Comparable stake leader
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000033533.
Comparable stake leader
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust
Disclosed value leader
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust |
13D/G
|
18%
|
$25,325,070
537,345 shares
|
-$2,817,526 | 31 Dec 2025 |
| Stanley Kesselman |
13D/G
|
2.1%
|
$1,833,364
58,856 shares
|
$0 | 31 Dec 2024 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
3.5%
|
$5,720,009
103,212 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.1%
|
$5,182,884
93,523 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.8%
|
$4,711,033
85,006 shares
|
— | 31 Mar 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
Company
|
2.1%
|
$3,429,334
61,879 shares
|
— | 31 Mar 2026 |
| De Lisle Partners LLP |
13F
Company
|
1.9%
|
$3,126,490
56,247 shares
|
— | 31 Mar 2026 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
1.8%
|
$2,942,026
53,086 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$1,722,933.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 11,100 | $0 | $727,678 | -$727,678 |
| 3-6 | 0 | 14,498 | $0 | $770,225 | -$770,225 |
| 6-9 | 0 | 5,000 | $0 | $225,030 | -$225,030 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-12 of 12 reporting-owner rows connected to ESPEY MFG & ELECTRONICS CORP. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Carl Helmetag | Director | $1,990,199 | -$108,652 | -5.2% | Mixed | 24 Jun 2026 |
| David A. Oneil | President & CEO, Director | $1,833,275 | -$792,115 | -30% | Mixed | 22 Jun 2026 |
| Paul J. Corr | Director | $1,724,484 | -$606,766 | -26% | Mixed | 23 Jun 2026 |
| Michael W. Wool | Director | $1,447,981 | -$57,900 | -3.8% | Mixed | 22 Jun 2026 |
| Patrick T. Enright Jr. | President and CEO, Director | $714,528 | Mixed | 31 Dec 2021 | ||
| Katrina Leonore Sparano | Former CFO and Treasurer | $679,400 | Mixed | 15 Feb 2025 | ||
| Peggy A. Murphy | Former Corporate Secretary | $220,820 | Mixed | 06 Dec 2024 | ||
| Jennifer Michele Pickering | CHRO & Corporate Secretary | $198,381 | -$157,500 | -44% | Mixed | 22 Jun 2026 |
| Roger Nicholas Sexauer II | Director | $177,673 | Mixed | 02 Dec 2022 | ||
| Nancy Koskey Patzwahl | Director | $122,782 | Mixed | 06 Sep 2024 | ||
| Sabo Alvin O | Director | Mixed | 10 Dec 2021 | |||
| Kaitlyn Nicole O'Neil | Treasurer and PFO | Mixed | 15 Feb 2025 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Carl Helmetag | ESP | Common Stock - $.33 1/3 par value | Sale | -4.14% | $63,662 | $63.66 | -1,000 | 23,169 | 24 Jun 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Sale | -11.1% | $168,023 | $65.89 | -2,550 | 20,439 | 23 Jun 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 12.5% | 2,550 | 22,989 | 23 Jun 2026 | Direct | ||
| Paul J. Corr | ESP | Stock Option | Options Exercise | -23.3% | -2,550 | 8,400 | 23 Jun 2026 | Direct | ||
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Gift | -7.01% | -1,500 | 19,892 | 22 Jun 2026 | Direct | ||
| Jennifer Michele Pickering | ESP | Common Stock - $.33 1/3 par value | Sale | -100% | $157,500 | $63.00 | -2,500 | 0 | 22 Jun 2026 | Direct |
| Jennifer Michele Pickering | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 2,500 | 2,500 | 22 Jun 2026 | Direct | |||
| Jennifer Michele Pickering | ESP | Stock Option | Options Exercise | -33.3% | -2,500 | 5,000 | 22 Jun 2026 | Direct | ||
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Sale | -15.4% | $169,275 | $67.71 | -2,500 | 13,750 | 22 Jun 2026 | Direct |
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 11.2% | 2,150 | 21,392 | 27 May 2026 | Direct | ||
| Michael W. Wool | ESP | Stock Option | Options Exercise | -16.9% | -2,150 | 10,550 | 27 May 2026 | Direct | ||
| Carl Helmetag | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 9.02% | 2,000 | 24,169 | 21 May 2026 | Direct | ||
| Carl Helmetag | ESP | Stock Option | Options Exercise | -12.1% | -2,000 | 14,542 | 21 May 2026 | Direct | ||
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Sale | -1.41% | $19,649 | $67.06 | -293 | 20,439 | 15 May 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Sale | -9.82% | $149,569 | $66.27 | -2,257 | 20,732 | 15 May 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 12.5% | 2,550 | 22,989 | 15 May 2026 | Direct | ||
| Paul J. Corr | ESP | Stock Option | Options Exercise | -18.9% | -2,550 | 10,950 | 15 May 2026 | Direct | ||
| Carl Helmetag | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 7.78% | 1,600 | 22,169 | 02 Mar 2026 | Direct | ||
| Carl Helmetag | ESP | Stock Option | Options Exercise | -8.82% | -1,600 | 16,542 | 02 Mar 2026 | Direct | ||
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 10.6% | 1,842 | 19,242 | 23 Feb 2026 | Direct | ||
| Michael W. Wool | ESP | Stock Option | Options Exercise | -12.7% | -1,842 | 12,700 | 23 Feb 2026 | Direct | ||
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Sale | -5.43% | $57,900 | $57.90 | -1,000 | 17,400 | 19 Feb 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Sale | -10.5% | $138,963 | $57.90 | -2,400 | 20,439 | 18 Feb 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Sale | -8.94% | $130,562 | $58.23 | -2,242 | 22,839 | 18 Feb 2026 | Direct |
| Paul J. Corr | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 22.7% | 4,642 | 25,081 | 18 Feb 2026 | Direct | ||
| Paul J. Corr | ESP | Stock Option | Options Exercise | -25.6% | -4,642 | 13,500 | 18 Feb 2026 | Direct | ||
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Sale | -35.3% | $442,800 | $50.00 | -8,856 | 16,250 | 13 Feb 2026 | Direct |
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 44% | 7,675 | 25,106 | 13 Feb 2026 | Direct | ||
| David A. Oneil | ESP | Stock Option | Options Exercise | -83.6% | -7,675 | 1,500 | 13 Feb 2026 | Direct | ||
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 12.2% | 2,000 | 18,400 | 27 Jan 2026 | Direct | ||
| Michael W. Wool | ESP | Stock Option | Options Exercise | -12.1% | -2,000 | 14,542 | 27 Jan 2026 | Direct | ||
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Sale | -5.43% | $45,760 | $45.76 | -1,000 | 17,431 | 29 Dec 2025 | Direct |
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Sale | -5.15% | $46,780 | $46.78 | -1,000 | 18,431 | 26 Dec 2025 | Direct |
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Sale | -4.89% | $44,000 | $44.00 | -1,000 | 19,431 | 19 Dec 2025 | Direct |
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Sale | -4.67% | $43,500 | $43.50 | -1,000 | 20,431 | 18 Dec 2025 | Direct |
| Carl Helmetag | ESP | Common Stock - $.33 1/3 par value | Sale | -4.64% | $44,990 | $44.99 | -1,000 | 20,569 | 16 Dec 2025 | Direct |
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 44.4% | 5,000 | 16,250 | 11 Sep 2025 | Direct | ||
| David A. Oneil | ESP | Stock Option | Options Exercise | -35.3% | -5,000 | 9,175 | 11 Sep 2025 | Direct | ||
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 125% | 6,250 | 11,250 | 27 Aug 2025 | Direct | ||
| David A. Oneil | ESP | Stock Option | Options Exercise | -30.6% | -6,250 | 14,175 | 27 Aug 2025 | Direct | ||
| David A. Oneil | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 5,000 | 5,000 | 05 Aug 2025 | Direct | |||
| David A. Oneil | ESP | Stock Option | Options Exercise | -19.7% | -5,000 | 20,425 | 05 Aug 2025 | Direct | ||
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Gift | -0.61% | -100 | 16,400 | 28 Jul 2025 | Direct | ||
| Michael W. Wool | ESP | Common Stock - $.33 1/3 par value | Options Exercise | 10.7% | 1,600 | 16,500 | 30 Jun 2025 | Direct | ||
| Michael W. Wool | ESP | Stock Option | Options Exercise | -8.82% | -1,600 | 16,542 | 30 Jun 2025 | Direct |