Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMERSON ELECTRIC COEMR · Entity 2942 | Exec. Pres Comm & Res Sols | December 01, 2022 | December 07, 2022 |
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.
EMERSON ELECTRIC CO
Report date December 01, 2022 · Filed December 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,723 |
Reported balance
After 2022-12-01 transaction · row 1
1 source rowRow 1 · 2022-12-01 · Gift · Disposed 105 · Balance 74,723 F1: Bona fide gift by the Reporting Person of 105 shares to a charitable trust. F2: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. |
| Common StockSEC Table I · non-derivative | Indirect401(k) plan | 370.341 |
Reported balance
Holding disclosure · report date 2022-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 370.341 |
| Common StockSEC Table I · non-derivative | Indirect401(k) excess plan | 129.551 |
Reported balance
Holding disclosure · report date 2022-12-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 129.551 |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift by the Reporting Person of 105 shares to a charitable trust.
F2: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.
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 |
|---|---|---|---|---|---|---|
| December 01, 2022 Filed Dec 7, 2022 22:14 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-22-000245 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,723 F1 · kind: Bona fide gift by the Reporting Person of 105 shares to a charitable trust. F1 · shares: Bona fide gift by the Reporting Person of 105 shares to a charitable trust. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 13:56 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 2,238 | $90.45 | $202,427.10 |
DisclosureSEC source: 0000950138-22-000223 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,828 F1 · kind: Shares withheld for required minimum taxes upon vesting of previously reported stock grant under shareholder approved benefit plan exempt pursuant to Rule 16b-3. F1 · shares: Shares withheld for required minimum taxes upon vesting of previously reported stock grant under shareholder approved benefit plan exempt pursuant to Rule 16b-3. F2 · price: Fair market value on date of the vesting described in Note 1. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 21:29 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 6,996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-22-000217 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,066 F1 · kind: Acquisition of 6,996 shares pursuant to Rule 16b-3 upon payout of 12,720 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2022. Of these 12,720 units, 6,996 units were paid in shares of Issuer stock, with the remaining 5,724 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to the acquisitions described in Note 1. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 21:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,000 | Not disclosed Strike: $47.93 | Not disclosed |
DisclosureSEC source: 0000950138-22-000192 · edgar.xml · derivative · entry 6 Froedge James · CIK 0001823357 · Exec. Pres. Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2022-10-01 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 · kind: Exercise of 1,742 non-qualified stock options and 6,258 incentive stock options exempt under Rule 16b-3. F1 · shares: Exercise of 1,742 non-qualified stock options and 6,258 incentive stock options exempt under Rule 16b-3. F5 · price: Price is not applicable to stock options received as incentive compensation. F4 · derivative.exercise_date: The options vested in three equal annual installments beginning on the date indicated. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 21:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 232 | $86.68 | $20,109.18 |
DisclosureSEC source: 0000950138-22-000192 · edgar.xml · nonDerivative · entry 3 Froedge James · CIK 0001823357 · Exec. Pres. Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,070 F3 · kind: Shares withheld for taxes exempt under Rule 16b-3 resulting from non-qualified stock option exercise. F3 · shares: Shares withheld for taxes exempt under Rule 16b-3 resulting from non-qualified stock option exercise. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 21:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Tax withholdingCommon Stock | 4,425 | $86.68 | $383,547.94 |
DisclosureSEC source: 0000950138-22-000192 · edgar.xml · nonDerivative · entry 2 Froedge James · CIK 0001823357 · Exec. Pres. Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,302 F2 · kind: Payment of option exercise price by delivering securities. F2 · shares: Payment of option exercise price by delivering securities. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 21:22 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | Exercise / conversionCommon Stock | 8,000 | $47.93 | $383,440.00 |
DisclosureSEC source: 0000950138-22-000192 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres. Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,727 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 · kind: Exercise of 1,742 non-qualified stock options and 6,258 incentive stock options exempt under Rule 16b-3. F1 · shares: Exercise of 1,742 non-qualified stock options and 6,258 incentive stock options exempt under Rule 16b-3. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:00 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 6,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-21-000487 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,727 F1 · kind: Acquisition of 6,277 shares pursuant to Rule 16b-3 upon payout of 11,413 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2021. Of these 11,413 units, 6,277 units were paid in shares of Issuer stock, with the remaining 5,136 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to the acquisitions described in Note 1. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:32 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 12,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-21-000119 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,450 F1 · kind: Grant of restricted stock under shareholder approved benefit plan exempt pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:27 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GiftCommon Stock | 320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000487 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,450 F1 · kind: Bona fide gift by the Reporting Person of 320 shares to a charitable trust. F1 · shares: Bona fide gift by the Reporting Person of 320 shares to a charitable trust. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:09 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | SaleCommon Stock | 6,540 | $77.41 | $506,250.94 |
DisclosureSEC source: 0000950138-20-000462 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,770 F1 · price: The price in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.40 to $77.425. The Reporting Person undertakes to provide Emerson Electric Co., any securityholder of Emerson Electric Co. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:57 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000444 · edgar.xml · nonDerivative · entry 2 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,310 F3 · kind: Grant of restricted stock under shareholder approved benefit plan exempt pursuant to Rule 16b-3(d). F3 · shares: Grant of restricted stock under shareholder approved benefit plan exempt pursuant to Rule 16b-3(d). F4 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:57 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 6,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000444 · edgar.xml · nonDerivative · entry 1 Froedge James · CIK 0001823357 · Exec. Pres Comm & Res Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,310 F1 · kind: Acquisition of 6,875 shares pursuant to Rule 16b-3 upon payout of 12,500 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2020. Of these 12,500 units, 6,875 units were paid in shares of Issuer stock, with the remaining 5,625 units paid in cash to cover the reporting person's tax obligations. F1 · shares: Acquisition of 6,875 shares pursuant to Rule 16b-3 upon payout of 12,500 earned units under a performance share award under a shareholder-approved benefit plan. The payout was based on the level of achievement of financial targets for the performance period ended September 30, 2020. Of these 12,500 units, 6,875 units were paid in shares of Issuer stock, with the remaining 5,625 units paid in cash to cover the reporting person's tax obligations. F2 · price: Price is not applicable to acquisitions described in Note 1. 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.