Form 4: Perry James E reports disposition transactions in CSW
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Perry James E reported disposition transactions in a Form 4 filing for CSW. The filing lists transactions totaling 1,000 shares. Following the reported transactions, holdings were 24,204 shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,000 shares gifted
Mixed
2 txns
Insider
Perry James E
Role
EVP, CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 1,000 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 24,204 shares (Direct);
Common Stock — 523 shares (Indirect, by ESOP)
Footnotes (1)
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FAQ
What insider transaction did CSW (CSW) report for EVP and CFO James E. Perry?
CSW Industrials reported that EVP and CFO James E. Perry made a bona fide gift of 1,000 shares of Common Stock. The shares were donated to a charitable donor advised fund, reflecting a personal charitable transfer rather than a market trade.
What does the Form 4 transaction code G mean in the CSW (CSW) filing?
In this CSW Industrials Form 4, transaction code G designates a bona fide gift of securities. The filing confirms that 1,000 Common Stock shares were donated to a charitable donor advised fund, rather than being bought or sold in the open market.
Does the CSW (CSW) Form 4 show any indirect ownership for James E. Perry?
Yes. In addition to 24,204 directly held shares, the Form 4 shows 523 CSW Industrials Common Stock shares held indirectly. These indirect shares are held "by ESOP," indicating they are part of an employee stock ownership plan account.