Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KLA CORPKLAC · Entity 2838 | Director | November 05, 2025 | November 07, 2025 |
| ROPER TECHNOLOGIES INCROP · Entity 3071 | EVP, Chief Financial Officer | March 10, 2026 | March 12, 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.
KLA CORP
Report date November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 203.732 |
Reported balance
After 2025-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 203.732 · Balance 203.732 F1: On November 5, 2025, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 203.732 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 5, 2026, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA. F2: The number of shares of KLA common stock includes 203.732 shares issuable upon vesting of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 5, 2025, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 203.732 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 5, 2026, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA.
F2: The number of shares of KLA common stock includes 203.732 shares issuable upon vesting of RSUs.
ROPER TECHNOLOGIES INC
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,457 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Tax withholding · Disposed 3,065 · Balance 28,457 |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $353.87 · Expires 2036-03-10 | Direct | 26,535 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Grant · Acquired 26,535 · Balance 26,535 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Ownership | 173 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 173 |
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 |
|---|---|---|---|---|---|---|
| December 19, 2019 Filed Dec 20, 2019 20:46 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionCommon Stock | 2,500 | $73.56 | $183,900.00 |
DisclosureSEC source: 0001209191-19-061507 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,070 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 |
| November 11, 2019 Filed Nov 13, 2019 21:52 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 1,771 | $337.94 | $598,491.74 |
DisclosureSEC source: 0001209191-19-056398 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,570 Read SEC document |
| March 09, 2019 Filed Mar 12, 2019 20:01 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 296 | $317.67 | $94,030.32 |
DisclosureSEC source: 0001209191-19-018772 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,341 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 20:49 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $55.11 Strike: $51.11 | $275,550.00 |
DisclosureSEC source: 0001209191-19-009577 · doc4.xml · derivative · entry 4 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2020-01-22 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 |
| February 12, 2019 Filed Feb 13, 2019 20:49 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 5,000 | $307.39 | $1,536,950.00 |
DisclosureSEC source: 0001209191-19-009577 · doc4.xml · nonDerivative · entry 2 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,637 F1 · price: The price reported is the weighted average price for the 5,000 shares that have been sold to cover the exercise price and withholding tax liability. The individual range of prices for this transaction is $307.27 to $307.71. The reporting person undertakes to provide to Roper Technologies, Inc., any security holder of Roper Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares withheld at each separate price within the range set forth in this Footnote. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 20:49 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionCommon Stock | 5,000 | $55.11 | $275,550.00 |
DisclosureSEC source: 0001209191-19-009577 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,637 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 |
| January 16, 2019 Filed Jan 18, 2019 19:59 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 768 | $270.30 | $207,590.40 |
DisclosureSEC source: 0001209191-19-004512 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,637 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:53 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,300 | $0.00 Strike: $270.30 | $0.00 |
DisclosureSEC source: 0001209191-19-004247 · doc4.xml · derivative · entry 3 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 Underlying: Common Stock · 14,300 shares Expires 2029-01-15 F1 · derivative.exercise_date: Options vest 50% on January 15, 2021 and 50% on January 15, 2022. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:53 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 8,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004247 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,405 Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 18:24 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $41.78 Strike: $41.78 | $208,900.00 |
DisclosureSEC source: 0001209191-18-044519 · doc4.xml · derivative · entry 4 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-03-30 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 |
| July 30, 2018 Filed Jul 31, 2018 18:24 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 5,000 | $299.78 | $1,498,900.00 |
DisclosureSEC source: 0001209191-18-044519 · doc4.xml · nonDerivative · entry 2 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,205 Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 18:24 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionCommon Stock | 5,000 | $41.78 | $208,900.00 |
DisclosureSEC source: 0001209191-18-044519 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,205 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 09, 2018 Filed Mar 13, 2018 19:34 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 183 | $285.04 | $52,162.32 |
DisclosureSEC source: 0001209191-18-019125 · doc4.xml · nonDerivative · entry 2 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,205 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 19:34 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 183 | $279.69 | $51,183.27 |
DisclosureSEC source: 0001209191-18-019125 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,388 Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:02 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $275.69 | $0.00 |
DisclosureSEC source: 0001209191-18-004933 · doc4.xml · derivative · entry 2 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2028-01-19 F1 · derivative.exercise_date: Options vest 50% on January 19, 2020 and 50% on January 19, 2021. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:02 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004933 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,571 Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 20:17 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $55.22 | $0.00 |
DisclosureSEC source: 0001209191-17-053699 · doc4.xml · derivative · entry 3 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-02-18 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: Transaction pursuant to a 10b5-1 Trading Plan. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 20:17 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 5,000 | $245.00 | $1,225,000.00 |
DisclosureSEC source: 0001209191-17-053699 · doc4.xml · nonDerivative · entry 2 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 F1 · kind: Transaction pursuant to a 10b5-1 Trading Plan. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 20:17 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Exercise / conversionCommon Stock | 5,000 | $55.22 | $276,100.00 |
DisclosureSEC source: 0001209191-17-053699 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,571 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: Transaction pursuant to a 10b5-1 Trading Plan. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 21:23 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039575 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:12 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 340 | $219.71 | $74,701.40 |
DisclosureSEC source: 0001209191-17-033922 · doc4.xml · nonDerivative · entry 1 Conley Jason · CIK 0001699418 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,571 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.