Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAEMONETICS CORPHAE · Entity 3953 | Director | May 22, 2017 | May 25, 2017 |
| PENTAIR plcPNR · Entity 3537 | Director | January 03, 2018 | January 05, 2018 |
| REALTY INCOME CORPO · Entity 3009 | Director | May 23, 2023 | May 25, 2023 |
| nVent Electric plcNVT · Entity 3202 | Director | March 28, 2022 | March 29, 2022 |
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.
HAEMONETICS CORP
Report date May 22, 2017 · Filed May 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,807 |
Ending reported balance
After 2017-05-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-22 · Exercise / conversion · Acquired 8,196 · Balance 26,003 Row 2 · 2017-05-22 · Sale · Disposed 8,196 · Balance 17,807 |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.37 · Expires 2019-07-27 | Direct | 0 |
Reported balance
After 2017-05-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-22 · Exercise / conversion · Disposed 8,196 · Balance 0 F1: Grant to reporting person of right to buy shares of common stock exercisable 100 percent on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to reporting person of right to buy shares of common stock exercisable 100 percent on the first anniversary of the date of grant.
PENTAIR plc
Report date January 03, 2018 · Filed January 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 17,011 |
Reported balance
After 2018-01-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-03 · Tax withholding · Disposed 449 · Balance 17,011 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Deferral PlanSEC Table I · non-derivative | IndirectPlan Agent | 306.987 |
Reported balance
Holding disclosure · report date 2018-01-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 306.987 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Phantom Stock Units (Deferred Compensation)SEC Table II · derivative / convertible security | IndirectPlan Agent | 125.208 |
Reported balance
Holding disclosure · report date 2018-01-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 125.208 F4: Phantom stock units convert into common shares on a one-for-one basis. F5: Settlement of phantom stock units will be in Pentair plc common shares in accordance with reporting person's irrevocable election. F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F4: Phantom stock units convert into common shares on a one-for-one basis.
F5: Settlement of phantom stock units will be in Pentair plc common shares in accordance with reporting person's irrevocable election.
REALTY INCOME CORP
Report date May 23, 2023 · Filed May 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 30,075 |
Reported balance
After 2023-05-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-23 · Grant · Acquired 4,000 · Balance 30,075 F1: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. F2: By The Ronald Merriman Family Trust, dated July 17, 1997. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant.
F2: By The Ronald Merriman Family Trust, dated July 17, 1997.
nVent Electric plc
Report date March 28, 2022 · Filed March 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 34,175 |
Ending reported balance
After 2022-03-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-28 · Exercise / conversion · Acquired 3,947 · Balance 38,122 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in connection with stock options that will expire on January 2, 2023. Row 2 · 2022-03-28 · Sale · Disposed 3,947 · Balance 34,175 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in connection with stock options that will expire on January 2, 2023. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.10 · Expires 2023-01-02 | Direct | 0 |
Reported balance
After 2022-03-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-28 · Exercise / conversion · Disposed 3,947 · Balance 0 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in connection with stock options that will expire on January 2, 2023. F4: This option is presently exercisable in full. |
| Ordinary Shares - Deferral PlanSEC Table I · non-derivative | IndirectPlan Agent | 343.917 |
Reported balance
Holding disclosure · report date 2022-03-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 343.917 F2: Shares of nVent Electric plc will be delivered to the reporting person in accordance with their irrevocable deferral election. F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Phantom Stock Units (Deferred Compensation)SEC Table II · derivative / convertible security | IndirectPlan Agent | 140.27 |
Reported balance
Holding disclosure · report date 2022-03-28 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 140.27 F5: Phantom stock units convert into ordinary shares on a one-for-one basis. F6: Settlement of phantom stock units will be in nVent Electric plc ordinary shares in accordance with reporting person's irrevocable election. F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in connection with stock options that will expire on January 2, 2023.
F2: Shares of nVent Electric plc will be delivered to the reporting person in accordance with their irrevocable deferral election.
F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F4: This option is presently exercisable in full.
F5: Phantom stock units convert into ordinary shares on a one-for-one basis.
F6: Settlement of phantom stock units will be in nVent Electric plc ordinary shares in accordance with reporting person's irrevocable election.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Aircastle LTD
Report date March 27, 2020 · Filed March 27, 2020
Section 16 reporting ended · disclosed 2020-03-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-03-27 transaction · row 1
1 source rowRow 1 · 2020-03-27 · Disposition to issuer · Disposed 5,308 · Balance 0 F1: On March 27, 2020, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2019 (the Merger Agreement), by and among Aircastle Limited (the Company), MM Air Limited (Parent) and MM Air Merger Sub Limited (Merger Sub), Merger Sub merged with and into the Company, with the Company surviving as a subsidiary of Parent and Marubeni Aviation Holding Coperatief U.A. (the Merger). At the effective time of the Merger, (i) each common share, par value $0.01 per share, of the Company (the Common Shares) that was issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, was converted into the right to receive $32.00 in cash, without interest and less any applicable tax withholding (the Merger Consideration) and (ii) each issued and outstanding restricted share, restricted share unit and performance share unit was also vested and canceled in exchange for the Merger Consideration in accordance with the Merger Agreement. |
| Common SharesSEC Table I · non-derivative | IndirectMerriman Family Trust | 0 |
Reported balance
After 2020-03-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-27 · Disposition to issuer · Disposed 28,921 · Balance 0 F1: On March 27, 2020, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2019 (the Merger Agreement), by and among Aircastle Limited (the Company), MM Air Limited (Parent) and MM Air Merger Sub Limited (Merger Sub), Merger Sub merged with and into the Company, with the Company surviving as a subsidiary of Parent and Marubeni Aviation Holding Coperatief U.A. (the Merger). At the effective time of the Merger, (i) each common share, par value $0.01 per share, of the Company (the Common Shares) that was issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, was converted into the right to receive $32.00 in cash, without interest and less any applicable tax withholding (the Merger Consideration) and (ii) each issued and outstanding restricted share, restricted share unit and performance share unit was also vested and canceled in exchange for the Merger Consideration in accordance with the Merger Agreement. F2: All Common shares are owned by the Merriman Family Trust U/A Dated 07/17/1997. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 27, 2020, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2019 (the Merger Agreement), by and among Aircastle Limited (the Company), MM Air Limited (Parent) and MM Air Merger Sub Limited (Merger Sub), Merger Sub merged with and into the Company, with the Company surviving as a subsidiary of Parent and Marubeni Aviation Holding Coperatief U.A. (the Merger). At the effective time of the Merger, (i) each common share, par value $0.01 per share, of the Company (the Common Shares) that was issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, was converted into the right to receive $32.00 in cash, without interest and less any applicable tax withholding (the Merger Consideration) and (ii) each issued and outstanding restricted share, restricted share unit and performance share unit was also vested and canceled in exchange for the Merger Consideration in accordance with the Merger Agreement.
F2: All Common shares are owned by the Merriman Family Trust U/A Dated 07/17/1997.
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 |
|---|---|---|---|---|---|---|
| May 22, 2017 Filed May 25, 2017 01:48 UTC | HAEMONETICS CORP HAE · Entity 3953 | SaleCommon Stock | 7,118 | $40.31 | $286,917.33 |
DisclosureSEC source: 0001127602-17-019314 · form4.xml · nonDerivative · entry 2 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,807 Read SEC document |
| May 22, 2017 Filed May 25, 2017 01:48 UTC | HAEMONETICS CORP HAE · Entity 3953 | Exercise / conversionCommon Stock | 7,118 | $34.41 | $244,894.79 |
DisclosureSEC source: 0001127602-17-019314 · form4.xml · nonDerivative · entry 1 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,925 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 16, 2017 Filed May 16, 2017 22:29 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000068 · edgardoc.xml · nonDerivative · entry 1 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,075 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:06 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $34.18 | $0.00 |
DisclosureSEC source: 0001140361-17-011939 · doc1.xml · derivative · entry 4 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,000 shares Expires 2018-01-02 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: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2, 2018. F3 · derivative.exercise_date: The options are vested and exercisable. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:06 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 10,000 | $60.00 | $600,000.00 |
DisclosureSEC source: 0001140361-17-011939 · doc1.xml · nonDerivative · entry 2 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,338 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2, 2018. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:06 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 10,000 | $34.18 | $341,800.00 |
DisclosureSEC source: 0001140361-17-011939 · doc1.xml · nonDerivative · entry 1 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,338 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: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2, 2018. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 00:05 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $32.73 | $0.00 |
DisclosureSEC source: 0001140361-17-000845 · doc1.xml · derivative · entry 7 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,000 shares Expires 2017-02-26 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. F4 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on February 26, 2017. F10 · derivative.exercise_date: The options are vested and exercisable. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 00:05 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 10,000 | $57.87 | $578,700.00 |
DisclosureSEC source: 0001140361-17-000845 · doc1.xml · nonDerivative · entry 4 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,338 F4 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on February 26, 2017. F5 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $57.75 to $58.00. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 00:05 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 10,000 | $32.73 | $327,300.00 |
DisclosureSEC source: 0001140361-17-000845 · doc1.xml · nonDerivative · entry 3 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,338 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. F4 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on February 26, 2017. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 00:05 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 548 | $58.15 | $31,866.20 |
DisclosureSEC source: 0001140361-17-000845 · doc1.xml · nonDerivative · entry 2 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,338 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:05 UTC | PENTAIR plc PNR · Entity 3537 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,265 | $0.00 Strike: $57.95 | $0.00 |
DisclosureSEC source: 0001140361-17-000845 · doc1.xml · derivative · entry 6 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 Underlying: Common Shares · 5,265 shares Expires 2027-01-03 F8 · kind: Nonqualified stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F9 · derivative.exercise_date: One third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:05 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000845 · doc1.xml · nonDerivative · entry 1 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:50 UTC | Aircastle LTD AYR · Entity 4376 | GrantCommon Shares | 6,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001302 · doc4.xml · nonDerivative · entry 2 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,227 F3 · price: Grant of restricted shares under the Plan. Shares vest on January 1, 2018, subject to the terms of the Plan and related grant documents. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:50 UTC | Aircastle LTD AYR · Entity 4376 | Tax withholdingCommon Shares | 2,276 | $20.85 | $47,454.60 |
DisclosureSEC source: 0001209191-17-001302 · doc4.xml · nonDerivative · entry 1 MERRIMAN RONALD · CIK 0001254762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,752 F1 · shares: Common shares repurchased by the Company pursuant to an irrevocable election made by the reporting person under the Aircastle Limited 2014 Omnibus Incentive Plan (the "Plan"), with proceeds of such repurchase being paid to the reporting person for the application by the reporting person to the reporting person's federal and state tax withholding obligations arising in connection with vesting, on January 1, 2017, of 6,462 common shares granted under the Plan. F2 · price: The repurchase price of $20.85 paid by the Company was the closing price on December 30, 2016 the last trading day preceeding the date the sale was reported, as provided in the Plan. 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.