Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSP INC /MA/CSPI · Entity 6918 | Director | August 23, 2024 | August 27, 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.
CSP INC /MA/
Report date August 23, 2024 · Filed August 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 108,606 |
Ending reported balance
After 2024-08-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-23 · Sale · Disposed 500 · Balance 109,106 Row 2 · 2024-08-23 · Sale · Disposed 500 · Balance 108,606 |
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 23, 2024 Filed Aug 27, 2024 20:04 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 500 | $14.10 | $7,050.00 |
DisclosureSEC source: 0000356037-24-000057 · primary_doc.xml · nonDerivative · entry 2 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,606 Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 20:04 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 500 | $14.08 | $7,040.00 |
DisclosureSEC source: 0000356037-24-000057 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,106 Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 20:45 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 2,000 | $14.25 | $28,500.00 |
DisclosureSEC source: 0000356037-24-000056 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,606 Read SEC document |
| February 07, 2024 Filed Feb 8, 2024 20:39 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-24-000008 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,803 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:01 UTC | CSP INC /MA/ CSPI · Entity 6918 | Disposition to issuerCommon Stock | 2,000 | $11.06 | $22,123.00 |
DisclosureSEC source: 0000356037-23-000022 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,803 Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 17:14 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-23-000012 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,803 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 13:42 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-22-000012 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,803 Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 20:22 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 2,000 | $10.95 | $21,900.00 |
DisclosureSEC source: 0000356037-21-000011 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,803 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 16:44 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 5,000 | $10.51 | $52,557.50 |
DisclosureSEC source: 0001282498-21-000003 · primary_doc.xml · nonDerivative · entry 2 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,803 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 16:44 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001282498-21-000003 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,803 Read SEC document |
| February 13, 2020 Filed Feb 13, 2020 21:36 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001582201-20-000002 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,803 Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 15:54 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-19-000014 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,803 Read SEC document |
| September 10, 2018 Filed Sep 13, 2018 15:05 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 1,000 | $13.50 | $13,500.00 |
DisclosureSEC source: 0000356037-18-000035 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,803 Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 18:54 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 1,000 | $13.50 | $13,500.00 |
DisclosureSEC source: 0000356037-18-000034 · primary_doc.xml · nonDerivative · entry 2 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,803 Read SEC document |
| September 05, 2018 Filed Sep 10, 2018 18:54 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 1,000 | $13.50 | $13,500.00 |
DisclosureSEC source: 0000356037-18-000034 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,803 Read SEC document |
| February 14, 2018 Filed Feb 20, 2018 16:11 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-18-000012 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,803 Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 15:40 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 1,900 | $10.90 | $20,700.50 |
DisclosureSEC source: 0000356037-17-000046 · primary_doc.xml · nonDerivative · entry 2 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,803 Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 15:40 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 199 | $10.80 | $2,149.20 |
DisclosureSEC source: 0000356037-17-000046 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,703 Read SEC document |
| February 27, 2017 Filed Apr 5, 2017 19:44 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-17-000030 · primary_doc.xml · nonDerivative · entry 1 JAMES C SHELTON · CIK 0001053645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,902 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.