Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CRAWFORD UNITED CorpCRAWA · Entity 67513 | Director | February 06, 2026 | February 06, 2026 |
| PARK OHIO HOLDINGS CORPPKOH · Entity 5292 | Director | September 24, 2026 | September 24, 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.
CRAWFORD UNITED Corp
Report date February 06, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-06 transaction · row 1
1 source rowRow 1 · 2026-02-06 · Disposition to issuer · Disposed 15,750 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes.
PARK OHIO HOLDINGS CORP
Report date September 24, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,456 |
Ending reported balance
After 2026-09-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-24 · Sale · Disposed 1,000 · Balance 87,456 Row 2 · 2026-09-24 · Sale · Disposed 1,000 · Balance 86,456 Row 3 · 2026-09-24 · Sale · Disposed 1,000 · Balance 85,456 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MARLIN BUSINESS SERVICES CORP
Report date January 20, 2022 · Filed January 20, 2022
Section 16 reporting ended · disclosed 2022-01-20. 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 2022-01-20 transaction · row 1
1 source rowRow 1 · 2022-01-20 · Disposition to issuer · Disposed 58,060 · Balance 0 F1: Disposed of pursuant to an Agreement and Plan of Merger among the issuer and subsidiaries of funds managed by HPS Investment Partners, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to an Agreement and Plan of Merger among the issuer and subsidiaries of funds managed by HPS Investment Partners, LLC.
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 24, 2026 Filed Sep 24, 2026 20:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $47.75 | $47,750.00 |
DisclosureSEC source: 0001628280-26-063394 · wk-form4_1790281599.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,456 Read SEC document |
| September 24, 2026 Filed Sep 24, 2026 20:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $47.50 | $47,500.00 |
DisclosureSEC source: 0001628280-26-063394 · wk-form4_1790281599.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,456 Read SEC document |
| September 24, 2026 Filed Sep 24, 2026 20:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $47.25 | $47,250.00 |
DisclosureSEC source: 0001628280-26-063394 · wk-form4_1790281599.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,456 Read SEC document |
| September 22, 2026 Filed Sep 23, 2026 12:45 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $47.00 | $47,000.00 |
DisclosureSEC source: 0001628280-26-063150 · wk-form4_1790167556.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,456 Read SEC document |
| September 21, 2026 Filed Sep 23, 2026 12:45 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $46.50 | $46,500.00 |
DisclosureSEC source: 0001628280-26-063150 · wk-form4_1790167556.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,456 Read SEC document |
| September 11, 2026 Filed Sep 14, 2026 13:43 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061722 · wk-form4_1789393418.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,456 Read SEC document |
| September 11, 2026 Filed Sep 14, 2026 13:43 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $46.21 | $92,426.60 |
DisclosureSEC source: 0001628280-26-061722 · wk-form4_1789393418.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,456 Read SEC document |
| September 10, 2026 Filed Sep 10, 2026 20:03 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $46.53 | $46,532.50 |
DisclosureSEC source: 0001628280-26-061325 · wk-form4_1789070633.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,456 Read SEC document |
| September 10, 2026 Filed Sep 10, 2026 20:03 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $46.01 | $46,010.00 |
DisclosureSEC source: 0001628280-26-061325 · wk-form4_1789070633.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,456 Read SEC document |
| September 09, 2026 Filed Sep 10, 2026 20:03 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $46.18 | $46,182.80 |
DisclosureSEC source: 0001628280-26-061325 · wk-form4_1789070633.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,456 Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 14:53 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 3,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039325 · wk-form4_1780325626.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,456 Read SEC document |
| February 06, 2026 Filed Feb 6, 2026 08:28 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | Disposition to issuerClass A Common Shares | 15,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-003272 · rdgdoc.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger dated December 5, 2025 (the "Merger Agreement"), by and among SPX Enterprises, LLC, a Delaware limited liability company ("Parent"), Project King Acquisition, Inc., an Ohio corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and Crawford United Corporation, an Ohio corporation (the "Company"), the Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of the Parent (the "Merger"). At the effective time of the Merger, each issued and outstanding common share of the Company was converted automatically into the right to receive cash in an amount equal to $83.8636 per share without interest, net of all applicable withholding taxes. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 17:07 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 4,844 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-25-000061 · wk-form4_1750180042.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,384 Read SEC document |
| January 27, 2025 Filed Jan 30, 2025 10:15 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | GrantClass A Common Shares | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010839 · ownership.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,750 F1 · kind: Represents a grant of 1,250 Class A Common Shares pursuant to the Crawford United Corporation 2023 Omnibus Equity Plan. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 19:27 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,500 | $31.55 | $47,328.90 |
DisclosureSEC source: 0000076282-24-000170 · wk-form4_1733772429.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,540 Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 19:27 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,500 | $32.03 | $48,043.50 |
DisclosureSEC source: 0000076282-24-000170 · wk-form4_1733772429.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 4,000 Read SEC document |
| June 26, 2024 Filed Jun 27, 2024 18:55 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 4,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-24-000098 · wk-form4_1719514520.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,040 Read SEC document |
| May 02, 2024 Filed May 6, 2024 15:36 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $26.57 | $26,572.90 |
DisclosureSEC source: 0000076282-24-000035 · wk-form4_1715009763.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,690 Read SEC document |
| March 27, 2024 Filed Mar 27, 2024 19:55 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,500 | $25.98 | $38,975.85 |
DisclosureSEC source: 0000076282-24-000025 · wk-form4_1711569335.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,690 Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 16:48 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $27.02 | $27,020.00 |
DisclosureSEC source: 0000076282-24-000018 · wk-form4_1711126118.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,190 Read SEC document |
| March 20, 2024 Filed Mar 20, 2024 19:19 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $25.97 | $51,944.00 |
DisclosureSEC source: 0000076282-24-000016 · wk-form4_1710962331.xml · nonDerivative · entry 4 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,190 Read SEC document |
| March 20, 2024 Filed Mar 20, 2024 19:19 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $26.03 | $26,028.30 |
DisclosureSEC source: 0000076282-24-000016 · wk-form4_1710962331.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,190 Read SEC document |
| March 20, 2024 Filed Mar 20, 2024 19:19 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $26.01 | $26,006.70 |
DisclosureSEC source: 0000076282-24-000016 · wk-form4_1710962331.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,190 Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 19:19 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $26.00 | $26,000.00 |
DisclosureSEC source: 0000076282-24-000016 · wk-form4_1710962331.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,190 Read SEC document |
| January 26, 2024 Filed Jan 31, 2024 15:05 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | GrantClass A Common Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002466 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,500 F1 · kind: Represents a grant of 4,000 Class A Common Shares issued pursuant to the Crawford United Corporation 2023 Omnibus Equity Plan. Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 14:58 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $27.00 | $27,000.00 |
DisclosureSEC source: 0000076282-23-000133 · wk-form4_1703861913.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,190 Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 17:32 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $26.00 | $26,000.00 |
DisclosureSEC source: 0000076282-23-000131 · wk-form4_1703179945.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,190 Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 15:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $25.00 | $25,001.40 |
DisclosureSEC source: 0000076282-23-000129 · wk-form4_1703085960.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,190 Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 15:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $24.92 | $24,918.30 |
DisclosureSEC source: 0000076282-23-000129 · wk-form4_1703085960.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,190 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 14:31 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $25.00 | $25,000.00 |
DisclosureSEC source: 0000076282-23-000126 · wk-form4_1702909857.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,190 Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 16:37 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-23-000056 · wk-form4_1685723827.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,190 Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 16:23 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | GrantClass A Common Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-003142 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 F1 · kind: Represents a grant of 4,000 Class A Common Shares issued pursuant to the Hickok Incorporated 2013 Omnibus Equity Plan. Read SEC document |
| July 14, 2022 Filed Jul 15, 2022 13:43 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | PurchaseCommon Stock | 308 | $14.00 | $4,312.00 |
DisclosureSEC source: 0000076282-22-000072 · wf-form4_165789262035309.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,190 Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 13:14 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | PurchaseCommon Stock | 2,000 | $14.86 | $29,728.20 |
DisclosureSEC source: 0000076282-22-000056 · wf-form4_165547165352552.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,882 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 15:59 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-22-000049 · wf-form4_165530873112480.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,882 Read SEC document |
| June 08, 2022 Filed Jun 8, 2022 16:18 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | PurchaseClass A Common Shares | 1,000 | $22.00 | $22,000.00 |
DisclosureSEC source: 0001209191-22-035027 · doc4.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 16:18 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | PurchaseClass A Common Shares | 1,000 | $24.00 | $24,000.00 |
DisclosureSEC source: 0001209191-22-035027 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Read SEC document |
| May 31, 2022 Filed Jun 1, 2022 16:28 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | PurchaseClass A Common Shares | 500 | $24.75 | $12,375.00 |
DisclosureSEC source: 0001209191-22-033164 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Read SEC document |
| May 25, 2022 Filed May 27, 2022 16:05 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | PurchaseCommon Stock | 692 | $14.00 | $9,688.00 |
DisclosureSEC source: 0000076282-22-000034 · wf-form4_165366754005394.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,882 Read SEC document |
| January 20, 2022 Filed Jan 20, 2022 18:12 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | Disposition to issuerCommon Stock | 58,060 | $23.50 | $1,364,410.00 |
DisclosureSEC source: 0001209191-22-004168 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to an Agreement and Plan of Merger among the issuer and subsidiaries of funds managed by HPS Investment Partners, LLC. Read SEC document |
| January 19, 2022 Filed Jan 24, 2022 16:32 UTC | CRAWFORD UNITED Corp CRAWA · Entity 67513 | GrantClass A Common Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001504 · rdgdoc.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · kind: Represents a grant of 4,000 Class A Common Shares issues pursuant to the Hickok Incorporated 2013 Omnibus Equity Plan. Read SEC document |
| September 08, 2021 Filed Sep 13, 2021 15:30 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GiftCommon Stock | 25,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055652 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,060 F1 · shares: Charitable gift to nonprofit hospital organization. F2 · balance_after: Includes 22,503 shares of restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| June 22, 2021 Filed Jun 23, 2021 16:17 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 3,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-21-000075 · wf-form4_162446504456526.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,190 Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:50 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GrantCommon Stock | 2,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038807 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,334 F1 · shares: Represents grant of restricted stock as part of the Company's compensation program for non-employee directors. The restrictions on these shares shall lapse upon the earlier of (i) seven years from the grant date and (ii) six months following the Director's termination of Board service. F2 · balance_after: Includes 24,991 shares of restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 21:02 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $39.78 | $79,560.00 |
DisclosureSEC source: 0000076282-21-000017 · wf-form4_161532371666358.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,920 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:02 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $39.63 | $79,260.00 |
DisclosureSEC source: 0000076282-21-000017 · wf-form4_161532371666358.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,920 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:02 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $39.44 | $78,880.00 |
DisclosureSEC source: 0000076282-21-000017 · wf-form4_161532371666358.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,920 Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 16:49 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $38.26 | $76,520.00 |
DisclosureSEC source: 0000076282-21-000015 · wf-form4_161522212787644.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,920 Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 16:49 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 2,000 | $38.67 | $77,340.00 |
DisclosureSEC source: 0000076282-21-000015 · wf-form4_161522212787644.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,920 Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 13:24 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GrantCommon Stock | 6,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036540 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,671 F1 · shares: Represents grant of restricted stock as part of the Company's compensation program for non-employee directors. The restrictions on these shares shall lapse upon the earlier of (i) seven years from the grant date and (ii) six months following the non-employee director's termination of Board service. F2 · balance_after: Includes 22,328 shares of restricted stock where, as of the date of the transaction, the restrictions had not yet lapsed. 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.