Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENSIGN GROUP, INCENSG · Entity 3521 | Director | July 15, 2026 | July 17, 2026 |
| Keystone Private Income FundN/A · Entity 29569 | Director | August 01, 2025 | August 19, 2025 |
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.
ENSIGN GROUP, INC
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,926 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 600 · Balance 24,926 F1: These shares vest in three equal annual installments beginning July 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest in three equal annual installments beginning July 15, 2027.
Keystone Private Income Fund
Report date August 01, 2025 · Filed August 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class Y SharesSEC Table I · non-derivative | IndirectBy Daren and Louise Shaw Trust | 5,060.729 |
Reported balance
After 2025-08-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-08-01 · Purchase · Acquired 5,060.729 · Balance 5,060.729 F1: Subscription of shares was dated August 1, 2025, with NAV per share pricing as of August 1, 2025, which was finalized on August 19, 2025. F2: Shares are held by Daren and Louise Shaw Trust, of which Mr. Daren Shaw is one of the trustees and beneficiaries. |
| Class Y SharesSEC Table I · non-derivative | Direct | 4,985.566 |
Reported balance
Holding disclosure · report date 2025-08-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,985.566 |
Filing footnotes · ownership attribution and instrument terms
F1: Subscription of shares was dated August 1, 2025, with NAV per share pricing as of August 1, 2025, which was finalized on August 19, 2025.
F2: Shares are held by Daren and Louise Shaw Trust, of which Mr. Daren Shaw is one of the trustees and beneficiaries.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PROFIRE ENERGY INC
Report date January 03, 2025 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Other · Disposed 645,554 · Balance 0 F1: All shares were sold pursuant to a tender offer to purchase all of the Issuer's outstanding shares of Common Stock by Combustion Merger Sub, Inc. (the "Purchaser"), which was a wholly-owned subsidiary of CECO Environmental Corp. (the "Parent), pursuant to the Agreement and Plan of Merger dated as of October 28, 2024, among the Issuer, Parent and Purchaser. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares were sold pursuant to a tender offer to purchase all of the Issuer's outstanding shares of Common Stock by Combustion Merger Sub, Inc. (the "Purchaser"), which was a wholly-owned subsidiary of CECO Environmental Corp. (the "Parent), pursuant to the Agreement and Plan of Merger dated as of October 28, 2024, among the Issuer, Parent and Purchaser.
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 15, 2019 Filed Apr 18, 2019 01:35 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $51.78 | $77,670.00 |
DisclosureSEC source: 0001125376-19-000051 · wf-form4_155555133523999.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 F1 · shares: These shares vest in three annual installments beginning April 15, 2020. Read SEC document |
| January 15, 2019 Filed Jan 18, 2019 00:04 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $41.68 | $62,520.00 |
DisclosureSEC source: 0001125376-19-000008 · wf-form4_154776985017857.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,500 F1 · shares: These shares vest in three annual installments beginning January 15, 2020. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 23:23 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $37.78 | $56,670.00 |
DisclosureSEC source: 0001125376-18-000155 · wf-form4_153981858188694.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 F1 · shares: These shares vest in three equal annual installments beginning on October 15, 2019. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 23:18 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $37.50 | $56,250.00 |
DisclosureSEC source: 0001125376-18-000118 · wf-form4_153195588469540.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 F1 · shares: These shares vest in three annual installments beginning July 16, 2018. Read SEC document |
| June 14, 2018 Filed Apr 23, 2019 17:17 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | GrantCommon Stock | 17,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001548135-19-000002 · wf-form4_155605422406001.xml · nonDerivative · entry 2 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,829 F2 · shares: On June 14, 2018, the reporting person was granted 17,427 restricted stock units, 8,713 of which vested on June 14, 2018, and 8,714 of which vested on June 14, 2019. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 22:07 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $27.97 | $41,955.00 |
DisclosureSEC source: 0001125376-18-000065 · wf-form4_152408918649688.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 F1 · shares: These shares vest in three annual installments beginning April 16, 2018. Read SEC document |
| January 16, 2018 Filed Jan 19, 2018 01:51 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $23.61 | $35,415.00 |
DisclosureSEC source: 0001125376-18-000020 · wf-form4_151632664855759.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,500 F1 · shares: These shares vest in three annual installments beginning January 16, 2018 Read SEC document |
| October 16, 2017 Filed Oct 19, 2017 23:10 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $21.96 | $32,940.00 |
DisclosureSEC source: 0001125376-17-000124 · wf-form4_150845462960338.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 F1 · shares: These shares vest in three annual installments beginning October 16, 2017. Read SEC document |
| September 15, 2017 Filed Apr 23, 2019 17:17 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | GrantCommon Stock | 32,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001548135-19-000002 · wf-form4_155605422406001.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,402 F1 · shares: The reporting person inadvertently failed to report the acquisition of these shares at the time of acquisition. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 22:55 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $21.53 | $32,295.00 |
DisclosureSEC source: 0001125376-17-000085 · wf-form4_150050491304384.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 F1 · shares: These shares vest in three annual installments beginning July 17, 2017. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 23:30 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $18.47 | $27,705.00 |
DisclosureSEC source: 0001125376-17-000037 · wf-form4_149264462898574.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · shares: These shares vest in three annual installments beginning April 17, 2017. Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 01:27 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $20.68 | $31,020.00 |
DisclosureSEC source: 0001125376-17-000009 · wf-form4_148487565321240.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,500 F1 · shares: These shares vest in three annual installments beginning January 17, 2017. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 17:34 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | PurchaseCommon Stock | 20,000 | $1.25 | $25,000.00 |
DisclosureSEC source: 0001096906-16-002070 · primary_doc.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,375 Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 22:00 UTC | ENSIGN GROUP, INC ENSG · Entity 3521 | GrantCommon Stock | 1,500 | $19.61 | $29,415.00 |
DisclosureSEC source: 0001125376-16-000258 · wf-form4_147691444433882.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 F1 · shares: These shares vest in three annual installments beginning October 17, 2016. Read SEC document |
| September 15, 2016 Filed Sep 27, 2016 13:42 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | GrantCommon Stock | 69,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001096906-16-001915 · primary_doc.xml · nonDerivative · entry 3 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,375 Read SEC document |
| October 30, 2015 Filed Sep 27, 2016 13:42 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | GrantCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096906-16-001915 · primary_doc.xml · nonDerivative · entry 2 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,953 F2 · shares: The reporting person inadvertently failed to report the acquisition of these shares at the time of acquisition. Read SEC document |
| September 18, 2015 Filed Sep 27, 2016 13:42 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | Exercise / conversionRestricted Stock Units · Derivative | 19,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001096906-16-001915 · primary_doc.xml · derivative · entry 4 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,953 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On September 18, 2014 the reporting person was granted 19,953 restricted stock units, 9,977 of which vested on September 18, 2014 and 9,976 of which vested on September 18, 2015. F3 · derivative.expiration_date: On September 18, 2014 the reporting person was granted 19,953 restricted stock units, 9,977 of which vested on September 18, 2014 and 9,976 of which vested on September 18, 2015. Read SEC document |
| September 18, 2015 Filed Sep 27, 2016 13:42 UTC | PROFIRE ENERGY INC PFIE · Entity 84498 | Exercise / conversionCommon Stock | 19,953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001096906-16-001915 · primary_doc.xml · nonDerivative · entry 1 Shaw Daren · CIK 0001548135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,953 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 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.