Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRECISION OPTICS CORPORATION, INC.POCI · Entity 7237 | 10% owner | March 27, 2026 | May 06, 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.
PRECISION OPTICS CORPORATION, INC.
Report date March 27, 2026 · Filed May 06, 2026
Jointly reported with NEEDHAM INVESTMENT MANAGEMENT LLC, Needham Aggressive Growth Fund
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,670,550 |
Reported balance
Holding disclosure · report date 2026-03-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,670,550 F1: The reported securities are directly owned by Needham Aggressive Growth Fund, an investment advisory client of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) NIM; and (ii) George A. Needham as President and CEO of NIM. NIM and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended or for any other purpose. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy: Needham Investment Management L.L.C. | 1,670,550 |
Reported balance
Holding disclosure · report date 2026-03-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,670,550 F1: The reported securities are directly owned by Needham Aggressive Growth Fund, an investment advisory client of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) NIM; and (ii) George A. Needham as President and CEO of NIM. NIM and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are directly owned by Needham Aggressive Growth Fund, an investment advisory client of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) NIM; and (ii) George A. Needham as President and CEO of NIM. NIM and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended or for any other purpose.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KVH INDUSTRIES INC \DE\
Report date December 14, 2022 · Filed June 08, 2023
Jointly reported with NEEDHAM GROUP, INC.
Section 16 reporting ended · disclosed 2023-06-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 1,857,850 |
Reported balance
Holding disclosure · report date 2022-12-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,857,850 F1: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 74,900 |
Reported balance
Holding disclosure · report date 2022-12-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 74,900 F2: These securities are directly owned by The Needham Group and may be deemed to be indirectly beneficially owned by George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. George A. Needham disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that George A. Needham is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.
F2: These securities are directly owned by The Needham Group and may be deemed to be indirectly beneficially owned by George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. George A. Needham disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that George A. Needham is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Jan 13, 2023 23:48 UTC | KVH INDUSTRIES INC \DE\ KVHI · Entity 6612 | PurchaseCommon Stock, par value $0.01 per share | 1,200 | $9.80 | $11,760.72 |
DisclosureSEC source: 0000919574-23-000342 · ownership.xml · nonDerivative · entry 2 NEEDHAM GROUP, INC. · CIK 0001396716 · 10% owner NEEDHAM GEORGE A · CIK 0001215611 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,857,850 F1 · ownership.nature: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. Read SEC document |
| December 14, 2022 Filed Jan 13, 2023 23:48 UTC | KVH INDUSTRIES INC \DE\ KVHI · Entity 6612 | PurchaseCommon Stock, par value $0.01 per share | 2,500 | $9.90 | $24,744.25 |
DisclosureSEC source: 0000919574-23-000342 · ownership.xml · nonDerivative · entry 1 NEEDHAM GROUP, INC. · CIK 0001396716 · 10% owner NEEDHAM GEORGE A · CIK 0001215611 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,856,650 F1 · ownership.nature: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. Read SEC document |
| June 06, 2022 Filed Jan 13, 2023 23:18 UTC | KVH INDUSTRIES INC \DE\ KVHI · Entity 6612 | PurchaseCommon Stock, par value $0.01 per share | 8,350 | $7.79 | $65,080.74 |
DisclosureSEC source: 0000919574-23-000338 · ownership.xml · nonDerivative · entry 3 NEEDHAM GROUP, INC. · CIK 0001396716 · 10% owner NEEDHAM GEORGE A · CIK 0001215611 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,830,500 F1 · ownership.nature: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. Read SEC document |
| June 02, 2022 Filed Jan 13, 2023 23:18 UTC | KVH INDUSTRIES INC \DE\ KVHI · Entity 6612 | PurchaseCommon Stock, par value $0.01 per share | 2,650 | $7.58 | $20,078.79 |
DisclosureSEC source: 0000919574-23-000338 · ownership.xml · nonDerivative · entry 2 NEEDHAM GROUP, INC. · CIK 0001396716 · 10% owner NEEDHAM GEORGE A · CIK 0001215611 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,822,150 F1 · ownership.nature: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. Read SEC document |
| May 27, 2022 Filed Jan 13, 2023 23:18 UTC | KVH INDUSTRIES INC \DE\ KVHI · Entity 6612 | PurchaseCommon Stock, par value $0.01 per share | 4,500 | $7.75 | $34,864.20 |
DisclosureSEC source: 0000919574-23-000338 · ownership.xml · nonDerivative · entry 1 NEEDHAM GROUP, INC. · CIK 0001396716 · 10% owner NEEDHAM GEORGE A · CIK 0001215611 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,819,500 F1 · ownership.nature: The reported securities are directly owned by certain investment advisory clients of Needham Investment Management, L.L.C. ("NIM"), a Delaware limited liability company that is registered as an investment adviser with the Securities and Exchange Commission, and may be deemed to be indirectly beneficially owned by: (i) The Needham Group, Inc. ("The Needham Group"), a Delaware corporation this is the ultimate parent company of NIM; and (ii) George A. Needham as shareholder and Chairman of the Board of Directors of The Needham Group. The Needham Group and George A. Needham disclaim beneficial ownership of the reported securities except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission that either of them are the beneficial owners of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. 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.