Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASTEC INDUSTRIES INCASTE · Entity 425 | Director | August 28, 2026 | September 02, 2026 |
| Latham Group, Inc.SWIM · Entity 5107 | Director | May 01, 2026 | May 04, 2026 |
| Smith Douglas Homes Corp.SDHC · Entity 1658 | Director | October 01, 2026 | October 05, 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.
ASTEC INDUSTRIES INC
Report date August 28, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,324 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 25 · Balance 12,324 F1: Represents dividend equivalents earned on the prior RSU grant awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents earned on the prior RSU grant awards.
Latham Group, Inc.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 17,677 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 17,677 · Balance 17,677 F1: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026.
Smith Douglas Homes Corp.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 49,511 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 3,082 · Balance 49,511 F1: Shares were issued pursuant to the Company's Amended Non-Employee Director Compensation Program (the "Program") and the Company's 2024 Incentive Award Plan (the "2024 Plan") in lieu of a quarterly Board of Directors retainer fee, quarterly Lead Independent Director retainer fee, quarterly Board committee retainer fee, and quarterly Board committee chair retainer fee that would otherwise be payable in cash. In accordance with the Program, the number of shares issued was determined based on the Fair Market Value (as defined in the 2024 Plan) of the Company's common stock on the issuance date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were issued pursuant to the Company's Amended Non-Employee Director Compensation Program (the "Program") and the Company's 2024 Incentive Award Plan (the "2024 Plan") in lieu of a quarterly Board of Directors retainer fee, quarterly Lead Independent Director retainer fee, quarterly Board committee retainer fee, and quarterly Board committee chair retainer fee that would otherwise be payable in cash. In accordance with the Program, the number of shares issued was determined based on the Fair Market Value (as defined in the 2024 Plan) of the Company's common stock on the issuance date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PGT Innovations, Inc.
Report date March 28, 2024 · Filed March 28, 2024
Section 16 reporting ended · disclosed 2024-03-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PGTI Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-03-28 transaction · row 1
1 source rowRow 1 · 2024-03-28 · Disposition to issuer · Disposed 673,393 · Balance 0 F1: On March 28, 2024, the Company was acquired by MIWD Holding Company LLC pursuant to the merger agreement entered into by and between the Company, MIWD Holding Company LLC, and RMR Merge Co, Inc., dated as of January 16, 2024. F2: Upon the consummation of the merger, each issued and outstanding share of the Company's common stock was canceled and converted into the right receive $42.00 in cash without interest. In addition, each share of restricted stock and each restricted stock unit that were granted under the Company's Amended and Restated 2019 Equity and Incentive Compensation Plan, other than the Interim Awards described below, that were outstanding immediately prior to the consummation of the merger were canceled and converted into the right to receive $42.00 in cash without interest. F3: Includes 77,746 shares of restricted stock that will be settled in cash upon vesting in three equal installments on February 19, 2025, February 19, 2026, and February 19, 2027, subject to the terms of the grant agreement between the Company and the reporting person (the "Interim Awards"). |
Filing footnotes · ownership attribution and instrument terms
F1: On March 28, 2024, the Company was acquired by MIWD Holding Company LLC pursuant to the merger agreement entered into by and between the Company, MIWD Holding Company LLC, and RMR Merge Co, Inc., dated as of January 16, 2024.
F2: Upon the consummation of the merger, each issued and outstanding share of the Company's common stock was canceled and converted into the right receive $42.00 in cash without interest. In addition, each share of restricted stock and each restricted stock unit that were granted under the Company's Amended and Restated 2019 Equity and Incentive Compensation Plan, other than the Interim Awards described below, that were outstanding immediately prior to the consummation of the merger were canceled and converted into the right to receive $42.00 in cash without interest.
F3: Includes 77,746 shares of restricted stock that will be settled in cash upon vesting in three equal installments on February 19, 2025, February 19, 2026, and February 19, 2027, subject to the terms of the grant agreement between the Company and the reporting person (the "Interim Awards").
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 |
|---|---|---|---|---|---|---|
| March 30, 2020 Filed Feb 16, 2021 18:58 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 1,451 | $7.80 | $11,317.80 |
DisclosureSEC source: 0001354327-21-000003 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,071 F1 · kind: The reporting person purchased these shares of the Issuer's common stock during 2020 pursuant to his participation in the PGT Innovations, Inc. 2019 Employee Stock Purchase Plan (ESPP), in accordance with the terms of the ESPP. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 20:22 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | PurchasePGTI Common Stock | 3,225 | $9.29 | $29,960.25 |
DisclosureSEC source: 0001354327-20-000017 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,620 Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 17:00 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 6,119 | $16.02 | $98,026.38 |
DisclosureSEC source: 0001354327-20-000015 · primary_doc.xml · nonDerivative · entry 3 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,395 F1 · shares: Pursuant to a request from the reporting person, the Company withheld 3,166 shares on February 14, 2020, 6,451 shares on March 2, 2020, and 6,119 shares on March 3, 2020 to satisfy a tax withholding obligation in connection with stock awards on which the restrictions had lapsed. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 17:00 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 6,451 | $15.17 | $97,861.67 |
DisclosureSEC source: 0001354327-20-000015 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,514 F1 · shares: Pursuant to a request from the reporting person, the Company withheld 3,166 shares on February 14, 2020, 6,451 shares on March 2, 2020, and 6,119 shares on March 3, 2020 to satisfy a tax withholding obligation in connection with stock awards on which the restrictions had lapsed. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 17:51 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 50,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-20-000006 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,131 F1 · shares: Restricted stock granted under the issuer's 2019 Equity and Incentive Compensation Plan, which is expected to vest in three equal installments on February 14, 2021, February 14, 2022, and February 14, 2023, subject to the terms of the grant agreement between the issuer and the reporting person. Read SEC document |
| February 14, 2020 Filed Mar 4, 2020 17:00 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 3,166 | $16.56 | $52,428.96 |
DisclosureSEC source: 0001354327-20-000015 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,965 F1 · shares: Pursuant to a request from the reporting person, the Company withheld 3,166 shares on February 14, 2020, 6,451 shares on March 2, 2020, and 6,119 shares on March 3, 2020 to satisfy a tax withholding obligation in connection with stock awards on which the restrictions had lapsed. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 15:58 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | PurchasePGTI COMMON STOCK | 4,000 | $14.06 | $56,240.00 |
DisclosureSEC source: 0001354327-19-000022 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · PRES. AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,984 Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 16:09 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | PurchasePGTI COMMON STOCK | 3,000 | $14.35 | $43,050.00 |
DisclosureSEC source: 0001354327-19-000016 · primary_doc.xml · nonDerivative · entry 3 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,984 Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 16:09 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI COMMON STOCK | 10,761 | $14.76 | $158,832.36 |
DisclosureSEC source: 0001354327-19-000016 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,984 F2 · shares: Pursuant to a request from the reporting person, the Company withheld 10,761 shares to satisfy a tax withholding obligation in connection with stock awards on which the restrictions had lapsed. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:09 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI COMMON STOCK | 36,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-19-000016 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,745 F1 · shares: On February 13, 2019, the Board of Directors of the Issuer, upon the recommendation of the Compensation Committee of the Board of Directors, determined these performance shares would be earned, effective on March 1, 2019. These shares, which were granted in March 2018, are expected to vest in two equal increments on each of March 1, 2020 and March 1, 2021, subject to the grant agreement between the Issuer and the Reporting Person. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 17:04 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI COMMON STOCK | 38,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-19-000008 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,060 F1 · shares: Restricted stock granted under the issuer's 2014 Omnibus Equity Incentive Plan, which is expected to vest in three equal installments on each of February 14, 2020, February 14, 2021, and February 14, 2022, subject to the terms of the grant agreement between the issuer and the reporting person. Read SEC document |
| May 17, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,034 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · derivative · entry 7 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,034 shares Expires 2020-04-06 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. F6 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal installments beginning on April 6, 2011 Read SEC document |
| May 17, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 12,540 | $18.74 | $234,999.60 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · nonDerivative · entry 4 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,053 F2 · shares: Shares forfeited by the reporting person to cover both the aggregate exercise price of the options being exercised and taxes arising from that exercise F5 · price: This transaction was executed in multiple trades ranging from $18.65 to $18.83 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 17, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,034 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · derivative · entry 9 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,034 shares Expires 2020-04-06 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. F6 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal annual installments beginning on April 6, 2011. Read SEC document |
| May 17, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | SalePGTI Common Stock | 12,540 | $18.74 | $234,999.60 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · nonDerivative · entry 6 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,053 F2 · shares: Shares sold by the reporting person to cover both the aggregate exercise price of the options being exercised and taxes arising from that exercise. F5 · price: This transaction was executed in multiple trades ranging from $18.65 to $18.83 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 17, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGTI Common Stock | 27,034 | $2.00 | $54,068.00 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · nonDerivative · entry 5 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,593 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 · shares: This transaction was executed pursuant to a letter of instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010 Read SEC document |
| May 16, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 138,479 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · derivative · entry 6 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,034 Underlying: Common Stock · 138,479 shares Expires 2020-04-06 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. F6 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal installments beginning on April 6, 2011 Read SEC document |
| May 16, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 63,482 | $18.68 | $1,185,843.76 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · nonDerivative · entry 3 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,593 F2 · shares: Shares forfeited by the reporting person to cover both the aggregate exercise price of the options being exercised and taxes arising from that exercise F4 · price: This transaction was executed in multiple trades ranging from $18.60 to $18.80 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 16, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 138,479 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · derivative · entry 8 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,034 Underlying: Common Stock · 138,479 shares Expires 2020-04-06 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. F6 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal annual installments beginning on April 6, 2011. Read SEC document |
| May 16, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | SalePGTI Common Stock | 63,482 | $18.68 | $1,185,843.76 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · nonDerivative · entry 4 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,559 F2 · shares: Shares sold by the reporting person to cover both the aggregate exercise price of the options being exercised and taxes arising from that exercise. F4 · price: This transaction was executed in multiple trades ranging from $18.60 to $18.80 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 16, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGTI Common Stock | 138,479 | $2.00 | $276,958.00 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · nonDerivative · entry 3 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,041 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 · shares: This transaction was executed pursuant to a letter of instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010 Read SEC document |
| May 15, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,734 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · derivative · entry 5 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,513 Underlying: Common Stock · 20,734 shares Expires 2020-04-06 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. F6 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal installments beginning on April 6, 2011 Read SEC document |
| May 15, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 9,511 | $18.60 | $176,904.60 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,075 F2 · shares: Shares forfeited by the reporting person to cover both the aggregate exercise price of the options being exercised and taxes arising from that exercise F3 · price: This transaction was executed in multiple trades ranging from $18.60 to $18.65 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 15, 2018 Filed May 17, 2018 17:19 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGTI Common Stock | 186,247 | $2.00 | $372,494.00 |
DisclosureSEC source: 0001354327-18-000030 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,586 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 · shares: This transaction was executed pursuant to a letter of instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010. Read SEC document |
| May 15, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,734 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · derivative · entry 7 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,513 Underlying: Common Stock · 20,734 shares Expires 2020-04-06 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. F6 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal annual installments beginning on April 6, 2011. Read SEC document |
| May 15, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | SalePGTI Common Stock | 9,511 | $18.60 | $176,904.60 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,562 F2 · shares: Shares sold by the reporting person to cover both the aggregate exercise price of the options being exercised and taxes arising from that exercise. F3 · price: This transaction was executed in multiple trades ranging from $18.60 to $18.65 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 15, 2018 Filed May 18, 2018 17:21 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGTI Common Stock | 20,734 | $2.00 | $41,468.00 |
DisclosureSEC source: 0001354327-18-000033 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,073 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 · shares: This transaction was executed pursuant to a letter of instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010 Read SEC document |
| May 14, 2018 Filed May 15, 2018 16:43 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 51,511 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000029 · primary_doc.xml · derivative · entry 5 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,247 Underlying: Common Stock · 51,511 shares Expires 2020-04-06 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. F4 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal installments beginning on April 6, 2011. Read SEC document |
| May 14, 2018 Filed May 15, 2018 16:43 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 23,600 | $18.76 | $442,736.00 |
DisclosureSEC source: 0001354327-18-000029 · primary_doc.xml · nonDerivative · entry 3 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,339 F3 · price: This transaction was executed in multiple trades ranging from $18.65 to $18.83 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 14, 2018 Filed May 18, 2018 17:05 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 51,511 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000032 · primary_doc.xml · derivative · entry 6 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,247 Underlying: Common Stock · 51,511 shares Expires 2020-04-06 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. F4 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal annual installments beginning on April 6, 2011. Read SEC document |
| May 14, 2018 Filed May 18, 2018 17:05 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | SalePGT Common Stock | 23,600 | $18.76 | $442,736.00 |
DisclosureSEC source: 0001354327-18-000032 · primary_doc.xml · nonDerivative · entry 4 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,339 F3 · price: This transaction was executed in multiple trades ranging from $18.65 to $18.83 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 14, 2018 Filed May 18, 2018 17:05 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGTI Common Stock | 51,511 | $2.00 | $103,022.00 |
DisclosureSEC source: 0001354327-18-000032 · primary_doc.xml · nonDerivative · entry 3 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,939 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 · shares: This transaction was executed pursuant to a letter if instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010. Read SEC document |
| May 11, 2018 Filed May 15, 2018 16:43 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 51,122 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000029 · primary_doc.xml · derivative · entry 4 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,758 Underlying: Common Stock · 51,122 shares Expires 2020-04-06 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. F4 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal installments beginning on April 6, 2011. Read SEC document |
| May 11, 2018 Filed May 15, 2018 16:43 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 23,407 | $18.85 | $441,221.95 |
DisclosureSEC source: 0001354327-18-000029 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,939 F2 · price: This transaction was executed in multiple trades ranging from $18.80 to $18.95 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 11, 2018 Filed May 15, 2018 16:43 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGTI Common Stock | 102,633 | $2.00 | $205,266.00 |
DisclosureSEC source: 0001354327-18-000029 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,346 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 · shares: This transaction was executed pursuant to a letter of instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010 Read SEC document |
| May 11, 2018 Filed May 18, 2018 17:05 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionStock Option (Right to Buy) · Derivative | 51,122 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000032 · primary_doc.xml · derivative · entry 5 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,758 Underlying: Common Stock · 237,758 shares Expires 2020-04-06 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. F4 · derivative.exercise_date: An aggregate of 732,626 options exercisable in five approximately equal annual installments beginning on April 6, 2011. Read SEC document |
| May 11, 2018 Filed May 18, 2018 17:05 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | SalePGTI Common Stock | 23,407 | $18.85 | $441,221.95 |
DisclosureSEC source: 0001354327-18-000032 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,428 F2 · price: This transaction was executed in multiple trades ranging from $18.80 to $18.95 per share. The price reported above represents the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the numbers of shares and prices at which the transactions were affected upon request by the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 11, 2018 Filed May 18, 2018 17:05 UTC Amendment | PGT Innovations, Inc. PGTI · Entity 92532 | Exercise / conversionPGT Common Stock | 51,122 | $2.00 | $102,244.00 |
DisclosureSEC source: 0001354327-18-000032 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,835 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 · shares: This transaction was executed pursuant to a letter if instruction from the reporting person whereby reporting person elected to exercise options granted on April 6, 2010. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 10:01 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 16,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000014 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,713 F1 · shares: On January 31, 2018, the Compensation Committee of the Issuer's Board of Directors determined these performance shares were earned, based on the level of attainment of various financial performance goals. These shares, which were granted in March 2017, are expected to vest in two equal increments on each of March 4, 2019 and March 3, 2020, subject to the grant agreement between the Issuer and the Reporting Person. Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 16:50 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI Common Stock | 7,564 | $19.30 | $145,985.20 |
DisclosureSEC source: 0001354327-18-000009 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,986 F2 · shares: Pursuant to a request from the reporting person, the Company withheld 7,564 shares to satisfy a tax withholding obligation in connection with stock awards on which the restrictions had lapsed. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 16:50 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 24,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-18-000009 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,550 F1 · shares: Restricted stock granted under the issuer's 2014 Omnibus Equity Incentive Plan, which is expected to vest in three equal installments on each of March 2, 2019, March 2, 2020, and March 2, 2021, subject to the terms of the grant agreement between the issuer and the reporting person. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 15:46 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | Tax withholdingPGTI COMMON STOCK | 7,683 | $10.30 | $79,134.90 |
DisclosureSEC source: 0001354327-17-000014 · primary_doc.xml · nonDerivative · entry 2 Jackson Jeffrey T · CIK 0001366229 · Director · PRESIDENT AND COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,093 F2 · shares: Pursuant to a request from the reporting person, the Company withheld 7,683 shares to satisfy a tax withholding obligation in connection with stock awards on which the restrictions had lapsed. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 15:46 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI COMMON STOCK | 22,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-17-000014 · primary_doc.xml · nonDerivative · entry 1 Jackson Jeffrey T · CIK 0001366229 · Director · PRESIDENT AND COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,776 F1 · shares: Restricted stock granted under the issuer's current equity incentive plan, which is expected to vest in three equal installments on March 3, 2018, March 3, 2019, and March 3, 2020, subject to the terms of the grant agreement between the issuer and the reporting person. 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.