Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KADANT INCKAI · Entity 4135 | Senior Vice President | March 10, 2026 | March 12, 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.
KADANT INC
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,945 |
Ending reported balance
After 2026-03-10 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 583 · Balance 3,639 F1: The shares represent the partial settlement under a perfomance-based RSU award granted March 7, 2023. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. Row 2 · 2026-03-10 · Tax withholding · Disposed 265 · Balance 3,374 Row 3 · 2026-03-10 · Exercise / conversion · Acquired 111 · Balance 3,485 F2: The shares represent the partial settlement under a time-based RSU award granted March 7, 2023. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. Row 4 · 2026-03-10 · Tax withholding · Disposed 51 · Balance 3,434 Row 5 · 2026-03-10 · Exercise / conversion · Acquired 438 · Balance 3,872 F3: The shares represent the partial settlement under a performance-based RSU award granted March 6, 2024. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. Row 6 · 2026-03-10 · Tax withholding · Disposed 199 · Balance 3,673 Row 7 · 2026-03-10 · Exercise / conversion · Acquired 105 · Balance 3,778 F4: The shares represent the partial settlement under a time-based RSU award granted March 6, 2024. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. Row 8 · 2026-03-10 · Tax withholding · Disposed 48 · Balance 3,730 Row 9 · 2026-03-10 · Exercise / conversion · Acquired 313 · Balance 4,043 F5: The shares represent the partial settlement under a performance-based RSU award granted March 4, 2025. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. Row 10 · 2026-03-10 · Tax withholding · Disposed 142 · Balance 3,901 Row 11 · 2026-03-10 · Exercise / conversion · Acquired 82 · Balance 3,983 F6: The shares represent the partial settlement under a time-based RSU award granted March 4, 2025. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. Row 12 · 2026-03-10 · Tax withholding · Disposed 38 · Balance 3,945 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-30 | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-03-10 · Exercise / conversion · Disposed 583 · Balance 0 F1: The shares represent the partial settlement under a perfomance-based RSU award granted March 7, 2023. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-30 | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-03-10 · Exercise / conversion · Disposed 111 · Balance 0 F2: The shares represent the partial settlement under a time-based RSU award granted March 7, 2023. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-30 | Direct | 438 |
Reported balance
After 2026-03-10 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-03-10 · Exercise / conversion · Disposed 438 · Balance 438 F3: The shares represent the partial settlement under a performance-based RSU award granted March 6, 2024. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-30 | Direct | 104 |
Reported balance
After 2026-03-10 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-03-10 · Exercise / conversion · Disposed 105 · Balance 104 F4: The shares represent the partial settlement under a time-based RSU award granted March 6, 2024. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-04-30 | Direct | 626 |
Reported balance
After 2026-03-10 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-03-10 · Exercise / conversion · Disposed 313 · Balance 626 F5: The shares represent the partial settlement under a performance-based RSU award granted March 4, 2025. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-04-30 | Direct | 162 |
Reported balance
After 2026-03-10 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-03-10 · Exercise / conversion · Disposed 82 · Balance 162 F6: The shares represent the partial settlement under a time-based RSU award granted March 4, 2025. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent the partial settlement under a perfomance-based RSU award granted March 7, 2023. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date.
F2: The shares represent the partial settlement under a time-based RSU award granted March 7, 2023. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date.
F3: The shares represent the partial settlement under a performance-based RSU award granted March 6, 2024. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date.
F4: The shares represent the partial settlement under a time-based RSU award granted March 6, 2024. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date.
F5: The shares represent the partial settlement under a performance-based RSU award granted March 4, 2025. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date.
F6: The shares represent the partial settlement under a time-based RSU award granted March 4, 2025. One-third of the RSU vested and became distributable on March 10, 2026 and was converted to common stock on a one-for-one basis on the vesting date.
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 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionRestricted Stock Unit · Derivative | 418 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · derivative · entry 8 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834 Underlying: Common Stock · 418 shares Expires 2023-04-30 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 shares represent the partial settlement under a performance-based RSU award granted March 2, 2020. One-third of the RSU vested and became distributable on March 10, 2021 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionRestricted Stock Unit · Derivative | 378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · derivative · entry 7 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378 Underlying: Common Stock · 378 shares Expires 2022-04-30 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 · derivative.exercise_date: The shares represent the partial settlement under a time-based RSU award granted March 4, 2019. One-third of the RSU vested and became distributable on March 10, 2021 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Tax withholdingCommon Stock | 27 | $175.29 | $4,732.83 |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · nonDerivative · entry 6 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,671 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionCommon Stock | 110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · nonDerivative · entry 5 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,698 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. F3 · price: The shares represent the partial settlement under a time-based RSU award granted March 2, 2020. One-third of the RSU vested and became distributable on March 10, 2021 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Tax withholdingCommon Stock | 102 | $175.29 | $17,879.58 |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · nonDerivative · entry 4 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionCommon Stock | 418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · nonDerivative · entry 3 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690 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 · price: The shares represent the partial settlement under a performance-based RSU award granted March 2, 2020. One-third of the RSU vested and became distributable on March 10, 2021 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Tax withholdingCommon Stock | 93 | $175.29 | $16,301.97 |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · nonDerivative · entry 2 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:40 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionCommon Stock | 378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000886346-21-000037 · wf-form4_161555639054090.xml · nonDerivative · entry 1 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365 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 · price: The shares represent the partial settlement under a time-based RSU award granted March 4, 2019. One-third of the RSU vested and became distributable on March 10, 2021 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 22:35 UTC | KADANT INC KAI · Entity 4135 | GrantCommon Stock · Derivative | 209 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-21-000023 · wf-form4_161532930906700.xml · derivative · entry 3 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 shares Expires 2024-04-30 F2 · derivative.exercise_date: This RSU vests and becomes exercisable in three annual installments beginning on March 10, 2022, provided the reporting person is employed by the Issuer on the vesting date. Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 22:35 UTC | KADANT INC KAI · Entity 4135 | GrantCommon Stock · Derivative | 834 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-21-000023 · wf-form4_161532930906700.xml · derivative · entry 2 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834 Underlying: Common Stock · 834 shares Expires 2024-04-30 F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock. The RSU vests and is distributable in three equal installments beginning on March 10, 2022, provided that the Issuer meets certain performance requirements for fiscal 2021 and the reporting person is employed by the Issuer on the vesting date. The maximum number of shares the reporting person may receive is 150% of the RSU amount. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 12:55 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionRestricted Stock Unit · Derivative | 378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-20-000035 · wf-form4_158401773972527.xml · derivative · entry 3 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 Underlying: Common Stock · 378 shares Expires 2022-04-30 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 · derivative.exercise_date: The shares represent the partial settlement under a time-based RSU award granted March 4, 2019. One-third of the RSU vested and became distributable on March 10, 2020 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 12:55 UTC | KADANT INC KAI · Entity 4135 | Tax withholdingCommon Stock | 93 | $80.37 | $7,474.41 |
DisclosureSEC source: 0000886346-20-000035 · wf-form4_158401773972527.xml · nonDerivative · entry 2 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 12:55 UTC | KADANT INC KAI · Entity 4135 | Exercise / conversionCommon Stock | 378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000886346-20-000035 · wf-form4_158401773972527.xml · nonDerivative · entry 1 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,080 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 · price: The shares represent the partial settlement under a time-based RSU award granted March 4, 2019. One-third of the RSU vested and became distributable on March 10, 2020 and was converted to common stock on a one-for-one basis on the vesting date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:16 UTC | KADANT INC KAI · Entity 4135 | GrantCommon Stock · Derivative | 330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-20-000021 · wf-form4_158335654617026.xml · derivative · entry 3 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330 Underlying: Common Stock · 330 shares Expires 2023-04-30 F2 · derivative.exercise_date: This RSU vests and becomes exercisable in three annual installments beginning on March 10, 2021, provided the reporting person is employed by the Issuer on the vesting date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:16 UTC | KADANT INC KAI · Entity 4135 | GrantCommon Stock · Derivative | 1,321 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000886346-20-000021 · wf-form4_158335654617026.xml · derivative · entry 2 Colwell Michael C. · CIK 0001781018 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,321 Underlying: Common Stock · 1,321 shares Expires 2023-04-30 F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock. The RSU vests and is distributable in three equal installations beginning on March 10, 2021, provided that the Issuer meets certain performance requirements for fiscal 2020 and the reporting person is employed by the Issuer on the vesting date. The maximum number of shares the reporting person may receive is 150% of the RSU amount. 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.