Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Endovia Health Sciences, Inc.SBEV · Entity 8508 | Chief Financial Officer | January 24, 2024 | February 26, 2024 |
| Synergy CHC Corp.SNYR · Entity 8555 | Chief Financial Officer | October 22, 2024 | October 22, 2024 |
| Willdan Group, Inc.WLDN · Entity 4758 | Chief Financial Officer | March 22, 2021 | March 26, 2021 |
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.
Endovia Health Sciences, Inc.
Report date January 24, 2024 · Filed February 26, 2024
This filing explicitly reported no securities owned.
Synergy CHC Corp.
Report date October 22, 2024 · Filed October 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.71 · Expires 2034-06-28 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-10-22 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The option will vest and become exercisable in three equal annual installments beginning on 04/01/2025, provided the reporting person remains actively providing services to the Issuer as of each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option will vest and become exercisable in three equal annual installments beginning on 04/01/2025, provided the reporting person remains actively providing services to the Issuer as of each such vesting date.
Willdan Group, Inc.
Report date March 22, 2021 · Filed March 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,411 |
Ending reported balance
After 2021-03-24 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2021-03-22 · Sale · Disposed 954 · Balance 21,515 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F2: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $39.82 to $40.74, 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 ranges set forth in this footnote (2) through footnote (10). Row 2 · 2021-03-22 · Sale · Disposed 84 · Balance 21,431 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F3: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $40.85 to $40.96, inclusive. Row 3 · 2021-03-23 · Sale · Disposed 291 · Balance 21,140 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F4: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.74 to $37.71, inclusive. Row 4 · 2021-03-23 · Sale · Disposed 490 · Balance 20,650 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F5: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $37.75 to $38.74, inclusive. Row 5 · 2021-03-23 · Sale · Disposed 72 · Balance 20,578 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F6: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $38.82 to $39.53, inclusive. Row 6 · 2021-03-24 · Sale · Disposed 592 · Balance 19,986 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F7: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $34.76 to $35.64, inclusive. Row 7 · 2021-03-24 · Sale · Disposed 279 · Balance 19,707 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F8: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $35.77 to $36.76, inclusive. Row 8 · 2021-03-24 · Sale · Disposed 284 · Balance 19,423 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F9: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.82 to $37.49, inclusive. Row 9 · 2021-03-24 · Sale · Disposed 12 · Balance 19,411 F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F10: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $37.83 to $38.13, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021.
F2: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $39.82 to $40.74, 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 ranges set forth in this footnote (2) through footnote (10).
F3: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $40.85 to $40.96, inclusive.
F4: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.74 to $37.71, inclusive.
F5: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $37.75 to $38.74, inclusive.
F6: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $38.82 to $39.53, inclusive.
F7: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $34.76 to $35.64, inclusive.
F8: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $35.77 to $36.76, inclusive.
F9: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.82 to $37.49, inclusive.
F10: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $37.83 to $38.13, inclusive.
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 |
|---|---|---|---|---|---|---|
| March 24, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 12 | $37.99 | $455.88 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 9 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,411 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F10 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $37.83 to $38.13, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 284 | $37.11 | $10,539.24 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 8 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,423 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F9 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.82 to $37.49, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 279 | $36.47 | $10,175.13 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 7 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,707 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F8 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $35.77 to $36.76, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 592 | $34.99 | $20,714.08 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 6 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,986 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F7 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $34.76 to $35.64, inclusive. Read SEC document |
| March 23, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 72 | $39.07 | $2,813.04 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 5 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,578 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F6 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $38.82 to $39.53, inclusive. Read SEC document |
| March 23, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 490 | $38.17 | $18,703.30 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 4 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,650 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F5 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $37.75 to $38.74, inclusive. Read SEC document |
| March 23, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 291 | $37.33 | $10,863.03 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 3 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,140 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F4 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.74 to $37.71, inclusive. Read SEC document |
| March 22, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 84 | $40.92 | $3,437.28 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 2 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,431 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F3 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $40.85 to $40.96, inclusive. Read SEC document |
| March 22, 2021 Filed Mar 26, 2021 18:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 954 | $40.11 | $38,264.94 |
DisclosureSEC source: 0001179110-21-003827 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,515 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance- based restricted stock units on March 19, 2021. F2 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $39.82 to $40.74, 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 ranges set forth in this footnote (2) through footnote (10). Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 4,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 12 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,469 F12 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 6, 2018. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 19, 2021, resulting in the immediate vesting of the restricted stock units as to 4,816 shares of Common Stock. Read SEC document |
| March 16, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 39 | $45.97 | $1,792.83 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 11 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,653 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. Read SEC document |
| March 15, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 92 | $47.09 | $4,332.28 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 10 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,692 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F11 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $46.84 to $47.80, inclusive. Read SEC document |
| March 15, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 1,049 | $46.37 | $48,642.13 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 9 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,784 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F10 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $45.84 to $46.67, inclusive. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 31 | $50.55 | $1,567.05 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 8 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,833 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F9 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $50.28 to $50.76, inclusive. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 106 | $49.62 | $5,259.72 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 7 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,864 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F8 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $49.23 to $50.20, inclusiv Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 184 | $48.59 | $8,940.56 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 6 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,970 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F7 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $48.12 to $49.00, inclusive. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 193 | $47.61 | $9,188.73 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 5 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,154 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F6 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $47.05 to $47.97, inclusive. Read SEC document |
| March 12, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 334 | $46.47 | $15,520.98 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 4 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,347 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F5 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $45.91 to $46.87, inclusive. Read SEC document |
| March 11, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 361 | $47.62 | $17,190.82 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 3 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,681 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F4 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $47.05 to $47.89, inclusive. Read SEC document |
| March 11, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 268 | $46.51 | $12,464.68 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 2 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,042 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F3 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.99, inclusive. Read SEC document |
| March 11, 2021 Filed Mar 23, 2021 18:13 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 191 | $45.54 | $8,698.14 |
DisclosureSEC source: 0001179110-21-003741 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,310 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on March 10, 2021. F2 · price: The price reported in Column 4 is the weig ed average price. These shares were sold in multiple transactions at prices ranging from $44.97 to $45.95, 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 ranges set forth in this footnote (2) through footnote (11). Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 17:08 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 4,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003362 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,501 F1 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 2, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 10, 2021, resulting in the immediate vesting of the restricted stock units as to 4,588 shares of Common Stock. F2 · balance_after: Includes an aggregate of 878 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 462 shares on June 30, 2020 and 416 shares on December 31, 2020. Read SEC document |
| June 19, 2020 Filed Jun 22, 2020 18:50 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 4,737 | $23.52 | $111,414.24 |
DisclosureSEC source: 0001179110-20-007690 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,035 F1 · shares: Represents shares of Common Stock sold in the open market, the proceeds of which were used to pay the tax withholding obligations incurred upon the vesting of performance-based restricted stock units on June 10, 2020. F2 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $24.11, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, 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 above. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 16:01 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 9,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007254 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,772 F1 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on June 13, 2019. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on June 10, 2020, resulting in the immediate vesting of the restricted stock units as to 9,816 shares of Common Stock. Read SEC document |
| March 09, 2020 Filed Mar 12, 2020 16:59 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 198 | $32.68 | $6,470.64 |
DisclosureSEC source: 0001179110-20-003573 · edgar.xml · nonDerivative · entry 3 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,956 F4 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of restricted stock on March 8, 2020, which restricted stock was granted on March 8, 2017. F2 · balance_after: Includes an aggregate of 706 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 366 shares on June 30, 2019 and 340 shares on December 31, 2019. Read SEC document |
| March 06, 2020 Filed Mar 12, 2020 16:59 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 3,187 | $32.68 | $104,151.16 |
DisclosureSEC source: 0001179110-20-003573 · edgar.xml · nonDerivative · entry 2 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,154 F3 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units referenced in footnote (1). F2 · balance_after: Includes an aggregate of 706 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 366 shares on June 30, 2019 and 340 shares on December 31, 2019. Read SEC document |
| March 02, 2020 Filed Mar 12, 2020 16:59 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003573 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,341 F1 · shares: Represents performance-based restricted stock units previously granted to the Reporting Person by the Issuer on March 6, 2018. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on March 2, 2020, resulting in the immediate vesting of the restricted stock units as to 7,010 shares of Common Stock. F2 · balance_after: Includes an aggregate of 706 shares of Common Stock purchased under the Amended and Restated Willdan Group, Inc. 2006 Employee Stock Purchase Plan, including 366 shares on June 30, 2019 and 340 shares on December 31, 2019. Read SEC document |
| March 08, 2019 Filed May 7, 2019 16:47 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 178 | $36.00 | $6,408.00 |
DisclosureSEC source: 0001179110-19-005663 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 F1 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of restricted stock on March 8, 2019, which restricted stock was granted on March 8, 2017. F2 · balance_after: Includes 444 shares of restricted stock that vests on March 8, 2020. Read SEC document |
| March 06, 2019 Filed Mar 26, 2019 17:23 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Tax withholdingCommon Stock | 2,540 | $38.20 | $97,028.00 |
DisclosureSEC source: 0001179110-19-004312 · edgar.xml · nonDerivative · entry 2 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,803 F3 · shares: Represents shares of the Issuer's Common Stock withheld for tax withholding purposes in connection with the vesting of the performance-based restricted stock units granted on March 6, 2018. F2 · balance_after: Includes 444 shares of restricted stock that vests on March 8, 2020. Read SEC document |
| March 05, 2019 Filed Mar 26, 2019 17:23 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004312 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,343 F1 · shares: Represents shares of the Issuer's Common Stock that vested subject to a time-based vesting restriction on March 6, 2019 under performance-based restricted stock units granted on March 6, 2018. F2 · balance_after: Includes 444 shares of restricted stock that vests on March 8, 2020. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,333 | $0.00 Strike: $14.01 | $0.00 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · derivative · entry 9 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 3,333 shares Expires 2024-11-05 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. F7 · derivative.exercise_date: The option, representing a right to purchase a total of 5,000 shares, becomes completely exercisable in three substantially equal installments. The first and second installments became exercisable on each of November 5, 2015 and November 5, 2016, and the third installment will become exercisable on November 5, 2017. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $13.86 | $0.00 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · derivative · entry 8 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2025-03-26 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. F6 · derivative.exercise_date: The option, representing a right to purchase a total of 15,000 shares, becomes completely exercisable in three equal installments. The first installment became exercisable on March 26, 2016, and the second and third installments will become exercisable on each of March 26, 2017 and March 26, 2018. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.89 | $0.00 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · derivative · entry 7 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2023-11-07 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. F5 · derivative.exercise_date: The option became exercisable in three substantially equal installments on each of November 11, 2014, November 11, 2015 and November 11, 2016. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 3,236 | $33.49 | $108,373.64 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · nonDerivative · entry 6 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.33 to $33.50, inclusive. F1 · balance_after: Includes 1,333 shares of restricted stock that vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 7,016 | $34.42 | $241,490.72 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · nonDerivative · entry 5 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.02 to $34.99, inclusive. F1 · balance_after: Includes 1,333 shares of restricted stock that vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | SaleCommon Stock | 11,317 | $33.77 | $382,175.09 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · nonDerivative · entry 4 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,585 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.16 to $34.01, inclusive. The reporting person undertakes to provide to Willdan Group, Inc., any security holder of Willdan Group, 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 ranges set forth in footnotes (2), (3) and (4) to this Form 4. F1 · balance_after: Includes 1,333 shares of restricted stock that vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 3,333 | $14.01 | $46,695.33 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · nonDerivative · entry 3 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,902 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 · balance_after: Includes 1,333 shares of restricted stock that vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 5,000 | $13.86 | $69,300.00 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · nonDerivative · entry 2 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,569 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 · balance_after: Includes 1,333 shares of restricted stock that vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:48 UTC | Willdan Group, Inc. WLDN · Entity 4758 | Exercise / conversionCommon Stock | 10,000 | $3.89 | $38,900.00 |
DisclosureSEC source: 0001179110-17-004766 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,569 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 · balance_after: Includes 1,333 shares of restricted stock that vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:16 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantStock Option (Right to Buy) · Derivative | 6,667 | $0.00 Strike: $28.19 | $0.00 |
DisclosureSEC source: 0001179110-17-004459 · edgar.xml · derivative · entry 2 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires 2027-03-08 F3 · derivative.exercise_date: The option becomes exercisable in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:16 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004459 · edgar.xml · nonDerivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569 F1 · shares: The restricted stock award vests in three substantially equal installments on each of March 8, 2018, March 8, 2019 and March 8, 2020. F2 · balance_after: Includes 3,236 shares acquired pursuant to the Issuer's employee stock purchase plan. Read SEC document |
| November 03, 2016 Filed Nov 15, 2016 11:52 UTC Amendment | Willdan Group, Inc. WLDN · Entity 4758 | GrantStock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $16.27 | $0.00 |
DisclosureSEC source: 0001179110-16-031577 · edgar.xml · derivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2026-11-03 F1 · derivative.exercise_date: The option becomes exercisable in three equal installments on each of November 3, 2017, November 3, 2018 and November 3, 2019. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 20:59 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantStock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $16.09 | $0.00 |
DisclosureSEC source: 0001179110-16-031261 · edgar.xml · derivative · entry 1 McLaughlin Stacy B. · CIK 0001601038 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2026-11-02 F1 · derivative.exercise_date: The option becomes exercisable in three equal installments on each of November 2, 2017, November 2, 2018 and November 2, 2019. 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.