Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASPENTECH CorpAZPN · Entity 127212 | Senior Vice President and CFO | January 25, 2021 | January 27, 2021 |
| INTEST CORPINTT · Entity 6590 | Director | June 17, 2026 | June 22, 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.
ASPENTECH Corp
Report date January 25, 2021 · Filed January 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,713 |
Reported balance
After 2021-01-25 transaction · row 1
1 source rowRow 1 · 2021-01-25 · Sale · Disposed 1,290 · Balance 23,713 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 2020.
INTEST CORP
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,000 |
Ending reported balance
After 2026-06-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-17 · Grant · Acquired 6,000 · Balance 6,000 F1: These restricted shares were granted pursuant to the InTest Corporation 2023 Stock Incentive Plan and will vest in two equal increments on September 30, 2026 and December 31, 2026. Row 2 · 2026-06-17 · Grant · Acquired 12,000 · Balance 18,000 F2: These restricted shares were granted pursuant to the InTest Corporation 2023 Stock Incentive Plan and will vest in four equal increments annually commencing on June 17, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted shares were granted pursuant to the InTest Corporation 2023 Stock Incentive Plan and will vest in two equal increments on September 30, 2026 and December 31, 2026.
F2: These restricted shares were granted pursuant to the InTest Corporation 2023 Stock Incentive Plan and will vest in four equal increments annually commencing on June 17, 2027.
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 30, 2018 Filed May 2, 2018 16:11 UTC | ASPENTECH Corp AZPN · Entity 127212 | Exercise / conversionCommon Stock | 1,696 | $44.38 | $75,268.48 |
DisclosureSEC source: 0001127602-18-015950 · form4.xml · nonDerivative · entry 3 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,966 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 30, 2018 Filed May 2, 2018 16:11 UTC | ASPENTECH Corp AZPN · Entity 127212 | Exercise / conversionCommon Stock | 1,753 | $43.44 | $76,150.32 |
DisclosureSEC source: 0001127602-18-015950 · form4.xml · nonDerivative · entry 2 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,270 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 30, 2018 Filed May 2, 2018 16:11 UTC | ASPENTECH Corp AZPN · Entity 127212 | Exercise / conversionCommon Stock | 1,451 | $38.71 | $56,168.21 |
DisclosureSEC source: 0001127602-18-015950 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,517 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 29, 2018 Filed Apr 2, 2018 16:35 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 1,114 | $77.54 | $86,379.56 |
DisclosureSEC source: 0001127602-18-013326 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,066 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory tax withholding requirements on vesting and distribution of restricted stock. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 18:45 UTC | ASPENTECH Corp AZPN · Entity 127212 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,592 | $0.00 Strike: $45.46 | $0.00 |
DisclosureSEC source: 0001127602-18-006191 · form4.xml · derivative · entry 3 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,322 Underlying: Common Stock · 8,592 shares Expires 2026-08-31 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_date: The option granted at the exercise price of $45.46 vests in 16 equal consecutive quarterly installments on the last business day of the quarter, beginning on September 30, 2016. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 18:45 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 8,592 | $72.88 | $626,184.96 |
DisclosureSEC source: 0001127602-18-006191 · form4.xml · nonDerivative · entry 2 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,180 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in several transactions at prices ranging from $72.86 to $72.96, inclusive. The reporting person undertakes to provide to Aspen Technology, Inc., any security holder of Aspen Technology, 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 this footnote. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 18:45 UTC | ASPENTECH Corp AZPN · Entity 127212 | Exercise / conversionCommon Stock | 8,592 | $45.46 | $390,592.32 |
DisclosureSEC source: 0001127602-18-006191 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,772 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 |
| February 07, 2018 Filed Feb 9, 2018 16:09 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 2,304 | $75.00 | $172,800.00 |
DisclosureSEC source: 0001127602-18-004912 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,180 Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 16:18 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 1,579 | $66.37 | $104,798.23 |
DisclosureSEC source: 0001127602-18-000612 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,484 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 16:25 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 2,619 | $64.41 | $168,689.79 |
DisclosureSEC source: 0001127602-17-030977 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,063 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in several transactions at prices ranging from $64.40 to $64.46, inclusive. The reporting person undertakes to provide to Aspen Technology, Inc., any security holder of Aspen Technology, 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 this footnote. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:47 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 1,263 | $62.64 | $79,114.32 |
DisclosureSEC source: 0001127602-17-028974 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,682 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 17:11 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,351 | $63.25 Strike: $63.25 | $1,160,700.75 |
DisclosureSEC source: 0001127602-17-027066 · form4.xml · derivative · entry 2 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,351 Underlying: Common Stock · 18,351 shares Expires 2027-08-31 F3 · derivative.exercise_date: The option granted at the exercise price of $63.25 vests in 16 equal consecutive quarterly installments on the last business day of the quarter, beginning with the quarter ending. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 17:11 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantCommon Stock | 15,415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-027066 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,945 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units vest in 16 equal consecutive quarterly installments on the last business day of the quarter, beginning with the quarter ending. F2 · price: Restricted Stock Units do not have an exercise price. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 16:09 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 1,969 | $59.14 | $116,446.66 |
DisclosureSEC source: 0001127602-17-025920 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,530 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 18:08 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 950 | $54.42 | $51,699.00 |
DisclosureSEC source: 0001127602-17-023015 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,499 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 17:52 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 950 | $54.42 | $51,699.00 |
DisclosureSEC source: 0001127602-17-023038 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,499 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 16:20 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 2,379 | $57.01 | $135,631.55 |
DisclosureSEC source: 0001127602-17-021509 · form4.xml · nonDerivative · entry 3 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,449 Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 16:20 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 500 | $57.01 | $28,505.50 |
DisclosureSEC source: 0001127602-17-021509 · form4.xml · nonDerivative · entry 2 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,828 Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 16:20 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 700 | $57.01 | $39,907.00 |
DisclosureSEC source: 0001127602-17-021509 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,328 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 17:27 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 944 | $58.91 | $55,611.04 |
DisclosureSEC source: 0001127602-17-014037 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,028 F1 · shares: Shares withheld by Registrant to satisfy statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 16:49 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 3,774 | $53.00 | $200,022.00 |
DisclosureSEC source: 0001127602-17-003365 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,972 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 16:25 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 950 | $54.75 | $52,012.50 |
DisclosureSEC source: 0001127602-17-000640 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,746 F1 · shares: Shares withheld by Registrant to satisfy statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 18:59 UTC | ASPENTECH Corp AZPN · Entity 127212 | SaleCommon Stock | 2,100 | $48.68 | $102,217.50 |
DisclosureSEC source: 0001127602-16-066110 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,696 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in several transactions at prices ranging from $48.67 to $48.695, inclusive. The reporting person undertakes to provide to Aspen Technology, Inc., any security holder of Aspen Technology, 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 this footnote. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:00 UTC | ASPENTECH Corp AZPN · Entity 127212 | Tax withholdingCommon Stock | 949 | $47.00 | $44,603.00 |
DisclosureSEC source: 0001127602-16-064100 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,796 F1 · shares: Shares withheld by Registrant to satisfy statutory tax withholding requirements on vesting of restricted stock units and distribution of stock. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:58 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,914 | $45.46 Strike: $45.46 | $1,041,670.44 |
DisclosureSEC source: 0001127602-16-061953 · form4.xml · derivative · entry 2 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,914 Underlying: Common Stock · 22,914 shares Expires 2026-08-31 F3 · derivative.exercise_date: The option granted at the exercise price of $45.46 vests in 16 equal consecutive quarterly installments on the last business day of the quarter, beginning on September 30, 2016. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:58 UTC | ASPENTECH Corp AZPN · Entity 127212 | GrantCommon Stock | 20,623 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-061953 · form4.xml · nonDerivative · entry 1 Johnsen Karl E · CIK 0001560263 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,745 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units vest in 16 equal consecutive quarterly installments on the last business day of the quarter, beginning on September 30, 2016. F2 · price: Restricted Stock Units do not have an exercise price. 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.