Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AeroVironment IncAVAV · Entity 3683 | Chief Operating Officer | July 02, 2026 | July 06, 2026 |
| BWX Technologies, Inc.BWXT · Entity 656 | President, Gov. Operations | January 11, 2022 | January 13, 2022 |
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.
AeroVironment Inc
Report date July 02, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,816 |
Reported balance
After 2026-07-02 transaction · row 1
1 source rowRow 1 · 2026-07-02 · Grant · Acquired 2,016 · Balance 3,816 F1: Restricted Stock Awards vest in 3 equal installments on each of July 11, 2027, 2028 and 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Awards vest in 3 equal installments on each of July 11, 2027, 2028 and 2029.
BWX Technologies, Inc.
Report date January 11, 2022 · Filed January 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,142 |
Ending reported balance
After 2022-01-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-11 · Exercise / conversion · Acquired 3,790 · Balance 3,790 Row 2 · 2022-01-11 · Tax withholding · Disposed 1,648 · Balance 2,142 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,580 |
Reported balance
After 2022-01-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-11 · Exercise / conversion · Disposed 3,790 · Balance 7,580 F1: RSUs vested in three equal annual installments beginning January 11, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs vested in three equal annual installments beginning January 11, 2022.
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 |
|---|---|---|---|---|---|---|
| July 02, 2026 Filed Jul 6, 2026 21:16 UTC | AeroVironment Inc AVAV · Entity 3683 | GrantCommon Stock | 2,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001839727-26-000009 · form4-07062026_090759.xml · nonDerivative · entry 1 Smith Robert Fendlay · CIK 0001839727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,816 F1 · shares: Restricted Stock Awards vest in 3 equal installments on each of July 11, 2027, 2028 and 2029. Read SEC document |
| April 13, 2026 Filed Apr 21, 2026 23:58 UTC | AeroVironment Inc AVAV · Entity 3683 | GrantCommon Stock | 1,800 | $194.39 | $349,902.00 |
DisclosureSEC source: 0001839727-26-000007 · form4-04212026_110409.xml · nonDerivative · entry 1 Smith Robert Fendlay · CIK 0001839727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 F1 · date: This Form 4 is filed late due to administrative delays in regaining EDGAR access following the EDGAR Next transition. Mr. Smith previously held a CIK from 2021 but was not subject to Section 16 reporting requirements during the 2025 mandatory enrollment period and consequently his legacy account credentials were deactivated by the Commission. An Amended Form ID was submitted on April 8, 2026 and access was granted on April 21, 2026. This report is being filed immediately following receipt of such access. F2 · shares: Restricted Stock Awards vest in 3 equal installments on each of July 11, 2027, 2028 and 2029. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 3,790 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001839727-22-000001 · wf-form4_164211039693093.xml · derivative · entry 3 Smith Robert Fendlay · CIK 0001839727 · President, Gov. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,580 Underlying: Common Stock · 3,790 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_date: RSUs vested in three equal annual installments beginning January 11, 2022. F1 · derivative.expiration_date: RSUs vested in three equal annual installments beginning January 11, 2022. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,648 | $48.82 | $80,455.36 |
DisclosureSEC source: 0001839727-22-000001 · wf-form4_164211039693093.xml · nonDerivative · entry 2 Smith Robert Fendlay · CIK 0001839727 · President, Gov. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,142 Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:46 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001839727-22-000001 · wf-form4_164211039693093.xml · nonDerivative · entry 1 Smith Robert Fendlay · CIK 0001839727 · President, Gov. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,790 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 25, 2021 Filed Mar 2, 2021 00:24 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 3,369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-21-000014 · wf-form4_161464463710449.xml · derivative · entry 1 Smith Robert Fendlay · CIK 0001839727 · President, Gov. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,369 Underlying: Common Stock · 3,369 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 25, 2022. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 25, 2022. Read SEC document |
| January 11, 2021 Filed Jan 12, 2021 21:45 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 11,370 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001492627-21-000005 · wf-form4_161048791015509.xml · derivative · entry 1 Smith Robert Fendlay · CIK 0001839727 · President, Gov. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,370 Underlying: Common Stock · 11,370 shares Expires not disclosed F1 · derivative.exercise_date: Restricted stock units vest in three equal annual installments beginning January 11, 2022. F1 · derivative.expiration_date: Restricted stock units vest in three equal annual installments beginning January 11, 2022. 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.