Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | Director | April 26, 2017 | April 28, 2017 |
| GENTEX CORPGNTX · Entity 3954 | Director | May 21, 2026 | May 22, 2026 |
| STERLING INFRASTRUCTURE, INC.STRL · Entity 3384 | Director | May 08, 2018 | May 09, 2018 |
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.
BORGWARNER INC
Report date April 26, 2017 · Filed April 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,300.98 |
Reported balance
After 2017-04-26 transaction · row 1
1 source rowRow 1 · 2017-04-26 · Grant · Acquired 2,991 · Balance 50,300.98 F1: The shares will vest 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will vest 100% on the first anniversary of the grant date.
GENTEX CORP
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,069 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 5,626 · Balance 87,069 F1: These shares vest 100% one year from grant award date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest 100% one year from grant award date.
STERLING INFRASTRUCTURE, INC.
Report date May 08, 2018 · Filed May 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,542 |
Reported balance
After 2018-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-08 · Grant · Acquired 7,404 · Balance 59,542 F1: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. F2: Of these shares, only the 7,404 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.
F2: Of these shares, only the 7,404 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.
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 21, 2026 Filed May 22, 2026 17:31 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 5,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001333446-26-000003 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,069 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:14 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionNon-Employee Director Stock Option Plan · Derivative | 7,000 | $0.00 Strike: $15.74 | $0.00 |
DisclosureSEC source: 0001333446-26-000002 · primarydocument.xml · derivative · entry 3 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 7,000 shares Expires 2026-05-19 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. Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:14 UTC | GENTEX CORP GNTX · Entity 3954 | SaleCommon Stock | 4,815 | $23.31 | $112,247.28 |
DisclosureSEC source: 0001333446-26-000002 · primarydocument.xml · nonDerivative · entry 2 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,443 F1 · price: This transaction was executed in multiple trades at prices ranging from $23.30 to $23.34. The price reported above reflects the weighted average price. Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:14 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionCommon Stock | 7,000 | $15.74 | $110,180.00 |
DisclosureSEC source: 0001333446-26-000002 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,258 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. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:38 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 5,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003982 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,258 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| May 01, 2025 Filed May 2, 2025 19:47 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionNon-Employee Director Stock Option Grant · Derivative | 7,000 | $0.00 Strike: $17.46 | $0.00 |
DisclosureSEC source: 0001562180-25-003471 · primarydocument.xml · derivative · entry 2 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 shares Expires 2025-05-21 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. Read SEC document |
| May 01, 2025 Filed May 2, 2025 19:47 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionCommon Stock | 7,000 | $17.46 | $122,220.00 |
DisclosureSEC source: 0001562180-25-003471 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,319 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. Read SEC document |
| May 16, 2024 Filed May 17, 2024 18:23 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 3,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004137 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,319 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 14:17 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionNon-Employee Director Stock Option Grant · Derivative | 14,000 | $0.00 Strike: $14.30 | $0.00 |
DisclosureSEC source: 0001562180-24-000909 · primarydocument.xml · derivative · entry 3 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 shares Expires 2024-05-15 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. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 14:17 UTC | GENTEX CORP GNTX · Entity 3954 | SaleCommon Stock | 6,022 | $33.93 | $204,333.69 |
DisclosureSEC source: 0001562180-24-000909 · primarydocument.xml · nonDerivative · entry 2 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,555 F1 · price: This transaction was executed in multiple trades at prices ranging from $33.93 to $33.935. The price reported above reflects the weighted average price. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 14:17 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionCommon Stock | 14,000 | $14.30 | $200,200.00 |
DisclosureSEC source: 0001562180-24-000909 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,577 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. Read SEC document |
| May 18, 2023 Filed May 22, 2023 13:35 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 4,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004339 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,577 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:07 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionNon-Employee Director Stock Option Grant · Derivative | 12,000 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001562180-23-003797 · primarydocument.xml · derivative · entry 3 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2023-05-16 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. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:07 UTC | GENTEX CORP GNTX · Entity 3954 | SaleCommon Stock | 5,424 | $27.89 | $151,263.97 |
DisclosureSEC source: 0001562180-23-003797 · primarydocument.xml · nonDerivative · entry 2 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,861 F1 · price: This transaction was executed in multiple trades at prices ranging from $27.855 to $27.93. The price reported above reflects the weighted average price. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:07 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionCommon Stock | 12,000 | $12.37 | $148,380.00 |
DisclosureSEC source: 0001562180-23-003797 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,285 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. Read SEC document |
| May 19, 2022 Filed May 23, 2022 17:59 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 3,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004327 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,266 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| May 19, 2022 Filed May 26, 2022 18:06 UTC Amendment | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 4,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004422 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,285 F1 · shares: This Form 4 amendment is to correct an administrative error in column 4 and 5 of the Form 4 filed on May 23, 2022, which resulted in the number of restricted stock award reported as acquired by the reporting person being understated in the original filing. Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 16:41 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionNon-Employee Director Stock Option Grant · Derivative | 12,000 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001562180-21-006674 · primarydocument.xml · derivative · entry 2 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2022-05-17 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. Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 16:41 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionCommon Stock | 12,000 | $11.20 | $134,340.00 |
DisclosureSEC source: 0001562180-21-006674 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,869 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. Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:15 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-003699 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,869 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 14:02 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionNon-Employee Director Stock Option Grant · Derivative | 12,000 | $0.00 Strike: $15.86 | $0.00 |
DisclosureSEC source: 0001562180-21-003008 · primarydocument.xml · derivative · entry 3 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2021-05-12 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. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 14:02 UTC | GENTEX CORP GNTX · Entity 3954 | SaleCommon Stock | 5,440 | $35.69 | $194,177.54 |
DisclosureSEC source: 0001562180-21-003008 · primarydocument.xml · nonDerivative · entry 2 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,024 F1 · price: This transaction was executed in multiple trades at prices ranging from $35.68 to $35.735. The price reported above reflects the weighted average price. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 14:02 UTC | GENTEX CORP GNTX · Entity 3954 | Exercise / conversionCommon Stock | 12,000 | $15.86 | $190,260.00 |
DisclosureSEC source: 0001562180-21-003008 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,464 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. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:17 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 4,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003901 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,464 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| May 16, 2019 Filed May 20, 2019 11:45 UTC | GENTEX CORP GNTX · Entity 3954 | GrantCommon Stock | 4,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-002980 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,403 F1 · shares: These shares vest 100% one year from grant award date. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 21:15 UTC | GENTEX CORP GNTX · Entity 3954 | PurchaseCommon Stock | 5,000 | $22.99 | $114,949.50 |
DisclosureSEC source: 0001562180-18-003495 · primarydocument.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $22.9899 to $22.99. The price reported above reflects the weighted average price. F2 · balance_after: All shares held in trust account "Richard O Schaum Living Trust". Read SEC document |
| May 17, 2018 Filed May 18, 2018 00:46 UTC | GENTEX CORP GNTX · Entity 3954 | GrantNon-Employee Director Stock Option Grant · Derivative | 7,000 | $24.21 Strike: $24.21 | $169,470.00 |
DisclosureSEC source: 0001562180-18-002564 · primarydocument.xml · derivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2028-05-17 Read SEC document |
| May 08, 2018 Filed May 9, 2018 14:29 UTC | STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 | GrantCommon Stock | 7,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000874238-18-000058 · wf-form4_152587615991667.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,542 F1 · shares: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. F2 · balance_after: Of these shares, only the 7,404 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. Read SEC document |
| May 18, 2017 Filed May 22, 2017 12:59 UTC | GENTEX CORP GNTX · Entity 3954 | GrantNon-Employee Director Stock Option Grant · Derivative | 7,000 | $18.70 Strike: $18.70 | $130,900.00 |
DisclosureSEC source: 0001562180-17-002026 · primarydocument.xml · derivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2027-05-18 Read SEC document |
| April 28, 2017 Filed May 1, 2017 18:40 UTC | STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 | GrantCommon Stock | 5,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-017563 · doc1.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,138 F1 · shares: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. F1 · price: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. The shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. F2 · balance_after: Of these shares, only the 5,257 shares just awarded are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 12:04 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 2,991 | $41.13 | $123,004.88 |
DisclosureSEC source: 0001225208-17-008569 · doc4.xml · nonDerivative · entry 1 Schaum Richard O · CIK 0001333446 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,300.98 F1 · shares: The shares will vest 100% on the first anniversary of the grant 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.