Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWER SOLUTIONS INTERNATIONAL, INC.PSIX · Entity 5108 | CFO | March 06, 2026 | April 17, 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.
POWER SOLUTIONS INTERNATIONAL, INC.
Report date March 06, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,665 |
Reported balance
After 2026-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 1,665 · Balance 1,665 F1: Each Phantom Unit represents an unfunded, unsecured right to receive a cash payment equal to the average Fair Market Value per share of the Issuer's Common Stock over the thirty (30) trading days immediately preceding the applicable vesting date. Phantom Units are settled in cash only and do not entitle the Reporting Person to any shares of Common Stock or voting rights. One-third of the Phantom Units vest on each of March 6, 2027, March 6, 2028 and March 6, 2029, subject to the Reporting Person's continuous service with the Issuer or its affiliates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit represents an unfunded, unsecured right to receive a cash payment equal to the average Fair Market Value per share of the Issuer's Common Stock over the thirty (30) trading days immediately preceding the applicable vesting date. Phantom Units are settled in cash only and do not entitle the Reporting Person to any shares of Common Stock or voting rights. One-third of the Phantom Units vest on each of March 6, 2027, March 6, 2028 and March 6, 2029, subject to the Reporting Person's continuous service with the Issuer or its affiliates.
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 06, 2026 Filed Apr 17, 2026 15:29 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | GrantPhantom Stock · Derivative | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-160722 · ownership.xml · derivative · entry 1 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,665 Underlying: Common Stock · 1,665 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit represents an unfunded, unsecured right to receive a cash payment equal to the average Fair Market Value per share of the Issuer's Common Stock over the thirty (30) trading days immediately preceding the applicable vesting date. Phantom Units are settled in cash only and do not entitle the Reporting Person to any shares of Common Stock or voting rights. One-third of the Phantom Units vest on each of March 6, 2027, March 6, 2028 and March 6, 2029, subject to the Reporting Person's continuous service with the Issuer or its affiliates. F1 · derivative.exercise_date: Each Phantom Unit represents an unfunded, unsecured right to receive a cash payment equal to the average Fair Market Value per share of the Issuer's Common Stock over the thirty (30) trading days immediately preceding the applicable vesting date. Phantom Units are settled in cash only and do not entitle the Reporting Person to any shares of Common Stock or voting rights. One-third of the Phantom Units vest on each of March 6, 2027, March 6, 2028 and March 6, 2029, subject to the Reporting Person's continuous service with the Issuer or its affiliates. F1 · derivative.expiration_date: Each Phantom Unit represents an unfunded, unsecured right to receive a cash payment equal to the average Fair Market Value per share of the Issuer's Common Stock over the thirty (30) trading days immediately preceding the applicable vesting date. Phantom Units are settled in cash only and do not entitle the Reporting Person to any shares of Common Stock or voting rights. One-third of the Phantom Units vest on each of March 6, 2027, March 6, 2028 and March 6, 2029, subject to the Reporting Person's continuous service with the Issuer or its affiliates. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:05 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | Exercise / conversionStock Appreciation Rights · Derivative | 7,500 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054563 · ownership.xml · derivative · entry 3 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2032-09-02 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_date: The SAR vests and becomes exercisable on September 2, 2026. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:05 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | Tax withholdingCommon Stock | 3,429 | $92.72 | $317,936.88 |
DisclosureSEC source: 0001193125-26-054563 · ownership.xml · nonDerivative · entry 2 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,592 F1 · shares: The reporting person received 4,071 shares of common stock upon the net exercise of 7,500 stock appreciation rights ("SARs"). A total of 3,429 shares of common stock underlying such SARs were withheld in payment of the exercise price and to satisfy the withholding tax obligation resulting from the exercise. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:05 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | Exercise / conversionCommon Stock | 7,500 | $2.00 | $15,000.00 |
DisclosureSEC source: 0001193125-26-054563 · ownership.xml · nonDerivative · entry 1 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,021 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 |
| August 25, 2025 Filed Aug 27, 2025 17:51 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | PurchaseCommon Stock | 300 | $92.82 | $27,846.00 |
DisclosureSEC source: 0000950170-25-111647 · ownership.xml · nonDerivative · entry 5 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521 F3 · kind: The reported purchase was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of 200 shares of common stock at a price of $93.30 per share on August 25, 2025 and of 100 shares of common stock at a price of $93.20 per share on August 25, 2025. The reporting person has paid to the Issuer $134.00, representing the full amount of the profit realized in connection with the short-swing transaction. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 17:51 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | SaleCommon Stock | 200 | $93.30 | $18,660.00 |
DisclosureSEC source: 0000950170-25-111647 · ownership.xml · nonDerivative · entry 4 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221 Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 17:51 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | SaleCommon Stock | 600 | $93.20 | $55,920.00 |
DisclosureSEC source: 0000950170-25-111647 · ownership.xml · nonDerivative · entry 3 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421 Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 17:51 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | SaleCommon Stock | 3,600 | $92.93 | $334,540.80 |
DisclosureSEC source: 0000950170-25-111647 · ownership.xml · nonDerivative · entry 2 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.50 to $93.10. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 17:51 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | SaleCommon Stock | 3,600 | $91.60 | $329,770.80 |
DisclosureSEC source: 0000950170-25-111647 · ownership.xml · nonDerivative · entry 1 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,621 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.40 to $92.30. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:44 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | Exercise / conversionStock Appreciation Rights · Derivative | 15,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000950170-25-109121 · ownership.xml · derivative · entry 3 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2032-09-02 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_date: The SAR vests and becomes exercisable in two equal installments on each of September 2, 2025 and September 2, 2026. F2 · derivative.underlying_shares: The SAR vests and becomes exercisable in two equal installments on each of September 2, 2025 and September 2, 2026. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:44 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | Tax withholdingCommon Stock | 6,779 | $95.45 | $647,055.55 |
DisclosureSEC source: 0000950170-25-109121 · ownership.xml · nonDerivative · entry 2 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,221 F1 · kind: The reporting person received 8,221 shares of common stock upon the net exercise of 15,000 stock appreciation rights ("SARs"). A total of 6,779 shares of common stock underlying such SARs were withheld in payment of the exercise price and to satisfy the withholding tax obligation resulting from the exercise. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:44 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | Exercise / conversionCommon Stock | 15,000 | $2.00 | $30,000.00 |
DisclosureSEC source: 0000950170-25-109121 · ownership.xml · nonDerivative · entry 1 Li Xun · CIK 0001944401 · CFO 10b5-1 filing: No plan indicated 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 |
| September 02, 2022 Filed Sep 6, 2022 21:25 UTC | POWER SOLUTIONS INTERNATIONAL, INC. PSIX · Entity 5108 | GrantStock Appreciation Right · Derivative | 30,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000899243-22-030446 · doc4.xml · derivative · entry 1 Li Xun · CIK 0001944401 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2032-09-02 F1 · date: The Issuer granted the stock appreciation right (the "SAR") on September 2, 2022, pursuant to a Stock Appreciation Rights Agreement dated September 2, 2022, under the Issuer's 2012 Incentive Compensation Plan as amended and restated. F2 · shares: The SAR vests and becomes exercisable in four equal installments on each of September 2, 2023, September 2, 2024, September 2, 2025 and September 2, 2026. F2 · derivative.exercise_date: The SAR vests and becomes exercisable in four equal installments on each of September 2, 2023, September 2, 2024, September 2, 2025 and September 2, 2026. F2 · derivative.underlying_shares: The SAR vests and becomes exercisable in four equal installments on each of September 2, 2023, September 2, 2024, September 2, 2025 and September 2, 2026. 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.