Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | Director | February 25, 2020 | February 26, 2020 |
| Medline Inc.MDLN · Entity 3040 | Director | December 16, 2025 | June 15, 2026 |
| Samsara Inc.IOT · Entity 3218 | Director | July 22, 2026 | July 24, 2026 |
| TEXAS INSTRUMENTS INCTXN · Entity 2834 | Director | April 24, 2026 | April 27, 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 February 25, 2020 · Filed February 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,540 |
Reported balance
After 2020-02-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-25 · Grant · Acquired 1,540 · Balance 1,540 F1: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors.
F2: This field is not applicable.
Medline Inc.
Report date December 16, 2025 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,732 |
Ending reported balance
After 2026-06-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-16 · Grant · Acquired 10,345 · Balance 10,345 F1: Represents a grant of restricted stock units ("RSUs") that vest on March 30, 2027. These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. Row 2 · 2026-06-11 · Grant · Acquired 5,387 · Balance 15,732 F2: Represents a grant of RSUs that vest on the earlier of (i) the first anniversary of the date of grant, and (ii) the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") that vest on March 30, 2027. These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025.
F2: Represents a grant of RSUs that vest on the earlier of (i) the first anniversary of the date of grant, and (ii) the next annual meeting of stockholders following the date of grant.
Samsara Inc.
Report date July 22, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 36,618 |
Reported balance
After 2026-07-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 7,801 · Balance 36,618 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest in full on the earlier of July 22, 2027 or the day prior to the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through the applicable vesting date. F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest in full on the earlier of July 22, 2027 or the day prior to the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through the applicable vesting date.
F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
TEXAS INSTRUMENTS INC
Report date April 24, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,191 |
Ending reported balance
After 2026-04-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-24 · Exercise / conversion · Acquired 4,306 · Balance 12,497 Row 2 · 2026-04-24 · Sale · Disposed 4,306 · Balance 8,191 F1: The price in Table 1 is a weighted average sale price. The sales were at prices ranging from $273.94 to $274.4. The Issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. |
| NQ Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $110.15 · Expires 2028-01-25 | Direct | 0 |
Reported balance
After 2026-04-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-24 · Exercise / conversion · Disposed 4,306 · Balance 0 F2: The option became exercisable in four equal annual installments beginning on January 25, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Table 1 is a weighted average sale price. The sales were at prices ranging from $273.94 to $274.4. The Issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.
F2: The option became exercisable in four equal annual installments beginning on January 25, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LENNOX INTERNATIONAL INC
Report date March 23, 2022 · Filed March 25, 2022
Section 16 reporting ended · disclosed 2022-03-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.01 Per ShareSEC Table I · non-derivative | Direct | 15,778 |
Reported balance
After 2022-03-23 transaction · row 1
1 source rowRow 1 · 2022-03-23 · Disposition to issuer · Disposed 12,421 · Balance 15,778 F1: Represents unvested restricted stock units forfeited upon the Reporting Person's resignation as the Company's Chairman of the Board and Chief Executive Officer, effective March 13,2022. |
| Non-qualified Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $257.08 · Expires 2026-12-13 | Direct | 0 |
Reported balance
After 2022-03-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-23 · Disposition to issuer · Disposed 8,350 · Balance 0 F2: Represents unvested stock appreciation rights forfeited upon the Reporting Person's resignation as the Company's Chairman of the Board and Chief Executive Officer, effective March 23,2022. |
| Non-qualified Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $278.00 · Expires 2027-12-11 | Direct | 5,927 |
Reported balance
After 2022-03-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-23 · Disposition to issuer · Disposed 5,927 · Balance 5,927 F2: Represents unvested stock appreciation rights forfeited upon the Reporting Person's resignation as the Company's Chairman of the Board and Chief Executive Officer, effective March 23,2022. |
| Non-qualified Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $278.00 · Expires 2027-12-11 | Direct | 0 |
Reported balance
After 2022-03-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-23 · Disposition to issuer · Disposed 5,927 · Balance 0 F2: Represents unvested stock appreciation rights forfeited upon the Reporting Person's resignation as the Company's Chairman of the Board and Chief Executive Officer, effective March 23,2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents unvested restricted stock units forfeited upon the Reporting Person's resignation as the Company's Chairman of the Board and Chief Executive Officer, effective March 13,2022.
F2: Represents unvested stock appreciation rights forfeited upon the Reporting Person's resignation as the Company's Chairman of the Board and Chief Executive Officer, effective March 23,2022.
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 |
|---|---|---|---|---|---|---|
| July 31, 2017 Filed Aug 1, 2017 20:05 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | Exercise / conversionNon-qualified Stock Appreciation Right · Derivative | 28,007 | $0.00 Strike: $51.40 | $0.00 |
DisclosureSEC source: 0001127602-17-024520 · form4.xml · derivative · entry 2 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,007 Underlying: Common Stock, Par Value $0.01 Per Share · 28,007 shares Expires 2019-12-07 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: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F2 · derivative.exercise_date: One third of the Stock Appreciation Rights became exercisable on 12/7/13 and each year thereafter. The entire grant became fully exercisable on 12/7/15. Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 20:05 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | Exercise / conversionCommon Stock, Par Value $0.01 Per Share | 11,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024520 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,610 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 |
| March 17, 2017 Filed Mar 20, 2017 20:17 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | SaleCommon Stock, Par Value $0.01 Per Share | 22,560 | $172.09 | $3,882,282.72 |
DisclosureSEC source: 0001127602-17-012387 · form4.xml · nonDerivative · entry 2 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,223 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Reflects a weighted average sale price of $172.087 at prices ranging from $171.82 to $172.42 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 20:17 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | SaleCommon Stock, Par Value $0.01 Per Share | 5,853 | $171.63 | $1,004,573.80 |
DisclosureSEC source: 0001127602-17-012387 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,783 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Reflects a weighted average sale price of $171.634 at prices ranging from $170.82 to $171.82 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:53 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 28,413 | $169.96 | $4,829,073.48 |
DisclosureSEC source: 0001127602-17-011943 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,636 Read SEC document |
| March 01, 2017 Filed Mar 1, 2017 23:25 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009387 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Award of restricted stock units granted under the Texas Instruments 2009 Director Compensation Plan. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:26 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 2,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-17-000052 · wf-form4_148788518582481.xml · derivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 Underlying: Ordinary Shares · 2,100 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: These restricted stock units have no expiration date. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:21 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GiftCommon Stock, Par Value $0.01 Per Share | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005015 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,223 F1 · kind: This gift was given to the UBS Donor-Advised Fund c/o National Philanthropic Trust. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 21:17 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | SaleCommon Stock, Par Value $0.01 Per Share | 9,170 | $155.98 | $1,430,336.60 |
DisclosureSEC source: 0001127602-16-070123 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,223 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 20:29 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | Tax withholdingCommon Stock, Par Value $0.01 Per Share | 6,628 | $156.73 | $1,038,806.44 |
DisclosureSEC source: 0001127602-16-069987 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,393 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 22:33 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantNon-qualified Stock Appreciation Right · Derivative | 41,649 | $157.36 Strike: $157.36 | $6,553,886.64 |
DisclosureSEC source: 0001127602-16-069756 · form4.xml · derivative · entry 2 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,649 Underlying: Common Stock, Par Value $0.01 Per Share · 41,649 shares Expires 2023-12-09 F1 · derivative.exercise_date: One third of the Stock Appreciation Rights will become exercisable on 12/9/17 and each year thereafter. The entire grant will become fully exercisable on 12/9/19. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 22:33 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 9,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069756 · form4.xml · nonDerivative · entry 1 Bluedorn Todd M · CIK 0001395277 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,021 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.