Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TAYLOR DEVICES, INC.TAYD · Entity 6338 | Director | October 02, 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.
TAYLOR DEVICES, INC.
Report date October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,426 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Exercise / conversion · Acquired 5,000 · Balance 48,426 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.80 · Expires 2027-04-18 | Direct | 0 |
Reported balance
After 2026-10-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-02 · Exercise / conversion · Disposed 5,000 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 5, 2026 15:47 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $13.80 | $0.00 |
DisclosureSEC source: 0001376474-26-000627 · form.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2027-04-18 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 02, 2026 Filed Oct 5, 2026 15:47 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $13.80 | $69,000.00 |
DisclosureSEC source: 0001376474-26-000627 · form.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,426 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 18, 2026 Filed Apr 20, 2026 18:14 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $56.43 | $0.00 |
DisclosureSEC source: 0001376474-26-000297 · form.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2036-04-18 Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 19:26 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $16.40 | $0.00 |
DisclosureSEC source: 0001376474-26-000290 · form.xml · derivative · entry 3 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2026-04-18 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 13, 2026 Filed Apr 15, 2026 19:26 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Tax withholdingCommon Stock | 1,574 | $52.11 | $82,016.42 |
DisclosureSEC source: 0001376474-26-000290 · form.xml · nonDerivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,426 Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 19:26 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $16.40 | $82,000.00 |
DisclosureSEC source: 0001376474-26-000290 · form.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 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 18, 2025 Filed Apr 22, 2025 20:51 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $30.55 | $0.00 |
DisclosureSEC source: 0001376474-25-000361 · filing.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2035-04-18 Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 16:34 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $12.20 Strike: $12.20 | $61,000.00 |
DisclosureSEC source: 0001376474-25-000347 · filing.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-04-17 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 |
| April 14, 2025 Filed Apr 16, 2025 16:34 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $12.20 | $61,000.00 |
DisclosureSEC source: 0001376474-25-000347 · filing.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 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 18, 2024 Filed Apr 19, 2024 19:51 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $46.99 | $0.00 |
DisclosureSEC source: 0001376474-24-000181 · jb_4.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2034-04-18 Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 16:53 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $8.99 | $0.00 |
DisclosureSEC source: 0001376474-24-000156 · jb_4.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2024-04-18 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 08, 2024 Filed Apr 9, 2024 16:53 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $8.99 | $44,925.50 |
DisclosureSEC source: 0001376474-24-000156 · jb_4.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 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 18, 2023 Filed Apr 19, 2023 21:41 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $19.96 | $0.00 |
DisclosureSEC source: 0001376474-23-000228 · jb_4.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2033-04-18 Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 20:34 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $7.74 | $0.00 |
DisclosureSEC source: 0001376474-23-000160 · jb_4.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-04-18 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 16, 2023 Filed Mar 17, 2023 20:34 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $7.74 | $38,700.00 |
DisclosureSEC source: 0001376474-23-000160 · jb_4.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 18, 2022 Filed Apr 22, 2022 20:27 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantSTOCK OPTION (RIGHT TO BUY) · Derivative | 5,000 | $0.00 Strike: $9.53 | $0.00 |
DisclosureSEC source: 0001248297-22-000004 · primary_doc.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: COMMON STOCK · 5,000 shares Expires 2032-04-18 Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 18:59 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantSTOCK OPTION (RIGHT TO BUY) · Derivative | 5,000 | $0.00 Strike: $11.95 | $0.00 |
DisclosureSEC source: 0001388646-21-000002 · primary_doc.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: COMMON STOCK · 5,000 shares Expires 2031-04-22 Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 20:51 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $5.69 | $0.00 |
DisclosureSEC source: 0001388646-21-000001 · primary_doc.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-04-18 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 09, 2021 Filed Apr 13, 2021 20:51 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $5.69 | $28,425.00 |
DisclosureSEC source: 0001388646-21-000001 · primary_doc.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 18, 2020 Filed Apr 21, 2020 15:17 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001388646-20-000001 · primary_doc.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2030-04-18 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 19:10 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $6.35 | $0.00 |
DisclosureSEC source: 0001776948-20-000003 · primary_doc.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2020-04-18 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 13, 2020 Filed Apr 15, 2020 19:10 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $6.35 | $31,750.00 |
DisclosureSEC source: 0001776948-20-000003 · primary_doc.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 18, 2019 Filed Apr 22, 2019 15:26 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $11.98 | $0.00 |
DisclosureSEC source: 0001388646-19-000001 · primary_doc.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2029-04-18 Read SEC document |
| April 03, 2019 Filed Apr 3, 2019 16:38 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $2.83 | $0.00 |
DisclosureSEC source: 0000096536-19-000015 · primary_doc.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-04-18 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 03, 2019 Filed Apr 3, 2019 16:38 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $2.83 | $14,150.00 |
DisclosureSEC source: 0000096536-19-000015 · primary_doc.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 18, 2018 Filed Apr 19, 2018 16:41 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0000096536-18-000015 · primary_doc.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-04-18 Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:34 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $5.21 | $0.00 |
DisclosureSEC source: 0000096536-18-000011 · primary_doc.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-04-18 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 13, 2018 Filed Apr 16, 2018 20:34 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $5.21 | $26,025.00 |
DisclosureSEC source: 0000096536-18-000011 · primary_doc.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 18, 2017 Filed Apr 19, 2017 20:10 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $13.80 | $0.00 |
DisclosureSEC source: 0000096536-17-000021 · primary_doc.xml · derivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2027-04-18 Read SEC document |
| April 06, 2017 Filed Apr 6, 2017 19:49 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $5.58 | $0.00 |
DisclosureSEC source: 0000096536-17-000010 · primary_doc.xml · derivative · entry 2 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2017-04-18 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 06, 2017 Filed Apr 6, 2017 19:49 UTC | TAYLOR DEVICES, INC. TAYD · Entity 6338 | Exercise / conversionCommon Stock | 5,000 | $5.58 | $27,875.00 |
DisclosureSEC source: 0000096536-17-000010 · primary_doc.xml · nonDerivative · entry 1 Burgess John · CIK 0001388646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.