Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KADANT INCKAI · Entity 4135 | Director · President & CEO | June 03, 2026 | June 03, 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.
KADANT INC
Report date June 03, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-06-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-03 · Gift · Disposed 12,282 · Balance 0 F1: On June 3, 2026, the reporting person transferred 12,282 shares of Kadant Inc. common stock to Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust, for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securites held by the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust | 60,949 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,949 F1: On June 3, 2026, the reporting person transferred 12,282 shares of Kadant Inc. common stock to Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust, for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securites held by the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 3, 2026, the reporting person transferred 12,282 shares of Kadant Inc. common stock to Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust, for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securites held by the trust.
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 |
|---|---|---|---|---|---|---|
| September 19, 2016 Filed Sep 19, 2016 19:39 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,384 | $0.00 Strike: $24.90 | $0.00 |
DisclosureSEC source: 0000886346-16-000290 · wf-form4_147431394166353.xml · derivative · entry 6 Powell Jeffrey L · CIK 0001406518 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,768 Underlying: Common Stock · 3,384 shares Expires 2021-03-09 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. F4 · derivative.exercise_date: This stock option vests and becomes exercisable in three equal annual installments beginning on March 9, 2012, provided the reporting person is employed by the issuer on the vesting date. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 19:39 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,389 | $0.00 Strike: $14.17 | $0.00 |
DisclosureSEC source: 0000886346-16-000290 · wf-form4_147431394166353.xml · derivative · entry 5 Powell Jeffrey L · CIK 0001406518 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,347 Underlying: Common Stock · 4,389 shares Expires 2020-03-03 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 · derivative.exercise_date: This stock option vests and becomes exercisable in three equal annual installments beginning on March 3, 2011, provided the reporting person is employed by the issuer on the vesting date. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 19:39 UTC | KADANT INC KAI · Entity 4135 | SaleCommon Stock | 3,384 | $51.20 | $173,266.89 |
DisclosureSEC source: 0000886346-16-000290 · wf-form4_147431394166353.xml · nonDerivative · entry 4 Powell Jeffrey L · CIK 0001406518 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,689 F1 · kind: The transactions reported on this Form 4 were executed pursuant to a Rule 10-b-5-1 trading plan adopted August 17, 2016. F2 · price: Represents the weighted average sale price. The actual sales prices range from $50.90 to $51.48 per share. The reporting person will supply the SEC, the Issuer, or a security holder of the Issuer, with full information regarding the number of shares at each price upon request. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 19:39 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionCommon Stock | 3,384 | $24.90 | $84,261.60 |
DisclosureSEC source: 0000886346-16-000290 · wf-form4_147431394166353.xml · nonDerivative · entry 3 Powell Jeffrey L · CIK 0001406518 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,073 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 · kind: The transactions reported on this Form 4 were executed pursuant to a Rule 10-b-5-1 trading plan adopted August 17, 2016. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 19:39 UTC | KADANT INC KAI · Entity 4135 | SaleCommon Stock | 4,389 | $51.20 | $224,724.70 |
DisclosureSEC source: 0000886346-16-000290 · wf-form4_147431394166353.xml · nonDerivative · entry 2 Powell Jeffrey L · CIK 0001406518 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,689 F1 · kind: The transactions reported on this Form 4 were executed pursuant to a Rule 10-b-5-1 trading plan adopted August 17, 2016. F2 · price: Represents the weighted average sale price. The actual sales prices range from $50.90 to $51.48 per share. The reporting person will supply the SEC, the Issuer, or a security holder of the Issuer, with full information regarding the number of shares at each price upon request. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 19:39 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionCommon Stock | 4,389 | $14.17 | $62,192.13 |
DisclosureSEC source: 0000886346-16-000290 · wf-form4_147431394166353.xml · nonDerivative · entry 1 Powell Jeffrey L · CIK 0001406518 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,078 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 · kind: The transactions reported on this Form 4 were executed pursuant to a Rule 10-b-5-1 trading plan adopted August 17, 2016. 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.