Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIFCO INDUSTRIES INCSIF · Entity 8800 | Director | January 31, 2024 | February 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.
SIFCO INDUSTRIES INC
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| SIFCO Industries, Inc. Common StockSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
After 2024-01-31 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2024-01-31 · Grant · Acquired 6,000 · Balance 6,000 F1: On January 31, 2024 6,000 restricted shares of SIFCO Industries, Inc. common stock were awarded. Restriction to lapse on the day immediately preceding the one year anniversary date of such award. |
| SIFCO Industries, Inc. Common StockSEC Table I · non-derivative | Direct | 104,029 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 104,029 F2: Voting Trust Certificates previously disclosed are now included within the share balance of SIFCO Industries, Inc. Common Stock. |
| SIFCO Industries, Inc. Common StockSEC Table I · non-derivative | IndirectBeneficiary of Trust | 121,678 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 121,678 F2: Voting Trust Certificates previously disclosed are now included within the share balance of SIFCO Industries, Inc. Common Stock. F3: Held in Trust by the Trustee of the R. Smith Irrevocable Trust. |
| SIFCO Industries, Inc. Common StockSEC Table I · non-derivative | IndirectBeneficiary of Trust | 57,068 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 57,068 F2: Voting Trust Certificates previously disclosed are now included within the share balance of SIFCO Industries, Inc. Common Stock. F4: Held in trust by Trustee of the Charles H. Smith, Jr. Irrevocable Trust. |
| SIFCO Industries, Inc. Common StockSEC Table I · non-derivative | IndirectOwned by Spouse | 10,655 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,655 |
Filing footnotes · ownership attribution and instrument terms
F1: On January 31, 2024 6,000 restricted shares of SIFCO Industries, Inc. common stock were awarded. Restriction to lapse on the day immediately preceding the one year anniversary date of such award.
F2: Voting Trust Certificates previously disclosed are now included within the share balance of SIFCO Industries, Inc. Common Stock.
F3: Held in Trust by the Trustee of the R. Smith Irrevocable Trust.
F4: Held in trust by Trustee of the Charles H. Smith, Jr. Irrevocable Trust.
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 31, 2024 Filed Feb 2, 2024 20:56 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200555-24-000002 · wk-form4_1706907366.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F1 · ownership.direct: On January 31, 2024 6,000 restricted shares of SIFCO Industries, Inc. common stock were awarded. Restriction to lapse on the day immediately preceding the one year anniversary date of such award. Read SEC document |
| January 31, 2023 Filed Feb 3, 2023 02:04 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200555-23-000002 · wf-form4_167538988197497.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · security: Awarded 6,000 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. Read SEC document |
| November 01, 2022 Filed Nov 2, 2022 21:53 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantVoting Trust Certificates | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001608569-22-000006 · wf-form4_166742599283488.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,020 F1 · security: Voting Trust Certificates are for common stock of SIFCO Industries, Inc. F2 · shares: Represents gifts by the Reporting Person of Voting Trust Certificates representing 9,700 shares of common stock of SIFCO Industries, Inc. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 13:00 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 6,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003516 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,402 F1 · security: Awarded 6,402 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:26 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GiftVoting Trust Certificates | 8,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-048384 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,720 F1 · security: Voting Trust Certificates are for common stock of SIFCO Industries, Inc. F2 · shares: Represents gifts by the Reporting Person of Voting Trust Certificates representing 8,100 shares of common stock of SIFCO Industries, Inc. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:15 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 4,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-003730 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,620 F1 · security: Awarded 4,620 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:42 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 8,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-002552 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,803 F1 · security: Awarded 8,803 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 21:13 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 10,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002451 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,893 F1 · security: Awarded 10,893 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 22:16 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | PurchaseSIFCO Industries, Inc. Common Stock | 2,000 | $3.45 | $6,896.80 |
DisclosureSEC source: 0000899243-18-031338 · doc4.xml · nonDerivative · entry 2 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Spouse Disclosed balance after: 4,400 Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 22:16 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GiftVoting Trust Certificates | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-031338 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,820 F1 · security: Voting Trust Certificates are for common stock of SIFCO Industries, Inc. F2 · shares: Represents six gifts of Voting Trust Certificates each representing 1,000 shares of common stock of SIFCO Industries, Inc. to the Reporting Person's grandchildren, as follows: (i) Hudson Smith, Jr., Custodian for Peyton Smith; (ii) Hudson Smith, Jr., Custodian for Charlotte Smith; (iii) Hudson Smith, Jr., Custodian for Whitney Smith; (iv) Cynthia R. Champ, Custodian for Elise Day Champ; (v) Cynthia R. Champ, Custodian for William Champ, Jr.; and (vi) Cynthia R. Champ, Custodian for Hudson Graham Champ. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 00:09 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common Stock | 6,827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-002536 · doc4.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,827 F1 · price: Awarded 6,827 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 21:08 UTC | SIFCO INDUSTRIES INC SIF · Entity 8800 | GrantSIFCO Industries, Inc. Common stock | 4,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001200555-17-000002 · primary_doc.xml · nonDerivative · entry 1 Smith Hudson · CIK 0001200555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,764 F1 · price: Awarded 4,883 shares of the SIFCO Industries, Inc. common stock, which are restricted as of the date of the grant. Restriction to lapse on the day immediately preceding the one year anniversary date of this award. 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.