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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 09-Aug-24 4:55 PM View:  | Powell Industries Inc. (POWL) | 09-Aug-24 | Private Sale (Planned) | 2,750 | $162.42 | $446,662.00 | (2%) 148.74K to 145.99K | |
| 12-Jul-24 5:28 PM View: | Powell Industries Inc. (POWL) | 12-Jul-24 | Private Sale (Planned) | 2,750 | $142.32 | $391,366.00 | (2%) 151.49K to 148.74K | |
| 18-Jun-24 4:44 PM View: | Powell Industries Inc. (POWL) | 14-Jun-24 | Private Sale (Planned) | 2,750 | $166.53 | $457,951.00 | (2%) 154.24K to 151.49K | |
| 01-Dec-23 12:39 PM View: | Powell Industries Inc. (POWL) | 29-Nov-23 | Grant | 20,300 | $80.13 | $1,626,640.00 | 15% 133.94K to 154.24K | |
| 03-Oct-23 10:00 PM View: | Powell Industries Inc. (POWL) | 02-Oct-23 | Grant | 6,100 | -- | -- | 5% 127.84K to 133.94K | |
| 03-Oct-23 10:00 PM View: | Powell Industries Inc. (POWL) | 29-Sep-23 | Payment of Exercise | 6,667 | $84.78 | $565,228.00 | (5%) 134.5K to 127.84K | |
| 05-Dec-22 4:23 PM View: | Powell Industries Inc. (POWL) | 02-Dec-22 | Grant | 4,300 | -- | -- | 3% 130.2K to 134.5K | |
| 04-Oct-22 10:25 AM View: | Powell Industries Inc. (POWL) | 01-Oct-22 | Grant | 21,700 | -- | -- | 20% 110.87K to 132.57K | |
| 04-Oct-22 10:25 AM View: | Powell Industries Inc. (POWL) | 01-Oct-22 | Payment of Exercise | 2,367 | $21.26 | $50,322.40 | (2%) 132.57K to 130.2K | |
| 14-Feb-22 3:51 PM View: | Powell Industries Inc. (POWL) | 11-Feb-22 | Private Purchase | 10,000 | $22.72 | $227,200.00 | 10% 100.87K to 110.87K | |
| 07-Dec-21 2:36 PM View: | Powell Industries Inc. (POWL) | 06-Dec-21 | Grant | 13,000 | -- | -- | 15% 87.87K to 100.87K | |
| 04-Oct-21 3:02 PM View: | Powell Industries Inc. (POWL) | 01-Oct-21 | Grant | 15,600 | -- | -- | 21% 74.37K to 89.97K | |
| 04-Oct-21 3:02 PM View: | Powell Industries Inc. (POWL) | 01-Oct-21 | Payment of Exercise | 2,100 | $25.01 | $52,521.00 | (2%) 89.97K to 87.87K | |
| 09-Dec-20 11:22 AM View: | Powell Industries Inc. (POWL) | 07-Dec-20 | Grant | 9,000 | -- | -- | 14% 65.37K to 74.37K | |
| 01-Oct-20 5:20 PM View: | Powell Industries Inc. (POWL) | 01-Oct-20 | Grant | 16,000 | -- | -- | 30% 52.57K to 68.57K | |
| 01-Oct-20 5:20 PM View: | Powell Industries Inc. (POWL) | 01-Oct-20 | Payment of Exercise | 1,600 | $24.38 | $39,008.00 | (2%) 68.57K to 66.97K | (24%) |
| 04-Dec-19 4:09 PM View: | Powell Industries Inc. (POWL) | 02-Dec-19 | Grant | 2,800 | -- | -- | 6% 48.17K to 50.97K | |
| 03-Oct-19 1:34 PM View: | Powell Industries Inc. (POWL) | 01-Oct-19 | Grant | 10,000 | -- | -- | 24% 41.14K to 51.14K | |
| 03-Oct-19 1:34 PM View: | Powell Industries Inc. (POWL) | 01-Oct-19 | Payment of Exercise | 2,966 | $39.07 | $115,882.00 | (6%) 51.14K to 48.17K | 25% |
| 03-Jul-19 2:09 PM View: | Powell Industries Inc. (POWL) | 01-Jul-19 | Payment of Exercise | 1,600 | $38.00 | $60,800.00 | (4%) 42.74K to 41.14K | 23% |
| 12-Dec-18 3:45 PM View: | Powell Industries Inc. (POWL) | 10-Dec-18 | Grant | 2,400 | -- | -- | 6% 40.34K to 42.74K | |
| 15-Oct-18 5:15 PM View: | Powell Industries Inc. (POWL) | 01-Oct-18 | Grant | 8,200 | -- | -- | 24% 34.84K to 43.04K | |
| 15-Oct-18 5:15 PM View: | Powell Industries Inc. (POWL) | 01-Oct-18 | Payment of Exercise | 2,699 | $34.92 | $94,249.10 | (6%) 43.04K to 40.34K | 16% |
| 04-Oct-17 6:21 PM View: | Powell Industries Inc. (POWL) | 02-Oct-17 | Grant | 10,000 | -- | -- | 38% 26.64K to 36.64K | |
| 04-Oct-17 6:21 PM View: | Powell Industries Inc. (POWL) | 02-Oct-17 | Payment of Exercise | 1,801 | $29.88 | $53,813.90 | (5%) 36.64K to 34.84K | 5% |
| 04-Oct-16 4:53 PM View: | Powell Industries Inc. (POWL) | 01-Oct-16 | Grant | 7,500 | -- | -- | 35% 21.14K to 28.64K | |
| 04-Oct-16 4:53 PM View: | Powell Industries Inc. (POWL) | 30-Sep-16 | Payment of Exercise | 966 | $39.71 | $38,359.90 | (4%) 22.1K to 21.14K | 28% |
| 06-Jul-16 6:33 PM View: | Powell Industries Inc. (POWL) | 01-Jul-16 | Grant | 5,000 | -- | -- | 29% 17.1K to 22.1K | |
| 06-Jul-16 6:33 PM View: | Powell Industries Inc. (POWL) | 23-Feb-16 | Grant | 5,600 | -- | -- | 42% 13.2K to 18.8K | |
| 06-Jul-16 6:33 PM View: | Powell Industries Inc. (POWL) | 23-Feb-16 | Disposition | 1,700 | -- | -- | (9%) 18.8K to 17.1K |