Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CPI AEROSTRUCTURES INCCVU · Entity 7036 | Director | January 15, 2026 | January 20, 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 January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 174,934 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 21,212 · Balance 174,934 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 20:35 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 21,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-26-000008 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,934 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 10, 2025 Filed Jan 10, 2025 21:44 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 20,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-000674 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,722 Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 20:06 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon Stock | 10,000 | $2.88 | $28,800.00 |
DisclosureSEC source: 0001062993-24-015646 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,981 Read SEC document |
| August 22, 2024 Filed Aug 22, 2024 22:53 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon Stock | 2,911 | $2.70 | $7,859.70 |
DisclosureSEC source: 0001062993-24-015575 · form4.xml · nonDerivative · entry 3 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,981 Read SEC document |
| August 22, 2024 Filed Aug 22, 2024 22:53 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon Stock | 389 | $2.69 | $1,046.41 |
DisclosureSEC source: 0001062993-24-015575 · form4.xml · nonDerivative · entry 2 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,070 Read SEC document |
| August 22, 2024 Filed Aug 22, 2024 22:53 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon Stock | 1,700 | $2.67 | $4,544.10 |
DisclosureSEC source: 0001062993-24-015575 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,681 Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 13:20 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 30,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000872 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,981 Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 13:30 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 26,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000942 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,211 Read SEC document |
| November 29, 2022 Filed Dec 6, 2022 21:56 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon Stock | 2,000 | $3.10 | $6,199.00 |
DisclosureSEC source: 0001062993-22-023439 · form4.xml · nonDerivative · entry 2 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,961 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.03 to $3.17 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 28, 2022 Filed Dec 6, 2022 21:56 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | PurchaseCommon stock | 500 | $3.12 | $1,560.00 |
DisclosureSEC source: 0001062993-22-023439 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,961 Read SEC document |
| February 07, 2022 Filed Feb 7, 2022 21:58 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 30,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002941 · form4.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,461 Read SEC document |
| January 05, 2021 Filed Jan 6, 2021 19:40 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 21,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-21-000010 · edgar.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,691 Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:58 UTC | CPI AEROSTRUCTURES INC CVU · Entity 7036 | GrantCommon Stock | 5,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001094891-20-000156 · edgar.xml · nonDerivative · entry 1 Caswell Richard S · CIK 0001831328 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,758 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.