Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Legacy Housing CorpLEGH · Entity 5278 | President and CEO | August 29, 2024 | September 04, 2024 |
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.
Legacy Housing Corp
Report date August 29, 2024 · Filed September 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per share ("Common Stock")SEC Table I · non-derivative | Direct | 33,267 |
Reported balance
After 2024-08-29 transaction · row 1
1 source rowRow 1 · 2024-08-29 · Exercise / conversion · Acquired 6,246 · Balance 33,267 F1: Represents the date on which the plan administrator notified the reporting person that the transaction had been executed. F2: Represents shares of Common Stock received upon exercise of a stock option grant. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $16.01 · Expires 2032-06-07 | Direct | 49,968 |
Reported balance
After 2024-08-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-29 · Exercise / conversion · Disposed 6,246 · Balance 49,968 F3: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the date on which the plan administrator notified the reporting person that the transaction had been executed.
F2: Represents shares of Common Stock received upon exercise of a stock option grant.
F3: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032.
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 29, 2024 Filed Sep 4, 2024 14:23 UTC | Legacy Housing Corp LEGH · Entity 5278 | Exercise / conversionStock Option · Derivative | 6,246 | $0.00 Strike: $16.01 | $0.00 |
DisclosureSEC source: 0001104659-24-096784 · tm2423300-1_4seq1.xml · derivative · entry 2 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,968 Underlying: Common Stock · 6,246 shares Expires 2032-06-07 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. F3 · derivative.exercise_date: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032. Read SEC document |
| August 29, 2024 Filed Sep 4, 2024 14:23 UTC | Legacy Housing Corp LEGH · Entity 5278 | Exercise / conversionCommon Stock, par value $0.001 per share ("Common Stock") | 6,246 | $16.01 | $99,998.46 |
DisclosureSEC source: 0001104659-24-096784 · tm2423300-1_4seq1.xml · nonDerivative · entry 1 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,267 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 · deemedExecutionDate: Represents the date on which the plan administrator notified the reporting person that the transaction had been executed. F2 · shares: Represents shares of Common Stock received upon exercise of a stock option grant. Read SEC document |
| March 25, 2024 Filed Mar 28, 2024 17:58 UTC | Legacy Housing Corp LEGH · Entity 5278 | Exercise / conversionStock Option · Derivative | 6,246 | $0.00 Strike: $16.01 | $0.00 |
DisclosureSEC source: 0001104659-24-040644 · tm247923-6_4seq1.xml · derivative · entry 2 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,214 Underlying: Common Stock · 6,246 shares Expires 2032-06-07 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. F1 · deemedExecutionDate: Represents the date on which the plan administrator notified the reporting person that the transaction had been executed. F3 · derivative.exercise_date: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032. Read SEC document |
| March 25, 2024 Filed Mar 28, 2024 17:58 UTC | Legacy Housing Corp LEGH · Entity 5278 | Exercise / conversionCommon Stock, par value $0.001 per share ("Common Stock") | 6,246 | $16.01 | $99,998.46 |
DisclosureSEC source: 0001104659-24-040644 · tm247923-6_4seq1.xml · nonDerivative · entry 1 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,021 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 · deemedExecutionDate: Represents the date on which the plan administrator notified the reporting person that the transaction had been executed. F2 · shares: Represents shares of Common Stock received upon exercise of a stock option grant. Read SEC document |
| October 06, 2023 Filed Oct 6, 2023 15:19 UTC | Legacy Housing Corp LEGH · Entity 5278 | PurchaseCommon Stock, par value $0.001 per share ("Common Stock") | 3,000 | $18.66 | $55,980.00 |
DisclosureSEC source: 0001104659-23-107459 · tm2327228-8_4seq1.xml · nonDerivative · entry 1 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,775 F1 · shares: The price reported represents the weighted average price of shares purchased. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 09:41 UTC | Legacy Housing Corp LEGH · Entity 5278 | PurchaseCommon Stock | 1,000 | $16.61 | $16,610.00 |
DisclosureSEC source: 0001104659-22-120114 · tm2230660-2_4seq1.xml · nonDerivative · entry 2 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,775 Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 09:41 UTC | Legacy Housing Corp LEGH · Entity 5278 | PurchaseCommon Stock, par value $0.001 per share ("Common Stock") | 1,000 | $16.86 | $16,860.00 |
DisclosureSEC source: 0001104659-22-120114 · tm2230660-2_4seq1.xml · nonDerivative · entry 1 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,775 F1 · shares: The price reported represents the weighted average price of shares purchased. Read SEC document |
| June 07, 2022 Filed Jul 22, 2022 17:46 UTC | Legacy Housing Corp LEGH · Entity 5278 | GrantIncentive Stock Option · Derivative | 600,000 | $48.00 Strike: $48.00 | $28,800,000.00 |
DisclosureSEC source: 0001104659-22-082088 · tm2221618-5_4seq1.xml · derivative · entry 5 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 shares Expires 2032-06-07 F3 · derivative.exercise_date: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032. Read SEC document |
| June 07, 2022 Filed Jul 22, 2022 17:46 UTC | Legacy Housing Corp LEGH · Entity 5278 | GrantIncentive Stock Option · Derivative | 300,000 | $36.00 Strike: $36.00 | $10,800,000.00 |
DisclosureSEC source: 0001104659-22-082088 · tm2221618-5_4seq1.xml · derivative · entry 4 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2032-06-07 F3 · derivative.exercise_date: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032. Read SEC document |
| June 07, 2022 Filed Jul 22, 2022 17:46 UTC | Legacy Housing Corp LEGH · Entity 5278 | GrantIncentive Stock Option · Derivative | 62,460 | $16.01 Strike: $16.01 | $999,984.60 |
DisclosureSEC source: 0001104659-22-082088 · tm2221618-5_4seq1.xml · derivative · entry 3 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,460 Underlying: Common Stock · 62,460 shares Expires 2032-06-07 F3 · derivative.exercise_date: The shares of Common Stock vest and become exercisable in equal annual 10% increments during the ten-year period commencing on June 7, 2022 and ending on June 7, 2032. Read SEC document |
| June 07, 2022 Filed Jul 22, 2022 17:46 UTC | Legacy Housing Corp LEGH · Entity 5278 | GrantCommon Stock | 14,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-082088 · tm2221618-5_4seq1.xml · nonDerivative · entry 2 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,775 F2 · shares: The shares of Common Stock vest in equal 50% increments on June 7, 2023 and June 7, 2024. Read SEC document |
| November 30, 2021 Filed Jul 22, 2022 17:46 UTC | Legacy Housing Corp LEGH · Entity 5278 | GrantCommon Stock, par value $0.001 per share ("Common Stock") | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-082088 · tm2221618-5_4seq1.xml · nonDerivative · entry 1 Bates Robert Duncan · CIK 0001882213 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075 F1 · shares: The acquired shares vest on October 4, 2022, subject to the Reporting Person's continuous service as a director or employee through and on such date. Read SEC document |
| December 02, 2020 Filed Sep 21, 2021 12:51 UTC | Legacy Housing Corp LEGH · Entity 5278 | GrantCommon Stock, par value $0.001 per share | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-117757 · tm2124902-13_4seq1.xml · nonDerivative · entry 1 Bates Robert Duncan · CIK 0001882213 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674 F1 · shares: The acquired shares vest on October 4, 2021, subject to the Reporting Person's continuous service as a director through and on such date. 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.