Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Vice President, Operations | September 30, 2026 | October 03, 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.
POWELL INDUSTRIES INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,599 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Tax withholding · Disposed 700 · Balance 12,599 F1: Represents the average of the high and low stock price on 09/30/2026. F2: Includes shares that have a time-based vesting provision. |
| Common StockSEC Table I · non-derivative | Direct | 13,199 |
Reported balance
After 2026-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-01 · Grant · Acquired 600 · Balance 13,199 F3: Represents the average closing stock price from September 1, 2026 - September 30, 2026. F2: Includes shares that have a time-based vesting provision. F4: The reported number of shares have been adjusted to reflect the impact of the issuer's 3-for-1 forward split of its Common Stock effected on April 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the average of the high and low stock price on 09/30/2026.
F2: Includes shares that have a time-based vesting provision.
F3: Represents the average closing stock price from September 1, 2026 - September 30, 2026.
F4: The reported number of shares have been adjusted to reflect the impact of the issuer's 3-for-1 forward split of its Common Stock effected on April 2, 2026.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:31 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 600 | $181.67 | $109,002.00 |
DisclosureSEC source: 0000080420-26-000119 · wk-form4_1790973103.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,199 F3 · price: Represents the average closing stock price from September 1, 2026 - September 30, 2026. F2 · balance_after: Includes shares that have a time-based vesting provision. F4 · balance_after: The reported number of shares have been adjusted to reflect the impact of the issuer's 3-for-1 forward split of its Common Stock effected on April 2, 2026. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:31 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 700 | $187.67 | $131,369.00 |
DisclosureSEC source: 0000080420-26-000119 · wk-form4_1790973103.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,599 F1 · price: Represents the average of the high and low stock price on 09/30/2026. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 500 | $565.06 | $282,530.00 |
DisclosureSEC source: 0000080420-26-000019 · wk-form4_1770672071.xml · nonDerivative · entry 4 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,433 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 700 | $560.05 | $392,035.00 |
DisclosureSEC source: 0000080420-26-000019 · wk-form4_1770672071.xml · nonDerivative · entry 3 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,933 F3 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $560.05-$560.34, inclusive. Reporting person, upon request, will provide Powell Industries, Inc. or the staff of the Securities & Exchange Commission full information regarding the number of shares sold at each price within the ranges set for in this footnote. F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,300 | $555.96 | $722,748.00 |
DisclosureSEC source: 0000080420-26-000019 · wk-form4_1770672071.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,633 F2 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $555.74-$556.23, inclusive. Reporting person, upon request, will provide Powell Industries, Inc. or the staff of the Securities & Exchange Commission full information regarding the number of shares sold at each price within the ranges set for in this footnote. F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:21 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 500 | $550.00 | $275,000.00 |
DisclosureSEC source: 0000080420-26-000019 · wk-form4_1770672071.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,933 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 08, 2025 Filed Dec 8, 2025 21:11 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 667 | $341.28 | $227,633.76 |
DisclosureSEC source: 0000080420-25-000167 · wk-form4_1765228276.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,433 F3 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $341.03-341.47, inclusive. Reporting person, upon request, will provide Powell Industries, Inc. or the staff of the Securities & Exchange Commission full information regarding the number of shares sold at each price within the ranges set for in this footnote. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 08, 2025 Filed Dec 8, 2025 21:11 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,433 | $340.34 | $487,707.22 |
DisclosureSEC source: 0000080420-25-000167 · wk-form4_1765228276.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,100 F1 · price: The price reported in Column 4 is an average price; shares were sold in multiple transactions. Reporting range is $340.00-341.00, inclusive. Reporting person, upon request, will provide Powell Industries, Inc. or the staff of the Securities & Exchange Commission full information regarding the number of shares sold at each price within the ranges set for in this footnote. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:48 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 2,600 | $315.03 | $819,078.00 |
DisclosureSEC source: 0000080420-25-000161 · wk-form4_1764798526.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,533 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · price: Represents the average of the high and low stock price on 12/01/2025. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:20 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 400 | $287.18 | $114,872.00 |
DisclosureSEC source: 0000080420-25-000134 · wk-form4_1759436450.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,933 F3 · price: Represents the average closing stock price from September 1, 2025 - September 30, 2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:20 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 467 | $301.28 | $140,697.76 |
DisclosureSEC source: 0000080420-25-000134 · wk-form4_1759436450.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,533 F1 · price: Represents the average of the high and low stock price on 09/30/2025. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:06 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,000 | $259.07 | $259,070.00 |
DisclosureSEC source: 0000080420-25-000102 · wk-form4_1755115591.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:06 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 500 | $260.74 | $130,370.00 |
DisclosureSEC source: 0000080420-25-000102 · wk-form4_1755115591.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 F1 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 04, 2024 Filed Dec 4, 2024 21:32 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | SaleCommon Stock | 1,700 | $290.00 | $493,000.00 |
DisclosureSEC source: 0000080420-24-000090 · wk-form4_1733347923.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:32 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 2,100 | $271.46 | $570,066.00 |
DisclosureSEC source: 0000080420-24-000090 · wk-form4_1733347923.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,200 F1 · shares: Shares granted under the Company's long-term equity compensation plan (performance-vesting restricted stock unit agreement). F2 · price: Represents the average of the high and low stock price on 12/02/2024. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 22:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 500 | $182.14 | $91,070.00 |
DisclosureSEC source: 0000080420-24-000075 · wk-form4_1727906688.xml · nonDerivative · entry 2 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,100 F3 · price: Represents the average closing stock price from September 1, 2024 - September 30, 2024. F2 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:04 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | Tax withholdingCommon Stock | 666 | $221.11 | $147,259.26 |
DisclosureSEC source: 0000080420-24-000075 · wk-form4_1727906688.xml · nonDerivative · entry 1 McKertcher Terry B · CIK 0002025133 · Vice President, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,600 F1 · price: Represents the average of the high and low stock price on 09/30/2024. F2 · balance_after: Includes shares that have a time-based vesting provision. 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.