Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTEST CORPINTT · Entity 6590 | Member of 10% Group | June 22, 2017 | June 26, 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.
INTEST CORP
Report date June 22, 2017 · Filed June 26, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-22 · Sale · Disposed 16,900 · Balance 0 F1: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. With the completion of the disposition reported in this Form 4, the trading plan has been terminated because the reporting person no longer beneficially owns any shares of the issuer in her individual capacity. |
| Common StockSEC Table I · non-derivative | IndirectBy self as Trustee of the Connie Holt GST Exempt Residuary Trust | 150,427 |
Reported balance
Holding disclosure · report date 2017-06-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 150,427 F2: The reporting person disclaims beneficial ownership of the securities in each of these accounts except to the extent of her pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectBy self as Trustee of the Holt Charitable Remainder Unitrust | 115,000 |
Reported balance
Holding disclosure · report date 2017-06-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 115,000 F2: The reporting person disclaims beneficial ownership of the securities in each of these accounts except to the extent of her pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectBy self as Trustee of the Alyn R. Holt Trust fbo Kristen Holt Thompson | 260,000 |
Reported balance
Holding disclosure · report date 2017-06-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 260,000 F2: The reporting person disclaims beneficial ownership of the securities in each of these accounts except to the extent of her pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. With the completion of the disposition reported in this Form 4, the trading plan has been terminated because the reporting person no longer beneficially owns any shares of the issuer in her individual capacity.
F2: The reporting person disclaims beneficial ownership of the securities in each of these accounts except to the extent of her pecuniary interest.
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 |
|---|---|---|---|---|---|---|
| June 22, 2017 Filed Jun 26, 2017 20:41 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 16,900 | $7.16 | $121,049.63 |
DisclosureSEC source: 0001140361-17-026098 · doc1.xml · nonDerivative · entry 1 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. With the completion of the disposition reported in this Form 4, the trading plan has been terminated because the reporting person no longer beneficially owns any shares of the issuer in her individual capacity. Read SEC document |
| June 21, 2017 Filed Jun 21, 2017 21:11 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 30,169 | $7.21 | $217,518.49 |
DisclosureSEC source: 0001140361-17-025705 · doc1.xml · nonDerivative · entry 3 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,900 F1 · ownership.direct: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 21:11 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 21,600 | $6.86 | $148,085.28 |
DisclosureSEC source: 0001140361-17-025705 · doc1.xml · nonDerivative · entry 2 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,069 F1 · ownership.direct: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:11 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 13,500 | $7.19 | $97,105.50 |
DisclosureSEC source: 0001140361-17-025705 · doc1.xml · nonDerivative · entry 1 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,669 F1 · ownership.direct: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 21:14 UTC | INTEST CORP INIT · Entity 6590 | SaleCommon Stock | 17,000 | $7.15 | $121,628.20 |
DisclosureSEC source: 0001140361-17-025505 · doc1.xml · nonDerivative · entry 2 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,169 F1 · ownership.direct: 1. The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:14 UTC | INTEST CORP INIT · Entity 6590 | SaleCommon Stock | 15,000 | $7.52 | $112,786.50 |
DisclosureSEC source: 0001140361-17-025505 · doc1.xml · nonDerivative · entry 1 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,169 F1 · ownership.direct: 1. The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:10 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 10,000 | $7.86 | $78,622.00 |
DisclosureSEC source: 0001140361-17-025146 · doc1.xml · nonDerivative · entry 2 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,169 F1 · ownership.direct: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:10 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 15,000 | $8.20 | $122,995.50 |
DisclosureSEC source: 0001140361-17-025146 · doc1.xml · nonDerivative · entry 1 Thompson Kristen Holt · CIK 0001491218 · Member of 10% Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,169 F1 · ownership.direct: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 11:46 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 39,429 | $6.24 | $246,017.25 |
DisclosureSEC source: 0001036262-17-000005 · primary_doc.xml · nonDerivative · entry 2 HOLT ALYN R · CIK 0001043054 · Director · Executive Chairman · 10% owner · Member 10% 13d Group Thompson Kristen Holt · CIK 0001491218 · Member 10% 13d Group Holt Connie E. · CIK 0001491217 · Member 10% 13d Group Holt Charitable Remainder Unitrust · CIK 0001491099 · Member 10% 13d Group Alyn R. Holt Trust fbo Kristen Holt Thompson · CIK 0001491312 · Member 10% 13d Group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 139,169 F1 · ownership.direct: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. F2 · ownership.direct: This report shall not be deemed to be an admission that any reporting person is the beneficial owner of any shares reported herein, except to the extent of the reporting person's pecuniary interest therein. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 11:46 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 50,000 | $6.50 | $324,960.00 |
DisclosureSEC source: 0001036262-17-000005 · primary_doc.xml · nonDerivative · entry 1 HOLT ALYN R · CIK 0001043054 · Director · Executive Chairman · 10% owner · Member 10% 13d Group Thompson Kristen Holt · CIK 0001491218 · Member 10% 13d Group Holt Connie E. · CIK 0001491217 · Member 10% 13d Group Holt Charitable Remainder Unitrust · CIK 0001491099 · Member 10% 13d Group Alyn R. Holt Trust fbo Kristen Holt Thompson · CIK 0001491312 · Member 10% 13d Group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 848,804 F1 · ownership.direct: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 14:20 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 10,000 | $6.10 | $61,000.00 |
DisclosureSEC source: 0001036262-17-000001 · primary_doc.xml · nonDerivative · entry 2 HOLT ALYN R · CIK 0001043054 · Director · Executive Chairman · 10% owner · Member 10% 13d Group Holt Connie E. · CIK 0001491217 · Member 10% 13d Group Thompson Kristen Holt · CIK 0001491218 · Member 10% 13d Group Alyn R. Holt Trust fbo Kristen Holt Thompson · CIK 0001491312 · Member 10% 13d Group Holt Charitable Remainder Unitrust · CIK 0001491099 · Member 10% 13d Group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898,804 F1 · ownership.direct: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 14:20 UTC | INTEST CORP INTT · Entity 6590 | SaleCommon Stock | 90,000 | $6.27 | $564,039.00 |
DisclosureSEC source: 0001036262-17-000001 · primary_doc.xml · nonDerivative · entry 1 HOLT ALYN R · CIK 0001043054 · Director · Executive Chairman · 10% owner · Member 10% 13d Group Holt Connie E. · CIK 0001491217 · Member 10% 13d Group Thompson Kristen Holt · CIK 0001491218 · Member 10% 13d Group Alyn R. Holt Trust fbo Kristen Holt Thompson · CIK 0001491312 · Member 10% 13d Group Holt Charitable Remainder Unitrust · CIK 0001491099 · Member 10% 13d Group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908,804 F1 · ownership.direct: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by this reporting person on August 30, 2016. 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.