after: 750 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 15:11 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000095953-17-000074 · wf-form4_150332826330745.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,996 Read SEC document |
| May 23, 2017 Filed May 23, 2017 20:45 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 3,789 | $11.00 | $41,679.00 |
DisclosureSEC source: 0000095953-17-000055 · wf-form4_149557232463652.xml · nonDerivative · entry 1 TERRY JAMES W JR · CIK 0001267984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,996 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.