Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MasterCraft Boat Holdings, Inc.MCFT · Entity 5403 | Sr. Vice President | September 23, 2026 | September 25, 2026 |
| RCM TECHNOLOGIES, INC.RCMT · Entity 5951 | See Explanation of Responses | June 02, 2020 | June 02, 2020 |
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.
MasterCraft Boat Holdings, Inc.
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,394 |
Reported balance
After 2026-09-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-23 · Grant · Acquired 2,024 · Balance 4,394 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: On September 23, 2026, the reporting person was granted 2,024 RSUs, representing a pro-rated amount for the Company's six-month transition period resulting from the change in the Company's fiscal year-end. The RSUs will vest in three equal installments on June 30, 2027, 2028, and 2029. |
| Common StockSEC Table I · non-derivative | Direct | 10,381 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,381 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: On September 23, 2026, the reporting person was granted 2,024 RSUs, representing a pro-rated amount for the Company's six-month transition period resulting from the change in the Company's fiscal year-end. The RSUs will vest in three equal installments on June 30, 2027, 2028, and 2029.
RCM TECHNOLOGIES, INC.
Report date June 02, 2020 · Filed June 02, 2020
Jointly reported with Vizi Bradley, Michael F. O'Connell & Margo L. O'Connell Revocable Trust, HARVEST FINANCIAL CORPORATION, IRS Partners No. 19, L.P., M2O, Inc., Leonetti/O'Connell Family Foundation
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2020-06-02 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-06-02 · Sale · Disposed 2,692,065 · Balance 0 F1: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently. F2: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F3: Securities of the Issuer previously owned by IRS 19. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2020-06-02 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2020-06-02 · Sale · Disposed 266,074 · Balance 0 F1: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently. F2: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F4: Securities of the Issuer previously owned by the Foundation. |
| Common StockSEC Table I · non-derivative | Direct | 1,162,526 |
Reported balance
After 2020-06-02 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2020-06-02 · Purchase · Acquired 850,000 · Balance 1,162,526 F1: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently. F2: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5: Includes 150,000 shares of Common Stock underlying certain restricted stock units, which will vest annually in three equal installments beginning on January 15, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently.
F2: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose.
F3: Securities of the Issuer previously owned by IRS 19.
F4: Securities of the Issuer previously owned by the Foundation.
F5: Includes 150,000 shares of Common Stock underlying certain restricted stock units, which will vest annually in three equal installments beginning on January 15, 2021.
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 |
|---|---|---|---|---|---|---|
| September 23, 2026 Filed Sep 25, 2026 11:52 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | GrantRestricted Stock Unit · Derivative | 2,024 | $20.07 | $40,621.68 |
DisclosureSEC source: 0001193125-26-401624 · ownership.xml · derivative · entry 2 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,394 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: On September 23, 2026, the reporting person was granted 2,024 RSUs, representing a pro-rated amount for the Company's six-month transition period resulting from the change in the Company's fiscal year-end. The RSUs will vest in three equal installments on June 30, 2027, 2028, and 2029. F2 · derivative.expiration_date: On September 23, 2026, the reporting person was granted 2,024 RSUs, representing a pro-rated amount for the Company's six-month transition period resulting from the change in the Company's fiscal year-end. The RSUs will vest in three equal installments on June 30, 2027, 2028, and 2029. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 12:09 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | Exercise / conversionRestricted Stock Unit · Derivative | 3,250 | $24.15 | $78,487.50 |
DisclosureSEC source: 0001193125-26-385925 · ownership.xml · derivative · entry 3 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,370 Underlying: Common Stock · 0 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: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. F1 · shares: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. F1 · derivative.exercise_date: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. F1 · derivative.expiration_date: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 12:09 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | Tax withholdingCommon Stock | 1,278 | $24.15 | $30,863.70 |
DisclosureSEC source: 0001193125-26-385925 · ownership.xml · nonDerivative · entry 2 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,381 F2 · shares: Represents the surrender of shares for payment of taxes in connection with the vesting and conversion of RSUs. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 12:09 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | Exercise / conversionCommon Stock | 3,250 | $24.15 | $78,487.50 |
DisclosureSEC source: 0001193125-26-385925 · ownership.xml · nonDerivative · entry 1 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,659 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 · shares: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:15 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | Exercise / conversionRestricted Stock Unit · Derivative | 1,185 | $25.82 | $30,596.70 |
DisclosureSEC source: 0001539145-26-000006 · ownership.xml · derivative · entry 3 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,620 Underlying: Common Stock · 0 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: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. F1 · shares: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. F1 · derivative.exercise_date: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. F1 · derivative.expiration_date: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:15 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | Tax withholdingCommon Stock | 2,687 | $25.82 | $69,378.34 |
DisclosureSEC source: 0001539145-26-000006 · ownership.xml · nonDerivative · entry 2 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,409 F2 · shares: Represents the surrender of shares for payment of taxes in connection with the vesting of restricted stock awards and conversion of RSUs. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:15 UTC | MasterCraft Boat Holdings, Inc. MCFT · Entity 5403 | Exercise / conversionCommon Stock | 1,185 | $25.82 | $30,596.70 |
DisclosureSEC source: 0001539145-26-000006 · ownership.xml · nonDerivative · entry 1 O'CONNELL MICHAEL · CIK 0001539145 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,096 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 · shares: The reported transaction reflects the vesting and settlement of restricted stock units ("RSUs") previously granted to the reporting person. Upon vesting, the RSUs were automatically converted into an equivalent number of shares of common stock on a one-for-one basis. Read SEC document |
| June 02, 2020 Filed Jun 2, 2020 21:20 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | PurchaseCommon Stock | 850,000 | $1.20 | $1,020,000.00 |
DisclosureSEC source: 0000921895-20-001681 · form412254002_06022020.xml · nonDerivative · entry 3 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · See Explanation of Responses Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · See Explanation of Responses O'CONNELL MICHAEL · CIK 0001539145 · See Explanation of Responses HARVEST FINANCIAL CORPORATION · CIK 0000351952 · See Explanation of Responses IRS Partners No. 19, L.P. · CIK 0001556235 · See Explanation of Responses M2O, Inc. · CIK 0001556221 · See Explanation of Responses Leonetti/O'Connell Family Foundation · CIK 0001556241 · See Explanation of Responses Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162,526 F1 · security: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently. F2 · security: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · balance_after: Includes 150,000 shares of Common Stock underlying certain restricted stock units, which will vest annually in three equal installments beginning on January 15, 2021. Read SEC document |
| June 02, 2020 Filed Jun 2, 2020 21:20 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | SaleCommon Stock | 266,074 | $1.20 | $319,288.80 |
DisclosureSEC source: 0000921895-20-001681 · form412254002_06022020.xml · nonDerivative · entry 2 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · See Explanation of Responses Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · See Explanation of Responses O'CONNELL MICHAEL · CIK 0001539145 · See Explanation of Responses HARVEST FINANCIAL CORPORATION · CIK 0000351952 · See Explanation of Responses IRS Partners No. 19, L.P. · CIK 0001556235 · See Explanation of Responses M2O, Inc. · CIK 0001556221 · See Explanation of Responses Leonetti/O'Connell Family Foundation · CIK 0001556241 · See Explanation of Responses Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · security: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently. F2 · security: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F4 · ownership.nature: Securities of the Issuer previously owned by the Foundation. Read SEC document |
| June 02, 2020 Filed Jun 2, 2020 21:20 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | SaleCommon Stock | 2,692,065 | $1.20 | $3,230,478.00 |
DisclosureSEC source: 0000921895-20-001681 · form412254002_06022020.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · See Explanation of Responses Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · See Explanation of Responses O'CONNELL MICHAEL · CIK 0001539145 · See Explanation of Responses HARVEST FINANCIAL CORPORATION · CIK 0000351952 · See Explanation of Responses IRS Partners No. 19, L.P. · CIK 0001556235 · See Explanation of Responses M2O, Inc. · CIK 0001556221 · See Explanation of Responses Leonetti/O'Connell Family Foundation · CIK 0001556241 · See Explanation of Responses Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · security: This Form 4 is being filed jointly by IRS Partners No. 19, L.P. ("IRS 19"), M2O, Inc., The Michael F. O'Connell and Margo L. O'Connell Revocable Trust, The Leonetti/O'Connell Family Foundation, a Delaware non-profit corporation (the "Foundation"), Michael O'Connell, Harvest Financial Corporation and Bradley Vizi (each a "Reporting Person" and collectively, the "Reporting Persons"). Effective June 2, 2020, the Reporting Persons ceased to be members of a Section 13(d) group. Mr. Vizi will continue to file Form 4s independently. F2 · security: Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F3 · ownership.nature: Securities of the Issuer previously owned by IRS 19. Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 21:26 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001241 · doc1.xml · nonDerivative · entry 2 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,526 F1 · security: 1. This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F6 · price: Granted in the form of restricted stock units as employment compensation, and subject to vesting in three equal installments on first three anniversaries of the date of grant. F7 · balance_after: Includes 3,000 shares purchased pursuant to the Issuer's Employee Stock Purchase Plan since the reporting person's most recent filing under Section 16. F8 · balance_after: Includes 35,000 restricted stock units that vested in 2019 and 2020; these restricted stock units were reflected in footnote 5 to the reporting person's Form 4 filed on March 18, 2019. F4 · ownership.direct: 1. IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 21:26 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001241 · doc1.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,526 F1 · security: 1. This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · price: Represent shares acquired by the reporting person upon the vesting of performance stock units granted to the reporting person in March 2019 and previously reported in a Current Report on Form 8-K filed by the issuer in March 2019. F7 · balance_after: Includes 3,000 shares purchased pursuant to the Issuer's Employee Stock Purchase Plan since the reporting person's most recent filing under Section 16. F8 · balance_after: Includes 35,000 restricted stock units that vested in 2019 and 2020; these restricted stock units were reflected in footnote 5 to the reporting person's Form 4 filed on March 18, 2019. F4 · ownership.direct: 1. IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| March 14, 2019 Filed Mar 19, 2019 01:15 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | PurchaseCommon Stock | 637,000 | $3.92 | $2,497,040.00 |
DisclosureSEC source: 0000921895-19-000820 · form409050002_03182019.xml · nonDerivative · entry 2 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 2,692,065 F1 · security: This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · balance_after: The aggregate ownership of IRS 19 following the reportable transaction is being revised from the last Form 4 filing to correct an inadvertent miscalculation. The ownership of Mr. Vizi is being revised to exclude 35,000 restricted stock units that will vest on May 31, 2019 and December 13, 2019. F2 · ownership.nature: IRS Partners No. 19, L.P., a Delaware limited partnership ("IRS 19"), directly owns these shares of common stock ("Common Stock") of RCM Technologies, Inc. (the "Issuer"). M2O, Inc., a California corporation ("M2O"), is the general partner of IRS 19. The Michael F. O'Connell and Margo L. O'Connell Revocable Trust (the "Trust") is the sole voting shareholder of M2O and Michael O'Connell, an individual, controls all investment decisions with respect to the Trust. IRS 19, M2O, the Trust and Mr. O'Connell may therefore be deemed to have shared voting and dispositive power over the Common Stock owned by IRS 19. F4 · ownership.nature: IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 21:20 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock | 47,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001498 · doc1.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,526 F1 · security: This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · price: Represent shares acquired by the reporting person upon the vesting of performance stock units granted to the reporting person in October 2018 and previously reported in a Current Report on Form 8-K filed by the issuer in October 2018. F4 · ownership.direct: IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:54 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008275 · doc1.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,378 F1 · security: 1. This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · price: Granted in the form of restricted stock units as employment compensation. Will vest on January 2, 2020. F4 · ownership.direct: 1. IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 18:56 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-027328 · doc1.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · Executive Chairman & President · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,378 F1 · security: This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · price: Granted in the form of restricted stock units as employment compensation. Will vest on first anniversary of date of grant. F4 · ownership.direct: IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 08, 2017 Filed Dec 13, 2017 00:39 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock, $0.05 par value | 5,839 | $6.85 | $39,997.15 |
DisclosureSEC source: 0000921895-17-002840 · form409050002_12122017.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,378 F1 · security: This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · price: Granted in the form of restricted stock units (RSUs) as compensation for service on the Board of Directors. The RSUs will vest on December 8, 2018. F6 · balance_after: Includes 6,250 RSUs that vested on 12/27/16 and 8,000 RSUs that vested on 12/3/16. F4 · ownership.direct: IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 08, 2017 Filed Dec 14, 2017 00:22 UTC Amendment | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock, $0.05 par value | 5,839 | $6.85 | $39,997.15 |
DisclosureSEC source: 0000921895-17-002849 · form4a09050002_12132017.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner HARVEST FINANCIAL CORPORATION · CIK 0000351952 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,378 F2 · security: This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F1 · date: The amendment is being filed solely to add Harvest as a reporting person. F6 · price: Granted in the form of restricted stock units (RSUs) as compensation for service on the Board of Directors. The RSUs will vest on December 8, 2018. F7 · balance_after: Includes 6,250 RSUs that vested on 12/27/16 and 8,000 RSUs that vested on 12/3/16. F5 · ownership.direct: IRS 19 and the Foundation have each entered into an investment advisory agreement with Harvest Financial Corporation ("Harvest"), pursuant to which Bradley Vizi ("Mr. Vizi") on behalf of Harvest, exclusively manages IRS 19's and the Foundation's investment in the Issuer and has certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Harvest and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Harvest and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:57 UTC | RCM TECHNOLOGIES, INC. RCMT · Entity 5951 | GrantCommon Stock, $0.05 par value | 6,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-16-006277 · form409050002_12052016.xml · nonDerivative · entry 1 Vizi Bradley · CIK 0001556313 · Director · 10% owner IRS Partners No. 19, L.P. · CIK 0001556235 · 10% owner M2O, Inc. · CIK 0001556221 · 10% owner O'CONNELL MICHAEL · CIK 0001539145 · 10% owner Leonetti/O'Connell Family Foundation · CIK 0001556241 · 10% owner Michael F. O'Connell & Margo L. O'Connell Revocable Trust · CIK 0001556184 · 10% owner Legion Partners Asset Management, LLC · CIK 0001560207 · 10% owner Kiper Christopher S · CIK 0001432744 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,289 F1 · security: This Form 4 is being filed jointly by the reporting persons identified herein (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person may be deemed to be a member of a Section 13(d) group that owns more than 10% of the Issuer's outstanding shares of Common Stock. Each Reporting Person disclaims beneficial ownership of the shares of Common Stock reported herein except to the extent of his or its pecuniary interest therein, and this report shall not be deemed to be an admission that any Reporting Person is the beneficial owner of such shares of Common Stock for purposes of Section 16 or for any other purpose. F5 · price: Granted in the form of restricted stock units (RSUs) as compensation for service on the Board of Directors. The RSUs will vest on December 1, 2017. F4 · ownership.direct: IRS 19 and the Foundation have each entered into an investment advisory agreement with Legion Partners Asset Management, LLC , a Delaware limited liability company ("Legion Partners"), pursuant to which Christopher Kiper ("Mr. Kiper") and Bradley Vizi ("Mr. Vizi") on behalf of Legion Partners, exclusively manage IRS 19's and the Foundation's investment in the Issuer and have certain discretion with respect to purchase and sales of Common Stock of the Issuer. As a result, Legion Partners, Mr. Kiper and Mr. Vizi may be deemed to have shared dispositive power with respect to the shares held by IRS 19 and the Foundation. Legion Partners, Mr. Kiper and Mr. Vizi each disclaims beneficial ownership of shares of Common Stock of the Issuer owned by each other except to the extent of his or its pecuniary interest therein. Mr. Kiper directly owns 22,000 shares of Common Stock of the Issuer and Mr. Vizi directly owns 11,000 shares of Common Stock of the Issuer and 6,289 RSUs (defined below). 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.