James E. Perry - 03 Apr 2024 Form 4 Insider Report for CSW INDUSTRIALS, INC. (CSWI)

Reporting relationship: EVP, CFO
Issuer ticker: CSWI
Reported as of: 03 Apr 2024
Net transaction value: -$494,222
SEC form: 4
Accepted by SEC: 04 Apr 2024, 16:27:19 UTC
Prior SEC filing: 03 Oct 2023
Next SEC filing: 30 May 2024
Source filing: View source filing
Reporting owner signature: /s/Luke E. Alverson, Attorney in Fact

Key filing fact

James E. Perry filed Form 4 for CSW INDUSTRIALS, INC. (CSWI) on 04 Apr 2024.

Key facts

This page summarizes James E. Perry's Form 4 filing for CSW INDUSTRIALS, INC. (CSWI).
3 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 04 Apr 2024, 16:27.

Change

Previous filing in this sequence was filed on 03 Oct 2023.
Current net transaction value: -$494,222.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CSWI transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +5,388
Change %: +27%
Price: $0.000000
Shares after: 25,446
Date: 03 Apr 2024
Ownership: Direct

CSWI transaction

Common Stock

Tax liability

Transaction value: $494,222
Shares: -2,131
Change %: -8.4%
Price: $231.92
Shares after: 23,315
Date: 03 Apr 2024
Ownership: Direct

CSWI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 359
Date: 03 Apr 2024
Ownership: by ESOP

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CSWI transaction Derivative

Performance Rights

Options Exercise

Transaction value: $0
Shares: -2,650
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 03 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,650
Exercise price
Footnotes: F1

CSWI holding Derivative

Performance Rights

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,948
Date: 03 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,948
Exercise price
Footnotes: F2

CSWI holding Derivative

Performance Rights

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 3,037
Date: 03 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,037
Exercise price
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2024 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 44 dividend equivalent units, vested at 200% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

Footnote F2

Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2022 and ending on March 31, 2025 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

Footnote F3

Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.