Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRADY CORPBRC · Entity 78 | Director · President & CEO | November 08, 2021 | November 10, 2021 |
| Commercial Vehicle Group, Inc.CVGI · Entity 6627 | Director | June 02, 2026 | June 04, 2026 |
| MATTHEWS INTERNATIONAL CORPMATW · Entity 5295 | Director | September 11, 2026 | September 15, 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.
BRADY CORP
Report date November 08, 2021 · Filed November 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 108,307 |
Ending reported balance
After 2021-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-08 · Exercise / conversion · Acquired 100,000 · Balance 174,295 F1: Represents net exercise of stock option. 100,000 options were exercised, resulting in a net gain of 34,012 shares (64,175 gross shares less payroll tax withholding of 30,163 shares). Row 2 · 2021-11-08 · Tax withholding · Disposed 65,988 · Balance 108,307 F1: Represents net exercise of stock option. 100,000 options were exercised, resulting in a net gain of 34,012 shares (64,175 gross shares less payroll tax withholding of 30,163 shares). |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $19.96 · Expires 2025-09-25 | Direct | 0 |
Reported balance
After 2021-11-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-08 · Exercise / conversion · Disposed 100,000 · Balance 0 F2: Represents options exercisable one third each year for the three years subsequent to the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents net exercise of stock option. 100,000 options were exercised, resulting in a net gain of 34,012 shares (64,175 gross shares less payroll tax withholding of 30,163 shares).
F2: Represents options exercisable one third each year for the three years subsequent to the grant date.
Commercial Vehicle Group, Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 184,790 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 23,483 · Balance 184,790 F1: These shares vest on the first to occur of June 4, 2027 or the 2027 Annual Meeting of Stockholders. However, pursuant to the Second Amended and Restated 2020 Equity Incentive Plan, the Reporting Person may not sell any shares awarded for a minimum of one-year post-vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest on the first to occur of June 4, 2027 or the 2027 Annual Meeting of Stockholders. However, pursuant to the Second Amended and Restated 2020 Equity Incentive Plan, the Reporting Person may not sell any shares awarded for a minimum of one-year post-vesting.
MATTHEWS INTERNATIONAL CORP
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,081 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Purchase · Acquired 1,000 · Balance 11,081 |
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 |
|---|---|---|---|---|---|---|
| November 28, 2016 Filed Nov 29, 2016 19:41 UTC | BRADY CORP BRC · Entity 78 | Exercise / conversionClass A Common Stock | 43,531 | $22.66 | $986,412.46 |
DisclosureSEC source: 0000746598-16-000361 · wf-form4_148044846224771.xml · nonDerivative · entry 1 Nauman J Michael · CIK 0001402603 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,880 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 · shares: Represents net exercise of stock option. 43,531 options were exercised, resulting in a net gain of 8,936 shares (17,352 gross shares less payroll tax withholding of 8,416 shares). Read SEC document |
| September 25, 2016 Filed Sep 27, 2016 17:09 UTC | BRADY CORP BRC · Entity 78 | Tax withholdingClass A Common Stock | 5,994 | $35.14 | $210,629.16 |
DisclosureSEC source: 0000746598-16-000308 · wf-form4_147499618123274.xml · nonDerivative · entry 3 Nauman J Michael · CIK 0001402603 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,225 F3 · shares: Represents shares withheld to cover taxes on 12,247 restricted stock units that vested on September 25, 2016. Read SEC document |
| September 25, 2016 Filed Sep 27, 2016 17:09 UTC | BRADY CORP BRC · Entity 78 | Tax withholdingClass A Common Stock | 6,506 | $35.14 | $228,620.84 |
DisclosureSEC source: 0000746598-16-000308 · wf-form4_147499618123274.xml · nonDerivative · entry 2 Nauman J Michael · CIK 0001402603 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,175 F2 · shares: Represents shares withheld to cover taxes on 13,292 restricted stock units that vested on September 25, 2016. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 17:09 UTC | BRADY CORP BRC · Entity 78 | GrantStock Option · Derivative | 107,161 | $0.00 Strike: $35.14 | $0.00 |
DisclosureSEC source: 0000746598-16-000308 · wf-form4_147499618123274.xml · derivative · entry 4 Nauman J Michael · CIK 0001402603 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,161 Underlying: Class A Common Stock · 107,161 shares Expires 2026-09-23 F4 · derivative.exercise_date: Represents options exercisable one third each year for the three years subsequent to the grant date. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 17:09 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 23,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000746598-16-000308 · wf-form4_147499618123274.xml · nonDerivative · entry 1 Nauman J Michael · CIK 0001402603 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,681 F1 · shares: Represents restricted stock units which vest one third each year for the three years subsequent to the grant date. Upon vesting, each restricted stock unit will be settled solely by delivery of one share of Class A Common Stock. 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.