CSW Industrials (CSW) CFO donates 500 shares to charitable fund
Rhea-AI Filing Summary
CSW INDUSTRIALS, INC. executive Perry James E, EVP and CFO, reported a bona fide gift transfer of 500 shares of Common Stock on 2026-08-03 to a charitable donor advised fund. After the donation he directly holds 27,253 shares and indirectly holds 523 shares through an ESOP.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 500 shares
Net Sell
2 txns
Insider
Perry James E
Role
EVP, CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 500 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 27,253 shares (Direct);
Common Stock — 523 shares (Indirect, by ESOP)
Footnotes (1)
- F1. Represents shares donated by the Reporting Person to a charitable donor advised fund.
Key Figures
Gifted shares: 500 shares
Direct holdings after: 27,253 shares
Indirect ESOP holdings after: 523 shares
3 metrics
Gifted shares
500 shares
Bona fide gift of Common Stock on 2026-08-03
Direct holdings after
27,253 shares
Direct Common Stock position following reported gift
Indirect ESOP holdings after
523 shares
Indirect Common Stock holdings by ESOP after reported transactions
Key Terms
bona fide gift, donor advised fund, ESOP
3 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift" for 500-share transfer"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor advised fund financial
"shares donated by the Reporting Person to a charitable donor advised fund"
A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.
ESOP financial
"Indirect ownership of 523 shares noted as "by ESOP""
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did CSW (CSW) report for Perry James E?
Perry James E, EVP and CFO of CSW, reported a bona fide gift of 500 shares of Common Stock on 2026-08-03, donated to a charitable donor advised fund, rather than a market sale or purchase.
Was the CSW (CSW) insider transaction a sale or a gift?
The reported CSW transaction was a bona fide gift, not a sale. The Form 4 lists a gift of 500 shares of Common Stock with a per-share price of $0.00, reflecting a charitable transfer rather than a market trade.
Who is the insider involved in this CSW (CSW) Form 4 filing?
The insider is Perry James E, who serves as EVP, CFO of CSW INDUSTRIALS, INC. He reported gifting 500 shares of Common Stock and updated his direct and indirect ownership positions in the company.
Does this CSW (CSW) Form 4 mention a Rule 10b5-1 trading plan?
The document-level Rule 10b5-1 checkbox is not checked (aff_10b5_one is false). The reported 500-share gift to a donor advised fund is therefore not affirmed as executed under a Rule 10b5-1 trading plan.