Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVCO INDUSTRIES, INC.CVCO · Entity 4020 | Director | September 22, 2018 | September 27, 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.
CAVCO INDUSTRIES, INC.
Report date September 22, 2018 · Filed September 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Employee Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $247.85 · Expires 2025-09-22 | Direct | 4,000 |
Reported balance
After 2018-09-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-09-22 · Grant · Acquired 4,000 · Balance 4,000 F1: Shares vest 25% on the first anniversary of the grant; 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares vest 25% on the first anniversary of the grant; 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant.
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 |
|---|---|---|---|---|---|---|
| September 22, 2018 Filed Sep 27, 2018 01:43 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $247.85 | $0.00 |
DisclosureSEC source: 0000278166-18-000056 · wf-form4_153801260779060.xml · derivative · entry 1 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2025-09-22 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant; 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 23:44 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Employee Director Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $34.45 | $0.00 |
DisclosureSEC source: 0000278166-18-000048 · wf-form4_153515424484248.xml · derivative · entry 3 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2018-09-22 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: This option vested 50% on each of the following dates: September 22, 2011 and September 22, 2012. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 23:44 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 430 | $239.85 | $103,135.50 |
DisclosureSEC source: 0000278166-18-000048 · wf-form4_153515424484248.xml · nonDerivative · entry 2 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,851 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Hanna received 2,570 shares of common stock on a net exercise of option to purchase 3,000 shares of common stock. Mr. Hanna forfeited 430 shares of common stock underlying the option in payment of the exercise price and tax withholding requirements, using the closing stock price on August 22, 2018 of $239.85. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 23:44 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 3,000 | $34.45 | $103,350.00 |
DisclosureSEC source: 0000278166-18-000048 · wf-form4_153515424484248.xml · nonDerivative · entry 1 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,281 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 |
| December 07, 2017 Filed Dec 8, 2017 15:58 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 2,464 | $147.96 | $364,582.06 |
DisclosureSEC source: 0000278166-17-000062 · wf-form4_151274869198490.xml · nonDerivative · entry 1 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281 F1 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| September 22, 2017 Filed Sep 23, 2017 00:01 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $139.55 | $0.00 |
DisclosureSEC source: 0000278166-17-000048 · wf-form4_150612489882042.xml · derivative · entry 1 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2024-09-22 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant; 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 23:11 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Employee Director Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $32.35 | $0.00 |
DisclosureSEC source: 0000278166-17-000044 · wf-form4_150543070265677.xml · derivative · entry 3 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2017-09-22 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 fully vested on September 22, 2011. Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 23:11 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 719 | $134.95 | $97,029.05 |
DisclosureSEC source: 0000278166-17-000044 · wf-form4_150543070265677.xml · nonDerivative · entry 2 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,745 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Hanna received 2,281 shares of common stock on a net exercise of option to purchase 3,000 shares of common stock. Mr. Hanna forfeited 719 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on September 13, 2017 of $134.95 Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 23:11 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 3,000 | $32.35 | $97,050.00 |
DisclosureSEC source: 0000278166-17-000044 · wf-form4_150543070265677.xml · nonDerivative · entry 1 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,464 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 |
| September 22, 2016 Filed Sep 22, 2016 22:34 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $95.95 | $0.00 |
DisclosureSEC source: 0000278166-16-000130 · wf-form4_147458366833356.xml · derivative · entry 1 HANNA JACK · CIK 0001264855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2023-09-22 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant; 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. 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.