Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearfield, Inc.CLFD · Entity 5688 | Chief Commercial Officer | June 30, 2026 | July 02, 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.
Clearfield, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (ESPP)SEC Table I · non-derivative | Direct | 25,284 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 158 · Balance 25,284 F1: Purchase of Common Shares through Employee Stock Purchase Plan for the period January 1 - June 30, 2026. In accordance with the ESPP, these shares were purchased based on 85% of the closing price on December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase of Common Shares through Employee Stock Purchase Plan for the period January 1 - June 30, 2026. In accordance with the ESPP, these shares were purchased based on 85% of the closing price on December 31, 2025.
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 2, 2026 13:44 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock (ESPP) | 158 | $24.78 | $3,915.24 |
DisclosureSEC source: 0000796505-26-000021 · primary_doc.xml · nonDerivative · entry 1 Khemakhem Anis · CIK 0002101858 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,284 F1 · shares: Purchase of Common Shares through Employee Stock Purchase Plan for the period January 1 - June 30, 2026. In accordance with the ESPP, these shares were purchased based on 85% of the closing price on December 31, 2025. Read SEC document |
| June 09, 2026 Filed Jun 11, 2026 22:03 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 1,684 | $39.90 | $67,191.60 |
DisclosureSEC source: 0000796505-26-000018 · primary_doc.xml · nonDerivative · entry 1 Khemakhem Anis · CIK 0002101858 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,126 F1 · price: The price in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $39.39 to $40.64. The reporting person undertakes to provide Clearfield, Inc., any security holder of Clearfield, Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price set forth in the footnote. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:19 UTC | Clearfield, Inc. CLFD · Entity 5688 | Tax withholdingCommon Stock | 635 | $30.28 | $19,227.80 |
DisclosureSEC source: 0000796505-26-000013 · primary_doc.xml · nonDerivative · entry 1 Khemakhem Anis · CIK 0002101858 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,810 F1 · kind: Payment of taxes by withholding shares on vesting of restricted stock that was granted on May 9, 2024. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:01 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock (ESPP) | 131 | $24.78 | $3,246.18 |
DisclosureSEC source: 0000796505-26-000004 · primary_doc.xml · nonDerivative · entry 1 Khemakhem Anis · CIK 0002101858 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,445 F1 · shares: Purchase of Common Shares through Employee Stock Purchase Plan for the period July 1 - December 31, 2025. In accordance with the ESPP, these shares were purchased based on 85% of the closing price on December 31, 2025. 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.