Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOUGLAS DYNAMICS, INCPLOW · Entity 5002 | EVP & CFO | July 01, 2026 | July 01, 2026 |
| Jason Industries, Inc.JASN · Entity 149778 | SVP & CFO | June 30, 2017 | July 05, 2017 |
| TIMKEN COTKR · Entity 1862 | Director | May 08, 2026 | May 12, 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.
DOUGLAS DYNAMICS, INC
Report date July 01, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,542 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 6,735 · Balance 81,542 |
Jason Industries, Inc.
Report date June 30, 2017 · Filed July 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,637 |
Ending reported balance
After 2017-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-06-30 · Exercise / conversion · Acquired 26,051 · Balance 44,651 Row 2 · 2017-06-30 · Tax withholding · Disposed 9,014 · Balance 35,637 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-30 · Exercise / conversion · Disposed 26,051 · Balance 0 F1: The time-vesting restricted stock units vest in equal one-half (1/2) installments on each of the first two (2) anniversaries following June 30, 2015, provided that the reporting person has not been terminated prior to the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 75,000 |
Reported balance
After 2017-07-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-07-05 · Grant · Acquired 75,000 · Balance 75,000 F2: The time-vesting restricted stock units vest in two equal installments with the first vesting date being January 5, 2019 and the second vesting date being July 5, 2020, provided that the reporting person has not been terminated prior to the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The time-vesting restricted stock units vest in equal one-half (1/2) installments on each of the first two (2) anniversaries following June 30, 2015, provided that the reporting person has not been terminated prior to the applicable vesting date.
F2: The time-vesting restricted stock units vest in two equal installments with the first vesting date being January 5, 2019 and the second vesting date being July 5, 2020, provided that the reporting person has not been terminated prior to the applicable vesting date.
TIMKEN CO
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-05-08 | Direct | 1,280 |
Reported balance
After 2026-05-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-08 · Grant · Acquired 1,280 · Balance 1,280 F1: Grant of restricted share units that vest 100% one year from date of grant. |
| Common StockSEC Table I · non-derivative | Direct | 11,425 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,425 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units that vest 100% one year from date of grant.
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 05, 2017 Filed Jul 5, 2017 19:33 UTC | Jason Industries, Inc. JASN · Entity 149778 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001579252-17-000048 · wf-form4_149929758638240.xml · derivative · entry 4 Lauber Sarah C · CIK 0001639792 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Restricted Stock Units · 75,000 shares Expires not disclosed F2 · derivative.exercise_price: The time-vesting restricted stock units vest in two equal installments with the first vesting date being January 5, 2019 and the second vesting date being July 5, 2020, provided that the reporting person has not been terminated prior to the applicable vesting date. F2 · derivative.exercise_date: The time-vesting restricted stock units vest in two equal installments with the first vesting date being January 5, 2019 and the second vesting date being July 5, 2020, provided that the reporting person has not been terminated prior to the applicable vesting date. F2 · derivative.expiration_date: The time-vesting restricted stock units vest in two equal installments with the first vesting date being January 5, 2019 and the second vesting date being July 5, 2020, provided that the reporting person has not been terminated prior to the applicable vesting date. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:33 UTC | Jason Industries, Inc. JASN · Entity 149778 | Exercise / conversionRestricted Stock Units · Derivative | 26,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001579252-17-000048 · wf-form4_149929758638240.xml · derivative · entry 3 Lauber Sarah C · CIK 0001639792 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,051 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 time-vesting restricted stock units vest in equal one-half (1/2) installments on each of the first two (2) anniversaries following June 30, 2015, provided that the reporting person has not been terminated prior to the applicable vesting date. F1 · derivative.exercise_date: The time-vesting restricted stock units vest in equal one-half (1/2) installments on each of the first two (2) anniversaries following June 30, 2015, provided that the reporting person has not been terminated prior to the applicable vesting date. F1 · derivative.expiration_date: The time-vesting restricted stock units vest in equal one-half (1/2) installments on each of the first two (2) anniversaries following June 30, 2015, provided that the reporting person has not been terminated prior to the applicable vesting date. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:33 UTC | Jason Industries, Inc. JASN · Entity 149778 | Tax withholdingCommon Stock | 9,014 | $1.29 | $11,628.06 |
DisclosureSEC source: 0001579252-17-000048 · wf-form4_149929758638240.xml · nonDerivative · entry 2 Lauber Sarah C · CIK 0001639792 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,637 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:33 UTC | Jason Industries, Inc. JASN · Entity 149778 | Exercise / conversionCommon Stock | 26,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001579252-17-000048 · wf-form4_149929758638240.xml · nonDerivative · entry 1 Lauber Sarah C · CIK 0001639792 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,651 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.