Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENCOR INDUSTRIES INCGENC · Entity 6059 | Director | August 31, 2018 | August 31, 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.
GENCOR INDUSTRIES INC
Report date August 31, 2018 · Filed August 31, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | IndirectRandolph H. Fields Family Trust | 15,000 |
Reported balance
After 2018-08-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-08-31 · Exercise / conversion · Acquired 7,500 · Balance 15,000 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.13 · Expires 2021-10-01 | Direct | 0 |
Reported balance
After 2018-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-08-31 · Exercise / conversion · Disposed 7,500 · Balance 0 F1: 7,500 stock options granted on July 1, 2011 are fully vested and expire on October 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: 7,500 stock options granted on July 1, 2011 are fully vested and expire on October 1, 2021.
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 |
|---|---|---|---|---|---|---|
| August 31, 2018 Filed Aug 31, 2018 19:27 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $5.13 Strike: $5.13 | $38,445.00 |
DisclosureSEC source: 0001249991-18-000001 · primary_doc.xml · derivative · entry 2 Fields Randolph · CIK 0001249991 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2021-10-01 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. F1 · derivative.exercise_date: 7,500 stock options granted on July 1, 2011 are fully vested and expire on October 1, 2021. Read SEC document |
| August 31, 2018 Filed Aug 31, 2018 19:27 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversioncommon stock | 7,500 | $5.13 | $38,445.00 |
DisclosureSEC source: 0001249991-18-000001 · primary_doc.xml · nonDerivative · entry 1 Fields Randolph · CIK 0001249991 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Randolph H. Fields Family Trust Disclosed balance after: 15,000 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.