Kelly Tacke

CIK 1202405 · View on SEC EDGAR ↗

Insider

First SEC filing: Sept. 14, 2015 · Latest: Sept. 14, 2015

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 10 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
April 1, 2016 CSW A 5,591 8,431 Direct +196.87% Acquired (price as of 2026-08-21)
Oct. 14, 2015 CSW A 85,981 85,981 Direct Acquired (price as of 2026-08-21)
Oct. 14, 2015 CSW A 14,854 14,854 Direct Acquired (price as of 2026-08-21)
Oct. 14, 2015 CSW A 10,043 10,043 Direct Acquired (price as of 2026-08-21)
Oct. 1, 2015 CSW A 5,681 52,681 Direct +12.09% Acquired (price as of 2026-08-21)
Sept. 18, 2015 CSW J 47,000 47,000 Direct Acquired (price as of 2026-08-21)
Aug. 28, 2014 CSWC A 86,333 111,333 Direct +345.33% Acquired (price as of 2026-08-21)
Aug. 28, 2014 CSWC A 43,000 47,000 Direct +1075.00% Acquired (price as of 2026-08-21)
Jan. 20, 2014 CSWC A 25,000 25,000 Direct Acquired (price as of 2026-08-21)
Jan. 20, 2014 CSWC A 4,000 4,000 Direct Acquired (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
April 1, 2016 CSW Performance Rights Common Stock (5,591) 5,591 Acquired
Oct. 14, 2015 CSW Stock Options (right to buy) Common Stock (85,981) $25.23 Aug. 28, 2024 85,981 Acquired
Oct. 14, 2015 CSW Stock Options (right to buy) Common Stock (14,854) $23.11 Jan. 20, 2024 14,854 Acquired
Oct. 14, 2015 CSW Stock Options (right to buy) Common Stock (10,043) $23.11 Jan. 20, 2024 10,043 Acquired
Aug. 28, 2014 CSWC Stock Options Common Stock (86,333) $36.60 Aug. 28, 2024 86,333 Acquired
Jan. 20, 2014 CSWC Stock Option [F1] Common Stock (25,000) $33.52 Jan. 20, 2024 25,000 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Sept. 14, 2015 CSW Common Stock 0 Direct
Nov. 22, 2013 CSWC Common Stock 0 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2016 $127,500 $799,821 $21,484 $320 $949,125
2015 $253,750 $653,170 $499,868 $265,625 $73,592 $26,800 $1,772,805

CSW

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2016 $131,325 $1,049,750 $705,861 $627,418 $4,538 $14,641 $2,533,533

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.