Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HURCO COMPANIES INCHURC · Entity 6564 | Director | March 12, 2026 | March 16, 2026 |
| 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.
HURCO COMPANIES INC
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 222,614 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Grant · Acquired 5,432 · Balance 222,614 |
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 | 130,363 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 357 · Balance 130,363 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 |
|---|---|---|---|---|---|---|
| January 18, 2018 Filed Jan 19, 2018 18:22 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 2,500 | $47.66 | $119,141.00 |
DisclosureSEC source: 0001144204-18-002795 · tv483660_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,883 F1 · price: Represents the sale of 2,500 shares in multiple transactions, ranging in price from $47.225 to $48.15 per share, resulting in a weighted average sale price of $47.6564. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 17:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 3,310 | $48.45 | $160,383.73 |
DisclosureSEC source: 0001144204-18-002615 · tv483571_form4.xml · nonDerivative · entry 4 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,383 F3 · price: Represents the sale of 3,310 shares in multiple transactions, ranging in price from $48.15 to $48.725 per share, resulting in a weighted average sale price of $48.4543. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 17:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 6,990 | $47.38 | $331,151.25 |
DisclosureSEC source: 0001144204-18-002615 · tv483571_form4.xml · nonDerivative · entry 3 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,693 F2 · price: Represents the sale of 6,990 shares in multiple transactions, ranging in price from $47.05 to $48.00 per share, resulting in a weighted average sale price of $47.3750. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 17:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 3,600 | $46.79 | $168,460.92 |
DisclosureSEC source: 0001144204-18-002615 · tv483571_form4.xml · nonDerivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,683 F1 · price: Represents the sale of 3,600 shares in multiple transactions, ranging in price from $46.05 to $47.00 per share, resulting in a weighted average sale price of $46.7947. The reporting person will provide, upon request by the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price within the range. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 17:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Exercise / conversionStock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $14.82 | $0.00 |
DisclosureSEC source: 0001144204-18-002615 · tv483571_form4.xml · derivative · entry 5 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2019-12-18 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. F4 · derivative.exercise_date: Options vested in thirds on each of December 18, 2010, December 18, 2011 and December 18, 2012. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 17:59 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Exercise / conversionCommon Stock | 8,000 | $14.82 | $118,560.00 |
DisclosureSEC source: 0001144204-18-002615 · tv483571_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,283 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 |
| January 06, 2018 Filed Jan 9, 2018 21:19 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 523 | $45.40 | $23,744.20 |
DisclosureSEC source: 0001144204-18-001496 · tv482991_form4.xml · nonDerivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,283 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:19 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 776 | $45.40 | $35,230.40 |
DisclosureSEC source: 0001144204-18-001496 · tv482991_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,806 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 22:37 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 829 | $42.20 | $34,983.80 |
DisclosureSEC source: 0001144204-18-001142 · tv482833_form4.xml · nonDerivative · entry 4 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,582 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:37 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 3,567 | $42.20 | $150,527.40 |
DisclosureSEC source: 0001144204-18-001142 · tv482833_form4.xml · nonDerivative · entry 3 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,411 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:37 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GrantCommon Stock | 18,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-001142 · tv482833_form4.xml · nonDerivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,978 F1 · shares: These shares include: (a) 11,296 performance shares granted in 2015 for the performance period commencing November 1, 2014 and ending October 31, 2017 and (b) 7,405 shares of restricted stock granted under a new award on January 3, 2018. Read SEC document |
| December 05, 2017 Filed Jan 5, 2018 22:37 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-001142 · tv482833_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,277 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:03 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030472 · form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,618 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 29, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 300 | $41.75 | $12,525.00 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 8 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,277 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 1,000 | $41.70 | $41,703.00 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 7 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,577 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 400 | $41.70 | $16,681.00 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 6 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,577 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 100 | $41.70 | $4,170.10 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 5 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,977 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 100 | $41.65 | $4,165.00 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 4 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,077 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 100 | $41.60 | $4,160.00 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 3 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,177 Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 100 | $40.81 | $4,081.15 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,277 Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 20:05 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 4,900 | $40.80 | $199,920.49 |
DisclosureSEC source: 0001144204-17-050918 · v476309_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,377 Read SEC document |
| September 27, 2017 Filed Sep 27, 2017 21:01 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Exercise / conversionStock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $14.82 | $0.00 |
DisclosureSEC source: 0001144204-17-050071 · v476008_form4.xml · derivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 7,000 shares Expires 2019-12-18 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_date: These stock options vested and became exercisable over a three-year period, with one-third (1/3) of the total 15,000 options granted exercisable on each of 12/18/10, 12/18/11 and 12/18/12. Read SEC document |
| September 27, 2017 Filed Sep 27, 2017 21:01 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Exercise / conversionCommon Stock | 7,000 | $14.82 | $103,740.00 |
DisclosureSEC source: 0001144204-17-050071 · v476008_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,277 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 |
| January 20, 2017 Filed Jan 23, 2017 19:40 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 200 | $29.22 | $5,843.98 |
DisclosureSEC source: 0001144204-17-003380 · v457348_form4.xml · nonDerivative · entry 5 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,277 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 19:40 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 1,815 | $29.18 | $52,952.63 |
DisclosureSEC source: 0001144204-17-003380 · v457348_form4.xml · nonDerivative · entry 4 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,477 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 19:40 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 200 | $29.15 | $5,830.00 |
DisclosureSEC source: 0001144204-17-003380 · v457348_form4.xml · nonDerivative · entry 3 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,292 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 19:40 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 989 | $29.05 | $28,730.55 |
DisclosureSEC source: 0001144204-17-003380 · v457348_form4.xml · nonDerivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,492 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 19:40 UTC | HURCO COMPANIES INC HURC · Entity 6564 | SaleCommon Stock | 711 | $29.05 | $20,654.55 |
DisclosureSEC source: 0001144204-17-003380 · v457348_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,481 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 22:29 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 548 | $33.45 | $18,330.60 |
DisclosureSEC source: 0001144204-17-001851 · v456750_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,192 Read SEC document |
| January 06, 2017 Filed Jan 7, 2017 01:44 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 523 | $33.70 | $17,625.10 |
DisclosureSEC source: 0001144204-17-001191 · v456511_form4.xml · nonDerivative · entry 4 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,740 Read SEC document |
| January 05, 2017 Filed Jan 7, 2017 01:44 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 4,944 | $33.90 | $167,601.60 |
DisclosureSEC source: 0001144204-17-001191 · v456511_form4.xml · nonDerivative · entry 3 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,263 Read SEC document |
| January 05, 2017 Filed Jan 7, 2017 01:44 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GrantCommon Stock | 23,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-001191 · v456511_form4.xml · nonDerivative · entry 2 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,207 F1 · shares: These shares include: (a) 15,655 Performance Shares granted in 2014 for the performance period commencing November 1, 2013 and ending October 31, 2016 and (b) 7,374 shares of restricted stock granted under a new award on January 5, 2017. Read SEC document |
| January 04, 2017 Filed Jan 7, 2017 01:44 UTC | HURCO COMPANIES INC HURC · Entity 6564 | Tax withholdingCommon Stock | 829 | $34.30 | $28,434.70 |
DisclosureSEC source: 0001144204-17-001191 · v456511_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,178 Read SEC document |
| December 05, 2016 Filed Dec 5, 2016 19:56 UTC | HURCO COMPANIES INC HURC · Entity 6564 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-16-137862 · v454421_form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director · Board of Director & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,007 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 20:34 UTC | TWIN DISC INC TWIN · Entity 5867 | GrantCommon Stock | 6,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065659 · form4.xml · nonDerivative · entry 1 DOAR MICHAEL · CIK 0001264628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,834 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.