Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENCOR INDUSTRIES INCGENC · Entity 6059 | Chief Executive Officer | January 19, 2016 | October 03, 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.
GENCOR INDUSTRIES INC
Report date January 19, 2016 · Filed October 03, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.01 · Expires 2026-01-19 | Direct | 45,000 |
Reported balance
After 2016-01-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-01-19 · Grant · Acquired 45,000 · Balance 45,000 F1: Options vest and become exercisable in 25% increments on January 19, 2017, January 19, 2018, January 19, 2019, & January 19, 2020. All options expire on January 19, 2026. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.38 · Expires 2026-09-26 | Direct | 75,000 |
Reported balance
After 2016-09-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-26 · Grant · Acquired 30,000 · Balance 75,000 F2: Options vest and become exercisable in 25% increments on September 26, 2017, September 26, 2018, September 26, 2019, & September 26, 2020. All options expire on September 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest and become exercisable in 25% increments on January 19, 2017, January 19, 2018, January 19, 2019, & January 19, 2020. All options expire on January 19, 2026.
F2: Options vest and become exercisable in 25% increments on September 26, 2017, September 26, 2018, September 26, 2019, & September 26, 2020. All options expire on September 26, 2026.
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 |
|---|---|---|---|---|---|---|
| September 26, 2016 Filed Oct 3, 2016 14:36 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | GrantStock Option (right to buy) · Derivative | 30,000 | $11.38 Strike: $11.38 | $341,400.00 |
DisclosureSEC source: 0001031704-16-000003 · primary_doc.xml · derivative · entry 2 Elliott John E · CIK 0001031704 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Class B Stock · 30,000 shares Expires 2026-09-26 F2 · derivative.exercise_date: Options vest and become exercisable in 25% increments on September 26, 2017, September 26, 2018, September 26, 2019, & September 26, 2020. All options expire on September 26, 2026. Read SEC document |
| January 19, 2016 Filed Oct 3, 2016 14:36 UTC | GENCOR INDUSTRIES INC GENC · Entity 6059 | GrantStock Option (right to buy) · Derivative | 45,000 | $7.01 Strike: $7.01 | $315,585.00 |
DisclosureSEC source: 0001031704-16-000003 · primary_doc.xml · derivative · entry 1 Elliott John E · CIK 0001031704 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Class B Stock · 45,000 shares Expires 2026-01-19 F1 · derivative.exercise_date: Options vest and become exercisable in 25% increments on January 19, 2017, January 19, 2018, January 19, 2019, & January 19, 2020. All options expire on January 19, 2026. 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.