Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CECO ENVIRONMENTAL CORPCECO · Entity 4034 | Director · Chief Executive Officer | March 31, 2026 | April 02, 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.
CECO ENVIRONMENTAL CORP
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450,688 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Tax withholding · Disposed 2,110 · Balance 450,688 F1: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy first son | 444 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 444 |
| Common StockSEC Table I · non-derivative | IndirectBy second son | 444 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 444 |
| Common StockSEC Table I · non-derivative | IndirectBy third son | 444 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 444 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 444 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 444 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.36 | Direct | 316,902 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 316,902 F2: The stock option vested in four installments beginning on June 6, 2021, and expires on June 6, 2027. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.72 | Direct | 598,204 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 598,204 F2: The stock option vested in four installments beginning on June 6, 2021, and expires on June 6, 2027. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.31 | Direct | 25,446 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 25,446 F3: The stock option vests in three equal annual installments beginning on March 15, 2025, and expires on March 15, 2034. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.50 | Direct | 67,347 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 67,347 F4: The stock option vests in three equal annual installments beginning on March 17, 2026, and expires on March 17, 2035. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.06 | Direct | 17,563 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 17,563 F5: The stock option vests in three equal annual installments beginning on March 16, 2027 and expires on March 16, 2036. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 225,000 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 225,000 F6: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock. F7: Conversion of restricted stock units to the Company's common stock will occur on July 5, 2027 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 150,000 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 150,000 F6: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock. F8: Conversion of restricted stock units to the Company's common stock will occur on June 4, 2029 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld for net settlement to cover the tax liability for the vesting of restricted stock units.
F2: The stock option vested in four installments beginning on June 6, 2021, and expires on June 6, 2027.
F3: The stock option vests in three equal annual installments beginning on March 15, 2025, and expires on March 15, 2034.
F4: The stock option vests in three equal annual installments beginning on March 17, 2026, and expires on March 17, 2035.
F5: The stock option vests in three equal annual installments beginning on March 16, 2027 and expires on March 16, 2036.
F6: Represents performance-based restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Company's stock.
F7: Conversion of restricted stock units to the Company's common stock will occur on July 5, 2027 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period.
F8: Conversion of restricted stock units to the Company's common stock will occur on June 4, 2029 assuming the reporting person is still employed by the Company and if the shares of the Company's common stock have achieved certain stock price targets over the course of the performance period.
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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 6, 2021 01:36 UTC | CECO ENVIRONMENTAL CORP CECE · Entity 4034 | GrantCommon Stock | 36,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-014982 · doc4.xml · nonDerivative · entry 1 Gleason Todd R · CIK 0001571235 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,105 Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 23:58 UTC | CECO ENVIRONMENTAL CORP CECE · Entity 4034 | GrantEmployee Stock Option (right to buy) · Derivative | 898,204 | $0.00 Strike: $12.72 | $0.00 |
DisclosureSEC source: 0000899243-20-018677 · doc4.xml · derivative · entry 3 Gleason Todd R · CIK 0001571235 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898,204 Underlying: Common Stock · 898,204 shares Expires not disclosed F1 · derivative.exercise_date: The stock option generally vests in four substantially equal annual installments beginning on July 6, 2021 and generally expires seven years from the date of grant. F1 · derivative.expiration_date: The stock option generally vests in four substantially equal annual installments beginning on July 6, 2021 and generally expires seven years from the date of grant. Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 23:58 UTC | CECO ENVIRONMENTAL CORP CECE · Entity 4034 | GrantEmployee Stock Option (right to buy) · Derivative | 316,902 | $0.00 Strike: $6.36 | $0.00 |
DisclosureSEC source: 0000899243-20-018677 · doc4.xml · derivative · entry 2 Gleason Todd R · CIK 0001571235 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,902 Underlying: Common Stock · 316,902 shares Expires not disclosed F1 · derivative.exercise_date: The stock option generally vests in four substantially equal annual installments beginning on July 6, 2021 and generally expires seven years from the date of grant. F1 · derivative.expiration_date: The stock option generally vests in four substantially equal annual installments beginning on July 6, 2021 and generally expires seven years from the date of grant. Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 23:58 UTC | CECO ENVIRONMENTAL CORP CECE · Entity 4034 | GrantCommon Stock | 94,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018677 · doc4.xml · nonDerivative · entry 1 Gleason Todd R · CIK 0001571235 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,340 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.