Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Director | February 22, 2017 | March 01, 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.
POWELL INDUSTRIES INC
Report date February 22, 2017 · Filed March 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,500 |
Reported balance
After 2017-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-22 · Grant · Acquired 1,000 · Balance 12,500 F1: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. F2: Includes 1,000 shares of restricted stock that have time-based vesting provisions. |
| Common StockSEC Table I · non-derivative | Direct | 13,500 |
Reported balance
After 2017-02-22 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-02-22 · Grant · Acquired 1,000 · Balance 13,500 F3: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests 100% on the earlier of the first anniversary from the date of the grant or the 2018 Annual Stockholder Meeting. F4: Includes 2,000 shares of restricted stock that have time-based vesting provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan.
F2: Includes 1,000 shares of restricted stock that have time-based vesting provisions.
F3: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests 100% on the earlier of the first anniversary from the date of the grant or the 2018 Annual Stockholder Meeting.
F4: Includes 2,000 shares of restricted stock that have time-based vesting provisions.
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 |
|---|---|---|---|---|---|---|
| February 22, 2017 Filed Mar 1, 2017 19:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-17-015728 · doc4.xml · nonDerivative · entry 2 ROZZELL SCOTT E · CIK 0001236677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 F3 · shares: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests 100% on the earlier of the first anniversary from the date of the grant or the 2018 Annual Stockholder Meeting. F4 · balance_after: Includes 2,000 shares of restricted stock that have time-based vesting provisions. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 19:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-17-015728 · doc4.xml · nonDerivative · entry 1 ROZZELL SCOTT E · CIK 0001236677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. F2 · balance_after: Includes 1,000 shares of restricted stock that have time-based vesting provisions. 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.