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 |
|---|---|---|---|---|---|---|
| February 27, 2017 Filed Feb 28, 2017 22:38 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 1,932 | $117.25 | $226,527.00 |
DisclosureSEC source: 0000945841-17-000036 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,338.921 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:38 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 1,932 | $37.85 | $73,126.20 |
DisclosureSEC source: 0000945841-17-000036 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,270.921 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, 2017 Filed Mar 1, 2017 23:30 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 1,867 | $117.15 | $218,719.05 |
DisclosureSEC source: 0000945841-17-000044 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,471.921 Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 00:43 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 600 | $0.00 Strike: $37.85 | $0.00 |
DisclosureSEC source: 0000945841-17-000026 · edgardoc.xml · derivative · entry 3 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 Underlying: Common Stock · 600 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 |
| February 21, 2017 Filed Feb 24, 2017 00:43 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 600 | $117.36 | $70,414.98 |
DisclosureSEC source: 0000945841-17-000026 · edgardoc.xml · nonDerivative · entry 2 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,334.921 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.25 to $117.425, 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 21, 2017 Filed Feb 24, 2017 00:43 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 600 | $37.85 | $22,710.00 |
DisclosureSEC source: 0000945841-17-000026 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,934.921 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 |
| December 29, 2016 Filed Feb 14, 2017 22:57 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000010 · edgardoc.xml · nonDerivative · entry 1 Joslin Mark W · CIK 0001300372 · SENIOR VICE PRESIDENT/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,334.921 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.