Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gentherm IncTHRM · Entity 4845 | EVP, CFO, Treasurer | March 17, 2026 | March 18, 2026 |
| SHYFT GROUP, INC.SHYF · Entity 77937 | Chief Financial Officer | November 24, 2024 | November 25, 2024 |
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.
Gentherm Inc
Report date March 17, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,639 |
Reported balance
After 2026-03-17 transaction · row 1
1 source rowRow 1 · 2026-03-17 · Grant · Acquired 14,049 · Balance 69,639 F1: The shares represent Restricted Stock Units issued under the 2023 Equity Incentive Plan that have been granted to the Reporting Person. The shares vest in three portions: one-third on March 17, 2027, one-third on March 17, 2028, and one-third on March 17, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent Restricted Stock Units issued under the 2023 Equity Incentive Plan that have been granted to the Reporting Person. The shares vest in three portions: one-third on March 17, 2027, one-third on March 17, 2028, and one-third on March 17, 2029.
SHYFT GROUP, INC.
Report date November 24, 2024 · Filed November 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,123 |
Reported balance
After 2024-11-24 transaction · row 1
1 source rowRow 1 · 2024-11-24 · Tax withholding · Disposed 5,843 · Balance 130,123 F1: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock.
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 17, 2026 Filed Mar 18, 2026 20:35 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 14,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-114119 · ownership.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · EVP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,639 F1 · shares: The shares represent Restricted Stock Units issued under the 2023 Equity Incentive Plan that have been granted to the Reporting Person. The shares vest in three portions: one-third on March 17, 2027, one-third on March 17, 2028, and one-third on March 17, 2029. Read SEC document |
| March 14, 2026 Filed Mar 17, 2026 20:37 UTC | Gentherm Inc THRM · Entity 4845 | Tax withholdingCommon Stock | 1,873 | $27.82 | $52,106.86 |
DisclosureSEC source: 0001193125-26-110999 · ownership.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · EVP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,590 Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:10 UTC | Gentherm Inc THRM · Entity 4845 | Tax withholdingCommon Stock | 7,757 | $32.51 | $252,180.07 |
DisclosureSEC source: 0001193125-26-071565 · ownership.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · EVP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,463 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:43 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 12,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040393 · ownership.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · EVP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,220 F1 · shares: The shares represent Restricted Stock Units issued under the 2023 Equity Incentive Plan that have been granted to the Reporting Person. The shares vest in three portions: one-third on March 14, 2026, one-third on March 14, 2027, and one-third on March 14, 2028. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 01:54 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 52,398 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-027205 · ownership.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · EVP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,398 F1 · shares: On February 24, 2025, the Reporting Person was granted restricted stock units (RSUs) as an inducement material to entering into employment with the Issuer in accordance with Rule 5635(c)(4) of the Nasdaq Marketplace Rules. The RSUs will vest in three equal portions on each of the first three anniversaries of the grant date pursuant to the terms of the Sign-On Inducement Restricted Stock Unit Award Agreement between the Reporting Person and the Issuer. Read SEC document |
| November 24, 2024 Filed Nov 25, 2024 17:06 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 5,843 | $13.78 | $80,516.54 |
DisclosureSEC source: 0001437749-24-036180 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,123 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 16:50 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 2,914 | $12.42 | $36,191.88 |
DisclosureSEC source: 0001437749-24-010653 · rdgdoc.xml · nonDerivative · entry 2 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,966 F2 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 16:50 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 28,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-010653 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,880 F1 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 16:40 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 1,827 | $10.30 | $18,818.10 |
DisclosureSEC source: 0001437749-24-006974 · rdgdoc.xml · nonDerivative · entry 2 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,216 Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 16:40 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 3,736 | $10.30 | $38,480.80 |
DisclosureSEC source: 0001437749-24-006974 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,043 F1 · security: Shares of common stock granted in settlement of performance stock units granted March 31, 2021 under the 2016 Stock Incentive Plan, as amended and restated, based on the achievement of specified performance goals. Read SEC document |
| November 24, 2023 Filed Nov 27, 2023 16:28 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 26,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-033064 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,307 F1 · security: Restricted Stock Units that vest 50% after one year and 50% after three years. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 16:58 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | PurchaseCommon Stock | 9,060 | $11.10 | $100,566.00 |
DisclosureSEC source: 0001437749-23-029550 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,506 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.09 to $11.10 inclusive. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 19:09 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 8,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-009147 · rdgdoc.xml · nonDerivative · entry 3 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,446 F2 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 19:09 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 759 | $22.75 | $17,267.25 |
DisclosureSEC source: 0001437749-23-009147 · rdgdoc.xml · nonDerivative · entry 2 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,523 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 19:09 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 5,273 | $22.28 | $117,482.44 |
DisclosureSEC source: 0001437749-23-009147 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,282 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:33 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 7,861 | $31.70 | $249,193.70 |
DisclosureSEC source: 0001437749-23-004032 · rdgdoc.xml · nonDerivative · entry 4 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,555 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:33 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 18,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-004032 · rdgdoc.xml · nonDerivative · entry 3 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,416 F1 · security: Shares of common stock granted in settlement of performance stock units granted March 30, 2020 under the 2016 Stock Incentive Plan, as amended and restated, based on the achievement of specified performance goals. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:33 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 8,621 | $31.70 | $273,285.70 |
DisclosureSEC source: 0001437749-23-004032 · rdgdoc.xml · nonDerivative · entry 2 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,388 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:33 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 19,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-004032 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,009 F1 · security: Shares of common stock granted in settlement of performance stock units granted March 30, 2020 under the 2016 Stock Incentive Plan, as amended and restated, based on the achievement of specified performance goals. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 16:18 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 14,835 | $21.91 | $325,034.85 |
DisclosureSEC source: 0001437749-22-019178 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,625 F1 · security: Restricted Stock Units with three-year cliff vesting. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 16:44 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 5,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008061 · rdgdoc.xml · nonDerivative · entry 2 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,790 F2 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 16:44 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 4,428 | $37.98 | $168,175.44 |
DisclosureSEC source: 0001437749-22-008061 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,574 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:13 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | GrantCommon Stock | 5,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-008030 · rdgdoc.xml · nonDerivative · entry 3 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,002 F2 · security: Restricted Stock Units with three-year ratable vesting. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:13 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 1,120 | $36.72 | $41,126.40 |
DisclosureSEC source: 0001437749-21-008030 · rdgdoc.xml · nonDerivative · entry 2 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,107 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 17:13 UTC | SHYFT GROUP, INC. SHYF · Entity 77937 | Tax withholdingCommon Stock | 2,157 | $36.72 | $79,205.04 |
DisclosureSEC source: 0001437749-21-008030 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,227 F1 · shares: These shares were withheld by The Shyft Group, Inc. to satisfy tax withholding obligations incident upon the vesting of previously granted shares of restricted stock. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 17:43 UTC | SHYFT GROUP, INC. SPAR · Entity 77937 | GrantCommon Stock | 30,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-006667 · rdgdoc.xml · nonDerivative · entry 1 Douyard Jonathan C · CIK 0001807686 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,384 F1 · security: Restricted Stock Units with three-year ratable vesting. 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.