Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | VP & Pres-Filtration Grp. | August 19, 2026 | August 21, 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 | 3,241 |
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 3,241 · Balance 3,241 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.
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 19, 2026 Filed Aug 21, 2026 20:04 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Rights · Derivative | 3,241 | $0.00 Strike: $1,023.25 | $0.00 |
DisclosureSEC source: 0000076334-26-000107 · form4.xml · derivative · entry 1 Jacobson Matthew A. · CIK 0002072366 · VP & Pres-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,241 Underlying: Common Stock · 3,241 shares Expires 2036-08-18 F1 · derivative.exercise_date: The Stock Appreciation Rights award vests in three equal annual installments beginning 8/19/27. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:29 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 585 | $954.43 | $558,341.55 |
DisclosureSEC source: 0000076334-26-000063 · form4.xml · nonDerivative · entry 2 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,839 F1 · balance_after: Includes the Restricted Stock Unit award, which was granted on November 1, 2023 and vests on November 1, 2026. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:29 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-26-000063 · form4.xml · nonDerivative · entry 1 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:30 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionStock Appreciation Rights · Derivative | 970 | $0.00 Strike: $166.49 | $0.00 |
DisclosureSEC source: 0000076334-26-000014 · form4.xml · derivative · entry 5 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 970 shares Expires 2028-08-14 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. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:30 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 564 | $949.94 | $535,766.16 |
DisclosureSEC source: 0000076334-26-000014 · form4.xml · nonDerivative · entry 3 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · balance_after: Includes the Restricted Stock Unit award, which was granted on November 1, 2023 and vests on November 1, 2026. Because of a typographical error, the Form 3 filed on July 11, 2025 incorrectly reported a vesting date of November 30, 2026. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:30 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 406 | $949.57 | $385,525.42 |
DisclosureSEC source: 0000076334-26-000014 · form4.xml · nonDerivative · entry 2 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:30 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 970 | $166.49 | $161,495.30 |
DisclosureSEC source: 0000076334-26-000014 · form4.xml · nonDerivative · entry 1 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,970 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 20, 2025 Filed Aug 22, 2025 20:32 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Rights · Derivative | 4,444 | $0.00 Strike: $742.97 | $0.00 |
DisclosureSEC source: 0001062993-25-014808 · form4.xml · derivative · entry 1 Jacobson Matthew A. · CIK 0002072366 · VP & Pres-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,444 Underlying: Common Stock · 4,444 shares Expires 2035-08-19 F1 · derivative.exercise_date: The Stock Appreciation Rights award vests in three equal annual installments beginning 8/20/26. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:37 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 575 | $733.06 | $421,509.50 |
DisclosureSEC source: 0001062993-25-014175 · form4.xml · nonDerivative · entry 1 Jacobson Matthew A. · CIK 0002072366 · VP & Pres.-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $733.01 to $733.87, inclusive. The reporting person undertakes to provide Parker-Hannifin Corporation, any security holder of Parker-Hannifin 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 ranges set forth in Footnote 1 to this Form 4. F2 · balance_after: Includes the grant of 1,000 Restricted Stock Units granted in November 2023 which will vest in November 2026. Read SEC document |
| July 15, 2025 Filed Aug 7, 2025 21:00 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantPhantom Stock · Derivative | 1.28 | $708.72 | $907.16 |
DisclosureSEC source: 0001062993-25-013848 · form4.xml · derivative · entry 1 Jacobson Matthew A. · CIK 0002072366 · VP & President-Filtration Grp. 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan and Savings Restoration Plan Disclosed balance after: 183.48 Underlying: Common Stock · 1.28 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock that was acquired under the Parker Deferred Compensation Plan or the Savings Restoration Plan is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock generally become payable following the reporting person's separation from service. F1 · derivative.exercise_date: Each share of phantom stock that was acquired under the Parker Deferred Compensation Plan or the Savings Restoration Plan is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock generally become payable following the reporting person's separation from service. F1 · derivative.expiration_date: Each share of phantom stock that was acquired under the Parker Deferred Compensation Plan or the Savings Restoration Plan is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock generally become payable following the reporting person's separation from service. 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.