Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CRAWFORD UNITED CorpCRAWA · Entity 67513 | Director · 10% owner | February 06, 2026 | February 06, 2026 |
| INVACARE HOLDINGS CorpIVC · Entity 86444 | 10% owner · Member of a 10% owner group | June 03, 2022 | August 24, 2022 |
| PARK OHIO HOLDINGS CORPPKOH · Entity 5292 | Director · CEO, COB, President · 10% owner | August 19, 2026 | August 20, 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.
CRAWFORD UNITED Corp
Report date February 06, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-06 transaction · row 1
1 source rowRow 1 · 2026-02-06 · Disposition to issuer · Disposed 39,250 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. |
| Class A Common SharesSEC Table I · non-derivative | IndirectBy First Francis Company, Inc. | 0 |
Reported balance
After 2026-02-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-06 · Disposition to issuer · Disposed 911,250 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. F2: The reporting person is a shareholder of the corporation that owns the reported securities. For purposes of the Securities Exchange Act of 1934, the reporting person disclaims beneficial ownership of the reported securities, except to his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
| Class A Common SharesSEC Table I · non-derivative | IndirectBy Three Bears Trust | 0 |
Reported balance
After 2026-02-06 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-02-06 · Disposition to issuer · Disposed 336,204 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. F3: The reporting person is the trustee of the trust that owns the reported securities. For purposes of the Securities Exchange Act of 1934, the reporting person disclaims beneficial ownership of the reported securities, except to his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
| Class B Common SharesSEC Table I · non-derivative | IndirectBy Three Bears Trust | 0 |
Reported balance
After 2026-02-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-02-06 · Disposition to issuer · Disposed 85,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. F3: The reporting person is the trustee of the trust that owns the reported securities. For purposes of the Securities Exchange Act of 1934, the reporting person disclaims beneficial ownership of the reported securities, except to his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
| Class B Common SharesSEC Table I · non-derivative | IndirectBy First Francis Company, Inc. | 0 |
Reported balance
After 2026-02-06 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-02-06 · Disposition to issuer · Disposed 433,750 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. F2: The reporting person is a shareholder of the corporation that owns the reported securities. For purposes of the Securities Exchange Act of 1934, the reporting person disclaims beneficial ownership of the reported securities, except to his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes.
F2: The reporting person is a shareholder of the corporation that owns the reported securities. For purposes of the Securities Exchange Act of 1934, the reporting person disclaims beneficial ownership of the reported securities, except to his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise.
F3: The reporting person is the trustee of the trust that owns the reported securities. For purposes of the Securities Exchange Act of 1934, the reporting person disclaims beneficial ownership of the reported securities, except to his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise.
INVACARE HOLDINGS Corp
Report date June 03, 2022 · Filed August 24, 2022
Jointly reported with CRAWFORD UNITED Corp, CRAWFORD EDWARD F
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, no par valueSEC Table I · non-derivative | Direct | 110,200 |
Reported balance
Holding disclosure · report date 2022-06-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 110,200 F1: Crawford United Corporation ("Crawford United") is the owner of record of 110,200 Common Shares. Edward F. Crawford and Matthew V. Crawford, in their capacity as holders of a majority of the voting power of Crawford United and as two of six members of Crawford United's board of directors, share the ability to indirectly control the decisions of Crawford United regarding the vote and disposition of securities held by Crawford United, and as such may be deemed to have indirect beneficial ownership of the 110,200 Common Shares held by Crawford United. Each of Edward F. Crawford and Matthew V. Crawford disclaims beneficial ownership of the Common Shares owned by Crawford United, except to the extent of his respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Crawford United Corporation ("Crawford United") is the owner of record of 110,200 Common Shares. Edward F. Crawford and Matthew V. Crawford, in their capacity as holders of a majority of the voting power of Crawford United and as two of six members of Crawford United's board of directors, share the ability to indirectly control the decisions of Crawford United regarding the vote and disposition of securities held by Crawford United, and as such may be deemed to have indirect beneficial ownership of the 110,200 Common Shares held by Crawford United. Each of Edward F. Crawford and Matthew V. Crawford disclaims beneficial ownership of the Common Shares owned by Crawford United, except to the extent of his respective pecuniary interest therein.
PARK OHIO HOLDINGS CORP
Report date August 19, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 870,077 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Gift · Disposed 25,000 · Balance 870,077 |
| Common StockSEC Table I · non-derivative | IndirectBy Park Trust | 300,000 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 300,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 546,000 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 546,000 |
| Common StockSEC Table I · non-derivative | IndirectBy First Francis Company, Inc. | 41,401 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 41,401 F1: The reporting person is a shareholder of the corporation that owns the reported securities, and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Crawford Capital Company | 11,700 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,700 F1: The reporting person is a shareholder of the corporation that owns the reported securities, and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Crawford Capital Enterprises, LLC | 99,075 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 99,075 F2: The reporting person is a member of a limited liability company that is a member of the limited liability company that owns the reported securities and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 1,100,000 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,100,000 F3: The reporting person is a trustee of a trust that is a member of the limited liability company that owns the reported securities, and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is a shareholder of the corporation that owns the reported securities, and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F2: The reporting person is a member of a limited liability company that is a member of the limited liability company that owns the reported securities and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F3: The reporting person is a trustee of a trust that is a member of the limited liability company that owns the reported securities, and the reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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 20, 2016 Filed Jan 5, 2018 14:05 UTC | CRAWFORD UNITED Corp HICKA · Entity 67513 | Disposition to issuerWarrant to Purchase Class A Common Stock · Derivative | 100,000 | Not disclosed Strike: $2.50 | Not disclosed |
DisclosureSEC source: 0000899243-18-000570 · doc4.xml · derivative · entry 3 CRAWFORD MATTHEW V · CIK 0001132148 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 252,367 Underlying: Class A Common Stock · 100,000 shares Expires 2017-12-30 F1 · kind: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F1 · price: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F3 · ownership.nature: The securities reported herein are owned directly by Roundball LLC, an Ohio limited liability company. For purposes of the Securities Exchange Act of 1934, the Reporting Person disclaims beneficial ownership of any securities, except of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or otherwise. Read SEC document |
| December 20, 2016 Filed Jan 9, 2018 17:32 UTC | CRAWFORD UNITED Corp HICKA · Entity 67513 | GrantConvertible Loan Agreement · Derivative | 326,489 | Not disclosed Strike: $1.85 | Not disclosed |
DisclosureSEC source: 0000899243-18-000832 · doc4.xml · derivative · entry 6 CRAWFORD MATTHEW V · CIK 0001132148 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 426,489 Underlying: Class A Common Stock · 326,489 shares Expires 2018-12-30 F2 · kind: The two reported transactions involved an amendment of an outstanding convertible loan agreement, resulting in the deemed cancellation of the "old" convertible loan agreement and the entry into a replacement convertible loan agreement. F2 · price: The two reported transactions involved an amendment of an outstanding convertible loan agreement, resulting in the deemed cancellation of the "old" convertible loan agreement and the entry into a replacement convertible loan agreement. F2 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding convertible loan agreement, resulting in the deemed cancellation of the "old" convertible loan agreement and the entry into a replacement convertible loan agreement. F3 · ownership.nature: The securities reported herein are owned directly by Roundball LLC, an Ohio limited liability company. For purposes of the Securities Exchange Act of 1934, the Reporting Person disclaims beneficial ownership of any securities, except of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or otherwise. Read SEC document |
| December 20, 2016 Filed Jan 9, 2018 17:32 UTC | CRAWFORD UNITED Corp HICKA · Entity 67513 | Disposition to issuerConvertible Loan Agreement · Derivative | 252,367 | Not disclosed Strike: $1.85 | Not disclosed |
DisclosureSEC source: 0000899243-18-000832 · doc4.xml · derivative · entry 5 CRAWFORD MATTHEW V · CIK 0001132148 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 100,000 Underlying: Class A Common Stock · 252,367 shares Expires 2017-12-30 F2 · kind: The two reported transactions involved an amendment of an outstanding convertible loan agreement, resulting in the deemed cancellation of the "old" convertible loan agreement and the entry into a replacement convertible loan agreement. F2 · price: The two reported transactions involved an amendment of an outstanding convertible loan agreement, resulting in the deemed cancellation of the "old" convertible loan agreement and the entry into a replacement convertible loan agreement. F2 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding convertible loan agreement, resulting in the deemed cancellation of the "old" convertible loan agreement and the entry into a replacement convertible loan agreement. F3 · ownership.nature: The securities reported herein are owned directly by Roundball LLC, an Ohio limited liability company. For purposes of the Securities Exchange Act of 1934, the Reporting Person disclaims beneficial ownership of any securities, except of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or otherwise. Read SEC document |
| December 20, 2016 Filed Jan 9, 2018 17:32 UTC | CRAWFORD UNITED Corp HICKA · Entity 67513 | GrantWarrant to Purchase Class A Common Stock · Derivative | 100,000 | Not disclosed Strike: $2.50 | Not disclosed |
DisclosureSEC source: 0000899243-18-000832 · doc4.xml · derivative · entry 4 CRAWFORD MATTHEW V · CIK 0001132148 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 426,489 Underlying: Class A Common Stock · 100,000 shares Expires 2018-12-30 F1 · kind: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F1 · price: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F3 · ownership.nature: The securities reported herein are owned directly by Roundball LLC, an Ohio limited liability company. For purposes of the Securities Exchange Act of 1934, the Reporting Person disclaims beneficial ownership of any securities, except of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or otherwise. Read SEC document |
| December 20, 2016 Filed Jan 9, 2018 17:32 UTC | CRAWFORD UNITED Corp HICKA · Entity 67513 | Disposition to issuerWarrant to Purchase Class A Common Stock · Derivative | 100,000 | Not disclosed Strike: $2.50 | Not disclosed |
DisclosureSEC source: 0000899243-18-000832 · doc4.xml · derivative · entry 3 CRAWFORD MATTHEW V · CIK 0001132148 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 252,367 Underlying: Class A Common Stock · 100,000 shares Expires 2017-12-30 F1 · kind: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F1 · price: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding warrant, resulting in the deemed cancellation of the "old" warrant and the grant of a replacement warrant. F3 · ownership.nature: The securities reported herein are owned directly by Roundball LLC, an Ohio limited liability company. For purposes of the Securities Exchange Act of 1934, the Reporting Person disclaims beneficial ownership of any securities, except of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or otherwise. 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.