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 2025, 17:07.
James E. Perry - 02 Apr 2025 Form 4 Insider Report for CSW INDUSTRIALS, INC. (CSWI)
- Reporting relationship
- EVP, CFO
- Issuer ticker
- CSWI
- Reported as of
- 02 Apr 2025
- Net transaction value
- -$699,827
- SEC form
- 4
- Accepted by SEC
- 04 Apr 2025, 17:07:00 UTC
- Prior SEC filing
- 01 Apr 2025
- Next SEC filing
- 02 May 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/Luke E. Alverson, Attorney in Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
James E. Perry filed Form 4 for CSW INDUSTRIALS, INC. (CSWI) on 04 Apr 2025.
Change
- Previous filing in this sequence was filed on 01 Apr 2025.
- Current net transaction value: -$699,827.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
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
- +5,986
- Change %
- +26%
- Price
- $0.000000
- Shares after
- 29,123
- Date
- 02 Apr 2025
- Ownership
- Direct
- Footnotes
- F1
CSWI
transaction
Common Stock
Tax liability
- Transaction value
- $699,827
- Shares
- -2,365
- Change %
- -8.1%
- Price
- $295.91
- Shares after
- 26,758
- Date
- 02 Apr 2025
- Ownership
- Direct
CSWI
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 452
- Date
- 02 Apr 2025
- 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
- -2,948
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 02 Apr 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,948
- Exercise price
- Footnotes
- F1
CSWI
holding
Derivative
Performance Rights
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,037
- Date
- 02 Apr 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,037
- Exercise price
- Footnotes
- F2
CSWI
holding
Derivative
Performance Rights
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,866
- Date
- 02 Apr 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,866
- 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, 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, along with 45 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, 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.
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, 2024 and ending on March 31, 2027 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.