Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boxlight CorpBOXL · Entity 8315 | Director · Chief Executive Officer | January 13, 2020 | January 17, 2020 |
| Commercial Vehicle Group, Inc.CVGI · Entity 6627 | Director · President & CEO | March 31, 2023 | April 04, 2023 |
| NN INCNNBR · Entity 6041 | Director · President and CEO | May 22, 2026 | May 27, 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.
Boxlight Corp
Report date January 13, 2020 · Filed January 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Common StockSEC Table I · non-derivative | Direct | 562,605 |
Reported balance
After 2020-01-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-13 · Grant · Acquired 506,355 · Balance 562,605 F1: Restricted common stock vests over four years as follows: one quarter vests on January 13, 2021, with the remainder vesting in substantially equal monthly installments for 36 months thereafter, with acceleration in vesting upon a Change of Control as defined in Treasury Regulation 1.409A-3(i)5(v) or (vii). F2: Includes 506,355 restricted shares issued January 2020 that vest over four years, 31,250 stock options granted August 2019 that vest over one year, and 25,000 fully vested stock options granted March 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted common stock vests over four years as follows: one quarter vests on January 13, 2021, with the remainder vesting in substantially equal monthly installments for 36 months thereafter, with acceleration in vesting upon a Change of Control as defined in Treasury Regulation 1.409A-3(i)5(v) or (vii).
F2: Includes 506,355 restricted shares issued January 2020 that vest over four years, 31,250 stock options granted August 2019 that vest over one year, and 25,000 fully vested stock options granted March 2018.
Commercial Vehicle Group, Inc.
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 864,121 |
Ending reported balance
After 2023-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-31 · Grant · Acquired 109,711 · Balance 913,326 F1: With the Reporting Person having attained retirement age, the shares vest upon grant. Row 2 · 2023-03-31 · Tax withholding · Disposed 49,205 · Balance 864,121 F2: The company withheld 49,205 shares from the Reporting Person to cover taxes relating to the vesting of 109,711 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: With the Reporting Person having attained retirement age, the shares vest upon grant.
F2: The company withheld 49,205 shares from the Reporting Person to cover taxes relating to the vesting of 109,711 shares.
NN INC
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,201,738 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Tax withholding · Disposed 130,312 · Balance 1,201,738 F1: Represents the number of shares withheld by the Issuer to cover taxes relating to the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the Issuer to cover taxes relating to the vesting of restricted stock.
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 22, 2026 Filed May 27, 2026 20:15 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 130,312 | $2.45 | $319,264.40 |
DisclosureSEC source: 0001380620-26-000002 · form4-05272026_040501.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,201,738 F1 · shares: Represents the number of shares withheld by the Issuer to cover taxes relating to the vesting of restricted stock. Read SEC document |
| May 22, 2025 Filed May 28, 2025 01:19 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 131,100 | $1.90 | $249,090.00 |
DisclosureSEC source: 0000918541-25-000089 · wk-form4_1748395162.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,332,050 F1 · shares: NN, Inc. (the "Issuer") withheld 131,100 shares from the Reporting Person to cover taxes relating to the vesting of 300,000 shares of restricted stock. Read SEC document |
| May 14, 2025 Filed May 15, 2025 01:04 UTC | NN INC NNBR · Entity 6041 | PurchaseCommon Stock | 45,316 | $2.20 | $99,604.57 |
DisclosureSEC source: 0000918541-25-000078 · wk-form4_1747271055.xml · nonDerivative · entry 4 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,463,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $2.07 to $2.20. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 13, 2025 Filed May 15, 2025 01:04 UTC | NN INC NNBR · Entity 6041 | PurchaseCommon Stock | 1,079 | $2.12 | $2,287.48 |
DisclosureSEC source: 0000918541-25-000078 · wk-form4_1747271055.xml · nonDerivative · entry 3 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,417,834 Read SEC document |
| May 13, 2025 Filed May 15, 2025 01:04 UTC | NN INC NNBR · Entity 6041 | PurchaseCommon Stock | 505 | $2.16 | $1,090.80 |
DisclosureSEC source: 0000918541-25-000078 · wk-form4_1747271055.xml · nonDerivative · entry 2 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,416,755 Read SEC document |
| May 12, 2025 Filed May 15, 2025 01:04 UTC | NN INC NNBR · Entity 6041 | PurchaseCommon Stock | 3,100 | $1.84 | $5,704.00 |
DisclosureSEC source: 0000918541-25-000078 · wk-form4_1747271055.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,416,250 Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:11 UTC | NN INC NNBR · Entity 6041 | Tax withholdingCommon Stock | 86,850 | $3.25 | $282,262.50 |
DisclosureSEC source: 0000918541-24-000077 · wk-form4_1716581488.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,413,150 F1 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| May 22, 2023 Filed May 23, 2023 20:30 UTC | NN INC NNBR · Entity 6041 | GrantPerformance Rights · Derivative | 2,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000918541-23-000102 · wk-form4_1684873817.xml · derivative · entry 2 Bevis Harold C · CIK 0001380620 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500,000 Underlying: Common Stock · 2,500,000 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock of NN, Inc. (the "Issuer"). F3 · derivative.exercise_date: The performance rights will vest pursuant to the terms and subject to the conditions set forth in the Performance Share Unit Grant Notice and the Performance Share Unit Award Agreement based on NN's stock price meeting or exceeding specified average stock prices during 20 consecutive trading days between May 22, 2023 and May 21, 2028. F3 · derivative.expiration_date: The performance rights will vest pursuant to the terms and subject to the conditions set forth in the Performance Share Unit Grant Notice and the Performance Share Unit Award Agreement based on NN's stock price meeting or exceeding specified average stock prices during 20 consecutive trading days between May 22, 2023 and May 21, 2028. Read SEC document |
| May 22, 2023 Filed May 23, 2023 20:30 UTC | NN INC NNBR · Entity 6041 | GrantCommon Stock | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000918541-23-000102 · wk-form4_1684873817.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500,000 F1 · kind: Shares are restricted stock and vest in five equal annual installments beginning on May 22, 2024. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:02 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 49,205 | $7.30 | $359,196.50 |
DisclosureSEC source: 0001628280-23-010569 · wf-form4_168063854991344.xml · nonDerivative · entry 2 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864,121 F2 · shares: The company withheld 49,205 shares from the Reporting Person to cover taxes relating to the vesting of 109,711 shares. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:02 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 109,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010569 · wf-form4_168063854991344.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913,326 F1 · shares: With the Reporting Person having attained retirement age, the shares vest upon grant. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 20:08 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 55,370 | $6.69 | $370,425.30 |
DisclosureSEC source: 0001628280-23-009245 · wf-form4_167994767845629.xml · nonDerivative · entry 2 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 803,615 F2 · shares: The company withheld 55,370 shares from the Reporting Person to cover taxes relating to the settlement of performance rights. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 20:08 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 123,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-009245 · wf-form4_167994767845629.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,985 F1 · shares: Shares issued on settlement of performance rights. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:43 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 75,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-008056 · wf-form4_164875938315960.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735,529 F1 · acquired: The shares vest in increments of 33.3 percent (rounded to the nearest whole number) on each of December 31, 2022, 2023; and 2024. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 20:38 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 55,370 | $8.37 | $463,446.90 |
DisclosureSEC source: 0001628280-22-007187 · wf-form4_164815430779222.xml · nonDerivative · entry 2 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,681 F2 · shares: The company withheld 55,370 shares from the Reporting Person to cover taxes relating to the settlement of performance rights. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 20:38 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 123,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-007187 · wf-form4_164815430779222.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,051 F1 · shares: Shares issued on settlement of performance rights. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 14:48 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | PurchaseCommon Stock, $0.01 par value | 33,500 | $9.10 | $304,850.00 |
DisclosureSEC source: 0001628280-21-017381 · wf-form4_162947086919870.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,595 F1 · price: Average Price. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 18:09 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | PurchaseCommon Stock, $0.01 par value | 20,935 | $8.90 | $186,321.50 |
DisclosureSEC source: 0001628280-21-017320 · wf-form4_162939656069170.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,095 F1 · price: Average price. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 20:35 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 64,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-006365 · wf-form4_161730926189373.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,160 F1 · shares: The shares vest in increments of 33.3 percent (rounded to the nearest whole number) on each of December 31, 2021, 2022; and 2023. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 12:56 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 123,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-005569 · wf-form4_161667694901259.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,122 F1 · shares: Shares issued on settlement of performance rights. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 20:26 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 86,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-000054 · wf-form4_160987835862912.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,666 F1 · shares: The shares vest in increments of 33.3 percent (rounded to the nearest whole number) on each of December 31, 2021; 2022; and 2023. Read SEC document |
| April 03, 2020 Filed Apr 7, 2020 20:39 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 185,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-004753 · wf-form4_158629197451140.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,657 F1 · shares: The shares vest in increments of 33.5 percent (rounded to the nearest whole number) on each of December 31, 2020, 2021; and 2022, if the Reporting Person remains an employee of the company through such dates. Read SEC document |
| January 13, 2020 Filed Jan 17, 2020 22:40 UTC | Boxlight Corp BOXL · Entity 8315 | GrantRestricted Common Stock | 506,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-000785 · ownership.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,605 F1 · shares: Restricted common stock vests over four years as follows: one quarter vests on January 13, 2021, with the remainder vesting in substantially equal monthly installments for 36 months thereafter, with acceleration in vesting upon a Change of Control as defined in Treasury Regulation 1.409A-3(i)5(v) or (vii). F2 · balance_after: Includes 506,355 restricted shares issued January 2020 that vest over four years, 31,250 stock options granted August 2019 that vest over one year, and 25,000 fully vested stock options granted March 2018. Read SEC document |
| August 06, 2019 Filed Sep 3, 2019 16:46 UTC | Boxlight Corp BOXL · Entity 8315 | GrantOption · Derivative | 31,250 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-19-013608 · ownership.xml · derivative · entry 1 Bevis Harold C · CIK 0001380620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 31,250 shares Expires 2024-08-05 F1 · derivative.exercise_date: The option vests in an equal amount on a monthly basis over 12 months. Read SEC document |
| May 16, 2019 Filed May 17, 2019 14:26 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 11,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-006960 · wf-form4_155810314455029.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,472 F1 · shares: These shares vest on the first to occur of May 16, 2020 or the 2020 Annual Meeting of Stockholders. Read SEC document |
| May 17, 2018 Filed May 18, 2018 22:04 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 10,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-006988 · wf-form4_152668103554163.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,599 F1 · shares: At the stockholders meeting in 2015, the stockholders approved an amendment to the Company's Amended and Restated Certificate of Incorporation to declassify the Company's Board of Directors and provide for the annual election of directors. As such, the director grants are being made to coincide with the one-year term of office. These grants vest on the first to occur of May 17, 2019 or the 2019 Annual Meeting of Stockholders. Read SEC document |
| March 29, 2018 Filed Apr 16, 2018 19:32 UTC | Boxlight Corp BOXL · Entity 8315 | GrantOption to Purchase Class A Common Stock · Derivative | 25,000 | $0.00 Strike: $4.06 | $0.00 |
DisclosureSEC source: 0001493152-18-005222 · form4.xml · derivative · entry 1 Bevis Harold C · CIK 0001380620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2023-03-29 Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:29 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 7,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-011349 · wf-form4_151026296700696.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,897 F1 · shares: These shares cliff vest on October 20, 2018, or sooner, if the Reporting Person leaves the Board of Directors of the company prior to October 20, 2018, for any reason other than for cause. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:17 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 13,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-16-021633 · wf-form4_147985302227180.xml · nonDerivative · entry 1 Bevis Harold C · CIK 0001380620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,236 F1 · shares: These shares cliff vest on October 20, 2017, or sooner, if the Reporting Person leaves the Board of Directors of the company prior to October 20, 2017, for any reason other than for cause. 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.