Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| METTLER TOLEDO INTERNATIONAL INC/MTD · Entity 3168 | Director | March 02, 2023 | March 06, 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.
METTLER TOLEDO INTERNATIONAL INC/
Report date March 02, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 4,290 |
Ending reported balance
After 2023-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-02 · Exercise / conversion · Acquired 300 · Balance 4,590 Row 2 · 2023-03-02 · Sale · Disposed 300 · Balance 4,290 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $244.99 · Expires 2023-11-07 | Direct | 600 |
Reported balance
After 2023-03-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-03-02 · Exercise / conversion · Disposed 300 · Balance 600 F1: The options vested annually in two equal installments beginning on the first anniversary of the date of grant. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy M&W Consultants Limited | 1,000 |
Reported balance
Holding disclosure · report date 2023-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The options vested annually in two equal installments beginning on the first anniversary of the date of grant.
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 18, 2018 Filed May 21, 2018 14:08 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 2,100 | $73.69 | $154,749.00 |
DisclosureSEC source: 0001515622-18-000016 · edgar.xml · nonDerivative · entry 3 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,878 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 17, 2018 Filed May 21, 2018 14:08 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 750 | $0.00 Strike: $73.69 | $0.00 |
DisclosureSEC source: 0001515622-18-000016 · edgar.xml · derivative · entry 7 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 Underlying: Common Stock, par value $0.01 per share · 750 shares Expires 2018-11-06 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_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 17, 2018 Filed May 21, 2018 14:08 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 750 | $562.00 | $421,500.00 |
DisclosureSEC source: 0001515622-18-000016 · edgar.xml · nonDerivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,778 Read SEC document |
| May 17, 2018 Filed May 21, 2018 14:08 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 750 | $73.69 | $55,267.50 |
DisclosureSEC source: 0001515622-18-000016 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,528 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 02, 2017 Filed Nov 6, 2017 14:51 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 476 | $0.00 Strike: $671.60 | $0.00 |
DisclosureSEC source: 0001515622-17-000064 · edgar.xml · derivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476 Underlying: Common stock, par value $0.01 per share · 476 shares Expires 2027-11-02 F1 · derivative.exercise_date: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 14:51 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000064 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,778 Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 13:20 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $105.11 | $0.00 |
DisclosureSEC source: 0001515622-17-000050 · edgar.xml · derivative · entry 3 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2017-11-01 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. F2 · derivative.exercise_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 13:20 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 500 | $589.16 | $294,580.00 |
DisclosureSEC source: 0001515622-17-000050 · edgar.xml · nonDerivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 F1 · price: Represents the average sales price of multiple individual transactions at prices between $589.03 and $589.70. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 13:20 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $105.11 | $52,555.00 |
DisclosureSEC source: 0001515622-17-000050 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 |
| August 14, 2017 Filed Aug 16, 2017 14:23 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $105.11 | $0.00 |
DisclosureSEC source: 0001515622-17-000047 · edgar.xml · derivative · entry 3 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2017-11-01 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_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 14:23 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 500 | $585.00 | $292,500.00 |
DisclosureSEC source: 0001515622-17-000047 · edgar.xml · nonDerivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 14:23 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $105.11 | $52,555.00 |
DisclosureSEC source: 0001515622-17-000047 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 |
| August 08, 2017 Filed Aug 9, 2017 17:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $105.11 | $0.00 |
DisclosureSEC source: 0001515622-17-000042 · edgar.xml · derivative · entry 6 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2017-11-01 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. F2 · derivative.exercise_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 17:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 500 | $580.01 | $290,005.00 |
DisclosureSEC source: 0001515622-17-000042 · edgar.xml · nonDerivative · entry 4 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 F1 · price: Represents the average sales price of multiple individual transactions at prices between $580.00 and $580.16. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 17:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $105.11 | $52,555.00 |
DisclosureSEC source: 0001515622-17-000042 · edgar.xml · nonDerivative · entry 3 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 |
| August 07, 2017 Filed Aug 9, 2017 17:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $105.11 | $0.00 |
DisclosureSEC source: 0001515622-17-000042 · edgar.xml · derivative · entry 5 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2017-11-01 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. F2 · derivative.exercise_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 17:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 500 | $579.00 | $289,500.00 |
DisclosureSEC source: 0001515622-17-000042 · edgar.xml · nonDerivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 17:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $105.11 | $52,555.00 |
DisclosureSEC source: 0001515622-17-000042 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 25, 2017 Filed May 30, 2017 14:30 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $105.11 | $0.00 |
DisclosureSEC source: 0001515622-17-000036 · edgar.xml · derivative · entry 3 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2017-11-01 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_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 25, 2017 Filed May 30, 2017 14:30 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 500 | $575.00 | $287,500.00 |
DisclosureSEC source: 0001515622-17-000036 · edgar.xml · nonDerivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 Read SEC document |
| May 25, 2017 Filed May 30, 2017 14:30 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $105.11 | $52,555.00 |
DisclosureSEC source: 0001515622-17-000036 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 22, 2017 Filed May 24, 2017 13:54 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $105.11 | $0.00 |
DisclosureSEC source: 0001515622-17-000035 · edgar.xml · derivative · entry 3 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2017-11-01 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_date: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 22, 2017 Filed May 24, 2017 13:54 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 500 | $567.00 | $283,500.00 |
DisclosureSEC source: 0001515622-17-000035 · edgar.xml · nonDerivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 Read SEC document |
| May 22, 2017 Filed May 24, 2017 13:54 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $105.11 | $52,555.00 |
DisclosureSEC source: 0001515622-17-000035 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 03, 2016 Filed Nov 7, 2016 18:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 832 | $0.00 Strike: $397.95 | $0.00 |
DisclosureSEC source: 0001515622-16-000112 · edgar.xml · derivative · entry 2 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common stock, par value $0.01 per share · 832 shares Expires 2026-11-03 F1 · derivative.exercise_date: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 18:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-16-000112 · edgar.xml · nonDerivative · entry 1 Chu Wah-Hui · CIK 0001375492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 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.