Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Willdan Group, Inc.WLDN · Entity 4758 | President of National Programs | March 13, 2018 | March 15, 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.
Willdan Group, Inc.
Report date March 13, 2018 · Filed March 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,500 |
Reported balance
After 2018-03-13 transaction · row 1
1 source rowRow 1 · 2018-03-13 · Sale · Disposed 2,500 · Balance 42,500 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.40 - $26.50, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.40 - $26.50, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
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 |
|---|---|---|---|---|---|---|
| March 13, 2018 Filed Mar 15, 2018 14:44 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 2,500 | $26.47 | $66,175.00 |
DisclosureSEC source: 0001179110-18-004366 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.40 - $26.50, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 20:38 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,667 | $0.00 Strike: $3.89 | $0.00 |
DisclosureSEC source: 0001179110-18-000552 · edgar.xml · derivative · entry 2 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,667 shares Expires 2023-11-07 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: The option became exercisable in three substantially equal installments on each of November 7, 2014, November 7, 2015 and November 7, 2016. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 20:38 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 6,667 | $3.89 | $25,934.63 |
DisclosureSEC source: 0001179110-18-000552 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 |
| December 14, 2017 Filed Dec 14, 2017 20:07 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 3,000 | $25.24 | $75,720.00 |
DisclosureSEC source: 0001179110-17-015395 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.13 - $25.32, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 16:44 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 682 | $24.50 | $16,709.00 |
DisclosureSEC source: 0001179110-17-015248 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,333 Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 14:07 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,318 | $24.90 | $32,818.20 |
DisclosureSEC source: 0001179110-17-015117 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,015 Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 13:32 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 5,000 | $35.78 | $178,900.00 |
DisclosureSEC source: 0001179110-17-011258 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.75 - $35.81, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 09, 2017 Filed May 11, 2017 15:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 4,714 | $31.05 | $146,369.70 |
DisclosureSEC source: 0001179110-17-007066 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,333 Read SEC document |
| May 02, 2017 Filed May 3, 2017 18:44 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $9.38 | $0.00 |
DisclosureSEC source: 0001179110-17-006504 · edgar.xml · derivative · entry 2 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2017-05-22 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. F1 · derivative.exercise_date: The option became exercisable in three substantially equal installments on each of May 22, 2008, May 22, 2009 and May 22, 2010. Read SEC document |
| May 02, 2017 Filed May 3, 2017 18:44 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 25,000 | $9.38 | $234,500.00 |
DisclosureSEC source: 0001179110-17-006504 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,047 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 15, 2017 Filed Mar 16, 2017 21:40 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 2,786 | $33.90 | $94,445.40 |
DisclosureSEC source: 0001179110-17-004765 · edgar.xml · nonDerivative · entry 3 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,047 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.85 to $34.10, inclusive. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:40 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 500 | $35.00 | $17,500.00 |
DisclosureSEC source: 0001179110-17-004765 · edgar.xml · nonDerivative · entry 2 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,833 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:40 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 5,000 | $33.71 | $168,550.00 |
DisclosureSEC source: 0001179110-17-004765 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.60 to $33.87, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| November 30, 2016 Filed Nov 30, 2016 20:33 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,000 | $24.32 | $24,320.00 |
DisclosureSEC source: 0001179110-16-032254 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.30-$24.35, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 18:57 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,000 | $24.81 | $24,810.00 |
DisclosureSEC source: 0001179110-16-032155 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.80-$24.82, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 15:31 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 3,470 | $19.30 | $66,971.00 |
DisclosureSEC source: 0001179110-16-031769 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.25-$19.36, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 11:54 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,421 | $19.61 | $27,865.81 |
DisclosureSEC source: 0001179110-16-031579 · edgar.xml · nonDerivative · entry 2 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,803 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.60-$19.63, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 11:54 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 541 | $19.25 | $10,414.25 |
DisclosureSEC source: 0001179110-16-031579 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,224 Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 21:04 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 13,066 | $18.91 | $247,078.06 |
DisclosureSEC source: 0001179110-16-031425 · edgar.xml · nonDerivative · entry 2 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,765 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.61-$19.12, inclusive. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 21:04 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 2,500 | $18.62 | $46,550.00 |
DisclosureSEC source: 0001179110-16-031425 · edgar.xml · nonDerivative · entry 1 Tipermas Marc · CIK 0001465974 · President of National Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,831 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.60-$18.67, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) and (2) to this Form 4. 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.