Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED ENERGY INDUSTRIES INCAEIS · Entity 3497 | Director | May 07, 2026 | May 08, 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.
ADVANCED ENERGY INDUSTRIES INC
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 587 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 587 · Balance 587 F1: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F2: Restricted stock units are not exercisable and do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.
F2: Restricted stock units are not exercisable and do not have an expiration date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIRCOR INTERNATIONAL INC
Report date October 18, 2023 · Filed October 18, 2023
Section 16 reporting ended · disclosed 2023-10-18. 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 |
Ending reported balance
After 2023-10-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-10-18 · Exercise / conversion · Acquired 3,780 · Balance 25,016 Row 2 · 2023-10-18 · Disposition to issuer · Disposed 25,016 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated June 5, 2023 (as amended on June 26, 2023 by Amendment No. 1 to Agreement and Plan of Merger, as further amended on June 29, 2023 by Amendment No. 2 to Agreement and Plan of Merger, the "Merger Agreement"), by and among CIROCR International, Inc. ("CIRCOR"), Cube BidCo, Inc., a Delaware corporation ("Parent"), and Cube Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, pursuant to which Cube Merger Sub, Inc. merged with and into CIRCOR, with CIRCOR remaining as the surviving corporation, at the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share, of CIRCOR ("Company Common Stock"), immediately prior to the Effective Time was converted into the right to receive an amount in cash equal to $56.00, without interest (the "Merger Consideration"), and as of the Effective Time, (continued in Footnote 2) F2: all such shares of Company Common Stock are no longer outstanding and were automatically cancelled and cease to exist. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2033-03-17 | Direct | 0 |
Reported balance
After 2023-10-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-10-18 · Exercise / conversion · Disposed 3,780 · Balance 0 F3: The Restricted Stock Units ("RSUs") were granted to the Reporting Person by CIRCOR as part of equity incentive grants made by CIRCOR on March 17, 2023. Pursuant to the Merger Agreement, as of the Effective Time, each unvested RSU vested in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated June 5, 2023 (as amended on June 26, 2023 by Amendment No. 1 to Agreement and Plan of Merger, as further amended on June 29, 2023 by Amendment No. 2 to Agreement and Plan of Merger, the "Merger Agreement"), by and among CIROCR International, Inc. ("CIRCOR"), Cube BidCo, Inc., a Delaware corporation ("Parent"), and Cube Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, pursuant to which Cube Merger Sub, Inc. merged with and into CIRCOR, with CIRCOR remaining as the surviving corporation, at the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share, of CIRCOR ("Company Common Stock"), immediately prior to the Effective Time was converted into the right to receive an amount in cash equal to $56.00, without interest (the "Merger Consideration"), and as of the Effective Time, (continued in Footnote 2)
F2: all such shares of Company Common Stock are no longer outstanding and were automatically cancelled and cease to exist.
F3: The Restricted Stock Units ("RSUs") were granted to the Reporting Person by CIRCOR as part of equity incentive grants made by CIRCOR on March 17, 2023. Pursuant to the Merger Agreement, as of the Effective Time, each unvested RSU vested in full.
QXO Insulation, LLC
Report date July 01, 2026 · Filed July 01, 2026
Section 16 reporting ended · disclosed 2026-07-01. 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 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Disposition to issuer · Disposed 3,780 · Balance 343 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. Row 2 · 2026-07-01 · Disposition to issuer · Disposed 343 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. F2: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration.
F2: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time.
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 01, 2026 Filed Jul 1, 2026 21:03 UTC | QXO Insulation, LLC BLD · Entity 33962 | Disposition to issuerCommon Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001700872-26-000008 · form4-07012026_090728.xml · nonDerivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. F2 · shares: Represents shares of TopBuild common stock underlying restricted stock awards. Restricted stock awards vested in accordance with the terms of the Merger Agreement immediately prior to the Effective Time. Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 21:03 UTC | QXO Insulation, LLC BLD · Entity 33962 | Disposition to issuerCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001700872-26-000008 · form4-07012026_090728.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343 F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of April 18, 2026 (the "Merger Agreement), QXO, Inc. ("QXO") acquired TopBuild Corp. ("TopBuild") in a merger transaction (the "Merger") which became effective on July 1, 2026. At the effective time of the Merger (the "Effective Time"), each share (other than certain excluded shares, cancelled shares and dissenting shares) of TopBuild common stock was converted into the right to receive, at the holder's election, one of the following forms of merger consideration, after giving effect to proration as described in the Merger Agreement: (i) approximately $249.71 in cash and 10.211 shares of QXO common stock, subject to final calculations by the exchange agent (the "Cash Consideration"); or (ii) 20.200 shares of QXO common stock (the "Stock Consideration"). The reporting person elected the Cash Consideration. Read SEC document |
| May 07, 2026 Filed May 8, 2026 16:26 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantRestricted Stock Units · Derivative | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001700872-26-000006 · ownership.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 587 Underlying: Common Stock · 587 shares Expires not disclosed F1 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F2 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F2 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 02, 2026 Filed May 6, 2026 00:39 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionRestricted Stock Units · Derivative | 2,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001700872-26-000004 · ownership.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,313 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: On May 2, 2025, the reporting person was granted 2,313 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F2 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 02, 2026 Filed May 6, 2026 00:39 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionCommon Stock | 2,313 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001700872-26-000004 · ownership.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,561 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: On May 2, 2025, the reporting person was granted 2,313 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 00:19 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 343 | $445.78 | $152,902.54 |
DisclosureSEC source: 0001700872-26-000002 · form4-04292026_120409.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,123 F1 · shares: All shares vest on April 26, 2027. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 19:26 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 2,257 | $210.33 | $474,714.81 |
DisclosureSEC source: 0001193125-25-309399 · ownership.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,248 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2025. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 20:22 UTC | QXO Insulation, LLC BLD · Entity 33962 | GiftCommon Stock | 465 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-015270 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,780 F1 · kind: Bona fide gift of shares. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 20:00 UTC | QXO Insulation, LLC BLD · Entity 33962 | SaleCommon Stock | 370 | $427.89 | $158,319.30 |
DisclosureSEC source: 0001062993-25-015103 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,245 Read SEC document |
| May 03, 2025 Filed May 6, 2025 23:15 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionRestricted Stock Units · Derivative | 2,093 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-064776 · ownership.xml · derivative · entry 3 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,093 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: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 03, 2025 Filed May 6, 2025 23:15 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionCommon Stock | 2,093 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-064776 · ownership.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,505 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: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 02, 2025 Filed May 6, 2025 23:15 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantRestricted Stock Units · Derivative | 2,313 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-064776 · ownership.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,313 Underlying: Common Stock · 2,313 shares Expires not disclosed F2 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 21:09 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 515 | $296.65 | $152,774.75 |
DisclosureSEC source: 0001062993-25-008200 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,615 F1 · shares: All shares vest April 26, 2026. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:22 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 1,800 | $116.84 | $210,312.00 |
DisclosureSEC source: 0000950170-24-131432 · ownership.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,412 Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:09 UTC | QXO Insulation, LLC BLD · Entity 33962 | SaleCommon Stock | 640 | $436.11 | $279,110.40 |
DisclosureSEC source: 0001062993-24-010424 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,100 Read SEC document |
| May 05, 2024 Filed May 7, 2024 23:42 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionRestricted Stock Units · Derivative | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054939 · ownership.xml · derivative · entry 3 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,257 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: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 05, 2024 Filed May 7, 2024 23:42 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionCommon Stock | 2,257 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-054939 · ownership.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,212 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: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 03, 2024 Filed May 7, 2024 23:42 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantRestricted Stock Units · Derivative | 2,093 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054939 · ownership.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,093 Underlying: Common Stock · 2,093 shares Expires not disclosed F2 · kind: Represents an annual grant of restricted stock units to the reporting person on May 3, 2024 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 23:50 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 340 | $414.14 | $140,807.60 |
DisclosureSEC source: 0001062993-24-009118 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,740 F1 · shares: All shares vest on or about, but not before, the first anniversary of the grant date. Read SEC document |
| October 18, 2023 Filed Oct 18, 2023 17:20 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 3,780 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-048743 · form4.xml · derivative · entry 3 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,780 shares Expires 2033-03-17 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. F3 · kind: The Restricted Stock Units ("RSUs") were granted to the Reporting Person by CIRCOR as part of equity incentive grants made by CIRCOR on March 17, 2023. Pursuant to the Merger Agreement, as of the Effective Time, each unvested RSU vested in full. F3 · derivative.exercise_date: The Restricted Stock Units ("RSUs") were granted to the Reporting Person by CIRCOR as part of equity incentive grants made by CIRCOR on March 17, 2023. Pursuant to the Merger Agreement, as of the Effective Time, each unvested RSU vested in full. Read SEC document |
| October 18, 2023 Filed Oct 18, 2023 17:20 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Disposition to issuerCommon Stock | 25,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-23-048743 · form4.xml · nonDerivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger dated June 5, 2023 (as amended on June 26, 2023 by Amendment No. 1 to Agreement and Plan of Merger, as further amended on June 29, 2023 by Amendment No. 2 to Agreement and Plan of Merger, the "Merger Agreement"), by and among CIROCR International, Inc. ("CIRCOR"), Cube BidCo, Inc., a Delaware corporation ("Parent"), and Cube Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, pursuant to which Cube Merger Sub, Inc. merged with and into CIRCOR, with CIRCOR remaining as the surviving corporation, at the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share, of CIRCOR ("Company Common Stock"), immediately prior to the Effective Time was converted into the right to receive an amount in cash equal to $56.00, without interest (the "Merger Consideration"), and as of the Effective Time, (continued in Footnote 2) F2 · price: all such shares of Company Common Stock are no longer outstanding and were automatically cancelled and cease to exist. Read SEC document |
| October 18, 2023 Filed Oct 18, 2023 17:20 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-048743 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,016 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 |
| August 15, 2023 Filed Aug 15, 2023 15:59 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 5,840 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006343 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,840 shares Expires 2032-08-15 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 8/15/2022 utilizing a fair market value (FMV) of a share of the issuers stock of $19.74. The RSU grant vests in its entirety 12 months from date of grant, at which time the RSUs are received by the Reporting Person. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| August 15, 2023 Filed Aug 15, 2023 15:59 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 5,840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-006343 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,236 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 8/15/2022 utilizing a fair market value (FMV) of a share of the issuers stock of $19.74. The RSU grant vests in its entirety 12 months from date of grant, at which time the RSUs are received by the Reporting Person. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| May 08, 2023 Filed May 10, 2023 20:11 UTC | QXO Insulation, LLC BLD · Entity 33962 | SaleCommon Stock | 1,480 | $212.13 | $313,952.40 |
DisclosureSEC source: 0001062993-23-010670 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,400 F1 · price: These shares were sold in multiple transactions at prices ranging from $210.16 - 214.47, inclusive. The reporting person, upon request, will submit to the Securities and Exchange Commission the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 05, 2023 Filed May 9, 2023 15:15 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock · Derivative | 2,257 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028172 · doc4.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,257 Underlying: Common Stock · 2,257 shares Expires not disclosed F2 · shares: Represents an annual grant of restricted stock units on May 5, 2023 as the equity portion of non-employee directors' retainer for Board services under the 2023 Omnibus Incentive plan. The units vest on the one-year anniversary of the grant date contingent upon the Director's continued service upon such date. F3 · derivative.exercise_date: Restricted stock units are not exercisable. F4 · derivative.expiration_date: Restricted stock units do not have an expiration date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:15 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 640 | $222.07 | $142,124.80 |
DisclosureSEC source: 0001062993-23-010137 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,880 F1 · shares: All shares vest on or about, but not before, the first anniversary of the grant date. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 17:21 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 3,780 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001014108-23-000061 · primary_doc.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,780 Underlying: Common Stock · 3,780 shares Expires 2033-03-17 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock at the end of a one year vesting period. The RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 20:20 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 1,813 | $94.27 | $170,911.51 |
DisclosureSEC source: 0001209191-22-046828 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,955 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.37 to 94.25, inclusive. The reporting person undertakes to provide to Advanced Energy Industries, Inc., any security holder of Advanced Energy Industries, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the preceding sentence. F2 · balance_after: Represents 2,655 shares of unvested restricted stock units and 5,300 shares of common stock. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 12:48 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 5,840 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006139 · primarydocument.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,840 Underlying: Common Stock · 5,840 shares Expires 2032-08-15 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock at the end of a one year vesting period. The RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. Read SEC document |
| May 09, 2022 Filed May 11, 2022 20:20 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 2,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028288 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,768 F1 · shares: Represents an annual grant of restricted stock units on May 9, 2022 as the equity portion of non-employee directors' retainer for Board services under the 2017 Omnibus Incentive Plan. The units vest on the one-year anniversary of the grant date contingent upon the Director's continued service upon such date. F2 · balance_after: Represents 2,655 shares of unvested restricted stock units and 7,113 shares of common stock. Read SEC document |
| May 02, 2022 Filed May 3, 2022 22:34 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 690 | $185.29 | $127,850.10 |
DisclosureSEC source: 0001062993-22-011471 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,240 F1 · shares: All shares vest on or about, but not before, the first anniversary of the grant date. Read SEC document |
| April 17, 2022 Filed Apr 19, 2022 16:14 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 2,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-003460 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,827 shares Expires 2031-03-17 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/17/2021 utilizing a fair market value (FMV) of a share of the issuers stock of $39.82. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| April 17, 2022 Filed Apr 19, 2022 16:14 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 2,827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003460 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,396 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/17/2021 utilizing a fair market value (FMV) of a share of the issuers stock of $39.82. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:23 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 1,700 | $99.73 | $169,541.00 |
DisclosureSEC source: 0001209191-21-036540 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,113 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $99.73, inclusive. The reporting person undertakes to provide to Advanced Energy Industries, Inc., any security holder of Advanced Energy Industries, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the preceding sentence. F2 · balance_after: Represents 1,813 shares of unvested restricted stock units and 5,300 shares of common stock. Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:19 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 560 | $229.10 | $128,296.00 |
DisclosureSEC source: 0001062993-21-004100 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:55 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 1,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029931 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,813 F1 · shares: The restricted stock units granted on April 30, 2021 will vest 100% at the first anniversary date of the grant date. This is an annual non-employee director grant as outlined in the 2021 proxy. F2 · balance_after: Represents 1,813 shares of unvested restricted stock units and 7,000 shares of common stock. Read SEC document |
| April 27, 2021 Filed Apr 28, 2021 17:06 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 5,044 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002997 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,044 shares Expires 2030-03-27 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/27/2020 utilizing a fair market value (FMV) of a share of the issuers stock of $13.83. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| April 27, 2021 Filed Apr 28, 2021 17:06 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 5,044 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-002997 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,569 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/27/2020 utilizing a fair market value (FMV) of a share of the issuers stock of $13.83. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 17:15 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | GrantRestricted Stock Unit · Derivative | 2,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002344 · primarydocument.xml · derivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,827 Underlying: Common Stock · 2,827 shares Expires 2031-03-17 F1 · derivative.exercise_date: The grant of Restricted Stock Units (RSUs), reported herein, entitles the Reporting Person to receive shares of the issuer common stock either (i) at the end of a 13 month vesting period or (ii) upon the conclusion of such longer deferral period as the Reporting Person may elect in advance. In either occurrence, (i) or (ii), the RSUs automatically convert into shares of common stock on a one-for-one basis at no conversion cost to the Reporting Person. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 16:42 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit (MSP) · Derivative | 1,051 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001562180-21-002071 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,051 shares Expires 2028-03-05 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were issued to the Reporting Person pursuant to issuers Management Stock Purchase Plan (MSPP) on 3/5/2018 utilizing a fair market value (FMV) of a share of the issuers stock of $42.62. RSUs are issued in whole units on the basis of a 33 percent discount from FMV of the issuers common stock on the date the underlying bonus is determined ($28.56 in this case) and generally vest 3 years from date of grant, at which time they convert into shares of common stock unless the executive has previously elected a longer deferral period. Acquisition price reflects the 33% discount to FMV of issuers stock on grant date. This report reflects the acquisition by the Reporting Person of the common stock underlying the RSUs. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 16:42 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 1,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-002071 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,525 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were issued to the Reporting Person pursuant to issuers Management Stock Purchase Plan (MSPP) on 3/5/2018 utilizing a fair market value (FMV) of a share of the issuers stock of $42.62. RSUs are issued in whole units on the basis of a 33 percent discount from FMV of the issuers common stock on the date the underlying bonus is determined ($28.56 in this case) and generally vest 3 years from date of grant, at which time they convert into shares of common stock unless the executive has previously elected a longer deferral period. Acquisition price reflects the 33% discount to FMV of issuers stock on grant date. This report reflects the acquisition by the Reporting Person of the common stock underlying the RSUs. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 21:17 UTC | QXO Insulation, LLC BLD · Entity 33962 | SaleCommon Stock | 700 | $190.84 | $133,588.00 |
DisclosureSEC source: 0001062993-21-002456 · form4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,990 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 20:22 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 200 | $73.31 | $14,662.00 |
DisclosureSEC source: 0001209191-20-035507 · doc4.xml · nonDerivative · entry 3 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.29 to $73.33, inclusive. The reporting person undertakes to provide to Advanced Energy Industries, Inc., and security holder of Advanced Energy Industries, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at teach separate price within the range set forth in the preceding sentence. F5 · balance_after: Represents 3,500 shares of unvested restricted stock units and 3,500 shares of common stock. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 20:22 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 900 | $72.63 | $65,367.00 |
DisclosureSEC source: 0001209191-20-035507 · doc4.xml · nonDerivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.22 to $73.20 inclusive. The reporting person undertakes to provide to Advanced Energy Industries, Inc., and security holder of Advanced Energy Industries, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at teach separate price within the range set forth in the preceding sentence. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 20:22 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 4,900 | $71.48 | $350,252.00 |
DisclosureSEC source: 0001209191-20-035507 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,100 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.20 to $71.72, inclusive. The reporting person undertakes to provide to Advanced Energy Industries, Inc., and security holder of Advanced Energy Industries, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at teach separate price within the range set forth in the preceding sentence. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:43 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-026818 · doc4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 F1 · shares: The restricted stock units granted on April 30, 2020 will vest 100% at the first anniversary date of the grant date. This is an annual non-employee director grant as outlined in the 2020 proxy. F2 · balance_after: At the time of this filing Ms. Donikowski holds 6,000 shares in street name. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 22:38 UTC | QXO Insulation, LLC BLD · Entity 33962 | GrantCommon Stock | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-053619 · a4.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,690 Read SEC document |
| April 04, 2020 Filed Apr 7, 2020 16:27 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionRestricted Stock Unit · Derivative | 3,123 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001562180-20-002943 · primarydocument.xml · derivative · entry 2 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,123 shares Expires 2029-03-04 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/04/2019 utilizing a fair market value (FMV) of a share of the issuers stock of $33.63. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. Read SEC document |
| April 04, 2020 Filed Apr 7, 2020 16:27 UTC | CIRCOR INTERNATIONAL INC CIR · Entity 108922 | Exercise / conversionCommon Stock | 3,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-002943 · primarydocument.xml · nonDerivative · entry 1 Donikowski Tina · CIK 0001700872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,474 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: The Restricted Stock Units (RSUs), the conversion of which are reported herein, were granted to the Reporting Person by the issuer as part of equity incentive grants made by the issuer on 3/04/2019 utilizing a fair market value (FMV) of a share of the issuers stock of $33.63. The RSU grant vests in its entirety 13 months from date of grant, at which time the RSUs are received by the Reporting Person on either (i) the vest date or (ii) upon the conclusion of a longer deferral period that the Reporting Person elected in advance. This report reflects the full vesting of the original RSU grant and the acquisition by the Reporting Person of the underlying shares. 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.