Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVCO INDUSTRIES, INC.CVCO · Entity 4020 | Director · Chairman, CEO & President | August 21, 2018 | August 23, 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 August 21, 2018 · Filed August 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 517,401 |
Ending reported balance
After 2018-08-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-08-21 · Sale · Disposed 6,402 · Balance 522,739 F1: The Price in Column 4 is a weighted average price. Row 2 · 2018-08-22 · Sale · Disposed 5,338 · Balance 517,401 F1: The Price in Column 4 is a weighted average price. |
Filing footnotes · ownership attribution and instrument terms
F1: The Price in Column 4 is a weighted average price.
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 22, 2018 Filed Aug 23, 2018 22:50 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 5,338 | $240.49 | $1,283,708.93 |
DisclosureSEC source: 0000278166-18-000044 · wf-form4_153506462781601.xml · nonDerivative · entry 2 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,401 F1 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 22:50 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 6,402 | $240.41 | $1,539,113.14 |
DisclosureSEC source: 0000278166-18-000044 · wf-form4_153506462781601.xml · nonDerivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,739 F1 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 00:08 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $217.15 | $0.00 |
DisclosureSEC source: 0000278166-18-000031 · wf-form4_153126771871293.xml · derivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2025-07-10 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant date and 25% on each anniversary thereafter until fully vested. Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 21:32 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $45.00 | $0.00 |
DisclosureSEC source: 0000278166-18-000027 · wf-form4_152892554116687.xml · derivative · entry 3 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,500 shares Expires 2018-06-30 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: Shares vested 25% on the first anniversary of the grant date and 25% on each anniversary thereafter until fully vested. Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 21:32 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 12,996 | $219.40 | $2,851,322.40 |
DisclosureSEC source: 0000278166-18-000027 · wf-form4_152892554116687.xml · nonDerivative · entry 2 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,141 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Stegmayer received 9,504 shares of common stock on a net exercise of option to purchase 22,500 shares of common stock. Mr. Stegmayer forfeited 12,996 shares of common stock underlying the option in payment of the exercise price and tax withholding requirements, using the closing stock price on June 12, 2018 of $219.40. Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 21:32 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 22,500 | $45.00 | $1,012,500.00 |
DisclosureSEC source: 0000278166-18-000027 · wf-form4_152892554116687.xml · nonDerivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,137 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 |
| March 01, 2018 Filed Mar 1, 2018 23:29 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 888 | $163.00 | $144,744.00 |
DisclosureSEC source: 0000278166-18-000008 · wf-form4_151994693554681.xml · nonDerivative · entry 2 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,637 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 23:29 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 6,112 | $173.83 | $1,062,470.35 |
DisclosureSEC source: 0000278166-18-000008 · wf-form4_151994693554681.xml · nonDerivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,525 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $172.00 to $175.40. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 23:24 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $129.55 | $0.00 |
DisclosureSEC source: 0000278166-17-000038 · wf-form4_150042026441309.xml · derivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2024-07-18 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant date and 25% on each anniversary thereafter until fully vested. Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:50 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 46,500 | $0.00 Strike: $36.02 | $0.00 |
DisclosureSEC source: 0000278166-17-000014 · wf-form4_149523060339811.xml · derivative · entry 3 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,500 Underlying: Common Stock · 46,500 shares Expires 2017-05-21 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 25% on each of the following dates: May 21, 2011; May 21, 2012; May 21, 2013; and May 21, 2014. Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:50 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 28,552 | $116.85 | $3,336,301.20 |
DisclosureSEC source: 0000278166-17-000014 · wf-form4_149523060339811.xml · nonDerivative · entry 2 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,637 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Stegmayer received 17,948 shares of common stock on a net exercise of option to purchase 46,500 shares of common stock. Mr. Stegmayer forfeited 28,552 shares of common stock underlying the option in payment of the exercise price and tax withholding requirements, using the closing stock price on May 16, 2017 of $116.85 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:50 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 46,500 | $36.02 | $1,674,930.00 |
DisclosureSEC source: 0000278166-17-000014 · wf-form4_149523060339811.xml · nonDerivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,189 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 |
| April 04, 2017 Filed Apr 4, 2017 19:07 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 1,954 | $116.02 | $226,704.06 |
DisclosureSEC source: 0000278166-17-000008 · wf-form4_149133285196196.xml · nonDerivative · entry 3 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,689 F1 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 19:07 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 17,400 | $116.01 | $2,018,617.50 |
DisclosureSEC source: 0000278166-17-000008 · wf-form4_149133285196196.xml · nonDerivative · entry 2 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,643 F1 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:07 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 5,646 | $117.07 | $660,978.35 |
DisclosureSEC source: 0000278166-17-000008 · wf-form4_149133285196196.xml · nonDerivative · entry 1 STEGMAYER JOSEPH H · CIK 0001245168 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,043 F1 · price: The Price in Column 4 is a weighted average price. 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.