Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSP INC /MA/CSPI · Entity 6918 | VP Finance and CAO | January 05, 2024 | January 09, 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.
CSP INC /MA/
Report date January 05, 2024 · Filed January 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,307 |
Reported balance
After 2024-01-05 transaction · row 1
1 source rowRow 1 · 2024-01-05 · Grant · Acquired 8,500 · Balance 50,307 |
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 05, 2024 Filed Jan 9, 2024 16:21 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001727810-24-000001 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,307 Read SEC document |
| January 06, 2023 Filed Jan 10, 2023 21:21 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001727810-23-000001 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,807 Read SEC document |
| January 06, 2022 Filed Jan 6, 2022 16:06 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356037-22-000003 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,307 Read SEC document |
| May 18, 2021 Filed May 19, 2021 20:18 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 1,500 | $10.88 | $16,317.00 |
DisclosureSEC source: 0001727810-21-000003 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,307 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:14 UTC | CSP INC /MA/ CSPI · Entity 6918 | SaleCommon Stock | 1,000 | $10.27 | $10,270.00 |
DisclosureSEC source: 0001727810-21-000002 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,807 Read SEC document |
| January 04, 2021 Filed Jan 14, 2021 19:38 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001727810-21-000001 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,807 Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 19:11 UTC | CSP INC /MA/ CSPI · Entity 6918 | OtherCommon Stock | 700 | $8.80 | $6,157.97 |
DisclosureSEC source: 0001727810-20-000002 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,807 Read SEC document |
| January 07, 2020 Filed Jan 17, 2020 19:25 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001727810-20-000001 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,507 Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 20:20 UTC | CSP INC /MA/ CSPI · Entity 6918 | OtherCommon Stock | 1,500 | $13.49 | $20,235.00 |
DisclosureSEC source: 0001727810-19-000004 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,507 Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 15:30 UTC | CSP INC /MA/ CSPI · Entity 6918 | OtherCommon Stock | 1,300 | $10.19 | $13,247.00 |
DisclosureSEC source: 0001727810-19-000002 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,907 Read SEC document |
| March 12, 2019 Filed Mar 19, 2019 18:58 UTC Amendment | CSP INC /MA/ CSPI · Entity 6918 | OtherCommon Stock | 1,200 | $10.19 | $12,228.00 |
DisclosureSEC source: 0001727810-19-000003 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,007 F1 · shares: This is an amendment of 3/14/19 filing that had the incorrect number of shares reported. The correct number was 1,200 shares not 1,300 shares. Read SEC document |
| January 11, 2019 Filed Jan 14, 2019 20:52 UTC | CSP INC /MA/ CSPI · Entity 6918 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001727810-19-000001 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,207 F1 · balance_after: Mr. Newbanks inadvertently incorrectly reported the number of shares he owned on his Form 3 filed 1/2/18. The amount in this column includes the additional 5,500 shares not previously reported. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 18:06 UTC | CSP INC /MA/ CSPI · Entity 6918 | Disposition to issuerCommon Stock | 1,030 | $12.50 | $12,875.00 |
DisclosureSEC source: 0001727810-18-000002 · primary_doc.xml · nonDerivative · entry 1 Newbanks Mike · CIK 0001727810 · VP Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,707 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.