Beta17% was sold under disclosed trading plans, 83% with no plan disclosed. The largest seller, Thomas Powell (10% owner), sold $51.0M.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why
A share of stake is shown for 0 of the 10 officers and directors who sold. 20 are left out Disclosed company stock is not an insider's whole wealth.i
Left out: Thomas Powell, Brett Cope, Frederick Mudge, Michael Metcalf, Richard Williams, Christopher Cragg, James McGill, Terry McKertcher, John Birchall, John Stacey, Katheryn Curtis, William Mauney Jr., Alaina Brooks, Ping Ni, Peter Hoglund, Davide Tuninetti, Mohit Singh, David Eckenrode, James Johnson Jr. and Mark Smith (share of stake is being verified).
Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.
Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
| Who | Shares | Price | % of total stake | Total stake after | Trade date | Filed |
|---|---|---|---|---|---|---|
| Brett Cope President & CEO, Director | 4,799 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| William Mauney Jr. Vice President, R&D | 301 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| Who | Shares | Price | % of total stake | Total stake after | Trade date | Filed |
|---|---|---|---|---|---|---|
| Michael Metcalf Exec Vice President | 1,401 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| Terry McKertcher Vice President, Operations | 700 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| John Birchall Managing Director | 599 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| Ping Ni Corp Controller | 230 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| David Eckenrode Assistant Secretary/Treasurer | 230 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| Peter Hoglund Vice Pres, Global Service | 99 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
| Davide Tuninetti Chief Human Resource Officer | 99 | $187.67 | n/a | n/a | Sep 30, 2026 | Oct 2, 2026 |
"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.
Yes. Brett Cope sold 40K shares ($7.2M) in the past 12 months, 88% of it under a trading plan disclosed in the filings.
Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 17% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 83% had no disclosed plan. A trading plan schedules sales in advance.
No. Officers and directors reported no purchases in the past 12 months.
| Who sold | Amount | % of holdings | Trading plan |
|---|---|---|---|
| Thomas Powell 10% owner | $51.0M 264K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Brett Cope President & CEO, Director | $7.2M 40K shares | Not confirmedshare of stake is being verified. Why | 88% under a disclosed plan 12% no plan disclosed |
| Michael Metcalf Exec Vice President | $2.9M 14K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Terry McKertcher Vice President, Operations | $2.4M 15K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Richard Williams Director | $2.0M 7.5K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| William Mauney Jr. Vice President, R&D | $1.9M 12K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| John Birchall Managing Director | $1.4M 7.2K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Mohit Singh Director | $396K 1.4K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| David Eckenrode Assistant Secretary/Treasurer | $168K 885 shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Ping Ni Corp Controller | $41K 210 shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.
| Insider | Held Oct 16, 2025 | Sold | Held Oct 16, 2026 | Still held |
|---|---|---|---|---|
Thomas Powell!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Thomas Powell are complete. 10% owner | n/a | −264K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Thomas PowellHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Thomas Powell are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Brett Cope!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Brett Cope are complete. President & CEO, Director | n/a | −40K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Brett CopeHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Brett Cope are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Frederick Mudge!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Frederick Mudge are complete. Vice President, Operations | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Frederick MudgeHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Frederick Mudge are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −3.5Kwithheld by the company for taxes | ||||
Michael Metcalf!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Michael Metcalf are complete. Exec Vice President | n/a | −14K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Michael MetcalfHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Michael Metcalf are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −1.4Kwithheld by the company for taxes | ||||
Richard Williams!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Richard Williams are complete. Director | n/a | −7.5K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Richard WilliamsHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Richard Williams are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Christopher Cragg!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Christopher Cragg are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Christopher CraggHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Christopher Cragg are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
James McGill!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for James McGill are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for James McGillHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for James McGill are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Terry McKertcher!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Terry McKertcher are complete. Vice President, Operations | n/a | −15K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Terry McKertcherHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Terry McKertcher are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −700withheld by the company for taxes | ||||
John Birchall!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for John Birchall are complete. Managing Director | n/a | −7.2K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for John BirchallHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for John Birchall are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −599withheld by the company for taxes | ||||
John Stacey!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for John Stacey are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for John StaceyHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for John Stacey are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Katheryn Curtis!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Katheryn Curtis are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Katheryn CurtisHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Katheryn Curtis are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
William Mauney Jr.!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for William Mauney Jr. are complete. Vice President, R&D | n/a | −12K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for William Mauney Jr.Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for William Mauney Jr. are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Alaina Brooks!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Alaina Brooks are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Alaina BrooksHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Alaina Brooks are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Ping Ni!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Ping Ni are complete. Corp Controller | n/a | −210 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Ping NiHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Ping Ni are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −230withheld by the company for taxes | ||||
Peter Hoglund!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Peter Hoglund are complete. Vice Pres, Global Service | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Peter HoglundHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Peter Hoglund are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −684withheld by the company for taxes | ||||
Davide Tuninetti!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Davide Tuninetti are complete. Chief Human Resource Officer | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Davide TuninettiHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Davide Tuninetti are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −429withheld by the company for taxes | ||||
Mohit Singh!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Mohit Singh are complete. Director | n/a | −1.4K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Mohit SinghHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Mohit Singh are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
David Eckenrode!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Eckenrode are complete. Assistant Secretary/Treasurer | n/a | −885 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for David EckenrodeHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Eckenrode are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −230withheld by the company for taxes | ||||
James Johnson Jr.!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for James Johnson Jr. are complete. Vice President, Operations | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for James Johnson Jr.Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for James Johnson Jr. are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Mark Smith!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Mark Smith are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Mark SmithHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Mark Smith are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Holdings and share of stake for Powell Industries Inc are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.
Officer and director open-market sales: $69.3M across 361,796 shares. Plan status and stated purpose are separate questions, and a sale can have both.
The lighter segment is sales with no plan disclosed in the filing ($57.7M), including tax-related sales outside a plan.
Sales with no 10b5-1 plan and no tax reference in the filing. $51.0M of it is Thomas Powell. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Thomas Powell, Mar 19, 2026
7,774 shares ($1.2M) were withheld by the company for taxes, which isn't a market sale.
| Seller | Shares sold | Proceeds | Under a disclosed plan | Share of total | Sales dates |
|---|---|---|---|---|---|
| Thomas Powell 10% owner | 264K | $51.0M | 0% | 73% | Feb 11, 2026 to Jun 25, 2026 |
| Brett Cope President & CEO, Director | 40K | $7.2M | 88% | 10% | Mar 12, 2026 to Sep 30, 2026 |
| Michael Metcalf Exec Vice President | 14K | $2.9M | 100% | 4% | Mar 31, 2026 to Jun 30, 2026 |
| Terry McKertcher Vice President, Operations | 15K | $2.4M | 0% | 3% | Dec 8, 2025 to Feb 6, 2026 |
| Richard Williams Director | 7.5K | $2.0M | 100% | 3% | May 14, 2026 to Aug 14, 2026 |
| William Mauney Jr. Vice President, R&D | 12K | $1.9M | 0% | 3% | Dec 19, 2025 to Sep 30, 2026 |
| John Birchall Managing Director | 7.2K | $1.4M | 0% | 2% | Feb 9, 2026 to Feb 9, 2026 |
| Mohit Singh Director | 1.4K | $396K | 100% | 0.6% | May 28, 2026 to May 28, 2026 |
| David Eckenrode Assistant Secretary/Treasurer | 885 | $168K | 0% | 0.2% | Feb 10, 2026 to Feb 10, 2026 |
| Ping Ni Corp Controller | 210 | $41K | 0% | 0.1% | Feb 11, 2026 to Feb 11, 2026 |
| Month | Sale proceeds | Disclosed plan | To cover taxes | No plan disclosed |
|---|---|---|---|---|
| Oct 2025 | $0 | $0 | $0 | $0 |
| Nov 2025 | $0 | $0 | $0 | $0 |
| Dec 2025 | $1.7M | $0 | $0 | $1.7M |
| Jan 2026 | $0 | $0 | $0 | $0 |
| Feb 2026 | $19.2M | $0 | $0 | $19.2M |
| Mar 2026 | $27.3M | $2.3M | $0 | $25.0M |
| Apr 2026 | $1.0M | $1.0M | $0 | $0 |
| May 2026 | $4.1M | $3.3M | $0 | $809K |
| Jun 2026 | $12.5M | $2.5M | $0 | $10.0M |
| Jul 2026 | $1.1M | $1.1M | $0 | $0 |
| Aug 2026 | $1.4M | $1.4M | $0 | $0 |
| Sep 2026 | $957K | $0 | $0 | $957K |
| Oct 2026 | $0 | $0 | $0 | $0 |
More than usual: about 1.7x the 5-year average. 10 insiders sold; the average is 4 a year.
| 12 months ending | Shares sold | Insiders who sold | Proceeds |
|---|---|---|---|
| Oct 16, 2026 Latest 12 months | 362K | 10 | $69.3M |
| Oct 16, 2025 1 year earlier | 136K | 8 | $11.9M |
| Oct 16, 2024 2 years earlier | 776K | 10 | $43.6M |
| Oct 17, 2023 3 years earlier | 125K | 3 | $3.1M |
| Oct 17, 2022 4 years earlier | 0 | 0 | $0 |
| Oct 17, 2021 5 years earlier | 7.2K | 1 | $89K |
Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.
Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Powell Industries Inc are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.
External context: we only cite outside events when a documented connection exists. None is shown for this period.
All 601 Forms 3, 4 and 5 on record for Powell Industries Inc (SEC CIK 80420), filed from Mar 10, 2003 to Oct 2, 2026; 54 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages. 2 older filings exist only on paper and could not be read.
Probable 3-for-1 stock split on or before May 11, 2026 (first filing that shows post-split balances). Splits aren't reported as transactions; 11 holding lines changed by exactly this ratio, so earlier share counts are restated.
Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.
Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".
Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.