Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSW · Entity 3917 | Director | December 04, 2025 | December 04, 2025 |
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.
CSW INDUSTRIALS, INC.
Report date December 04, 2025 · Filed December 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,098 |
Reported balance
After 2025-12-04 transaction · row 1
1 source rowRow 1 · 2025-12-04 · Gift · Disposed 58 · Balance 10,098 F1: The reported amount represents two separate bona fide gifts of shares to charitable organizations made on the same date. No consideration was received in either gift. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported amount represents two separate bona fide gifts of shares to charitable organizations made on the same date. No consideration was received in either gift.
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 |
|---|---|---|---|---|---|---|
| December 04, 2025 Filed Dec 4, 2025 16:36 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GiftCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001691674-25-000005 · wk-form4_1764884210.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,098 F1 · kind: The reported amount represents two separate bona fide gifts of shares to charitable organizations made on the same date. No consideration was received in either gift. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 16:19 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-25-000091 · wk-form4_1756844380.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,156 F1 · shares: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2026 annual meeting of shareholders. Read SEC document |
| November 18, 2024 Filed Nov 18, 2024 17:51 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000097 · wk-form4_1731970253.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,661 F1 · kind: On November 18, 2024, the Reporting Person made a charitable gift of 25 shares to a nonprofit organization for which no payment or consideration was received by the Reporting Person. F1 · price: On November 18, 2024, the Reporting Person made a charitable gift of 25 shares to a nonprofit organization for which no payment or consideration was received by the Reporting Person. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 16:42 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000066 · wk-form4_1723840961.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,686 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the earlier of (i) the first anniversary of the grant or (ii) the date of the issuer's 2025 annual meeting of shareholders. Read SEC document |
| May 28, 2024 Filed May 30, 2024 19:40 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GiftCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000040 · wk-form4_1717112417.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,326 F1 · kind: On May 28, 2024, the Reporting Person made a charitable gift of 40 shares to a nonprofit organization for which no payment or consideration was received by the Reporting Person. F1 · price: On May 28, 2024, the Reporting Person made a charitable gift of 40 shares to a nonprofit organization for which no payment or consideration was received by the Reporting Person. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 16:09 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000083 · wk-form4_1693426176.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,366 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| August 30, 2022 Filed Aug 31, 2022 16:06 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 783 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000074 · wf-form4_166197637104462.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,759 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 18:33 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000074 · wf-form4_163338675933472.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,976 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 10:40 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000084 · wf-form4_160199523710962.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,211 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 17:57 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000060 · wf-form4_157005344133377.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,116 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 14:44 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-001308 · primary_01.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 10:11 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,691 | $44.35 | $74,995.85 |
DisclosureSEC source: 0001593968-17-001075 · primary_01.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on the first anniversary of the grant. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 10:46 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,559 | $38.90 | $60,645.10 |
DisclosureSEC source: 0001593968-16-001299 · primary_01.xml · nonDerivative · entry 1 Sweezey Jay Kent · CIK 0001691674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,559 F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares cliff vest on October 1, 2017. 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.