Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BADGER METER INCBMI · Entity 4075 | VP-Human Resources | 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.
BADGER METER INC
Report date March 06, 2020 · Filed March 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,479 |
Reported balance
After 2020-03-06 transaction · row 1
1 source rowRow 1 · 2020-03-06 · Grant · Acquired 588 · Balance 2,479 F1: Restricted stock granted March 6, 2020 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $63.04 · Expires 2030-03-06 | Direct | 2,144 |
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 2,144 · Balance 2,144 F2: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 6, 2021, 2022, 2023, 2024 and 2025, respectively. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $36.45 · Expires 2027-03-03 | Direct | 6,981 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,981 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $48.20 · Expires 2028-03-02 | Direct | 1,621 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,621 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $59.85 · Expires 2029-03-01 | Direct | 1,648 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,648 |
| Common StockSEC Table I · non-derivative | IndirectESSOP | 287.3877 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 287.3877 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted March 6, 2020 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant.
F2: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 6, 2021, 2022, 2023, 2024 and 2025, respectively.
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 06, 2020 Filed Mar 10, 2020 21:44 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 2,144 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001209191-20-017797 · doc4.xml · derivative · entry 3 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144 Underlying: BMI Common Stock · 2,144 shares Expires 2030-03-06 F2 · derivative.exercise_date: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 6, 2021, 2022, 2023, 2024 and 2025, respectively. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:44 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 588 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017797 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,479 F1 · kind: Restricted stock granted March 6, 2020 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant. Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 22:45 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 82.3394 | $64.93 | $5,346.30 |
DisclosureSEC source: 0001209191-20-004910 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 287.3877 F1 · kind: Represents shares of Badger Meter stock accumulated during 2019 and early 2020 in the participant's 401k component of the ESSOP, including contributions and 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:46 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 1,648 | $0.00 Strike: $59.85 | $0.00 |
DisclosureSEC source: 0001209191-19-016819 · doc4.xml · derivative · entry 3 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648 Underlying: BMI Common Stock · 1,648 shares Expires 2029-03-01 F2 · derivative.exercise_date: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 1, 2020, 2021, 2022, 2023 and 2024, respectively. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:46 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016819 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,891 F1 · kind: Restricted stock granted March 1, 2019 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant. Read SEC document |
| January 25, 2019 Filed Jan 25, 2019 21:16 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 107.1394 | $49.21 | $5,272.33 |
DisclosureSEC source: 0001209191-19-005325 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 205.0483 F1 · kind: Represents shares of Badger Meter stock accumulated during 2018 and early 2019 in the participant's 401k component of the ESSOP, including contributions and 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 19:30 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 1,621 | $0.00 Strike: $48.20 | $0.00 |
DisclosureSEC source: 0001209191-18-017143 · doc4.xml · derivative · entry 3 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621 Underlying: BMI Common Stock · 1,621 shares Expires 2028-03-02 F2 · derivative.exercise_date: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 2, 2019, 2020, 2021, 2022 and 2023, respectively. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 19:30 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017143 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393 F1 · kind: Restricted stock granted March 2, 2018 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 16:06 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 97.9089 | $47.80 | $4,680.05 |
DisclosureSEC source: 0001209191-18-006371 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 97.9089 F1 · kind: Represents shares of Badger Meter stock accumulated during 2017 and early 2018 in the participant's 401k component of the ESSOP, including contributions and 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:07 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 6,981 | Not disclosed Strike: $36.45 | Not disclosed |
DisclosureSEC source: 0001209191-17-018267 · doc4.xml · derivative · entry 2 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,981 Underlying: BMI Common Stock · 6,981 shares Expires 2027-03-03 F2 · price: Stock Options are granted on a one-for-one basis. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:07 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018267 · doc4.xml · nonDerivative · entry 1 Jashinsky Trina L. · CIK 0001638336 · VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Disclosed balance after: 783 F1 · price: The value of the award will be determined at the closing price on March 3, 2020, the date of 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.