Joshua S. Weinstein's Insider Trades & SAST Disclosures
Joshua S. Weinstein's most recent trade in Capital Southwest Corp. was a trade of 60,000 Common Stock done . Disclosure was reported to the exchange on June 9, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
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"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2024 | 60,000 | 251,690 (1%) | 0% | 0 | Common Stock | |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.13 per share. | 09 Jun 2024 | 10,117 | 191,690 (1%) | 0% | 26.1 | 264,357 | Common Stock |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.13 per share. | 09 Jun 2024 | 3,560 | 201,807 (1%) | 0% | 26.1 | 93,023 | Common Stock |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2023 | 51,367 | 225,382 (1%) | 0% | 0 | Common Stock | |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.86 per share. | 09 Jun 2023 | 8,084 | 217,298 (1%) | 0% | 19.9 | 160,548 | Common Stock |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.09 per share. | 15 Nov 2022 | 3,688 | 174,015 (0%) | 0% | 19.1 | 70,404 | Common Stock |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jun 2022 | 37,473 | 182,038 (0%) | 0% | 0 | Common Stock | |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.62 per share. | 10 Jun 2022 | 4,335 | 177,703 (0%) | 0% | 21.6 | 93,723 | Common Stock |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.38 per share. | 15 Nov 2021 | 5,364 | 144,565 (0%) | 0% | 27.4 | 146,866 | Common Stock |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jun 2021 | 33,109 | 151,894 (0%) | 0% | 0 | Common Stock | |
| Capital Southwest Corp. | Joshua S. Weinstein | Senior Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.65 per share. | 10 Jun 2021 | 1,965 | 149,929 (0%) | 0% | 27.6 | 54,332 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges