Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | Director | May 06, 2026 | May 08, 2026 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Chief Financial Officer | October 05, 2026 | October 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Eaton Corp plc
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 816 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Exercise / conversion · Acquired 621 · Balance 816 F5: Shares have been adjusted to account for reinvested dividends. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 666 |
Reported balance
After 2026-05-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-06 · Tax withholding · Disposed 150 · Balance 666 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-06 · Exercise / conversion · Disposed 621 · Balance 0 F3: Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature. F1: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors and vested in their entirety on the first anniversary of the date of grant. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 470 |
Reported balance
After 2026-05-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-06 · Grant · Acquired 470 · Balance 470 F4: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors and vested in their entirety on the first anniversary of the date of grant. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
F2: This field is not applicable.
F3: Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature.
F4: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
F5: Shares have been adjusted to account for reinvested dividends.
PROCTER & GAMBLE Co
Report date October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,618.0097 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 3,914 · Balance 65,618.0097 F1: Shares sold to cover tax obligations upon settlement of Restricted Stock Unit Award. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Plan Trustee | 7,604.419 |
Reported balance
Holding disclosure · report date 2026-10-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,604.419 F2: Reflects adjustment to PST through September 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to cover tax obligations upon settlement of Restricted Stock Unit Award.
F2: Reflects adjustment to PST through September 30, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 19, 2021 Filed Oct 5, 2021 15:07 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantSeries A Preferred Stock · Derivative | 124.1347 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026609 · form4.xml · derivative · entry 3 Schulten Andre · CIK 0001844763 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Plan Trustee Disclosed balance after: 1,301.8176 Underlying: Common Stock · 124.1347 shares Expires not disclosed F3 · derivative.exercise_price: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock. F4 · derivative.exercise_date: Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. F4 · derivative.expiration_date: Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,952 | $0.00 Strike: $67.52 | $0.00 |
DisclosureSEC source: 0001127602-21-016568 · form4.xml · derivative · entry 5 Schulten Andre · CIK 0001844763 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,952 shares Expires 2022-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 22,952 | $136.46 | $3,132,029.92 |
DisclosureSEC source: 0001127602-21-016568 · form4.xml · nonDerivative · entry 3 Schulten Andre · CIK 0001844763 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,820.196 Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 22,952 | $67.52 | $1,549,719.04 |
DisclosureSEC source: 0001127602-21-016568 · form4.xml · nonDerivative · entry 2 Schulten Andre · CIK 0001844763 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,772.196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:21 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 1,458 | $136.12 | $198,464.71 |
DisclosureSEC source: 0001127602-21-016568 · form4.xml · nonDerivative · entry 1 Schulten Andre · CIK 0001844763 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,820.196 F1 · price: Weighted average price of the shares sold. The price range was $136.10 to $136.13. Full information regarding the number of shares sold at each separate price available upon request. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 19:28 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 571 | $133.53 | $76,243.29 |
DisclosureSEC source: 0001127602-21-012565 · form4.xml · nonDerivative · entry 1 Schulten Andre · CIK 0001844763 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,278.196 F1 · shares: Shares sold to cover tax obligations upon settlement of Restricted Stock Unit Award. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.