Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BWX Technologies, Inc.BWXT · Entity 656 | SVP & Chief Financial Officer | February 28, 2025 | March 04, 2025 |
| Lineage, Inc.LINE · Entity 3539 | Chief Financial Officer | August 07, 2026 | August 10, 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.
BWX Technologies, Inc.
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,787 |
Ending reported balance
After 2025-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-28 · Exercise / conversion · Acquired 760 · Balance 41,129 Row 2 · 2025-02-28 · Tax withholding · Disposed 342 · Balance 40,787 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,520 |
Reported balance
After 2025-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-28 · Exercise / conversion · Disposed 760 · Balance 1,520 F1: RSUs vest in three equal annual installments beginning February 28, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs vest in three equal annual installments beginning February 28, 2025.
Lineage, Inc.
Report date August 07, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 49,500 |
Reported balance
After 2026-08-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-07 · Purchase · Acquired 20,000 · Balance 49,500 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $41.31 to $41.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. |
| Common StockSEC Table I · non-derivative | Direct | 60,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $41.31 to $41.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 07, 2026 Filed Aug 10, 2026 21:07 UTC | Lineage, Inc. LINE · Entity 3539 | PurchaseCommon Stock | 20,000 | $41.33 | $826,638.00 |
DisclosureSEC source: 0001645808-26-000002 · wk-form4_1786396063.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 49,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $41.31 to $41.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 21:39 UTC | Lineage, Inc. LINE · Entity 3539 | PurchaseCommon Stock | 30,000 | $33.74 | $1,012,197.00 |
DisclosureSEC source: 0001645808-25-000008 · wk-form4_1763415557.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $33.73 to $33.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 22:43 UTC | Lineage, Inc. LINE · Entity 3539 | GrantLTIP Units · Derivative | 40,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001645808-25-000006 · wk-form4_1762987436.xml · derivative · entry 1 LeMasters Robb A. · CIK 0001645808 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,569 Underlying: Common Stock · 40,569 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009961 · wk-form4_1741125308.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,520 Underlying: Common Stock · 760 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_date: RSUs vest in three equal annual installments beginning February 28, 2025. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 28, 2025. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 342 | $102.13 | $34,928.46 |
DisclosureSEC source: 0001628280-25-009961 · wk-form4_1741125308.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,787 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009961 · wk-form4_1741125308.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,129 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 |
| February 27, 2025 Filed Mar 1, 2025 02:02 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009204 · wk-form4_1740794514.xml · derivative · entry 5 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,162 Underlying: Common Stock · 1,162 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. F3 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 27, 2026. F3 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 27, 2026. Read SEC document |
| February 27, 2025 Filed Mar 1, 2025 02:02 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 524 | $106.64 | $55,879.36 |
DisclosureSEC source: 0001628280-25-009204 · wk-form4_1740794514.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,369 Read SEC document |
| February 27, 2025 Filed Mar 1, 2025 02:02 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009204 · wk-form4_1740794514.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,893 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 |
| February 26, 2025 Filed Mar 1, 2025 02:02 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantEmployee Stock Option (right to buy) · Derivative | 8,973 | $0.00 Strike: $106.64 | $0.00 |
DisclosureSEC source: 0001628280-25-009204 · wk-form4_1740794514.xml · derivative · entry 4 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,973 Underlying: Common Stock · 8,973 shares Expires not disclosed F2 · derivative.exercise_date: Stock Options vest in equal annual installments beginning February 26, 2026. Stock Options expire February 26, 2035. F2 · derivative.expiration_date: Stock Options vest in equal annual installments beginning February 26, 2026. Stock Options expire February 26, 2035. Read SEC document |
| February 26, 2025 Filed Mar 1, 2025 02:02 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 2,343 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009204 · wk-form4_1740794514.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,343 Underlying: Common Stock · 2,343 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 26, 2026. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 26, 2026. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:54 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 14,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007401 · wk-form4_1740434064.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,457 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_date: Represents performance restricted stock units ("PRSU") awarded on February 18, 2022, for the performance period January 1, 2022 through December 31, 2024, for which performance goals have been achieved and certified on February 21, 2025. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 21, 2025. F1 · derivative.expiration_date: Represents performance restricted stock units ("PRSU") awarded on February 18, 2022, for the performance period January 1, 2022 through December 31, 2024, for which performance goals have been achieved and certified on February 21, 2025. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 21, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:54 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 6,520 | $104.82 | $683,426.40 |
DisclosureSEC source: 0001628280-25-007401 · wk-form4_1740434064.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,731 Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:54 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 14,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007401 · wk-form4_1740434064.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,251 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 |
| February 18, 2025 Filed Feb 18, 2025 22:03 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,129 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-006103 · wk-form4_1739916191.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,129 shares Expires 2025-02-18 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_date: Restricted stock units vest in three equal annual installments beginning February 18, 2023. Read SEC document |
| February 18, 2025 Filed Feb 18, 2025 22:03 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,010 | $106.83 | $107,898.30 |
DisclosureSEC source: 0001628280-25-006103 · wk-form4_1739916191.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,794 Read SEC document |
| February 18, 2025 Filed Feb 18, 2025 22:03 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-006103 · wk-form4_1739916191.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,804 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 |
| February 29, 2024 Filed Mar 4, 2024 22:27 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantEmployee Stock Option (right to buy) · Derivative | 8,064 | $0.00 Strike: $100.83 | $0.00 |
DisclosureSEC source: 0001628280-24-008588 · wk-form4_1709591224.xml · derivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,064 Underlying: Common Stock · 8,064 shares Expires not disclosed F2 · derivative.exercise_date: Stock options vest in three equal annual installments beginning February 29, 2025. Stock options expire February 29, 2034. F2 · derivative.expiration_date: Stock options vest in three equal annual installments beginning February 29, 2025. Stock options expire February 29, 2034. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:27 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 2,280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008588 · wk-form4_1709591224.xml · derivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,280 Underlying: Common Stock · 2,280 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 29, 2025. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 29, 2025. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:44 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008016 · wk-form4_1709243038.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,324 Underlying: Common Stock · 1,162 shares Expires 2026-02-27 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_date: RSUs vest in three equal annual installments beginning February 27, 2024. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:44 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 524 | $89.28 | $46,782.72 |
DisclosureSEC source: 0001628280-24-008016 · wk-form4_1709243038.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,675 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:44 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008016 · wk-form4_1709243038.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,199 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 |
| February 25, 2024 Filed Feb 27, 2024 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 56 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-007303 · wk-form4_1709070920.xml · derivative · entry 6 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324 Underlying: Common Stock · 56 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. F4 · derivative.exercise_date: Represents a portion of the performance restricted stock units ('PRSUs') awarded on February 25, 2021 for the performance period January 1, 2021 through December 31, 2023 for which performance goals have been achieved and certified on February 23, 2024. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 25, 2024, but the reporting person elected to defer receipt of shares underlying 1,380 of his vested PRSUs. In accordance with his deferral election, vested shares will be delivered to the reporting person in five annual installments following termination of his employment with the issuer. 56 of the vested PRSUs were converted to common stock to pay taxes associated with the deferral. F4 · derivative.expiration_date: Represents a portion of the performance restricted stock units ('PRSUs') awarded on February 25, 2021 for the performance period January 1, 2021 through December 31, 2023 for which performance goals have been achieved and certified on February 23, 2024. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 25, 2024, but the reporting person elected to defer receipt of shares underlying 1,380 of his vested PRSUs. In accordance with his deferral election, vested shares will be delivered to the reporting person in five annual installments following termination of his employment with the issuer. 56 of the vested PRSUs were converted to common stock to pay taxes associated with the deferral. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 1,380 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-007303 · wk-form4_1709070920.xml · derivative · entry 5 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,380 Underlying: Common Stock · 1,380 shares Expires not disclosed F4 · derivative.exercise_date: Represents a portion of the performance restricted stock units ('PRSUs') awarded on February 25, 2021 for the performance period January 1, 2021 through December 31, 2023 for which performance goals have been achieved and certified on February 23, 2024. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 25, 2024, but the reporting person elected to defer receipt of shares underlying 1,380 of his vested PRSUs. In accordance with his deferral election, vested shares will be delivered to the reporting person in five annual installments following termination of his employment with the issuer. 56 of the vested PRSUs were converted to common stock to pay taxes associated with the deferral. F4 · derivative.expiration_date: Represents a portion of the performance restricted stock units ('PRSUs') awarded on February 25, 2021 for the performance period January 1, 2021 through December 31, 2023 for which performance goals have been achieved and certified on February 23, 2024. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 25, 2024, but the reporting person elected to defer receipt of shares underlying 1,380 of his vested PRSUs. In accordance with his deferral election, vested shares will be delivered to the reporting person in five annual installments following termination of his employment with the issuer. 56 of the vested PRSUs were converted to common stock to pay taxes associated with the deferral. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,802 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-007303 · wk-form4_1709070920.xml · derivative · entry 4 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,802 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. F3 · derivative.exercise_date: Represents a portion of the performance restricted stock units ('PRSUs') awarded on February 25, 2021 for the performance period January 1, 2021 through December 31, 2023 for which performance goals have been achieved and certified on February 23, 2024. Each PRSU represents the right to one share of the issuer's common stock. The PRSU vested on February 25, 2024. F3 · derivative.expiration_date: Represents a portion of the performance restricted stock units ('PRSUs') awarded on February 25, 2021 for the performance period January 1, 2021 through December 31, 2023 for which performance goals have been achieved and certified on February 23, 2024. Each PRSU represents the right to one share of the issuer's common stock. The PRSU vested on February 25, 2024. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-007303 · wk-form4_1709070920.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 989 shares Expires 2024-02-25 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. F2 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 25, 2022. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,765 | $89.83 | $158,549.95 |
DisclosureSEC source: 0001628280-24-007303 · wk-form4_1709070920.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,037 F1 · shares: The reported transaction includes the withholding of 56 shares of common stock converted to pay taxes associated with the deferral by the reporting person of a portion of the Performance Restricted Stock Unit ("PRSU") award vesting on February 25, 2024. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 21:55 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 3,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-007303 · wk-form4_1709070920.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,802 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 |
| February 18, 2024 Filed Feb 21, 2024 21:40 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,129 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005933 · wk-form4_1708551537.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,129 Underlying: Common Stock · 2,129 shares Expires 2025-02-18 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_date: Restricted stock units vest in three equal annual installments beginning February 18, 2023. Read SEC document |
| February 18, 2024 Filed Feb 21, 2024 21:40 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,019 | $87.71 | $89,376.49 |
DisclosureSEC source: 0001628280-24-005933 · wk-form4_1708551537.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,955 Read SEC document |
| February 18, 2024 Filed Feb 21, 2024 21:40 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005933 · wk-form4_1708551537.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,974 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 |
| August 06, 2023 Filed Aug 8, 2023 20:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-028258 · wk-form4_1691528164.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 709 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_date: RSUs vest in two equal annual installments beginning August 6, 2022. F1 · derivative.expiration_date: RSUs vest in two equal annual installments beginning August 6, 2022. Read SEC document |
| August 06, 2023 Filed Aug 8, 2023 20:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 319 | $73.85 | $23,558.15 |
DisclosureSEC source: 0001628280-23-028258 · wk-form4_1691528164.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,845 Read SEC document |
| August 06, 2023 Filed Aug 8, 2023 20:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-028258 · wk-form4_1691528164.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,164 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 |
| February 27, 2023 Filed Mar 1, 2023 22:04 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantEmployee Stock Option (right to buy) · Derivative | 13,497 | $0.00 Strike: $61.70 | $0.00 |
DisclosureSEC source: 0001961247-23-000012 · wf-form4_167770825939914.xml · derivative · entry 5 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,497 Underlying: Common Stock · 13,497 shares Expires 2033-02-27 F3 · derivative.exercise_date: Stock options vest in three equal annual installments beginning February 27, 2024. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:04 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 3,486 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000012 · wf-form4_167770825939914.xml · derivative · entry 4 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,486 Underlying: Common Stock · 3,486 shares Expires 2026-02-27 F2 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 27, 2024. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:04 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 5,041 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000012 · wf-form4_167770825939914.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,041 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_date: Represents performance restricted stock units ("PRSU") awarded on February 27, 2020 for the performance period January 1, 2020 through December 31, 2022 for which performance goals have been achieved and certified on February 22, 2023. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 27, 2023. F1 · derivative.expiration_date: Represents performance restricted stock units ("PRSU") awarded on February 27, 2020 for the performance period January 1, 2020 through December 31, 2022 for which performance goals have been achieved and certified on February 22, 2023. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 27, 2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:04 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 2,273 | $61.70 | $140,244.10 |
DisclosureSEC source: 0001961247-23-000012 · wf-form4_167770825939914.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,455 Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:04 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 5,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000012 · wf-form4_167770825939914.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,728 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 |
| February 25, 2023 Filed Feb 27, 2023 21:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000007 · wf-form4_167753497798848.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 Underlying: Common Stock · 989 shares Expires 2024-02-25 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_date: RSUs vest in three equal annual installments beginning February 25, 2022. Read SEC document |
| February 25, 2023 Filed Feb 27, 2023 21:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 446 | $60.91 | $27,165.86 |
DisclosureSEC source: 0001961247-23-000007 · wf-form4_167753497798848.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,687 Read SEC document |
| February 25, 2023 Filed Feb 27, 2023 21:56 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000007 · wf-form4_167753497798848.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,133 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 |
| February 18, 2023 Filed Feb 22, 2023 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 2,129 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000003 · wf-form4_167710238134696.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,258 Underlying: Common Stock · 2,129 shares Expires 2025-02-18 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_date: Restricted stock units vest in three equal annual installments beginning February 18, 2023. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,041 | $60.53 | $63,011.73 |
DisclosureSEC source: 0001961247-23-000003 · wf-form4_167710238134696.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,144 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001961247-23-000003 · wf-form4_167710238134696.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,185 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 |
| August 06, 2022 Filed Aug 9, 2022 20:52 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001645808-22-000003 · wf-form4_166007829545204.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709 Underlying: Common Stock · 709 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_date: RSUs vest in two equal annual installments beginning August 6, 2022. F1 · derivative.expiration_date: RSUs vest in two equal annual installments beginning August 6, 2022. Read SEC document |
| August 06, 2022 Filed Aug 9, 2022 20:52 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 319 | $56.19 | $17,924.61 |
DisclosureSEC source: 0001645808-22-000003 · wf-form4_166007829545204.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,056 Read SEC document |
| August 06, 2022 Filed Aug 9, 2022 20:52 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001645808-22-000003 · wf-form4_166007829545204.xml · nonDerivative · entry 1 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,375 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 |
| February 25, 2022 Filed Mar 1, 2022 22:08 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001645808-22-000002 · wf-form4_164617249188634.xml · derivative · entry 3 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,978 Underlying: Common Stock · 989 shares Expires 2024-02-25 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_date: RSUs vest in three equal annual installments beginning February 25, 2022. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:08 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 498 | $49.59 | $24,695.82 |
DisclosureSEC source: 0001645808-22-000002 · wf-form4_164617249188634.xml · nonDerivative · entry 2 LeMasters Robb A. · CIK 0001645808 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,666 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.