Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearfield, Inc.CLFD · Entity 5688 | Director | 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 | 5,317 |
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 5,317 F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. |
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 22:37 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-26-000011 · primary_doc.xml · nonDerivative · entry 1 Kelly Catherine T. · CIK 0002045706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,317 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:04 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-25-000010 · primary_doc.xml · nonDerivative · entry 1 Kelly Catherine T. · CIK 0002045706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,773 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2026 Annual Meeting of Shareholders. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 16:54 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-24-000031 · primary_doc.xml · nonDerivative · entry 1 Kelly Catherine T. · CIK 0002045706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305 F1 · security: The restrictions on the shares lapse on the one year anniversary of the date of the grant. 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.