Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | VP & Pres.-Aerospace Grp. | August 16, 2023 | August 18, 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 August 16, 2023 · Filed August 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $406.32 · Expires 2033-08-15 | Direct | 7,780 |
Reported balance
After 2023-08-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-08-16 · Grant · Acquired 7,780 · Balance 7,780 F1: The Stock Appreciation Rights award vests in three equal annual installments beginning 8/16/24. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Appreciation Rights award vests in three equal annual installments beginning 8/16/24.
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 |
|---|---|---|---|---|---|---|
| August 10, 2005 Filed Aug 11, 2005 19:58 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 3,395 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-05-000060 · edgar.xml · nonDerivative · entry 1 SHERRARD ROBER S · CIK 0001268901 · VP, Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,415 F1 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 4,275 | $0.00 Strike: $39.84 | $0.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · derivative · entry 10 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,275 shares Expires 2012-08-06 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 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vested in two equal installments on 8/7/2003 and 8/7/2004. Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,700 | $75.30 | $128,010.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 9 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 200 | $75.31 | $15,062.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 8 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 500 | $75.32 | $37,660.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 7 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 300 | $75.35 | $22,605.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 6 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 100 | $75.36 | $7,536.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 5 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 832 | $75.39 | $62,724.48 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 4 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 643 | $75.25 | $48,385.75 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 3 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| December 13, 2004 Filed Dec 14, 2004 15:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 4,275 | $39.84 | $170,316.00 |
DisclosureSEC source: 0000076334-04-000096 · edgar.xml · nonDerivative · entry 2 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 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. Read SEC document |
| November 23, 2004 Filed Nov 24, 2004 20:35 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 1,425 | $0.00 Strike: $39.84 | $0.00 |
DisclosureSEC source: 0000076334-04-000086 · edgar.xml · derivative · entry 5 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,275 Underlying: Common Stock · 1,425 shares Expires 2012-08-06 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 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vested in two equal installments on 8/7/2003 and 8/7/2004. Read SEC document |
| November 23, 2004 Filed Nov 24, 2004 20:35 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,211 | $74.81 | $90,594.91 |
DisclosureSEC source: 0000076334-04-000086 · edgar.xml · nonDerivative · entry 4 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| November 23, 2004 Filed Nov 24, 2004 20:35 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 214 | $75.03 | $16,056.42 |
DisclosureSEC source: 0000076334-04-000086 · edgar.xml · nonDerivative · entry 3 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| November 23, 2004 Filed Nov 24, 2004 20:35 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,425 | $39.84 | $56,772.00 |
DisclosureSEC source: 0000076334-04-000086 · edgar.xml · nonDerivative · entry 2 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 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. Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock · Derivative | 2,500 | Not disclosed Strike: $44.42 | Not disclosed |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · derivative · entry 9 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2011-08-07 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 · price: Granted under the Corporation's 1993 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vests in two equal installments on 8/08/02 and 8/08/03. Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 500 | $58.15 | $29,075.00 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 8 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 600 | $58.16 | $34,896.00 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 7 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 200 | $58.19 | $11,638.00 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 6 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 400 | $58.21 | $23,284.00 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 5 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 609 | $58.24 | $35,468.16 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 4 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 191 | $58.36 | $11,146.76 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 3 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Read SEC document |
| September 14, 2004 Filed Sep 14, 2004 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,500 | $44.42 | $111,050.00 |
DisclosureSEC source: 0000076334-04-000052 · edgar.xml · nonDerivative · entry 2 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 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. Read SEC document |
| August 11, 2004 Filed Aug 12, 2004 19:38 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock · Derivative | 7,000 | Not disclosed Strike: $54.39 | Not disclosed |
DisclosureSEC source: 0000076334-04-000047 · edgar.xml · derivative · entry 3 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2014-08-10 F3 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option vests in two equal installments on 8/11/05 and 8/11/06. Read SEC document |
| August 11, 2004 Filed Aug 12, 2004 19:38 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-04-000047 · edgar.xml · nonDerivative · entry 2 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 F1 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock · Derivative | 1,420 | $0.00 Strike: $35.94 | $0.00 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · derivative · entry 8 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,420 shares Expires 2010-08-08 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 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option vested in two equal installments on 8/9/01 and 8/9/02. Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock · Derivative | 390 | $0.00 Strike: $45.00 | $0.00 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · derivative · entry 7 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 390 shares Expires 2009-08-10 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 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vested in two equal installments on 8/11/00 and 8/11/01. Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,597 | $54.55 | $87,116.35 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · nonDerivative · entry 6 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 186 | $54.65 | $10,164.90 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · nonDerivative · entry 5 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,420 | $35.94 | $51,031.25 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · nonDerivative · entry 4 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 27 | $54.65 | $1,475.55 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · nonDerivative · entry 3 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 390 | $45.00 | $17,550.00 |
DisclosureSEC source: 0000076334-04-000003 · edgar.xml · nonDerivative · entry 2 SHERRARD ROBER S · CIK 0001268901 · VP, PRESIDENT-INSTRUMENTATION 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. 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.