Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BWX Technologies, Inc.BWXT · Entity 656 | VP & Chief Accounting Officer | 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 | 114 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Sale · Disposed 1,344 · Balance 114 F1: The price in Column 4 is a weighted average price. These shares were sold at prices ranging from $214.36 to $214.82, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. These shares were sold at prices ranging from $214.36 to $214.82, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
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 17:19 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 1,344 | $214.71 | $288,574.41 |
DisclosureSEC source: 0001628280-26-014732 · wk-form4_1772662765.xml · nonDerivative · entry 1 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114 F1 · price: The price in Column 4 is a weighted average price. These shares were sold at prices ranging from $214.36 to $214.82, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 159 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · derivative · entry 6 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159 Underlying: Common Stock · 159 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 · derivative.exercise_date: RSUs vest in three equal annual installments beginning February 28, 2025. F2 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 28, 2025. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 45 | $205.98 | $9,269.10 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · nonDerivative · entry 4 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458 Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · nonDerivative · entry 3 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,503 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 |
| February 27, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 1,483 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · derivative · entry 7 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,483 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 · derivative.exercise_date: Represents performance restricted stock units ("PRSU") awarded on February 27, 2026 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. F3 · derivative.expiration_date: Represents performance restricted stock units ("PRSU") awarded on February 27, 2026 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. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 259 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · derivative · entry 5 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 259 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: RSUs vest in three equal annual installments beginning February 27, 2024. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 27, 2024. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 521 | $207.24 | $107,972.04 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · nonDerivative · entry 2 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,344 Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 16:32 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013905 · wk-form4_1772573525.xml · nonDerivative · entry 1 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,865 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 17:16 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionRestricted Stock Units · Derivative | 150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013335 · wk-form4_1772489801.xml · derivative · entry 3 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300 Underlying: Common Stock · 150 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: RSUs vest in three equal annual installments beginning February 26, 2026. F1 · derivative.expiration_date: RSUs vest in three equal annual installments beginning February 26, 2026. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 17:16 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Tax withholdingCommon Stock | 50 | $208.27 | $10,413.50 |
DisclosureSEC source: 0001628280-26-013335 · wk-form4_1772489801.xml · nonDerivative · entry 2 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 17:16 UTC | BWX Technologies, Inc. BWXT · Entity 656 | Exercise / conversionCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013335 · wk-form4_1772489801.xml · nonDerivative · entry 1 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173 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 |
| February 25, 2026 Filed Feb 27, 2026 16:27 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantEmployee Stock Option (right to buy) · Derivative | 423 | $0.00 Strike: $208.27 | $0.00 |
DisclosureSEC source: 0001628280-26-012852 · wk-form4_1772227635.xml · derivative · entry 2 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423 Underlying: Common Stock · 423 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 Feb 27, 2026 16:27 UTC | BWX Technologies, Inc. BWXT · Entity 656 | GrantRestricted Stock Units · Derivative | 144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-012852 · wk-form4_1772227635.xml · derivative · entry 1 Gorman Kevin James · CIK 0002095984 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144 Underlying: Common Stock · 144 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.