Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STANDEX INTERNATIONAL CORP/DE/SXI · Entity 1314 | Director | October 27, 2016 | October 31, 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.
STANDEX INTERNATIONAL CORP/DE/
Report date October 27, 2016 · Filed October 31, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,862 |
Ending reported balance
After 2016-10-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-10-27 · Exercise / conversion · Acquired 720 · Balance 3,192 F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Row 2 · 2016-10-27 · Exercise / conversion · Acquired 860 · Balance 4,052 F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Row 3 · 2016-10-27 · Exercise / conversion · Acquired 810 · Balance 4,862 F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $55.76 · Expires 2017-09-09 | Direct | 0 |
Reported balance
After 2016-10-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-10-27 · Exercise / conversion · Disposed 720 · Balance 0 F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $58.35 · Expires 2018-09-09 | Direct | 0 |
Reported balance
After 2016-10-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-10-27 · Exercise / conversion · Disposed 860 · Balance 0 F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $61.97 · Expires 2019-09-06 | Direct | 0 |
Reported balance
After 2016-10-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-10-27 · Exercise / conversion · Disposed 810 · Balance 0 F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors.
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 |
|---|---|---|---|---|---|---|
| October 27, 2016 Filed Oct 31, 2016 15:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionPhantom Stock Units · Derivative | 810 | $0.00 Strike: $61.97 | $0.00 |
DisclosureSEC source: 0001127602-16-065504 · form4.xml · derivative · entry 6 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 810 shares Expires 2019-09-06 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 · kind: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 15:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionPhantom Stock Units · Derivative | 860 | $0.00 Strike: $58.35 | $0.00 |
DisclosureSEC source: 0001127602-16-065504 · form4.xml · derivative · entry 5 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 860 shares Expires 2018-09-09 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 · kind: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 15:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionPhantom Stock Units · Derivative | 720 | $0.00 Strike: $55.76 | $0.00 |
DisclosureSEC source: 0001127602-16-065504 · form4.xml · derivative · entry 4 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 720 shares Expires 2017-09-09 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 · kind: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 15:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionCommon Stock | 810 | $61.97 | $50,197.73 |
DisclosureSEC source: 0001127602-16-065504 · form4.xml · nonDerivative · entry 3 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,862 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 · kind: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 15:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionCommon Stock | 860 | $58.35 | $50,181.00 |
DisclosureSEC source: 0001127602-16-065504 · form4.xml · nonDerivative · entry 2 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,052 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 · kind: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 15:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionCommon Stock | 720 | $55.76 | $40,143.60 |
DisclosureSEC source: 0001127602-16-065504 · form4.xml · nonDerivative · entry 1 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 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 · kind: Vesting was accelerated under the terms of the Company's Long Term Incentive Plan in connection with his retirement on October 27, 2016 after many years of service to the Board of Directors. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 19:02 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GiftCommon Stock | 3,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062909 · form4.xml · nonDerivative · entry 2 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472 Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 19:02 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 6,847 | $87.21 | $597,126.87 |
DisclosureSEC source: 0001127602-16-062909 · form4.xml · nonDerivative · entry 1 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,652 Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 20:43 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 5,000 | $85.97 | $429,850.00 |
DisclosureSEC source: 0001127602-16-062109 · form4.xml · nonDerivative · entry 1 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,484 Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionPhantom Stock Units · Derivative | 1,015 | $0.00 Strike: $39.56 | $0.00 |
DisclosureSEC source: 0001127602-16-062245 · form4.xml · derivative · entry 3 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,015 shares Expires 2016-09-06 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 · kind: Vesting of Phantom Stock pursuant to Company's Long Term Incentive Plan. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantPhantom Stock Units · Derivative | 810 | $61.97 Strike: $61.97 | $50,195.70 |
DisclosureSEC source: 0001127602-16-062245 · form4.xml · derivative · entry 2 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 Underlying: Common Stock · 810 shares Expires 2019-09-06 F2 · kind: Contingent purchase of Phantom Stock of the Company pursuant to the Long Term Incentive Plan vesting three years after the date of purchase in the form of Common Stock. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionCommon Stock | 1,015 | $39.56 | $40,153.40 |
DisclosureSEC source: 0001127602-16-062245 · form4.xml · nonDerivative · entry 1 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,499 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 · kind: Vesting of Phantom Stock pursuant to Company's Long Term Incentive Plan. Read SEC document |
| November 27, 2012 Filed Sep 20, 2016 18:52 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 2,495 | $47.42 | $118,312.90 |
DisclosureSEC source: 0001127602-16-062907 · form4a.xml · nonDerivative · entry 1 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William R. Fenoglio Trust Dated 10/28/04 Disclosed balance after: 0 F1 · kind: To reflect sale from William R. Fenoglio Trust incorrectly reported as a sale of direct holdings. Read SEC document |
| October 27, 2011 Filed Sep 20, 2016 18:48 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | OtherCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062905 · form4a.xml · nonDerivative · entry 3 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · William R. Fenoglio Trust Dated 10/28/04 Disclosed balance after: 2,495 F3 · kind: correction of error in report for original Trust holdings. Read SEC document |
| October 27, 2011 Filed Sep 20, 2016 18:48 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | OtherCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062905 · form4a.xml · nonDerivative · entry 2 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,821 F2 · kind: To reflect the offset of transaction reported in footnote 3 below. Read SEC document |
| October 26, 2011 Filed Sep 20, 2016 18:48 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062905 · form4a.xml · nonDerivative · entry 1 FENOGLIO WILLIAM R · CIK 0001056266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,316 F1 · kind: Grant of Restricted Stock is subject to three year cliff vesting requirement 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.