Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OTELCO INC.OTEL · Entity 140230 | 10% owner | March 03, 2020 | March 06, 2020 |
| TAYLOR DEVICES, INC.TAYD · Entity 6338 | 10% owner | January 10, 2024 | January 17, 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.
OTELCO INC.
Report date March 03, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectAs trustee of Ira Sochet Trust | 1,284,327 |
Reported balance
After 2020-03-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-03 · Purchase · Acquired 18,282 · Balance 1,284,327 |
| Class A Common StockSEC Table I · non-derivative | IndirectAs trustee of Ira Sochet Trust | 1,289,300 |
Reported balance
After 2020-03-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-04 · Purchase · Acquired 4,973 · Balance 1,289,300 |
| Class A Common StockSEC Table I · non-derivative | IndirectAs trustee of Ira Sochet Trust | 1,297,750 |
Reported balance
After 2020-03-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-03-05 · Purchase · Acquired 8,450 · Balance 1,297,750 |
| Class A Common StockSEC Table I · non-derivative | IndirectAs trustee of Ira Sochet Trust | 1,450,356 |
Reported balance
After 2020-03-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-03-06 · Purchase · Acquired 152,606 · Balance 1,450,356 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Roth IRA | 186,866 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 186,866 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Sochet & Company, Inc. | 59,169 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 59,169 |
TAYLOR DEVICES, INC.
Report date January 10, 2024 · Filed January 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-01-10 transaction · row 1
1 source rowRow 1 · 2024-01-10 · Sale · Disposed 459,015 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| June 18, 2018 Filed Jun 18, 2018 17:18 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 1,497 | $14.64 | $21,916.08 |
DisclosureSEC source: 0001415889-18-000954 · form4-06182018_020623.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee of Ira Sochet Trust Disclosed balance after: 585,867 Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 17:18 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 7,300 | $14.56 | $106,288.00 |
DisclosureSEC source: 0001415889-18-000954 · form4-06182018_020623.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee of Ira Sochet Trust Disclosed balance after: 584,370 Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 15:05 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 6,710 | $13.79 | $92,530.90 |
DisclosureSEC source: 0001415889-18-000916 · form4-06112018_120610.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee of Ira Sochet Trust Disclosed balance after: 577,070 F1 · ownership.direct: Represents shares inadvertently reported previously as held directly by the Reporting Person. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 15:05 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 8,000 | $13.95 | $111,600.00 |
DisclosureSEC source: 0001415889-18-000916 · form4-06112018_120610.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Roth IRA Disclosed balance after: 154,034 F1 · ownership.direct: Represents shares inadvertently reported previously as held directly by the Reporting Person. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 17:28 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 31,200 | $15.00 | $467,878.32 |
DisclosureSEC source: 0000899243-18-010950 · doc4.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,651 Read SEC document |
| April 25, 2018 Filed Apr 30, 2018 17:28 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 30,000 | $15.05 | $451,500.00 |
DisclosureSEC source: 0000899243-18-010950 · doc4.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,451 Read SEC document |
| February 07, 2018 Filed Feb 7, 2018 18:50 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 12,400 | $14.24 | $176,576.00 |
DisclosureSEC source: 0000899243-18-003135 · doc4.xml · nonDerivative · entry 3 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,296 Read SEC document |
| February 07, 2018 Filed Apr 30, 2018 17:26 UTC Amendment | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 7,600 | $14.23 | $108,148.00 |
DisclosureSEC source: 0000899243-18-010948 · doc4a.xml · nonDerivative · entry 3 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706,451 Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 18:50 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 11,700 | $13.97 | $163,449.00 |
DisclosureSEC source: 0000899243-18-003135 · doc4.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,896 Read SEC document |
| February 06, 2018 Filed Apr 30, 2018 17:26 UTC Amendment | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 11,700 | $13.97 | $163,449.00 |
DisclosureSEC source: 0000899243-18-010948 · doc4a.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,051 Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 18:50 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 1,678 | $14.13 | $23,710.14 |
DisclosureSEC source: 0000899243-18-003135 · doc4.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,196 Read SEC document |
| February 05, 2018 Filed Apr 30, 2018 17:26 UTC Amendment | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 1,678 | $14.13 | $23,710.14 |
DisclosureSEC source: 0000899243-18-010948 · doc4a.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682,351 Read SEC document |
| November 27, 2017 Filed Nov 29, 2017 21:44 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 1,710 | $11.83 | $20,229.30 |
DisclosureSEC source: 0000899243-17-027585 · doc4.xml · nonDerivative · entry 3 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,873 Read SEC document |
| November 21, 2017 Filed Nov 29, 2017 21:44 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 3,645 | $11.60 | $42,282.00 |
DisclosureSEC source: 0000899243-17-027585 · doc4.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,163 Read SEC document |
| November 21, 2017 Filed Nov 29, 2017 21:44 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 283,721 | $11.95 | $3,390,465.95 |
DisclosureSEC source: 0000899243-17-027585 · doc4.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,518 Read SEC document |
| March 14, 2017 Filed Mar 29, 2017 14:30 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 4,991 | $6.30 | $31,443.30 |
DisclosureSEC source: 0000899243-17-008819 · doc4.xml · nonDerivative · entry 4 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,787 Read SEC document |
| March 13, 2017 Filed Mar 29, 2017 14:30 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 1,300 | $6.25 | $8,125.00 |
DisclosureSEC source: 0000899243-17-008819 · doc4.xml · nonDerivative · entry 3 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,796 Read SEC document |
| March 09, 2017 Filed Mar 29, 2017 14:30 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 400 | $6.30 | $2,520.00 |
DisclosureSEC source: 0000899243-17-008819 · doc4.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,496 Read SEC document |
| March 07, 2017 Filed Mar 29, 2017 14:30 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 6,800 | $6.27 | $42,636.00 |
DisclosureSEC source: 0000899243-17-008819 · doc4.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,096 Read SEC document |
| February 16, 2017 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 2,300 | $6.08 | $13,995.04 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 13 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,296 Read SEC document |
| November 15, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 300 | $6.18 | $1,854.99 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 12 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,996 Read SEC document |
| November 02, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 6,890 | $4.30 | $29,627.00 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 11 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,696 Read SEC document |
| November 01, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 3,000 | $4.25 | $12,750.00 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 10 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,806 Read SEC document |
| October 17, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 3,054 | $4.37 | $13,332.24 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 9 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,806 Read SEC document |
| October 14, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 400 | $4.31 | $1,725.00 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 8 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,752 Read SEC document |
| October 13, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 3 | $4.28 | $12.84 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 7 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,352 Read SEC document |
| October 12, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 100 | $4.31 | $431.00 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 6 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,349 Read SEC document |
| October 05, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 100 | $4.29 | $429.00 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 5 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,249 Read SEC document |
| September 28, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 17,383 | $4.29 | $74,642.60 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 4 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,149 Read SEC document |
| September 27, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 10,147 | $4.25 | $43,129.82 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 3 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,766 Read SEC document |
| September 26, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 1,711 | $4.33 | $7,401.96 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 2 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,619 Read SEC document |
| September 23, 2016 Filed Mar 6, 2017 15:32 UTC | OTELCO INC. OTEL · Entity 140230 | PurchaseClass A Common Stock | 2,400 | $4.31 | $10,351.92 |
DisclosureSEC source: 0000899243-17-006582 · doc4.xml · nonDerivative · entry 1 SOCHET IRA · CIK 0000945783 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,908 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.