Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AZZ INCAZZ · Entity 4043 | Chief Legal Officer | June 30, 2026 | July 01, 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.
AZZ INC
Report date June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 31,405 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Other · Acquired 305 · Balance 31,405 F1: The reporting person is voluntarily reporting the purchase of shares of the Issuers common stock pursuant to the AZZ Inc. 2018 Employee Stock Purchase Plan (2018 ESPP), for the 2018 ESPP purchase period of January 1, 2026 through June 30, 2026. This transaction is exempt from Rule 16b-3(c). In accordance with the 2018 ESPP, the shares were purchased based upon 85% of the closing stock price of the Issuers common stock on the enrollment date by the reporting person (as defined in the 2018 ESPP). |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the purchase of shares of the Issuers common stock pursuant to the AZZ Inc. 2018 Employee Stock Purchase Plan (2018 ESPP), for the 2018 ESPP purchase period of January 1, 2026 through June 30, 2026. This transaction is exempt from Rule 16b-3(c). In accordance with the 2018 ESPP, the shares were purchased based upon 85% of the closing stock price of the Issuers common stock on the enrollment date by the reporting person (as defined in the 2018 ESPP).
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 |
|---|---|---|---|---|---|---|
| April 27, 2017 Filed May 1, 2017 23:54 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000061 · wf-form4_149368285684090.xml · nonDerivative · entry 6 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,235 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. F2 · shares: Represents the vesting of dividend equivalent rights accrued on 333 RSUs granted on 3/7/2016, which AZZ has elected to pay in shares of AZZ common stock. These dividend equivalent rights vest when, and if, the underlying RSUs vest. Read SEC document |
| April 27, 2017 Filed May 1, 2017 23:54 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000061 · wf-form4_149368285684090.xml · nonDerivative · entry 5 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,232 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: Represents the vesting of dividend equivalent rights accrued on 379 restricted stock units ("RSUs") granted on 4/27/2015, which AZZ has elected to pay in shares of AZZ common stock. These dividend equivalent rights vest when, and if, the underlying RSUs vest. Read SEC document |
| April 27, 2017 Filed May 1, 2017 23:54 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000061 · wf-form4_149368285684090.xml · nonDerivative · entry 4 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,225 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 |
| April 27, 2017 Filed May 1, 2017 23:54 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000061 · wf-form4_149368285684090.xml · nonDerivative · entry 3 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,819 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 |
| April 27, 2017 Filed May 1, 2017 23:54 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000061 · wf-form4_149368285684090.xml · nonDerivative · entry 2 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,486 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 |
| April 27, 2017 Filed May 1, 2017 23:54 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000061 · wf-form4_149368285684090.xml · nonDerivative · entry 1 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,153 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 |
| March 06, 2017 Filed Mar 13, 2017 21:03 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 132 | $49.85 | $6,580.20 |
DisclosureSEC source: 0000008947-17-000037 · wf-form4_148943898268392.xml · nonDerivative · entry 1 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,774 F1 · kind: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to AZZ Inc.'s Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of September 5, 2016 through March 6, 2017. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased based on 85% of the closing stock price of the Issuer's common stock on the Enrollment Date (as defined in the ESPP). Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:27 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionRestricted Stock Units · Derivative | 1,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000026 · wf-form4_148849725531033.xml · derivative · entry 3 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,024 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock. F3 · derivative.exercise_date: The RSUs were granted on May 9, 2014 and vested in their entirety on March 1, 2017. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:27 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 334 | $60.55 | $20,223.70 |
DisclosureSEC source: 0000008947-17-000026 · wf-form4_148849725531033.xml · nonDerivative · entry 2 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,642 F1 · shares: Shares disposed of represent withholding to satisfy a tax obligation upon the vesting of 1,024 restricted stock units ("RSUs"). Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:27 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 1,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-17-000026 · wf-form4_148849725531033.xml · nonDerivative · entry 1 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,976 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 |
| September 06, 2016 Filed Sep 8, 2016 20:28 UTC | AZZ INC AZZ · Entity 4043 | PurchaseCOMMON STOCK | 361 | $38.42 | $13,869.62 |
DisclosureSEC source: 0000008947-16-000262 · wf-form4_147336648290167.xml · nonDerivative · entry 1 Mackey Tara D · CIK 0001607217 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,952 F1 · kind: The purchase of the reported shares is made pursuant to the Issuer's Employee Stock Purchase Plan. 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.