Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RESIDEO TECHNOLOGIES, INC.REZI · Entity 1292 | EVP, Chief Strat & Cml Officer | February 18, 2023 | February 22, 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.
RESIDEO TECHNOLOGIES, INC.
Report date February 18, 2023 · Filed February 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,022 |
Reported balance
After 2023-02-18 transaction · row 1
1 source rowRow 1 · 2023-02-18 · Tax withholding · Disposed 2,485 · Balance 43,022 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FLIR SYSTEMS INC
Report date December 31, 2017 · Filed February 16, 2018
Section 16 reporting ended · disclosed 2018-02-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,391 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,391 |
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 18, 2023 Filed Feb 22, 2023 20:01 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 2,485 | $19.61 | $48,730.85 |
DisclosureSEC source: 0001209191-23-011984 · doc4.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,022 Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 20:01 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 3,752 | $19.06 | $71,513.12 |
DisclosureSEC source: 0001209191-23-008915 · doc4.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,507 Read SEC document |
| December 21, 2022 Filed Dec 22, 2022 17:17 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 1,579 | $16.85 | $26,606.15 |
DisclosureSEC source: 0001209191-22-062476 · doc4.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,259 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:31 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 3,172 | $25.64 | $81,330.08 |
DisclosureSEC source: 0001209191-22-012226 · doc4.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,838 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 16:30 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 26,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008883 · doc4.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,010 F1 · balance_after: Includes 25,606 of prior restricted stock units previously reported on Table II that are being transferred to Table I for reporting purposes. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 17:32 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Exercise / conversionRestricted Stock Units · Derivative | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070967 · doc4.xml · derivative · entry 3 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 3,333 shares Expires not disclosed 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of December 21, 2021, December 21, 2022 and December 21, 2023 subject to continued employment. F2 · derivative.expiration_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of December 21, 2021, December 21, 2022 and December 21, 2023 subject to continued employment. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 17:32 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 1,612 | $25.06 | $40,393.50 |
DisclosureSEC source: 0001209191-21-070967 · doc4.xml · nonDerivative · entry 2 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 17:32 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Exercise / conversionCommon Stock | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070967 · doc4.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 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 |
| February 18, 2021 Filed Feb 22, 2021 17:31 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantRestricted Stock Units · Derivative | 18,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012812 · doc4.xml · derivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,939 Underlying: Common Stock · 18,939 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of February 18, 2022, February 18, 2023 and February 18, 2024 subject to continued employment. F1 · derivative.exercise_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of February 18, 2022, February 18, 2023 and February 18, 2024 subject to continued employment. F1 · derivative.expiration_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of February 18, 2022, February 18, 2023 and February 18, 2024 subject to continued employment. Read SEC document |
| December 21, 2020 Filed Dec 21, 2020 16:34 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064643 · doc4.xml · derivative · entry 1 Merrill Travis D · CIK 0001605278 · EVP, Chief Strat & Cml Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of December 21, 2021, December 21, 2022 and December 21, 2023 subject to continued employment. F1 · derivative.exercise_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of December 21, 2021, December 21, 2022 and December 21, 2023 subject to continued employment. F1 · derivative.expiration_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of December 21, 2021, December 21, 2022 and December 21, 2023 subject to continued employment. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 18:21 UTC | FLIR SYSTEMS INC FLIR · Entity 139418 | GrantCommon Stock | 3,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000354908-17-000075 · wf-form4_150948844823028.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · Sr VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,391 F1 · shares: This is a grant of restricted stock units expected to vest on 10/27/2020. F2 · balance_after: Includes shares acquired through the Company's Employee Stock Purchase Plan Read SEC document |
| May 02, 2017 Filed May 2, 2017 19:18 UTC | FLIR SYSTEMS INC FLIR · Entity 139418 | SaleCommon Stock | 4,000 | $37.23 | $148,920.00 |
DisclosureSEC source: 0000354908-17-000025 · wf-form4_149376712313924.xml · nonDerivative · entry 4 Merrill Travis D · CIK 0001605278 · Sr VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,813 Read SEC document |
| April 29, 2017 Filed May 2, 2017 19:18 UTC | FLIR SYSTEMS INC FLIR · Entity 139418 | Tax withholdingCommon Stock | 1,477 | $36.98 | $54,619.46 |
DisclosureSEC source: 0000354908-17-000025 · wf-form4_149376712313924.xml · nonDerivative · entry 3 Merrill Travis D · CIK 0001605278 · Sr VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,813 Read SEC document |
| April 28, 2017 Filed May 2, 2017 19:18 UTC | FLIR SYSTEMS INC FLIR · Entity 139418 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 15,698 | $0.00 Strike: $36.73 | $0.00 |
DisclosureSEC source: 0000354908-17-000025 · wf-form4_149376712313924.xml · derivative · entry 5 Merrill Travis D · CIK 0001605278 · Sr VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,698 Underlying: Common Stock · 15,698 shares Expires 2027-04-28 Read SEC document |
| April 28, 2017 Filed May 2, 2017 19:18 UTC | FLIR SYSTEMS INC FLIR · Entity 139418 | Tax withholdingCommon Stock | 962 | $36.73 | $35,334.26 |
DisclosureSEC source: 0000354908-17-000025 · wf-form4_149376712313924.xml · nonDerivative · entry 2 Merrill Travis D · CIK 0001605278 · Sr VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,290 Read SEC document |
| April 28, 2017 Filed May 2, 2017 19:18 UTC | FLIR SYSTEMS INC FLIR · Entity 139418 | GrantCommon Stock | 3,797 | $0.00 | $0.00 |
DisclosureSEC source: 0000354908-17-000025 · wf-form4_149376712313924.xml · nonDerivative · entry 1 Merrill Travis D · CIK 0001605278 · Sr VP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,252 F1 · shares: This is a grant of restricted stock units expected to vest in equal installments on 4/28/2018, 4/28/2019 and 4/28/2020. F2 · balance_after: Includes shares acquired through the Company's Employee Stock Purchase 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.