Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW · Entity 4934 | Chief Commercial Officer | August 07, 2025 | August 11, 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.
Babcock & Wilcox Enterprises, Inc.
Report date August 07, 2025 · Filed August 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2025-08-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-07 · Grant · Acquired 100,000 · Balance 100,000 F1: Each restricted stock unit (RSU) is granted pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated Long-Term 2021 Incentive Plan and represents a contingent right to receive one share of BW common stock. F2: RSUs vest in three annual installments beginning August 7, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) is granted pursuant to Babcock & Wilcox Enterprises, Inc. Amended and Restated Long-Term 2021 Incentive Plan and represents a contingent right to receive one share of BW common stock.
F2: RSUs vest in three annual installments beginning August 7, 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 |
|---|---|---|---|---|---|---|
| September 01, 2017 Filed Sep 5, 2017 21:44 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 944 | $2.72 | $2,567.68 |
DisclosureSEC source: 0001681626-17-000008 · edgar.xml · nonDerivative · entry 2 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,317 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:44 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 2,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001681626-17-000008 · edgar.xml · nonDerivative · entry 1 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,261 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:30 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 73,448 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681626-17-000006 · edgar.xml · derivative · entry 2 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,448 Underlying: Common Stock · 73,448 shares Expires 2020-08-14 F3 · kind: Grant of restricted stock units pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BW common stock. F4 · derivative.exercise_date: RSUs vest in two annual installments beginning August 14, 2019. Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:30 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantPerformance Units · Derivative | 61,637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681626-17-000006 · edgar.xml · derivative · entry 1 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,637 Underlying: Common Stock · 61,637 shares Expires not disclosed F1 · kind: Grant of cash-settled performance units ("CPUs"). Each CPU is the economic equivalent of one share of BW common stock F2 · derivative.exercise_date: CPUs vest in two installments as follows: 40% on 02/14/2018; 60% on 08/14/2018 F2 · derivative.expiration_date: CPUs vest in two installments as follows: 40% on 02/14/2018; 60% on 08/14/2018 Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 23:44 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 13,554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681626-17-000004 · edgar.xml · derivative · entry 1 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,554 Underlying: Common Stock · 13,554 shares Expires 2020-03-03 F1 · kind: Grant of restricted stock units pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BW common stock. F2 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 3, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:43 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 767 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681626-17-000002 · edgar.xml · derivative · entry 3 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,534 Underlying: Common Stock · 767 shares Expires 2019-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:43 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 293 | $10.33 | $3,026.69 |
DisclosureSEC source: 0001681626-17-000002 · edgar.xml · nonDerivative · entry 2 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:43 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001681626-17-000002 · edgar.xml · nonDerivative · entry 1 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,687 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:41 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 2,867 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681626-16-000004 · edgar.xml · derivative · entry 3 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,734 Underlying: Common Stock · 2,867 shares Expires 2018-09-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: RSUs vest in three equal annual installments beginning September 1, 2016. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:41 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 947 | $16.66 | $15,777.02 |
DisclosureSEC source: 0001681626-16-000004 · edgar.xml · nonDerivative · entry 2 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,920 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:41 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 2,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001681626-16-000004 · edgar.xml · nonDerivative · entry 1 Morgan Jimmy B · CIK 0001681626 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,867 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.