Welcome to our dedicated page for Transcat SEC filings (Ticker: TRNS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Transcat Inc. filings document material events for a calibration services and test-instrument distribution company. Recent Form 8-K reports cover quarterly results furnished under Item 2.02, earnings press releases and presentation exhibits, and Regulation FD disclosures tied to operating updates.
The company’s filings also record governance and equity-compensation matters, including executive appointments, officer transitions, retention equity awards, and transition agreements. Acquisition-related 8-K disclosures describe completed purchases of calibration laboratory businesses, related material agreements, consideration, exhibits, and customary representations, warranties and holdback provisions.
Vanguard Capital Management reports beneficial ownership of 475,732 shares of Transcat Inc Common Stock, equal to 5.09% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over 475,732 shares and sole voting power over 68,571 shares, and that these holdings include securities held for Vanguard funds and managed accounts.
Transcat, Inc. ownership filing: Royce & Associates reports beneficial ownership of 614,253 shares of Common Stock, representing 6.58% of the class as disclosed on 03/31/2026. The filing states Royce & Associates has sole voting and dispositive power over these shares and disclaims pecuniary interest.
Transcat Inc director and executive Jaime A. Irick has filed an initial insider ownership report. The Form 3 filing lists Irick as both a director and as President and CEO of Transcat Inc, with no insider transactions or derivative positions reported in this filing.
Transcat Inc. ownership filing: Ophir Asset Management Pty Ltd reports beneficial ownership of 482,038 shares of Transcat common stock, equal to 5.2% of the class. The filing breaks the position into two funds: 201,933 shares in Ophir Global Opportunities Fund and 280,105 shares in Ophir High Conviction Fund. The ownership percentage is calculated using 9,332,188 shares outstanding as reported on a Form 8-K filed February 3, 2026.
Transcat Inc. Chief Operating Officer Michael W. West reported routine equity compensation activity involving restricted stock units (RSUs) that converted into common stock. On March 26 and March 28, 2026, RSU awards covering 1,000 and 725 underlying shares, respectively, were exercised into common stock at an exercise price of $0.00 per share.
To cover tax withholding obligations on these RSU vestings, 495 shares were delivered at $72.97 per share and 339 shares at $71.32 per share, as disclosed. After these transactions, West directly held 26,484 shares of Transcat common stock. He also retained multiple outstanding RSU awards that convert one-for-one into common stock, with underlying share amounts including 12,028, 1,286, 2,000 and 916 shares.
Transcat Inc. Sr. VP Finance & CFO Thomas L. Barbato reported routine equity compensation activity involving restricted stock units (RSUs) and common shares. On March 26, 2026, 2,500 RSUs converted into common stock, and on March 28, 2026, an additional 1,186 RSUs converted on a one-for-one basis.
To cover tax withholding obligations on these RSU vestings, the company withheld 1,171 shares at $72.97 per share on March 26 and 524 shares at $71.32 per share on March 28. After these transactions, Barbato directly held 3,690 shares of Transcat common stock.
He also continued to hold unexercised equity awards, including multiple RSU grants covering 19,772, 2,691 and 1,919 underlying shares, as well as stock options for 6,000 shares at an exercise price of $90.92 and 5,000 shares at $63.17, both expiring in 2027.
Transcat Inc. senior vice president of human resources Theresa A. Conroy exercised restricted stock units (RSUs) into common shares and had a portion withheld for taxes. On March 26, 2026, 1,500 RSUs vested and converted one-for-one into common stock, with 743 shares withheld at $72.97 per share to cover tax obligations. On March 28, 2026, another 524 RSUs vested, with 232 shares withheld at $71.32 per share for taxes. Following these transactions, she directly held 1,931 shares of common stock and retained unexercised equity awards, including multiple RSU grants and a fully exercisable stock option for 2,000 shares at an exercise price of $63.17 per share expiring on May 25, 2027. These events reflect routine equity compensation vesting and related tax withholding rather than open-market buying or selling.
Transcat Inc: The Vanguard Group filed an amendment on 03/13/2026 reporting 0 shares beneficially owned of Transcat Inc common stock, representing 0% of the class. The filing explains an internal realignment that resulted in disaggregated reporting by certain Vanguard subsidiaries in reliance on SEC Release No. 34-39538.
The filing is administrative: it restates ownership as zero and documents the reallocation of reporting responsibilities among Vanguard entities.
Transcat, Inc. appointed Jaime Irick as its new President and Chief Executive Officer, effective March 29, 2026, and named him to the Board and Executive Committee. Longtime CEO Lee D. Rudow will retire from the CEO role and Board on March 28, 2026 and serve as a senior advisor through March 2027.
Under a new employment agreement, Mr. Irick will receive a $650,000 annual base salary, a target cash incentive equal to 100% of base salary for fiscal 2027, and equity incentives with a target value of $2.3 million for fiscal 2027. If he is terminated without cause, does not receive a renewal, or resigns for good reason, he is entitled to 12 months of salary, continued healthcare, and any earned bonus, with enhanced cash and equity benefits if termination occurs in connection with a change in control.
The Compensation Committee also increased Chief Financial Officer Thomas L. Barbato’s compensation for fiscal 2027 to a $480,000 base salary and a target cash incentive of 70% of base salary. In addition, the Board approved an updated indemnification agreement providing directors and executive officers with indemnification and expense advancement to the fullest extent permitted under Ohio law.
T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G to report its holdings in Transcat Inc. (TRNS) common stock. The firm reports beneficial ownership of 59 shares, representing 0.0% of the class as of the reported date.
The filer states it has sole voting and dispositive power over these 59 shares and no shared power. It also indicates that it now owns 5 percent or less of Transcat’s common stock and that the position is held in the ordinary course of business, not to influence control of the company, while expressly denying beneficial ownership of the securities referenced.