Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Director | August 14, 2026 | August 17, 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.
POWELL INDUSTRIES INC
Report date August 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,380 |
Reported balance
After 2026-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 2,250 · Balance 37,380 F1: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026. F2: Includes shares that have a time-based vesting provision. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026.
F2: Includes shares that have a time-based vesting provision.
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 14, 2026 Filed Aug 17, 2026 20:06 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,250 | $203.05 | $456,862.50 |
DisclosureSEC source: 0000080420-26-000111 · wk-form4_1786997170.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,380 F1 · shares: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 140 | $301.05 | $42,147.00 |
DisclosureSEC source: 0000080420-26-000074 · wk-form4_1778876500.xml · nonDerivative · entry 3 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,630 F1 · shares: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026. F3 · balance_after: The reported number of shares have been adjusted to reflect the impact of the issuer's 3-for-1 forward split of its Common Stock effected on April 2, 2026. F4 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 740 | $300.66 | $222,488.40 |
DisclosureSEC source: 0000080420-26-000074 · wk-form4_1778876500.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,770 F1 · shares: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026. F5 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $300.00-301.00, inclusive. Reporting person, upon request, will provide Powell Industries, Inc. or the staff of the Securities & Exchange Commission full information regarding the number of shares sold at each price within the ranges set for in this footnote. F3 · balance_after: The reported number of shares have been adjusted to reflect the impact of the issuer's 3-for-1 forward split of its Common Stock effected on April 2, 2026. F4 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,370 | $298.88 | $1,306,105.60 |
DisclosureSEC source: 0000080420-26-000074 · wk-form4_1778876500.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,510 F1 · shares: The sales reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026. F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $298.88-299.00, inclusive. Reporting person, upon request, will provide Powell Industries, Inc. or the staff of the Securities & Exchange Commission full information regarding the number of shares sold at each price within the ranges set for in this footnote. F3 · balance_after: The reported number of shares have been adjusted to reflect the impact of the issuer's 3-for-1 forward split of its Common Stock effected on April 2, 2026. F4 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:53 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 200 | $0.01 | $2.00 |
DisclosureSEC source: 0000080420-26-000031 · wk-form4_1771537979.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,960 F1 · shares: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the earlier of the first anniversary from the date of the grant or the Company's 2027 Annual Stockholder Meeting. F2 · shares: RSUs convert into common stock on a one-for-one basis at the time of vesting. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 15:30 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 500 | $0.01 | $5.00 |
DisclosureSEC source: 0000080420-25-000041 · wk-form4_1740151853.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,760 F1 · shares: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the earlier of the first anniversary from the date of the grant or the Company's 2026 Annual Stockholder Meeting. F2 · shares: RSUs convert into common stock on a one-for-one basis at the time of vesting. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 14, 2024 Filed Feb 20, 2024 21:50 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 660 | $0.01 | $6.60 |
DisclosureSEC source: 0000080420-24-000023 · wk-form4_1708465778.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,260 F1 · shares: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the earlier of the first anniversary from the date of the grant or the Company's 2025 Annual Stockholder Meeting. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 20:32 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 5,000 | $149.38 | $746,900.00 |
DisclosureSEC source: 0000080420-24-000013 · wk-form4_1708029163.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,600 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 19:32 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-23-010439 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 F2 · shares: Represents shares of restricted stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2024 Annual Stockholder Meeting. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 19:32 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-23-010439 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 16, 2022 Filed Feb 16, 2022 23:43 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-22-010322 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,200 F2 · shares: Shares of restricted common stock granted under the Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2023 Annual Stockholder Meeting. Read SEC document |
| February 16, 2022 Filed Feb 16, 2022 23:43 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-22-010322 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-21-015924 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2022 Annual Stockholder Meeting. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-21-015924 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,600 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:31 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-20-011543 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2021 Annual Stockholder Meeting. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:31 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,200 | $0.01 | $12.00 |
DisclosureSEC source: 0001209191-20-011543 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:51 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantRestricted Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-19-012519 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · shares: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2020 Annual Stockholder Meeting. F2 · balance_after: Shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2020 Annual Stockholder Meeting. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:51 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-19-012519 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 22:56 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-18-012561 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F2 · shares: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. F3 · balance_after: Includes 1,000 shares of restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests on the earlier of the first anniversary from the date of the grant or the Company's 2019 Annual Stockholder Meeting. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 22:56 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-18-012561 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 20:35 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-17-015749 · doc4.xml · nonDerivative · entry 2 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F3 · shares: Restricted common stock granted under the Company's Non-Employee Director Equity Incentive Plan that vests 100% on the earlier of the first anniversary from the date of the grant or the 2018 Annual Stockholder Meeting. F4 · balance_after: Includes 2,000 shares of restricted stock that have time-based vesting provisions. Read SEC document |
| February 22, 2017 Filed Mar 1, 2017 20:35 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,000 | $0.01 | $10.00 |
DisclosureSEC source: 0001209191-17-015749 · doc4.xml · nonDerivative · entry 1 Williams Richard E · CIK 0001668421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Common stock granted under the Company's Non-Employee Director Equity Incentive Plan. F2 · balance_after: Includes 1,000 shares of restricted stock that have time-based vesting provisions. 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.