Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Commercial Vehicle Group, Inc.CVGI · Entity 6627 | Chief Financial Officer | October 18, 2019 | October 29, 2019 |
| SUPERIOR INDUSTRIES INTERNATIONAL INCSUP · Entity 77072 | Chief Financial Officer | May 19, 2024 | May 21, 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.
Commercial Vehicle Group, Inc.
Report date October 18, 2019 · Filed October 29, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 176,367 |
Reported balance
After 2019-10-18 transaction · row 1
1 source rowRow 1 · 2019-10-18 · Tax withholding · Disposed 13,802 · Balance 176,367 F1: The company withheld shares from the Reporting Person to cover taxes as follows: 5,927 shares withheld relating to the vesting of 13,216 shares granted on November 21, 2016; 3,283 shares withheld relating to the vesting of 7,320 shares granted on November 8, 2017; and 4,592 shares withheld relating to the vesting of 10,238 shares granted on November 9, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The company withheld shares from the Reporting Person to cover taxes as follows: 5,927 shares withheld relating to the vesting of 13,216 shares granted on November 21, 2016; 3,283 shares withheld relating to the vesting of 7,320 shares granted on November 8, 2017; and 4,592 shares withheld relating to the vesting of 10,238 shares granted on November 9, 2018.
SUPERIOR INDUSTRIES INTERNATIONAL INC
Report date May 19, 2024 · Filed May 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 216,260 |
Ending reported balance
After 2024-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-19 · Exercise / conversion · Acquired 18,145 · Balance 224,172 Row 2 · 2024-05-19 · Tax withholding · Disposed 7,912 · Balance 216,260 F1: These shares were withheld for the payment of taxes due upon the settlement of restricted stock units granted to the Reporting Person under the Company's 2018 Equity Incentive Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 54,164 |
Reported balance
After 2024-05-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-19 · Exercise / conversion · Disposed 18,145 · Balance 54,164 F2: Each restricted stock unit represents a contingent right to receive one share of common stock of Superior Industries International, Inc. F3: The restricted stock units vest and settle in stock in three approximately equal installments on May 19, 2024, March 2, 2025 and March 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld for the payment of taxes due upon the settlement of restricted stock units granted to the Reporting Person under the Company's 2018 Equity Incentive Plan.
F2: Each restricted stock unit represents a contingent right to receive one share of common stock of Superior Industries International, Inc.
F3: The restricted stock units vest and settle in stock in three approximately equal installments on May 19, 2024, March 2, 2025 and March 2, 2026.
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 03, 2021 Filed Mar 5, 2021 15:13 UTC | SUPERIOR INDUSTRIES INTERNATIONAL INC SUP · Entity 77072 | Tax withholdingCommon Stock | 12,333 | $6.04 | $74,491.32 |
DisclosureSEC source: 0001562180-21-002014 · primarydocument.xml · nonDerivative · entry 2 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,786 F1 · kind: These shares were withheld solely for the purpose of paying taxes due upon the vesting and settlement of restricted stock units that were granted to the Reporting Person under the Company's 2018 Equity Incentive Plan. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 15:13 UTC | SUPERIOR INDUSTRIES INTERNATIONAL INC SUP · Entity 77072 | Exercise / conversionCommon Stock | 43,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002014 · primarydocument.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,119 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. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 15:02 UTC | SUPERIOR INDUSTRIES INTERNATIONAL INC SUP · Entity 77072 | GrantRestricted Stock Unit · Derivative | 129,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-006323 · primarydocument.xml · derivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,357 Underlying: Common Stock · 129,357 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Superior Industries International, Inc. F2 · derivative.exercise_date: The restricted stock units vest and settle in stock in three approximately equal installments on March 3, 2021, March 3, 2022, and March 3, 2023. F2 · derivative.expiration_date: The restricted stock units vest and settle in stock in three approximately equal installments on March 3, 2021, March 3, 2022, and March 3, 2023. Read SEC document |
| October 18, 2019 Filed Oct 29, 2019 15:32 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 13,802 | $7.52 | $103,791.04 |
DisclosureSEC source: 0001628280-19-012658 · wf-form4_157236309267187.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,367 F1 · shares: The company withheld shares from the Reporting Person to cover taxes as follows: 5,927 shares withheld relating to the vesting of 13,216 shares granted on November 21, 2016; 3,283 shares withheld relating to the vesting of 7,320 shares granted on November 8, 2017; and 4,592 shares withheld relating to the vesting of 10,238 shares granted on November 9, 2018. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:39 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 30,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-014282 · wf-form4_154214516167361.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,169 F1 · shares: The shares vest in increments of 33.5 percent (rounded to the nearest whole number) on each of October 20, 2019; 2020; and 2021, if the Reporting Person remains an employee of the company through such dates. Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 20:54 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 20,691 | $7.14 | $147,733.74 |
DisclosureSEC source: 0001628280-18-012819 · wf-form4_154032804923957.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,455 F1 · shares: The company withheld shares from the Reporting Person to cover taxes as follows: 9,914 shares withheld relating to the vesting of 21,862 shares granted on December 8, 2015; 1,464 shares withheld relating to the vesting of 3,229 shares granted on March 22, 2016; 5,993 shares withheld relating to the vesting of 13,215 shares granted on November 21, 2016; and 3,320 shares withheld relating to the vesting of 7,321 shares granted on November 8, 2017. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:28 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 21,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-011344 · wf-form4_151026287526176.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,146 F1 · shares: The shares vest in increments of 33.5 percent (rounded to the nearest whole number) on each of October 20, 2018; 2019; and 2020, if the Reporting Person remains an employee of the company through such dates. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:57 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 25,802 | $8.43 | $217,510.86 |
DisclosureSEC source: 0001628280-17-010098 · wf-form4_150887863519375.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,185 F1 · shares: The company withheld shares from the Reporting Person to cover taxes as follows: 5,133 shares withheld relating to the vesting of 10,478 shares granted on November 21, 2014; 1,902 shares withheld relating to the vesting of 3,882 shares granted on April 13, 2015; 10,710 shares withheld relating to the vesting of 21,862 shares granted on December 8, 2015; 1,582 shares withheld relating to the vesting of 3,230 shares granted on March 22, 2016; and 6,475 shares withheld relating to the vesting of 13,216 shares granted on November 21, 2016. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:02 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | GrantCommon Stock, $0.01 par value | 39,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-16-021627 · wf-form4_147985211589632.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,987 F1 · shares: The shares vest in increments of 33.5 percent (rounded to the nearest whole number) on each of October 20, 2017; 2018; and 2019, if the Reporting Person remains an employee of the company through such dates. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 20:46 UTC | Commercial Vehicle Group, Inc. CVGI · Entity 6627 | Tax withholdingCommon Stock, $0.01 par value | 25,493 | $5.29 | $134,857.97 |
DisclosureSEC source: 0001628280-16-020203 · wf-form4_147734196455008.xml · nonDerivative · entry 1 Trenary Timothy · CIK 0001354033 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,341 F1 · shares: The company withheld shares from the Reporting Person to cover taxes as follows: 6,379 shares withheld relating to the vesting of 13,333 shares granted on November 14, 2013; 236 shares withheld relating to the vesting of 493 shares granted on March 7, 2014; 5,014 shares withheld relating to the vesting of 10,478 shares granted on November 21, 2014; 1,858 shares withheld relating to the vesting of 3,882 shares granted on April 13, 2015; 10,460 shares withheld relating to the vesting of 21,862 shares granted on December 8, 2015; and 1,546 shares withheld relating to the vesting of 3,230 shares granted on March 22, 2016. 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.