| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PARK OHIO HOLDINGS CORP | Director | Common Stock | 89,384 | $1,806,450 | $20.21 | 16 Jun 2025 | Direct |
| CRAWFORD UNITED Corp | Director | Class A Common Shares | 15,750 | $658,508 | $41.81 | 27 Jan 2025 | Direct |
| CRAWFORD UNITED Corp | Director | Class A Common Shares | 14,500 | $500,250 | $34.50 | 26 Jan 2024 | Direct |
| PARK OHIO HOLDINGS CORP | Director | Common Stock | 4,000 | $80,840 | $20.21 | 16 Jun 2025 | By Family Trust |
| MARLIN BUSINESS SERVICES CORP | Director | Common Stock | 0 | $23.50 | 20 Jan 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PKOH | PARK OHIO HOLDINGS CORP | 16 Jun 2025 | 1 | $0 | 4 | Director | 17 Jun 2025, 13:07 |
| CRAWA | CRAWFORD UNITED Corp | 27 Jan 2025 | 1 | $0 | 4 | Director | 30 Jan 2025, 10:15 |
| PKOH | PARK OHIO HOLDINGS CORP | 05 Dec 2024 | 2 | -$95,372 | 4 | Director | 09 Dec 2024, 14:27 |
| PKOH | PARK OHIO HOLDINGS CORP | 26 Jun 2024 | 1 | $0 | 4 | Director | 27 Jun 2024, 14:55 |
| PKOH | PARK OHIO HOLDINGS CORP | 02 May 2024 | 1 | -$26,573 | 4 | Director | 06 May 2024, 11:36 |
| PKOH | PARK OHIO HOLDINGS CORP | 27 Mar 2024 | 1 | -$38,976 | 4 | Director | 27 Mar 2024, 15:55 |
| PKOH | PARK OHIO HOLDINGS CORP | 21 Mar 2024 | 1 | -$27,020 | 4 | Director | 22 Mar 2024, 12:48 |
| PKOH | PARK OHIO HOLDINGS CORP | 19 Mar 2024 | 4 | -$129,979 | 4 | Director | 20 Mar 2024, 15:19 |
| CRAWA | CRAWFORD UNITED Corp | 26 Jan 2024 | 1 | $0 | 4 | Director | 31 Jan 2024, 15:05 |
| PKOH | PARK OHIO HOLDINGS CORP | 27 Dec 2023 | 1 | -$27,000 | 4 | Director | 29 Dec 2023, 09:58 |
| PKOH | PARK OHIO HOLDINGS CORP | 20 Dec 2023 | 1 | -$26,000 | 4 | Director | 21 Dec 2023, 12:32 |
| PKOH | PARK OHIO HOLDINGS CORP | 18 Dec 2023 | 2 | -$49,920 | 4 | Director | 20 Dec 2023, 10:26 |
| PKOH | PARK OHIO HOLDINGS CORP | 15 Dec 2023 | 1 | -$25,000 | 4 | Director | 18 Dec 2023, 09:31 |
| PKOH | PARK OHIO HOLDINGS CORP | 31 May 2023 | 1 | $0 | 4 | Director | 02 Jun 2023, 12:37 |
| CRAWA | CRAWFORD UNITED Corp | 10 Jan 2023 | 1 | $0 | 4 | Director | 12 Jan 2023, 15:23 |
| PKOH | PARK OHIO HOLDINGS CORP | 14 Jul 2022 | 1 | +$4,312 | 4 | Director | 15 Jul 2022, 09:43 |
| PKOH | PARK OHIO HOLDINGS CORP | 16 Jun 2022 | 1 | +$29,728 | 4 | Director | 17 Jun 2022, 09:14 |
| PKOH | PARK OHIO HOLDINGS CORP | 14 Jun 2022 | 1 | $0 | 4 | Director | 15 Jun 2022, 11:59 |
| CRAWA | CRAWFORD UNITED Corp | 06 Jun 2022 | 2 | +$46,000 | 4 | Director | 08 Jun 2022, 16:18 |
| CRAWA | CRAWFORD UNITED Corp | 31 May 2022 | 1 | +$12,375 | 4 | Director | 01 Jun 2022, 16:28 |
| PKOH | PARK OHIO HOLDINGS CORP | 25 May 2022 | 1 | +$9,688 | 4 | Director | 27 May 2022, 12:05 |
| /report/000120919122004168-wert-james-w-2022-01-20 | MARLIN BUSINESS SERVICES CORP | 20 Jan 2022 | 1 | -$1,364,410 | 4 | Director | 20 Jan 2022, 17:12 |
| CRAWA | CRAWFORD UNITED Corp | 19 Jan 2022 | 1 | $0 | 4 | Director | 24 Jan 2022, 15:32 |
| /report/000120919121055652-wert-james-w-2021-09-08 | MARLIN BUSINESS SERVICES CORP | 08 Sep 2021 | 1 | $0 | 4 | Director | 13 Sep 2021, 15:30 |
| CRAWA | CRAWFORD UNITED Corp | 11 Aug 2021 | 0 | $0 | 3 | Director | 24 Jan 2022, 15:32 |
| PKOH | PARK OHIO HOLDINGS CORP | 22 Jun 2021 | 1 | $0 | 4 | Director | 23 Jun 2021, 12:17 |
| /report/000120919121038807-wert-james-w-2021-06-03 | MARLIN BUSINESS SERVICES CORP | 03 Jun 2021 | 1 | $0 | 4 | Director | 07 Jun 2021, 21:50 |