Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Senior Vice President | August 03, 2021 | August 05, 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.
POOL CORP
Report date August 03, 2021 · Filed August 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,195 |
Ending reported balance
After 2021-08-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-03 · Sale · Disposed 7,500 · Balance 92,695 Row 2 · 2021-08-03 · Sale · Disposed 7,500 · Balance 85,195 |
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 |
|---|---|---|---|---|---|---|
| August 03, 2021 Filed Aug 5, 2021 21:14 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 7,500 | $485.00 | $3,637,500.00 |
DisclosureSEC source: 0000945841-21-000152 · wf-form4_162819801745116.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,195 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 21:14 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 7,500 | $480.00 | $3,600,000.00 |
DisclosureSEC source: 0000945841-21-000152 · wf-form4_162819801745116.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,695 Read SEC document |
| February 28, 2021 Filed Mar 1, 2021 22:07 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,181 | $334.77 | $395,363.37 |
DisclosureSEC source: 0000945841-21-000049 · wf-form4_161463641055081.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · Senior Vice President/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,195 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:07 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,771 | $322.99 | $572,015.29 |
DisclosureSEC source: 0000945841-21-000049 · wf-form4_161463641055081.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · Senior Vice President/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,376 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:24 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 2,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000035 · wf-form4_161437822687468.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,147 Read SEC document |
| November 04, 2020 Filed Nov 7, 2020 00:07 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 3,799 | $370.09 | $1,405,960.51 |
DisclosureSEC source: 0000945841-20-000218 · wf-form4_160470762348515.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,505 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $370.00 to $370.53, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| October 27, 2020 Filed Oct 28, 2020 20:35 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 1,201 | $370.01 | $444,382.01 |
DisclosureSEC source: 0000945841-20-000204 · wf-form4_160391733613299.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,304 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $370.00 to $370.12, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 20:35 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 5,000 | $360.24 | $1,801,175.00 |
DisclosureSEC source: 0000945841-20-000204 · wf-form4_160391733613299.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,505 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $360.00 to $360.585, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 21:10 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 5,000 | $315.00 | $1,575,000.00 |
DisclosureSEC source: 0000945841-20-000182 · wf-form4_159657527675830.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,505 Read SEC document |
| July 29, 2020 Filed Jul 30, 2020 23:58 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 4,735 | $311.00 | $1,472,585.00 |
DisclosureSEC source: 0000945841-20-000159 · wf-form4_159615052089296.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,505 Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:58 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 265 | $311.00 | $82,415.00 |
DisclosureSEC source: 0000945841-20-000159 · wf-form4_159615052089296.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,240 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:21 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000066 · wf-form4_158327406421391.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,503 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:09 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 4,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000053 · wf-form4_158292777863175.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,979 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:09 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,460 | $220.01 | $321,214.60 |
DisclosureSEC source: 0000945841-20-000053 · wf-form4_158292777863175.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,689 Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 22:29 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 5,000 | $214.84 | $1,074,200.00 |
DisclosureSEC source: 0000945841-19-000149 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,919.921 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 22:42 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 7 | $200.00 | $1,400.00 |
DisclosureSEC source: 0000945841-19-000139 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,919.921 Read SEC document |
| August 09, 2019 Filed Aug 15, 2019 22:03 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 1,429 | $200.00 | $285,800.00 |
DisclosureSEC source: 0000945841-19-000133 · edgardoc.xml · nonDerivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,926.921 Read SEC document |
| March 15, 2019 Filed Feb 13, 2020 22:03 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,771 | $156.98 | $278,011.58 |
DisclosureSEC source: 0000945841-20-000021 · wf-form5_158163136392191.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,585 Read SEC document |
| March 05, 2019 Filed Aug 15, 2019 22:03 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $18.44 | $0.00 |
DisclosureSEC source: 0000945841-19-000133 · edgardoc.xml · derivative · entry 4 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,000 shares Expires 2019-05-05 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 |
| March 05, 2019 Filed Aug 15, 2019 22:03 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 13,000 | $160.05 | $2,080,624.00 |
DisclosureSEC source: 0000945841-19-000133 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,355.921 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.00 to $160.15, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 05, 2019 Filed Aug 15, 2019 22:03 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 13,000 | $18.44 | $239,720.00 |
DisclosureSEC source: 0000945841-19-000133 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,355.921 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 |
| February 27, 2019 Filed Mar 1, 2019 22:36 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 5,140 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-19-000028 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,457.921 Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 22:36 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 3,358 | $160.66 | $539,496.28 |
DisclosureSEC source: 0000945841-19-000028 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,317.921 Read SEC document |
| February 27, 2019 Filed Mar 6, 2019 00:02 UTC Amendment | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,460 | $160.66 | $234,563.60 |
DisclosureSEC source: 0000945841-19-000034 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,355.921 F1 · shares: On March 1, 2019, the reporting person mistakenly reported the wrong number of shares withheld for tax liability due to vesting of restricted stock. Read SEC document |
| February 27, 2019 Filed Mar 7, 2019 22:02 UTC Amendment | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,460 | $160.66 | $234,563.60 |
DisclosureSEC source: 0000945841-19-000036 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,355.921 F1 · shares: On March 1, 2019, the reporting person mistakenly reported the wrong number of shares withheld for tax liability due to vesting of restricted stock. Read SEC document |
| December 26, 2018 Filed Feb 13, 2019 22:19 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-19-000005 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,672.921 Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:22 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,473 | $0.00 Strike: $18.44 | $0.00 |
DisclosureSEC source: 0000945841-18-000098 · edgardoc.xml · derivative · entry 6 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 5,473 shares Expires 2019-05-05 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 22, 2018 Filed Aug 23, 2018 22:22 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 5,473 | $162.33 | $888,405.82 |
DisclosureSEC source: 0000945841-18-000098 · edgardoc.xml · nonDerivative · entry 4 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,700.921 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.20 to $162.59, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:22 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 5,473 | $18.44 | $100,922.12 |
DisclosureSEC source: 0000945841-18-000098 · edgardoc.xml · nonDerivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,173.921 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 21, 2018 Filed Aug 23, 2018 22:22 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,527 | $0.00 Strike: $18.44 | $0.00 |
DisclosureSEC source: 0000945841-18-000098 · edgardoc.xml · derivative · entry 5 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,473 Underlying: Common Stock · 7,527 shares Expires 2019-05-05 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 21, 2018 Filed Aug 23, 2018 22:22 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 7,527 | $162.24 | $1,221,194.78 |
DisclosureSEC source: 0000945841-18-000098 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,700.921 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.20 to $162.30, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 22:22 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 7,527 | $18.44 | $138,797.88 |
DisclosureSEC source: 0000945841-18-000098 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,227.921 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 11, 2018 Filed May 14, 2018 22:26 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $18.44 | $0.00 |
DisclosureSEC source: 0000945841-18-000080 · edgardoc.xml · derivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 Underlying: Common Stock · 13,000 shares Expires 2019-05-05 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 11, 2018 Filed May 14, 2018 22:26 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 13,000 | $150.00 | $1,950,000.00 |
DisclosureSEC source: 0000945841-18-000080 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,700.921 Read SEC document |
| May 11, 2018 Filed May 14, 2018 22:26 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 13,000 | $18.44 | $239,720.00 |
DisclosureSEC source: 0000945841-18-000080 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,700.921 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 |
| February 28, 2018 Filed Mar 3, 2018 01:59 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000045 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,700.921 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, 2018, 2019 or 2020. If the performance goal is not met as of the end of the performance period ending December 31, 2020, the period will be extended by one year up until December 31, 2024, then all shares will be immediately forfeited and canceled. If the performance goal is met, 50% of the shares shall vest on March 1st of the year following the end of the performance period during which the performance goal was met and 50% on the 5th anniversary of the date of grant. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 00:27 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 2,667 | $140.56 | $374,873.52 |
DisclosureSEC source: 0000945841-18-000029 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,700.921 Read SEC document |
| February 26, 2018 Filed Mar 1, 2018 00:27 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 2,223 | $142.53 | $316,844.19 |
DisclosureSEC source: 0000945841-18-000029 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,367.921 Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:59 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $20.34 | $0.00 |
DisclosureSEC source: 0000945841-18-000015 · edgardoc.xml · derivative · entry 6 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2018-02-26 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 |
| February 22, 2018 Filed Feb 27, 2018 00:59 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 3,226 | $143.11 | $461,676.09 |
DisclosureSEC source: 0000945841-18-000015 · edgardoc.xml · nonDerivative · entry 5 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,590.921 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.85 to $143.8201, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:59 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 17,625 | $142.13 | $2,505,124.09 |
DisclosureSEC source: 0000945841-18-000015 · edgardoc.xml · nonDerivative · entry 4 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,816.921 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.81 to $142.8001, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:59 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 12,649 | $141.38 | $1,788,301.71 |
DisclosureSEC source: 0000945841-18-000015 · edgardoc.xml · nonDerivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,441.921 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.81 to $141.80, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:59 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 6,500 | $140.44 | $912,844.40 |
DisclosureSEC source: 0000945841-18-000015 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,090.921 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.81 to $140.7901, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:59 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 40,000 | $20.34 | $813,600.00 |
DisclosureSEC source: 0000945841-18-000015 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,590.921 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 |
| March 01, 2017 Filed Mar 4, 2017 00:38 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,968 | $0.00 Strike: $37.85 | $0.00 |
DisclosureSEC source: 0000945841-17-000055 · edgardoc.xml · derivative · entry 4 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,968 shares Expires 2017-05-08 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 |
| March 01, 2017 Filed Mar 4, 2017 00:38 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000055 · edgardoc.xml · nonDerivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,583.921 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, 2017, 2018 or 2019. If the performance goal is not met as of the end of the performance period ending December 31, 2019, the period will be extended by one year up until December 31, 2023, then all shares will be immediately forfeited and canceled. If the performance goal is met, 50% of the shares shall vest on March 1st of the year following the end of the performance period during which the performance goal was met and 50% on the 5th anniversary of the date of grant. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:38 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 4,968 | $117.25 | $582,498.00 |
DisclosureSEC source: 0000945841-17-000055 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,083.921 Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:38 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 4,968 | $37.85 | $188,038.80 |
DisclosureSEC source: 0000945841-17-000055 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,051.921 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 |
| February 28, 2017 Filed Mar 1, 2017 23:30 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 3,388 | $114.71 | $388,637.48 |
DisclosureSEC source: 0000945841-17-000044 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,083.921 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:38 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,932 | $0.00 Strike: $37.85 | $0.00 |
DisclosureSEC source: 0000945841-17-000036 · edgardoc.xml · derivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,968 Underlying: Common Stock · 1,932 shares Expires 2017-05-08 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.