Powell Industries (NASDAQ: POWL) VP McKertcher sells 1,500 shares on Aug. 11, 2025

Q: What insider transaction did POWL report for Terry B. McKertcher?

Terry B. McKertcher reported selling 1,500 shares of Powell Industries common stock on August 11, 2025, in two open market or private transactions, according to his Form 4 insider transaction filing.

Q: How many POWL shares does Terry McKertcher hold after the August 11, 2025 sales?

After the reported sales, Terry McKertcher holds 7,000 shares of Powell Industries common stock directly. These holdings include shares subject to a time-based vesting provision, as noted in the filing’s footnote.

Q: At what prices were Terry McKertcher’s POWL shares sold in this Form 4?

McKertcher sold 500 shares at $260.74 per share and 1,000 shares at $259.07 per share on August 11, 2025, in sales described as open market or private transactions.

Q: Is Terry McKertcher’s ownership of POWL shares direct or indirect after these transactions?

Terry McKertcher’s reported 7,000-share position in Powell Industries common stock is held directly. The Form 4 lists his ownership type as direct, with some of these shares having a time-based vesting provision.

Q: Do Terry McKertcher’s remaining POWL shares include time-vested stock?

Yes. A footnote states that his holdings include shares that have a time-based vesting provision , indicating that part of his 7,000 direct shares are subject to time-based vesting conditions.

Filing Impact

(Moderate)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Powell Industries Inc vice president of operations Terry B. McKertcher reported selling a total of 1,500 shares of common stock on August 11, 2025, in open market or private transactions at prices of $260.74 and $259.07 per share. Following these sales, he holds 7,000 shares directly, and his direct holdings include shares that have a time-based vesting provision.

Insights

TL;DR: Officer executed two sales totaling 1,500 POWL shares on 08/11/2025; holdings reported as 8,000 and 7,000 shares.

The Form 4 documents two separate non‑derivative sales by Terry B. McKertcher on 08/11/2025: 500 shares at $260.74 and 1,000 shares at $259.07. The filing reports beneficial ownership levels following each transaction and explicitly notes inclusion of time‑based vesting shares. From a trading data perspective, these are straightforward Section 16 disclosures showing disposition of equity by an officer. There is no additional financial or operational information provided in the filing to assess broader company impact.

TL;DR: Form 4 shows compliant disclosure of officer stock sales, executed via power of attorney; reporting person is an officer, not a 10% owner.

The document identifies Terry B. McKertcher as the reporting person and marks his relationship as an officer (Vice President, Operations). The signature block shows the filing was executed by Michael W. Metcalf as Power of Attorney for the reporting person. The form lists transaction codes for sales and provides post‑transaction beneficial ownership counts, and it includes a remark that some shares are subject to time‑based vesting. For governance review, the filing meets basic disclosure requirements but contains no additional contextual information about intent or company matters.

Insider Trade Summary

Net Seller: 1,500 shares

Net Sell 2 txns

Insider McKertcher Terry B

Role Vice President, Operations

Sold 1,500 shs ($389K)

Type	Security	Shares	Price	Value
Sale	Common Stock	500	$260.74	$130K
Sale	Common Stock	1,000	$259.07	$259K

Holdings After Transaction: Common Stock — 7,000 shares (Direct)

Footnotes (1)

F1. Includes shares that have a time-based vesting provision.

Key Figures

Total shares sold: 1,500 shares First sale price: $260.74 per share Second sale price: $259.07 per share +1 more

4 metrics

Total shares sold 1,500 shares Common stock sold by Terry B. McKertcher on August 11, 2025

First sale price $260.74 per share 500-share lot of common stock sold on August 11, 2025

Second sale price $259.07 per share 1,000-share lot of common stock sold on August 11, 2025

Post-transaction holdings 7,000 shares Direct common stock held by Terry B. McKertcher after reported sales

Key Terms

time-based vesting provision, open market or private transaction, non-derivative

3 terms

time-based vesting provision financial

"Includes shares that have a time-based vesting provision."

open market or private transaction financial

"Sale in open market or private transaction"

non-derivative financial

"transaction_type":"non-derivative" for common stock sales"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 08/13/2025 - 04:06 PM

FAQ

What insider transaction did POWL report for Terry B. McKertcher?

Terry B. McKertcher reported selling 1,500 shares of Powell Industries common stock on August 11, 2025, in two open market or private transactions, according to his Form 4 insider transaction filing.

How many POWL shares does Terry McKertcher hold after the August 11, 2025 sales?

After the reported sales, Terry McKertcher holds 7,000 shares of Powell Industries common stock directly. These holdings include shares subject to a time-based vesting provision, as noted in the filing’s footnote.

At what prices were Terry McKertcher’s POWL shares sold in this Form 4?

McKertcher sold 500 shares at $260.74 per share and 1,000 shares at $259.07 per share on August 11, 2025, in sales described as open market or private transactions.

Is Terry McKertcher’s ownership of POWL shares direct or indirect after these transactions?

Terry McKertcher’s reported 7,000-share position in Powell Industries common stock is held directly. The Form 4 lists his ownership type as direct, with some of these shares having a time-based vesting provision.

Do Terry McKertcher’s remaining POWL shares include time-vested stock?

Yes. A footnote states that his holdings include shares that have a time-based vesting provision, indicating that part of his 7,000 direct shares are subject to time-based vesting conditions.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

McKertcher Terry B

(Last)

(First)

(Middle)

8550 MOSLEY ROAD

(Street)

HOUSTON

77075

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
POWELL INDUSTRIES INC [ POWL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Vice President, Operations

3. Date of Earliest Transaction (Month/Day/Year)
08/11/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	08/11/2025	08/11/2025	S		500	D	$260.74	8,000⁽¹⁾	D
Common Stock	08/11/2025	08/11/2025	S		1,000	D	$259.07	7,000⁽¹⁾	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Includes shares that have a time-based vesting provision.

Remarks:

	Michael W. Metcalf, Power of Attorney for Terry B. McKertcher	08/12/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR