Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOVER CorpDOV · Entity 3179 | SVP, Operations | March 15, 2023 | March 17, 2023 |
| ITT INC.ITT · Entity 8806 | See Remarks | March 04, 2019 | March 06, 2019 |
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.
DOVER Corp
Report date March 15, 2023 · Filed March 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,912 |
Ending reported balance
After 2023-03-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-03-15 · Tax withholding · Disposed 74 · Balance 4,046 F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Row 2 · 2023-03-15 · Tax withholding · Disposed 76 · Balance 3,970 F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Row 3 · 2023-03-15 · Tax withholding · Disposed 58 · Balance 3,912 F3: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 441 |
Reported balance
Holding disclosure · report date 2023-03-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 441 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020.
F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021.
F3: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022.
ITT INC.
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,998 |
Reported balance
After 2019-03-04 transaction · row 1
1 source rowRow 1 · 2019-03-04 · Grant · Acquired 2,845 · Balance 14,998 F1: Reflects an award of restricted stock units, all of which are scheduled to vest on March 4, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 185.4265 |
Reported balance
Holding disclosure · report date 2019-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 185.4265 F2: As of March 4, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units, all of which are scheduled to vest on March 4, 2022.
F2: As of March 4, 2019.
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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 22:10 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 58 | $140.14 | $8,128.12 |
DisclosureSEC source: 0001062993-23-007219 · form4.xml · nonDerivative · entry 3 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,912 F3 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:10 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 76 | $140.14 | $10,650.64 |
DisclosureSEC source: 0001062993-23-007219 · form4.xml · nonDerivative · entry 2 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:10 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 74 | $140.14 | $10,370.36 |
DisclosureSEC source: 0001062993-23-007219 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,046 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:04 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 5,800 | $0.00 Strike: $153.25 | $0.00 |
DisclosureSEC source: 0001062993-23-003544 · form4.xml · derivative · entry 5 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 5,800 shares Expires 2033-02-10 Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:04 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 349 | $153.25 | $53,484.25 |
DisclosureSEC source: 0001062993-23-003544 · form4.xml · nonDerivative · entry 3 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,120 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:04 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003544 · form4.xml · nonDerivative · entry 2 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,469 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:04 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003544 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,397 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2024. Read SEC document |
| April 25, 2022 Filed Apr 26, 2022 23:29 UTC | DOVER Corp DOV · Entity 3179 | PurchaseCommon Stock | 350 | $139.44 | $48,804.00 |
DisclosureSEC source: 0001062993-22-010820 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,744 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:10 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 76 | $151.86 | $11,541.36 |
DisclosureSEC source: 0001062993-22-008103 · form4.xml · nonDerivative · entry 2 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:10 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 74 | $151.86 | $11,237.64 |
DisclosureSEC source: 0001062993-22-008103 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,470 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:43 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 5,271 | $0.00 Strike: $160.21 | $0.00 |
DisclosureSEC source: 0001062993-22-004502 · form4.xml · derivative · entry 3 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,271 Underlying: Common Stock · 5,271 shares Expires 2032-02-11 Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:43 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-004502 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,544 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2023. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2023. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:28 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 74 | $134.63 | $9,962.62 |
DisclosureSEC source: 0001062993-21-002807 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:57 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 6,881 | $0.00 Strike: $122.73 | $0.00 |
DisclosureSEC source: 0001062993-21-001632 · form4.xml · derivative · entry 3 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,881 Underlying: Common Stock · 6,881 shares Expires 2031-02-12 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:57 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 774 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-001632 · form4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,025 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2022. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2022. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:06 UTC | DOVER Corp DOV · Entity 3179 | PurchaseCommon Stock | 500 | $93.35 | $46,675.00 |
DisclosureSEC source: 0001709078-20-000002 · edgar.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,251 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:38 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 6,674 | $0.00 Strike: $119.86 | $0.00 |
DisclosureSEC source: 0001709078-20-000001 · edgar.xml · derivative · entry 3 Malinas David J. · CIK 0001709078 · SVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,674 Underlying: Common Stock · 6,674 shares Expires 2030-02-14 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:38 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0001709078-20-000001 · edgar.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · SVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2021. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2021. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:48 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-006485 · doc4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,998 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on March 4, 2022. Read SEC document |
| December 18, 2018 Filed Dec 18, 2018 21:05 UTC | ITT INC. ITT · Entity 8806 | Tax withholdingCommon Stock | 1,512 | $49.54 | $74,904.48 |
DisclosureSEC source: 0000899243-18-031326 · doc4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,153 F1 · price: Reflects the withholding of 1,512 shares of common stock to pay the tax liability incident to the vesting on December 15, 2018 of restricted stock units granted under the ITT 2011 Omnibus Incentive Plan Plan on June 19, 2017. The number of shares withheld was determined on December 18, 2018 based on the average of the high/low price of the Issuer's common stock on December 17, 2018. Read SEC document |
| February 26, 2018 Filed Mar 1, 2018 00:39 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005881 · doc4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,665 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on February 26, 2021. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 20:07 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 9,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-016760 · doc4.xml · nonDerivative · entry 1 Malinas David J. · CIK 0001709078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,765 F1 · shares: Reflects an award of restricted stock units, of which 4,450 are scheduled to vest on December 15, 2018, 2,965 are scheduled to vest on December 15, 2019, and 2,350 are scheduled to vest on June 19, 2020. 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.