Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTEST CORPINTT · Entity 6590 | Member 10% 13d Group | March 13, 2017 | March 15, 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 March 13, 2017 · Filed March 15, 2017
Jointly reported with HOLT ALYN R, Thompson Kristen Holt, Holt Charitable Remainder Unitrust, Alyn R. Holt Trust fbo Kristen Holt Thompson
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 848,804 |
Reported balance
After 2017-03-13 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-13 · Sale · Disposed 50,000 · Balance 848,804 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 139,169 |
Reported balance
After 2017-03-13 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2017-03-13 · Sale · Disposed 39,429 · Balance 139,169 F1: 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: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust under Will of decesaed spouse | 150,427 |
Reported balance
Holding disclosure · report date 2017-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 150,427 F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 2003 Trust | 260,000 |
Reported balance
Holding disclosure · report date 2017-03-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 260,000 F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 2000 Trust | 115,000 |
Reported balance
Holding disclosure · report date 2017-03-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 115,000 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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, 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.