Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | Chief Operating Officer | August 19, 2026 | August 21, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Director | August 26, 2026 | August 28, 2026 |
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.
Parker-Hannifin Corp
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $1,023.25 · Expires 2036-08-18 | Direct | 6,777 |
Reported balance
After 2026-08-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 6,777 · Balance 6,777 F1: The Stock Appreciation Rights award vests in three equal annual installments beginning 8/19/27. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Appreciation Rights award vests in three equal annual installments beginning 8/19/27.
Symbotic Inc.
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,672 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Exercise / conversion · Acquired 2,568 · Balance 7,672 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,137 |
Reported balance
After 2026-08-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-26 · Exercise / conversion · Disposed 2,568 · Balance 5,137 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F3: On August 26, 2025, the Reporting Person was granted 7,705 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of August 26, 2026, August 26, 2027 and August 26, 2028, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Class A common stock on a one-for-one basis.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F3: On August 26, 2025, the Reporting Person was granted 7,705 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of August 26, 2026, August 26, 2027 and August 26, 2028, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| December 06, 2013 Filed Dec 10, 2013 18:23 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 5,100 | $65.34 | $333,234.00 |
DisclosureSEC source: 0000076334-13-000205 · edgar.xml · nonDerivative · entry 2 Ross Andrew D · CIK 0001554099 · VP, Pres-Engineered Materials 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,330 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 14, 2013 Filed Aug 15, 2013 21:07 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 12,000 | $0.00 Strike: $106.18 | $0.00 |
DisclosureSEC source: 0000076334-13-000142 · edgar.xml · derivative · entry 1 Ross Andrew D · CIK 0001554099 · VP, Pres-Engineered Materials 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2023-08-13 F1 · derivative.exercise_date: The SAR vests in three equal annual installments beginning 8/14/2014. Read SEC document |
| May 17, 2013 Filed May 21, 2013 19:59 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionStock Appreciation Rights · Derivative | 6,382 | $0.00 Strike: $60.93 | $0.00 |
DisclosureSEC source: 0000076334-13-000083 · edgar.xml · derivative · entry 7 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,382 shares Expires 2017-08-14 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 · derivative.exercise_date: The SAR vested in three equal annual installments beginning 8/15/2008. Read SEC document |
| May 17, 2013 Filed May 21, 2013 19:59 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 300 | $99.16 | $29,748.00 |
DisclosureSEC source: 0000076334-13-000083 · edgar.xml · nonDerivative · entry 6 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376 Read SEC document |
| May 17, 2013 Filed May 21, 2013 19:59 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 400 | $99.15 | $39,660.80 |
DisclosureSEC source: 0000076334-13-000083 · edgar.xml · nonDerivative · entry 5 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,676 Read SEC document |
| May 17, 2013 Filed May 21, 2013 19:59 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 951 | $99.15 | $94,292.60 |
DisclosureSEC source: 0000076334-13-000083 · edgar.xml · nonDerivative · entry 4 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076 Read SEC document |
| May 17, 2013 Filed May 21, 2013 19:59 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 4,731 | $99.15 | $469,078.65 |
DisclosureSEC source: 0000076334-13-000083 · edgar.xml · nonDerivative · entry 3 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,027 Read SEC document |
| May 17, 2013 Filed May 21, 2013 19:59 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 6,382 | $60.93 | $388,876.96 |
DisclosureSEC source: 0000076334-13-000083 · edgar.xml · nonDerivative · entry 2 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,758 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 |
| April 17, 2013 Filed Apr 19, 2013 17:23 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 322 | $87.01 | $28,017.22 |
DisclosureSEC source: 0000076334-13-000061 · edgar.xml · nonDerivative · entry 3 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376 Read SEC document |
| April 17, 2013 Filed Apr 19, 2013 17:23 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-13-000061 · edgar.xml · nonDerivative · entry 2 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,698 Read SEC document |
| February 12, 2013 Filed Feb 14, 2013 18:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionStock Appreciation Rights · Derivative | 6,231 | $0.00 Strike: $49.46 | $0.00 |
DisclosureSEC source: 0000076334-13-000038 · edgar.xml · derivative · entry 7 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,231 shares Expires 2019-08-11 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. F2 · derivative.exercise_date: The SAR vested in three equal annual installments beginning 8/12/2010. Read SEC document |
| February 12, 2013 Filed Feb 14, 2013 18:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionStock Appreciation Rights · Derivative | 4,950 | $0.00 Strike: $49.75 | $0.00 |
DisclosureSEC source: 0000076334-13-000038 · edgar.xml · derivative · entry 6 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,950 shares Expires 2016-08-15 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 · derivative.exercise_date: The SAR vested in three equal annual installments beginning 8/16/2007. Read SEC document |
| February 12, 2013 Filed Feb 14, 2013 18:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 3,580 | $95.20 | $340,826.74 |
DisclosureSEC source: 0000076334-13-000038 · edgar.xml · nonDerivative · entry 5 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 Read SEC document |
| February 12, 2013 Filed Feb 14, 2013 18:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 7,601 | $95.29 | $724,299.29 |
DisclosureSEC source: 0000076334-13-000038 · edgar.xml · nonDerivative · entry 4 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,302 Read SEC document |
| February 12, 2013 Filed Feb 14, 2013 18:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 6,231 | $49.46 | $308,185.26 |
DisclosureSEC source: 0000076334-13-000038 · edgar.xml · nonDerivative · entry 3 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,903 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 12, 2013 Filed Feb 14, 2013 18:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 4,950 | $49.75 | $246,279.33 |
DisclosureSEC source: 0000076334-13-000038 · edgar.xml · nonDerivative · entry 2 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,672 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 15, 2012 Filed Aug 16, 2012 21:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 9,750 | $0.00 Strike: $81.86 | $0.00 |
DisclosureSEC source: 0000076334-12-000052 · edgar.xml · derivative · entry 1 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 Underlying: Common Stock · 9,750 shares Expires 2022-08-14 F1 · derivative.exercise_date: The SAR vests in three equal annual installments beginning 8/15/2013. Read SEC document |
| August 05, 2012 Filed Aug 7, 2012 19:46 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 99 | $79.97 | $7,917.03 |
DisclosureSEC source: 0000076334-12-000018 · edgar.xml · nonDerivative · entry 2 Ross Andrew D · CIK 0001554099 · VP and President - Seal Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 Read SEC document |
| August 05, 2012 Filed Aug 6, 2013 20:36 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 146 | $105.47 | $15,398.62 |
DisclosureSEC source: 0000076334-13-000107 · edgar.xml · nonDerivative · entry 2 Ross Andrew D · CIK 0001554099 · VP, Pres-Engineered Materials 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,230 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.