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 |
|---|---|---|---|---|---|---|
| April 22, 2022 Filed Aug 12, 2022 20:17 UTC | TWIN DISC INC TWIN · Entity 5867 | GiftCommon Stock | 8,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020350 · rdgdoc.xml · nonDerivative · entry 4 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 54,152 F4 · kind: Bona fide gift received from the Michael E. Batten Family Trust by the Elizabeth Batten Stribney Grantor Trust Read SEC document |
| April 22, 2022 Filed Aug 12, 2022 20:17 UTC | TWIN DISC INC TWIN · Entity 5867 | GiftCommon Stock | 8,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020350 · rdgdoc.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 53,672 F3 · kind: Bona fide gift received from the Michael E. Batten Family Trust by the Timothy Michael Batten Grantor Trust Read SEC document |
| April 22, 2022 Filed Aug 12, 2022 20:17 UTC | TWIN DISC INC TWIN · Entity 5867 | GiftCommon Stock | 8,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020350 · rdgdoc.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 221,156 F2 · kind: Bona fide gift from the Michael E. Batten Family Trust to the Elizabeth Batten Stribney Grantor Trust Read SEC document |
| April 22, 2022 Filed Aug 12, 2022 20:17 UTC | TWIN DISC INC TWIN · Entity 5867 | GiftCommon Stock | 8,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-020350 · rdgdoc.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 229,868 F1 · kind: Bona fide gift from the Michael E. Batten Family Trust to the Timothy Michael Batten Grantor Trust Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 18:28 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 8,684 | $12.90 | $111,980.18 |
DisclosureSEC source: 0001127602-21-024337 · form4.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,144 F2 · 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) plan. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 18:28 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 18,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024337 · form4.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,828 F1 · security: Represents shares of common stock acquired by the Reporting Person upon the vesting of restricted stock units granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 19:49 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantRestricted Stock Units · Derivative | 20,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023242 · form4.xml · derivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,952 Underlying: Common Stock · 20,952 shares Expires 2024-08-04 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive on 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 |
| August 13, 2020 Filed Aug 17, 2020 20:20 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 6,113 | $6.59 | $40,254.11 |
DisclosureSEC source: 0001127602-20-023685 · form4.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,352 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:20 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 6,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023685 · form4.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,465 F1 · security: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:01 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 51,994 | $5.77 | $300,005.38 |
DisclosureSEC source: 0001127602-20-023226 · form4.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,572 F1 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2018 Long Term Incentive Compensation Plan as amended. Grant will vest 100% on 8/6/2023. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:09 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 9,052 | $5.85 | $52,908.94 |
DisclosureSEC source: 0001127602-20-022856 · form4.xml · nonDerivative · entry 1 BATTEN JOHN H · CIK 0001226982 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,578 F1 · security: Shares surrendered to Company to satisfy tax withholding upon vesting of restricted stock granted 8/2/17. Read SEC document |
| October 31, 2019 Filed Nov 5, 2019 21:09 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 44,986 | $10.67 | $480,000.62 |
DisclosureSEC source: 0001127602-19-031874 · form4.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: 224,630 F1 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2018 Long Term Incentive Compensation Plan as amended. Grant will vest 100% on 10/31/2022. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 15:13 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 12,415 | $12.43 | $154,318.45 |
DisclosureSEC source: 0001127602-19-025768 · form4.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,644 F2 · security: Represents shares of common stock withheld by the issuer to satisfy tax obligations in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 15:13 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 26,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025768 · form4.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: 192,059 F1 · security: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 20:17 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 15,743 | $12.69 | $199,699.96 |
DisclosureSEC source: 0001127602-19-025512 · form4.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: 165,645 F1 · security: Shares surrendered to Company to satisfy tax withholding obligation upon vesting of restricted stock granted 7/28/16. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 21:07 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 1,867 | $25.58 | $47,748.53 |
DisclosureSEC source: 0001127602-18-024467 · form4.xml · nonDerivative · entry 3 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,388 F3 · security: Represents shares of withheld by the issuer to satisfy tax obligation in connection with the vesting of performance shares granted to the Reporting Person pursuant to Rule 16b-3(d) plan. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 21:07 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 3,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-024467 · form4.xml · nonDerivative · entry 2 BATTEN JOHN H · CIK 0001226982 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,255 F2 · security: Represents shares of common shares acquired by the Reporting Person upon the vesting of performance shares granted pursuant to Rule 16b-3(d) plan. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 21:07 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 9,644 | $26.19 | $252,576.36 |
DisclosureSEC source: 0001127602-18-024467 · form4.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: 179,283 F1 · security: Shares surrendered to Company to satisfy tax withholding obligation upon vesting of restricted stock granted on 7/31/15. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 21:20 UTC | TWIN DISC INC TWIN · Entity 5867 | SaleCommon Stock | 3,000 | $27.31 | $81,920.70 |
DisclosureSEC source: 0001127602-17-032999 · form4.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: 188,927 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.25 to $27.467464, inclusive. The reporting person undertakes to provide to Twin Disc, Incorporated, any security holder of Twin Disc, Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 20:33 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 19,259 | $16.94 | $326,247.46 |
DisclosureSEC source: 0001127602-17-025011 · form4.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: 191,927 F1 · security: Award of Restricted Stock for no cash consideration pursuant to the Twin Disc, Incorporated 2010 Long Term Incentive Compensation Plan as amended. Grant will vest 100% on 8/2/2020. Read SEC document |
| July 30, 2017 Filed Aug 1, 2017 21:04 UTC | TWIN DISC INC TWIN · Entity 5867 | Tax withholdingCommon Stock | 5,459 | $17.05 | $93,059.57 |
DisclosureSEC source: 0001127602-17-024554 · form4.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: 172,668 F1 · security: Shares surrendered to Company to satisfy tax withholding obligation upon vesting of restricted stock granted on 7/30/14. Read SEC document |
| February 13, 2016 Filed Feb 13, 2026 23:00 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 2,500 | $18.11 | $45,281.75 |
DisclosureSEC source: 0001437749-26-004184 · 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: 207,156 F2 · ownership.nature: As trustee of Michael E. Batten Family Trust. Read SEC document |
| February 13, 2016 Filed Feb 13, 2026 23:00 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 2,481 | $18.07 | $44,819.27 |
DisclosureSEC source: 0001437749-26-004184 · 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: 181,038 F1 · ownership.nature: As trustee of Michael E. Batten Marital Trust. Read SEC document |
| February 13, 2016 Filed Feb 13, 2026 23:00 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 2,900 | $18.08 | $52,419.82 |
DisclosureSEC source: 0001437749-26-004184 · 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: 481,034 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.