Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BWX Technologies, Inc.BWXT · Entity 656 | SVP & General Counsel | March 26, 2018 | March 27, 2018 |
| NUSCALE POWER CorpSMR · Entity 4088 | Chief Legal Officer | October 20, 2025 | October 22, 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.
BWX Technologies, Inc.
Report date March 26, 2018 · Filed March 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,806 |
Ending reported balance
After 2018-03-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-26 · Exercise / conversion · Acquired 20,726 · Balance 128,127 Row 2 · 2018-03-26 · Tax withholding · Disposed 13,321 · Balance 114,806 |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.62 · Expires 2025-03-02 | Direct | 0 |
Reported balance
After 2018-03-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-03-26 · Exercise / conversion · Disposed 20,726 · Balance 0 F2: Represents adjustments made pursuant to the Employee Matters Agreement, dated as of June 8, 2015, between the Issuer and Babcock & Wilcox Enterprises, Inc. and the Issuer's Amended and Restated 2010 Long-Term Incentive Plan in connection with the Issuer's spin-off of Babcock & Wilcox Enterprises, Inc. on June 30, 2015. F3: Stock options vest in three equal annual installments beginning March 2, 2016. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 2,976 |
Reported balance
Holding disclosure · report date 2018-03-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,976 F1: Based on the number of units held in the BWXT Thrift Plan and the fair market value of BWXT common stock as of March 1, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on the number of units held in the BWXT Thrift Plan and the fair market value of BWXT common stock as of March 1, 2018.
F2: Represents adjustments made pursuant to the Employee Matters Agreement, dated as of June 8, 2015, between the Issuer and Babcock & Wilcox Enterprises, Inc. and the Issuer's Amended and Restated 2010 Long-Term Incentive Plan in connection with the Issuer's spin-off of Babcock & Wilcox Enterprises, Inc. on June 30, 2015.
F3: Stock options vest in three equal annual installments beginning March 2, 2016.
NUSCALE POWER Corp
Report date October 20, 2025 · Filed October 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,309 |
Reported balance
After 2025-10-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-20 · Grant · Acquired 11,309 · Balance 11,309 F1: On October 20, 2025, the reporting person was granted 11,309 restricted stock units, vesting annually in three equal installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 20, 2025, the reporting person was granted 11,309 restricted stock units, vesting annually in three equal installments beginning on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| September 15, 2016 Filed Sep 16, 2016 15:10 UTC | BWX Technologies, Inc. BWXT · Entity 656 | SaleCommon Stock | 4,500 | $37.74 | $169,830.00 |
DisclosureSEC source: 0001408482-16-000022 · edgar.xml · nonDerivative · entry 1 Canafax James D · CIK 0001492520 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,600 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2016. 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.