Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSWI · Entity 3917 | President and COO | October 01, 2017 | October 02, 2017 |
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.
CSW INDUSTRIALS, INC.
Report date October 01, 2017 · Filed October 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,304 |
Ending reported balance
After 2017-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-10-01 · Grant · Acquired 5,854 · Balance 24,514 F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Row 2 · 2017-10-01 · Tax withholding · Disposed 1,210 · Balance 23,304 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.
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 |
|---|---|---|---|---|---|---|
| October 01, 2017 Filed Oct 2, 2017 19:08 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 1,210 | $44.35 | $53,663.50 |
DisclosureSEC source: 0001593968-17-001082 · primary_01.xml · nonDerivative · entry 2 MUDD CHRISTOPHER J · CIK 0001630422 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,304 Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 19:08 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 5,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-17-001082 · primary_01.xml · nonDerivative · entry 1 MUDD CHRISTOPHER J · CIK 0001630422 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,514 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| April 05, 2017 Filed Apr 5, 2017 22:15 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-17-000579 · primary_01.xml · derivative · entry 1 MUDD CHRISTOPHER J · CIK 0001630422 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,696 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2017 and ending on March 31, 2020 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2017 and ending on March 31, 2020 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2017 and ending on March 31, 2020 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 19:37 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 592 | $32.39 | $19,174.88 |
DisclosureSEC source: 0001593968-16-001079 · primary_01.xml · nonDerivative · entry 2 MUDD CHRISTOPHER J · CIK 0001630422 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,660 Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 19:37 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 6,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-16-001079 · primary_01.xml · nonDerivative · entry 1 MUDD CHRISTOPHER J · CIK 0001630422 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,252 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. 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.