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 |
|---|---|---|---|---|---|---|
| June 10, 2020 Filed Jun 11, 2020 20:06 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-20-000049 · wf-form4_159190598256848.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,920 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 13:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | PurchaseCommon Stock | 1,500 | $27.61 | $41,407.95 |
DisclosureSEC source: 0000076282-19-000098 · wf-form4_156570277915705.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,820 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 13:26 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | PurchaseCommon Stock | 1,000 | $27.65 | $27,649.50 |
DisclosureSEC source: 0000076282-19-000098 · wf-form4_156570277915705.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,320 Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 17:40 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GrantCommon Stock | 2,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044873 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,727 F1 · shares: Represents grant of restricted stock as part of the Company's Director compensation plan. 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 shares of restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| May 09, 2019 Filed May 13, 2019 15:41 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000047 · wf-form4_155776206112993.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,320 Read SEC document |
| June 06, 2018 Filed Jun 7, 2018 20:17 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $40.28 | $40,278.40 |
DisclosureSEC source: 0000076282-18-000093 · wf-form4_152840265369821.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,495 Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 18:07 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GrantCommon Stock | 1,973 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-035900 · doc4.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,140 F2 · shares: Represents grant of restricted stock as part of the Company's Director compensation plan. 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. F3 · price: N/A F4 · balance_after: Includes 16,865 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 18:07 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | SaleCommon Stock | 1,000 | $30.40 | $30,400.00 |
DisclosureSEC source: 0001209191-18-035900 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,167 F1 · balance_after: Includes 14,892 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| May 22, 2018 Filed May 22, 2018 20:56 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | SaleCommon Stock | 1,000 | $30.00 | $30,000.00 |
DisclosureSEC source: 0001209191-18-032484 · doc4.xml · nonDerivative · entry 5 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,167 F3 · balance_after: Includes 17,909 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| May 21, 2018 Filed May 21, 2018 19:59 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $42.00 | $42,000.00 |
DisclosureSEC source: 0000076282-18-000062 · wf-form4_152693269450791.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust for Daughter Disclosed balance after: 3,000 Read SEC document |
| May 18, 2018 Filed May 22, 2018 20:56 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | SaleCommon Stock | 1,000 | $29.10 | $29,100.00 |
DisclosureSEC source: 0001209191-18-032484 · doc4.xml · nonDerivative · entry 4 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,167 F3 · balance_after: Includes 17,909 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:09 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $41.00 | $41,000.00 |
DisclosureSEC source: 0000076282-18-000060 · wf-form4_152667413220807.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust for Daughter Disclosed balance after: 4,000 Read SEC document |
| May 16, 2018 Filed Feb 6, 2019 22:09 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000003 · wf-form5_154949094487084.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,495 Read SEC document |
| May 16, 2018 Filed Feb 6, 2019 22:09 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000003 · wf-form5_154949094487084.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,995 Read SEC document |
| May 16, 2018 Filed Feb 7, 2019 21:15 UTC Amendment | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000009 · wf-form5a_154957408767900.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,495 Read SEC document |
| May 16, 2018 Filed Feb 7, 2019 21:15 UTC Amendment | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000009 · wf-form5a_154957408767900.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,995 Read SEC document |
| May 16, 2018 Filed Feb 7, 2019 20:28 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000005 · wf-form5_154957127725407.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,495 Read SEC document |
| May 16, 2018 Filed Feb 7, 2019 20:28 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-19-000005 · wf-form5_154957127725407.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,995 Read SEC document |
| May 14, 2018 Filed May 16, 2018 19:44 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $40.50 | $40,500.00 |
DisclosureSEC source: 0000076282-18-000055 · wf-form4_152649984529988.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust for Daughter Disclosed balance after: 5,000 Read SEC document |
| May 10, 2018 Filed May 11, 2018 16:41 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-18-000051 · wf-form4_152605685589015.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,495 Read SEC document |
| August 17, 2017 Filed Aug 17, 2017 19:30 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-17-000094 · wf-form4_150299821146506.xml · nonDerivative · entry 4 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,195 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 19:30 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $40.77 | $40,770.00 |
DisclosureSEC source: 0000076282-17-000094 · wf-form4_150299821146506.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,695 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 19:30 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $40.85 | $40,850.00 |
DisclosureSEC source: 0000076282-17-000094 · wf-form4_150299821146506.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,695 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 19:30 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 500 | $40.75 | $20,375.00 |
DisclosureSEC source: 0000076282-17-000094 · wf-form4_150299821146506.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,695 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 16:38 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | SaleCommon Stock | 2,980 | $25.42 | $75,751.60 |
DisclosureSEC source: 0001209191-17-049413 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,167 F1 · price: Represents average price per share. F2 · balance_after: Includes 20,889 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| May 18, 2017 Filed May 22, 2017 17:50 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GrantCommon Stock | 2,409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034406 · doc4.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,147 F3 · shares: Represents grant of restricted stock as part of the Company's Director compensation plan. 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. F1 · price: N/A F4 · balance_after: Includes 20,889 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| May 11, 2017 Filed May 12, 2017 17:28 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | GrantCommon Stock | 2,195 | $0.00 | $0.00 |
DisclosureSEC source: 0000076282-17-000047 · wf-form4_149461007082341.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,195 Read SEC document |
| December 27, 2016 Filed May 22, 2017 17:50 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GiftCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034406 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,738 F1 · price: N/A F2 · balance_after: Includes 18,480 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 17:41 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 500 | $43.00 | $21,500.00 |
DisclosureSEC source: 0000076282-16-000307 · wf-form4_148191009231749.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:04 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 800 | $43.14 | $34,512.00 |
DisclosureSEC source: 0000076282-16-000304 · wf-form4_148183582502361.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,500 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:04 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 200 | $44.00 | $8,800.00 |
DisclosureSEC source: 0000076282-16-000298 · wf-form4_148157662277585.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,300 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:04 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $44.12 | $44,120.00 |
DisclosureSEC source: 0000076282-16-000298 · wf-form4_148157662277585.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,500 Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 16:57 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | Exercise / conversionOption to Purchase Common Stock · Derivative | 2,041 | Not disclosed Strike: $7.17 | Not disclosed |
DisclosureSEC source: 0001209191-16-142281 · doc4.xml · derivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,041 shares Expires 2016-10-28 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 · price: N/A F2 · derivative.exercise_date: Grant of options made pursuant to the Company's Director compensation plan. Date listed is the date of full vesting (which is one year from the date of grant). The options cliff vest on the first anniversary of the grant date. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 16:57 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | Exercise / conversionCommon Stock | 2,041 | $7.17 | $14,633.97 |
DisclosureSEC source: 0001209191-16-142281 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,734 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 · balance_after: Includes 22,246 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:05 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,000 | $36.05 | $36,050.00 |
DisclosureSEC source: 0000076282-16-000277 · wf-form4_147405629333078.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 12:57 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 1,560 | $35.66 | $55,629.60 |
DisclosureSEC source: 0000076282-16-000275 · wf-form4_147394424269147.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,500 Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 12:57 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 404 | $36.00 | $14,544.00 |
DisclosureSEC source: 0000076282-16-000275 · wf-form4_147394424269147.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,060 Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 12:57 UTC | PARK OHIO HOLDINGS CORP PKOH · Entity 5292 | SaleCommon Stock | 596 | $36.00 | $21,456.00 |
DisclosureSEC source: 0000076282-16-000275 · wf-form4_147394424269147.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,464 Read SEC document |
| August 09, 2016 Filed May 22, 2018 20:56 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032484 · doc4.xml · nonDerivative · entry 3 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,167 F1 · balance_after: Includes 20,889 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| July 29, 2016 Filed May 22, 2018 20:56 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | GiftCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032484 · doc4.xml · nonDerivative · entry 2 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,767 F1 · balance_after: Includes 20,889 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. Read SEC document |
| June 02, 2015 Filed May 22, 2018 20:56 UTC | MARLIN BUSINESS SERVICES CORP MRLN · Entity 131210 | Exercise / conversionCommon Stock | 3,704 | $7.66 | $28,372.64 |
DisclosureSEC source: 0001209191-18-032484 · doc4.xml · nonDerivative · entry 1 WERT JAMES W · CIK 0001206686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,867 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 · balance_after: Includes 20,889 restricted stock where, as of the date of this filing, the restrictions have not yet lapsed. F2 · balance_after: Total reflects adjustment of four shares to previously overstated total number of shares. 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.