Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Executive Vice President, CFO | December 19, 2018 | December 20, 2018 |
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.
POWELL INDUSTRIES INC
Report date December 19, 2018 · Filed December 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,821 |
Reported balance
After 2018-12-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-12-19 · Grant · Acquired 5,000 · Balance 85,821 F1: Includes shares that have a time-based vesting provision. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Shares | 975 |
Reported balance
Holding disclosure · report date 2018-12-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 975 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares that have a time-based vesting provision.
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 |
|---|---|---|---|---|---|---|
| December 19, 2018 Filed Dec 20, 2018 17:50 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 5,000 | $25.32 | $126,600.00 |
DisclosureSEC source: 0001209191-18-063629 · doc4.xml · nonDerivative · entry 1 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,821 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 20:32 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062211 · doc4.xml · nonDerivative · entry 1 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,821 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2018 Filed Oct 15, 2018 21:47 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054993 · doc4.xml · nonDerivative · entry 2 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,421 Read SEC document |
| October 01, 2018 Filed Oct 15, 2018 21:47 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 1,733 | $34.92 | $60,516.36 |
DisclosureSEC source: 0001209191-18-054993 · doc4.xml · nonDerivative · entry 1 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,721 Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 22:18 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055967 · doc4.xml · nonDerivative · entry 2 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,454 F1 · shares: Represents the average of the high and low stock price on 09/30/2017. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 22:18 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 1,567 | $29.88 | $46,821.96 |
DisclosureSEC source: 0001209191-17-055967 · doc4.xml · nonDerivative · entry 1 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,854 F1 · price: Represents the average of the high and low stock price on 09/30/2017. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144544 · doc4.xml · nonDerivative · entry 2 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,492 F2 · shares: Represents a grant of restricted stock that vests 100% on the third anniversary from the date of grant, subject to the Reporting Person's continued employment with the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 1,267 | $39.71 | $50,312.57 |
DisclosureSEC source: 0001209191-16-144544 · doc4.xml · nonDerivative · entry 1 MADISON DON R · CIK 0001219197 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,292 F1 · price: Represents the average of the high and low stock price on 09/30/2016. F2 · balance_after: Represents a grant of restricted stock that vests 100% on the third anniversary from the date of grant, subject to the Reporting Person's continued employment with the Company. 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.