Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSW · Entity 3917 | EVP, GM Contractor Solutions | October 01, 2026 | October 05, 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.
CSW INDUSTRIALS, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,385 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 1,404 · Balance 7,813 F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Row 2 · 2026-10-01 · Tax withholding · Disposed 428 · Balance 7,385 |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 934 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 934 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.
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 5, 2026 20:04 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 428 | $292.38 | $125,138.64 |
DisclosureSEC source: 0002017190-26-000004 · wk-form4_1791230682.xml · nonDerivative · entry 2 UNDERWOOD JEFF · CIK 0002017190 · EVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,385 Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:04 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0002017190-26-000004 · wk-form4_1791230682.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · EVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,813 F1 · acquired: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 22:19 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 720 | $346.96 | $249,811.20 |
DisclosureSEC source: 0002017190-26-000003 · wk-form4_1786486763.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · EVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,409 Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:06 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantPerformance Rights · Derivative | 1,808 | $0.00 | $0.00 |
DisclosureSEC source: 0002017190-26-000002 · wk-form4_1778184403.xml · derivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,808 Underlying: Common Stock · 1,808 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2026 and ending on March 31, 2029 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2026 and ending on March 31, 2029 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2026 and ending on March 31, 2029 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:29 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0002017190-26-000001 · wk-form4_1775597344.xml · derivative · entry 4 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,097 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 18 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 18 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 18 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:29 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 851 | $260.34 | $221,549.34 |
DisclosureSEC source: 0002017190-26-000001 · wk-form4_1775597344.xml · nonDerivative · entry 2 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,129 Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:29 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Exercise / conversionCommon Stock | 2,127 | $0.00 | $0.00 |
DisclosureSEC source: 0002017190-26-000001 · wk-form4_1775597344.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,980 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 18 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:53 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 370 | $278.96 | $103,215.20 |
DisclosureSEC source: 0002017190-25-000004 · wk-form4_1764712431.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,853 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:03 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 470 | $252.20 | $118,534.00 |
DisclosureSEC source: 0002017190-25-000003 · wk-form4_1759503795.xml · nonDerivative · entry 2 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,223 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:03 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0002017190-25-000003 · wk-form4_1759503795.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,693 F1 · acquired: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:02 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000037 · wk-form4_1746820946.xml · derivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,083 Underlying: Common Stock · 1,083 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000027 · wk-form4_1743800506.xml · derivative · entry 4 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 843 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 17 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 17 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 17 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 690 | $295.91 | $204,177.90 |
DisclosureSEC source: 0001624794-25-000027 · wk-form4_1743800506.xml · nonDerivative · entry 2 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,481 Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000027 · wk-form4_1743800506.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,171 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 17 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| November 08, 2024 Filed Nov 8, 2024 21:42 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 362 | $417.09 | $150,986.58 |
DisclosureSEC source: 0001624794-24-000094 · wk-form4_1731102159.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,451 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:44 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 470 | $364.56 | $171,343.20 |
DisclosureSEC source: 0001624794-24-000075 · wk-form4_1727995459.xml · nonDerivative · entry 2 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,813 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:44 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 962 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000075 · wk-form4_1727995459.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,283 F1 · acquired: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| May 29, 2024 Filed May 30, 2024 23:42 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 954 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000042 · wk-form4_1717112514.xml · derivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 954 Underlying: Common Stock · 954 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2024 and ending on March 31, 2027 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2024 and ending on March 31, 2027 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2024 and ending on March 31, 2027 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:28 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000019 · wk-form4_1712262510.xml · derivative · entry 4 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,553 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 30 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 30 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 30 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:28 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 1,265 | $231.92 | $293,378.80 |
DisclosureSEC source: 0001624794-24-000019 · wk-form4_1712262510.xml · nonDerivative · entry 2 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,321 Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:28 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 3,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000019 · wk-form4_1712262510.xml · nonDerivative · entry 1 UNDERWOOD JEFF · CIK 0002017190 · SVP, GM Contractor Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,586 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.