Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMCOR Group, Inc.EME · Entity 3131 | EVP - Shared Services | February 29, 2024 | March 04, 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.
EMCOR Group, Inc.
Report date February 29, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 174,151 |
Reported balance
After 2024-02-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-29 · Tax withholding · Disposed 2,593 · Balance 174,151 F1: Includes shares issuable in respect of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares issuable in respect of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| January 30, 2018 Filed Feb 1, 2018 14:46 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000014 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,830 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 30, 2018. The RSUs issued on January 30, 2018 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:17 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000004 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,800 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of restricted stock units ("RSUs") granted pursuant to the EMCOR Group, Inc. Long Term Incentive Plan. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 17:43 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000218 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,151 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on October 30, 2017. The RSUs issued on October 30, 2017 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 19:11 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000155 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,127 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 28, 2017. The RSUs issued on July 28, 2017 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| April 28, 2017 Filed May 1, 2017 20:32 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000085 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,098 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 28, 2017. The RSUs issued on April 28, 2017 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:29 UTC | EMCOR Group, Inc. EME · Entity 3131 | Tax withholdingCommon Stock | 3,025 | $61.94 | $187,368.50 |
DisclosureSEC source: 0000105634-17-000050 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,069 F1 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 21:59 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000015 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,094 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 30, 2017. The RSUs issued on January 30, 2017 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 17:13 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 7,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-17-000005 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,057 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future in respect of restricted stock units ("RSUs") granted pursuant to the EMCOR Group, Inc. Long Term Incentive Plan. F2 · balance_after: Includes shares issuable in respect of RSU's. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 16:40 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-16-000479 · edgar.xml · nonDerivative · entry 1 MATZ R KEVIN · CIK 0001215543 · EVP - Shared Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,576 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on October 28, 2016. The RSUs issued on October 28, 2016 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. 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.