Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BADGER METER INCBMI · Entity 4075 | Director | April 29, 2019 | April 30, 2019 |
| ENERPAC TOOL GROUP CORPATU · Entity 4543 | Director | December 27, 2016 | December 29, 2016 |
| REGAL REXNORD CORPRBC · Entity 2107 | Director | May 08, 2019 | May 10, 2019 |
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Director | January 04, 2021 | January 07, 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.
BADGER METER INC
Report date April 29, 2019 · Filed April 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,494 |
Reported balance
After 2019-04-29 transaction · row 1
1 source rowRow 1 · 2019-04-29 · Grant · Acquired 1,020 · Balance 29,494 F1: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $57,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $57,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock.
ENERPAC TOOL GROUP CORP
Report date December 27, 2016 · Filed December 29, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,373 |
Ending reported balance
After 2016-12-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-12-27 · Exercise / conversion · Acquired 8,000 · Balance 25,373 Row 2 · 2016-12-27 · Sale · Disposed 8,000 · Balance 17,373 F1: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.87 to $27.00. The undersigned undertakes to provide Actuant Corporation ("Actuant"), any security holder of Actuant 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 footnote (1) to this Form 4. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.64 · Expires 2017-01-16 | Direct | 0 |
Reported balance
After 2016-12-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-12-27 · Exercise / conversion · Disposed 8,000 · Balance 0 F2: Option granted under the Actuant Corporation Amended and Restated 2001 Outside Director's Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.87 to $27.00. The undersigned undertakes to provide Actuant Corporation ("Actuant"), any security holder of Actuant 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 footnote (1) to this Form 4.
F2: Option granted under the Actuant Corporation Amended and Restated 2001 Outside Director's Stock Plan.
REGAL REXNORD CORP
Report date May 08, 2019 · Filed May 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,261 |
Reported balance
After 2019-05-08 transaction · row 1
1 source rowRow 1 · 2019-05-08 · Grant · Acquired 1,772 · Balance 24,261 F1: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/8/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/8/2020.
WEC ENERGY GROUP, INC.
Report date January 04, 2021 · Filed January 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,538 |
Reported balance
After 2021-01-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-01-04 · Grant · Acquired 1,538 · Balance 3,538 F1: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2020, 1,572 shares of common stock were transferred to the reporting person's trust account. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 40,803 |
Reported balance
Holding disclosure · report date 2021-01-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40,803 F1: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2020, 1,572 shares of common stock were transferred to the reporting person's trust account. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2020, 1,572 shares of common stock were transferred to the reporting person's trust account.
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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 7, 2021 01:54 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-21-000038 · wf-form4_160998446865361.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,538 F1 · balance_after: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2020, 1,572 shares of common stock were transferred to the reporting person's trust account. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 01:00 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-20-000017 · wf-form4_157835881843928.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,531 F1 · balance_after: Upon the vesting of restricted stock granted to the reporting person on January 2, 2019, 2,036 shares of common stock were transferred to the reporting person's trust account. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:20 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-19-000062 · wf-form4_155752682941416.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,261 F1 · shares: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/8/2020. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 21:28 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 1,020 | $54.12 | $55,202.40 |
DisclosureSEC source: 0001209191-19-026621 · doc4.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,494 F1 · kind: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $57,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,713.2234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000067 · wf-form4_154698553012402.xml · derivative · entry 3 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,593.7289 Underlying: Common Stock · 2,713.2234 shares Expires not disclosed F2 · derivative.exercise_price: One-for-one. F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 4, 2016, the reporting person deferred receipt of 2,713.2234 shares of common stock and instead received 2,713.2234 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,713.2234 shares of common stock in exchange for an equal number of phantom stock units. F3 · derivative.exercise_date: These phantom stock units were accrued under the DDCP. Prior Forms 4 stated that phantom stock units accrued under the DDCP were to be settled following the reporting person's termination of service as a director. However, the DDCP also allows for in-service distributions prior to termination of service. F3 · derivative.expiration_date: These phantom stock units were accrued under the DDCP. Prior Forms 4 stated that phantom stock units accrued under the DDCP were to be settled following the reporting person's termination of service as a director. However, the DDCP also allows for in-service distributions prior to termination of service. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,713.2234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000067 · wf-form4_154698553012402.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 4, 2016, the reporting person deferred receipt of 2,713.2234 shares of common stock and instead received 2,713.2234 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,713.2234 shares of common stock in exchange for an equal number of phantom stock units. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:32 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-19-000049 · wf-form4_154665195061609.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,694.2234 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. F2 · balance_after: Upon the vesting of restricted stock granted to the reporting person on January 2, 2018, 2,114 shares of common stock were transferred to the reporting person's trust account. Read SEC document |
| May 09, 2018 Filed May 10, 2018 23:54 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-18-000060 · wf-form4_152599643494917.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,489 F1 · shares: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/9/2019. Read SEC document |
| April 30, 2018 Filed May 1, 2018 19:50 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 1,261 | $42.45 | $53,529.45 |
DisclosureSEC source: 0001209191-18-027046 · doc4.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,474 F1 · kind: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $54,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000024 · wf-form4_151510900372458.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,882.9362 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. F2 · balance_after: Upon the vesting of restricted stock granted to the reporting person on January 2, 2015, 2,094 shares of common stock were transferred to the reporting person's trust account. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:00 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-17-000059 · wf-form4_149453998804379.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,749 F1 · shares: Restricted shares granted to the reporting person under the 2013 Equity Incentive Plan. Restricted Shares are non-transferable until 5/10/2018. Read SEC document |
| May 01, 2017 Filed May 3, 2017 14:49 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 1,377 | $39.50 | $54,391.50 |
DisclosureSEC source: 0001209191-17-029498 · doc4.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,213 F1 · kind: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $54,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. F2 · price: Price reflects the closing price of Badger Meter, Inc. Common Stock at 5/1/2017, the date of grant. F3 · balance_after: The amount shown reflects the number of shares held following the reported transaction, as adjusted for a 2-for-1 stock split effectuated by the issuer on September 15, 2016. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:48 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000022 · wf-form4_148366370090473.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,711.5915 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. F2 · balance_after: Upon the vesting of restricted stock granted to the reporting person on January 2, 2014, 2,433 shares of common stock were transferred to the reporting person's trust account. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:35 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $23.64 | $0.00 |
DisclosureSEC source: 0001179110-16-033558 · edgar.xml · derivative · entry 3 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,000 shares Expires 2017-01-16 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 · security: Option granted under the Actuant Corporation Amended and Restated 2001 Outside Director's Stock Plan. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:35 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | SaleClass A Common Stock | 8,000 | $26.92 | $215,360.00 |
DisclosureSEC source: 0001179110-16-033558 · edgar.xml · nonDerivative · entry 2 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,373 F1 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.87 to $27.00. The undersigned undertakes to provide Actuant Corporation ("Actuant"), any security holder of Actuant 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 footnote (1) to this Form 4. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:35 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Exercise / conversionClass A Common Stock | 8,000 | $23.64 | $189,120.00 |
DisclosureSEC source: 0001179110-16-033558 · edgar.xml · nonDerivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,373 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 07, 2016 Filed Dec 9, 2016 20:39 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 89.2777 | $56.01 | $5,000.00 |
DisclosureSEC source: 0000107815-16-000474 · wf-form4_148131596296158.xml · derivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,568.6272 Underlying: Common Stock · 89.2777 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of director fees in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Directors' Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Directors' Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 20:28 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 81.6327 | $61.25 | $5,000.00 |
DisclosureSEC source: 0000107815-16-000436 · wf-form4_147371209352545.xml · derivative · entry 1 FISCHER THOMAS J · CIK 0001231566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,439.6941 Underlying: Common Stock · 81.6327 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of director fees in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Directors' Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Directors' Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. 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.