Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVCO INDUSTRIES, INC.CVCO · Entity 4020 | See Remarks | February 12, 2020 | February 12, 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 February 12, 2020 · Filed February 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,380 |
Ending reported balance
After 2020-02-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-02-12 · Exercise / conversion · Acquired 7,125 · Balance 7,125 Row 2 · 2020-02-12 · Exercise / conversion · Acquired 2,500 · Balance 9,625 Row 3 · 2020-02-12 · Tax withholding · Disposed 5,245 · Balance 4,380 F1: Surrender of shares for payment of option exercise price and taxes. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $75.90 · Expires 2022-07-09 | Direct | 0 |
Reported balance
After 2020-02-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-12 · Exercise / conversion · Disposed 7,125 · Balance 0 F2: The option was exercisable on July 9, 2019. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $99.96 · Expires 2023-07-13 | Direct | 7,500 |
Reported balance
After 2020-02-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-12 · Exercise / conversion · Disposed 2,500 · Balance 7,500 F3: The option was exercisable on July 13, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares for payment of option exercise price and taxes.
F2: The option was exercisable on July 9, 2019.
F3: The option was exercisable on July 13, 2019.
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 |
|---|---|---|---|---|---|---|
| February 12, 2020 Filed Feb 12, 2020 23:25 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,500 | $99.96 Strike: $99.96 | $249,900.00 |
DisclosureSEC source: 0000278166-20-000018 · wf-form4_158154989707085.xml · derivative · entry 5 KEENER LARRY · CIK 0001202404 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 2,500 shares Expires 2023-07-13 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: The option was exercisable on July 13, 2019. Read SEC document |
| February 12, 2020 Filed Feb 12, 2020 23:25 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 7,125 | $75.90 Strike: $75.90 | $540,787.50 |
DisclosureSEC source: 0000278166-20-000018 · wf-form4_158154989707085.xml · derivative · entry 4 KEENER LARRY · CIK 0001202404 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,125 shares Expires 2022-07-09 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: The option was exercisable on July 9, 2019. Read SEC document |
| February 12, 2020 Filed Feb 12, 2020 23:25 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 5,245 | $229.68 | $1,204,671.60 |
DisclosureSEC source: 0000278166-20-000018 · wf-form4_158154989707085.xml · nonDerivative · entry 3 KEENER LARRY · CIK 0001202404 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,380 F1 · shares: Surrender of shares for payment of option exercise price and taxes. Read SEC document |
| February 12, 2020 Filed Feb 12, 2020 23:25 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 2,500 | $99.96 | $249,900.00 |
DisclosureSEC source: 0000278166-20-000018 · wf-form4_158154989707085.xml · nonDerivative · entry 2 KEENER LARRY · CIK 0001202404 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,625 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 12, 2020 Filed Feb 12, 2020 23:25 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 7,125 | $75.90 | $540,787.50 |
DisclosureSEC source: 0000278166-20-000018 · wf-form4_158154989707085.xml · nonDerivative · entry 1 KEENER LARRY · CIK 0001202404 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,125 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.