Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWIN DISC INCTWIN · Entity 5867 | Director · President and CEO · 10% owner | August 05, 2026 | August 07, 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.
TWIN DISC INC
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 459,955 |
Reported balance
After 2026-08-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-05 · Tax withholding · Disposed 15,479 · Balance 459,955 F1: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of restricted stock granted to the Reporting Person pursuant to Rule 16b-3(d). |
| COMMON STOCKSEC Table I · non-derivative | Direct | 538,648 |
Reported balance
After 2026-08-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-05 · Grant · Acquired 78,693 · Balance 538,648 F2: Vesting of Performance Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 501,662 |
Reported balance
After 2026-08-05 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-08-05 · Tax withholding · Disposed 36,986 · Balance 501,662 F3: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance stock granted to the Reporting Person pursuant to Rule 16b-3(d). |
| COMMON STOCKSEC Table I · non-derivative | Direct | 520,418 |
Reported balance
After 2026-08-05 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-08-05 · Grant · Acquired 18,756 · Balance 520,418 F4: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Omnibus Incentive Plan. Grant will vest 100% on 8/5/2029. |
| COMMON STOCKSEC Table I · non-derivative | Indirect401(k) | 2,457.2354 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,457.2354 |
| COMMON STOCKSEC Table I · non-derivative | IndirectAs Trustee | 160,019 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 160,019 F5: As trustee of Michael E. Batten Marital Trust. |
| COMMON STOCKSEC Table I · non-derivative | IndirectAs Trustee | 201,156 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 201,156 F6: As trustee of Michael E. Batten Family Trust. |
| COMMON STOCKSEC Table I · non-derivative | IndirectAs Trustee | 115,456 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 115,456 F7: As trustee of Elizabeth Batten Stribney Trust. |
| COMMON STOCKSEC Table I · non-derivative | IndirectAs Trustee | 114,976 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 114,976 F8: As trustee of Timothy Michael Batten Trust. |
| COMMON STOCKSEC Table I · non-derivative | IndirectAs Trustee | 106,744 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 106,744 F9: As trustee of Louise Vemet Batten Grantor Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of restricted stock granted to the Reporting Person pursuant to Rule 16b-3(d).
F2: Vesting of Performance Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan.
F3: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance stock granted to the Reporting Person pursuant to Rule 16b-3(d).
F4: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Omnibus Incentive Plan. Grant will vest 100% on 8/5/2029.
F5: As trustee of Michael E. Batten Marital Trust.
F6: As trustee of Michael E. Batten Family Trust.
F7: As trustee of Elizabeth Batten Stribney Trust.
F8: As trustee of Timothy Michael Batten Trust.
F9: As trustee of Louise Vemet Batten Grantor Trust.
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 05, 2026 Filed Aug 7, 2026 21:17 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 18,756 | $24.01 | $450,331.56 |
DisclosureSEC source: 0001437749-26-026613 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520,418 F4 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Omnibus Incentive Plan. Grant will vest 100% on 8/5/2029. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:17 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCOMMON STOCK | 36,986 | $24.01 | $888,033.86 |
DisclosureSEC source: 0001437749-26-026613 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 501,662 F3 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:17 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 78,693 | $24.01 | $1,889,418.93 |
DisclosureSEC source: 0001437749-26-026613 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,648 F2 · security: Vesting of Performance Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:17 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCOMMON STOCK | 15,479 | $23.34 | $361,217.94 |
DisclosureSEC source: 0001437749-26-026613 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459,955 F1 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of restricted stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:30 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 5,040 | $18.00 | $90,742.18 |
DisclosureSEC source: 0001437749-26-007081 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 160,019 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 27, 2026 Filed Feb 28, 2026 00:15 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 6,000 | $18.01 | $108,032.40 |
DisclosureSEC source: 0001437749-26-006158 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 165,059 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 26, 2026 Filed Feb 26, 2026 22:15 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 535 | $18.05 | $9,658.03 |
DisclosureSEC source: 0001437749-26-005908 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 171,059 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 00:15 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 2,901 | $18.02 | $52,281.24 |
DisclosureSEC source: 0001437749-26-005687 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 171,594 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 00:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 1,000 | $18.00 | $18,000.00 |
DisclosureSEC source: 0001437749-26-004613 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 201,156 F2 · ownership.nature: As trustee of Michael E. Batten Family Trust. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 00:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 1,543 | $18.04 | $27,834.95 |
DisclosureSEC source: 0001437749-26-004613 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 174,495 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 00:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 600 | $18.00 | $10,800.00 |
DisclosureSEC source: 0001437749-26-004613 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,434 Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 00:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 5,000 | $18.02 | $90,082.50 |
DisclosureSEC source: 0001437749-26-004428 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 202,156 F2 · ownership.nature: As trustee of Michael E. Batten Family Trust. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 00:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 5,000 | $18.02 | $90,095.50 |
DisclosureSEC source: 0001437749-26-004428 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 176,038 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 00:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 5,000 | $18.03 | $90,125.50 |
DisclosureSEC source: 0001437749-26-004428 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,034 Read SEC document |
| February 12, 2026 Filed Feb 12, 2026 22:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 1,500 | $18.21 | $27,315.60 |
DisclosureSEC source: 0001437749-26-003974 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 209,656 F2 · ownership.nature: As trustee of Michael E. Batten Family Trust. Read SEC document |
| February 12, 2026 Filed Feb 12, 2026 22:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 1,500 | $18.21 | $27,315.60 |
DisclosureSEC source: 0001437749-26-003974 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 183,519 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 12, 2026 Filed Feb 12, 2026 22:16 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 1,500 | $18.21 | $27,315.60 |
DisclosureSEC source: 0001437749-26-003974 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,934 Read SEC document |
| February 11, 2026 Filed Feb 11, 2026 23:33 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $18.67 | $186,673.00 |
DisclosureSEC source: 0001437749-26-003837 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 211,156 F2 · ownership.nature: As trustee of Michael E. Batten Family Trust. Read SEC document |
| February 11, 2026 Filed Feb 11, 2026 23:33 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $18.58 | $185,788.00 |
DisclosureSEC source: 0001437749-26-003837 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee Disclosed balance after: 185,019 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 11, 2026 Filed Feb 11, 2026 23:33 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $18.53 | $185,303.00 |
DisclosureSEC source: 0001437749-26-003837 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 485,434 Read SEC document |
| December 09, 2025 Filed Dec 12, 2025 01:30 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 107 | $15.90 | $1,701.30 |
DisclosureSEC source: 0001437749-25-037605 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,434 Read SEC document |
| December 08, 2025 Filed Dec 8, 2025 23:18 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 1,782 | $15.61 | $27,808.64 |
DisclosureSEC source: 0001437749-25-037189 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,541 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 23:18 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 1,190 | $16.10 | $19,156.38 |
DisclosureSEC source: 0001437749-25-037189 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497,323 Read SEC document |
| November 12, 2025 Filed Nov 15, 2025 00:15 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 9,102 | $16.14 | $146,882.61 |
DisclosureSEC source: 0001437749-25-035264 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,513 Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 13:30 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $16.28 | $162,833.00 |
DisclosureSEC source: 0001437749-25-034253 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,615 Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 13:30 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $16.33 | $163,262.00 |
DisclosureSEC source: 0001437749-25-034253 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 517,615 Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 13:30 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $16.55 | $165,541.00 |
DisclosureSEC source: 0001437749-25-034253 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,615 Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 13:30 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 10,000 | $16.44 | $164,431.00 |
DisclosureSEC source: 0001437749-25-034253 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 537,615 Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 22:50 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 15,000 | $13.10 | $196,500.00 |
DisclosureSEC source: 0001437749-25-028795 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547,615 F3 · security: As trustee of Elizabeth Batten Stribney Trust. Read SEC document |
| August 06, 2025 Filed Aug 9, 2025 00:00 UTC | TWIN DISC INC TWIN · Entity 5867 | Exercise / conversionRestricted Stock Units · Derivative | 72,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-025790 · rdgdoc.xml · derivative · entry 10 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,474 Underlying: Common Stock · 120,289 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. F9 · derivative.exercise_price: Restricted Stock Units convert into common stock based on achievement of performance objectives. F10 · derivative.exercise_date: On August 3, 2022, reporting person was granted 72,376 Restricted Stock Units with performance conditions, which vested at 166% of target based on the three-year period ending June 30, 2025. F10 · derivative.expiration_date: On August 3, 2022, reporting person was granted 72,376 Restricted Stock Units with performance conditions, which vested at 166% of target based on the three-year period ending June 30, 2025. Read SEC document |
| August 06, 2025 Filed Aug 9, 2025 00:00 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 44,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-025790 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 562,615 F3 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Omnibus Incentive Plan. Grant will vest 100% on 8/6/2028. Read SEC document |
| August 06, 2025 Filed Aug 9, 2025 00:00 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCOMMON STOCK | 56,536 | $9.02 | $509,672.04 |
DisclosureSEC source: 0001437749-25-025790 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,294 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of Restricted Stock Units with performance conditions granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 06, 2025 Filed Aug 9, 2025 00:00 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 120,289 | $9.02 | $1,084,405.34 |
DisclosureSEC source: 0001437749-25-025790 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,830 F1 · security: Vesting of Restricted Stock Units with performance conditions for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan. Read SEC document |
| August 03, 2025 Filed Aug 9, 2025 00:00 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCOMMON STOCK | 22,678 | $8.85 | $200,768.33 |
DisclosureSEC source: 0001437749-25-025791 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,541 F1 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of restricted stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 20:21 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCOMMON STOCK | 9,847 | $12.62 | $124,269.14 |
DisclosureSEC source: 0001437749-24-024900 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 472,857 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 20:21 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 20,952 | $12.62 | $264,414.24 |
DisclosureSEC source: 0001437749-24-024900 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,704 F1 · security: Vesting of Restricted Stock Units for no cash consideration pursuant to the Twin Disc, Incorporated 2018 Long-Term Incentive Compensation Plan as amended. Read SEC document |
| August 04, 2024 Filed Aug 13, 2025 22:00 UTC Amendment | TWIN DISC INC TWIN · Entity 5867 | GrantRestricted Stock Units · Derivative | 30,474 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-026597 · rdgdoc.xml · derivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,474 Underlying: Common Stock · 30,474 shares Expires 2027-08-04 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Twin Disc Inc common stock. F2 · derivative.exercise_date: The restricted stock units will vest three years from the grant date if the Reporting Person is still employed by the issuer. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 20:19 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCOMMON STOCK | 38,536 | $14.17 | $545,862.44 |
DisclosureSEC source: 0001437749-24-024492 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,752 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 20:19 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCOMMON STOCK | 72,710 | $14.17 | $1,029,937.15 |
DisclosureSEC source: 0001437749-24-024492 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,288 F1 · security: Vesting of Performance Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2018 Long-Term Incentive Compensation Plan as amended. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:16 UTC | TWIN DISC INC TWIN · Entity 5867 | SaleCOMMON STOCK | 7,114 | $14.00 | $99,596.00 |
DisclosureSEC source: 0001437749-24-018329 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,274 Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:16 UTC | TWIN DISC INC TWIN · Entity 5867 | SaleCOMMON STOCK | 5,000 | $14.00 | $70,008.50 |
DisclosureSEC source: 0001437749-24-018329 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,388 Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:16 UTC | TWIN DISC INC TWIN · Entity 5867 | SaleCOMMON STOCK | 5,000 | $14.00 | $70,005.50 |
DisclosureSEC source: 0001437749-24-018329 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 378,388 Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:16 UTC | TWIN DISC INC TWIN · Entity 5867 | SaleCOMMON STOCK | 2,662 | $14.11 | $37,558.96 |
DisclosureSEC source: 0001437749-24-018329 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,388 Read SEC document |
| August 06, 2023 Filed Aug 8, 2023 21:01 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 24,437 | $12.72 | $310,911.95 |
DisclosureSEC source: 0001437749-23-022560 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 386,050 F1 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of restricted stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 03, 2023 Filed Aug 5, 2023 00:31 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 50,971 | $12.80 | $652,428.80 |
DisclosureSEC source: 0001437749-23-022184 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,487 F3 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance stock granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 03, 2023 Filed Aug 5, 2023 00:31 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 108,448 | $12.80 | $1,388,134.40 |
DisclosureSEC source: 0001437749-23-022184 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,458 F2 · security: Vesting of Performance Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2018 Long-Term Incentive Compensation Plan as amended. Read SEC document |
| August 03, 2023 Filed Aug 5, 2023 00:31 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 32,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-022184 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,010 F1 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan as amended. Grant will vest 100% on 8/3/2026 Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 20:30 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 21,143 | $13.38 | $282,893.34 |
DisclosureSEC source: 0001437749-22-025546 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,252 F1 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of restricted stock units granted to the Reporting Person pursuant to Rule 16b-3(d). Read SEC document |
| August 03, 2022 Filed Aug 8, 2022 21:27 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantRestricted Stock Units · Derivative | 72,376 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-019416 · rdgdoc.xml · derivative · entry 8 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,376 Underlying: Common Stock · 72,376 shares Expires 2025-08-03 F7 · derivative.exercise_price: Award of Restricted Stock Units for no cash consideration pursuant to Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan. Grant will vest 100% on 8/3/2025. F8 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Twin Disc Inc. common stock, subject to adjustment based on achievement of performance objectives. The maximum number of shares issuable under this award is 144,752. Read SEC document |
| August 03, 2022 Filed Aug 8, 2022 21:27 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 48,251 | $8.29 | $400,000.79 |
DisclosureSEC source: 0001437749-22-019416 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,395 F1 · security: Award of Restricted Stock for no cash consideration pursuant to Twin Disc, Incorporated 2021 Long-Term Incentive Compensation Plan as amended. Grant will vest 100% on 8/3/2025. 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.