Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAC HOLDINGS INC.GNRC · Entity 730 | Chief Operations Officer | March 01, 2022 | March 03, 2022 |
| nVent Electric plcNVT · Entity 3202 | See Remarks below | March 01, 2019 | March 05, 2019 |
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.
GENERAC HOLDINGS INC.
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,809 |
Ending reported balance
After 2022-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-01 · Grant · Acquired 803 · Balance 3,886 F1: Subject to continued service through the vesting date, the Restricted Shares shall vest in equal installments on each of the first three (3) anniversaries of the Date of Grant. Row 2 · 2022-03-01 · Tax withholding · Disposed 77 · Balance 3,809 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $315.88 · Expires 2032-03-01 | Direct | 2,004 |
Reported balance
After 2022-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-01 · Grant · Acquired 2,004 · Balance 2,004 F2: Subject to continued service through the vesting date, the Options shall vest in equal installments on each of the first four (4) anniversaries of the Date of Grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to continued service through the vesting date, the Restricted Shares shall vest in equal installments on each of the first three (3) anniversaries of the Date of Grant.
F2: Subject to continued service through the vesting date, the Options shall vest in equal installments on each of the first four (4) anniversaries of the Date of Grant.
nVent Electric plc
Report date March 01, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 13,635.17 |
Reported balance
After 2019-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-01 · Tax withholding · Disposed 236 · Balance 13,635.17 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4: End-of-period holdings include 275 shares that were distributed in settlement of deferred share units. |
| Ordinary Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 35,994.67 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,994.67 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Ordinary Shares - ESOPSEC Table I · non-derivative | Direct | 138.306 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 138.306 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Ordinary Shares - Deferral PlanSEC Table I · non-derivative | Direct | 836.857 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 836.857 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F5: Shares of nVent Electric plc will be delivered to the reporting person in accordance with their irrevocable deferral election. F4: End-of-period holdings include 275 shares that were distributed in settlement of deferred share units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F4: End-of-period holdings include 275 shares that were distributed in settlement of deferred share units.
F5: Shares of nVent Electric plc will be delivered to the reporting person in accordance with their irrevocable deferral election.
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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 3, 2022 22:41 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantStock Option (Right to Buy) · Derivative | 2,004 | $0.00 Strike: $315.88 | $0.00 |
DisclosureSEC source: 0001437749-22-005185 · rdgdoc.xml · derivative · entry 3 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,004 Underlying: Common Stock · 2,004 shares Expires 2032-03-01 F2 · derivative.exercise_date: Subject to continued service through the vesting date, the Options shall vest in equal installments on each of the first four (4) anniversaries of the Date of Grant. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:41 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | Tax withholdingCommon Stock | 77 | $315.88 | $24,322.38 |
DisclosureSEC source: 0001437749-22-005185 · rdgdoc.xml · nonDerivative · entry 2 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,809 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:41 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantCommon Stock | 803 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-005185 · rdgdoc.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,886 F1 · shares: Subject to continued service through the vesting date, the Restricted Shares shall vest in equal installments on each of the first three (3) anniversaries of the Date of Grant. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:11 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | Tax withholdingCommon Stock | 325 | $309.50 | $100,588.80 |
DisclosureSEC source: 0001437749-22-004060 · rdgdoc.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,083 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:52 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantStock Option (Right to Buy) · Derivative | 1,879 | $0.00 Strike: $335.91 | $0.00 |
DisclosureSEC source: 0001437749-21-004891 · rdgdoc.xml · derivative · entry 2 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879 Underlying: Common Stock · 1,879 shares Expires 2031-03-01 F2 · derivative.exercise_date: Subject to continued service through the vesting date, the Options shall all vest in equal installments on each of the first four (4) anniversaries of the Date of Grant. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:52 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantCommon Stock | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-004891 · rdgdoc.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,223 F1 · shares: Subject to continued service through the vesting date, the Restricted Shares shall all vest in equal installments on each of the first three (3) anniversaries of the Date of Grant. Read SEC document |
| March 01, 2021 Filed Mar 12, 2021 22:37 UTC Amendment | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantStock Option (Right to Buy) · Derivative | 1,879 | $0.00 Strike: $335.91 | $0.00 |
DisclosureSEC source: 0001437749-21-005966 · rdgdoc.xml · derivative · entry 2 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879 Underlying: Common Stock · 1,879 shares Expires 2031-03-01 F3 · derivative.exercise_date: Subject to continued service through the vesting date, the Options shall all vest in equal installments on each of the first four (4) anniversaries of the Date of Grant. Read SEC document |
| March 01, 2021 Filed Mar 12, 2021 22:37 UTC Amendment | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantCommon Stock | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-005966 · rdgdoc.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,408 F1 · shares: Subject to continued service through the vesting date, the Restricted Shares shall all vest in equal installments on each of the first three (3) anniversaries of the Date of Grant. F2 · balance_after: The reporting person's balance has been reduced by 12,815 shares to correct an inadvertent error in the amount previously reported on March 3, 2021. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:33 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | Tax withholdingCommon Stock | 326 | $351.34 | $114,535.21 |
DisclosureSEC source: 0001437749-21-003425 · rdgdoc.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,537 Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 23:03 UTC | GENERAC HOLDINGS INC. GNRC · Entity 730 | GrantCommon Stock | 3,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-003070 · rdgdoc.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,048 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:16 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 236 | $27.77 | $6,553.72 |
DisclosureSEC source: 0001567619-19-006142 · doc1.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,635.17 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4 · balance_after: End-of-period holdings include 275 shares that were distributed in settlement of deferred share units. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:12 UTC | nVent Electric plc NVT · Entity 3202 | GrantEmployee Stock Option (right to buy) · Derivative | 13,459 | $0.00 Strike: $22.51 | $0.00 |
DisclosureSEC source: 0001567619-19-000627 · doc1.xml · derivative · entry 3 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,459 Underlying: Ordinary Shares · 13,459 shares Expires 2029-01-02 F4 · kind: Employee stock option granted under the nVent Electric plc 2018 Omnibus Incentive Plan. F5 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:12 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 1,106 | $22.51 | $24,896.06 |
DisclosureSEC source: 0001567619-19-000627 · doc1.xml · nonDerivative · entry 2 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,984.638 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:12 UTC | nVent Electric plc NVT · Entity 3202 | GrantOrdinary Shares - Restricted Stock Units | 2,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000627 · doc1.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,013.696 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the nVent Electric plc 2018 Omnibus Incentive Plan. Each restricted stock unit represents a right to receive one nVent Electric plc share upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 16:11 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 3,913 | $21.59 | $84,481.67 |
DisclosureSEC source: 0001567619-18-008246 · doc1.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,013.638 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 07, 2018 Filed May 9, 2018 17:51 UTC | nVent Electric plc NVT · Entity 3202 | GrantEmployee Stock Option (right to buy) · Derivative | 12,392 | $0.00 Strike: $25.34 | $0.00 |
DisclosureSEC source: 0001140361-18-022587 · doc1.xml · derivative · entry 6 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,392 Underlying: Ordinary Shares · 12,392 shares Expires 2028-05-07 F5 · kind: Employee stock option granted under the nVent Electric plc 2018 Omnibus Incentive Plan. F6 · derivative.exercise_date: One-third of the stock options become exercisable on each of January 2, 2019, 2020 and 2021. Read SEC document |
| May 07, 2018 Filed May 9, 2018 17:51 UTC | nVent Electric plc NVT · Entity 3202 | GrantOrdinary Shares - Restricted Stock Units | 2,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022587 · doc1.xml · nonDerivative · entry 1 Pettit Thomas F · CIK 0001613910 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,049.68 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the nVent Electric plc 2018 Omnibus Incentive Plan. Each restricted stock unit represents a right to receive one nVent Electric plc share upon vesting. F2 · balance_after: Includes 47,583.68 restricted stock units ("RSUs") as a result of each outstanding Pentair plc RSU being converted into an RSU denominated in nVent Electric plc ordinary shares in a manner intended to preserve the aggregate intrinsic value of the original Pentair plc RSU in connection with the spin-off of nVent Electric plc from Pentair plc. 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.