Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Director · President & CEO | September 30, 2026 | October 03, 2026 |
| ROGERS CORPROG · Entity 4438 | Director | May 06, 2026 | May 08, 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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 515,034 |
Last balance in matching sequence
After 2026-10-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-30 · Sale · Disposed 4,799 · Balance 507,934 F1: Represents the average of the high and low stock price on 09/30/2026. F2: Includes shares that have a time-based vesting provision. Row 2 · 2026-10-01 · Grant · Acquired 7,100 · Balance 515,034 F3: Represents the average closing stock price from September 1, 2026 - September 30, 2026. F2: Includes shares that have a time-based vesting provision. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the average of the high and low stock price on 09/30/2026.
F2: Includes shares that have a time-based vesting provision.
F3: Represents the average closing stock price from September 1, 2026 - September 30, 2026.
ROGERS CORP
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Capital (Common) StockSEC Table I · non-derivative | Direct | 1,427 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 1,427 · Balance 1,427 F1: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 6, 2026, award of deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 6, 2026, award of deferred stock units.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 7,100 | $181.67 | $1,289,857.00 |
DisclosureSEC source: 0000080420-26-000113 · wk-form4_1790972991.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,034 F3 · price: Represents the average closing stock price from September 1, 2026 - September 30, 2026. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,799 | $187.67 | $900,628.33 |
DisclosureSEC source: 0000080420-26-000113 · wk-form4_1790972991.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,934 F1 · price: Represents the average of the high and low stock price on 09/30/2026. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 20:10 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,500 | $207.01 | $931,545.00 |
DisclosureSEC source: 0000080420-26-000109 · wk-form4_1786738222.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 512,733 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 November 26, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| July 09, 2026 Filed Jul 10, 2026 20:10 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,440 | $241.55 | $1,072,482.00 |
DisclosureSEC source: 0000080420-26-000098 · wk-form4_1783714243.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 517,233 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 November 26, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:14 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 36,000 | $0.01 | $360.00 |
DisclosureSEC source: 0000080420-26-000096 · wk-form4_1783368883.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,673 F1 · shares: Board approved, one-time RSU incentive to continue service past retirement eligibility. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 20:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,440 | $272.64 | $1,210,521.60 |
DisclosureSEC source: 0000080420-26-000087 · wk-form4_1781294648.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 485,673 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 November 26, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:23 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,440 | $301.00 | $1,336,440.00 |
DisclosureSEC source: 0000080420-26-000076 · wk-form4_1778876587.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 490,113 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 November 26, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. 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. Read SEC document |
| May 06, 2026 Filed May 8, 2026 16:10 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 1,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001663174-26-000002 · f4_a1eus000008icdzmau-live.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,427 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 6, 2026, award of deferred stock units. Read SEC document |
| April 09, 2026 Filed Apr 13, 2026 20:47 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,440 | $233.96 | $1,038,782.40 |
DisclosureSEC source: 0000080420-26-000058 · wk-form4_1776113226.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 164,851 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 November 26, 2025. F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $233.81 - $233.98, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:01 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,480 | $504.80 | $747,104.00 |
DisclosureSEC source: 0000080420-26-000050 · wk-form4_1773691272.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 169,291 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 November 26, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 21:50 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,300 | $287.18 | $373,334.00 |
DisclosureSEC source: 0000080420-26-000008 · wk-form4_1767736207.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,771 F1 · shares: The awards, which were approved by the Board of Directors on January 3, 2026, supplement the restricted stock unit awards that, consistent with prior years, were granted to the executives on October 1, 2025. F2 · price: Represents the average closing stock price from September 1, 2025 - September 30, 2025. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:53 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 24,000 | $315.03 | $7,560,720.00 |
DisclosureSEC source: 0000080420-25-000165 · wk-form4_1764798796.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,471 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · price: Represents the average of the high and low stock price on 12/01/2025. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2025 Filed Oct 1, 2025 20:31 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 1,900 | $287.18 | $545,642.00 |
DisclosureSEC source: 0000080420-25-000116 · wk-form4_1759350712.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,471 F3 · price: Represents the average closing stock price from September 1, 2025 - September 30, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:31 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 3,900 | $301.28 | $1,174,992.00 |
DisclosureSEC source: 0000080420-25-000116 · wk-form4_1759350712.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,571 F1 · price: Represents the average of the high and low stock price on 09/30/2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 95 | $216.82 | $20,597.90 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 14 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 147,471 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 November 26, 2024. F15 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $216.69-216.96, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 162 | $215.76 | $34,953.12 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 13 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 147,566 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 November 26, 2024. F14 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $215.35-216.00, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 908 | $214.57 | $194,829.56 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 12 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 147,728 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 November 26, 2024. F13 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $214.21-214.90, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 555 | $213.72 | $118,614.60 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 11 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 148,636 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 November 26, 2024. F12 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $213.01-214.01, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,659 | $212.72 | $352,902.48 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 10 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 149,191 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 November 26, 2024. F11 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $212.00-213.00, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 395 | $211.13 | $83,396.35 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 9 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 150,850 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 November 26, 2024. F10 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $210.84-211.50, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 843 | $209.94 | $176,979.42 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 8 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,245 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 November 26, 2024. F9 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $209.73-210.64, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 276 | $209.01 | $57,686.76 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 7 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,088 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 November 26, 2024. F8 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $208.53-209.35, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 306 | $207.81 | $63,589.86 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 6 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,364 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 November 26, 2024. F7 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $207.52-208.33, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 108 | $206.48 | $22,299.84 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 5 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,670 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 November 26, 2024. F6 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $206.28-206.75, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 348 | $205.63 | $71,559.24 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 4 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,778 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 November 26, 2024. F5 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $205.26-206.01, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 976 | $204.74 | $199,826.24 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 3 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 153,126 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 November 26, 2024. F4 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $204.22-205.01, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 144 | $202.95 | $29,224.80 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,102 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 November 26, 2024. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 3,099 | $200.06 | $619,985.94 |
DisclosureSEC source: 0000080420-25-000071 · wk-form4_1751314626.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,246 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 November 26, 2024. F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $200.00-200.20, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:41 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 780 | $200.00 | $156,000.00 |
DisclosureSEC source: 0000080420-25-000068 · wk-form4_1750279261.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,345 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 November 26, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:10 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 446 | $200.02 | $89,208.92 |
DisclosureSEC source: 0000080420-25-000047 · wk-form4_1743106246.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,125 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 November 26, 2024. F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $200.00-200.03, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:27 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 17,800 | $271.46 | $4,831,988.00 |
DisclosureSEC source: 0000080420-24-000088 · wk-form4_1733347652.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,571 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · price: Represents the average of the high and low stock price on 12/02/2024. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 21:54 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 3,100 | $182.14 | $564,634.00 |
DisclosureSEC source: 0000080420-24-000070 · wk-form4_1727906046.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,771 F3 · price: Represents the average closing stock price from September 1, 2024 - September 30, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:54 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 5,566 | $221.11 | $1,230,698.26 |
DisclosureSEC source: 0000080420-24-000070 · wk-form4_1727906046.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,671 F1 · price: Represents the average of the high and low stock price on 09/30/2024. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:19 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 462 | $171.54 | $79,251.48 |
DisclosureSEC source: 0000080420-24-000068 · wk-form4_1726604348.xml · nonDerivative · entry 4 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 143,237 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F6 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $171.19-171.91, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:19 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,076 | $170.43 | $183,382.68 |
DisclosureSEC source: 0000080420-24-000068 · wk-form4_1726604348.xml · nonDerivative · entry 3 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 143,699 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F5 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $170.05-171.01, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:19 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 675 | $169.76 | $114,588.00 |
DisclosureSEC source: 0000080420-24-000068 · wk-form4_1726604348.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 144,775 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F4 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $169.01-169.99, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:19 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 537 | $168.16 | $90,301.92 |
DisclosureSEC source: 0000080420-24-000068 · wk-form4_1726604348.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,450 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $167.76-168.71, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 20:55 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 220 | $164.70 | $36,234.00 |
DisclosureSEC source: 0000080420-24-000061 · wk-form4_1723236907.xml · nonDerivative · entry 4 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,987 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F6 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $164.45-164.76, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 20:55 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 556 | $163.59 | $90,956.04 |
DisclosureSEC source: 0000080420-24-000061 · wk-form4_1723236907.xml · nonDerivative · entry 3 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,207 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F5 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $163.40-164.34, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 20:55 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 921 | $162.40 | $149,570.40 |
DisclosureSEC source: 0000080420-24-000061 · wk-form4_1723236907.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,763 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F4 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $162.06-162.66, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 20:55 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,053 | $161.35 | $169,901.55 |
DisclosureSEC source: 0000080420-24-000061 · wk-form4_1723236907.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 147,684 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $161.03-161.80, 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: Includes shares that have a time-based vesting provision. Read SEC document |
| July 12, 2024 Filed Jul 12, 2024 21:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 303 | $146.19 | $44,295.57 |
DisclosureSEC source: 0000080420-24-000053 · wk-form4_1720819679.xml · nonDerivative · entry 5 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 148,737 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. F7 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $146.04-146.49, 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. Read SEC document |
| July 12, 2024 Filed Jul 12, 2024 21:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 262 | $143.61 | $37,625.82 |
DisclosureSEC source: 0000080420-24-000053 · wk-form4_1720819679.xml · nonDerivative · entry 4 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 149,040 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. F6 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $143.30-143.72, 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. Read SEC document |
| July 12, 2024 Filed Jul 12, 2024 21:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,237 | $142.46 | $176,223.02 |
DisclosureSEC source: 0000080420-24-000053 · wk-form4_1720819679.xml · nonDerivative · entry 3 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 149,302 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. F5 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $142.00-142.94, 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. Read SEC document |
| July 12, 2024 Filed Jul 12, 2024 21:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 394 | $141.09 | $55,589.46 |
DisclosureSEC source: 0000080420-24-000053 · wk-form4_1720819679.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 150,539 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. F4 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $140.95-141.50, 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. Read SEC document |
| July 12, 2024 Filed Jul 12, 2024 21:28 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 554 | $140.13 | $77,632.02 |
DisclosureSEC source: 0000080420-24-000053 · wk-form4_1720819679.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 150,933 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. F3 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $139.80-140.47, 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. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 100 | $172.90 | $17,290.00 |
DisclosureSEC source: 0000080420-24-000048 · wk-form4_1718743478.xml · nonDerivative · entry 6 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,487 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 300 | $171.90 | $51,570.00 |
DisclosureSEC source: 0000080420-24-000048 · wk-form4_1718743478.xml · nonDerivative · entry 5 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,587 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F3 · balance_after: Includes shares that have a time-based vesting provision. F7 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $171.71-172.00, 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. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 400 | $167.71 | $67,084.00 |
DisclosureSEC source: 0000080420-24-000048 · wk-form4_1718743478.xml · nonDerivative · entry 4 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,887 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F3 · balance_after: Includes shares that have a time-based vesting provision. F6 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $167.40-168.01, 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. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 108 | $166.22 | $17,951.76 |
DisclosureSEC source: 0000080420-24-000048 · wk-form4_1718743478.xml · nonDerivative · entry 3 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,287 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2024. F3 · balance_after: Includes shares that have a time-based vesting provision. F5 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $166.21-166.22, 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. 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.