Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zurn Elkay Water Solutions CorpZWS · Entity 3659 | Group Ex., President-Zurn | November 02, 2023 | November 03, 2023 |
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.
Zurn Elkay Water Solutions Corp
Report date November 02, 2023 · Filed November 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,905 |
Ending reported balance
After 2023-11-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-02 · Exercise / conversion · Acquired 55,133 · Balance 137,038 Row 2 · 2023-11-02 · Sale · Disposed 55,133 · Balance 81,905 F1: This transaction was executed in multiple trades at prices ranging from $28.00 to $28.19. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.41 · Expires 2024-09-03 | Direct | 0 |
Reported balance
After 2023-11-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-11-02 · Exercise / conversion · Disposed 55,133 · Balance 0 F3: Option fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.69 · Expires 2026-05-20 | Direct | 94,423 |
Reported balance
Holding disclosure · report date 2023-11-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 94,423 F3: Option fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.67 · Expires 2025-05-22 | Direct | 62,461 |
Reported balance
Holding disclosure · report date 2023-11-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 62,461 F3: Option fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.37 · Expires 2027-05-19 | Direct | 40,815 |
Reported balance
Holding disclosure · report date 2023-11-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 40,815 F3: Option fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.22 · Expires 2028-05-25 | Direct | 15,592 |
Reported balance
Holding disclosure · report date 2023-11-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 15,592 F3: Option fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.05 · Expires 2031-10-05 | Direct | 22,320 |
Reported balance
Holding disclosure · report date 2023-11-02 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 22,320 F4: The original option vests in three annual installments beginning on October 5, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,228 |
Reported balance
Holding disclosure · report date 2023-11-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,228 F2: Based on information from the trustee of the 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $28.00 to $28.19. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F2: Based on information from the trustee of the 401(k) Plan.
F3: Option fully vested.
F4: The original option vests in three annual installments beginning on October 5, 2022.
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 |
|---|---|---|---|---|---|---|
| November 02, 2018 Filed Nov 6, 2018 21:53 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | SaleCommon Stock | 7,500 | $28.50 | $213,750.00 |
DisclosureSEC source: 0001439288-18-000113 · wf-form4_154154119161861.xml · nonDerivative · entry 2 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,554 Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:53 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionCommon Stock | 7,500 | $4.80 | $36,030.00 |
DisclosureSEC source: 0001439288-18-000113 · wf-form4_154154119161861.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,054 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 |
| September 03, 2018 Filed Sep 5, 2018 20:22 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Tax withholdingCommon Stock | 147 | $29.03 | $4,267.41 |
DisclosureSEC source: 0001439288-18-000093 · wf-form4_153617894785215.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,554 F1 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:22 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantStock Option (right to buy) · Derivative | 7,664 | $0.00 Strike: $28.91 | $0.00 |
DisclosureSEC source: 0001439288-18-000063 · wf-form4_152771532690170.xml · derivative · entry 10 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,664 Underlying: Common Stock · 7,664 shares Expires 2028-05-25 F4 · derivative.exercise_date: The original option vests in three annual installments beginning on the date listed above. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:22 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 2,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-18-000063 · wf-form4_152771532690170.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,701 F1 · price: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment. Read SEC document |
| May 22, 2018 Filed May 24, 2018 23:42 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionPerformance Stock Units · Derivative | 3,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-18-000029 · wf-form4_152720536262739.xml · derivative · entry 4 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,784 shares Expires not disclosed 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. F1 · derivative.exercise_price: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · kind: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · price: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · derivative.exercise_date: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · derivative.expiration_date: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). Read SEC document |
| May 22, 2018 Filed May 24, 2018 23:42 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantPerformance Stock Units · Derivative | 372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-18-000029 · wf-form4_152720536262739.xml · derivative · entry 3 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,784 Underlying: Common Stock · 372 shares Expires not disclosed F1 · derivative.exercise_price: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · kind: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · price: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · derivative.exercise_date: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · derivative.expiration_date: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). Read SEC document |
| May 22, 2018 Filed May 24, 2018 23:42 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Tax withholdingCommon Stock | 1,024 | $28.94 | $29,634.56 |
DisclosureSEC source: 0001439288-18-000029 · wf-form4_152720536262739.xml · nonDerivative · entry 2 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,890 F2 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| May 22, 2018 Filed May 24, 2018 23:42 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionCommon Stock | 3,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-18-000029 · wf-form4_152720536262739.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,914 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. F1 · kind: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). F1 · price: Based on Rexnord Corporation's performance during the three-year performance period (fiscal 2016-fiscal 2018), the performance stock units ("PSUs") vested at the level indicated above (the Reporting Person had the opportunity to earn up to 200% of the number originally reported, as previously disclosed). Read SEC document |
| September 03, 2017 Filed Sep 6, 2017 22:07 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Tax withholdingCommon Stock | 241 | $23.96 | $5,774.36 |
DisclosureSEC source: 0001439288-17-000109 · wf-form4_150473566143113.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,130 F1 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:55 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | PurchaseCommon Stock | 250 | $23.17 | $5,792.50 |
DisclosureSEC source: 0001439288-17-000078 · wf-form4_149618133639093.xml · nonDerivative · entry 3 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,371 Read SEC document |
| May 23, 2017 Filed May 30, 2017 21:55 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | PurchaseCommon Stock | 250 | $23.03 | $5,757.50 |
DisclosureSEC source: 0001439288-17-000078 · wf-form4_149618133639093.xml · nonDerivative · entry 2 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,121 Read SEC document |
| May 22, 2017 Filed May 30, 2017 21:55 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | PurchaseCommon Stock | 250 | $23.22 | $5,805.00 |
DisclosureSEC source: 0001439288-17-000078 · wf-form4_149618133639093.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,871 Read SEC document |
| May 19, 2017 Filed May 23, 2017 15:18 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantStock Option (right to buy) · Derivative | 20,062 | $0.00 Strike: $23.13 | $0.00 |
DisclosureSEC source: 0001439288-17-000052 · wf-form4_149555267195674.xml · derivative · entry 9 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,062 Underlying: Common Stock · 20,062 shares Expires 2027-05-19 F4 · derivative.exercise_date: The original option vests in three annual installments beginning on the date listed above. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:36 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | OtherCommon Stock | 3,301.9 | $23.00 | $75,943.70 |
DisclosureSEC source: 0001439288-17-000018 · wf-form4_148883975762791.xml · nonDerivative · entry 2 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 0 F1 · ownership.nature: Based on the information from the trustee of the 401(k) Plan. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 21:40 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | SaleCommon Stock | 256 | $21.76 | $5,571.07 |
DisclosureSEC source: 0001439288-16-000219 · wf-form4_147337083286451.xml · nonDerivative · entry 1 Wehr Craig · CIK 0001615587 · Group Ex., President-Zurn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621 F1 · kind: Shares were sold to satisfy tax withholding obligations and related fees in connection with the vesting of restricted stock units. F2 · price: This transaction was executed in multiple trades at prices ranging from $21.75 to $21.77.The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. 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.