Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPX Technologies, Inc.SPXC · Entity 3543 | CORP. CONTROLLER AND CAO | March 01, 2023 | March 03, 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.
SPX Technologies, Inc.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,395 |
Reported balance
After 2023-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-01 · Tax withholding · Disposed 175 · Balance 56,395 F1: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX 2019 Stock Compensation Plan. F2: Includes unvested restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirect401 (k) Plan | 1,736 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,736 |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $32.69 · Expires 2028-02-22 | Direct | 3,110 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,110 F3: Vests in three equal installments beginning on February 22, 2019. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $36.51 · Expires 2029-02-21 | Direct | 8,607 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,607 F4: Vests in three equal installments beginning on February 21, 2020. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $50.09 · Expires 2030-02-20 | Direct | 5,628 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,628 F5: Vests in three equal installments beginning on February 20, 2021. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $58.34 · Expires 2031-03-01 | Direct | 4,629 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,629 F6: Vests in three equal installments beginning on March 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX 2019 Stock Compensation Plan.
F2: Includes unvested restricted stock units.
F3: Vests in three equal installments beginning on February 22, 2019.
F4: Vests in three equal installments beginning on February 21, 2020.
F5: Vests in three equal installments beginning on February 20, 2021.
F6: Vests in three equal installments beginning on March 1, 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 |
|---|---|---|---|---|---|---|
| August 08, 2018 Filed Aug 10, 2018 21:16 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Exercise / conversionCommon Stock | 18,442 | $12.85 | $236,979.70 |
DisclosureSEC source: 0001179110-18-010513 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,759 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 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:51 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 921 | $30.81 | $28,376.01 |
DisclosureSEC source: 0001179110-18-003643 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,317 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:39 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 355 | $31.23 | $11,086.65 |
DisclosureSEC source: 0001179110-18-003440 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,238 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:59 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 9,329 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001179110-18-002882 · edgar.xml · derivative · entry 6 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,329 Underlying: Common Stock · 9,329 shares Expires 2028-02-22 F6 · kind: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F6 · price: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:59 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 6,520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-002882 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,593 F1 · kind: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:13 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 2,154 | $31.39 | $67,614.06 |
DisclosureSEC source: 0001179110-18-000492 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,073 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 22:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | OtherCommon Stock | 1,992 | $30.58 | $60,915.36 |
DisclosureSEC source: 0001179110-17-014119 · edgar.xml · nonDerivative · entry 2 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 0 F3 · price: This plan uses unit accounting and the number of shares that a participant is deemed to hold at any time varies based on the closing price of SPX Corporation stock on the applicable measurement date. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 22:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | SaleCommon Stock | 3,833 | $30.59 | $117,251.47 |
DisclosureSEC source: 0001179110-17-014119 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,136 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.46 to $30.65, inclusive. The reporting person undertakes to provide to SPX Corporation, any security holder of SPX Corporation, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 21:55 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,115 | $24.14 | $26,916.10 |
DisclosureSEC source: 0001179110-17-011788 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,969 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 10, 2017 Filed Nov 30, 2017 22:04 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | SaleCommon Stock | 100 | $25.01 | $2,501.00 |
DisclosureSEC source: 0001179110-17-014734 · edgar.xml · nonDerivative · entry 2 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,227 F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 10, 2017 Filed Nov 30, 2017 22:04 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | SaleCommon Stock | 10,809 | $24.33 | $262,982.97 |
DisclosureSEC source: 0001179110-17-014734 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,327 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.99 to $24.99, inclusive. The reporting person undertakes to provide to SPX Corporation, any security holder of SPX Corporation, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:28 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,013 | $27.40 | $27,756.20 |
DisclosureSEC source: 0001179110-17-003880 · edgar.xml · nonDerivative · entry 2 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,084 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:28 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 10,230 | Not disclosed Strike: $27.40 | Not disclosed |
DisclosureSEC source: 0001179110-17-003880 · edgar.xml · derivative · entry 6 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,230 Underlying: Common Stock · 10,230 shares Expires 2027-03-01 F6 · kind: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F6 · price: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F7 · derivative.exercise_date: Vests in three equal installments beginning on March 1, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:28 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 7,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003880 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,097 F1 · kind: Grant of restricted stock under the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:04 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,681 | $23.72 | $39,873.32 |
DisclosureSEC source: 0001179110-17-000789 · edgar.xml · nonDerivative · entry 2 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,993 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:04 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Disposition to issuerCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000789 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,674 F1 · kind: Forfeiture of restricted stock under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:06 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 3,053 | $23.72 | $72,417.16 |
DisclosureSEC source: 0001179110-17-000528 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,774 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 13, 2015 Filed Mar 6, 2017 23:29 UTC Amendment | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 20,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004060 · edgar.xml · nonDerivative · entry 1 Reilly Michael Andrew · CIK 0001362469 · Corp. Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,022 F1 · kind: Grant of restricted stock units pursuant to the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock units pursuant to the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. 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.