Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIENT INCAMOT · Entity 4689 | Director | May 03, 2018 | May 04, 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.
ALLIENT INC
Report date May 03, 2018 · Filed May 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,980 |
Reported balance
After 2018-05-03 transaction · row 1
1 source rowRow 1 · 2018-05-03 · Grant · Acquired 1,251 · Balance 2,980 F1: Grant of restricted shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan. These restricted shares vest one-fourth each on May 3, 2018, August 1, 2018, October 31, 2018 and March 13, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan. These restricted shares vest one-fourth each on May 3, 2018, August 1, 2018, October 31, 2018 and March 13, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COLUMBUS MCKINNON CORP
Report date August 09, 2017 · Filed August 29, 2017 · Amendment
Section 16 reporting ended · disclosed 2017-08-29. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 268,623 |
Reported balance
After 2017-08-09 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2017-08-09 · Sale · Disposed 24,913 · Balance 268,623 |
| Common StockSEC Table I · non-derivative | Direct | 262,423 |
Reported balance
After 2017-08-17 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2017-08-17 · Gift · Disposed 6,200 · Balance 262,423 F1: Form 4 filed 8/29/2017 is being amended to report a transaction that occurred on 8/9/2017 that was not previously reported. It is also being filed to report the gift that occurred on 8/17/2017. |
| Common StockSEC Table I · non-derivative | Direct | 293,536 |
Reported balance
Holding disclosure · report date 2017-08-09 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 293,536 |
Filing footnotes · ownership attribution and instrument terms
F1: Form 4 filed 8/29/2017 is being amended to report a transaction that occurred on 8/9/2017 that was not previously reported. It is also being filed to report the gift that occurred on 8/17/2017.
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 |
|---|---|---|---|---|---|---|
| May 03, 2018 Filed May 4, 2018 22:02 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-18-000031 · edgar.xml · nonDerivative · entry 1 TEVENS TIMOTHY T · CIK 0001214453 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,980 F1 · price: Grant of restricted shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan. These restricted shares vest one-fourth each on May 3, 2018, August 1, 2018, October 31, 2018 and March 13, 2019. Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 13:56 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative | 43,845 | $0.00 Strike: $13.43 | $0.00 |
DisclosureSEC source: 0001005229-17-000318 · wf-form4_150401495879578.xml · derivative · entry 4 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,845 shares Expires 2022-02-28 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 |
| August 25, 2017 Filed Aug 29, 2017 13:56 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 43,845 | $31.84 | $1,396,024.80 |
DisclosureSEC source: 0001005229-17-000318 · wf-form4_150401495879578.xml · nonDerivative · entry 3 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,536 Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 13:56 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 43,845 | $13.43 | $588,838.35 |
DisclosureSEC source: 0001005229-17-000318 · wf-form4_150401495879578.xml · nonDerivative · entry 2 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,381 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 |
| August 17, 2017 Filed Aug 29, 2017 23:47 UTC Amendment | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GiftCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000322 · wf-form4a_150405045585864.xml · nonDerivative · entry 3 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,423 F1 · balance_after: Form 4 filed 8/29/2017 is being amended to report a transaction that occurred on 8/9/2017 that was not previously reported. It is also being filed to report the gift that occurred on 8/17/2017. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 15:35 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative | 9,723 | $0.00 Strike: $13.43 | $0.00 |
DisclosureSEC source: 0001005229-17-000283 · wf-form4_150298413030713.xml · derivative · entry 4 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,845 Underlying: Common Stock · 9,723 shares Expires 2022-02-28 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 · balance_after: All exercisable, subject to IRS limitations. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 15:35 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 9,723 | $32.01 | $311,233.23 |
DisclosureSEC source: 0001005229-17-000283 · wf-form4_150298413030713.xml · nonDerivative · entry 3 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,536 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 15:35 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 9,723 | $13.43 | $130,579.89 |
DisclosureSEC source: 0001005229-17-000283 · wf-form4_150298413030713.xml · nonDerivative · entry 2 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,259 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 |
| August 09, 2017 Filed Aug 29, 2017 23:47 UTC Amendment | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 24,913 | $31.76 | $791,236.88 |
DisclosureSEC source: 0001005229-17-000322 · wf-form4a_150405045585864.xml · nonDerivative · entry 2 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,623 Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 15:49 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative | 45,172 | $0.00 Strike: $13.27 | $0.00 |
DisclosureSEC source: 0001005229-17-000280 · wf-form4_150238017308557.xml · derivative · entry 4 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,172 shares Expires 2019-05-17 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 |
| August 08, 2017 Filed Aug 10, 2017 15:49 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 45,172 | $32.76 | $1,479,834.72 |
DisclosureSEC source: 0001005229-17-000280 · wf-form4_150238017308557.xml · nonDerivative · entry 3 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,536 Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 15:49 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 45,172 | $13.27 | $599,432.44 |
DisclosureSEC source: 0001005229-17-000280 · wf-form4_150238017308557.xml · nonDerivative · entry 2 TEVENS TIMOTHY T · CIK 0001214453 · Former Director and Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,708 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 |
| August 04, 2017 Filed Aug 8, 2017 16:14 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 8,770 | $0.00 Strike: $28.45 | $0.00 |
DisclosureSEC source: 0001005229-17-000276 · wf-form4_150220886416489.xml · derivative · entry 4 TEVENS TIMOTHY T · CIK 0001214453 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,770 shares Expires 2018-05-18 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 |
| August 04, 2017 Filed Aug 8, 2017 16:14 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 8,770 | $32.15 | $281,955.50 |
DisclosureSEC source: 0001005229-17-000276 · wf-form4_150220886416489.xml · nonDerivative · entry 3 TEVENS TIMOTHY T · CIK 0001214453 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,536 Read SEC document |
| August 04, 2017 Filed Aug 8, 2017 16:14 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 8,770 | $28.45 | $249,506.50 |
DisclosureSEC source: 0001005229-17-000276 · wf-form4_150220886416489.xml · nonDerivative · entry 2 TEVENS TIMOTHY T · CIK 0001214453 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,306 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 |
| June 01, 2017 Filed Jun 2, 2017 18:26 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 1,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-17-000062 · edgar.xml · nonDerivative · entry 1 TEVENS TIMOTHY T · CIK 0001214453 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 F1 · price: Grant of restricted shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 30, 2018, 2019 and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:08 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Tax withholdingCommon Stock | 22,317.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000056 · wf-form4_148848891310882.xml · nonDerivative · entry 2 TEVENS TIMOTHY T · CIK 0001214453 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,536 F2 · shares: 54,022.96 restricted stock units became fully vested on reporting persons retirement on February 28, 2017, of which 22,311.00 shares were withheld to satisfy tax withholding obligations and 6.96 shares were issued in cash of $180.20. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:31 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantCommon Stock | 78.835 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000048 · wf-form4_148780265923628.xml · nonDerivative · entry 1 TEVENS TIMOTHY T · CIK 0001214453 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,853.9546 F1 · shares: Represents additional restricted stock units attributable to dividend reinvestment. F2 · balance_after: Includes 54,022.9546 shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 5,417.2580 shares become fully vested and non-forfeitable on 5/20/2017; 7,847.5790 shares become fully vested and non-forfeitable 50% per year for two years beginning 5/19/2017; 12,919.1746 shares become fully vested and non-forfeitable 33.33% per year for three years beginning 5/18/2017; and the remaining 27,838.9430 shares become fully vested and non-forfeitable 25% per year for four years beginning 5/23/2017, if reporting person remains an employee of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:41 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantCommon Stock | 88.9109 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000507 · wf-form4_147985088226545.xml · nonDerivative · entry 1 TEVENS TIMOTHY T · CIK 0001214453 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,775.1196 F1 · shares: Represents additional restricted stock units attributable to dividend reinvestment. F2 · balance_after: Includes 53,944.1196 shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 5,409.4381 shares become fully vested and non-forfeitable on 5/20/2017; 7,836.2346 shares become fully vested and non-forfeitable 50% per year for two years beginning 5/19/2017; 12,900.3853 shares become fully vested and non-forfeitable 33.33% per year for three years beginning 5/18/2017; and the remaining 27,798.0616 shares become fully vested and non-forfeitable 25% per year for four years beginning 5/23/2017, if reporting person remains an employee of issuer. 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.