Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | Director | April 18, 2024 | April 19, 2024 |
| PENTAIR plcPNR · Entity 3537 | President Flow and Filtration | January 04, 2018 | January 05, 2018 |
| Parker-Hannifin CorpPH · Entity 2887 | Director | October 22, 2025 | October 24, 2025 |
| nVent Electric plcNVT · Entity 3202 | Chair & CEO | August 05, 2026 | August 06, 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.
CARRIER GLOBAL Corp
Report date April 18, 2024 · Filed April 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director DSUSEC Table II · derivative / convertible security | Direct | 16,464.0303 |
Reported balance
After 2024-04-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-18 · Grant · Acquired 3,484.4511 · Balance 16,464.0303 F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
PENTAIR plc
Report date January 04, 2018 · Filed January 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,031 |
Reported balance
After 2018-01-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-04 · Tax withholding · Disposed 750 · Balance 4,031 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 22,186 |
Reported balance
Holding disclosure · report date 2018-01-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,186 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
Parker-Hannifin Corp
Report date October 22, 2025 · Filed October 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 299 |
Reported balance
After 2025-10-22 transaction · row 1
1 source rowRow 1 · 2025-10-22 · Grant · Acquired 258 · Balance 299 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
nVent Electric plc
Report date August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 55,611.9533 |
Last balance in matching sequence
After 2026-08-05 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2026-08-05 · Exercise / conversion · Acquired 46,261 · Balance 101,872.9533 F1: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). Row 2 · 2026-08-05 · Sale · Disposed 4,856 · Balance 97,016.9533 F2: The price in Column 4 is a weighted average price. The prices actually received ranged from $162.16 to $163.13. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F1: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). Row 3 · 2026-08-05 · Sale · Disposed 5,885 · Balance 91,131.9533 F3: The price in Column 4 is a weighted average price. The prices actually received ranged from $163.25 to $164.11. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F1: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). Row 4 · 2026-08-05 · Sale · Disposed 32,280 · Balance 58,851.9533 F4: The price in Column 4 is a weighted average price. The prices actually received ranged from $164.255 to $165.22. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F1: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). Row 5 · 2026-08-05 · Sale · Disposed 3,240 · Balance 55,611.9533 F5: The price in Column 4 is a weighted average price. The prices actually received ranged from $165.26 to $165.525. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F1: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.34 · Expires 2028-05-07 | Direct | 42,125 |
Reported balance
After 2026-08-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-05 · Exercise / conversion · Disposed 46,261 · Balance 42,125 F8: This option is presently exercisable in full. |
| Ordinary Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 52,620.453 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 52,620.453 F6: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Ordinary Shares - ESOPSEC Table I · non-derivative | IndirectBy ESOP | 147.263 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 147.263 F6: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Ordinary Shares - Deferral PlanSEC Table I · non-derivative | IndirectPlan Agent | 627,843.969 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 627,843.969 F6: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F7: Shares of nVent Electric plc will be delivered to the reporting person in accordance with their irrevocable deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c).
F2: The price in Column 4 is a weighted average price. The prices actually received ranged from $162.16 to $163.13. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price.
F3: The price in Column 4 is a weighted average price. The prices actually received ranged from $163.25 to $164.11. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price.
F4: The price in Column 4 is a weighted average price. The prices actually received ranged from $164.255 to $165.22. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price.
F5: The price in Column 4 is a weighted average price. The prices actually received ranged from $165.26 to $165.525. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price.
F6: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F7: Shares of nVent Electric plc will be delivered to the reporting person in accordance with their irrevocable deferral election.
F8: This option is presently exercisable in full.
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 |
|---|---|---|---|---|---|---|
| September 16, 2019 Filed Sep 17, 2019 20:22 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 7,384 | $22.21 | $163,998.64 |
DisclosureSEC source: 0001567619-19-018424 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,205.552 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 22:24 UTC Amendment | nVent Electric plc NVT · Entity 3202 | PurchaseOrdinary Shares | 5,000 | $21.29 | $106,450.00 |
DisclosureSEC source: 0001567619-19-016400 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,397.552 F1 · acquired: This amendment is being filed solely to correct the information in Column 4 to reflect that the transaction was an acquisition. F2 · balance_after: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 20:33 UTC | nVent Electric plc NVT · Entity 3202 | PurchaseOrdinary Shares | 5,000 | $21.29 | $106,450.00 |
DisclosureSEC source: 0001567619-19-016345 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,397.552 F1 · balance_after: End-of-period holdings include monthly purchases under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 21:48 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 691 | $22.35 | $15,443.85 |
DisclosureSEC source: 0001567619-19-000712 · doc1.xml · nonDerivative · entry 2 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,819.606 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2019 Filed Jan 7, 2019 21:48 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 572 | $21.65 | $12,383.80 |
DisclosureSEC source: 0001567619-19-000712 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,255.606 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:20 UTC | nVent Electric plc NVT · Entity 3202 | GrantEmployee Stock Option (right to buy) · Derivative | 201,888 | $0.00 Strike: $22.51 | $0.00 |
DisclosureSEC source: 0001567619-19-000635 · doc1.xml · derivative · entry 4 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,888 Underlying: Ordinary Shares · 201,888 shares Expires 2029-01-02 F6 · kind: Employee stock option granted under the nVent Electric plc 2018 Omnibus Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:20 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 5,878 | $22.51 | $132,313.78 |
DisclosureSEC source: 0001567619-19-000635 · doc1.xml · nonDerivative · entry 2 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,958.606 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F5 · balance_after: End-of-period holdings include monthly purchase(s) under the nVent Electric plc Employee Stock Purchase Plan (ESPP) in exempt transaction(s) pursuant to Rule 16b-3(c). Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:20 UTC | nVent Electric plc NVT · Entity 3202 | GrantOrdinary Shares - Restricted Stock Units | 41,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000635 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,984.371 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the nVent Electric plc 2018 Omnibus Incentive Plan. Each restricted stock unit represents a right to receive one nVent Electric plc share upon vesting. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F2 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| May 07, 2018 Filed May 9, 2018 22:00 UTC | nVent Electric plc NVT · Entity 3202 | GrantEmployee Stock Option (right to buy) · Derivative | 138,787 | $0.00 Strike: $25.34 | $0.00 |
DisclosureSEC source: 0001140361-18-022598 · doc1.xml · derivative · entry 4 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,787 Underlying: Ordinary Shares · 138,787 shares Expires 2028-05-07 F4 · kind: Employee stock option granted under the nVent Electric plc 2018 Omnibus Incentive Plan. F5 · derivative.exercise_date: One-third of the stock options become exercisable on each of January 2, 2019, 2020 and 2021. Read SEC document |
| May 07, 2018 Filed May 9, 2018 22:00 UTC | nVent Electric plc NVT · Entity 3202 | GrantOrdinary Shares - Restricted Stock Units | 27,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022598 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,335.07 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the nVent Electric plc 2018 Omnibus Incentive Plan. Each restricted stock unit represents a right to receive one nVent Electric plc share upon vesting. F2 · balance_after: Includes 42,711.07 restricted stock units ("RSUs") as a result of each outstanding Pentair plc RSU being converted into an RSU denominated in nVent Electric plc ordinary shares in a manner intended to preserve the aggregate intrinsic value of the original Pentair plc RSU in connection with the spin-off of nVent Electric plc from Pentair plc. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 21:26 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 750 | $72.55 | $54,412.50 |
DisclosureSEC source: 0001140361-18-001050 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · President Flow and Filtration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,031 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 00:02 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 724 | $70.80 | $51,259.20 |
DisclosureSEC source: 0001140361-18-000911 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · President Flow and Filtration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 22:29 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 873 | $58.15 | $50,764.95 |
DisclosureSEC source: 0001140361-17-001051 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · President Flow and Filtration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,381 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:13 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 26,325 | $0.00 Strike: $57.95 | $0.00 |
DisclosureSEC source: 0001140361-17-000893 · doc1.xml · derivative · entry 2 Wozniak Beth · CIK 0001654174 · President Fow and Filtration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,325 Underlying: Common Shares · 26,325 shares Expires 2027-01-03 F2 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F3 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:13 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 5,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000893 · doc1.xml · nonDerivative · entry 1 Wozniak Beth · CIK 0001654174 · President Fow and Filtration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,564 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. 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.