Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIENT INCALNT · Entity 4689 | VP of Operational Excellence | May 13, 2025 | May 16, 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.
ALLIENT INC
Report date May 13, 2025 · Filed May 16, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,272 |
Reported balance
After 2025-05-13 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-05-13 · Sale · Disposed 7,500 · Balance 7,272 F1: On May 15, 2025, the reporting person filed a Form 4 which inadvertently reported a sale transaction using Transaction Code D. This amended Form 4 corrects the original filing to report the sale transaction using Transaction Code S. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.91, inclusive. The reporting person undertakes to provide to Allient Inc., any security holder of Allient Inc., 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 set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 15, 2025, the reporting person filed a Form 4 which inadvertently reported a sale transaction using Transaction Code D. This amended Form 4 corrects the original filing to report the sale transaction using Transaction Code S.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.91, inclusive. The reporting person undertakes to provide to Allient Inc., any security holder of Allient Inc., 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 set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| May 13, 2025 Filed May 15, 2025 21:06 UTC | ALLIENT INC ALNT · Entity 4689 | Disposition to issuerCommon Stock | 7,500 | $30.71 | $230,310.00 |
DisclosureSEC source: 0001062993-25-009570 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,272 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.91, inclusive. The reporting person undertakes to provide to Allient Inc., any security holder of Allient Inc., 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 set forth in this footnote. Read SEC document |
| May 13, 2025 Filed May 16, 2025 20:06 UTC Amendment | ALLIENT INC ALNT · Entity 4689 | SaleCommon Stock | 7,500 | $30.71 | $230,310.00 |
DisclosureSEC source: 0001062993-25-009644 · form4a.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,272 F1 · kind: On May 15, 2025, the reporting person filed a Form 4 which inadvertently reported a sale transaction using Transaction Code D. This amended Form 4 corrects the original filing to report the sale transaction using Transaction Code S. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.91, inclusive. The reporting person undertakes to provide to Allient Inc., any security holder of Allient Inc., 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 set forth in this footnote. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:07 UTC | ALLIENT INC ALNT · Entity 4689 | Tax withholdingCommon Stock | 765 | $22.00 | $16,830.00 |
DisclosureSEC source: 0001062993-25-007022 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,772 F1 · kind: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 01:19 UTC | ALLIENT INC ALNT · Entity 4689 | GrantCommon Stock | 1,159 | $23.74 | $27,514.66 |
DisclosureSEC source: 0001062993-25-004843 · form4.xml · nonDerivative · entry 2 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,138 F2 · shares: Grant of performance-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. All or a portion of these restricted shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committee for the year ending December 31, 2025. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 01:19 UTC | ALLIENT INC ALNT · Entity 4689 | GrantCommon Stock | 1,159 | $23.74 | $27,514.66 |
DisclosureSEC source: 0001062993-25-004843 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,979 F1 · shares: Grant of time-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 1, 2026, 2027 and 2028. Read SEC document |
| March 05, 2025 Filed Mar 14, 2025 22:19 UTC | ALLIENT INC ALNT · Entity 4689 | Disposition to issuerCommon Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005524 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,537 F1 · kind: The shares represent a portion of the performance-based restricted stock award that was forfeited upon the Human Capital and Compensation Committee's review of the applicable performance measures for the year ended December 31, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:50 UTC | ALLIENT INC ALNT · Entity 4689 | Tax withholdingCommon Stock | 708 | $34.43 | $24,376.44 |
DisclosureSEC source: 0001062993-24-008006 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,820 F1 · kind: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:17 UTC | ALLIENT INC ALNT · Entity 4689 | GrantCommon Stock | 422 | $30.00 | $12,660.00 |
DisclosureSEC source: 0001062993-24-005918 · form4.xml · nonDerivative · entry 3 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,528 F3 · shares: Grant of restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan upon the satisfaction of the performance goals previously established by the Compensation Committee in connection with the Company's Long-Term Incentive Plan. These restricted shares vest over a two-year period. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:17 UTC | ALLIENT INC ALNT · Entity 4689 | GrantCommon Stock | 917 | $30.00 | $27,510.00 |
DisclosureSEC source: 0001062993-24-005918 · form4.xml · nonDerivative · entry 2 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,106 F2 · shares: Grant of performance-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. All or a portion of these restricted shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committee for the year ending December 31, 2024. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:17 UTC | ALLIENT INC ALNT · Entity 4689 | GrantCommon Stock | 917 | $30.00 | $27,510.00 |
DisclosureSEC source: 0001062993-24-005918 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,189 F1 · shares: Grant of time-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 1, 2025, 2026 and 2027. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 22:05 UTC | ALLIENT INC ALNT · Entity 4689 | Tax withholdingCommon Stock | 361 | $35.83 | $12,934.63 |
DisclosureSEC source: 0001062993-23-017736 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,272 F1 · kind: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:14 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 634 | $38.65 | $24,504.10 |
DisclosureSEC source: 0001062993-23-008614 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,633 F1 · kind: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:34 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 713 | $43.16 | $30,773.08 |
DisclosureSEC source: 0001062993-23-006446 · form4.xml · nonDerivative · entry 3 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,267 F3 · shares: Grant of restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan upon the satisfaction of the performance goals previously established by the Compensation Committee in connection with the Company's Long-Term Incentive Plan. These restricted shares vest over a two-year period. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:34 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 590 | $43.16 | $25,464.40 |
DisclosureSEC source: 0001062993-23-006446 · form4.xml · nonDerivative · entry 2 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,554 F2 · shares: Grant of performance-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. All or a portion of these restricted shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committee for the year ending December 31, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:34 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 590 | $43.16 | $25,464.40 |
DisclosureSEC source: 0001062993-23-006446 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,964 F1 · shares: Grant of time-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 1, 2024, 2025 and 2026. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 22:39 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 361 | $32.97 | $11,902.17 |
DisclosureSEC source: 0001062993-22-019259 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,374 F1 · price: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:25 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 612 | $29.77 | $18,219.24 |
DisclosureSEC source: 0001062993-22-009752 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,735 F1 · shares: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:38 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 699 | $34.39 | $24,038.61 |
DisclosureSEC source: 0001062993-22-007198 · form4.xml · nonDerivative · entry 2 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,347 F2 · shares: Grant of performance-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. All or a portion of these restricted shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committee for the year ending December 31, 2022. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:38 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 699 | $34.39 | $24,038.61 |
DisclosureSEC source: 0001062993-22-007198 · form4.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,648 F1 · shares: Grant of time-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 1, 2023, 2024 and 2025. F3 · balance_after: The Reporting Person's Form 4 that was filed with the Securities and Exchange Commission on September 2, 2021 contained a mathematical error in calculating the amount of securities shown as being beneficially owned following the reported transaction. The Reporting Person's direct ownership was overstated by 341 shares and has been updated herein to correct that error. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:03 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 341 | $34.78 | $11,859.98 |
DisclosureSEC source: 0001239944-21-000035 · edgar.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290 F1 · price: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 18:53 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 328 | $52.28 | $17,147.84 |
DisclosureSEC source: 0001239944-21-000017 · edgar.xml · nonDerivative · entry 2 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,528 F1 · price: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 18:53 UTC | ALLIENT INC AMOT · Entity 4689 | Tax withholdingCommon Stock | 157 | $51.33 | $8,058.81 |
DisclosureSEC source: 0001239944-21-000017 · edgar.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,856 F1 · price: On the indicated date, the Reporting Person instructed the Company to withhold shares of common stock to cover tax withholding obligations upon the vesting of restricted stock as permitted under the applicable shareholder-approved stock incentive plan. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:40 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 653 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-21-000011 · edgar.xml · nonDerivative · entry 2 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,013 F3 · price: Grant of performance-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. All or a portion of these restricted shares will vest over a three-year period upon the satisfaction of certain performance goals established by the Compensation Committe for the year ending December 31, 2021. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 23:40 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-21-000011 · edgar.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · VP of Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,360 F2 · price: Grant of time-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on April 1, 2022, 2023 and 2024. F1 · balance_after: Includes an additional 150 shares of Common Stock that were acquired prior to the Reporting Person being promoted as an executive officer and that were inadvertently omitted from his prior Section 16 filings. Read SEC document |
| August 05, 2020 Filed Aug 11, 2020 21:26 UTC | ALLIENT INC AMOT · Entity 4689 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001239944-20-000031 · edgar.xml · nonDerivative · entry 1 Rondeau Geoffery · CIK 0001820734 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,884 F1 · price: Grant of time-based restricted shares pursuant to the Company's 2017 Omnibus Incentive Plan. These restricted shares vest one-third each on September 1, 2021, 2022 and 2023. 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.