Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRANSCAT INCTRNS · Entity 1920 | Chief Operating Officer | March 30, 2024 | April 02, 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.
TRANSCAT INC
Report date March 30, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.50 par valueSEC Table I · non-derivative | Direct | 6,462 |
Reported balance
After 2024-03-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-30 · Exercise / conversion · Acquired 1,681 · Balance 6,462 F1: These restricted stock units convert into common stock on a one-for-one basis. F2: Includes 45 shares acquired under the Transcat, Inc. Employee Stock Purchase Plan. |
| Common Stock, $.50 par valueSEC Table I · non-derivative | Direct | 5,670 |
Reported balance
After 2024-03-30 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-30 · Tax withholding · Disposed 792 · Balance 5,670 F3: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-03-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-30 · Exercise / conversion · Disposed 1,681 · Balance 0 F1: These restricted stock units convert into common stock on a one-for-one basis. F4: These restricted stock units vested on March 30, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,132 |
Reported balance
Holding disclosure · report date 2024-03-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,132 F1: These restricted stock units convert into common stock on a one-for-one basis. F5: These restricted stock units vest on March 28, 2026, except as otherwise provided in the award notice. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,512 |
Reported balance
Holding disclosure · report date 2024-03-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,512 F1: These restricted stock units convert into common stock on a one-for-one basis. F6: These restricted stock units vest on March 28, 2025, except as otherwise provided in the award notice. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $63.17 · Expires 2027-05-25 | Direct | 6,500 |
Reported balance
Holding disclosure · report date 2024-03-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 6,500 F7: This option vests on the third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units convert into common stock on a one-for-one basis.
F2: Includes 45 shares acquired under the Transcat, Inc. Employee Stock Purchase Plan.
F3: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units.
F4: These restricted stock units vested on March 30, 2024.
F5: These restricted stock units vest on March 28, 2026, except as otherwise provided in the award notice.
F6: These restricted stock units vest on March 28, 2025, except as otherwise provided in the award notice.
F7: This option vests on the third anniversary of the date of grant.
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 30, 2024 Filed Apr 2, 2024 20:32 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 1,681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007712 · form4.xml · derivative · entry 3 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 1,681 shares Expires not disclosed 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 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested on March 30, 2024. F4 · derivative.expiration_date: These restricted stock units vested on March 30, 2024. Read SEC document |
| March 30, 2024 Filed Apr 2, 2024 20:32 UTC | TRANSCAT INC TRNS · Entity 1920 | Tax withholdingCommon Stock, $.50 par value | 792 | $111.43 | $88,252.56 |
DisclosureSEC source: 0001062993-24-007712 · form4.xml · nonDerivative · entry 2 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,670 F3 · shares: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| March 30, 2024 Filed Apr 2, 2024 20:32 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007712 · form4.xml · nonDerivative · entry 1 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,462 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 · price: These restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 45 shares acquired under the Transcat, Inc. Employee Stock Purchase Plan. Read SEC document |
| September 21, 2023 Filed Sep 21, 2023 20:44 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018379 · form4.xml · derivative · entry 3 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 3,000 shares Expires not disclosed 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 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested on September 21, 2023. F4 · derivative.expiration_date: These restricted stock units vested on September 21, 2023. Read SEC document |
| September 21, 2023 Filed Sep 21, 2023 20:44 UTC | TRANSCAT INC TRNS · Entity 1920 | Tax withholdingCommon Stock, $.50 par value | 1,326 | $108.67 | $144,096.42 |
DisclosureSEC source: 0001062993-23-018379 · form4.xml · nonDerivative · entry 2 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,736 F3 · shares: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| September 21, 2023 Filed Sep 21, 2023 20:44 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018379 · form4.xml · nonDerivative · entry 1 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,062 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 · price: These restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 15 shares acquired under the Transcat, Inc. Employee Stock Purchase Plan. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:35 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 5,012 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015309 · form4.xml · derivative · entry 3 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 5,012 shares Expires not disclosed 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 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested on July 21, 2023. F4 · derivative.expiration_date: These restricted stock units vested on July 21, 2023. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:35 UTC | TRANSCAT INC TRNS · Entity 1920 | Tax withholdingCommon Stock, $.50 par value | 2,215 | $84.88 | $188,009.20 |
DisclosureSEC source: 0001062993-23-015309 · form4.xml · nonDerivative · entry 2 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,047 F3 · shares: Shares withheld to cover tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:35 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 5,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015309 · form4.xml · nonDerivative · entry 1 Doheny Mark A. · CIK 0001832374 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,262 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 · price: These restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: Includes 20 shares acquired under the Transcat, Inc. Employee Stock Purchase Plan. Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:42 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,132 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012336 · form4.xml · derivative · entry 2 Doheny Mark A. · CIK 0001832374 · VP Finance, CFO, and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,132 Underlying: Common Stock, $.50 par value · 1,132 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units were granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 28, 2026. F3 · derivative.expiration_date: These restricted stock units were granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 28, 2026. Read SEC document |
| May 25, 2022 Filed May 26, 2022 20:24 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,512 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013600 · form4.xml · derivative · entry 2 Doheny Mark A. · CIK 0001832374 · VP Finance, CFO, and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,512 Underlying: Common Stock, $.50 par value · 1,512 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on May 25, 2025. F2 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on May 25, 2025. F2 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on May 25, 2025. Read SEC document |
| May 25, 2022 Filed May 26, 2022 20:24 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantStock Option (Right to Buy) · Derivative | 6,500 | $0.00 Strike: $63.17 | $0.00 |
DisclosureSEC source: 0001062993-22-013600 · form4.xml · derivative · entry 1 Doheny Mark A. · CIK 0001832374 · VP Finance, CFO, and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock, $.50 par value · 6,500 shares Expires 2032-05-25 F1 · derivative.exercise_date: This option was granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vests on the third anniversary of the date of grant. Read SEC document |
| May 25, 2022 Filed Jun 28, 2022 20:32 UTC Amendment | TRANSCAT INC TRNS · Entity 1920 | GrantStock Option (Right to Buy) · Derivative | 6,500 | $0.00 Strike: $63.17 | $0.00 |
DisclosureSEC source: 0001062993-22-015584 · form4a.xml · derivative · entry 1 Doheny Mark A. · CIK 0001832374 · VP Finance, CFO, and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock, $.50 par value · 6,500 shares Expires 2027-05-25 F1 · derivative.exercise_date: This option was granted under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vests on the third anniversary of the date of grant. F2 · derivative.expiration_date: This report on Form 4/A is being filed solely to correct an administrative error with respect to the expiration date of the stock option, which was previously reported as 05/25/2032 and should be 05/25/2027. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:51 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000217 · edgar.xml · derivative · entry 1 Doheny Mark A. · CIK 0001832374 · VP Finance, CFO, and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,681 Underlying: Common Stock, $.50 par value · 1,681 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 30, 2024. F1 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 30, 2024. F1 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on March 30, 2024. 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.