Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GRACO INCGGG · Entity 3440 | President, Asia Pacific | February 12, 2021 | February 16, 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.
GRACO INC
Report date February 12, 2021 · Filed February 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $71.92 · Expires 2031-02-12 | Direct | 28,310 |
Reported balance
After 2021-02-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-02-12 · Grant · Acquired 28,310 · Balance 28,310 F1: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant.
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 12, 2021 Filed Feb 16, 2021 17:21 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 28,310 | $0.00 Strike: $71.92 | $0.00 |
DisclosureSEC source: 0001127602-21-005712 · form4.xml · derivative · entry 1 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,310 Underlying: Common Stock · 28,310 shares Expires 2031-02-12 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 20:54 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 54,000 | $0.00 Strike: $19.58 | $0.00 |
DisclosureSEC source: 0001127602-20-027276 · form4.xml · derivative · entry 3 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,000 shares Expires 2023-02-15 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. F3 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2010 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 20:54 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 54,000 | $66.00 | $3,564,000.00 |
DisclosureSEC source: 0001127602-20-027276 · form4.xml · nonDerivative · entry 2 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,232.6517 F1 · kind: Sale pursuant to a 10b5-1 Trading Plan dated September 9, 2020. F2 · balance_after: Included in the amount reported are shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11, and shares acquired under the Graco Inc. 2006 Employee Stock Purchase Plan, exempt under Rule 16b-3. Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 20:54 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 54,000 | $19.58 | $1,057,320.00 |
DisclosureSEC source: 0001127602-20-027276 · form4.xml · nonDerivative · entry 1 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,232.6517 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 14, 2020 Filed Feb 18, 2020 17:00 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 38,120 | $0.00 Strike: $56.35 | $0.00 |
DisclosureSEC source: 0001127602-20-005908 · form4.xml · derivative · entry 1 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,120 Underlying: Common Stock · 38,120 shares Expires 2030-02-14 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| February 04, 2020 Filed Feb 4, 2020 22:42 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 55,800 | $0.00 Strike: $16.61 | $0.00 |
DisclosureSEC source: 0001127602-20-003546 · form4.xml · derivative · entry 3 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,800 shares Expires 2022-02-17 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: Employee stock option granted pursuant to the Graco Inc. 2010 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| February 04, 2020 Filed Feb 4, 2020 22:42 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 55,800 | $55.00 | $3,069,000.00 |
DisclosureSEC source: 0001127602-20-003546 · form4.xml · nonDerivative · entry 2 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,653.9294 F1 · balance_after: Included in the amount reported are shares acquired under Graco Employee Stock Purchase Plan, exempt under Rule 16b-3. Read SEC document |
| February 04, 2020 Filed Feb 4, 2020 22:42 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 55,800 | $16.61 | $927,022.14 |
DisclosureSEC source: 0001127602-20-003546 · form4.xml · nonDerivative · entry 1 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,453.9294 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 15, 2019 Filed Feb 19, 2019 21:00 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 36,880 | $0.00 Strike: $45.56 | $0.00 |
DisclosureSEC source: 0001127602-19-006759 · form4.xml · derivative · entry 1 Zumbolo Brian J · CIK 0001408623 · President, Asia Pacific 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,880 Underlying: Common Stock · 36,880 shares Expires 2029-02-15 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2015 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| February 16, 2018 Filed Feb 16, 2018 23:14 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 33,220 | $0.00 Strike: $43.90 | $0.00 |
DisclosureSEC source: 0001127602-18-006793 · form4.xml · derivative · entry 1 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,220 Underlying: Common Stock · 33,220 shares Expires 2028-02-16 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2015 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| May 02, 2017 Filed May 2, 2017 21:53 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001127602-17-016396 · form4.xml · derivative · entry 6 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2020-02-12 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. F4 · derivative.exercise_date: Employee stock option granted pursuant to the Amended and Restated Graco Inc. Stock Incentive Plan (2006) in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| May 02, 2017 Filed May 2, 2017 21:53 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $42.73 | $0.00 |
DisclosureSEC source: 0001127602-17-016396 · form4.xml · derivative · entry 5 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2021-02-18 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: Employee stock option granted pursuant to the Graco Inc. 2010 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| May 02, 2017 Filed May 2, 2017 21:53 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 934 | $108.81 | $101,624.15 |
DisclosureSEC source: 0001127602-17-016396 · form4.xml · nonDerivative · entry 4 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,719.3535 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $108.71 to $108.925, inclusive. The reporting person undertakes to provide Graco Inc., any security holder of Graco Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within the range set forth in the footnote. Read SEC document |
| May 02, 2017 Filed May 2, 2017 21:53 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 24,566 | $108.23 | $2,658,788.01 |
DisclosureSEC source: 0001127602-17-016396 · form4.xml · nonDerivative · entry 3 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,653.3535 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $107.68 to $108.66, inclusive. The reporting person undertakes to provide Graco Inc., any security holder of Graco Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within the range set forth in the footnote. Read SEC document |
| May 02, 2017 Filed May 2, 2017 21:53 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 7,500 | $27.17 | $203,775.00 |
DisclosureSEC source: 0001127602-17-016396 · form4.xml · nonDerivative · entry 2 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,219.3535 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 02, 2017 Filed May 2, 2017 21:53 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 18,000 | $42.73 | $769,140.00 |
DisclosureSEC source: 0001127602-17-016396 · form4.xml · nonDerivative · entry 1 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,719.3535 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 17, 2017 Filed Feb 21, 2017 19:25 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 16,700 | $0.00 Strike: $91.04 | $0.00 |
DisclosureSEC source: 0001127602-17-007285 · form4.xml · derivative · entry 1 Zumbolo Brian J · CIK 0001408623 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,700 Underlying: Common Stock · 16,700 shares Expires 2027-02-17 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2015 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. 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.