Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSW INDUSTRIALS, INC.CSW · Entity 3917 | Director | August 01, 2025 | August 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 August 01, 2025 · Filed August 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,319 |
Ending reported balance
After 2025-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-08-01 · Sale · Disposed 100 · Balance 12,419 F1: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Row 2 · 2025-08-01 · Sale · Disposed 100 · Balance 12,319 F1: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024.
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 |
|---|---|---|---|---|---|---|
| August 01, 2025 Filed Aug 4, 2025 18:28 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 100 | $250.28 | $25,028.00 |
DisclosureSEC source: 0001624794-25-000083 · wk-form4_1754346501.xml · nonDerivative · entry 2 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,319 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 18:28 UTC | CSW INDUSTRIALS, INC. CSW · Entity 3917 | SaleCommon Stock | 100 | $250.46 | $25,046.00 |
DisclosureSEC source: 0001624794-25-000083 · wk-form4_1754346501.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,419 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 18:41 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 200 | $284.18 | $56,836.00 |
DisclosureSEC source: 0001624794-25-000069 · wk-form4_1751409673.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,519 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 17:29 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 100 | $304.29 | $30,429.00 |
DisclosureSEC source: 0001624794-25-000064 · wk-form4_1748986144.xml · nonDerivative · entry 2 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,719 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 17:29 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 100 | $298.47 | $29,847.00 |
DisclosureSEC source: 0001624794-25-000064 · wk-form4_1748986144.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,819 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| May 01, 2025 Filed May 2, 2025 16:39 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 200 | $312.87 | $62,574.00 |
DisclosureSEC source: 0001624794-25-000036 · wk-form4_1746218374.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,919 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 17:04 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 200 | $289.10 | $57,820.00 |
DisclosureSEC source: 0001624794-25-000026 · wk-form4_1743541446.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,119 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 17:58 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 100 | $308.25 | $30,825.00 |
DisclosureSEC source: 0001624794-25-000021 · wk-form4_1741042700.xml · nonDerivative · entry 3 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,319 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 17:58 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 4 | $306.71 | $1,226.84 |
DisclosureSEC source: 0001624794-25-000021 · wk-form4_1741042700.xml · nonDerivative · entry 2 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,419 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 17:58 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 96 | $306.15 | $29,390.40 |
DisclosureSEC source: 0001624794-25-000021 · wk-form4_1741042700.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,423 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $305.67 to $306.45, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 17:01 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 200 | $321.78 | $64,356.00 |
DisclosureSEC source: 0001624794-25-000015 · wk-form4_1738706500.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,519 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| January 02, 2025 Filed Jan 2, 2025 17:24 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | SaleCommon Stock | 200 | $354.65 | $70,930.00 |
DisclosureSEC source: 0001624794-25-000001 · wk-form4_1735856646.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,719 F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on September 10, 2024. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 16:43 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-24-000067 · wk-form4_1723841016.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,919 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 |
| August 29, 2023 Filed Aug 30, 2023 16:08 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-23-000082 · wk-form4_1693426104.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,559 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 the first anniversary of the grant. Read SEC document |
| August 30, 2022 Filed Aug 31, 2022 16:05 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 783 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-22-000072 · wf-form4_166197633447967.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,952 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 18:35 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-21-000081 · wf-form4_163338692910162.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,169 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 10:39 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-20-000079 · wf-form4_160199515382325.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,404 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 17:56 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001624794-19-000057 · wf-form4_157005336459436.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,309 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 06, 2018 Filed Dec 6, 2018 18:27 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | PurchaseCommon Stock | 1,001 | $50.86 | $50,910.86 |
DisclosureSEC source: 0001593968-18-001558 · primary_01.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,038 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 14:41 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-001305 · primary_01.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,038 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 10:05 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 1,691 | $44.35 | $74,995.85 |
DisclosureSEC source: 0001593968-17-001072 · primary_01.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,443 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, 2016 Filed Oct 3, 2016 15:54 UTC | CSW INDUSTRIALS, INC. CSWI · Entity 3917 | GrantCommon Stock | 2,316 | $32.39 | $75,015.24 |
DisclosureSEC source: 0001593968-16-001087 · primary_01.xml · nonDerivative · entry 1 Swartz Robert M · CIK 0001413221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,752 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 annual anniversary of the grant. 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.