Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CECO ENVIRONMENTAL CORPCECO · Entity 4034 | SVP, Chief Financial Officer | August 15, 2026 | August 18, 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.
CECO ENVIRONMENTAL CORP
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,832 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Tax withholding · Disposed 2,914 · Balance 37,832 F1: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 47,247 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 47,247 F2: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock. F3: Conversion of restricted stock units to the Company's common stock will occur on July 5, 2027 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 30,000 F2: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock. F4: Conversion of restricted stock units to the Company's common stock will occur on September 12, 2029 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units.
F2: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock.
F3: Conversion of restricted stock units to the Company's common stock will occur on July 5, 2027 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period.
F4: Conversion of restricted stock units to the Company's common stock will occur on September 12, 2029 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period.
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 15, 2026 Filed Aug 18, 2026 19:23 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 2,914 | $79.59 | $231,925.26 |
DisclosureSEC source: 0001193125-26-355313 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,832 F1 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. Read SEC document |
| June 24, 2026 Filed Jun 26, 2026 21:11 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | SaleCommon Stock | 30,000 | $96.49 | $2,894,802.00 |
DisclosureSEC source: 0001193125-26-285695 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,746 F1 · price: Price reflects the weighted average sale price for multiple transactions that ranged from $96.08 to $97.00 per share. The Reporting Person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:17 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 653 | $59.58 | $38,905.74 |
DisclosureSEC source: 0001193125-26-139885 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,726 Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 00:34 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 1,570 | $57.06 | $89,584.20 |
DisclosureSEC source: 0001193125-26-111578 · ownership.xml · nonDerivative · entry 5 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,379 F2 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 00:34 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 3,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-111578 · ownership.xml · nonDerivative · entry 4 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,949 Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:34 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 1,731 | $54.50 | $94,339.50 |
DisclosureSEC source: 0001193125-26-111578 · ownership.xml · nonDerivative · entry 3 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,005 F2 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:34 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 4,967 | $54.85 | $272,439.95 |
DisclosureSEC source: 0001193125-26-111578 · ownership.xml · nonDerivative · entry 2 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,736 F2 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:34 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 16,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-111578 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,703 F1 · kind: Represents performance share units earned. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 16:12 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantRestricted Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-204659 · ownership.xml · derivative · entry 2 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock. F2 · derivative.exercise_date: Conversion of restricted stock units to the Company's common stock will occur on September 12, 2029 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. F2 · derivative.expiration_date: Conversion of restricted stock units to the Company's common stock will occur on September 12, 2029 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:16 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 2,302 | $44.61 | $102,692.22 |
DisclosureSEC source: 0000950170-25-110110 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · SVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,620 F1 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. F2 · balance_after: Includes 415 shares acquired under the CECO Environmental Corp. 2020 Employee Stock Purchase Plan. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 17:22 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 653 | $22.80 | $14,888.40 |
DisclosureSEC source: 0000950170-25-049067 · ownership.xml · nonDerivative · entry 2 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,507 F2 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 17:22 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | SaleCommon Stock | 22,500 | $22.80 | $512,932.50 |
DisclosureSEC source: 0000950170-25-049067 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,160 F1 · price: Price reflects the weighted average sale price for multiple transactions that ranged from $22.64 to $23.01 per share. The Reporting Person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 27, 2025 Filed Mar 31, 2025 17:36 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | SaleCommon Stock | 5,601 | $24.15 | $135,264.15 |
DisclosureSEC source: 0000950170-25-047498 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,660 F1 · price: Price reflects the weighted average sale price for multiple transactions that ranged from $24.14 to $24.23 per share. The Reporting Person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 23:20 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 11,969 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041582 · ownership.xml · nonDerivative · entry 3 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,261 F3 · shares: Represents restricted stock units with a three-year vesting period. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:20 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 6,480 | $23.25 | $150,660.00 |
DisclosureSEC source: 0000950170-25-041582 · ownership.xml · nonDerivative · entry 2 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,292 F2 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:20 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 22,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041582 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,772 F1 · shares: Represents performance share units earned. Read SEC document |
| August 15, 2024 Filed Dec 12, 2024 19:55 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 2,544 | $28.20 | $71,740.80 |
DisclosureSEC source: 0000950170-24-135716 · ownership.xml · nonDerivative · entry 3 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,560 F1 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units, which withholding was not previously reported due to an administrative oversight. F2 · balance_after: Includes 589 shares acquired under the CECO Environmental Corp. 2020 Employee Stock Purchase Plan Read SEC document |
| March 31, 2024 Filed Dec 12, 2024 19:55 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 921 | $23.02 | $21,201.42 |
DisclosureSEC source: 0000950170-24-135716 · ownership.xml · nonDerivative · entry 2 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,515 F1 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units, which withholding was not previously reported due to an administrative oversight. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:29 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 26,384 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033313 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,239 F1 · balance_after: Includes 517 shares acquired under the CECO Environmental Corp. 2020 Employee Stock Purchase Plan. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:10 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantRestricted Stock Units · Derivative | 47,247 | $15.97 | $754,534.59 |
DisclosureSEC source: 0001209191-23-051419 · doc4.xml · derivative · entry 2 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,247 Underlying: Common Stock · 47,247 shares Expires not disclosed F1 · derivative.exercise_price: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock. F2 · derivative.exercise_date: Conversion of restricted stock units to the Company's common stock will occur on July 5, 2027 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. F2 · derivative.expiration_date: Conversion of restricted stock units to the Company's common stock will occur on July 5, 2027 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. Read SEC document |
| August 15, 2023 Filed Dec 12, 2024 19:55 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | Tax withholdingCommon Stock | 1,803 | $13.28 | $23,943.84 |
DisclosureSEC source: 0000950170-24-135716 · ownership.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,436 F1 · kind: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units, which withholding was not previously reported due to an administrative oversight. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 19:10 UTC | CECO ENVIRONMENTAL CORP CECO · Entity 4034 | GrantCommon Stock | 10,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022101 · doc4.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,338 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 19:12 UTC | CECO ENVIRONMENTAL CORP CECE · Entity 4034 | GrantCommon Stock | 29,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046205 · doc4.xml · nonDerivative · entry 1 Johansson Peter K. · CIK 0001941417 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,616 F1 · security: Grant of restricted stock units that vest annually over 4 years. 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.