Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HURCO COMPANIES INCHURC · Entity 6564 | Director | March 14, 2019 | March 15, 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.
HURCO COMPANIES INC
Report date March 14, 2019 · Filed March 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Self as Director of Trustee for RTN-PSN Trust | 136,048 |
Reported balance
After 2019-03-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-14 · Gift · Disposed 25,000 · Balance 136,048 |
| Common StockSEC Table I · non-derivative | Direct | 11,161 |
Reported balance
After 2019-03-14 transaction · row 2
1 source rowRow 2 · 2019-03-14 · Grant · Acquired 1,478 · Balance 11,161 |
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 14, 2019 Filed Mar 15, 2019 23:31 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GrantCommon Stock | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-014416 · tv516402_form4.xml · nonDerivative · entry 2 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,161 Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 23:31 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-014416 · tv516402_form4.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 136,048 Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:45 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 1,000 | $45.69 | $45,690.00 |
DisclosureSEC source: 0001144204-18-020746 · tv491119_form4.xml · nonDerivative · entry 2 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 161,048 F2 · price: Represents the sale of 1,000 shares in multiple transactions, ranging in price from $45.68 to $45.70 per share, resulting in a weighted average sale price of $45.69. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 20:45 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 500 | $46.20 | $23,099.25 |
DisclosureSEC source: 0001144204-18-020746 · tv491119_form4.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 162,048 F1 · price: Represents the sale of 500 shares in multiple transactions, ranging in price from $46.1501 to $46.25 per share, resulting in a weighted average sale price of $46.1985. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 19:56 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 194 | $46.70 | $9,059.80 |
DisclosureSEC source: 0001144204-18-020274 · tv490944_form4.xml · nonDerivative · entry 2 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 162,548 Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 19:56 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 1,000 | $47.03 | $47,032.00 |
DisclosureSEC source: 0001144204-18-020274 · tv490944_form4.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 162,742 Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 19:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 1,000 | $46.00 | $46,000.00 |
DisclosureSEC source: 0001144204-18-018599 · tv490016_form4.xml · nonDerivative · entry 2 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 163,742 Read SEC document |
| March 26, 2018 Filed Apr 2, 2018 19:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 8,071 | $45.30 | $365,616.30 |
DisclosureSEC source: 0001144204-18-018599 · tv490016_form4.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 164,742 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 15:12 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GrantCommon Stock | 1,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-015168 · tv488715_form4.xml · nonDerivative · entry 2 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,496 Read SEC document |
| March 15, 2018 Filed Apr 2, 2018 19:51 UTC Amendment | HURCO COMPANIES INC HURC · Entity 6564 | GrantCommon Stock | 1,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-018595 · tv490142_form4a.xml · nonDerivative · entry 2 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,683 F3 · balance_after: The amount reported in column five of the Original Form 4 aggregated the shares owned directly and indirectly by Mr. Niner. This amount only reflects shares owned directly by Mr. Niner. Read SEC document |
| January 19, 2018 Filed Mar 16, 2018 15:12 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GiftCommon Stock | 46,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-015168 · tv488715_form4.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,194 Read SEC document |
| January 19, 2018 Filed Apr 2, 2018 19:51 UTC Amendment | HURCO COMPANIES INC HURC · Entity 6564 | GiftCommon Stock | 46,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-018595 · tv490142_form4a.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Director of Trustee for RTN-PSN Trust Disclosed balance after: 172,813 F1 · shares: These shares were inadvertently reported as a gift from Mr. Niner's direct holdings in the Form 4 filed on March 16, 2018 (the "Original Form 4"); however, the shares were a gift by the RTN-PSN Trust (the "Trust"), of which Mr. Niner is a director. The board of directors of the Trust has investment and voting control over shares owned by the Trust and is comprised of six members (Mr. Niner, two of his immediate family members and three non-family members), and therefore Mr. Niner may be deemed to have indirect beneficial ownership of shares owned by the Trust. F2 · balance_after: The amount reported in column five of the Original Form 4 aggregated the shares owned directly and indirectly by Mr. Niner. This amount only reflects shares owned by the Trust. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:57 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GrantCommon Stock | 1,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-013974 · v461568_form4.xml · nonDerivative · entry 1 Niner Andrew Sheeley · CIK 0001544869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,694 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.