Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESCO TECHNOLOGIES INCESE · Entity 3711 | Director | January 04, 2022 | January 06, 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.
ESCO TECHNOLOGIES INC
Report date January 04, 2022 · Filed January 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,084 |
Reported balance
After 2022-01-04 transaction · row 1
1 source rowRow 1 · 2022-01-04 · Exercise / conversion · Acquired 1,805 · Balance 25,084 F1: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0.8976 |
Reported balance
After 2022-01-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-04 · Exercise / conversion · Disposed 1,805 · Balance 0.8976 F1: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2: RSUs were granted January 4, 2021, vesting one year after grant date. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-01-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-04 · Disposition to issuer · Disposed 0.8976 · Balance 0 F1: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2: RSUs were granted January 4, 2021, vesting one year after grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date.
F2: RSUs were granted January 4, 2021, vesting one year after grant date.
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 |
|---|---|---|---|---|---|---|
| January 04, 2022 Filed Jan 6, 2022 15:50 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Disposition to issuerRestricted Share Units · Derivative | 0.8976 | $88.24 Strike: $0.00 | $79.20 |
DisclosureSEC source: 0001567619-22-000683 · doc1.xml · derivative · entry 3 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0.8976 shares Expires not disclosed F1 · shares: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2 · derivative.exercise_date: RSUs were granted January 4, 2021, vesting one year after grant date. F2 · derivative.expiration_date: RSUs were granted January 4, 2021, vesting one year after grant date. F1 · derivative.underlying_shares: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 15:50 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Exercise / conversionRestricted Share Units · Derivative | 1,805 | $88.24 Strike: $0.00 | $159,273.20 |
DisclosureSEC source: 0001567619-22-000683 · doc1.xml · derivative · entry 2 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0.8976 Underlying: Common Stock · 1,805 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 · shares: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2 · derivative.exercise_date: RSUs were granted January 4, 2021, vesting one year after grant date. F2 · derivative.expiration_date: RSUs were granted January 4, 2021, vesting one year after grant date. F1 · derivative.underlying_shares: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 15:50 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Exercise / conversionCommon Stock | 1,805 | $88.24 | $159,273.20 |
DisclosureSEC source: 0001567619-22-000683 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,084 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 · shares: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2021, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 20:19 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1.708 | $84.51 | $144.34 |
DisclosureSEC source: 0001567619-21-018397 · doc1.xml · derivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,805.8977 Underlying: Common Stock · 1.708 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 19:40 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1.518 | $95.00 | $144.21 |
DisclosureSEC source: 0001567619-21-013707 · doc1.xml · derivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,804.1897 Underlying: Common Stock · 1.518 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 19:37 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1.3141 | $109.66 | $144.10 |
DisclosureSEC source: 0001567619-21-008280 · doc1.xml · derivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802.6717 Underlying: Common Stock · 1.3141 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 14:29 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | SaleCommon Stock | 2,000 | $105.98 | $211,960.00 |
DisclosureSEC source: 0001567619-21-004634 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,279 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $105.82 to $106.24, inclusive. The reporting person will provide, upon request of the Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 22:08 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1.3576 | $106.07 | $144.00 |
DisclosureSEC source: 0001567619-21-001261 · doc1.xml · derivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801.3576 Underlying: Common Stock · 1.3576 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents represent unvested shares and become payable in common stock and/or cash when the underlying shares vest. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 20:09 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1,800 | $99.98 | $179,964.00 |
DisclosureSEC source: 0001567619-21-000201 · doc1.xml · derivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 19:59 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 1,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000283 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,279 Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 15:57 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | SaleCommon Stock | 4,177 | $69.36 | $289,716.72 |
DisclosureSEC source: 0001567619-19-004953 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,350 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $69.20 to $69.61, inclusive. The reporting person will provide, upon request of the Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 19:18 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 2,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000209 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,527 Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 15:13 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | SaleCommon Stock | 4,288 | $61.90 | $265,427.20 |
DisclosureSEC source: 0001140361-18-008766 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,750 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $61.90 to $61.95, inclusive. The reporting person will provide, upon request of the Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 20:25 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 2,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-000412 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,038 Read SEC document |
| October 02, 2017 Filed Oct 2, 2017 19:30 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037101 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,050 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:06 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-027289 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,150 Read SEC document |
| April 03, 2017 Filed Apr 3, 2017 18:26 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-014312 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,250 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:24 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | SaleCommon Stock | 3,600 | $54.76 | $197,136.00 |
DisclosureSEC source: 0001140361-17-009851 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,350 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $54.10 to $55.15, inclusive. The reporting person will provide, upon request of the Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 17:40 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000060 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,950 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 15:49 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-081514 · doc1.xml · nonDerivative · entry 1 SOLLEY LARRY W · CIK 0001216232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,050 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.