Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASTEC INDUSTRIES INCASTE · Entity 425 | Chief Financial Officer | February 26, 2024 | February 29, 2024 |
| EMCOR Group, Inc.EME · Entity 3131 | Director | June 08, 2023 | June 09, 2023 |
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.
ASTEC INDUSTRIES INC
Report date February 26, 2024 · Filed February 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,899 |
Reported balance
After 2024-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-26 · Grant · Acquired 9,739 · Balance 46,899 F1: Reported transaction is an annual grant of RSUs under the Company's 2021 Equity Incentive Plan. F2: Includes 21 Shares accrued through dividend equivalents that were inadvertently omitted from holdings on the reporting person's prior Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 46,166 |
Reported balance
After 2024-02-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-02-27 · Tax withholding · Disposed 733 · Balance 46,166 F3: Shares withheld to satisfy applicable tax withholding obligation. |
| Common StockSEC Table I · non-derivative | Direct | 45,574 |
Reported balance
After 2024-02-28 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-02-28 · Tax withholding · Disposed 592 · Balance 45,574 F3: Shares withheld to satisfy applicable tax withholding obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Reported transaction is an annual grant of RSUs under the Company's 2021 Equity Incentive Plan.
F2: Includes 21 Shares accrued through dividend equivalents that were inadvertently omitted from holdings on the reporting person's prior Form 4.
F3: Shares withheld to satisfy applicable tax withholding obligation.
EMCOR Group, Inc.
Report date June 08, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,539 |
Reported balance
After 2023-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-08 · Grant · Acquired 963 · Balance 1,539 F1: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F2: Includes shares issuable in respect of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person.
F2: Includes shares issuable in respect of RSUs.
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 |
|---|---|---|---|---|---|---|
| December 04, 2020 Filed Dec 7, 2020 20:35 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | Tax withholdingCommon Stock | 434 | $0.00 | $0.00 |
DisclosureSEC source: 0000792987-20-000130 · wf-form4_160737329516275.xml · nonDerivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,663 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,781 restricted stock units. Read SEC document |
| November 27, 2020 Filed Dec 2, 2020 02:09 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantPhantom Stock · Derivative | 1.1347 | $0.00 | $0.00 |
DisclosureSEC source: 0000792987-20-000126 · wf-form4_160687497725747.xml · derivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611.6768 Underlying: Common Stock · 1.1347 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of Astec common stock. F2 · shares: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. F2 · derivative.exercise_date: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. F2 · derivative.expiration_date: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. F2 · balance_after: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. Read SEC document |
| October 08, 2020 Filed Oct 9, 2020 17:54 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantPhantom Stock · Derivative | 159.5039 | $0.00 | $0.00 |
DisclosureSEC source: 0000792987-20-000085 · wf-form4_160226605887616.xml · derivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610.5421 Underlying: Common Stock · 159.5039 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of Astec common stock. F2 · shares: Reflects acquisition of phantom stock under Astec's supplemental executive retirement plan. F2 · derivative.exercise_date: Reflects acquisition of phantom stock under Astec's supplemental executive retirement plan. F2 · derivative.expiration_date: Reflects acquisition of phantom stock under Astec's supplemental executive retirement plan. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 18:40 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantPhantom Stock · Derivative | 0.9606 | $0.00 | $0.00 |
DisclosureSEC source: 0000792987-20-000083 · wf-form4_160010883709407.xml · derivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451.0382 Underlying: Common Stock · 0.9606 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of Astec common stock. F2 · shares: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. F2 · derivative.exercise_date: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. F2 · derivative.expiration_date: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. F2 · balance_after: Reflects acquisition of phantom stock pursuant to reinvestment of dividend equivalent rights under Astec's supplemental executive retirement plan. Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 15:20 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | PurchaseCommon Stock | 190 | $52.20 | $9,918.00 |
DisclosureSEC source: 0000792987-20-000069 · wf-form4_159828239093922.xml · nonDerivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,097 Read SEC document |
| July 08, 2020 Filed Jul 31, 2020 20:33 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantPhantom Stock · Derivative | 213.5652 | $43.90 | $9,375.00 |
DisclosureSEC source: 0000792987-20-000042 · wf-form4_159622760228439.xml · derivative · entry 2 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450.0776 Underlying: Common Stock · 213.5652 shares Expires not disclosed F1 · derivative.exercise_price: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · shares: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · price: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.exercise_date: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.expiration_date: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.underlying_shares: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · balance_after: Reported transaction is a Company contribution to the reporting person's supplemental executive retirement plan ("SERP") account that was used to acquire Astec common stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. Read SEC document |
| May 28, 2020 Filed Jun 2, 2020 19:41 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantPhantom Stock · Derivative | 0.595 | $43.61 | $25.95 |
DisclosureSEC source: 0001567619-20-011516 · doc1.xml · derivative · entry 2 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236.5124 Underlying: Common Stock · 0.595 shares Expires not disclosed F1 · derivative.exercise_price: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · shares: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · price: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.exercise_date: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.expiration_date: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.underlying_shares: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · balance_after: Transaction represents an automatic reinvestment of an Astec dividend in Astec stock held in the reporting person's SERP account. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. Read SEC document |
| May 18, 2020 Filed May 20, 2020 16:18 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | PurchaseCommon Stock | 50 | $39.37 | $1,968.50 |
DisclosureSEC source: 0001567619-20-010795 · doc1.xml · nonDerivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,907 Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:12 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantPhantom Stock · Derivative | 235.9173 | $39.74 | $9,375.00 |
DisclosureSEC source: 0001567619-20-007878 · doc1.xml · derivative · entry 2 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235.9173 Underlying: Common Stock · 235.9173 shares Expires not disclosed F1 · derivative.exercise_price: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · shares: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · price: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.exercise_date: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.expiration_date: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · derivative.underlying_shares: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. F1 · balance_after: Reported transaction is a Company contribution to the reporting person's SERP account that was used to acquire Astec stock on the open market. Investments in the SERP are distributed to participants in the form of cash after the reporting person terminates employment with the Company. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 18:59 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 8,452 | $28.84 | $243,755.68 |
DisclosureSEC source: 0001567619-20-006567 · doc1.xml · nonDerivative · entry 1 Weyenberg Rebecca A · CIK 0001796441 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,857 F1 · date: Reported transaction is a grant of RSUs under the Company's 2011 Incentive Plan F1 · shares: Reported transaction is a grant of RSUs under the Company's 2011 Incentive Plan F1 · price: Reported transaction is a grant of RSUs under the Company's 2011 Incentive Plan 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.