Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Xylem Inc.
Report date June 12, 2020 · Filed June 15, 2020
Section 16 reporting ended · disclosed 2020-06-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 27, 2020 Filed Mar 2, 2020 21:49 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 7,798 | $0.00 Strike: $80.66 | $0.00 |
DisclosureSEC source: 0001209191-20-014529 · doc4.xml · derivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,798 Underlying: Common Stock · 7,798 shares Expires 2030-02-27 F2 · derivative.exercise_date: These options vest in three equal annual installments beginning on February 27, 2021. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:49 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014529 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,292 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 27, 2021. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:37 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 3,595 | $88.52 | $318,229.40 |
DisclosureSEC source: 0001209191-20-012637 · doc4.xml · nonDerivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,742 F2 · shares: Reflects acquisition of 3,595 shares of common stock upon vesting of performance based restricted stock units granted on February 21, 2017 upon achievement of performance criteria related to Total Shareowner Return. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:37 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 2,586 | $88.52 | $228,912.72 |
DisclosureSEC source: 0001209191-20-012637 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,147 F1 · shares: Reflects acquisition of 2,586 shares of common stock upon vesting of performance based restricted stock units granted on February 21, 2017 upon achievement of performance criteria related to ROIC. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 19:50 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 4,472 | $84.91 | $379,711.26 |
DisclosureSEC source: 0001209191-20-008633 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,561 F1 · price: This price represents the approximate weighted average price per share of common stock (each, a "Share") of Xylem Inc. (the "Issuer"), of sales that were executed at prices ranging from $84.85 to $84.97 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| May 10, 2019 Filed May 14, 2019 18:07 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,947 | $78.55 Strike: $36.90 | $702,747.48 |
DisclosureSEC source: 0001209191-19-029568 · doc4.xml · derivative · entry 3 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,936 Underlying: Common · 8,947 shares Expires 2025-02-24 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: These options are fully vested and exercisable. Read SEC document |
| May 10, 2019 Filed May 14, 2019 18:07 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 8,947 | $78.55 | $702,747.48 |
DisclosureSEC source: 0001209191-19-029568 · doc4.xml · nonDerivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,033 F1 · price: This price represents the approximate weighted average price per share of common stock (each, a "Share") of Xylem Inc. (the "Issuer"), of sales that were executed at prices ranging from $78.50 to $78.65 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| May 10, 2019 Filed May 14, 2019 18:07 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 8,947 | $36.90 | $330,144.30 |
DisclosureSEC source: 0001209191-19-029568 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,980 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 24, 2019 Filed Feb 26, 2019 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 5,838 | $75.26 | $439,367.88 |
DisclosureSEC source: 0001209191-19-013592 · doc4.xml · nonDerivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,033 F2 · shares: Reflects acquisition of 5,838 shares of common stock upon vesting of performance based restricted stock units granted on February 24, 2016 upon achievement of performance criteria related to Total Shareowner Return. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 5,838 | $75.26 | $439,367.88 |
DisclosureSEC source: 0001209191-19-013592 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,195 F1 · shares: Reflects acquisition of 5,838 shares of common stock upon vesting of performance based restricted stock units granted on February 24, 2016 upon achievement of performance criteria related to ROIC. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:57 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 7,327 | $0.00 Strike: $74.07 | $0.00 |
DisclosureSEC source: 0001209191-19-012660 · doc4.xml · derivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,327 Underlying: Common Stock · 7,327 shares Expires 2029-02-20 F2 · derivative.exercise_date: These options vest in three equal annual installments beginning on February 20, 2020. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:57 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012660 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,357 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 20, 2020. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:54 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 7,276 | $0.00 Strike: $75.18 | $0.00 |
DisclosureSEC source: 0001209191-18-013020 · doc4.xml · derivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,276 Underlying: Common Stock · 7,276 shares Expires 2028-02-21 F2 · derivative.exercise_date: These options vest in three equal annual installments beginning on February 21, 2019. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:54 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013020 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,248 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 21, 2019. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:07 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 11,737 | $0.00 Strike: $48.33 | $0.00 |
DisclosureSEC source: 0001209191-17-013873 · doc4.xml · derivative · entry 2 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,737 Underlying: Common Stock · 11,737 shares Expires 2027-02-21 F3 · derivative.exercise_date: These options vest in three equal annual installments beginning on February 21, 2018. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:07 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013873 · doc4.xml · nonDerivative · entry 1 Leung Pak Steven · CIK 0001638493 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,183 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 21, 2018. F2 · balance_after: Additional shares accrued through a qualified DRIP. 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.