Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Superior Drilling Products, Inc.SDPI · Entity 88563 | Director | August 01, 2024 | August 01, 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.
Superior Drilling Products, Inc.
Report date August 01, 2024 · Filed August 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-08-01 transaction · row 1
1 source rowRow 1 · 2024-08-01 · Disposition to issuer · Disposed 507,894 · Balance 0 F1: Disposed of pursuant to the merger agreement among Issuer, Drilling Tools International Corporation ("DTI"), DTI Merger Sub I, Inc., and DTI Merger Sub II, LLC (the "Merger Agreement") in exchange for a combination of DTI stock and cash in accordance with the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the merger agreement among Issuer, Drilling Tools International Corporation ("DTI"), DTI Merger Sub I, Inc., and DTI Merger Sub II, LLC (the "Merger Agreement") in exchange for a combination of DTI stock and cash in accordance with the terms of the Merger Agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GRAHAM CORP
Report date August 31, 2021 · Filed April 26, 2022
Section 16 reporting ended · disclosed 2022-04-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 185,647 |
Reported balance
After 2021-08-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-08-31 · Disposition to issuer · Disposed 3,268 · Balance 185,647 F1: Shares forfeited related to Mr. Lines' May 29, 2019 time-vesting restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 175,843 |
Reported balance
After 2021-08-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-08-31 · Disposition to issuer · Disposed 9,804 · Balance 175,843 F2: Shares forfeited related to Mr. Lines' May 29, 2019 performance-vesting restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 166,393 |
Reported balance
After 2021-08-31 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-08-31 · Disposition to issuer · Disposed 9,450 · Balance 166,393 F3: Shares forfeited related to Mr. Lines' June 9, 2020 time-vesting restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 138,045 |
Reported balance
After 2021-08-31 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2021-08-31 · Disposition to issuer · Disposed 28,348 · Balance 138,045 F4: Shares forfeited related to Mr. Lines' June 9, 2020 performance-vesting restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 124,982 |
Reported balance
After 2021-08-31 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2021-08-31 · Disposition to issuer · Disposed 13,063 · Balance 124,982 F5: Shares forfeited related to Mr. Lines' June 1, 2021 time-vesting restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 100,502 |
Reported balance
After 2021-08-31 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2021-08-31 · Disposition to issuer · Disposed 26,126 · Balance 100,502 F6: Shares forfeited related to Mr. Lines' June 1, 2021 performance-vesting restricted stock awards. F7: Includes 1,646 shares acquired under the Graham Corporation Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares forfeited related to Mr. Lines' May 29, 2019 time-vesting restricted stock awards.
F2: Shares forfeited related to Mr. Lines' May 29, 2019 performance-vesting restricted stock awards.
F3: Shares forfeited related to Mr. Lines' June 9, 2020 time-vesting restricted stock awards.
F4: Shares forfeited related to Mr. Lines' June 9, 2020 performance-vesting restricted stock awards.
F5: Shares forfeited related to Mr. Lines' June 1, 2021 time-vesting restricted stock awards.
F6: Shares forfeited related to Mr. Lines' June 1, 2021 performance-vesting restricted stock awards.
F7: Includes 1,646 shares acquired under the Graham Corporation Employee Stock Purchase Plan.
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 26, 2017 Filed May 26, 2017 20:47 UTC | GRAHAM CORP GHM · Entity 1960 | Tax withholdingCommon Stock | 546 | $21.63 | $11,809.98 |
DisclosureSEC source: 0000891839-17-000073 · edgar.xml · nonDerivative · entry 3 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,457 F1 · shares: Shares withheld to cover tax withholding obligations upon the vesting of a restricted stock award. Read SEC document |
| May 26, 2017 Filed May 26, 2017 20:47 UTC | GRAHAM CORP GHM · Entity 1960 | Tax withholdingCommon Stock | 434 | $21.63 | $9,387.42 |
DisclosureSEC source: 0000891839-17-000073 · edgar.xml · nonDerivative · entry 2 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,003 F1 · shares: Shares withheld to cover tax withholding obligations upon the vesting of a restricted stock award. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:47 UTC | GRAHAM CORP GHM · Entity 1960 | Tax withholdingCommon Stock | 1,763 | $21.85 | $38,521.55 |
DisclosureSEC source: 0000891839-17-000073 · edgar.xml · nonDerivative · entry 1 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,437 F1 · shares: Shares withheld to cover tax withholding obligations upon the vesting of a restricted stock award. Read SEC document |
| May 05, 2017 Filed May 5, 2017 20:30 UTC | GRAHAM CORP GHM · Entity 1960 | SaleCommon Stock | 3,000 | $21.54 | $64,631.10 |
DisclosureSEC source: 0000891839-17-000062 · edgar.xml · nonDerivative · entry 2 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Lines in March 2017. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:30 UTC | GRAHAM CORP GHM · Entity 1960 | SaleCommon Stock | 3,000 | $21.50 | $64,502.40 |
DisclosureSEC source: 0000891839-17-000062 · edgar.xml · nonDerivative · entry 1 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Lines in March 2017. Read SEC document |
| May 03, 2017 Filed May 3, 2017 20:46 UTC | GRAHAM CORP GHM · Entity 1960 | SaleCommon Stock | 3,000 | $21.59 | $64,758.00 |
DisclosureSEC source: 0000891839-17-000061 · edgar.xml · nonDerivative · entry 3 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Lines in March 2017. Read SEC document |
| May 02, 2017 Filed May 3, 2017 20:46 UTC | GRAHAM CORP GHM · Entity 1960 | SaleCommon Stock | 3,000 | $21.94 | $65,832.60 |
DisclosureSEC source: 0000891839-17-000061 · edgar.xml · nonDerivative · entry 2 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Lines in March 2017. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:46 UTC | GRAHAM CORP GHM · Entity 1960 | SaleCommon Stock | 3,000 | $21.98 | $65,947.50 |
DisclosureSEC source: 0000891839-17-000061 · edgar.xml · nonDerivative · entry 1 LINES JAMES R · CIK 0001249710 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Lines in March 2017. Read SEC document |
| December 19, 2016 Filed Dec 20, 2016 17:00 UTC | Superior Drilling Products, Inc. SDPI · Entity 88563 | PurchaseCommon Stock | 13,000 | $1.19 | $15,434.90 |
DisclosureSEC source: 0001144204-16-140527 · v455403_form4.xml · nonDerivative · entry 1 LINES JAMES R · CIK 0001249710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 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.