Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACK HILLS CORP /SD/BKH · Entity 3847 | Director | November 30, 2016 | December 02, 2016 |
| INSTEEL INDUSTRIES INCIIIN · Entity 5373 | Director | November 25, 2016 | November 29, 2016 |
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.
BLACK HILLS CORP /SD/
Report date November 30, 2016 · Filed December 02, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,045.1208 |
Reported balance
After 2016-12-01 transaction · row 1
1 source rowRow 1 · 2016-12-01 · Other · Acquired 3.539 · Balance 9,045.1208 |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectBy Trust | 18,873.0708 |
Reported balance
After 2016-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-30 · Grant · Acquired 340.4255 · Balance 18,873.0708 F1: 1 for 1 conversion ratio F2: Derivative security is exercisable upon retirement under terms of the agreement. F3: Derivative security expires upon retirement under terms of the agreement. |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectBy Trust | 19,008.9414 |
Reported balance
After 2016-12-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-12-01 · Grant · Acquired 135.8706 · Balance 19,008.9414 F1: 1 for 1 conversion ratio F2: Derivative security is exercisable upon retirement under terms of the agreement. F3: Derivative security expires upon retirement under terms of the agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
Holding disclosure · report date 2016-11-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K | 1,000 |
Reported balance
Holding disclosure · report date 2016-11-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1 conversion ratio
F2: Derivative security is exercisable upon retirement under terms of the agreement.
F3: Derivative security expires upon retirement under terms of the agreement.
INSTEEL INDUSTRIES INC
Report date November 25, 2016 · Filed November 29, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,929 |
Ending reported balance
After 2016-11-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-25 · Gift · Disposed 250 · Balance 44,929 Row 2 · 2016-11-28 · Sale · Disposed 2,000 · Balance 42,929 |
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 2,088 |
Reported balance
Holding disclosure · report date 2016-11-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,088 |
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 |
|---|---|---|---|---|---|---|
| December 01, 2016 Filed Dec 2, 2016 16:27 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 135.8706 | $58.34 | $7,926.69 |
DisclosureSEC source: 0001593968-16-001255 · primary_01.xml · derivative · entry 5 PECHOTA GARY L · CIK 0001090092 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 19,008.9414 Underlying: Common Stock · 135.8706 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 16:27 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 3.539 | $58.34 | $206.47 |
DisclosureSEC source: 0001593968-16-001255 · primary_01.xml · nonDerivative · entry 1 PECHOTA GARY L · CIK 0001090092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,045.1208 Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 16:27 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 340.4255 | $58.75 | $20,000.00 |
DisclosureSEC source: 0001593968-16-001255 · primary_01.xml · derivative · entry 4 PECHOTA GARY L · CIK 0001090092 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 18,873.0708 Underlying: Common Stock · 340.4255 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 13:15 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | SaleCommon Stock | 2,000 | $40.78 | $81,562.00 |
DisclosureSEC source: 0001140361-16-088010 · doc1.xml · nonDerivative · entry 2 PECHOTA GARY L · CIK 0001090092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,929 Read SEC document |
| November 25, 2016 Filed Nov 29, 2016 13:15 UTC | INSTEEL INDUSTRIES INC IIIN · Entity 5373 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-088010 · doc1.xml · nonDerivative · entry 1 PECHOTA GARY L · CIK 0001090092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,929 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.