Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BWX Technologies, Inc.BWXT · Entity 656 | Pres., Commercial Operations | March 02, 2026 | March 04, 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.
BWX Technologies, Inc.
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,638 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 2,302 · Balance 23,734 F1: Stock Options vest in three equal annual installments beginning February 27, 2024. Stock Options expire February 27, 2033. Row 2 · 2026-03-02 · Tax withholding · Disposed 1,096 · Balance 22,638 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.70 | Direct | 4,604 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Exercise / conversion · Disposed 2,302 · Balance 4,604 F1: Stock Options vest in three equal annual installments beginning February 27, 2024. Stock Options expire February 27, 2033. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Options vest in three equal annual installments beginning February 27, 2024. Stock Options expire February 27, 2033.
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 02, 2026 Filed Mar 4, 2026 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,302 | $0.00 Strike: $61.70 | $0.00 |
DisclosureSEC source: 0001123292-26-000290 · form4.xml · derivative · entry 3 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,604 Underlying: Common Stock · 2,302 shares Expires not disclosed 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: Stock Options vest in three equal annual installments beginning February 27, 2024. Stock Options expire February 27, 2033. F1 · derivative.expiration_date: Stock Options vest in three equal annual installments beginning February 27, 2024. Stock Options expire February 27, 2033. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 1,096 | $216.47 | $237,251.12 |
DisclosureSEC source: 0001123292-26-000290 · form4.xml · nonDerivative · entry 2 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,638 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:14 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 2,302 | $61.70 | $142,033.40 |
DisclosureSEC source: 0001123292-26-000290 · form4.xml · nonDerivative · entry 1 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,734 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 · shares: Stock Options vest in three equal annual installments beginning February 27, 2024. Stock Options expire February 27, 2033. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 468 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · derivative · entry 9 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463 Underlying: Common Stock · 468 shares Expires not disclosed 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 · shares: RSUs vest in three equal annual installments beginning February 28, 2025. Includes accrued dividends converted into shares of BWXT common stock at $205.98 per share. F3 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 28, 2025. Includes accrued dividends converted into shares of BWXT common stock at $205.98 per share. F3 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 28, 2025. Includes accrued dividends converted into shares of BWXT common stock at $205.98 per share. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 249 | $205.98 | $51,289.02 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · nonDerivative · entry 6 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,432 Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · nonDerivative · entry 5 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,681 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 · shares: RSUs vest in three equal annual installments beginning February 28, 2025. Includes accrued dividends converted into shares of BWXT common stock at $205.98 per share. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 6,898 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · derivative · entry 8 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,898 shares Expires not disclosed 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 · shares: Represents performance restricted stock units ("PRSU") awarded on February 27, 2023 for the performance period January 1, 2023 through December 31, 2025 for which performance goals have been achieved and certified on February 18, 2026. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 27, 2026. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. F2 · derivative.exercise_date: Represents performance restricted stock units ("PRSU") awarded on February 27, 2023 for the performance period January 1, 2023 through December 31, 2025 for which performance goals have been achieved and certified on February 18, 2026. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 27, 2026. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. F2 · derivative.expiration_date: Represents performance restricted stock units ("PRSU") awarded on February 27, 2023 for the performance period January 1, 2023 through December 31, 2025 for which performance goals have been achieved and certified on February 18, 2026. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 27, 2026. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · derivative · entry 7 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 603 shares Expires not disclosed 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 · shares: RSUs vest in three equal annual installments beginning February 27, 2024. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 27, 2024. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 27, 2024. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 3,691 | $207.24 | $764,922.84 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · nonDerivative · entry 4 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,213 Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 6,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · nonDerivative · entry 3 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,904 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 · shares: Represents performance restricted stock units ("PRSU") awarded on February 27, 2023 for the performance period January 1, 2023 through December 31, 2025 for which performance goals have been achieved and certified on February 18, 2026. Each PRSU represents the right to one share of the issuer's common stock. The PRSUs vested on February 27, 2026. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 321 | $207.24 | $66,524.04 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · nonDerivative · entry 2 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,006 Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000286 · form4.xml · nonDerivative · entry 1 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,327 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 · shares: RSUs vest in three equal annual installments beginning February 27, 2024. Includes accrued dividends converted into shares of BWXT common stock at $207.24 per share. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000268 · form4.xml · derivative · entry 5 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 503 shares Expires not disclosed 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 · shares: RSUs vest in three equal annual installments beginning February 26, 2026. Includes accrued dividends converted into shares of BWXT common stock at $208.27 per share. F3 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 26, 2026. Includes accrued dividends converted into shares of BWXT common stock at $208.27 per share. F3 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 26, 2026. Includes accrued dividends converted into shares of BWXT common stock at $208.27 per share. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 268 | $208.27 | $55,816.36 |
DisclosureSEC source: 0001123292-26-000268 · form4.xml · nonDerivative · entry 2 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,724 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000268 · form4.xml · nonDerivative · entry 1 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,992 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 · shares: RSUs vest in three equal annual installments beginning February 26, 2026. Includes accrued dividends converted into shares of BWXT common stock at $208.27 per share. Read SEC document |
| February 25, 2026 Filed Mar 2, 2026 22:22 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantEmployee Stock Option (right to buy) · Derivative | 2,817 | $0.00 Strike: $208.27 | $0.00 |
DisclosureSEC source: 0001123292-26-000268 · form4.xml · derivative · entry 4 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,817 Underlying: Common Stock · 2,817 shares Expires not disclosed F2 · derivative.exercise_date: Stock Options vest in three equal annual installments beginning February 25, 2027. Stock Options expire February 25, 2036. F2 · derivative.expiration_date: Stock Options vest in three equal annual installments beginning February 25, 2027. Stock Options expire February 25, 2036. Read SEC document |
| February 25, 2026 Filed Mar 2, 2026 22:22 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000268 · form4.xml · derivative · entry 3 MacQuarrie John R. · CIK 0002114311 · Pres., Commercial Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires not disclosed F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 25, 2027. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 25, 2027. 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.