Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSW · Entity 3917 | SVP, GC & Secretary | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CSW INDUSTRIALS, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,682 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 815 · Balance 13,090 F1: 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. Row 2 · 2026-10-01 · Tax withholding · Disposed 408 · Balance 12,682 |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 1,803 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,803 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 20:07 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 408 | $292.38 | $119,291.04 |
DisclosureSEC source: 0001668461-26-000006 · wk-form4_1791230841.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,682 Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:07 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 815 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-26-000006 · wk-form4_1791230841.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,090 F1 · acquired: 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 03, 2026 Filed Aug 5, 2026 20:05 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-26-000005 · wk-form4_1785960298.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,275 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 20:06 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantPerformance Rights · Derivative | 1,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-26-000004 · wk-form4_1778184358.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,049 Underlying: Common Stock · 1,049 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 |
| May 01, 2026 Filed May 4, 2026 20:15 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 1,007 | $289.57 | $291,598.40 |
DisclosureSEC source: 0001668461-26-000003 · wk-form4_1777925722.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,450 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 1, 2025. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $285.10 to $291.46, 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 |
| April 07, 2026 Filed Apr 7, 2026 21:30 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 1,007 | $266.11 | $267,972.77 |
DisclosureSEC source: 0001668461-26-000002 · wk-form4_1775597446.xml · nonDerivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,457 F2 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 1, 2025. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $264.0500 to $268.8369, 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 |
| April 02, 2026 Filed Apr 7, 2026 21:30 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 1,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-26-000002 · wk-form4_1775597446.xml · derivative · entry 5 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,731 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 24 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 24 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 24 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 21:30 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 1,333 | $260.34 | $347,033.22 |
DisclosureSEC source: 0001668461-26-000002 · wk-form4_1775597446.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,464 Read SEC document |
| April 02, 2026 Filed Apr 7, 2026 21:30 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Exercise / conversionCommon Stock | 3,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-26-000002 · wk-form4_1775597446.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,797 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 24 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 21:05 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 500 | $316.02 | $158,010.00 |
DisclosureSEC source: 0001668461-26-000001 · wk-form4_1771016702.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,450 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:05 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-26-000001 · wk-form4_1771016702.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,950 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:53 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 280 | $272.96 | $76,427.40 |
DisclosureSEC source: 0001668461-25-000007 · wk-form4_1764712397.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,110 Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:53 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-25-000007 · wk-form4_1764712397.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,390 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:03 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | Tax withholdingCommon Stock | 492 | $252.20 | $124,082.40 |
DisclosureSEC source: 0001668461-25-000005 · wk-form4_1759503801.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,520 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:03 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-25-000005 · wk-form4_1759503801.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,012 F1 · acquired: 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 22, 2025 Filed Aug 22, 2025 20:16 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001668461-25-000003 · wk-form4_1755893757.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,009 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| May 27, 2025 Filed May 28, 2025 21:10 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 919 | $305.49 | $280,745.31 |
DisclosureSEC source: 0001624794-25-000061 · wk-form4_1748466616.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,434 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:02 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000039 · wk-form4_1746820971.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 896 Underlying: Common Stock · 896 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2025 and ending on March 31, 2028 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 22:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 919 | $303.21 | $278,649.99 |
DisclosureSEC source: 0001624794-25-000032 · wk-form4_1744840862.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,353 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:06 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000029 · wk-form4_1743800768.xml · derivative · entry 4 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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 26 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 26 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 26 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 21:06 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 1,214 | $295.91 | $359,234.74 |
DisclosureSEC source: 0001624794-25-000029 · wk-form4_1743800768.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,272 Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:06 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 3,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000029 · wk-form4_1743800768.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,486 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 26 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 |
| March 17, 2025 Filed Mar 18, 2025 22:16 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 20 | $294.82 | $5,896.40 |
DisclosureSEC source: 0001624794-25-000023 · wk-form4_1742336206.xml · nonDerivative · entry 5 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,434 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 22:16 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 103 | $294.01 | $30,283.03 |
DisclosureSEC source: 0001624794-25-000023 · wk-form4_1742336206.xml · nonDerivative · entry 4 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,454 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $293.65 to $294.41, 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 |
| March 17, 2025 Filed Mar 18, 2025 22:16 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 165 | $293.11 | $48,363.15 |
DisclosureSEC source: 0001624794-25-000023 · wk-form4_1742336206.xml · nonDerivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,557 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.56 to $293.56, 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 |
| March 17, 2025 Filed Mar 18, 2025 22:16 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 428 | $292.01 | $124,980.28 |
DisclosureSEC source: 0001624794-25-000023 · wk-form4_1742336206.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,722 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $291.55 to $292.47, 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 |
| March 17, 2025 Filed Mar 18, 2025 22:16 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 384 | $291.18 | $111,813.12 |
DisclosureSEC source: 0001624794-25-000023 · wk-form4_1742336206.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,150 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $290.54 to $291.54, 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 |
| February 18, 2025 Filed Feb 18, 2025 22:36 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 1,100 | $317.81 | $349,591.00 |
DisclosureSEC source: 0001624794-25-000017 · wk-form4_1739918158.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,534 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 75 | $360.58 | $27,043.50 |
DisclosureSEC source: 0001624794-25-000002 · wk-form4_1736983316.xml · nonDerivative · entry 6 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,634 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F7 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $360.36 to $360.62, 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 |
| January 13, 2025 Filed Jan 15, 2025 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 599 | $359.60 | $215,400.40 |
DisclosureSEC source: 0001624794-25-000002 · wk-form4_1736983316.xml · nonDerivative · entry 5 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,709 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F6 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $359.27 to $359.75, 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 |
| January 13, 2025 Filed Jan 15, 2025 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 262 | $358.76 | $93,995.12 |
DisclosureSEC source: 0001624794-25-000002 · wk-form4_1736983316.xml · nonDerivative · entry 4 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,308 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $358.24 to $359.21, 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 |
| January 13, 2025 Filed Jan 15, 2025 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 122 | $357.69 | $43,638.18 |
DisclosureSEC source: 0001624794-25-000002 · wk-form4_1736983316.xml · nonDerivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,570 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $357.21 to $358.14, 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 |
| January 13, 2025 Filed Jan 15, 2025 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 269 | $356.73 | $95,960.37 |
DisclosureSEC source: 0001624794-25-000002 · wk-form4_1736983316.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,692 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $356.01 to $356.99, 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 |
| January 13, 2025 Filed Jan 15, 2025 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 195 | $354.23 | $69,074.85 |
DisclosureSEC source: 0001624794-25-000002 · wk-form4_1736983316.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,961 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $353.82 to $354.59, 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 |
| December 16, 2024 Filed Dec 16, 2024 22:30 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 1,416 | $387.15 | $548,204.40 |
DisclosureSEC source: 0001624794-24-000099 · wk-form4_1734388233.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,156 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 11, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:48 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 549 | $364.56 | $200,143.44 |
DisclosureSEC source: 0001624794-24-000079 · wk-form4_1727995685.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,572 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:48 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000079 · wk-form4_1727995685.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,121 F1 · acquired: 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 29, 2024 Filed May 30, 2024 23:39 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000039 · wk-form4_1717112368.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,093 Underlying: Common Stock · 1,093 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 20:25 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000017 · wk-form4_1712262344.xml · derivative · entry 4 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,135 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 24 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 24 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 24 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 20:25 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 927 | $231.92 | $214,989.84 |
DisclosureSEC source: 0001624794-24-000017 · wk-form4_1712262344.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,307 Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 20:25 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 2,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000017 · wk-form4_1712262344.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,234 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 07, 2024 Filed Feb 7, 2024 21:50 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000010 · wk-form4_1707342627.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,916 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 648 | $175.24 | $113,555.52 |
DisclosureSEC source: 0001624794-23-000094 · wk-form4_1696365243.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,349 Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000094 · wk-form4_1696365243.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,997 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 21:03 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 2,787 | $183.32 | $510,912.84 |
DisclosureSEC source: 0001624794-23-000068 · wk-form4_1691528613.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,710 Read SEC document |
| May 30, 2023 Filed May 31, 2023 20:28 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000049 · wk-form4_1685564915.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,497 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| May 30, 2023 Filed May 31, 2023 20:28 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 600 | $144.68 | $86,808.00 |
DisclosureSEC source: 0001624794-23-000049 · wk-form4_1685564915.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,947 Read SEC document |
| May 04, 2023 Filed May 5, 2023 20:09 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000027 · wf-form4_168331733458917.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,366 Underlying: Common Stock · 1,731 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 | 2,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000019 · wf-form4_168081442122928.xml · derivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,635 Underlying: Common Stock · 2,273 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 46 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 46 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 46 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 | 1,631 | $138.93 | $226,594.83 |
DisclosureSEC source: 0001624794-23-000019 · wf-form4_168081442122928.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,547 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.