Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATTS WATER TECHNOLOGIES INCWTS · Entity 44 | Chief HR Officer | March 23, 2020 | March 24, 2020 |
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.
WATTS WATER TECHNOLOGIES INC
Report date March 23, 2020 · Filed March 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,297 |
Reported balance
After 2020-03-23 transaction · row 1
1 source rowRow 1 · 2020-03-23 · Tax withholding · Disposed 345 · Balance 17,297 F1: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on March 21, 2017. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on March 21, 2017. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| March 23, 2020 Filed Mar 24, 2020 13:39 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 345 | $72.43 | $24,988.35 |
DisclosureSEC source: 0001225208-20-005492 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,297 F1 · kind: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on March 21, 2017. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 16:34 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 321 | $73.62 | $23,632.02 |
DisclosureSEC source: 0001225208-20-005192 · doc4.xml · nonDerivative · entry 3 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,642 F3 · kind: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on March 16, 2018. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 16:34 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005192 · doc4.xml · nonDerivative · entry 2 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,963 F2 · shares: Consists of shares of deferred stock that vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 16:34 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 333 | $85.72 | $28,544.76 |
DisclosureSEC source: 0001225208-20-005192 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,206 F1 · shares: Represents shares subject to restricted stock units purchased by the Reporting Person under the Issuer's Management Stock Purchase Plan at a discount of 20% from the closing sale price of the Issuer's Class A Common Stock on February 13, 2020. The restricted stock units were purchased using a portion of the Reporting Person's pre-tax 2019 performance bonus. The restricted stock units vest in three equal annual installments beginning one year after the date of grant. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 19:19 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 294 | $92.79 | $27,280.26 |
DisclosureSEC source: 0001225208-20-004720 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,873 F1 · kind: Represents shares disposed to cover taxes upon the vesting of a deferred stock award granted to the Reporting Person on March 7, 2019. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 22:22 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 1,352 | $103.11 | $139,404.72 |
DisclosureSEC source: 0001225208-20-001826 · doc4.xml · nonDerivative · entry 2 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,167 F2 · shares: Represents shares disposed to cover taxes upon the vesting of performance stock units granted to the Reporting Person on March 21, 2017. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 22:22 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 4,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001826 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,519 F1 · shares: Represents shares issued to the Reporting Person as a result of the vesting of performance stock units granted to the Reporting Person on March 21, 2017. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 14:10 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 422 | $99.06 | $41,803.32 |
DisclosureSEC source: 0001225208-19-015734 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 F1 · kind: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on December 12, 2016. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 14:04 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 336 | $81.05 | $27,232.80 |
DisclosureSEC source: 0001225208-19-005697 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,509 F1 · kind: Represents shares disposed to cover taxes upon the vesting of a restricted stock award previously granted to the Reporting Person. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's restricted stock award and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:40 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 321 | $80.42 | $25,814.82 |
DisclosureSEC source: 0001225208-19-005455 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,845 F1 · kind: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on March 16, 2018. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 07, 2019 Filed Mar 8, 2019 15:43 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 3,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004943 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,166 F1 · shares: Consists of shares of restricted stock that vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 18:51 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 422 | $71.12 | $30,012.64 |
DisclosureSEC source: 0001225208-18-016573 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,158 F1 · kind: Represents shares disposed to cover taxes upon the vesting of a restricted stock award granted to the Reporting Person on December 12, 2016. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 00:47 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 336 | $79.70 | $26,779.20 |
DisclosureSEC source: 0001225208-18-006601 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,580 F1 · kind: Represents the number of shares required to be withheld by the Reporting Person to cover tax withholding obligations in connection with the vesting of a restricted stock award previously granted to the Reporting Person. The withholding of shares to cover tax withholding obligations is mandated by the terms of Reporting Person's restricted stock award under the Issuer's Second Amended and Restated 2004 Stock Incentive Plan and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 13:29 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006450 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,916 F1 · shares: Consists of shares of restricted stock that vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 13:18 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 294 | $61.84 | $18,180.96 |
DisclosureSEC source: 0001225208-18-003193 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,599 F1 · shares: Represents shares subject to restricted stock units purchased by the Reporting Person under the Issuer's Management Stock Purchase Plan at a discount of 20% from the closing sale price of the Issuer's class A common stock on February 15, 2018. The RSUs were purchased using a portion of the Reporting Person's pre-tax 2017 performance bonus. The restricted stock units vest in three equal annual installments beginning one year after the date of grant. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:05 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 466 | $74.05 | $34,507.30 |
DisclosureSEC source: 0001225208-17-018669 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,305 F1 · kind: Represents the number of shares required to be withheld from the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awarded to the Reporting Person on December 12, 2016. The withholding of shares to cover tax withholding obligations is mandated by the terms of Reporting Person's restricted stock award under the Issuer's Second Amended and Restated 2004 Stock Incentive Plan and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 21, 2017 Filed Jul 31, 2017 20:05 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 3,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013008 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,771 F1 · kind: This Form 4 reports the grant on March 21, 2017 of a restricted stock award to the Reporting Person pursuant to the Company's annual equity award program. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:36 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 4,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043062 · doc4.xml · nonDerivative · entry 1 Congdon Jennifer · CIK 0001690875 · Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,308 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.