Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CTS CORPCTS · Entity 4654 | Director · President & CEO | June 01, 2026 | June 03, 2026 |
| LCI INDUSTRIESLCII · Entity 4365 | Director | May 12, 2026 | May 13, 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.
CTS CORP
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 307,693 |
Ending reported balance
After 2026-06-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-06-01 · Sale · Disposed 46,955 · Balance 390,738 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2026, intended to satisfy Rule 10b5-1(c). F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.07 to $64.35, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Row 2 · 2026-06-02 · Sale · Disposed 60,388 · Balance 330,350 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2026, intended to satisfy Rule 10b5-1(c). F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.615 to $66.87, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Row 3 · 2026-06-03 · Sale · Disposed 22,657 · Balance 307,693 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2026, intended to satisfy Rule 10b5-1(c). F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.06 to $67.37 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2026, intended to satisfy Rule 10b5-1(c).
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.07 to $64.35, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.615 to $66.87, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
F4: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.06 to $67.37 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
LCI INDUSTRIES
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,722 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Exercise / conversion · Acquired 1,761 · Balance 24,722 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-12 · Exercise / conversion · Disposed 1,761 · Balance 0 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F2: Includes 74 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) June 13, 2025, September 12, 2025, December 12, 2025, and March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). F3: These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,335 |
Reported balance
After 2026-05-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-12 · Grant · Acquired 1,335 · Balance 1,335 F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. F4: These restricted stock units will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
F2: Includes 74 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) June 13, 2025, September 12, 2025, December 12, 2025, and March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F3: These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders.
F4: These restricted stock units will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 15:06 UTC | CTS CORP CTS · Entity 4654 | Tax withholdingCommon Stock | 12,400 | $22.75 | $282,100.00 |
DisclosureSEC source: 0000026058-17-000033 · wf-form4_148855356719995.xml · nonDerivative · entry 2 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,221 F2 · shares: Withheld to cover taxes on vesting. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 15:06 UTC | CTS CORP CTS · Entity 4654 | GrantCommon Stock | 27,133 | $22.75 | $617,275.75 |
DisclosureSEC source: 0000026058-17-000033 · wf-form4_148855356719995.xml · nonDerivative · entry 1 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,621 F1 · shares: Performance Shares vesting on 3/1/2017, upon meeting the applicable performance target. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 17:53 UTC | CTS CORP CTS · Entity 4654 | Tax withholdingCommon Stock | 2,742 | $23.30 | $63,888.60 |
DisclosureSEC source: 0000026058-17-000017 · wf-form4_148769959543351.xml · nonDerivative · entry 2 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,648 F1 · shares: Withheld to cover taxes on vesting. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 15:22 UTC Amendment | CTS CORP CTS · Entity 4654 | Tax withholdingCommon Stock | 2,742 | $23.30 | $63,888.60 |
DisclosureSEC source: 0000026058-17-000020 · wf-form4a_148777693137574.xml · nonDerivative · entry 2 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,488 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 17:53 UTC | CTS CORP CTS · Entity 4654 | Tax withholdingCommon Stock | 20,190 | $23.25 | $469,417.50 |
DisclosureSEC source: 0000026058-17-000017 · wf-form4_148769959543351.xml · nonDerivative · entry 1 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,390 F1 · shares: Withheld to cover taxes on vesting. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 15:22 UTC Amendment | CTS CORP CTS · Entity 4654 | Tax withholdingCommon Stock | 24,350 | $23.25 | $566,137.50 |
DisclosureSEC source: 0000026058-17-000020 · wf-form4a_148777693137574.xml · nonDerivative · entry 1 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,230 F1 · shares: Amended to correct the number of shares withheld to cover taxes on vesting. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:36 UTC | CTS CORP CTS · Entity 4654 | GrantCommon Stock | 36,420 | $23.00 | $837,660.00 |
DisclosureSEC source: 0000026058-17-000010 · wf-form4_148676259154980.xml · nonDerivative · entry 2 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,580 F2 · shares: The Performance-Based RSU vest on 2/9/2020 subject to meeting criteria set forth in the Company's Incentive Stock Plan. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:36 UTC | CTS CORP CTS · Entity 4654 | GrantCommon Stock | 25,080 | $23.00 | $576,840.00 |
DisclosureSEC source: 0000026058-17-000010 · wf-form4_148676259154980.xml · nonDerivative · entry 1 O'SULLIVAN KIERAN M · CIK 0001566534 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,160 F1 · shares: The Restricted Stock Units vest 1/3 annually over 3 years. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 23:45 UTC | LCI INDUSTRIES DW · Entity 4365 | GrantCommon Stock | 8 | $109.50 | $876.00 |
DisclosureSEC source: 0000763744-16-000646 · wf-form4_148167270785992.xml · nonDerivative · entry 1 O'SULLIVAN KIERAN M · CIK 0001566534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,423 F1 · shares: 8 shares received as a result of a regular cash dividend of $0.50 per share paid on December 9, 2016 to holders of registrant's common stock on November 28, 2016. In accordance with the registrant's Equity Award and Incentive Plan, holders of restricted stock received additional restricted shares equivalent to $0.50 per restricted share held on November 28, 2016. These shares of Common Stock are restricted, and forfeitable, for a period of 1 year from the original award date. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 20:17 UTC | LCI INDUSTRIES DW · Entity 4365 | GrantCommon Stock | 12 | $102.46 | $1,229.52 |
DisclosureSEC source: 0000763744-16-000577 · wf-form4_147319300798744.xml · nonDerivative · entry 1 O'SULLIVAN KIERAN M · CIK 0001566534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,415 F1 · shares: 12 shares received as a result of a regular cash dividend of $0.30 per share paid on September 2, 2016 to holders of registrant's common stock on August 19, 2016. In accordance with the registrant's Equity Award and Incentive Plan, holders of restricted stock received additional restricted shares equivalent to $0.30 per restricted share held on August 19, 2016. These shares of Common Stock are restricted, and forfeitable, for a period of 1 year from the original award date. 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.