Research Summary
AI-generated summary of this SEC filing
CSW CFO James E. Perry Donates 500 Shares
What Happened
James E. Perry, EVP and Chief Financial Officer of CSW Industrials (CSW), made a charitable gift disposition on 2026-08-03 of 500 shares. The transaction is reported as a gift (code G) with a reported price of $0.00 and total value $0.
Key Details
- Transaction date: 2026-08-03 (reported on Form 4 filed 2026-08-05)
- Transaction type/code: Gift (G) — 500 shares disposed at $0.00
- Reported value: $0.00 (donation)
- Shares owned after transaction: Not specified in the provided filing
- Footnote: F1 — shares were donated by the reporting person to a charitable donor-advised fund
- Filing timeliness: Filed two days after the transaction (appears timely under the 2-business-day Form 4 rule)
Context
Gifts to donor-advised funds are philanthropic transactions and do not necessarily signal the insider’s view of the company’s prospects. Such donations may have tax or estate planning purposes; they are not purchases (which are more indicative of insider confidence). This filing reflects an executive-level charitable donation, not a sale for cash.