Haller Karen S

Director · Officer · CTRI, SWX

As of 2026-09-16, Haller Karen S has 18 Form 4 transactions on record across 2 companies — 8 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: $16.7MIndirect: $0$16.7Mas of 2026-09-16
  • Direct $16.7M
  • Indirect $0
SWXdirect185,798 sh$16.1M
CTRIdirect30,309 sh$581K

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

SWX · 10 trades
2026-02-27: Withheld for tax, 13,105 sh ($1.0M)2026-02-19: Award / grant, 16,756 sh ($0)2026-02-19: Award / grant, 33,304 sh ($0)2026-01-08: Withheld for tax, 7,631 sh ($612K)2025-09-05: Withheld for tax, 16,589 sh ($1.3M)2025-09-05: Award / grant, 42,157 sh ($0)2025-03-04: Withheld for tax, 5,418 sh ($383K)2025-02-20: Award / grant, 19,007 sh ($0)2025-02-20: Award / grant, 13,768 sh ($0)2025-01-13: Withheld for tax, 6,923 sh ($494K)
CTRI · 8 trades
2026-05-19: Award / grant, 4,067 sh ($0)2026-05-18: Option exercise, 7,338 sh ($0)2026-05-18: Option exercise, 7,338 sh2026-05-18: Option exercise, 7,338 sh2025-04-30: Option exercise, 6,904 sh ($0)2025-04-30: Option exercise, 6,904 sh2025-04-30: Option exercise, 6,904 sh2025-04-16: Award / grant, 7,338 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
18 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-05-19CTRIAward / grant4,06730,309Form 4
2026-05-18CTRIOption exercise7,3380Form 4
2026-05-18CTRIOption exercise7,33826,242Form 4
2026-05-18CTRIOption exercise7,33826,242Form 4
2026-02-27SWXWithheld for tax13,105185,798Form 4
2026-02-19SWXAward / grant16,756165,599Form 4
2026-02-19SWXAward / grant33,304198,903Form 4
2026-01-08SWXWithheld for tax7,631148,843Form 4
2025-09-05SWXWithheld for tax16,589153,817Form 4
2025-09-05SWXAward / grant42,157170,406Form 4
2025-04-30CTRIOption exercise6,9047,338Form 4
2025-04-30CTRIOption exercise6,90418,904Form 4
2025-04-30CTRIOption exercise6,90418,904Form 4
2025-04-16CTRIAward / grant7,33814,242Form 4
2025-03-04SWXWithheld for tax5,418128,249Form 4
2025-02-20SWXAward / grant19,007119,898Form 4
2025-02-20SWXAward / grant13,768133,666Form 4
2025-01-13SWXWithheld for tax6,92399,157Form 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.