Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | President - Horizon | 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 | 5,093 |
Reported balance
After 2022-02-23 transaction · row 1
1 source rowRow 1 · 2022-02-23 · Grant · Acquired 1,204 · Balance 5,093 |
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 21:20 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,204 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-22-000037 · wf-form4_164582397026341.xml · nonDerivative · entry 1 CLAY JEFFREY · CIK 0001807735 · President - Horizon 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,093 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:25 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000036 · wf-form4_161437827281224.xml · nonDerivative · entry 1 CLAY JEFFREY · CIK 0001807735 · President - Horizon 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 22:06 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000077 · wf-form4_158517398539637.xml · nonDerivative · entry 1 CLAY JEFFREY · CIK 0001807735 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 F1 · security: Represents shares of performance-based restricted stock that may be earned, depending on the Company's attainment of an average three-year return on invested capital performance goal for the three-year period ending December 31, 2020, 2021 or 2022. If the performance goal is not met as of the end of the performance period ending December 31, 2022, the period will be extended by one year up until December 31, 2026, then all shares will be immediately forfeited and canceled. If the performance goal is met, the shares shall vest on the later of 5th anniversary of the date of grant or on the anniversary of the date of the grant of the year following the end of the performance period during which the performance goal was met. 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.