Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENCOR INDUSTRIES INCGENC · Entity 6059 | Director | September 15, 2017 | September 18, 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.
GENCOR INDUSTRIES INC
Report date September 15, 2017 · Filed September 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 4,000 |
Reported balance
After 2017-09-15 transaction · row 1
1 source rowRow 1 · 2017-09-15 · Sale · Disposed 1,500 · Balance 4,000 |
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 |
|---|---|---|---|---|---|---|
| September 15, 2017 Filed Sep 18, 2017 17:36 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 1,500 | $16.00 | $24,000.00 |
DisclosureSEC source: 0001377222-17-000003 · primary_doc.xml · nonDerivative · entry 1 Air David · CIK 0001377222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| August 18, 2017 Filed Aug 21, 2017 15:49 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Option (right to buy) · Derivative | 5,500 | $5.13 Strike: $5.13 | $28,193.00 |
DisclosureSEC source: 0001377222-17-000002 · primary_doc.xml · derivative · entry 2 Air David · CIK 0001377222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,500 shares Expires 2021-10-01 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 options exercised were granted on Oct 1, 2011 and vested in equal annual installments; Oct 1, 2012, Oct 1, 2013, Oct 1, 2014 and Oct 1, 2015 Read SEC document |
| August 18, 2017 Filed Aug 21, 2017 15:49 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversioncommon stock | 5,500 | $5.13 | $28,193.00 |
DisclosureSEC source: 0001377222-17-000002 · primary_doc.xml · nonDerivative · entry 1 Air David · CIK 0001377222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 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 21:02 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Salecommon stock | 2,000 | $16.10 | $32,200.00 |
DisclosureSEC source: 0001377222-17-000001 · primary_doc.xml · nonDerivative · entry 1 Air David · CIK 0001377222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 21:02 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $5.13 Strike: $5.13 | $10,252.00 |
DisclosureSEC source: 0001377222-17-000001 · primary_doc.xml · derivative · entry 2 Air David · CIK 0001377222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2021-10-01 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.expiration_date: An additional 5,500 stock options are fully vested and expire on 10/1/2021 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.