Standex (SXI) director Barbara Edwards reports 300-share charitable stock gifts
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Director Barbara Joanne Edwards reported gifting a total of 300 shares of Standex International (Common Stock) on June 15, 2026. The transactions were coded as bona fide gifts, not market sales and carried a price of $0.00 per share.
Of the total, 150 shares were transferred from an indirect holding as an advisor of a charitable donor advised fund, and 150 shares were gifted from her direct holdings. After these gifts, she directly owns 5,519 shares of Standex International common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
300 shares gifted
Mixed
2 txns
Insider
Edwards Barbara Joanne
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 150 | $0.00 | -- |
| Gift | Common Stock | 150 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 5,519 shares (Direct, null);
Common Stock — 150 shares (Indirect, Advisor of Donor Advised Fund)
Footnotes (1)
- [object Object]
Key Figures
Total shares gifted: 300 shares
Indirect gift: 150 shares
Direct gift: 150 shares
+3 more
6 metrics
Total shares gifted
300 shares
Bona fide gifts on June 15, 2026
Indirect gift
150 shares
Gift from indirect holding tied to donor advised fund
Direct gift
150 shares
Gift from direct ownership
Direct holdings after transaction
5,519 shares
Directly owned common stock following gifts
Gift price per share
$0.00 per share
Both bona fide gift transactions
Gift transactions count
2 transactions
Both coded as G (bona fide gift)
Key Terms
bona fide gift, donor advised fund, indirect holding, Form 4
4 terms
bona fide gift financial
"The transactions were coded as bona fide gifts, not market sales"
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
"gifted shares of common stock 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.
indirect holding financial
"150 shares were transferred from an indirect holding as an advisor"
Form 4 regulatory
"The Form 4 shows two bona fide gift transactions of 150 shares each"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
What insider transaction did Barbara Joanne Edwards report for SXI?
Barbara Joanne Edwards reported gifting 300 shares of Standex International common stock. The Form 4 shows two bona fide gift transactions of 150 shares each on June 15, 2026, with no sale proceeds received.
What are Barbara Joanne Edwards’ SXI holdings after the reported gifts?
After the reported gifts, she directly owns 5,519 shares of Standex International common stock. The indirect position related to the donor advised fund shows 150 shares following its 150-share gift transaction, based on the Form 4 data.
How is the donor advised fund involved in the SXI Form 4 transactions?
One transaction reflects 150 shares gifted from an indirect holding where Edwards is an advisor of a charitable donor advised fund. The footnote explains that she gifted common stock to this donor advised fund for charitable purposes.