Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | Director · President & CEO | February 09, 2018 | February 13, 2018 |
| Parker-Hannifin CorpPH · Entity 2887 | Director | August 14, 2026 | August 18, 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.
BORGWARNER INC
Report date February 09, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 458,148.21 |
Ending reported balance
After 2018-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-09 · Tax withholding · Disposed 13,881 · Balance 467,572.21 Row 2 · 2018-02-10 · Tax withholding · Disposed 9,424 · Balance 458,148.21 |
| Common StockSEC Table I · non-derivative | Indirect401K | 1,992.689 |
Reported balance
Holding disclosure · report date 2018-02-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,992.689 |
Parker-Hannifin Corp
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,269 |
Reported balance
After 2026-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 1,500 · Balance 3,269 F1: Includes 1 share acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1 share acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan.
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 14, 2026 Filed Aug 18, 2026 20:15 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,500 | $1,058.00 | $1,587,000.00 |
DisclosureSEC source: 0000076334-26-000098 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,269 F1 · balance_after: Includes 1 share acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| October 22, 2025 Filed Oct 24, 2025 20:11 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-25-000053 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,768 F1 · shares: Award of Restricted Stock Units on October 22, 2025 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:04 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,500 | $750.00 | $1,125,000.00 |
DisclosureSEC source: 0001062993-25-015321 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,510 F1 · balance_after: Includes 2 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 21:06 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,300 | $635.37 | $825,981.00 |
DisclosureSEC source: 0001062993-24-018460 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,008 Read SEC document |
| October 23, 2024 Filed Oct 25, 2024 20:49 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-017966 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,308 F1 · shares: Award of Restricted Stock Units on October 23, 2024 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 5 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| October 23, 2024 Filed Apr 25, 2025 20:14 UTC Amendment | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008010 · form4a.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,308 F1 · shares: Award of Restricted Stock Units on October 23, 2024 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 5 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 20:14 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-019769 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,004 F1 · shares: Award of Restricted Stock Units on October 25, 2023 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 10 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 20:12 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-021217 · form4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,541 F1 · shares: Award of Restricted Stock Units on October 26, 2022 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 9 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 18:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-21-000211 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,879 F1 · shares: Award of Restricted Stock Units on October 27, 2021 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 9 shares acquired as a dividend reinvestment feature of the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 15:44 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-20-000117 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,314 F1 · balance_after: Includes 16 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| October 23, 2019 Filed Oct 24, 2019 14:54 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 906 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-19-000113 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569 F1 · balance_after: Includes 17 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation 2016 Omnibus Stock Incentive Plan, as amended. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 19:44 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-18-000100 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,646 F1 · balance_after: Includes 14 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation 2016 Omnibus Stock Incentive Plan, as amended. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 20:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 9,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002742 · doc4.xml · nonDerivative · entry 2 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,148.21 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 20:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 13,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002742 · doc4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,572.21 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 55,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002294 · doc4.xml · nonDerivative · entry 2 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,453.21 F2 · shares: The shares will vest 50% on February 28, 2020 and 100% on February 28, 2021. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 56,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002294 · doc4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,385.21 F1 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 19:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 885 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-17-000119 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,730 F1 · balance_after: Includes 25 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation Amended and Restated 2009 Omnibus Stock Incentive Plan and the Parker-Hannifin Corporation 2016 Omnibus Stock Incentive Plan, as amended. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:39 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 35,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003243 · doc4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,197.82 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:37 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 26,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002702 · doc4.xml · nonDerivative · entry 2 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,329.82 F2 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:37 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 68,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002702 · doc4.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,159.82 F1 · shares: The shares will vest 50% on February 28, 2019 and 100% on February 28, 2020. Read SEC document |
| October 26, 2016 Filed Oct 27, 2016 16:10 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-16-000216 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,814 F1 · balance_after: Includes 7 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation Amended and Restated 2009 Omnibus Stock Incentive Plan. Read SEC document |
| October 29, 2015 Filed Apr 25, 2016 14:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-16-000123 · edgar.xml · nonDerivative · entry 1 Verrier James · CIK 0001480219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677 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.