Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTEST CORPINTT · Entity 6590 | Director · President & CEO | March 09, 2020 | March 11, 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.
INTEST CORP
Report date March 09, 2020 · Filed March 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,708 |
Reported balance
After 2020-03-09 transaction · row 1
1 source rowRow 1 · 2020-03-09 · Grant · Acquired 15,560 · Balance 142,708 F1: The shares acquired are restricted shares issued pursuant to the Issuer's Second Amended and Restated 2014 Stock Plan and will vest 25% annually commencing on March 9, 2021. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.69 · Expires 2030-03-08 | Direct | 46,600 |
Reported balance
After 2020-03-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-09 · Grant · Acquired 46,600 · Balance 46,600 F3: The option vests in four equal annual installments beginning on March 9, 2021. |
| Common StockSEC Table I · non-derivative | IndirectBy Plan | 16,193.46 |
Reported balance
Holding disclosure · report date 2020-03-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,193.46 F2: The information in this report is based on information provided by the third-party Trustee of the inTEST Corporation Incentive Savings Plan ("Plan") as of December 31, 2019. Actions by the Trustee of the Plan to maintain overall Plan liquidity targets over time will result in periodic fluctuations in the number of shares of inTEST Common Stock held by the Plan and allocated among the participants of the Plan (including the reporting person), and are not the result of volitional or discretionary actions of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares acquired are restricted shares issued pursuant to the Issuer's Second Amended and Restated 2014 Stock Plan and will vest 25% annually commencing on March 9, 2021.
F2: The information in this report is based on information provided by the third-party Trustee of the inTEST Corporation Incentive Savings Plan ("Plan") as of December 31, 2019. Actions by the Trustee of the Plan to maintain overall Plan liquidity targets over time will result in periodic fluctuations in the number of shares of inTEST Common Stock held by the Plan and allocated among the participants of the Plan (including the reporting person), and are not the result of volitional or discretionary actions of the reporting person.
F3: The option vests in four equal annual installments beginning on March 9, 2021.
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 09, 2020 Filed Mar 11, 2020 18:49 UTC | INTEST CORP INTT · Entity 6590 | GrantEmployee Stock Option (right to buy) · Derivative | 46,600 | $0.00 Strike: $3.69 | $0.00 |
DisclosureSEC source: 0001036262-20-000005 · primary_doc.xml · derivative · entry 3 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,600 Underlying: Common Stock · 46,600 shares Expires 2030-03-08 F3 · derivative.exercise_date: The option vests in four equal annual installments beginning on March 9, 2021. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 18:49 UTC | INTEST CORP INTT · Entity 6590 | GrantCommon Stock | 15,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001036262-20-000005 · primary_doc.xml · nonDerivative · entry 1 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,708 F1 · shares: The shares acquired are restricted shares issued pursuant to the Issuer's Second Amended and Restated 2014 Stock Plan and will vest 25% annually commencing on March 9, 2021. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 15:23 UTC | INTEST CORP INTT · Entity 6590 | PurchaseCommon Stock | 880 | $4.43 | $3,898.40 |
DisclosureSEC source: 0001036262-19-000013 · primary_doc.xml · nonDerivative · entry 4 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,148 Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 15:23 UTC | INTEST CORP INTT · Entity 6590 | PurchaseCommon Stock | 300 | $4.40 | $1,318.50 |
DisclosureSEC source: 0001036262-19-000013 · primary_doc.xml · nonDerivative · entry 3 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,268 Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 15:23 UTC | INTEST CORP INTT · Entity 6590 | PurchaseCommon Stock | 7,772 | $4.40 | $34,196.80 |
DisclosureSEC source: 0001036262-19-000013 · primary_doc.xml · nonDerivative · entry 2 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,968 Read SEC document |
| August 22, 2019 Filed Aug 26, 2019 15:23 UTC | INTEST CORP INTT · Entity 6590 | PurchaseCommon Stock | 748 | $4.40 | $3,291.20 |
DisclosureSEC source: 0001036262-19-000013 · primary_doc.xml · nonDerivative · entry 1 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,196 Read SEC document |
| August 21, 2019 Filed Aug 22, 2019 20:15 UTC | INTEST CORP INTT · Entity 6590 | PurchaseCommon Stock | 700 | $4.36 | $3,052.00 |
DisclosureSEC source: 0001036262-19-000012 · primary_doc.xml · nonDerivative · entry 2 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,448 Read SEC document |
| August 21, 2019 Filed Aug 22, 2019 20:15 UTC | INTEST CORP INTT · Entity 6590 | PurchaseCommon Stock | 1,600 | $4.30 | $6,880.00 |
DisclosureSEC source: 0001036262-19-000012 · primary_doc.xml · nonDerivative · entry 1 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,748 Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 20:19 UTC | INTEST CORP INTT · Entity 6590 | GrantEmployee Stock Option (right to buy) · Derivative | 93,200 | $0.00 Strike: $7.13 | $0.00 |
DisclosureSEC source: 0001036262-19-000003 · primary_doc.xml · derivative · entry 3 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,200 Underlying: Common Stock · 93,200 shares Expires 2029-03-10 F3 · derivative.exercise_date: The option vests in four equal annual installments beginning on March 11, 2020. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 20:19 UTC | INTEST CORP INTT · Entity 6590 | GrantCommon Stock | 31,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001036262-19-000003 · primary_doc.xml · nonDerivative · entry 1 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,148 F1 · shares: The shares acquired are restricted shares acquired pursuant to the Issuer's Amended and Restated 2014 Stock Plan and will vest 25% annually commencing on March 11, 2020. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 16:39 UTC | INTEST CORP INTT · Entity 6590 | GrantEmployee Stock Option (right to buy) · Derivative | 60,900 | $0.00 Strike: $8.45 | $0.00 |
DisclosureSEC source: 0001036262-18-000006 · primary_doc.xml · derivative · entry 3 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,900 Underlying: Common Stock · 60,900 shares Expires 2028-03-11 F3 · derivative.exercise_date: The option vests in four equal installments beginning on March 12, 2019. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 16:39 UTC | INTEST CORP INTT · Entity 6590 | GrantCommon Stock | 20,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001036262-18-000006 · primary_doc.xml · nonDerivative · entry 1 PELRIN JAMES · CIK 0001309992 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,048 F1 · shares: The shares acquired are restricted shares issued pursuant to the Issuer's 2014 Stock Plan and will vest in increments of 25% annually commencing on March 12, 2019. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 15:22 UTC | INTEST CORP INTT · Entity 6590 | GrantEmployee Stock Option (right to buy) · Derivative | 34,000 | $0.00 Strike: $6.35 | $0.00 |
DisclosureSEC source: 0001036262-17-000008 · primary_doc.xml · derivative · entry 3 PELRIN JAMES · CIK 0001309992 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 Underlying: Common Stock · 34,000 shares Expires 2027-03-14 F3 · derivative.exercise_date: The option vests in four equal installments beginning on March 15, 2018. Read SEC document |
| March 15, 2012 Filed Mar 17, 2017 15:22 UTC | INTEST CORP INTT · Entity 6590 | GrantCommon Stock | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001036262-17-000008 · primary_doc.xml · nonDerivative · entry 1 PELRIN JAMES · CIK 0001309992 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,448 F1 · shares: The shares acquired are restricted shares issued pursuant to the Issuer's 2014 Stock Plan and will vest in increments of 25% annually commencing on March 15, 2018. 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.