Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zurn Elkay Water Solutions CorpZWS · Entity 3659 | VP & Gen Mgr-Digital Solutions | October 29, 2021 | November 03, 2021 |
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.
Zurn Elkay Water Solutions Corp
Report date October 29, 2021 · Filed November 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,686 |
Ending reported balance
After 2021-10-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-10-29 · Grant · Acquired 34,569 · Balance 43,798 F1: Acquisition of shares for no consideration upon the vesting of performance stock units, based on Zurn Water Solutions Corporation's performance during performance periods ended September 30, 2021. Row 2 · 2021-10-29 · Sale · Disposed 15,112 · Balance 28,686 F2: Shares were sold to satisfy tax withholding obligations in connection with the vesting of performance stock units. F3: This transaction was executed in multiple trades at prices ranging from $35.23 to $36.64. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 288 |
Reported balance
Holding disclosure · report date 2021-10-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 288 F4: Based on information from the trustee of the 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of shares for no consideration upon the vesting of performance stock units, based on Zurn Water Solutions Corporation's performance during performance periods ended September 30, 2021.
F2: Shares were sold to satisfy tax withholding obligations in connection with the vesting of performance stock units.
F3: This transaction was executed in multiple trades at prices ranging from $35.23 to $36.64. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F4: Based on information from the trustee of the 401(k) Plan.
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 |
|---|---|---|---|---|---|---|
| October 29, 2021 Filed Nov 3, 2021 01:19 UTC | Zurn Elkay Water Solutions Corp ZWS · Entity 3659 | SaleCommon Stock | 15,112 | $36.04 | $544,603.23 |
DisclosureSEC source: 0001439288-21-000241 · wf-form4_163590236009018.xml · nonDerivative · entry 2 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,686 F2 · shares: Shares were sold to satisfy tax withholding obligations in connection with the vesting of performance stock units. F3 · price: This transaction was executed in multiple trades at prices ranging from $35.23 to $36.64. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:19 UTC | Zurn Elkay Water Solutions Corp ZWS · Entity 3659 | GrantCommon Stock | 34,569 | $33.05 | $1,142,505.45 |
DisclosureSEC source: 0001439288-21-000241 · wf-form4_163590236009018.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,798 F1 · price: Acquisition of shares for no consideration upon the vesting of performance stock units, based on Zurn Water Solutions Corporation's performance during performance periods ended September 30, 2021. Read SEC document |
| October 07, 2021 Filed Oct 8, 2021 00:24 UTC | Zurn Elkay Water Solutions Corp ZWS · Entity 3659 | GrantCommon Stock | 4,692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-21-000190 · wf-form4_163365263872387.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,229 F1 · price: Represents an adjustment of outstanding RSUs pursuant to the terms of the Zurn Water Solutions Corporation Performance Incentive Plan (the "Plan") to reflect the impact of the issuer's spin-off of its PMC business, which closed on October 4, 2021 (the "Spin-Off"). Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:19 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionStock Option (right to buy) · Derivative | 2,514 | $0.00 Strike: $28.91 | $0.00 |
DisclosureSEC source: 0001439288-21-000165 · wf-form4_162984354517630.xml · derivative · entry 7 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,514 shares Expires 2028-05-25 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. F3 · derivative.exercise_date: Option fully vested. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:19 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionStock Option (right to buy) · Derivative | 1,542 | $0.00 Strike: $23.13 | $0.00 |
DisclosureSEC source: 0001439288-21-000165 · wf-form4_162984354517630.xml · derivative · entry 6 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,542 shares Expires 2027-05-19 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. F3 · derivative.exercise_date: Option fully vested. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:19 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | SaleCommon Stock | 3,449 | $60.18 | $207,571.86 |
DisclosureSEC source: 0001439288-21-000165 · wf-form4_162984354517630.xml · nonDerivative · entry 4 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,537 F1 · price: This transaction was executed in multiple trades at prices ranging from $60.1808 to $60.1832. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:19 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | SaleCommon Stock | 4,056 | $60.20 | $244,171.61 |
DisclosureSEC source: 0001439288-21-000165 · wf-form4_162984354517630.xml · nonDerivative · entry 3 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,986 Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:19 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionCommon Stock | 2,514 | $28.91 | $72,679.74 |
DisclosureSEC source: 0001439288-21-000165 · wf-form4_162984354517630.xml · nonDerivative · entry 2 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,042 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. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 22:19 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Exercise / conversionCommon Stock | 1,542 | $23.13 | $35,666.46 |
DisclosureSEC source: 0001439288-21-000165 · wf-form4_162984354517630.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,528 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. Read SEC document |
| May 25, 2021 Filed May 28, 2021 00:45 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | SaleCommon Stock | 219 | $50.00 | $10,950.37 |
DisclosureSEC source: 0001439288-21-000139 · wf-form4_162216264570328.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,986 F1 · shares: Shares were sold to satisfy tax withholding obligations and related fees in connection with the vesting of restricted stock units. F2 · price: This transaction was executed in multiple trades at prices ranging from $49.72 to $50.71. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| May 13, 2021 Filed May 14, 2021 22:56 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | SaleCommon Stock | 186 | $50.14 | $9,326.04 |
DisclosureSEC source: 0001439288-21-000105 · wf-form4_162103300474691.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,205 F1 · price: Shares were withheld to satisfy tax obligations and related fees in connection with the vesting of restricted stock units. Read SEC document |
| May 04, 2021 Filed May 6, 2021 21:51 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | Tax withholdingCommon Stock | 628 | $51.10 | $32,090.80 |
DisclosureSEC source: 0001439288-21-000086 · wf-form4_162033785697791.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,391 F1 · shares: Shares were withheld to satisfy tax obligations in connection with the vesting of restricted stock units. F1 · price: Shares were withheld to satisfy tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:02 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 1,996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-21-000037 · wf-form4_161368932259213.xml · nonDerivative · entry 1 Dua Chirag · CIK 0001819488 · VP & Gen Mgr-Digital Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,019 F1 · price: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment. 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.