Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRANSCAT INCTRNS · Entity 1920 | Principal Accounting Officer | May 27, 2026 | May 28, 2026 |
| Vintage Wine Estates, Inc.VWE · Entity 88975 | Chief Financial Officer | March 07, 2024 | March 11, 2024 |
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.
TRANSCAT INC
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 409 |
Reported balance
After 2026-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 409 · Balance 409 F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2: These RSUs were granted under the Transcat, Inc. 2021 Stock Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 31, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 358 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 358 F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3: These RSUs vest on March 25, 2028, except as otherwise provided in the award notice. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: These RSUs were granted under the Transcat, Inc. 2021 Stock Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 31, 2029.
F3: These RSUs vest on March 25, 2028, except as otherwise provided in the award notice.
Vintage Wine Estates, Inc.
Report date March 07, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,019,728 |
Reported balance
After 2024-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-07 · Tax withholding · Disposed 29,655 · Balance 1,019,728 F1: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units (RSUs). F2: Includes 914,519 RSUs consisting of the following: (i) 164,519 RSUs that vest in substantially equal installments on each of 03/07/2025 and 03/07/2026; (ii) 250,000 RSUs that vest in two equal installments on each of 7/20/2024 and 7/20/2025; and (iii) 500,000 RSUs that vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.50 · Expires 2033-07-20 | Direct | 62,500 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 62,500 F3: These stock options vest in two equal installments on each of 7/20/2024 and 7/20/2025. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.50 · Expires 2033-07-20 | Direct | 187,500 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 187,500 F4: These stock options vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.50 · Expires 2032-03-07 | Direct | 658,076 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 658,076 F5: These stock options vest in four equal installments on each of 09/07/2023, 03/07/2024, 03/07/2025 and 03/07/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units (RSUs).
F2: Includes 914,519 RSUs consisting of the following: (i) 164,519 RSUs that vest in substantially equal installments on each of 03/07/2025 and 03/07/2026; (ii) 250,000 RSUs that vest in two equal installments on each of 7/20/2024 and 7/20/2025; and (iii) 500,000 RSUs that vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027.
F3: These stock options vest in two equal installments on each of 7/20/2024 and 7/20/2025.
F4: These stock options vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027.
F5: These stock options vest in four equal installments on each of 09/07/2023, 03/07/2024, 03/07/2025 and 03/07/2026.
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 |
|---|---|---|---|---|---|---|
| May 27, 2026 Filed May 28, 2026 20:32 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 409 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-26-000197 · form4.xml · derivative · entry 1 Johnston Kristina L · CIK 0001917305 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409 Underlying: Common Stock, $.50 par value · 409 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These RSUs were granted under the Transcat, Inc. 2021 Stock Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 31, 2029. F2 · derivative.expiration_date: These RSUs were granted under the Transcat, Inc. 2021 Stock Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 31, 2029. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:30 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | Tax withholdingCommon Stock | 29,655 | $0.48 | $14,234.40 |
DisclosureSEC source: 0001062993-24-006114 · form4.xml · nonDerivative · entry 1 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,019,728 F1 · shares: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units (RSUs). F2 · balance_after: Includes 914,519 RSUs consisting of the following: (i) 164,519 RSUs that vest in substantially equal installments on each of 03/07/2025 and 03/07/2026; (ii) 250,000 RSUs that vest in two equal installments on each of 7/20/2024 and 7/20/2025; and (iii) 500,000 RSUs that vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 16:30 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | Tax withholdingCommon Stock | 29,655 | $0.78 | $23,130.90 |
DisclosureSEC source: 0001062993-23-017903 · form4.xml · nonDerivative · entry 1 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,049,383 F1 · shares: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units (RSUs). F2 · balance_after: Includes 996,779 RSUs consisting of the following: (i) 246,779 RSUs that vest in substantially equal installments on each of 03/07/2024, 03/07/2025 and 03/07/2026; (ii) 250,000 RSUs that vest in two equal installments on each of 7/20/2024 and 7/20/2025; and (iii) 500,000 RSUs that vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 16:31 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | GrantStock Option (right to buy) · Derivative | 187,500 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001062993-23-015162 · form4.xml · derivative · entry 4 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,500 Underlying: Common Stock · 187,500 shares Expires 2033-07-20 F5 · derivative.exercise_date: This stock option was granted under the Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vests in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 16:31 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | GrantStock Option (right to buy) · Derivative | 62,500 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001062993-23-015162 · form4.xml · derivative · entry 3 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 62,500 shares Expires 2033-07-20 F4 · derivative.exercise_date: This stock option was granted under the Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vests in two equal installments on each of 7/20/2024 and 7/20/2025. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 16:31 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | GrantCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015162 · form4.xml · nonDerivative · entry 2 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,079,038 F2 · shares: These RSUs, which convert into common stock on a one-for-one basis, were granted under the Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. F3 · balance_after: Includes 1,079,038 RSUs consisting of the following: (i) 329,038 RSUs that vest 25% on each of 9/7/2023, 03/07/2024, 03/07/2025 and 03/07/2026; (ii) 250,000 RSUs that vest in two equal installments on each of 7/20/2024 and 7/20/2025.; and (iii) 500,000 RSUs that vest in four equal installments on each of 7/20/2024, 7/20/2025, 7/20/2026 and 7/27/2027. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 16:31 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | GrantCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015162 · form4.xml · nonDerivative · entry 1 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579,038 F1 · shares: These restricted stock units ("RSUs"), which convert into common stock on a one-for-one basis, were granted under the Vintage Wine Estates, Inc. 2021 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest in two equal installments on each of 7/20/2024 and 7/20/2025. Read SEC document |
| March 07, 2022 Filed Apr 12, 2022 21:12 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | GrantStock Option (right to buy) · Derivative | 658,076 | $0.00 Strike: $10.50 | $0.00 |
DisclosureSEC source: 0000899243-22-014635 · doc4.xml · derivative · entry 2 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,076 Underlying: Common Stock · 658,076 shares Expires 2032-03-07 F3 · derivative.exercise_date: 25% of the stock options vest on 09/07/2023, and 25% vest on each of 03/07/2024, 03/07/2025 and 03/07/2026. Read SEC document |
| March 07, 2022 Filed Apr 12, 2022 21:12 UTC | Vintage Wine Estates, Inc. VWE · Entity 88975 | GrantCommon Stock | 329,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-014635 · doc4.xml · nonDerivative · entry 1 Johnston Kristina L · CIK 0001917305 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,038 F1 · shares: Represents restricted stock units ("RSUs") granted pursuant to the Vintage Wine Estates, Inc. 2021 Omnibus Incentive Plan, as amended. Each RSU represents a contingent right to receive one share of common stock of the Issuer. 25% of the RSUs vest on 09/07/2023, and 25% vest on each of 03/07/2024, 03/07/2025 and 03/07/2026. F2 · balance_after: Includes 329,038 RSUs. 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.