Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHNSON OUTDOORS INCJOUT · Entity 5520 | Vice President and CFO | December 03, 2025 | December 08, 2025 |
| TWIN DISC INCTWIN · Entity 5867 | Director | August 03, 2026 | August 04, 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.
JOHNSON OUTDOORS INC
Report date December 03, 2025 · Filed December 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,424.25 |
Ending reported balance
After 2025-12-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-03 · Grant · Acquired 6,415 · Balance 48,214.25 F1: Represents a grant of shares of Class A Common Stock all of which vest on the third anniversary of the date of grant (i.e., 12/3/28). Row 2 · 2025-12-07 · Tax withholding · Disposed 790 · Balance 47,424.25 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of shares of Class A Common Stock all of which vest on the third anniversary of the date of grant (i.e., 12/3/28).
TWIN DISC INC
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 75,280 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 179 · Balance 75,280 F1: Represents restricted stock issued in lieu of quarterly cash retainer, pursuant to an irrevocable election made under the Twin Disc, Incorporated Amended and Restated 2021 Omnibus Incentive Plan. Shares will vest on the first anniversary of the date of issuance. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock issued in lieu of quarterly cash retainer, pursuant to an irrevocable election made under the Twin Disc, Incorporated Amended and Restated 2021 Omnibus Incentive Plan. Shares will vest on the first anniversary of the date of issuance.
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 29, 2020 Filed Oct 30, 2020 20:06 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 13,296 | $5.45 | $72,503.09 |
DisclosureSEC source: 0001127602-20-027716 · form4.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,831 F1 · security: Award of Restricted Stock Pursuant to 2020 Stock Incentive Plan for Non-Employee Directors. Stock Grant will be fully vested on the date of the next annual meeting. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 15:56 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 1,000 | $83.47 | $83,470.00 |
DisclosureSEC source: 0001042167-20-000032 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,735.25 F1 · shares: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person F2 · balance_after: The number of securities beneficially owned following the reported transaction does not include: 2,439 shares of Class A Common Stock issuable in connection with a performance-based RSU award granted on December 6, 2016 that became earned on December 4, 2019 and pursuant to which the reporting person has made an election to defer receipt of these shares for a five year period. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 15:50 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | GrantClass A Common Stock | 2,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001042167-19-000101 · primary_doc.xml · nonDerivative · entry 2 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,735.25 F2 · shares: Represents shares of Class A Common Stock issuable in connection with a performance-based RSU award granted on December 6, 2016 that became earned on December 4, 2019. The reporting person has made an election to defer receipt of these shares for a five year period and consequently the number of securities beneficially owned following the reported transaction does not include the 2,439 shares whose receipt has been deferred. F2 · balance_after: Represents shares of Class A Common Stock issuable in connection with a performance-based RSU award granted on December 6, 2016 that became earned on December 4, 2019. The reporting person has made an election to defer receipt of these shares for a five year period and consequently the number of securities beneficially owned following the reported transaction does not include the 2,439 shares whose receipt has been deferred. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 15:50 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | GrantClass A Common Stock | 2,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001042167-19-000101 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,735.25 F1 · shares: Represents a grant of shares of Class A Common Stock all of which vest on the fourth anniversary of the date of grant (i.e., 12/4/23). Read SEC document |
| December 01, 2019 Filed Dec 3, 2019 20:16 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 941 | $64.59 | $60,774.49 |
DisclosureSEC source: 0001042167-19-000099 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,022.25 Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 20:42 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 6,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031530 · form4.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,535 F1 · security: Award of Restricted Stock Pursuant to 2010 Stock Incentive Plan for Non-Employee Directors. Stock Grant will be fully vested on the date of the next annual meeting. Read SEC document |
| August 09, 2019 Filed Aug 9, 2019 15:50 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 1,000 | $60.39 | $60,390.00 |
DisclosureSEC source: 0001042167-19-000066 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,957.974 F1 · shares: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| May 10, 2019 Filed May 10, 2019 19:36 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 1,000 | $82.07 | $82,070.00 |
DisclosureSEC source: 0001042167-19-000050 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,957.974 F1 · shares: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 08, 2019 Filed Feb 8, 2019 18:17 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 1,000 | $60.06 | $60,060.00 |
DisclosureSEC source: 0001042167-19-000008 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,957.974 F1 · shares: These shares are being sold by the reporting person pursuant to a 10b5-l trading plan previously adopted by the reporting person. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 20:34 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 1,152 | $71.42 | $82,275.84 |
DisclosureSEC source: 0001042167-18-000093 · primary_doc.xml · nonDerivative · entry 3 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,957.974 Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 20:34 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | GrantClass A Common Stock | 3,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001042167-18-000093 · primary_doc.xml · nonDerivative · entry 2 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,109.974 F2 · shares: Represents shares of Class A Common Stock issued in connection with a performance-based RSU award granted on December 1, 2015. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 20:34 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | GrantClass A Common Stock | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001042167-18-000093 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,816.974 F1 · shares: Class A Restricted Shares all of which shares vest on the fourth anniversary of the date of grant (i.e., 12/4/22). Read SEC document |
| December 02, 2018 Filed Dec 3, 2018 21:22 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 757 | $71.74 | $54,307.18 |
DisclosureSEC source: 0001042167-18-000089 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,366.974 Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:11 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031027 · form4.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,798 F1 · shares: Award of Restricted Stock Pursuant to 2010 Stock Incentive Plan for Non-Employee Directors. Stock Grant will be fully vested on the date of the next annual meeting. Read SEC document |
| October 24, 2018 Filed Nov 12, 2019 22:15 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | PurchaseClass A Common Stock | 5.276 | $76.24 | $402.24 |
DisclosureSEC source: 0001042167-19-000091 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,963.25 F1 · balance_after: The Class A Common Stock acquired pursuant to this transaction was purchased pursuant to an automatic dividend reinvestment plan implemented with the reporting person's broker. Read SEC document |
| July 26, 2018 Filed Oct 15, 2018 20:36 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | PurchaseClass A Common Stock | 4.238 | $81.17 | $344.00 |
DisclosureSEC source: 0001042167-18-000085 · primary_doc.xml · nonDerivative · entry 4 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123.974 F1 · balance_after: The Class A Common Stock acquired pursuant to this transaction was purchased pursuant to an automatic dividend reinvestment plan implemented with the reporting person's broker. Read SEC document |
| May 11, 2018 Filed May 11, 2018 18:27 UTC | JOHNSON OUTDOORS INC jout · Entity 5520 | SaleClass A Common Stock | 1,000 | $73.45 | $73,450.00 |
DisclosureSEC source: 0001042167-18-000054 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,101 F1 · balance_after: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| April 26, 2018 Filed Oct 15, 2018 20:36 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | PurchaseClass A Common Stock | 6.013 | $64.81 | $389.70 |
DisclosureSEC source: 0001042167-18-000085 · primary_doc.xml · nonDerivative · entry 3 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123.974 F1 · balance_after: The Class A Common Stock acquired pursuant to this transaction was purchased pursuant to an automatic dividend reinvestment plan implemented with the reporting person's broker. Read SEC document |
| January 25, 2018 Filed Oct 15, 2018 20:36 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | PurchaseClass A Common Stock | 6.089 | $63.29 | $385.37 |
DisclosureSEC source: 0001042167-18-000085 · primary_doc.xml · nonDerivative · entry 2 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123.974 F1 · balance_after: The Class A Common Stock acquired pursuant to this transaction was purchased pursuant to an automatic dividend reinvestment plan implemented with the reporting person's broker. Read SEC document |
| January 08, 2018 Filed Jan 8, 2018 18:21 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A common Stock | 1,000 | $62.31 | $62,310.00 |
DisclosureSEC source: 0001042167-18-000001 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,101 F1 · balance_after: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 06, 2017 Filed Dec 7, 2017 21:33 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | GrantClass A Common Stock | 1,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001042167-17-000121 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,101 F1 · shares: Class A Restricted Shares all of which shares vest on the fourth anniversary of the date of grant (i.e., 12/6/21). Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 17:46 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 821 | $72.01 | $59,116.11 |
DisclosureSEC source: 0001042167-17-000120 · primary_doc.xml · nonDerivative · entry 2 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,036 F1 · balance_after: As part of this reported transaction, the reporting person transferred 763 shares of common stock to his former spouse pursuant to a divorce agreement. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 17:46 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 1,111 | $72.01 | $79,997.56 |
DisclosureSEC source: 0001042167-17-000120 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,620 Read SEC document |
| October 27, 2017 Filed Oct 15, 2018 20:36 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | PurchaseClass A Common Stock | 6.634 | $73.06 | $484.68 |
DisclosureSEC source: 0001042167-18-000085 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123.974 F1 · balance_after: The Class A Common Stock acquired pursuant to this transaction was purchased pursuant to an automatic dividend reinvestment plan implemented with the reporting person's broker. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:07 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030478 · form4.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,534 F1 · shares: Award of Restricted Stock Pursuant to 2010 Stock Incentive Plan for Non-Employee Directors. Stock Grant will be fully vested on the date of the next annual meeting. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 14:05 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 1,000 | $67.02 | $67,022.70 |
DisclosureSEC source: 0001042167-17-000106 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,731 F1 · price: The price reported above is the average transaction price. The range of prices for such transactions is $66.92 to $67.16. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. F2 · balance_after: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 15, 2017 Filed Feb 15, 2017 21:53 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 2,000 | $33.65 | $67,303.80 |
DisclosureSEC source: 0001042167-17-000014 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,731 F1 · price: The price reported above is the average transaction price. The range of prices for such transactions is $33.60 to $33.70. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. F2 · balance_after: These shares are being sold by the reporting person pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 20:23 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | GrantCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001042167-16-000300 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,731 F1 · shares: Class A Restricted Shares all of which shares vest on the fourth anniversary of the date of grant (i.e., 12/6/20). F2 · balance_after: Since the date of the reporting person's last ownership report, he transferred 2,337 shares of common stock to his former spouse pursuant to a divorce agreement. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 21:37 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 1,414 | $40.71 | $57,556.87 |
DisclosureSEC source: 0001042167-16-000299 · primary_doc.xml · nonDerivative · entry 3 Johnson David W · CIK 0001346698 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,560 Read SEC document |
| December 04, 2016 Filed Dec 6, 2016 21:37 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 1,101 | $42.63 | $46,930.13 |
DisclosureSEC source: 0001042167-16-000299 · primary_doc.xml · nonDerivative · entry 2 Johnson David W · CIK 0001346698 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,974 Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 21:37 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | Tax withholdingClass A Common Stock | 620 | $42.63 | $26,427.50 |
DisclosureSEC source: 0001042167-16-000299 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,075 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 20:37 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 6,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065666 · form4.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,750 F1 · shares: Award of Restricted Stock Pursuant to 2010 Stock Incentive Plan for Non-Employee Directors. Stock Grant will be fully vested on the date of the next annual meeting. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 15:24 UTC | JOHNSON OUTDOORS INC JOUT · Entity 5520 | SaleClass A Common Stock | 3,000 | $35.53 | $106,588.50 |
DisclosureSEC source: 0001042167-16-000276 · primary_doc.xml · nonDerivative · entry 1 Johnson David W · CIK 0001346698 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,695 F1 · price: The price reported above is the weighted average transaction price. The range of prices for such transactions is $35.50 to $35.57. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. 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.