Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Vice President Of Operations A | February 23, 2022 | February 25, 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.
POOL CORP
Report date February 23, 2022 · Filed February 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,453 |
Reported balance
After 2022-02-23 transaction · row 1
1 source rowRow 1 · 2022-02-23 · Grant · Acquired 182 · Balance 2,453 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $415.42 · Expires 2032-02-23 | Direct | 588 |
Reported balance
After 2022-02-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-02-23 · Grant · Acquired 588 · Balance 588 |
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 23, 2022 Filed Feb 25, 2022 21:17 UTC | POOL CORP POOL · Entity 3738 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 588 | $0.00 Strike: $415.42 | $0.00 |
DisclosureSEC source: 0000945841-22-000034 · wf-form4_164582381282208.xml · derivative · entry 2 COLLIER DAVID B. · CIK 0001817277 · Vice President Of Operations A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588 Underlying: Common Stock · 588 shares Expires 2032-02-23 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:17 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-22-000034 · wf-form4_164582381282208.xml · nonDerivative · entry 1 COLLIER DAVID B. · CIK 0001817277 · Vice President Of Operations A 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:23 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000034 · wf-form4_161437819297282.xml · nonDerivative · entry 1 COLLIER DAVID B. · CIK 0001817277 · VP OPERATIONS & SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271 Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 21:48 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000135 · wf-form4_159424490093528.xml · nonDerivative · entry 1 COLLIER DAVID B. · CIK 0001817277 · VP OPERATIONS & SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,485 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.