Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arcosa, Inc.NYSE/ACA · Entity 3697 | Director | October 01, 2018 | October 02, 2018 |
| CSW INDUSTRIALS, INC.CSW · Entity 3917 | EVP, CFO | October 01, 2026 | October 05, 2026 |
| TRINITY INDUSTRIES INCNYSE/TRN · Entity 4439 | Senior Vice President & CFO | May 15, 2018 | May 16, 2018 |
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.
Arcosa, Inc.
Report date October 01, 2018 · Filed October 02, 2018
This filing explicitly reported no securities owned.
CSW INDUSTRIALS, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,950 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 1,404 · Balance 28,657 F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Row 2 · 2026-10-01 · Tax withholding · Disposed 707 · Balance 27,950 |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 523 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 523 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.
TRINITY INDUSTRIES INC
Report date May 15, 2018 · Filed May 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 377,394 |
Reported balance
After 2018-05-15 transaction · row 2
1 source rowRow 2 · 2018-05-15 · Tax withholding · Disposed 1,677 · Balance 377,394 |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 185 |
Reported balance
Holding disclosure · report date 2018-05-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 185 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:06 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 707 | $292.38 | $206,712.66 |
DisclosureSEC source: 0001323684-26-000006 · wk-form4_1791230762.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,950 Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:06 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-26-000006 · wk-form4_1791230762.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,657 F1 · acquired: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 20:04 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-26-000005 · wk-form4_1785960263.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,253 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:05 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantPerformance Rights · Derivative | 1,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-26-000004 · wk-form4_1778184334.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,808 Underlying: Common Stock · 1,808 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2026 and ending on March 31, 2029 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2026 and ending on March 31, 2029 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2026 and ending on March 31, 2029 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:29 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 3,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-26-000003 · wk-form4_1775597381.xml · derivative · entry 4 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,037 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 41 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 41 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 41 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:29 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 2,321 | $260.34 | $604,249.14 |
DisclosureSEC source: 0001323684-26-000003 · wk-form4_1775597381.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,753 Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:29 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Exercise / conversionCommon Stock | 5,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-26-000003 · wk-form4_1775597381.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,074 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 41 dividend equivalent units, vested at 190.7% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:04 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-26-000002 · wk-form4_1771016649.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,204 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:04 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 145 | $293.53 | $42,561.85 |
DisclosureSEC source: 0001323684-26-000001 · wk-form4_1767647032.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,204 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 21:52 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 580 | $275.00 | $159,500.00 |
DisclosureSEC source: 0001323684-25-000008 · wk-form4_1764712344.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,349 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:03 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 977 | $252.20 | $246,399.40 |
DisclosureSEC source: 0001323684-25-000007 · wk-form4_1759503824.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,929 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:03 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001323684-25-000007 · wk-form4_1759503824.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,906 F1 · acquired: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| August 12, 2025 Filed Aug 12, 2025 21:55 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 145 | $275.05 | $39,882.25 |
DisclosureSEC source: 0001323684-25-000005 · wk-form4_1755035734.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,178 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $275.01 to $275.07, 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 sold at each separate price within the range. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 22:41 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 145 | $284.18 | $41,206.10 |
DisclosureSEC source: 0001624794-25-000070 · wk-form4_1751409684.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,323 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:29 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 100 | $304.29 | $30,429.00 |
DisclosureSEC source: 0001624794-25-000065 · wk-form4_1748986159.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,468 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:29 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 45 | $303.37 | $13,651.65 |
DisclosureSEC source: 0001624794-25-000065 · wk-form4_1748986159.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,568 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $303.26 to $303.46, 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 sold at each separate price within the range. Read SEC document |
| May 27, 2025 Filed May 28, 2025 21:11 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000062 · wk-form4_1748466706.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,613 F1 · kind: On May 27, 2025, the Reporting Person transferred 1,000 shares as a bona fide gift to a charitable family fund and for which no payment or consideration was received by the Reporting Person. F1 · price: On May 27, 2025, the Reporting Person transferred 1,000 shares as a bona fide gift to a charitable family fund and for which no payment or consideration was received by the Reporting Person. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:03 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000042 · wk-form4_1746821008.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,544 Underlying: Common Stock · 1,544 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:37 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 145 | $312.87 | $45,366.15 |
DisclosureSEC source: 0001624794-25-000035 · wk-form4_1746218245.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,613 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:07 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 2,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000030 · wk-form4_1743800814.xml · derivative · entry 4 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,948 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 45 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 45 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 45 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:07 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 2,365 | $295.91 | $699,827.15 |
DisclosureSEC source: 0001624794-25-000030 · wk-form4_1743800814.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,758 Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:07 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 5,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000030 · wk-form4_1743800814.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,123 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 45 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 21:03 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 145 | $289.10 | $41,919.50 |
DisclosureSEC source: 0001624794-25-000025 · wk-form4_1743541387.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,137 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 22:57 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 100 | $308.25 | $30,825.00 |
DisclosureSEC source: 0001624794-25-000020 · wk-form4_1741042654.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,282 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 22:57 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 45 | $306.70 | $13,801.50 |
DisclosureSEC source: 0001624794-25-000020 · wk-form4_1741042654.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,382 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 145 | $315.04 | $45,680.80 |
DisclosureSEC source: 0001624794-25-000016 · wk-form4_1739918066.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,427 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on November 4, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:47 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 1,132 | $364.56 | $412,681.92 |
DisclosureSEC source: 0001624794-24-000078 · wk-form4_1727995632.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,572 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:47 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000078 · wk-form4_1727995632.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,704 F1 · acquired: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's 2024 Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| May 29, 2024 Filed May 30, 2024 23:41 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000041 · wk-form4_1717112468.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,866 Underlying: Common Stock · 1,866 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2024 and ending on March 31, 2027 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2024 and ending on March 31, 2027 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2024 and ending on March 31, 2027 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:27 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000018 · wk-form4_1712262429.xml · derivative · entry 4 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 44 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 44 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 44 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:27 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 2,131 | $231.92 | $494,221.52 |
DisclosureSEC source: 0001624794-24-000018 · wk-form4_1712262429.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,315 Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:27 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 5,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000018 · wk-form4_1712262429.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,446 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 |
| October 02, 2023 Filed Oct 3, 2023 20:33 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 1,398 | $175.24 | $244,985.52 |
DisclosureSEC source: 0001624794-23-000092 · wk-form4_1696365203.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,058 Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:33 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000092 · wk-form4_1696365203.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,456 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 21:05 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 867 | $184.10 | $159,614.70 |
DisclosureSEC source: 0001624794-23-000069 · wk-form4_1691528691.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,198 Read SEC document |
| May 30, 2023 Filed May 31, 2023 20:30 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000050 · wk-form4_1685565002.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,065 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| May 04, 2023 Filed May 5, 2023 20:09 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 3,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000029 · wf-form4_168331738044066.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,635 Underlying: Common Stock · 3,037 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 20:53 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 7,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000018 · wf-form4_168081440665019.xml · derivative · entry 3 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,598 Underlying: Common Stock · 7,279 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 116 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 116 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 116 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 20:53 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 5,141 | $138.93 | $714,239.13 |
DisclosureSEC source: 0001624794-23-000018 · wf-form4_168081440665019.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,065 Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 20:53 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 13,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000018 · wf-form4_168081440665019.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,206 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 06, 2023 Filed Feb 6, 2023 22:05 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000012 · wf-form4_167572111245946.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,183 F1 · kind: Represents bona fide charitable gifts made by the Reporting Person. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:08 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 901 | $119.80 | $107,939.80 |
DisclosureSEC source: 0001624794-22-000082 · wf-form4_166491409060115.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,183 Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:08 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 3,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000082 · wf-form4_166491409060115.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,084 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| April 09, 2022 Filed Apr 11, 2022 20:50 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 2,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000024 · wf-form4_164971019754333.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,877 Underlying: Common Stock · 2,948 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2022 and ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2022 and ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2022 and ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 564 | $130.75 | $73,743.00 |
DisclosureSEC source: 0001624794-21-000075 · wf-form4_163338679601149.xml · nonDerivative · entry 2 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,291 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000075 · wf-form4_163338679601149.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,855 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| April 05, 2021 Filed Apr 6, 2021 22:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000015 · wf-form4_161774637771765.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,929 Underlying: Common Stock · 2,650 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2021 and ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2021 and ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2021 and ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 14:40 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 4,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000083 · wf-form4_160199522189379.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,291 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| May 27, 2020 Filed May 27, 2020 19:40 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | PurchaseCommon Stock | 5,000 | $69.68 | $348,400.00 |
DisclosureSEC source: 0001624794-20-000057 · wf-form4_159060838710580.xml · nonDerivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.44 to $69.94, 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 range. Read SEC document |
| May 22, 2020 Filed May 22, 2020 18:48 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 7,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000054 · wf-form4_159017331843293.xml · derivative · entry 1 Perry James E · CIK 0001323684 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,279 Underlying: Common Stock · 7,279 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2020 and ending on March 31, 2023 based on the issuer's total shareholder return relative to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2020 and ending on March 31, 2023 based on the issuer's total shareholder return relative to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2020 and ending on March 31, 2023 based on the issuer's total shareholder return relative to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.