Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOUGLAS DYNAMICS, INCPLOW · Entity 5002 | CHRO | March 11, 2024 | March 13, 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.
DOUGLAS DYNAMICS, INC
Report date March 11, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,727 |
Ending reported balance
After 2024-03-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-11 · Grant · Acquired 4,554 · Balance 33,254 F1: Includes 4,554 shares that will vest in three annual installments beginning on March 6, 2025. Row 2 · 2024-03-11 · Sale · Disposed 1,527 · Balance 31,727 F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 2022. F3: The price in Column 4 is a weighted average price. The prices actually received ranged from $24.8000 to $24.9900. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,554 shares that will vest in three annual installments beginning on March 6, 2025.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 2022.
F3: The price in Column 4 is a weighted average price. The prices actually received ranged from $24.8000 to $24.9900. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price.
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 11, 2024 Filed Mar 13, 2024 20:40 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 1,527 | $24.88 | $37,988.10 |
DisclosureSEC source: 0000897069-24-000669 · form4.xml · nonDerivative · entry 2 Evans Linda R · CIK 0001845435 · CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,727 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 2022. F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $24.8000 to $24.9900. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:40 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 4,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000669 · form4.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,254 F1 · shares: Includes 4,554 shares that will vest in three annual installments beginning on March 6, 2025. Read SEC document |
| February 20, 2024 Filed Feb 20, 2024 21:39 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000403 · form4.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,700 F1 · shares: Represents performance shares earned based on the achievement of performance targets for the period beginning January 1, 2021 and ending on December 31, 2023. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 22:28 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 1,040 | $36.94 | $38,413.44 |
DisclosureSEC source: 0001567619-23-004623 · doc1.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,633 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $36.6901 to $37.1000. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:08 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003314 · doc1.xml · nonDerivative · entry 2 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,673 F2 · shares: Represents performance shares earned based on the achievement of performance targets for the period beginning January 1, 2020 and ending on December 31, 2022. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:08 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003314 · doc1.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,003 F1 · shares: Includes 2,358 shares that will vest in three annual installments beginning on March 6, 2024. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 22:42 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 130 | $37.49 | $4,873.60 |
DisclosureSEC source: 0001567619-22-006566 · doc1.xml · nonDerivative · entry 3 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,645 F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $37.40 to $37.74. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 22:42 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 186 | $36.33 | $6,757.73 |
DisclosureSEC source: 0001567619-22-006566 · doc1.xml · nonDerivative · entry 2 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,775 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $36.28 to $37.00. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 22:42 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 806 | $35.55 | $28,655.32 |
DisclosureSEC source: 0001567619-22-006566 · doc1.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,961 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $35.19 to $36.18. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 22:00 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 1,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004907 · doc1.xml · nonDerivative · entry 2 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,767 F2 · shares: Represents performance shares earned based on the achievement of performance targets for the period beginning January 1, 2019 and ending on December 31, 2021. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 22:00 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 2,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004907 · doc1.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,665 F1 · shares: Includes 2,036 shares that will vest in three annual installments beginning on March 6, 2023. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 19:49 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | GrantCommon Stock | 1,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006172 · doc1.xml · nonDerivative · entry 3 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,629 F2 · shares: Includes 1,910 shares that will vest in three annual installments beginning on March 6, 2022. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:49 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 6 | $49.84 | $299.04 |
DisclosureSEC source: 0001567619-21-006172 · doc1.xml · nonDerivative · entry 2 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,719 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:49 UTC | DOUGLAS DYNAMICS, INC PLOW · Entity 5002 | SaleCommon Stock | 878 | $49.29 | $43,272.23 |
DisclosureSEC source: 0001567619-21-006172 · doc1.xml · nonDerivative · entry 1 Evans Linda R · CIK 0001845435 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,725 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $48.83 to $49.805. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. 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.