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 |
|---|---|---|---|---|---|---|
| June 14, 2024 Filed Jun 18, 2024 20:44 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 732 | $165.58 | $121,204.56 |
DisclosureSEC source: 0000080420-24-000048 · wk-form4_1718743478.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,395 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. F4 · balance_after: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $165.00-166.00, 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 | 1,110 | $164.73 | $182,850.30 |
DisclosureSEC source: 0000080420-24-000048 · wk-form4_1718743478.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 153,127 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: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $163.98-164.98, 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 |
| November 29, 2023 Filed Dec 1, 2023 17:39 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 20,300 | $80.13 | $1,626,639.00 |
DisclosureSEC source: 0001209191-23-057050 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,237 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 11/29/2023. F3 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051599 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,937 F3 · shares: Shares granted under the Company's long-term equity compensation plan (time-vesting restricted stock unit agreement) which will equally vest on the first, second and third anniversaries of October 2, 2023, subject to the participant's continuous service with the Company. F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 6,667 | $84.78 | $565,228.26 |
DisclosureSEC source: 0001209191-23-051599 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,837 F1 · price: Represents the average of the high and low stock price on 09/29/2023. F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:23 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059687 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,504 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 14:25 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 21,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052054 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,204 F3 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2022, subject to the Reporting Person's continued employment with the Company. F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 14:25 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 2,367 | $21.26 | $50,322.42 |
DisclosureSEC source: 0001209191-22-052054 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,504 F1 · price: Represents the average of the high and low stock price on 09/30/2022. F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 20:51 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | PurchaseCommon Stock | 5,000 | $23.29 | $116,450.00 |
DisclosureSEC source: 0001209191-22-009209 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,871 F1 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 20:51 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | PurchaseCommon Stock | 5,000 | $22.15 | $110,750.00 |
DisclosureSEC source: 0001209191-22-009209 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,871 F1 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 19:36 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068287 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,871 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 19:02 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 15,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058848 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,871 F3 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2021, subject to the Reporting Person's continued employment with the Company. F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 19:02 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 2,100 | $25.01 | $52,521.00 |
DisclosureSEC source: 0001209191-21-058848 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,271 F1 · price: Represents the average of the high and low stock price on 09/30/2021. F2 · balance_after: Includes shares that have a time-based vesting provision of three equal installments from date of grant. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 16:22 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062422 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,371 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2020 Filed Oct 1, 2020 21:20 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052682 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,971 F3 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2020, subject to the Reporting Person's continued employment with the Company. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2020 Filed Oct 1, 2020 21:20 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 1,600 | $24.38 | $39,008.00 |
DisclosureSEC source: 0001209191-20-052682 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,371 F1 · price: Represents the average of the high and low stock price on 09/30/2020. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:09 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059041 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,971 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 17:34 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052033 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,171 F2 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2019, subject to the Reporting Person's continued employment with the Company. F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 17:34 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 2,966 | $39.07 | $115,881.62 |
DisclosureSEC source: 0001209191-19-052033 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,171 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:09 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 1,600 | $38.00 | $60,800.00 |
DisclosureSEC source: 0001209191-19-040852 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,137 F1 · price: Represents the average of the high and low stock price on 07/01/2019. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 20:45 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062215 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,737 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2018 Filed Oct 15, 2018 21:15 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 8,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054988 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,337 F3 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2018, subject to the Reporting Person's continued employment with the Company. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2018 Filed Oct 15, 2018 21:15 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 2,699 | $34.92 | $94,249.08 |
DisclosureSEC source: 0001209191-18-054988 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,137 F1 · price: Represents the average of the high and low stock price on 09/30/2018. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 22:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055975 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,836 F2 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2017, subject to the Reporting Person's continued employment with the Company. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 22:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 1,801 | $29.88 | $53,813.88 |
DisclosureSEC source: 0001209191-17-055975 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,836 F1 · price: Represents the average of the high and low stock price on 09/29/2017. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:53 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144382 · doc4.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,637 F2 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of date of grant, subject to the Reporting Person's continued employment with the Company. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:53 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 966 | $39.71 | $38,359.86 |
DisclosureSEC source: 0001209191-16-144382 · doc4.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,137 F1 · price: Represents the average of the high and low stock price on September 30, 2016. Read SEC document |
| July 01, 2016 Filed Nov 15, 2016 16:44 UTC Amendment | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150023 · doc4a.xml · nonDerivative · entry 3 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,103 F4 · shares: Represents time-based RSUs that vests 100% on the third anniversary date from the date of grant. Read SEC document |
| February 23, 2016 Filed Nov 15, 2016 16:44 UTC Amendment | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150023 · doc4a.xml · nonDerivative · entry 2 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,103 F1 · kind: Transaction involved an amendment of an outstanding grant of RSU awards that were originally granted on October 1, 2015, resulting in the deemed cancellation and regrant of the award. F3 · shares: Represents time-based RSU awards that will vest in three equal annual installments on the first, second and third anniversaries of October 1, 2015, subject to the Reporting Person's continued employment with the Company. Read SEC document |
| February 23, 2016 Filed Nov 15, 2016 16:44 UTC Amendment | POWELL INDUSTRIES INC POWL · Entity 3765 | Disposition to issuerCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150023 · doc4a.xml · nonDerivative · entry 1 COPE BRETT ALAN · CIK 0001663174 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503 F1 · kind: Transaction involved an amendment of an outstanding grant of RSU awards that were originally granted on October 1, 2015, resulting in the deemed cancellation and regrant of the award. F2 · shares: The reporting person is filing this amendment to correct an error with respect to the amount of securities deemed to have been cancelled pursuant to the transaction described in footnote (1), which in turn resulted in an error in the amount of securities reported as beneficially owned in subsequent reported transactions. 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.