Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASCENT INDUSTRIES CO.SYNL · Entity 6584 | VP Corporate Administration | March 15, 2021 | March 17, 2021 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Sr. VP Chief Financial Officer | August 27, 2026 | August 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.
ASCENT INDUSTRIES CO.
Report date March 15, 2021 · Filed March 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,887 |
Reported balance
After 2021-03-15 transaction · row 1
1 source rowRow 1 · 2021-03-15 · Sale · Disposed 8,431 · Balance 13,887 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 5,736 |
Reported balance
Holding disclosure · report date 2021-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,736 |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $7.33 · Expires 2021-06-30 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2021-03-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,000 F1: Options vest in equal installments of 33% beginning one year from date of grant. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.00 · Expires 2030-02-05 | Direct | 12,000 |
Reported balance
Holding disclosure · report date 2021-03-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,000 F1: Options vest in equal installments of 33% beginning one year from date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest in equal installments of 33% beginning one year from date of grant.
Hamilton Beach Brands Holding Co
Report date August 27, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,430 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Sale · Disposed 3,000 · Balance 39,430 |
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 28, 2026 19:02 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 3,000 | $32.50 | $97,500.00 |
DisclosureSEC source: 0001709164-26-000161 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,430 Read SEC document |
| February 20, 2026 Filed Apr 28, 2026 23:49 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | Tax withholdingClass A Common Stock | 1,835 | $19.40 | $35,599.00 |
DisclosureSEC source: 0001709164-26-000056 · form4.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,430 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to the Company in order to satisfy Reporting Person's tax withholding obligations with respect to Shares of Class A Common Stock awarded under the Company's Executive Long-Term Equity Incentive Compensation Plan. Read SEC document |
| February 20, 2026 Filed Apr 28, 2026 23:49 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 11,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001709164-26-000056 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,265 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Equity Incentive Compensation Plan. Read SEC document |
| February 21, 2025 Filed Feb 28, 2025 00:55 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | Tax withholdingClass A Common Stock | 1,166 | $17.60 | $20,521.60 |
DisclosureSEC source: 0001127602-25-007147 · form4.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,425 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to the Company in order to satisfy Reporting Person's tax withholding obligations with respect to Shares of Class A Common Stock awarded under the Company's Executive Long-Term Equity Incentive Compensation Plan. Read SEC document |
| February 21, 2025 Filed Feb 28, 2025 00:55 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 16,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007147 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,591 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Equity Incentive Compensation Plan. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:29 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | Tax withholdingClass A Common Stock | 861 | $18.23 | $15,691.73 |
DisclosureSEC source: 0001127602-24-009039 · form4.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,703 F2 · kind: Mandatory Cashless-Exercise-Award shares that Reporting Person surrendered to the Company in order to satisfy Reporting Person's tax withholding obligations with respect to Shares of Class A Common Stock awarded under the Company's Executive Long-Term Equity Incentive Compensation Plan. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:29 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 10,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009039 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,564 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Equity Incentive Compensation Plan. Read SEC document |
| November 21, 2023 Filed Nov 21, 2023 21:07 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 750 | $13.97 | $10,477.50 |
DisclosureSEC source: 0001127602-23-028127 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,250 Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 20:11 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 2,978 | $11.25 | $33,502.50 |
DisclosureSEC source: 0001127602-23-022367 · form4.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 20:11 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 22 | $11.00 | $242.00 |
DisclosureSEC source: 0001127602-23-022367 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,522 Read SEC document |
| May 08, 2023 Filed May 10, 2023 20:17 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 3,500 | $10.25 | $35,875.00 |
DisclosureSEC source: 0001127602-23-015101 · form4.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · Sr. VP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 F1 · price: These shares of Class A Common Stock were purchased in multiple transactions at the same price of $10.25 per share. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:29 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | SaleCommon Stock | 8,431 | $10.05 | $84,731.55 |
DisclosureSEC source: 0000095953-21-000034 · wf-form4_161599855034663.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,887 Read SEC document |
| February 19, 2021 Filed Feb 26, 2021 20:41 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 351 | $8.47 | $2,972.97 |
DisclosureSEC source: 0000095953-21-000026 · wf-form4_161437206814321.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,318 Read SEC document |
| February 09, 2021 Filed Feb 19, 2021 22:22 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 2,745 | $8.39 | $23,030.55 |
DisclosureSEC source: 0000095953-21-000022 · wf-form4_161377333266345.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,669 Read SEC document |
| February 07, 2021 Filed Feb 19, 2021 22:22 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 1,950 | $8.23 | $16,048.50 |
DisclosureSEC source: 0000095953-21-000022 · wf-form4_161377333266345.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,414 Read SEC document |
| May 08, 2020 Filed May 8, 2020 20:14 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 400 | $8.80 | $3,520.00 |
DisclosureSEC source: 0000095953-20-000069 · wf-form4_158896886505004.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,464 Read SEC document |
| May 07, 2020 Filed May 8, 2020 20:14 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | PurchaseCommon Stock | 736 | $8.05 | $5,924.80 |
DisclosureSEC source: 0000095953-20-000069 · wf-form4_158896886505004.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 5,736 Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 22:01 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 330 | $12.65 | $4,174.50 |
DisclosureSEC source: 0000095953-20-000010 · wf-form4_158258169628315.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,064 Read SEC document |
| February 05, 2020 Filed Feb 14, 2020 22:22 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 1,571 | $12.66 | $19,888.86 |
DisclosureSEC source: 0000095953-20-000003 · wf-form4_158171896001687.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,394 Read SEC document |
| February 05, 2020 Filed Feb 14, 2020 22:22 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 5,482 | $13.00 | $71,238.59 |
DisclosureSEC source: 0000095953-20-000003 · wf-form4_158171896001687.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,965 Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 17:41 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 279 | $12.87 | $3,590.73 |
DisclosureSEC source: 0000095953-19-000038 · wf-form4_155267165902403.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,483 Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 17:41 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | PurchaseCommon Stock | 1,000 | $15.00 | $15,000.00 |
DisclosureSEC source: 0000095953-19-000038 · wf-form4_155267165902403.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 5,000 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 20:03 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 2,676 | $14.40 | $38,534.40 |
DisclosureSEC source: 0000095953-19-000017 · wf-form4_155008821136362.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,762 Read SEC document |
| February 06, 2019 Filed Feb 13, 2019 20:03 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 8,073 | $15.72 | $126,867.20 |
DisclosureSEC source: 0000095953-19-000017 · wf-form4_155008821136362.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,438 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:01 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | Tax withholdingCommon Stock | 406 | $12.60 | $5,115.60 |
DisclosureSEC source: 0000095953-18-000016 · wf-form4_151872846269639.xml · nonDerivative · entry 2 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,365 Read SEC document |
| February 07, 2018 Filed Feb 15, 2018 21:01 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 4,035 | $12.47 | $50,316.45 |
DisclosureSEC source: 0000095953-18-000016 · wf-form4_151872846269639.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,771 Read SEC document |
| February 08, 2017 Filed Feb 13, 2017 17:37 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | GrantCommon Stock | 3,278 | $12.30 | $40,319.40 |
DisclosureSEC source: 0000095953-17-000013 · wf-form4_148700740751816.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,736 Read SEC document |
| September 07, 2016 Filed Sep 7, 2016 18:30 UTC | ASCENT INDUSTRIES CO. SYNL · Entity 6584 | PurchaseCommon Stock | 4,000 | $7.32 | $29,280.00 |
DisclosureSEC source: 0000095953-16-000217 · wf-form4_147327301066006.xml · nonDerivative · entry 1 Cunningham Sarah M · CIK 0001663722 · VP Corporate Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,458 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.