Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Commercial Vehicle Group, Inc.CVGI · Entity 6627 | Director | September 20, 2023 | September 22, 2023 |
| FLOWSERVE CORPFLS · Entity 3541 | Director | May 20, 2021 | May 24, 2021 |
| STANDEX INTERNATIONAL CORP/DE/SXI · Entity 1314 | Director | October 26, 2017 | October 30, 2017 |
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.
Commercial Vehicle Group, Inc.
Report date September 20, 2023 · Filed September 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 125,729 |
Reported balance
After 2023-09-20 transaction · row 1
1 source rowRow 1 · 2023-09-20 · Sale · Disposed 866 · Balance 125,729 F1: The sale of shares was done in conjunction with the Reporting Person's previously disclosed retirement from the Board of Directors of the company. F2: Market price. |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy Roger L Fix Revocable Trust | 7,500 |
Reported balance
Holding disclosure · report date 2023-09-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,500 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of shares was done in conjunction with the Reporting Person's previously disclosed retirement from the Board of Directors of the company.
F2: Market price.
FLOWSERVE CORP
Report date May 20, 2021 · Filed May 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock ($1.25 par value per share)SEC Table I · non-derivative | Direct | 20,895 |
Reported balance
After 2021-05-20 transaction · row 1
1 source rowRow 1 · 2021-05-20 · Grant · Acquired 3,587 · Balance 20,895 F1: Represents the annual restricted stock grant for the director under the Flowserve Long-Term Incentive Plan. The shares vest on May 20, 2022. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 43,456 |
Reported balance
Holding disclosure · report date 2021-05-20 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 43,456 F2: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F3: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual restricted stock grant for the director under the Flowserve Long-Term Incentive Plan. The shares vest on May 20, 2022.
F2: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan.
F3: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors.
STANDEX INTERNATIONAL CORP/DE/
Report date October 26, 2017 · Filed October 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,930 |
Reported balance
After 2017-10-26 transaction · row 1
1 source rowRow 1 · 2017-10-26 · Grant · Acquired 307 · Balance 3,930 F1: Grant of Restricted stock pursuant to the Long Term Incentive Plan of the Company that vests three years after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted stock pursuant to the Long Term Incentive Plan of the Company that vests three years after the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Thermon Group Holdings, Inc.
Report date June 01, 2026 · Filed June 03, 2026
Section 16 reporting ended · disclosed 2026-06-03. 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 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Disposition to issuer · Disposed 35,375 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger dated February 23, 2026 (the "Merger Agreement") by and among the Issuer, CECO Environmental Corp ("CECO"), and two wholly-owned merger subsidiaries of CECO (the "Merger Subs"), the Issuer merged with the two Merger Subs to become a wholly-owned subsidiary of CECO (the "Merger"). F2: Pursuant to the terms of the Merger Agreement, each share of Issuer common stock (other than excluded and dissenting shares) was converted into the right to receive, at the election of the holder, one of the following forms of merger consideration, subject to proration as described in the Merger Agreement: (i) 0.6840 shares of CECO common stock and $10.00 in cash, without interest (the "mixed consideration"), which is the default election; (ii) $63.89 in cash, without interest (the "cash consideration"); or (iii) 0.8110 shares of CECO common stock (the "stock consideration"). The reporting person elected the mixed consideration for their shares of Issuer common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger dated February 23, 2026 (the "Merger Agreement") by and among the Issuer, CECO Environmental Corp ("CECO"), and two wholly-owned merger subsidiaries of CECO (the "Merger Subs"), the Issuer merged with the two Merger Subs to become a wholly-owned subsidiary of CECO (the "Merger").
F2: Pursuant to the terms of the Merger Agreement, each share of Issuer common stock (other than excluded and dissenting shares) was converted into the right to receive, at the election of the holder, one of the following forms of merger consideration, subject to proration as described in the Merger Agreement: (i) 0.6840 shares of CECO common stock and $10.00 in cash, without interest (the "mixed consideration"), which is the default election; (ii) $63.89 in cash, without interest (the "cash consideration"); or (iii) 0.8110 shares of CECO common stock (the "stock consideration"). The reporting person elected the mixed consideration for their shares of Issuer common stock.
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 |
|---|---|---|---|---|---|---|
| November 21, 2016 Filed Nov 22, 2016 17:31 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 13,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-16-021641 · wf-form4_147985386753562.xml · nonDerivative · entry 1 FIX ROGER L · CIK 0001163373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,236 F1 · shares: These shares cliff vest on October 20, 2017, or sooner, if the Reporting Person leaves the Board of Directors of the company prior to October 20, 2017, for any reason other than for cause. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 15:18 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 2,500 | $85.40 | $213,500.00 |
DisclosureSEC source: 0001127602-16-066828 · form4.xml · nonDerivative · entry 1 FIX ROGER L · CIK 0001163373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,623 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 19:10 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 1,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065532 · form4.xml · nonDerivative · entry 1 FIX ROGER L · CIK 0001163373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,123 F1 · kind: Grant of Restricted Stock is subject to three year cliff vesting requirement 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.