Comparable stake leader
Wax Asset Management, LLC
SEC ownership of TAYLOR DEVICES, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000096536.
Disclosed value leader
Wax Asset Management, LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- TAYD on Nasdaq
- Parsed ownership sources
-
13D/G and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Wax Asset Management, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Wax Asset Management, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000096536
- Issuer location
- North Tonawanda, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of TAYLOR DEVICES, INC. (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
Wax Asset Management, LLC
Disclosed value leader
Wax Asset Management, LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
13F
Lead comparable stake: 9.4%
13D/G row: Wax Asset Management, LLC
Showing 1-8 of 50 holder rows.
Quick read
Wax Asset Management, LLC leads the comparable SEC ownership view at 9.4%.
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.
Open SEC evidence
Opens Wax Asset Management, LLC's linked filing trail.
Comparable ownership
Top 5
Wax Asset Management, LLC
9.4%
BlackRock, Inc.
5.5%
VANGUARD CAPITAL MANAGEMENT LLC
5.2%
VANGUARD GROUP INC
4.7%
Janney Montgomery Scott LLC
4.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Wax Asset Management, LLC |
13D/G
|
9.4%
|
$20,068,642
297,666 shares
|
+$2,504,855 | 31 Dec 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
5.5%
|
$10,438,233
177,884 shares
|
$0 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$9,485,971
166,333 shares
|
$0 | 30 Jun 2026 |
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
4.7%
|
$6,455,591
148,746 shares
|
-$464,555 | 30 Jun 2025 |
| Janney Montgomery Scott LLC |
13F
Company
|
4.7%
|
$8,871,000
151,179 shares
|
— | 30 Jun 2026 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
4.2%
|
$7,952,900
135,530 shares
|
— | 30 Jun 2026 |
| Oppenheimer & Close, LLC |
13F
Company
|
3.5%
|
$6,665,696
113,594 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.9%
|
$5,410,494
92,185 shares
|
— | 30 Jun 2026 |
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
Net insider flow leans to selling over the last 12 months. Net value: -$896,878.
Buys
$0
Insiders: 0
Sells
$896,878
Insiders: 2
Net
-$896,878
Shares: -13,448
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 13,448
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 5,000 | $0 | $283,629 | -$283,629 |
| 6-9 | 0 | 8,448 | $0 | $613,249 | -$613,249 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-8 of 8 reporting-owner rows connected to TAYLOR DEVICES, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
8
Largest Forms 3/4/5 holder
Burgess John
Net 12M change
-$896,878
Latest report
28 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Burgess John | Director | $2,475,282 | Mixed | 18 Apr 2026 | ||
| Robert M. Carey | Director | $428,669 | -$283,629 | -40% | Filing P/S | 28 Apr 2026 |
| Timothy J. Sopko | Chief Executive Officer, Director | $386,100 | Mixed | 18 Apr 2026 | ||
| Mark V Mcdonough | Chief Financial Officer | $239,040 | Mixed | 05 Aug 2022 | ||
| Alan Raymond Klembczyk | President, Director | $96,422 | Mixed | 18 Apr 2025 | ||
| Paul Murray Heary | Chief Financial Officer | $85,400 | Mixed | 18 Apr 2026 | ||
| Fritz Eric Armenat | Director | $85,400 | -$613,249 | -88% | Mixed | 18 Apr 2026 |
| Ira Sochet | 10%+ Owner | Mixed | 10 Jan 2024 |
Recent insider transactions for TAYLOR DEVICES, INC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert M. Carey | TAYD | Common Stock | Sale | -39.3% | $283,629 | $56.73 | -5,000 | 7,721 | 28 Apr 2026 | Direct |
| Timothy J. Sopko | TAYD | Stock Option (Right to Buy) | Award | -50% | -7,000 | 7,000 | 18 Apr 2026 | Direct | ||
| Robert M. Carey | TAYD | Stock Option (Right to Buy) | Award | -50% | -7,000 | 7,000 | 18 Apr 2026 | Direct | ||
| Paul Murray Heary | TAYD | Stock Option (Right to Buy) | Award | -50% | -7,000 | 7,000 | 18 Apr 2026 | Direct | ||
| Burgess John | TAYD | Stock Option (Right to Buy) | Award | -50% | -7,000 | 7,000 | 18 Apr 2026 | Direct | ||
| Fritz Eric Armenat | TAYD | Stock Option (Right to Buy) | Award | -50% | -7,000 | 7,000 | 18 Apr 2026 | Direct | ||
| Burgess John | TAYD | Common Stock | Tax liability | -3.5% | -1,574 | 43,426 | 13 Apr 2026 | Direct | ||
| Burgess John | TAYD | Common Stock | Options Exercise | 12.5% | 5,000 | 45,000 | 13 Apr 2026 | Direct | ||
| Burgess John | TAYD | Stock Option (Right to Buy) | Options Exercise | -100% | -5,000 | 0 | 13 Apr 2026 | Direct | ||
| F. Eric Armenat | TAYD | Common Stock | Sale | -100% | $110,422 | $72.27 | -1,528 | 0 | 23 Jan 2026 | Direct |
| F. Eric Armenat | TAYD | Common Stock | Sale | -64.7% | $200,964 | $71.77 | -2,800 | 1,528 | 22 Jan 2026 | Direct |
| F. Eric Armenat | TAYD | Common Stock | Tax liability | -13.4% | -672 | 4,328 | 21 Jan 2026 | Direct | ||
| F. Eric Armenat | TAYD | Common Stock | Options Exercise | 5,000 | 5,000 | 21 Jan 2026 | Direct | |||
| F. Eric Armenat | TAYD | Stock Option (Right to Buy) | Options Exercise | -100% | -5,000 | 0 | 21 Jan 2026 | Direct | ||
| F. Eric Armenat | TAYD | Common Stock | Sale | -100% | $301,862 | $73.27 | -4,120 | 0 | 14 Jan 2026 | Direct |
| F. Eric Armenat | TAYD | Common Stock | Tax liability | -17.6% | -880 | 4,120 | 09 Jan 2026 | Direct | ||
| F. Eric Armenat | TAYD | Common Stock | Options Exercise | 5,000 | 5,000 | 09 Jan 2026 | Direct | |||
| F. Eric Armenat | TAYD | Stock Option (Right to Buy) | Options Exercise | -100% | -5,000 | 0 | 09 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.