Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evergreen International Corp.ARBE · Entity 164402 | Director · 10% owner | July 27, 2018 | July 31, 2018 |
| GENCOR INDUSTRIES INCGENC · Entity 6059 | 10% owner | July 09, 2018 | July 11, 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.
Evergreen International Corp.
Report date July 27, 2018 · Filed July 31, 2018
Jointly reported with AIRMONT TRUST, Houtkin Brad
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-27 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2018-07-27 · Sale · Disposed 3,395,000 · Balance 0 |
GENCOR INDUSTRIES INC
Report date July 09, 2018 · Filed July 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.001 par valueSEC Table I · non-derivative | Direct | 1,222,928 |
Reported balance
After 2018-07-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-09 · Sale · Disposed 2,200 · Balance 1,222,928 F1: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust.
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 02, 2016 Filed Dec 12, 2016 21:20 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 25,000 | $15.64 | $390,895.00 |
DisclosureSEC source: 0001078782-16-003932 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758,044 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| December 02, 2016 Filed Dec 15, 2016 00:52 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 25,000 | $15.64 | $390,895.00 |
DisclosureSEC source: 0001078782-16-003955 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729,475 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:13 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.17 | $70,830.00 |
DisclosureSEC source: 0001078782-16-003898 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,179,527 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| December 01, 2016 Filed Dec 12, 2016 21:17 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.17 | $70,830.00 |
DisclosureSEC source: 0001078782-16-003931 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,783,044 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| December 01, 2016 Filed Dec 15, 2016 00:50 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.17 | $70,830.00 |
DisclosureSEC source: 0001078782-16-003954 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,754,475 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 20:14 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 814 | $14.22 | $11,573.45 |
DisclosureSEC source: 0001078782-16-003891 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184,527 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| November 29, 2016 Filed Dec 12, 2016 21:14 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 814 | $14.22 | $11,573.45 |
DisclosureSEC source: 0001078782-16-003930 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788,044 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 29, 2016 Filed Dec 15, 2016 00:48 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 814 | $14.22 | $11,573.45 |
DisclosureSEC source: 0001078782-16-003953 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,759,475 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 17:51 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 3,101 | $14.81 | $45,928.91 |
DisclosureSEC source: 0001078782-16-003866 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185,341 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| November 23, 2016 Filed Dec 15, 2016 00:45 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 3,101 | $14.81 | $45,928.91 |
DisclosureSEC source: 0001078782-16-003952 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760,289 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 19:59 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.97 | $74,840.00 |
DisclosureSEC source: 0001078782-16-003861 · primary_doc.xml · nonDerivative · entry 2 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,188,442 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| November 22, 2016 Filed Dec 12, 2016 21:09 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.97 | $74,840.00 |
DisclosureSEC source: 0001078782-16-003929 · primary_doc.xml · nonDerivative · entry 2 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788,858 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 22, 2016 Filed Dec 15, 2016 00:42 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.97 | $74,840.00 |
DisclosureSEC source: 0001078782-16-003951 · primary_doc.xml · nonDerivative · entry 2 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763,390 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 19:59 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.90 | $74,500.00 |
DisclosureSEC source: 0001078782-16-003861 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193,442 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| November 21, 2016 Filed Dec 12, 2016 21:09 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.90 | $74,500.00 |
DisclosureSEC source: 0001078782-16-003929 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,793,858 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 21, 2016 Filed Dec 15, 2016 00:42 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 5,000 | $14.90 | $74,500.00 |
DisclosureSEC source: 0001078782-16-003951 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,768,390 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 17:20 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 2,190 | $14.76 | $32,322.21 |
DisclosureSEC source: 0001078782-16-003835 · primary_doc.xml · nonDerivative · entry 2 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,198,442 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| November 18, 2016 Filed Dec 12, 2016 21:06 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 2,190 | $14.76 | $32,322.21 |
DisclosureSEC source: 0001078782-16-003928 · primary_doc.xml · nonDerivative · entry 2 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798,858 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 18, 2016 Filed Dec 15, 2016 00:39 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 2,190 | $14.76 | $32,322.21 |
DisclosureSEC source: 0001078782-16-003950 · primary_doc.xml · nonDerivative · entry 2 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773,390 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 17:20 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 200 | $15.10 | $3,020.00 |
DisclosureSEC source: 0001078782-16-003835 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200,632 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through the Airmont Trust. Read SEC document |
| November 17, 2016 Filed Dec 12, 2016 21:06 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 200 | $15.10 | $3,020.00 |
DisclosureSEC source: 0001078782-16-003928 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801,048 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. Read SEC document |
| November 17, 2016 Filed Dec 15, 2016 00:39 UTC Amendment | GENCOR INDUSTRIES INC GENC · Entity 6059 | SaleCommon Stock, $.001 par value | 200 | $15.10 | $3,020.00 |
DisclosureSEC source: 0001078782-16-003950 · primary_doc.xml · nonDerivative · entry 1 Houtkin Sherry · CIK 0001335876 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775,580 F1 · shares: Excludes 9,036 shares indirectly owned by Ms. Houtkin through Airmont Trust. 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.