Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | 10% owner | June 25, 2026 | June 26, 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.
POWELL INDUSTRIES INC
Report date June 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 564,736 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Sale · Disposed 33,958 · Balance 564,736 F1: The reporting person contributed 33,958 shares of POWL common stock to an exchange fund in exchange for shares of the exchange fund. The POWL common stock was valued at $294.49 per share for the purpose of determining the number of shares of the exchange fund issuable to the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy KRP 2025 Revocable Trust | 6,000 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,000 F2: These shares are held directly by the KRP 2025 Revocable Trust, a trust established for the benefit of the reporting person's spouse ("Spousal Trust"). The reporting person's spouse is the sole trustee of the Spousal Trust. The reporting person disclaims beneficial ownership of the securities held by the Spousal Trust, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. F3: For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
| Common StockSEC Table I · non-derivative | IndirectHeld in TWP Holdings | 1,623,328 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,623,328 F3: For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person contributed 33,958 shares of POWL common stock to an exchange fund in exchange for shares of the exchange fund. The POWL common stock was valued at $294.49 per share for the purpose of determining the number of shares of the exchange fund issuable to the reporting person.
F2: These shares are held directly by the KRP 2025 Revocable Trust, a trust established for the benefit of the reporting person's spouse ("Spousal Trust"). The reporting person's spouse is the sole trustee of the Spousal Trust. The reporting person disclaims beneficial ownership of the securities held by the Spousal Trust, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
F3: For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise.
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 |
|---|---|---|---|---|---|---|
| May 30, 2024 Filed Jun 3, 2024 20:02 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 417 | $202.07 | $84,261.44 |
DisclosureSEC source: 0001219199-24-000007 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,688,211 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.02 to $202.12, inclusive. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 355 | $189.83 | $67,391.35 |
DisclosureSEC source: 0001219199-24-000006 · primary_doc.xml · nonDerivative · entry 6 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707,265 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.57 to $190.02, inclusive. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 415 | $189.17 | $78,507.00 |
DisclosureSEC source: 0001219199-24-000006 · primary_doc.xml · nonDerivative · entry 5 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707,620 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $188.9 to $189.52, inclusive. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 905 | $188.48 | $170,573.86 |
DisclosureSEC source: 0001219199-24-000006 · primary_doc.xml · nonDerivative · entry 4 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 708,035 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $187.9 to $188.74, inclusive. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,172 | $187.29 | $219,499.31 |
DisclosureSEC source: 0001219199-24-000006 · primary_doc.xml · nonDerivative · entry 3 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 708,940 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $186.7 to $187.63, inclusive. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 314 | $186.11 | $58,438.04 |
DisclosureSEC source: 0001219199-24-000006 · primary_doc.xml · nonDerivative · entry 2 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710,112 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $185.69 to $186.58, inclusive. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:29 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 723 | $185.16 | $133,872.34 |
DisclosureSEC source: 0001219199-24-000006 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710,426 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $184.66 to $185.53, inclusive. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:24 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 500 | $178.50 | $89,250.55 |
DisclosureSEC source: 0001219199-24-000005 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Kimberly R. Powell Disclosed balance after: 4,000 F1 · ownership.nature: These shares are held directly by the spouse of Thomas W. Powell. F2 · ownership.nature: For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,424 | $175.51 | $249,929.66 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 17 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,688,628 F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $175.31 to $175.81, inclusive Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,473 | $175.00 | $257,778.24 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 16 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,690,052 F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.75 to $175.31, inclusive Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,058 | $174.06 | $184,155.48 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 15 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,691,525 F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $173.68 to $174.65, inclusive Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 340 | $172.90 | $58,787.22 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 14 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,692,583 F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $172.66 to $173.35, inclusive Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 705 | $171.96 | $121,231.31 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 13 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,692,923 F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.6 to $172.41, inclusive Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 600 | $173.57 | $104,139.00 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 12 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,693,628 F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $173.30 to $174.26, inclusive. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 772 | $173.12 | $133,646.56 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 11 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,694,228 F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $172.95 to $173.19, inclusive. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,751 | $172.36 | $474,149.71 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 10 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,695,000 F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.93 to $172.79, inclusive. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,117 | $171.58 | $706,391.57 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 9 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,697,751 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.905 to $171.88, inclusive. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 833 | $170.28 | $141,846.24 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 8 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,701,868 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.795 to $170.53, inclusive. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 827 | $169.00 | $139,758.87 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 7 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,702,701 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.64 to $169.29, inclusive. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 100 | $167.61 | $16,761.00 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 6 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,703,528 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 596 | $169.87 | $101,243.12 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 5 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,703,628 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.4 to $170.3, inclusive. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 801 | $166.88 | $133,670.88 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 4 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,704,224 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.42 to $169.4, inclusive. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,317 | $168.03 | $389,313.93 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 3 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,705,025 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.8 to $168.3, inclusive. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,981 | $167.57 | $499,535.11 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 2 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,707,342 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.2 to $167.795, inclusive. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:12 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 3,305 | $166.68 | $550,870.79 |
DisclosureSEC source: 0001219199-24-000004 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,710,323 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.2 to $167.09, inclusive. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,905 | $162.28 | $471,419.04 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 9 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,713,628 F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.74 to $162.58, inclusive. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,095 | $161.34 | $338,010.65 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 8 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,716,533 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.04 to $161.56, inclusive. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,285 | $155.89 | $200,324.05 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 7 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,718,628 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.55 to $156.45, inclusive. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 3,715 | $155.14 | $576,348.82 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 6 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,719,913 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.74 to $155.47, inclusive. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,538 | $155.69 | $395,132.59 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 5 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,723,628 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.47 to $156.1325, inclusive. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,462 | $155.14 | $381,957.63 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 4 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,726,166 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.11 to $155.46, inclusive. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,371 | $156.31 | $683,241.94 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 3 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,728,628 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $156.233 to $156.92, inclusive. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 4,129 | $156.21 | $645,005.95 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 2 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,732,999 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.725 to $156.225, inclusive. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,500 | $155.04 | $232,553.40 |
DisclosureSEC source: 0001219199-24-000003 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,737,128 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.66 to $155.18, inclusive. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 744 | $151.92 | $113,026.55 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 8 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 711,149 F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.595 to $152.24, inclusive. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,266 | $150.73 | $190,827.60 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 7 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 711,893 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.54 to $151.09, inclusive. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,484 | $150.37 | $223,154.13 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 6 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 713,159 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.23 to $150.4925, inclusive. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 500 | $148.70 | $74,352.00 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 5 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Kimberly R. Powell Disclosed balance after: 4,500 F5 · ownership.nature: These shares are held directly by the spouse of Thomas W. Powell. F6 · ownership.nature: For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section16 or otherwise. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,098 | $152.95 | $167,938.33 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 4 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714,643 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.78 to $153.145, inclusive. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 922 | $152.53 | $140,628.51 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 3 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715,741 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.0 to $152.775, inclusive. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,380 | $151.50 | $209,069.17 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 2 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 716,663 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.0 to $151.80, inclusive. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:05 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,600 | $150.20 | $390,511.42 |
DisclosureSEC source: 0001219199-24-000002 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 718,043 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.9 to $150.725, inclusive. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001219199-24-000001 · primary_doc.xml · nonDerivative · entry 2 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Kimberly R. Powell Disclosed balance after: 5,000 F1 · kind: This transaction involved the reporting person's gift of 4,000 shares of POWL common stock to his spouse. The reporting person disclaims beneficial ownership of the securities held by his spouse, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. F2 · ownership.nature: These shares are held directly by the spouse of Thomas W. Powell. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:17 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001219199-24-000001 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 720,643 F1 · kind: This transaction involved the reporting person's gift of 4,000 shares of POWL common stock to his spouse. The reporting person disclaims beneficial ownership of the securities held by his spouse, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 21:16 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,730 | $95.56 | $165,314.48 |
DisclosureSEC source: 0001219199-23-000006 · primary_doc.xml · nonDerivative · entry 2 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: Not disclosed F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.25 to $95.6975, inclusive. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 21:16 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 3,270 | $94.77 | $309,895.28 |
DisclosureSEC source: 0001219199-23-000006 · primary_doc.xml · nonDerivative · entry 1 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,740,358 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.21 to $95.17, inclusive. Read SEC document |
| December 19, 2023 Filed Dec 19, 2023 22:11 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,864 | $96.59 | $276,627.17 |
DisclosureSEC source: 0001219199-23-000005 · primary_doc.xml · nonDerivative · entry 7 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,743,628 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.30 to $97.24, inclusive. Read SEC document |
| December 19, 2023 Filed Dec 19, 2023 22:11 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 2,136 | $96.05 | $205,170.70 |
DisclosureSEC source: 0001219199-23-000005 · primary_doc.xml · nonDerivative · entry 6 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,746,492 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.735 to $96.245, inclusive. Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 22:11 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 5,000 | $90.92 | $454,619.50 |
DisclosureSEC source: 0001219199-23-000005 · primary_doc.xml · nonDerivative · entry 5 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held in TWP Holdings Disclosed balance after: 1,748,628 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.405 to $91.395, inclusive. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:11 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001219199-23-000005 · primary_doc.xml · nonDerivative · entry 4 POWELL THOMAS W · CIK 0001219199 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Kimberly R. Powell Disclosed balance after: 1,000 F3 · kind: This transaction involved the reporting person's gift of 1,000 shares of POWL common stock to his spouse. The reporting person disclaims beneficial ownership of the securities held by his spouse, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. F4 · ownership.nature: These shares are held directly by the spouse of Thomas W. Powell. 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.