Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW · Entity 4934 | Director | May 15, 2026 | May 19, 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.
Babcock & Wilcox Enterprises, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 207,338 |
Ending reported balance
After 2026-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-15 · Exercise / conversion · Acquired 85,000 · Balance 254,088 Row 2 · 2026-05-15 · Disposition to issuer · Disposed 46,750 · Balance 207,338 F1: Represents the settlement in cash, pursuant to the applicable award terms, by BW of a portion of the restricted stock units that vested to facilitate tax payments by the reporting person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,725 |
Reported balance
After 2026-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-15 · Grant · Acquired 8,725 · Balance 8,725 F2: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3: Vests May 15, 2027 or date of next Annual Meeting, whichever is earlier. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-15 · Exercise / conversion · Disposed 85,000 · Balance 0 F2: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F4: Vests May 15, 2026 or date of next Annual Meeting, whichever is earlier. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the settlement in cash, pursuant to the applicable award terms, by BW of a portion of the restricted stock units that vested to facilitate tax payments by the reporting person.
F2: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock.
F3: Vests May 15, 2027 or date of next Annual Meeting, whichever is earlier.
F4: Vests May 15, 2026 or date of next Annual Meeting, whichever is earlier.
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 15, 2026 Filed May 19, 2026 20:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 85,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001630805-26-000046 · form4.xml · derivative · entry 4 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,000 shares Expires not disclosed 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. F2 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: Vests May 15, 2026 or date of next Annual Meeting, whichever is earlier. F4 · derivative.expiration_date: Vests May 15, 2026 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 8,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001630805-26-000046 · form4.xml · derivative · entry 3 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,725 Underlying: Common Stock · 8,725 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: Vests May 15, 2027 or date of next Annual Meeting, whichever is earlier. F3 · derivative.expiration_date: Vests May 15, 2027 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Disposition to issuerCommon Stock | 46,750 | $21.22 | $992,035.00 |
DisclosureSEC source: 0001630805-26-000046 · form4.xml · nonDerivative · entry 2 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,338 F1 · shares: Represents the settlement in cash, pursuant to the applicable award terms, by BW of a portion of the restricted stock units that vested to facilitate tax payments by the reporting person. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 85,000 | $21.22 | $1,803,700.00 |
DisclosureSEC source: 0001630805-26-000046 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,088 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 16, 2025 20:40 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 85,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014726 · form4.xml · derivative · entry 3 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,000 Underlying: Common Stock · 85,000 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: Vests May 15, 2026 or date of next Annual Meeting, whichever is earlier. F3 · derivative.expiration_date: Vests May 15, 2026 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:40 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 84,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014726 · form4.xml · derivative · entry 2 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,821 shares Expires not disclosed 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 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Vests May 15, 2025 or date of next Annual Meeting, whichever is earlier. F2 · derivative.expiration_date: Vests May 15, 2025 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:40 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 84,821 | $0.83 | $70,401.43 |
DisclosureSEC source: 0001127602-25-014726 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,088 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, 2024 Filed May 17, 2024 20:50 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 84,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015861 · form4.xml · derivative · entry 3 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,821 Underlying: Common Stock · 84,821 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: Vests May 15, 2025 or date of next Annual Meeting, whichever is earlier. F3 · derivative.expiration_date: Vests May 15, 2025 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:50 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 16,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015861 · form4.xml · derivative · entry 2 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,964 shares Expires not disclosed 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 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Vests May 18, 2024 or date of next Annual Meeting, whichever is earlier. F2 · derivative.expiration_date: Vests May 18, 2024 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:50 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 16,964 | $1.14 | $19,338.96 |
DisclosureSEC source: 0001127602-24-015861 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,267 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 |
| March 18, 2024 Filed Mar 20, 2024 20:32 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 6,000 | $0.97 | $5,811.00 |
DisclosureSEC source: 0001127602-24-010794 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,303 Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 12:51 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 10,000 | $1.17 | $11,673.00 |
DisclosureSEC source: 0001127602-23-027477 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,303 Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:42 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 16,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016477 · form4.xml · derivative · entry 3 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,964 Underlying: Common Stock · 16,964 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: Vests May 18, 2024 or date of next Annual Meeting, whichever is earlier. F3 · derivative.expiration_date: Vests May 18, 2024 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:42 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 15,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016477 · form4.xml · derivative · entry 2 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,273 shares Expires not disclosed 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 · derivative.exercise_price: Pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated 2021 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Vests May 19, 2023 or date of next Annual Meeting, whichever is earlier. F2 · derivative.expiration_date: Vests May 19, 2023 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:42 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 15,273 | $5.60 | $85,528.80 |
DisclosureSEC source: 0001127602-23-016477 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,303 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 |
| March 20, 2023 Filed Mar 22, 2023 12:12 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 2,500 | $5.53 | $13,825.00 |
DisclosureSEC source: 0001127602-23-010974 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,030 Read SEC document |
| November 21, 2022 Filed Nov 29, 2022 22:44 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 4,000 | $4.95 | $19,800.00 |
DisclosureSEC source: 0001127602-22-026497 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,530 Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:43 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 15,273 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015392 · form4.xml · derivative · entry 3 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,273 Underlying: Common Stock · 15,273 shares Expires not disclosed F2 · derivative.exercise_date: Vests May 19, 2023 or date of next Annual Meeting, whichever is earlier. F2 · derivative.expiration_date: Vests May 19, 2023 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:43 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 10,686 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015392 · form4.xml · derivative · entry 2 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,686 shares Expires not disclosed 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 · derivative.exercise_date: Vests in May 20, 2022 or date of next Annual Meeting, whichever is earlier. F1 · derivative.expiration_date: Vests in May 20, 2022 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:43 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 10,686 | $6.22 | $66,466.92 |
DisclosureSEC source: 0001127602-22-015392 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,530 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 12, 2022 Filed May 16, 2022 12:00 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | PurchaseCommon Stock | 4,000 | $5.41 | $21,640.00 |
DisclosureSEC source: 0001127602-22-014543 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,844 Read SEC document |
| June 04, 2021 Filed Jul 2, 2021 20:39 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 14,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021282 · form4.xml · derivative · entry 4 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,844 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BW common stock. F2 · derivative.expiration_date: RSUs vest immediately. Read SEC document |
| June 04, 2021 Filed Jul 2, 2021 20:39 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 10,686 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021282 · form4.xml · derivative · entry 3 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,686 Underlying: Common Stock · 10,686 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BW common stock. F3 · derivative.exercise_date: Vests in May 20, 2022 or date of next Annual Meeting, whichever is earlier. F3 · derivative.expiration_date: Vests in May 20, 2022 or date of next Annual Meeting, whichever is earlier. Read SEC document |
| June 04, 2021 Filed Jul 2, 2021 20:39 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 14,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021282 · form4.xml · derivative · entry 2 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,844 Underlying: Common Stock · 14,844 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BW common stock. F2 · derivative.expiration_date: RSUs vest immediately. Read SEC document |
| June 04, 2021 Filed Jul 2, 2021 20:39 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 14,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021282 · form4.xml · nonDerivative · entry 1 Tato Joseph A · CIK 0001823397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,844 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.