Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | EVP-Chief Supply Chain Officer | January 02, 2020 | January 06, 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.
PENTAIR plc
Report date January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 17,741 |
Reported balance
After 2020-01-02 transaction · row 1
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 4,039 · Balance 17,741 F1: 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 Pentair plc share upon vesting. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.42 · Expires 2030-01-02 | Direct | 18,845 |
Reported balance
After 2020-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-01-02 · Grant · Acquired 18,845 · Balance 18,845 F2: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F3: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 Pentair plc share upon vesting.
F2: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan.
F3: One-third of the stock options become exercisable on the first, second and third anniversary of the grant.
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 |
|---|---|---|---|---|---|---|
| January 02, 2020 Filed Jan 6, 2020 22:38 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 18,845 | $0.00 Strike: $46.42 | $0.00 |
DisclosureSEC source: 0001567619-20-000631 · doc1.xml · derivative · entry 2 Wamsley James P · CIK 0001792407 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,845 Underlying: Common Shares · 18,845 shares Expires 2030-01-02 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 02, 2020 Filed Jan 6, 2020 22:38 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 4,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000631 · doc1.xml · nonDerivative · entry 1 Wamsley James P · CIK 0001792407 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,741 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 Pentair plc share upon vesting. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:13 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 13,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022658 · doc1.xml · nonDerivative · entry 1 Wamsley James P · CIK 0001792407 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,702 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 Pentair plc share 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.