Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearfield, Inc.CLFD · Entity 5688 | Director · 10% owner | February 27, 2026 | March 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.
Clearfield, Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,281,808 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 2,544 · Balance 1,281,808 F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. |
| Common StockSEC Table I · non-derivative | IndirectShares held by spouse | 176,760 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 176,760 |
Filing footnotes · ownership attribution and instrument terms
F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 2, 2026 22:21 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-26-000007 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,281,808 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:24 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 10,000 | $30.06 | $300,600.00 |
DisclosureSEC source: 0000796505-25-000035 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,279,264 F1 · security: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $29.85 to $30.25. The reporting person undertakes to provide Clearfield, Inc., any security holder of Clearfield, Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price set forth in the footnote. F1 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $29.85 to $30.25. The reporting person undertakes to provide Clearfield, Inc., any security holder of Clearfield, Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price set forth in the footnote. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 21:41 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-25-000006 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,269,264 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2026 Annual Meeting of Shareholders. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 16:31 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 5,000 | $31.00 | $155,000.00 |
DisclosureSEC source: 0000796505-24-000027 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,266,796 F1 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $30.89 to $31.05 The reporting person undertakes to provide Clearfield, Inc., any security holder of Clearfield, Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price set forth in the footnote. Read SEC document |
| May 23, 2024 Filed May 28, 2024 17:28 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 2,000 | $36.40 | $72,800.00 |
DisclosureSEC source: 0000796505-24-000013 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261,796 F1 · price: The price in column 4 is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $36.39 to $36.40. The reporting person undertakes to provide Clearfield, Inc., any security holder of Clearfield, Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price set forth in the footnote. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:21 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 2,000 | $29.62 | $59,240.00 |
DisclosureSEC source: 0000796505-24-000009 · primary_doc.xml · nonDerivative · entry 2 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,259,796 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:21 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-24-000009 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,257,796 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2025 Annual Meeting of Shareholders. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 22:27 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-23-000013 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255,757 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2024 Annual Meeting of Shareholders. Read SEC document |
| February 07, 2023 Filed Feb 7, 2023 15:53 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 3,100 | $64.00 | $198,400.00 |
DisclosureSEC source: 0000796505-23-000004 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254,783 Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 21:12 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-22-000008 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,251,683 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2023 Annual Meeting of Shareholders. Read SEC document |
| February 09, 2022 Filed Feb 10, 2022 15:38 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 2,000 | $61.84 | $123,680.00 |
DisclosureSEC source: 0000796505-22-000007 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,251,289 F1 · price: The price in column 4 is the weighted average price. These shares were purchased in multiple transactions ranging from $61.73 to $61.85. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 18:24 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 424 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-21-000008 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249,289 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2022 Annual Meeting of Shareholders. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 17:33 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 1,500 | $33.50 | $50,250.00 |
DisclosureSEC source: 0000796505-21-000006 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248,865 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:33 UTC | Clearfield, Inc. clfd · Entity 5688 | GrantCommon Stock | 1,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-20-000006 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247,365 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2021 Annual Meeting of Shareholders. Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 200 | $11.72 | $2,344.06 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 8 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,246,199 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 1,800 | $11.72 | $21,096.00 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 7 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,245,999 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 529 | $11.70 | $6,189.30 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 6 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,244,199 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 171 | $11.69 | $1,998.99 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 5 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243,670 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 700 | $11.68 | $8,176.00 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 4 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243,499 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 600 | $11.64 | $6,981.00 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 3 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,242,799 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 600 | $11.63 | $6,978.00 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 2 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,242,199 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:07 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 400 | $11.62 | $4,648.00 |
DisclosureSEC source: 0000796505-20-000004 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241,599 Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 15:50 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 4,900 | $12.45 | $61,005.00 |
DisclosureSEC source: 0000796505-19-000020 · primary_doc.xml · nonDerivative · entry 4 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241,199 Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 15:50 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 100 | $12.40 | $1,239.50 |
DisclosureSEC source: 0000796505-19-000020 · primary_doc.xml · nonDerivative · entry 3 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,299 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 15:50 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 2,500 | $12.40 | $31,000.00 |
DisclosureSEC source: 0000796505-19-000020 · primary_doc.xml · nonDerivative · entry 2 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,199 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 15:50 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 2,500 | $12.44 | $31,100.00 |
DisclosureSEC source: 0000796505-19-000020 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233,699 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 19:54 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-19-000008 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,199 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2020 Annual Meeting of Shareholders. Read SEC document |
| May 04, 2018 Filed May 4, 2018 20:31 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 1,935 | $12.25 | $23,703.75 |
DisclosureSEC source: 0000796505-18-000011 · primary_doc.xml · nonDerivative · entry 3 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,330,331 Read SEC document |
| May 03, 2018 Filed May 4, 2018 20:31 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 2,654 | $12.19 | $32,352.26 |
DisclosureSEC source: 0000796505-18-000011 · primary_doc.xml · nonDerivative · entry 2 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,228,396 F1 · price: The price in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.15 to $12.20. Read SEC document |
| May 02, 2018 Filed May 4, 2018 20:31 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 411 | $12.10 | $4,973.10 |
DisclosureSEC source: 0000796505-18-000011 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225,742 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:49 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-18-000010 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225,331 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2019 Annual Meeting of Shareholders. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:19 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 5,000 | $11.45 | $57,250.00 |
DisclosureSEC source: 0000796505-17-000021 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · 10% owner · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,224,484 Read SEC document |
| May 12, 2017 Filed May 15, 2017 17:04 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 4,686 | $14.15 | $66,306.90 |
DisclosureSEC source: 0000796505-17-000014 · primary_doc.xml · nonDerivative · entry 2 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,219,484 Read SEC document |
| May 11, 2017 Filed May 15, 2017 17:04 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 314 | $14.05 | $4,411.70 |
DisclosureSEC source: 0000796505-17-000014 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,219,170 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 22:39 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-17-000012 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,214,484 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2018 Annual Meeting of Shareholders. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 21:45 UTC | Clearfield, Inc. CLFD · Entity 5688 | PurchaseCommon Stock | 5,000 | $17.50 | $87,500.00 |
DisclosureSEC source: 0000796505-17-000004 · primary_doc.xml · nonDerivative · entry 1 ROTH RONALD G · CIK 0001257956 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,213,725 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.