SEC ownership of SERVOTRONICS INC /DE/

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000089140.

Comparable stake leader

Beaver Hollow Wellness, LLC

Disclosed value leader

Beaver Hollow Wellness, LLC

Comparable rows

1/7

Latest evidence

10 May 2024

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
Beaver Hollow Wellness, LLC
Latest parsed ownership date
10 May 2024
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000089140
Issuer location
Elma, NY

Ownership snapshot

Top shareholders of SERVOTRONICS INC /DE/ (13F + 13D/G + 3/4/5)

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.

Comparable stake leader
Beaver Hollow Wellness, LLC
Disclosed value leader
Beaver Hollow Wellness, LLC
Comparable rows
1/7
Latest evidence
10 May 2024
3/4/5 13D/G Lead comparable stake: 0% 6 rows are not safely comparable across share classes. 13D/G row: Beaver Hollow Wellness, LLC

Quick read

Beaver Hollow Wellness, LLC leads the comparable SEC ownership view at 0%.

1 of 7 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.

Open SEC evidence Opens Beaver Hollow Wellness, LLC's linked filing trail.
Comparable ownership Top 1
Beaver Hollow Wellness, LLC 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-7 of 7 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Beaver Hollow Wellness, LLC
3/4/5 13D/G
10%+ Owner
0%
from 13D/G
$15,596,539
1,352,371 shares
mixed-class rows
22 Mar 2024
Estate of Nicholas D. Trbovich, Sr.
3/4/5
10%+ Owner
class O/S missing
$3,332,339
268,737 shares
19 Apr 2023
Kenneth D. Trbovich
3/4/5
10%+ Owner
class O/S missing
$783,035
63,148 shares
26 Apr 2023
Edward C. Cosgrove
3/4/5
Director
class O/S missing
$194,215
15,500 shares
10 May 2024
Lucion P. Gygax
3/4/5
Director
class O/S missing
$141,633
11,422 shares
15 Aug 2022
Jason T. Bear
3/4/5
Director
class O/S missing
$100,204
8,081 shares
14 May 2021
Harrison Kelly
3/4/5
Chief Operating Officer
class O/S missing
$46,617
3,691 shares
25 Mar 2024
How to read this table

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

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Jun 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-14 of 14 reporting-owner rows connected to SERVOTRONICS INC /DE/. Open a relationship link for the CIK-to-CIK filing trail.

Rows
14
Largest Forms 3/4/5 holder
Beaver Hollow Wellness, LLC
Net 12M change
$0
Latest report
01 Jul 2025
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Beaver Hollow Wellness, LLC 10%+ Owner $15,596,539 Mixed 22 Mar 2024
Estate of Nicholas D. Trbovich, Sr. 10%+ Owner $3,332,339 Mixed 19 Apr 2023
Kenneth D. Trbovich 10%+ Owner $783,035 Mixed 26 Apr 2023
Edward C. Cosgrove Director $194,215 Mixed 10 May 2024
Lucion P. Gygax Director $141,633 Mixed 15 Aug 2022
Jason T. Bear Director $100,204 Mixed 14 May 2021
Harrison Kelly Chief Operating Officer $46,617 Mixed 25 Mar 2024
Robert A. Fraass Chief Financial Officer $0 Mixed 01 Jul 2025
James C. Takacs Chief Technical Officer $0 Mixed 01 Jul 2025
Karen L. Howard Director $0 Mixed 01 Jul 2025
Christopher M. Marks Director $0 Mixed 01 Jul 2025
Brent D. Baird Director, 10%+ Owner $0 Mixed 01 Jul 2025
Evan H. Wax Director $0 Mixed 01 Jul 2025
William F. Farrell Jr. Chief Executive Officer, Director $0 Mixed 01 Jul 2025

Recent insider transactions for SERVOTRONICS INC /DE/

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
Evan H. Wax SVT Common Stock Disposed to Issuer -100% -536 0 01 Jul 2025 Direct
Evan H. Wax SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -97.7% -22,793 536 01 Jul 2025 Direct
Christopher M. Marks SVT Common Stock Disposed to Issuer -100% -536 0 01 Jul 2025 Direct
Christopher M. Marks SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -96.7% -15,500 536 01 Jul 2025 Direct
Karen L. Howard SVT Common Stock Disposed to Issuer -100% -536 0 01 Jul 2025 Direct
Karen L. Howard SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -92.3% -6,465 536 01 Jul 2025 Direct
Brent D. Baird SVT Common Stock Disposed to Issuer -100% -536 0 01 Jul 2025 Direct
Brent D. Baird SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -99.8% -278,464 536 01 Jul 2025 Direct
James C. Takacs SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -100% -21,733 0 01 Jul 2025 By ESOP
James C. Takacs SVT Common Stock Disposed to Issuer -100% -1,293 0 01 Jul 2025 Direct
James C. Takacs SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -90.1% -11,761 1,293 01 Jul 2025 Direct
James C. Takacs SVT Common Stock Tax liability -5.86% -812 13,054 01 Jul 2025 Direct
Robert A. Fraass SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -100% -436 0 01 Jul 2025 By ESOP
Robert A. Fraass SVT Common Stock Disposed to Issuer -100% -2,260 0 01 Jul 2025 Direct
Robert A. Fraass SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -47.5% -2,047 2,260 01 Jul 2025 Direct
Robert A. Fraass SVT Common Stock Tax liability -23.2% -1,302 4,307 01 Jul 2025 Direct
William F. Farrell Jr. SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -100% -1,125 0 01 Jul 2025 By ESOP
William F. Farrell Jr. SVT Common Stock Disposed to Issuer -100% -4,012 0 01 Jul 2025 Direct
William F. Farrell Jr. SVT Common Stock Disposition pursuant to a tender of shares in a change of control transaction -81.4% -17,553 4,012 01 Jul 2025 Direct
William F. Farrell Jr. SVT Common Stock Tax liability -9.49% -2,260 21,565 01 Jul 2025 Direct
* marks a reported price that did not pass the local price check.
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