Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWSERVE CORPFLS · Entity 3541 | SVP, Chief Sales Officer | February 15, 2023 | February 23, 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.
FLOWSERVE CORP
Report date February 15, 2023 · Filed February 23, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,730 |
Last balance in matching sequence
After 2023-02-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-02-15 · Exercise / conversion · Acquired 3,141 · Balance 74,605 Row 2 · 2023-02-15 · Tax withholding · Disposed 875 · Balance 73,730 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,485 |
Reported balance
After 2023-02-15 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2023-02-15 · Exercise / conversion · Disposed 3,057 · Balance 21,485 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F2: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant.
F2: This Form 4 corrects an inadvertent error in the number of restricted stock units originally reported as disposed of by the officer.
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 |
|---|---|---|---|---|---|---|
| February 03, 2017 Filed Feb 7, 2017 22:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 3,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000038 · wf-form4_148650640890270.xml · nonDerivative · entry 1 Gillespie Keith E. · CIK 0001641570 · Chief Strategy & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,618 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 · shares: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:53 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 9,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000014 · wf-form4_148616598812360.xml · derivative · entry 2 Gillespie Keith E. · CIK 0001641570 · Chief Strategy & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,320 Underlying: Common Stock · 9,810 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2017 and ending on December 31, 2019 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2017 and ending on December 31, 2019 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2017 and ending on December 31, 2019 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:53 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 9,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000014 · wf-form4_148616598812360.xml · derivative · entry 1 Gillespie Keith E. · CIK 0001641570 · Chief Strategy & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,320 Underlying: Common Stock · 9,810 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 03, 2016 Filed Jan 21, 2017 02:11 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 11,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000004 · wf-form4a_148496465376814.xml · derivative · entry 2 Gillespie Keith E. · CIK 0001641570 · Chief Strategy & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,510 Underlying: Common Stock · 11,510 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant F3 · derivative.underlying_shares: The original Form 4 filed on February 5, 2016 is amended by this Form 4 amendment to correctly reflect the grant of restricted stock units as opposed to restricted stock. Read SEC document |
| February 03, 2016 Filed Jan 21, 2017 02:11 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 11,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000004 · wf-form4a_148496465376814.xml · derivative · entry 1 Gillespie Keith E. · CIK 0001641570 · Chief Strategy & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,510 Underlying: Common Stock · 11,510 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2016 and ending on December 31, 2018 which are: 1) the issuer's average return on net assets ("RONA") in comparison to the RONA averages of a predetermined peer group over the performance cycle; and 2) the issuer's growth in bookings in comparison to the growth in gross domestic product of countries that are members of the Organisation for Economic Co-operation and Development over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2016 and ending on December 31, 2018 which are: 1) the issuer's average return on net assets ("RONA") in comparison to the RONA averages of a predetermined peer group over the performance cycle; and 2) the issuer's growth in bookings in comparison to the growth in gross domestic product of countries that are members of the Organisation for Economic Co-operation and Development over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2016 and ending on December 31, 2018 which are: 1) the issuer's average return on net assets ("RONA") in comparison to the RONA averages of a predetermined peer group over the performance cycle; and 2) the issuer's growth in bookings in comparison to the growth in gross domestic product of countries that are members of the Organisation for Economic Co-operation and Development over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. 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.