Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | VP & Pres.- Instrument. Grp. | September 07, 2023 | September 08, 2023 |
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.
Parker-Hannifin Corp
Report date September 07, 2023 · Filed September 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,782 |
Reported balance
After 2023-09-07 transaction · row 1
1 source rowRow 1 · 2023-09-07 · Gift · Disposed 370 · Balance 10,782 |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan and Savings Restoration Plan | 10,984.9 |
Reported balance
Holding disclosure · report date 2023-09-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,984.9 |
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 |
|---|---|---|---|---|---|---|
| April 21, 2017 Filed Apr 25, 2017 19:46 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 599 | $157.07 | $94,084.93 |
DisclosureSEC source: 0000076334-17-000038 · edgar.xml · nonDerivative · entry 3 Bowman William R · CIK 0001683940 · VP Pres - Instrumentation Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,072 Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 19:46 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-17-000038 · edgar.xml · nonDerivative · entry 2 Bowman William R · CIK 0001683940 · VP Pres - Instrumentation Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,671 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.