Perry James E

Officer · CSW, CSWI

As of 2026-09-16, Perry James E has 24 Form 4 transactions on record across 2 companies — 10 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $15.5MIndirect: $0$15.5Mas of 2026-09-16
  • Direct $15.5M
  • Indirect $0
CSWdirect27,253 sh$7.8M
CSWIdirect25,323 sh$7.7M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

CSWI · 13 trades
2025-07-01: Sale, 145 sh ($41K)2025-06-02: Sale, 100 sh ($30K)2025-06-02: Sale, 45 sh ($14K)2025-05-27: Gift, 1,000 sh ($0)2025-05-07: Award / grant, 1,544 sh ($0)2025-05-01: Sale, 145 sh ($45K)2025-04-02: Withheld for tax, 2,365 sh ($700K)2025-04-02: Option exercise, 2,948 sh ($0)2025-04-02: Option exercise, 5,986 sh ($0)2025-04-01: Sale, 145 sh ($42K)2025-03-03: Sale, 100 sh ($31K)2025-03-03: Sale, 45 sh ($14K)2025-02-13: Sale, 145 sh ($46K)
CSW · 11 trades
2026-08-03: Gift, 500 sh ($0)2026-05-06: Award / grant, 1,808 sh ($0)2026-04-02: Withheld for tax, 2,321 sh ($604K)2026-04-02: Option exercise, 3,037 sh ($0)2026-04-02: Option exercise, 5,870 sh ($0)2026-02-11: Gift, 1,000 sh ($0)2026-01-02: Sale, 145 sh ($43K)2025-12-01: Sale, 580 sh ($160K)2025-10-01: Withheld for tax, 977 sh ($246K)2025-10-01: Award / grant, 1,728 sh ($0)2025-08-12: Sale, 145 sh ($40K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-01-02CSWSale145 @ $293.53$43K−0.6% of holding25,204Form 4
2025-12-01CSWSale580 @ $275.00$160K−2.2% of holding25,349Form 4
2025-08-12CSWSale145 @ $275.05$40K−0.6% of holding25,178Form 4
2025-07-01CSWISale145 @ $284.18$41K−0.6% of holding25,323Form 4
2025-06-02CSWISale100 @ $304.29$30K−0.4% of holding25,468Form 4
2025-06-02CSWISale45 @ $303.37$14K−0.2% of holding25,568Form 4
2025-05-01CSWISale145 @ $312.87$45K−0.5% of holding26,613Form 4
2025-04-01CSWISale145 @ $289.10$42K−0.6% of holding23,137Form 4
2025-03-03CSWISale100 @ $308.25$31K−0.4% of holding23,282Form 4
2025-03-03CSWISale45 @ $306.70$14K−0.2% of holding23,382Form 4
2025-02-13CSWISale145 @ $315.04$46K−0.6% of holding23,427Form 4
13 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-03CSWGift50027,253Form 4
2026-05-06CSWAward / grant1,8081,808Form 4
2026-04-02CSWWithheld for tax2,32127,753Form 4
2026-04-02CSWOption exercise3,0370Form 4
2026-04-02CSWOption exercise5,87030,074Form 4
2026-02-11CSWGift1,00024,204Form 4
2025-10-01CSWWithheld for tax97725,929Form 4
2025-10-01CSWAward / grant1,72826,906Form 4
2025-05-27CSWIGift1,00025,613Form 4
2025-05-07CSWIAward / grant1,5441,544Form 4
2025-04-02CSWIWithheld for tax2,36526,758Form 4
2025-04-02CSWIOption exercise2,9480Form 4
2025-04-02CSWIOption exercise5,98629,123Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.