Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAVCO INDUSTRIES, INC.CVCO · Entity 4020 | Director | July 27, 2026 | July 30, 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.
CAVCO INDUSTRIES, INC.
Report date July 27, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,801 |
Reported balance
After 2026-07-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-27 · Grant · Acquired 225 · Balance 15,801 F1: This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company upon: (a) the 12 month anniversary of the Grant Date, or (b) the Company's next annual meeting of stockholders following the Grant Date, whichever occurs first. F2: Includes 2,851 shares underlying Restricted Stock Units allocated but not yet vested or delivered. |
| Common StockSEC Table I · non-derivative | IndirectHeld in IRA | 500 |
Reported balance
Holding disclosure · report date 2026-07-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500 F3: These shares were purchased on February 3, 2026, by the reporting person's IRA, and disclosed in the reporting person's Form 4 dated February 5, 2026. These shares should be filed as Indirect Ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company upon: (a) the 12 month anniversary of the Grant Date, or (b) the Company's next annual meeting of stockholders following the Grant Date, whichever occurs first.
F2: Includes 2,851 shares underlying Restricted Stock Units allocated but not yet vested or delivered.
F3: These shares were purchased on February 3, 2026, by the reporting person's IRA, and disclosed in the reporting person's Form 4 dated February 5, 2026. These shares should be filed as Indirect Ownership.
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 21, 2018 Filed Oct 23, 2018 22:40 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $201.80 | $0.00 |
DisclosureSEC source: 0001628280-18-012829 · wf-form4_154033439219115.xml · derivative · entry 1 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2025-10-21 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant, 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. Read SEC document |
| October 21, 2017 Filed Oct 23, 2017 21:07 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $154.75 | $0.00 |
DisclosureSEC source: 0000278166-17-000052 · wf-form4_150879286256346.xml · derivative · entry 1 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2024-10-21 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant; 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. Read SEC document |
| September 20, 2017 Filed Sep 20, 2017 23:47 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Employee Director Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $33.03 | $0.00 |
DisclosureSEC source: 0000278166-17-000046 · wf-form4_150595123773742.xml · derivative · entry 6 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2017-10-21 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: The option vested in two equal installments beginning on October 21, 2010. Read SEC document |
| September 20, 2017 Filed Sep 20, 2017 23:47 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | SaleCommon Stock | 3,000 | $136.68 | $410,043.30 |
DisclosureSEC source: 0000278166-17-000046 · wf-form4_150595123773742.xml · nonDerivative · entry 4 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,369 F2 · price: The Price in Column 4 is a weighted average price. Read SEC document |
| September 20, 2017 Filed Sep 20, 2017 23:47 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 3,000 | $33.03 | $99,090.00 |
DisclosureSEC source: 0000278166-17-000046 · wf-form4_150595123773742.xml · nonDerivative · entry 3 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,369 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 |
| September 19, 2017 Filed Sep 20, 2017 23:47 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Employee Director Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $37.90 | $0.00 |
DisclosureSEC source: 0000278166-17-000046 · wf-form4_150595123773742.xml · derivative · entry 5 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2018-10-21 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. F3 · derivative.exercise_date: The option vested in two equal installments beginning on October 21, 2011. Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 23:47 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 806 | $141.00 | $113,646.00 |
DisclosureSEC source: 0000278166-17-000046 · wf-form4_150595123773742.xml · nonDerivative · entry 2 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,369 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Greenblatt received 2,194 shares of common stock on a net exercise of option to purchase 3,000 shares of common stock. Mr. Greenblatt forfeited 806 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on September 18, 2017 of $141.00. Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 23:47 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 3,000 | $37.90 | $113,700.00 |
DisclosureSEC source: 0000278166-17-000046 · wf-form4_150595123773742.xml · nonDerivative · entry 1 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 21, 2016 Filed Oct 24, 2016 23:34 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $92.90 | $0.00 |
DisclosureSEC source: 0000278166-16-000134 · wf-form4_147735205798792.xml · derivative · entry 1 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2023-10-21 F1 · derivative.exercise_date: Shares vest 25% on the first anniversary of the grant, 25% on the second anniversary of the grant; and 50% on the third anniversary of the grant. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 14:11 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionNon-Employee Director Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $33.25 | $0.00 |
DisclosureSEC source: 0000278166-16-000132 · wf-form4_147628148970329.xml · derivative · entry 3 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2016-10-21 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_date: This option vested 25% on each of the following dates: October 21, 2009; October 21, 2010; October 21, 2011; and October 21, 2012 Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 14:11 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Tax withholdingCommon Stock | 845 | $98.32 | $83,080.40 |
DisclosureSEC source: 0000278166-16-000132 · wf-form4_147628148970329.xml · nonDerivative · entry 2 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,175 F1 · kind: Represents a "net exercise" of outstanding stock options. Mr. Greenblatt received 1,655 shares of common stock on a net exercise of option to purchase 2,500 shares of common stock. Mr. Greenblatt forfeited 845 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on October 7, 2016 of $98.32. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 14:11 UTC | CAVCO INDUSTRIES, INC. CVCO · Entity 4020 | Exercise / conversionCommon Stock | 2,500 | $33.25 | $83,125.00 |
DisclosureSEC source: 0000278166-16-000132 · wf-form4_147628148970329.xml · nonDerivative · entry 1 Greenblatt David A. · CIK 0001448344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,020 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.