Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSEMI CORPMSCC · Entity 166236 | Director · Chairman of the Board & CEO | May 29, 2018 | May 30, 2018 |
| MOBIX LABS, INCMOBX · Entity 7651 | Director | September 14, 2026 | September 22, 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.
MICROSEMI CORP
Report date May 29, 2018 · Filed May 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Microsemi Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-05-29 transaction · row 1
1 source rowRow 1 · 2018-05-29 · Disposition to issuer · Disposed 473,302 · Balance 0 F1: Shares disposed of pursuant to the Agreement and Plan of Merger by and among Microchip Technology Incorporated ("Microchip") , Maple Acquisition Corporation and Microsemi Corporation (the "Merger Agreement" and, the transaction contemplated therein, the "Merger"), whereby each share of Issuer's common stock was automatically cancelled and converted into the right to an amount equal to $68.78 in cash (the "Merger Consideration"). |
| Performance RightsSEC Table II · derivative / convertible security · Expires 2021-07-26 | Direct | 0 |
Reported balance
After 2018-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-29 · Disposition to issuer · Disposed 250,000 · Balance 0 F2: Each Performance Right represents a contingent right to receive one share of MSCC Common Stock. The 1,000,000 Performance Rights granted were scheduled to vest (a) 25% upon Microsemi's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $50.00 per share for a period of at least twenty consecutive trading days, (b) 50% upon Microsemi's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $60.00 per share for a period of at least twenty consecutive trading days, and (c) 25% upon Microsemi's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $70.00 per share for a period of at least twenty consecutive trading days. The first two tranches of this award vested and this transaction reports the cancellation of the third tranche of these Performance Rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed of pursuant to the Agreement and Plan of Merger by and among Microchip Technology Incorporated ("Microchip") , Maple Acquisition Corporation and Microsemi Corporation (the "Merger Agreement" and, the transaction contemplated therein, the "Merger"), whereby each share of Issuer's common stock was automatically cancelled and converted into the right to an amount equal to $68.78 in cash (the "Merger Consideration").
F2: Each Performance Right represents a contingent right to receive one share of MSCC Common Stock. The 1,000,000 Performance Rights granted were scheduled to vest (a) 25% upon Microsemi's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $50.00 per share for a period of at least twenty consecutive trading days, (b) 50% upon Microsemi's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $60.00 per share for a period of at least twenty consecutive trading days, and (c) 25% upon Microsemi's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $70.00 per share for a period of at least twenty consecutive trading days. The first two tranches of this award vested and this transaction reports the cancellation of the third tranche of these Performance Rights.
MOBIX LABS, INC
Report date September 14, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 515,405 |
Ending reported balance
After 2026-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-14 · Grant · Acquired 12,255 · Balance 496,304 F1: These Restricted Stock Units were granted to the Reporting Person on September 14, 2026 and vest on September 30, 2026. Row 2 · 2026-09-14 · Grant · Acquired 19,101 · Balance 515,405 F2: These Restricted Stock Units were granted to the Reporting Person on September 14, 2026 and vest on October 1, 2026. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.80 · Expires 2030-08-10 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,000 F3: These options are fully vested and exercisable. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.40 · Expires 2032-04-04 | Direct | 13,341 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 13,341 F3: These options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: These Restricted Stock Units were granted to the Reporting Person on September 14, 2026 and vest on September 30, 2026.
F2: These Restricted Stock Units were granted to the Reporting Person on September 14, 2026 and vest on October 1, 2026.
F3: These options are fully vested and exercisable.
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 09, 2016 Filed Dec 12, 2016 20:55 UTC | MICROSEMI CORP MSCC · Entity 166236 | Exercise / conversionPerformance Rights · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000484 · wf-form4_148159413740635.xml · derivative · entry 3 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Microsemi Common Stock · 250,000 shares Expires 2021-07-26 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 · derivative.exercise_price: Each Performance Right represents a contingent right to receive one share of MSCC Common Stock. The performance rights are scheduled to vest (a) 25% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $50.00 per share for a period of at least twenty consecutive trading days, (b) 50% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $60.00 per share for a period of at least twenty consecutive trading days, and (c) 25% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $70.00 per share for a period of at least twenty consecutive trading days. This transaction reports the vesting of the first tranche of this award. F1 · derivative.exercise_date: Each Performance Right represents a contingent right to receive one share of MSCC Common Stock. The performance rights are scheduled to vest (a) 25% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $50.00 per share for a period of at least twenty consecutive trading days, (b) 50% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $60.00 per share for a period of at least twenty consecutive trading days, and (c) 25% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $70.00 per share for a period of at least twenty consecutive trading days. This transaction reports the vesting of the first tranche of this award. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 20:55 UTC | MICROSEMI CORP MSCC · Entity 166236 | SaleMicrosemi Common Stock | 134,200 | $54.18 | $7,270,741.28 |
DisclosureSEC source: 0000310568-16-000484 · wf-form4_148159413740635.xml · nonDerivative · entry 2 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,511 F2 · security: This transaction represents the sale of shares to cover statutory income tax withholdings. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 20:55 UTC | MICROSEMI CORP MSCC · Entity 166236 | Exercise / conversionMicrosemi Common Stock | 250,000 | $55.72 | $13,930,000.00 |
DisclosureSEC source: 0000310568-16-000484 · wf-form4_148159413740635.xml · nonDerivative · entry 1 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,711 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 · security: Each Performance Right represents a contingent right to receive one share of MSCC Common Stock. The performance rights are scheduled to vest (a) 25% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $50.00 per share for a period of at least twenty consecutive trading days, (b) 50% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $60.00 per share for a period of at least twenty consecutive trading days, and (c) 25% upon MSCC's common stock (plus amount of any dividends paid per share) achieving a market price of not less than $70.00 per share for a period of at least twenty consecutive trading days. This transaction reports the vesting of the first tranche of this award. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | Exercise / conversionPerformance Rights · Derivative | 46,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · derivative · entry 7 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Microsemi Common Stock · 46,564 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 116,410 Performance Rights was granted on 10/12/2015 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2016, 2017 and 2018. This transaction reflects the number of shares earned in the first year of the performance period. F6 · derivative.exercise_date: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 116,410 Performance Rights was granted on 10/12/2015 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2016, 2017 and 2018. This transaction reflects the number of shares earned in the first year of the performance period. F6 · derivative.expiration_date: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 116,410 Performance Rights was granted on 10/12/2015 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2016, 2017 and 2018. This transaction reflects the number of shares earned in the first year of the performance period. F6 · balance_after: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 116,410 Performance Rights was granted on 10/12/2015 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2016, 2017 and 2018. This transaction reflects the number of shares earned in the first year of the performance period. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | Exercise / conversionPerformance Rights · Derivative | 96,833 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · derivative · entry 6 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Microsemi Common Stock · 96,833 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 161,387 Performance Rights was granted on 11/03/2014 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2015, 2016 and 2017. This transaction reflects the number of shares earned in the second year of the performance period and a total of 161,387 were earned in the first two years of the performnce period. F5 · derivative.exercise_date: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 161,387 Performance Rights was granted on 11/03/2014 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2015, 2016 and 2017. This transaction reflects the number of shares earned in the second year of the performance period and a total of 161,387 were earned in the first two years of the performnce period. F5 · derivative.expiration_date: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 161,387 Performance Rights was granted on 11/03/2014 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2015, 2016 and 2017. This transaction reflects the number of shares earned in the second year of the performance period and a total of 161,387 were earned in the first two years of the performnce period. F5 · balance_after: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 161,387 Performance Rights was granted on 11/03/2014 and between 0% and 270% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2015, 2016 and 2017. This transaction reflects the number of shares earned in the second year of the performance period and a total of 161,387 were earned in the first two years of the performnce period. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | Exercise / conversionPerformance Rights · Derivative | 73,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · derivative · entry 5 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Microsemi Common Stock · 73,220 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 110,355 Performance Rights was granted on 11/04/2013 and between 0% and 250% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2014, 2015 and 2016. This transaction reflects the number of shares earned in the third year of the performance period and a total of 165,091 were earned over the three-year performance period. F4 · derivative.exercise_date: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 110,355 Performance Rights was granted on 11/04/2013 and between 0% and 250% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2014, 2015 and 2016. This transaction reflects the number of shares earned in the third year of the performance period and a total of 165,091 were earned over the three-year performance period. F4 · derivative.expiration_date: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 110,355 Performance Rights was granted on 11/04/2013 and between 0% and 250% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2014, 2015 and 2016. This transaction reflects the number of shares earned in the third year of the performance period and a total of 165,091 were earned over the three-year performance period. F4 · balance_after: Each Performance Right represents a right to receive one share of Microsemi common stock. A target of 110,355 Performance Rights was granted on 11/04/2013 and between 0% and 250% of the target number may be earned over a three-year performance period incorporating Microsemi's fiscal year 2014, 2015 and 2016. This transaction reflects the number of shares earned in the third year of the performance period and a total of 165,091 were earned over the three-year performance period. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | Tax withholdingMicrosemi Common Stock | 9,654 | $47.84 | $461,847.36 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · nonDerivative · entry 4 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,711 F3 · shares: Amount represents shares withheld to satisfy tax withholdings in connection with the vesting of previously awarded restricted stock awards. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | GrantMicrosemi Common Stock | 18,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · nonDerivative · entry 3 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,365 F2 · security: Shares issued by Microsemi as part of the reporting person's bonus for fiscal year 2016. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | SaleMicrosemi Common Stock | 216,617 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · nonDerivative · entry 2 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,865 F1 · security: This transaction was executed pursuant to a 10b5-1 plan. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:05 UTC | MICROSEMI CORP MSCC · Entity 166236 | Exercise / conversionMicrosemi Common Stock | 216,617 | $0.00 | $0.00 |
DisclosureSEC source: 0000310568-16-000471 · wf-form4_147882990354744.xml · nonDerivative · entry 1 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,482 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. Read SEC document |
| October 13, 2016 Filed Oct 14, 2016 18:46 UTC | MICROSEMI CORP MSCC · Entity 166236 | SaleMicrosemi Common Stock | 12,935 | $38.51 | $498,102.27 |
DisclosureSEC source: 0000310568-16-000446 · wf-form4_147648520333910.xml · nonDerivative · entry 1 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,865 F1 · security: This transaction was executed pursuant to a 10b5-1 plan. Read SEC document |
| October 07, 2016 Filed Oct 7, 2016 18:54 UTC | MICROSEMI CORP MSCC · Entity 166236 | SaleMicrosemi Common Stock | 18,392 | $41.75 | $767,831.06 |
DisclosureSEC source: 0000310568-16-000419 · wf-form4_147588087555968.xml · nonDerivative · entry 3 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,800 F1 · security: This transaction was executed pursuant to a 10b5-1 plan. Read SEC document |
| October 06, 2016 Filed Oct 7, 2016 18:54 UTC | MICROSEMI CORP MSCC · Entity 166236 | SaleMicrosemi Common Stock | 27,359 | $42.13 | $1,152,527.97 |
DisclosureSEC source: 0000310568-16-000419 · wf-form4_147588087555968.xml · nonDerivative · entry 2 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,192 F1 · security: This transaction was executed pursuant to a 10b5-1 plan. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 18:54 UTC | MICROSEMI CORP MSCC · Entity 166236 | SaleMicrosemi Common Stock | 8,966 | $41.87 | $375,418.97 |
DisclosureSEC source: 0000310568-16-000419 · wf-form4_147588087555968.xml · nonDerivative · entry 1 PETERSON JAMES J · CIK 0001192204 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,551 F1 · security: This transaction was executed pursuant to a 10b5-1 plan. 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.