Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSW · Entity 3917 | Director | August 27, 2026 | August 31, 2026 |
| Fortress Private Lending FundNONE · Entity 35726 | Director | August 05, 2025 | August 05, 2025 |
| U S PHYSICAL THERAPY INC /NVUSPH · Entity 379 | Director | May 19, 2026 | May 28, 2026 |
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.
CSW INDUSTRIALS, INC.
Report date August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,654 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Grant · Acquired 409 · Balance 2,654 F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2027 annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2027 annual meeting of shareholders.
Fortress Private Lending Fund
Report date August 05, 2025 · Filed August 05, 2025
This filing explicitly reported no securities owned.
U S PHYSICAL THERAPY INC /NV
Report date May 19, 2026 · Filed May 28, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,812 |
Reported balance
After 2026-05-19 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 2,306 · Balance 9,812 F1: 5/19/2026 - Transaction price should have been reported as $0.00, not $61.61. F2: Includes 2,306 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,153 shares on August 20, 2026, 576 shares on November 20, 2026 and 577 shares on March 6, 2027, if she is a director of the Company on those dates. |
Filing footnotes · ownership attribution and instrument terms
F1: 5/19/2026 - Transaction price should have been reported as $0.00, not $61.61.
F2: Includes 2,306 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,153 shares on August 20, 2026, 576 shares on November 20, 2026 and 577 shares on March 6, 2027, if she is a director of the Company on those dates.
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 |
|---|---|---|---|---|---|---|
| August 27, 2026 Filed Aug 31, 2026 20:04 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001904253-26-000001 · wk-form4_1788206662.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,654 F1 · shares: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2027 annual meeting of shareholders. Read SEC document |
| May 19, 2026 Filed May 20, 2026 20:39 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 2,306 | $61.61 | $142,072.66 |
DisclosureSEC source: 0001193125-26-232731 · ownership.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,812 F1 · balance_after: Includes 2,306 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,153 shares on August 20, 2026, 576 shares on November 20, 2026 and 577 shares on March 6, 2027, if she is a director of the Company on those dates. Read SEC document |
| May 19, 2026 Filed May 28, 2026 20:19 UTC Amendment | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 2,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-245285 · ownership.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,812 F1 · price: 5/19/2026 - Transaction price should have been reported as $0.00, not $61.61. F2 · balance_after: Includes 2,306 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,153 shares on August 20, 2026, 576 shares on November 20, 2026 and 577 shares on March 6, 2027, if she is a director of the Company on those dates. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 20:19 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000087 · wk-form4_1756844347.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,245 F1 · shares: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2026 annual meeting of shareholders. Read SEC document |
| May 20, 2025 Filed May 21, 2025 20:15 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 1,882 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-075781 · ownership.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,506 F1 · shares: Includes 1,882 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 941 shares on August 20, 2025, 470 shares on November 20, 2025, and 471 shares on March 6, 2026, if she is a director of the Company on those dates. F1 · balance_after: Includes 1,882 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 941 shares on August 20, 2025, 470 shares on November 20, 2025, and 471 shares on March 6, 2026, if she is a director of the Company on those dates. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:44 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000068 · wk-form4_1723841076.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2025 annual meeting of shareholders. Read SEC document |
| May 20, 2024 Filed May 21, 2024 23:01 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-063207 · ownership.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,624 F1 · shares: Includes 1,424 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 356 shares on July 1, 2024, October 1, 2024, January 1, 2025 and April 1, 2025, if he is a director of the Company on those dates. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:05 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000079 · wk-form4_1693425946.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,390 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:30 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030640 · doc4.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,200 F1 · shares: The 1,600 shares of common stock were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 400 shares lapsed on each of July 1, 2023, October 1, 2023, January 1, 2024 and April 1, 2023, if she is a director of the Company on those dates. F2 · balance_after: Includes the 1,600 shares of restricted stock granted under the Company equity plans mentioned in Note 1. Read SEC document |
| August 30, 2022 Filed Aug 31, 2022 20:06 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 783 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000075 · wf-form4_166197638859286.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| August 09, 2022 Filed Aug 10, 2022 16:35 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | PurchaseCommon Stock | 500 | $92.29 | $46,145.00 |
DisclosureSEC source: 0001209191-22-045143 · doc4.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 F1 · balance_after: Includes 1,200 shares of common stock which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 400 shares on October 1, 2022, January 1, 2023, and April 1, 2023, if she is still a director of the Company on those dates. Read SEC document |
| May 16, 2022 Filed May 18, 2022 18:39 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029976 · doc4.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 F1 · shares: The 1,600 shares of common stock were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 400 shares lapsed on each of July 1, 2022, October 1, 2022, January 1, 2023 and April 1, 2023, if she is a director of the Company on those dates. F2 · balance_after: Includes the 1,600 shares of restricted stock granted under the Company equity plans mentioned in Note 1. Read SEC document |
| January 17, 2022 Filed Jan 19, 2022 21:40 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003746 · doc4.xml · nonDerivative · entry 1 Motsenbocker Anne · CIK 0001904253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · shares: The 500 shares of common stock were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse for the 500 shares on April 1, 2022. F2 · balance_after: Includes the 500 shares of common stock that were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan detailed in Footnote 1. 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.