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 |
|---|---|---|---|---|---|---|
| April 05, 2023 Filed Apr 6, 2023 20:53 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 4,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000019 · wf-form4_168081442122928.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,178 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 | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000011 · wf-form4_167572108926250.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,130 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 21:21 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000106 · wf-form4_166984327117575.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,480 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:07 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 720 | $119.80 | $86,256.00 |
DisclosureSEC source: 0001624794-22-000081 · wf-form4_166491404112439.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,880 Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:07 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000081 · wf-form4_166491404112439.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 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 09, 2022 Filed Aug 9, 2022 20:46 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000063 · wf-form4_166007796652635.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,964 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| April 09, 2022 Filed Apr 11, 2022 20:49 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000023 · wf-form4_164971017807203.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,908 Underlying: Common Stock · 1,500 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 |
| April 06, 2022 Filed Apr 6, 2022 20:43 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 2,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000018 · wf-form4_164927782072410.xml · derivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,408 Underlying: Common Stock · 2,572 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, 2022 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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, 2022 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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, 2022 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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 06, 2022 Filed Apr 6, 2022 20:43 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 2,097 | $114.28 | $239,645.16 |
DisclosureSEC source: 0001624794-22-000018 · wf-form4_164927782072410.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,306 Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:43 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 5,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000018 · wf-form4_164927782072410.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,257 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 |
| April 06, 2022 Filed Apr 6, 2022 22:02 UTC Amendment | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 2,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000021 · wf-form4a_164928255408094.xml · derivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,408 Underlying: Common Stock · 2,572 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. F2 · 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, 2022 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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. F2 · 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, 2022 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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. F2 · 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, 2022 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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 06, 2022 Filed Apr 6, 2022 22:02 UTC Amendment | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 2,097 | $114.28 | $239,645.16 |
DisclosureSEC source: 0001624794-22-000021 · wf-form4a_164928255408094.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,564 F1 · balance_after: This Amendment to Form 4 does not report a new transaction. This Amendment is being filed solely to correct an inadvertent mathematical error in the sum reported for the Amount of Securities Beneficially Owned following the transactions previously reported in the original Form 4 filed on April 6, 2022. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 22:02 UTC Amendment | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 5,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000021 · wf-form4a_164928255408094.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,661 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 · balance_after: This Amendment to Form 4 does not report a new transaction. This Amendment is being filed solely to correct an inadvertent mathematical error in the sum reported for the Amount of Securities Beneficially Owned following the transactions previously reported in the original Form 4 filed on April 6, 2022. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000096 · wf-form4_163735899002271.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,403 F2 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 1,800 | $142.77 | $256,986.00 |
DisclosureSEC source: 0001624794-21-000096 · wf-form4_163735899002271.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,760 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.69 to $143.11, 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 |
| October 01, 2021 Filed Oct 4, 2021 22:36 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 861 | $130.75 | $112,575.75 |
DisclosureSEC source: 0001624794-21-000082 · wf-form4_163338695744618.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,560 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:36 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000082 · wf-form4_163338695744618.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,421 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 21:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000013 · wf-form4_161774608332319.xml · derivative · entry 4 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,980 Underlying: Common Stock · 1,135 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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 |
| April 05, 2021 Filed Apr 6, 2021 21:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000013 · wf-form4_161774608332319.xml · derivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845 Underlying: Common Stock · 2,750 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, 2021 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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, 2021 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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, 2021 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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 05, 2021 Filed Apr 6, 2021 21:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 2,203 | $136.32 | $300,312.96 |
DisclosureSEC source: 0001624794-21-000013 · wf-form4_161774608332319.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,168 Read SEC document |
| April 05, 2021 Filed Apr 6, 2021 21:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 5,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000013 · wf-form4_161774608332319.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,371 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 |
| March 08, 2021 Filed Mar 8, 2021 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000011 · wf-form4_161524571509720.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,781 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 23:22 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 1,200 | $130.74 | $156,888.00 |
DisclosureSEC source: 0001624794-21-000011 · wf-form4_161524571509720.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,168 Read SEC document |
| November 17, 2020 Filed Nov 17, 2020 21:53 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000097 · wf-form4_160565000939686.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,368 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 14:39 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 942 | $77.67 | $73,165.14 |
DisclosureSEC source: 0001624794-20-000080 · wf-form4_160199517272706.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,732 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 14:39 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000080 · wf-form4_160199517272706.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,674 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, 2020 Filed Aug 8, 2020 00:47 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 700 | $71.53 | $50,071.00 |
DisclosureSEC source: 0001624794-20-000070 · wf-form4_159684762455972.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,633 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.00 to $71.70, 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 04, 2020 Filed May 4, 2020 16:08 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000041 · wf-form4_158860848552359.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,333 F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| April 06, 2020 Filed Apr 6, 2020 22:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000026 · wf-form4_158621243165371.xml · derivative · entry 4 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,595 Underlying: Common Stock · 3,000 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. F2 · 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, 2020 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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. F2 · 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, 2020 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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. F2 · 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, 2020 based on the issuer's relative total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with accrued 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 06, 2020 Filed Apr 6, 2020 22:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 2,378 | $59.34 | $141,110.52 |
DisclosureSEC source: 0001624794-20-000026 · wf-form4_158621243165371.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,808 Read SEC document |
| April 06, 2020 Filed Apr 6, 2020 22:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 6,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000026 · wf-form4_158621243165371.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,186 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 |
| April 03, 2020 Filed Apr 6, 2020 22:34 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 2,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000026 · wf-form4_158621243165371.xml · derivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,595 Underlying: Common Stock · 2,273 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 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, 2020 and 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 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 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, 2019 Filed Oct 2, 2019 22:00 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 958 | $66.92 | $64,109.36 |
DisclosureSEC source: 0001624794-19-000067 · wf-form4_157005362160330.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,136 Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 22:00 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000067 · wf-form4_157005362160330.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,094 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 24, 2019 Filed May 28, 2019 21:38 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000022 · wf-form4_155907948378215.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,909 F1 · acquired: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| April 10, 2019 Filed Apr 11, 2019 21:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionPerformance Rights · Derivative | 2,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000014 · wf-form4_155501648531023.xml · derivative · entry 3 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,322 Underlying: Common Stock · 2,201 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 100% during a three-year performance cycle ending on each of March 31, 2019 based on the issuer's relative total shareholder return in comparison to a pre-selected peer group. The performance rights vested at 95% 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 100% during a three-year performance cycle ending on each of March 31, 2019 based on the issuer's relative total shareholder return in comparison to a pre-selected peer group. The performance rights vested at 95% 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 100% during a three-year performance cycle ending on each of March 31, 2019 based on the issuer's relative total shareholder return in comparison to a pre-selected peer group. The performance rights vested at 95% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms. F2 · balance_after: 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 ending on each of March 31, 2020, 2021, and 2022 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 10, 2019 Filed Apr 11, 2019 21:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 775 | $57.68 | $44,702.00 |
DisclosureSEC source: 0001624794-19-000014 · wf-form4_155501648531023.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,224 Read SEC document |
| April 10, 2019 Filed Apr 11, 2019 21:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Exercise / conversionCommon Stock | 2,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000014 · wf-form4_155501648531023.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,999 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 |
| April 03, 2019 Filed Apr 3, 2019 21:30 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 2,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000009 · wf-form4_155432701815805.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,523 Underlying: Common Stock · 2,572 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, 2019 and ending on March 31, 2022 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, 2019 and ending on March 31, 2022 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, 2019 and ending on March 31, 2022 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 |
| February 28, 2019 Filed Mar 4, 2019 19:47 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 711 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-000606 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,433 F1 · security: RSA with 3 Year Annual vesting schedule Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 18:51 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 1,118 | $53.32 | $59,611.76 |
DisclosureSEC source: 0001593968-18-001312 · primary_01.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,144 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 18:51 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-001312 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,262 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 |
| June 05, 2018 Filed Jun 5, 2018 20:18 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000855 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,930 F1 · acquired: Represents shares donated by the Reporting Person to a charitable donor advised fund. Read SEC document |
| April 09, 2018 Filed Apr 11, 2018 14:33 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000667 · primary_01.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,951 Underlying: Common Stock · 2,750 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, 2018 and ending on March 31, 2021 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, 2018 and ending on March 31, 2021 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, 2018 and ending on March 31, 2021 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 |
| February 28, 2018 Filed Mar 2, 2018 19:18 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000461 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,230 F1 · security: RSA with 3 Year Annual vesting schedule Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 19:04 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 212 | $44.35 | $9,402.20 |
DisclosureSEC source: 0001593968-17-001078 · primary_01.xml · nonDerivative · entry 2 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 F1 · security: RSA with 3 Year Annual vesting schedule Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 19:04 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-17-001078 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,962 F1 · security: RSA with 3 Year Annual vesting schedule F2 · 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, 2017 Filed Apr 5, 2017 22:23 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantPerformance Rights · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-17-000584 · primary_01.xml · derivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,201 Underlying: Common Stock · 3,000 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, 2017 and ending on March 31, 2020 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. F2 · 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, 2017 and ending on March 31, 2020 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. F2 · 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, 2017 and ending on March 31, 2020 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 |
| February 28, 2017 Filed Mar 1, 2017 23:00 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | Tax withholdingCommon Stock | 573 | $37.10 | $21,258.30 |
DisclosureSEC source: 0001593968-17-000367 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,005 Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 19:39 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-16-001080 · primary_01.xml · nonDerivative · entry 1 Alverson Luke · CIK 0001668461 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,578 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.