Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fortive CorpFTV · Entity 3303 | VP - Chief Accounting Officer | September 27, 2019 | October 01, 2019 |
| Ingersoll Rand Inc.IR · Entity 3152 | Director · See Remarks | March 06, 2020 | March 10, 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.
Fortive Corp
Report date September 27, 2019 · Filed October 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Executive Deferred Incentive Program - Fortive Stock FundSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,511.9 |
Reported balance
After 2019-09-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-09-27 · Grant · Acquired 2.56 · Balance 2,511.9 F1: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2: The notional shares convert on a one-to-one basis. F3: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above.
F2: The notional shares convert on a one-to-one basis.
F3: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock.
Ingersoll Rand Inc.
Report date March 06, 2020 · Filed March 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (4-year vesting RSUs)SEC Table II · derivative / convertible security | Direct | 14,843 |
Reported balance
After 2020-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-06 · Grant · Acquired 14,843 · Balance 14,843 F1: These restricted stock units vest in four equal annual installments beginning March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
| Restricted Stock Units (2-year vesting RSUs)SEC Table II · derivative / convertible security | Direct | 14,843 |
Reported balance
After 2020-03-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-06 · Grant · Acquired 14,843 · Balance 14,843 F2: These restricted stock units vest in two equal annual installments beginning March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.79 · Expires 2030-03-06 | Direct | 42,091 |
Reported balance
After 2020-03-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-06 · Grant · Acquired 42,091 · Balance 42,091 F3: These stock options vest in four equal annual installments beginning on March 6, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest in four equal annual installments beginning March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
F2: These restricted stock units vest in two equal annual installments beginning March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
F3: These stock options vest in four equal annual installments beginning on March 6, 2021.
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 22, 2018 Filed Feb 26, 2018 20:58 UTC | Fortive Corp FTV · Entity 3303 | GrantCommon Stock | 1,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659166-18-000094 · wf-form4_151969668928460.xml · nonDerivative · entry 2 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,808 F2 · shares: On February 22, 2018, the Committee awarded the Reporting Person Restricted Stock Units ("RSUs"). This transaction is being reported to identify the portion of the RSUs that are subject only to time-based vesting provisions. Pursuant to the terms of the award, additional RSUs may be issued upon determination by the Committee that the corresponding performance criteria have been achieved. F3 · price: Restricted stock units are payable in shares of common stock on a one-to-one basis. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 20:58 UTC | Fortive Corp FTV · Entity 3303 | GrantCommon Stock | 4,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001659166-18-000094 · wf-form4_151969668928460.xml · nonDerivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,958 F1 · shares: On February 23, 2017, the Compensation Committee (the "Committee") of the Issuer's Board of Directors awarded the Reporting Person Performance-Based Restricted Stock Awards ("RSAs"). This transaction is being reported in connection with the determination by the Committee on February 22, 2018 that the performance criteria of the RSAs have been achieved. The RSAs remain subject to time-based vesting provisions. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 21:20 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 492.502 | $76.02 Strike: $0.00 | $37,440.00 |
DisclosureSEC source: 0001659166-18-000046 · wf-form4_151753801818323.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,014.065 Underlying: Common Stock · 492.502 shares Expires not disclosed F1 · security: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F1 · shares: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F1 · price: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F1 · derivative.underlying_shares: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F1 · balance_after: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 17:01 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 1.471 | $72.35 Strike: $0.00 | $106.43 |
DisclosureSEC source: 0001659166-18-000030 · wf-form4_151493050217800.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,521.563 Underlying: Common Stock · 1.471 shares Expires not disclosed F1 · security: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 19:49 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 1.5 | $70.79 Strike: $0.00 | $106.19 |
DisclosureSEC source: 0001659166-17-000234 · wf-form4_150698817096456.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520.091 Underlying: Common Stock · 1.5 shares Expires not disclosed F1 · security: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:38 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionRestricted Stock Unit · Derivative | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001659166-17-000189 · wf-form4_150041031139842.xml · derivative · entry 6 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 476 shares Expires not disclosed 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. F3 · security: In connection with the separation of the Issuer from Danaher, Restricted Stock Units issued by Danaher on July 15, 2015 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 2,378 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on July 15, 2016. F1 · derivative.exercise_price: Restricted stock units are payable in shares of common stock on a one-to-one basis. F3 · derivative.exercise_date: In connection with the separation of the Issuer from Danaher, Restricted Stock Units issued by Danaher on July 15, 2015 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 2,378 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on July 15, 2016. F3 · derivative.expiration_date: In connection with the separation of the Issuer from Danaher, Restricted Stock Units issued by Danaher on July 15, 2015 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 2,378 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on July 15, 2016. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:38 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001659166-17-000189 · wf-form4_150041031139842.xml · derivative · entry 5 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Underlying: Common Stock · 261 shares Expires not disclosed 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: In connection with the separation of the Issuer from Danaher, Restricted Stock Units issued by Danaher on July 15, 2014 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 1,042 Restricted Stock Units of the Issuer vesting in four remaining equal annual installments beginning on July 15, 2016. F1 · derivative.exercise_price: Restricted stock units are payable in shares of common stock on a one-to-one basis. F2 · derivative.exercise_date: In connection with the separation of the Issuer from Danaher, Restricted Stock Units issued by Danaher on July 15, 2014 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 1,042 Restricted Stock Units of the Issuer vesting in four remaining equal annual installments beginning on July 15, 2016. F2 · derivative.expiration_date: In connection with the separation of the Issuer from Danaher, Restricted Stock Units issued by Danaher on July 15, 2014 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 1,042 Restricted Stock Units of the Issuer vesting in four remaining equal annual installments beginning on July 15, 2016. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:38 UTC | Fortive Corp FTV · Entity 3303 | Tax withholdingCommon Stock | 132 | $64.56 | $8,521.92 |
DisclosureSEC source: 0001659166-17-000189 · wf-form4_150041031139842.xml · nonDerivative · entry 4 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533 Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:38 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionCommon Stock | 476 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659166-17-000189 · wf-form4_150041031139842.xml · nonDerivative · entry 3 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665 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. F1 · price: Restricted stock units are payable in shares of common stock on a one-to-one basis. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:38 UTC | Fortive Corp FTV · Entity 3303 | Tax withholdingCommon Stock | 72 | $64.56 | $4,648.32 |
DisclosureSEC source: 0001659166-17-000189 · wf-form4_150041031139842.xml · nonDerivative · entry 2 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189 Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:38 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionCommon Stock | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659166-17-000189 · wf-form4_150041031139842.xml · nonDerivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261 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. F1 · price: Restricted stock units are payable in shares of common stock on a one-to-one basis. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:21 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 1.676 | $63.35 Strike: $0.00 | $106.17 |
DisclosureSEC source: 0001659166-17-000173 · wf-form4_149911686287894.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518.591 Underlying: Common Stock · 1.676 shares Expires not disclosed F1 · security: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 16:57 UTC | Fortive Corp FTV · Entity 3303 | SaleCommon Stock | 3,749 | $62.27 | $233,450.23 |
DisclosureSEC source: 0001659166-17-000149 · wf-form4_149635065916091.xml · nonDerivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 05, 2017 Filed May 8, 2017 16:51 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionRestricted Stock Unit · Derivative | 2,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001659166-17-000127 · wf-form4_149427669946043.xml · derivative · entry 3 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,049 Underlying: Common Stock · 2,049 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units are payable in shares of common stock on a one-to-one basis. F2 · derivative.exercise_date: In connection with the separation of the Issuer from Danaher Corporation ("Danaher"), Restricted Stock Units issued by Danaher on May 7, 2013 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 4,098 Restricted Stock Units of the Issuer vesting in two remaining equal annual installments beginning on May 5, 2017. F2 · derivative.expiration_date: In connection with the separation of the Issuer from Danaher Corporation ("Danaher"), Restricted Stock Units issued by Danaher on May 7, 2013 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 4,098 Restricted Stock Units of the Issuer vesting in two remaining equal annual installments beginning on May 5, 2017. Read SEC document |
| May 05, 2017 Filed May 8, 2017 16:51 UTC | Fortive Corp FTV · Entity 3303 | Tax withholdingCommon Stock | 561 | $63.14 | $35,421.54 |
DisclosureSEC source: 0001659166-17-000127 · wf-form4_149427669946043.xml · nonDerivative · entry 2 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,749 Read SEC document |
| May 05, 2017 Filed May 8, 2017 16:51 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionCommon Stock | 2,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659166-17-000127 · wf-form4_149427669946043.xml · nonDerivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,310 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. F1 · price: Restricted stock units are payable in shares of common stock on a one-to-one basis. Read SEC document |
| March 31, 2017 Filed Apr 6, 2017 20:35 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 1.761 | $60.22 Strike: $0.00 | $106.05 |
DisclosureSEC source: 0001659166-17-000108 · wf-form4_149152530843946.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,516.915 Underlying: Common Stock · 1.761 shares Expires not disclosed F1 · security: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 18:59 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionRestricted Stock Unit · Derivative | 2,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001659166-17-000077 · wf-form4_148823997615878.xml · derivative · entry 4 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,568 Underlying: Common Stock · 2,393 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units are payable in shares of common stock on a one-to-one basis. F3 · derivative.exercise_date: In connection with the separation of the Issuer from Danaher Corporation ("Danaher"), Restricted Stock Units issued by Danaher on February 24, 2016 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 11,961 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on February 24, 2017. F3 · derivative.expiration_date: In connection with the separation of the Issuer from Danaher Corporation ("Danaher"), Restricted Stock Units issued by Danaher on February 24, 2016 to the Reporting Person that remained unvested as of July 2, 2016 were converted into 11,961 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on February 24, 2017. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 18:59 UTC | Fortive Corp FTV · Entity 3303 | Tax withholdingCommon Stock | 725 | $57.79 | $41,897.75 |
DisclosureSEC source: 0001659166-17-000077 · wf-form4_148823997615878.xml · nonDerivative · entry 2 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,261 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 18:59 UTC | Fortive Corp FTV · Entity 3303 | Exercise / conversionCommon Stock | 2,393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659166-17-000077 · wf-form4_148823997615878.xml · nonDerivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,986 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. F1 · price: Restricted stock units are payable in shares of common stock on a one-to-one basis. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:59 UTC | Fortive Corp FTV · Entity 3303 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,400 | $0.00 Strike: $57.26 | $0.00 |
DisclosureSEC source: 0001659166-17-000077 · wf-form4_148823997615878.xml · derivative · entry 3 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 Underlying: Common Stock · 13,400 shares Expires 2027-02-23 F2 · derivative.exercise_date: One third of the options granted vest on each of the third, fourth, and fifth anniversary of the grant date. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 20:23 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 643.662 | $55.93 Strike: $0.00 | $36,000.02 |
DisclosureSEC source: 0001659166-17-000028 · wf-form4_148582579306251.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515.154 Underlying: Common Stock · 643.662 shares Expires not disclosed F1 · security: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F1 · shares: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F1 · price: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F1 · derivative.underlying_shares: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. F1 · balance_after: Compensation deferred or contributed into the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date such compensation is credited to the EDIP Stock Fund (or the closing price for the immediately preceding business day, if such date is not a business day), which closing price is shown in Table II, Column 8. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 20:13 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 1.136 | $53.63 Strike: $0.00 | $60.92 |
DisclosureSEC source: 0001659166-17-000019 · wf-form5_148357877636651.xml · derivative · entry 2 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 871.492 Underlying: Common Stock · 1.136 shares Expires not disclosed F1 · security: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. Read SEC document |
| September 30, 2016 Filed Jan 4, 2017 20:13 UTC | Fortive Corp FTV · Entity 3303 | GrantExecutive Deferred Incentive Program - Fortive Stock Fund · Derivative | 1.195 | $50.90 Strike: $0.00 | $60.83 |
DisclosureSEC source: 0001659166-17-000019 · wf-form5_148357877636651.xml · derivative · entry 1 Weaver Emily A. · CIK 0001670835 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 871.492 Underlying: Common Stock · 1.195 shares Expires not disclosed F1 · security: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. F3 · derivative.expiration_date: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. 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.