Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLEXSTEEL INDUSTRIES INCFLXS · Entity 1407 | Director | June 03, 2019 | June 05, 2019 |
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.
FLEXSTEEL INDUSTRIES INC
Report date June 03, 2019 · Filed June 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 192,378 |
Reported balance
After 2019-06-03 transaction · row 1
1 source rowRow 1 · 2019-06-03 · Grant · Acquired 668 · Balance 192,378 F1: Restricted stock award granted in the following amount $12,500 divided by the closing price of $18.70 on June 4, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 16,500 |
Reported balance
Holding disclosure · report date 2019-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,500 |
| Common StockSEC Table I · non-derivative | IndirectContingent Bene. Various Trusts | 111,053 |
Reported balance
Holding disclosure · report date 2019-06-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 111,053 F2: Neither this report nor its filing shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Act or otherwise beneficial owner of these securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted in the following amount $12,500 divided by the closing price of $18.70 on June 4, 2019.
F2: Neither this report nor its filing shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Act or otherwise beneficial owner of these securities.
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 |
|---|---|---|---|---|---|---|
| June 03, 2019 Filed Jun 5, 2019 16:38 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 668 | $18.70 | $12,491.60 |
DisclosureSEC source: 0001127602-19-020829 · form4.xml · nonDerivative · entry 1 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,378 F1 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $18.70 on June 4, 2019. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 17:13 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 497 | $25.15 | $12,499.55 |
DisclosureSEC source: 0001127602-19-010152 · form4.xml · nonDerivative · entry 1 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,710 F1 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $25.15 on March 5, 2019. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 16:07 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 525 | $23.87 | $12,531.75 |
DisclosureSEC source: 0001127602-18-035979 · form4.xml · nonDerivative · entry 1 BERTSCH JEFFREY T · CIK 0001166004 · Interim President, Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,213 F1 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $23.87 on December 11, 2018. Read SEC document |
| December 05, 2018 Filed Dec 6, 2018 21:59 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GiftCommon Stock | 3,720 | $24.17 | $89,912.40 |
DisclosureSEC source: 0001127602-18-035420 · form4.xml · nonDerivative · entry 1 BERTSCH JEFFREY T · CIK 0001166004 · Interim President, Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,688 Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 18:21 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 370 | $33.77 | $12,494.90 |
DisclosureSEC source: 0001246360-18-002194 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Interim President, Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,408 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $33.77 on September 11, 2018. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 16:49 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 326 | $38.40 | $12,518.40 |
DisclosureSEC source: 0001246360-18-001737 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,038 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $38.40 on June 5, 2018. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:07 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 310 | $40.20 | $12,462.00 |
DisclosureSEC source: 0001246360-18-000996 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,712 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $40.20 on March 6, 2018. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 18:21 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GiftCommon Stock | 2,500 | $51.69 | $129,225.00 |
DisclosureSEC source: 0001246360-17-003238 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,402 Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 17:21 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 243 | $51.53 | $12,521.79 |
DisclosureSEC source: 0001246360-17-003225 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,902 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $51.53 on December 5, 2017.. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 20:00 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | SaleCommon Stock | 1,510 | $50.00 | $75,500.00 |
DisclosureSEC source: 0001246360-17-003129 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,659 Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 17:42 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GiftCommon Stock | 1,806 | $46.47 | $83,924.82 |
DisclosureSEC source: 0001246360-17-002753 · form.xml · nonDerivative · entry 4 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,169 Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 17:42 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 267 | $46.90 | $12,521.77 |
DisclosureSEC source: 0001246360-17-002753 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,975 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $46.898 on September 12, 2017. Read SEC document |
| September 06, 2017 Filed Sep 6, 2017 18:28 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | Tax withholdingCommon Stock | 630 | $45.52 | $28,677.60 |
DisclosureSEC source: 0001246360-17-002677 · form.xml · nonDerivative · entry 4 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,708 Read SEC document |
| September 06, 2017 Filed Sep 6, 2017 18:28 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 1,630 | $45.52 | $74,197.60 |
DisclosureSEC source: 0001246360-17-002677 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,338 Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 18:07 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | SaleCommon Stock | 247 | $52.00 | $12,844.00 |
DisclosureSEC source: 0001246360-17-002133 · form.xml · nonDerivative · entry 4 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,708 Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 18:07 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 243 | $51.34 | $12,474.89 |
DisclosureSEC source: 0001246360-17-002133 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,955 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $51.337 on June 5, 2017. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 15:21 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 247 | $50.54 | $12,483.38 |
DisclosureSEC source: 0001246360-17-001265 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,712 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $50.54 on March 7, 2017. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 17:21 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | SaleCommon Stock | 477 | $51.37 | $24,503.92 |
DisclosureSEC source: 0001246360-17-000776 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,465 Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 19:49 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | SaleCommon Stock | 100 | $59.51 | $5,951.00 |
DisclosureSEC source: 0001246360-16-007464 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Contingent Bene. Various Trusts Disclosed balance after: 111,053 F1 · ownership.nature: Neither this report nor its filing shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Act or otherwise beneficial owner of these securities. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 19:35 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GiftCommon Stock | 2,500 | $60.18 | $150,450.00 |
DisclosureSEC source: 0001246360-16-007434 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,942 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 19:00 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 223 | $56.20 | $12,532.60 |
DisclosureSEC source: 0001246360-16-007345 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,442 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $56.20 on December 6, 2016. Read SEC document |
| September 13, 2016 Filed Sep 14, 2016 21:14 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GiftCommon Stock | 2,190 | $49.63 | $108,689.70 |
DisclosureSEC source: 0001246360-16-006753 · form.xml · nonDerivative · entry 5 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,219 Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 21:14 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | SaleCommon Stock | 2,701 | $48.33 | $130,539.33 |
DisclosureSEC source: 0001246360-16-006753 · form.xml · nonDerivative · entry 4 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,409 Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 21:14 UTC | FLEXSTEEL INDUSTRIES INC FLXS · Entity 1407 | GrantCommon Stock | 254 | $49.16 | $12,486.64 |
DisclosureSEC source: 0001246360-16-006753 · form.xml · nonDerivative · entry 3 BERTSCH JEFFREY T · CIK 0001166004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,110 F2 · shares: Restricted stock award granted in the following amount $12,500 divided by the closing price of $49.16 on September 13, 2016. 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.