Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI AEROSTRUCTURES INCCVU · Entity 7036 | Director · Director and former CFO | December 01, 2025 | September 18, 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.
CPI AEROSTRUCTURES INC
Report date December 01, 2025 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,614 |
Reported balance
After 2025-12-01 transaction · row 1
1 source rowRow 1 · 2025-12-01 · Tax withholding · Disposed 8,125 · Balance 67,614 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock awards previously granted to the Reporting Person for service as Interim Chief Financial Officer. The amount reported reflects an aggregate of 8,125 shares withheld following a correction to the calculation of the applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock awards previously granted to the Reporting Person for service as Interim Chief Financial Officer. The amount reported reflects an aggregate of 8,125 shares withheld following a correction to the calculation of the applicable tax withholding.
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 |
|---|---|---|---|---|---|---|
| January 15, 2026 Filed Jan 20, 2026 19:46 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 15,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000004 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,011 F1 · shares: Shares issuable pursuant to a Restricted Stock Unit Agreement dated January 15, 2026, granted for 2026 director compensation under the Registrant????????s 2025 Incentive Equity Plan, vesting one year from the date of grant. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 20:59 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 4,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000002 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director · Director and former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,859 F1 · shares: Represents 4,419 shares of the Issuer's Common Stock issued to the Reporting Person as compensation for services rendered as the Company's interim chief financial officer during December 2025 and pursuant to the Issuer's Amended and Restated 2016 Long-Term Incentive Plan. F1 · price: Represents 4,419 shares of the Issuer's Common Stock issued to the Reporting Person as compensation for services rendered as the Company's interim chief financial officer during December 2025 and pursuant to the Issuer's Amended and Restated 2016 Long-Term Incentive Plan. Read SEC document |
| December 17, 2025 Filed Dec 29, 2025 19:21 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 13,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-25-000106 · form4.xml · nonDerivative · entry 2 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,443 F2 · shares: Represents 13,256 shares of the Issuer's Common Stock issued to the Reporting Person as compensation for services rendered as the Company's interim chief financial officer during the period from October through November 2025 and pursuant to the Issuer's Amended and Restated 2016 Long-Term Incentive Plan. The shares are fully vested. F2 · price: Represents 13,256 shares of the Issuer's Common Stock issued to the Reporting Person as compensation for services rendered as the Company's interim chief financial officer during the period from October through November 2025 and pursuant to the Issuer's Amended and Restated 2016 Long-Term Incentive Plan. The shares are fully vested. Read SEC document |
| December 02, 2025 Filed Dec 29, 2025 19:21 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 15,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-25-000106 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,187 F1 · shares: Represents 15,595 shares of the Issuer's Common Stock issued to the Reporting Person as compensation for services rendered as the Company's interim chief financial officer during the period from July through September 2025 and pursuant to the Issuer's Amended and Restated 2016 Long-Term Incentive Plan. The shares are fully vested. F1 · price: Represents 15,595 shares of the Issuer's Common Stock issued to the Reporting Person as compensation for services rendered as the Company's interim chief financial officer during the period from July through September 2025 and pursuant to the Issuer's Amended and Restated 2016 Long-Term Incentive Plan. The shares are fully vested. Read SEC document |
| December 01, 2025 Filed Sep 18, 2026 20:57 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | Tax withholdingCommon Stock | 8,125 | $2.58 | $20,976.31 |
DisclosureSEC source: 0001094891-26-000286 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director · Director and former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,614 F1 · date: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock awards previously granted to the Reporting Person for service as Interim Chief Financial Officer. The amount reported reflects an aggregate of 8,125 shares withheld following a correction to the calculation of the applicable tax withholding. Read SEC document |
| July 22, 2025 Filed Feb 6, 2026 19:14 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | Disposition to issuerCommon Stock | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000051 · form5.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,739 F1 · shares: Represents shares of previously reported Common Stock issuable under unvested non-employee director compensation Restricted Stock Units (issued on January 10, 2025) which were forfeited as of the transaction date when the Reporting Person was appointed as Issuer's interim chief financial officer. F2 · balance_after: Represents the Amount of Securities Beneficially Owned by the Reporting Person accounting for the reported forfeiture as of the end of Issuer's fiscal year. Read SEC document |
| July 22, 2025 Filed Feb 6, 2026 19:13 UTC Amendment | CPI AEROSTRUCTURES INC CVU · Entity 7036 | Disposition to issuerCommon Stock | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000050 · form4a.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director · Director and former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,310 F1 · kind: Represents shares of previously reported Common Stock issuable under unvested non-employee director compensation Restricted Stock Units (issued on January 10, 2025) which were forfeited as of the transaction date when the Reporting Person was appointed as Issuer's interim chief financial officer. The forfeiture was reported on a Form 5 of even date hereof and this amendment is filed to correct the Amount of Securities Beneficially Owned by the Reporting Person following the transactions reported on the Reporting Person's December 29, 2025, January 9, 2026 and January 20, 2026 Form 4 filings. F1 · shares: Represents shares of previously reported Common Stock issuable under unvested non-employee director compensation Restricted Stock Units (issued on January 10, 2025) which were forfeited as of the transaction date when the Reporting Person was appointed as Issuer's interim chief financial officer. The forfeiture was reported on a Form 5 of even date hereof and this amendment is filed to correct the Amount of Securities Beneficially Owned by the Reporting Person following the transactions reported on the Reporting Person's December 29, 2025, January 9, 2026 and January 20, 2026 Form 4 filings. F1 · price: Represents shares of previously reported Common Stock issuable under unvested non-employee director compensation Restricted Stock Units (issued on January 10, 2025) which were forfeited as of the transaction date when the Reporting Person was appointed as Issuer's interim chief financial officer. The forfeiture was reported on a Form 5 of even date hereof and this amendment is filed to correct the Amount of Securities Beneficially Owned by the Reporting Person following the transactions reported on the Reporting Person's December 29, 2025, January 9, 2026 and January 20, 2026 Form 4 filings. F2 · balance_after: Represents the correct total Amount of Securities Owned by the Reporting Person after adjustment for the forfeiture described in Footnote 1 and the addition of three shares not reported on the Reporting Person's January 9, 2026 Form 4 filing resulting from a clerical error. Read SEC document |
| January 10, 2025 Filed Jan 10, 2025 21:46 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 14,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-000676 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,592 Read SEC document |
| November 18, 2024 Filed Nov 18, 2024 21:14 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon Stock | 10,000 | $3.13 | $31,300.00 |
DisclosureSEC source: 0001062993-24-019272 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,777 F1 · price: The shares of Issuer's Common Stock were purchased in multiple transactions at prices ranging from $3.03 to $3.20, with a weighted average price of $3.13. The reporting person undertakes to provide the SEC staff, the issuer, or a security holder full details upon request. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 13:19 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 21,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000869 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,777 Read SEC document |
| October 23, 2023 Filed Oct 25, 2023 21:07 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 3,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-019701 · form4.xml · nonDerivative · entry 1 Levesque Pamela · CIK 0001997712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,798 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.