Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| METTLER TOLEDO INTERNATIONAL INC/MTD · Entity 3168 | Head of Product Inspection | December 04, 2019 | December 06, 2019 |
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.
METTLER TOLEDO INTERNATIONAL INC/
Report date December 04, 2019 · Filed December 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,428 |
Ending reported balance
After 2019-12-04 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2019-12-04 · Exercise / conversion · Acquired 902 · Balance 2,455 Row 2 · 2019-12-04 · Exercise / conversion · Acquired 838 · Balance 3,293 Row 3 · 2019-12-04 · Exercise / conversion · Acquired 658 · Balance 3,951 Row 4 · 2019-12-04 · Sale · Disposed 1,075 · Balance 2,876 Row 5 · 2019-12-04 · Sale · Disposed 1,448 · Balance 1,428 F1: Represents the average sales price of multiple individual transactions at prices between $733.00 and $733.60. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $263.62 · Expires 2024-11-06 | Direct | 0 |
Reported balance
After 2019-12-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-04 · Exercise / conversion · Disposed 902 · Balance 0 F2: The options vested annually in five equal installments beginning on the first anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $312.36 · Expires 2025-11-05 | Direct | 838 |
Reported balance
After 2019-12-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-04 · Exercise / conversion · Disposed 838 · Balance 838 F3: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $397.95 · Expires 2026-11-03 | Direct | 1,316 |
Reported balance
After 2019-12-04 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-04 · Exercise / conversion · Disposed 658 · Balance 1,316 F3: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the average sales price of multiple individual transactions at prices between $733.00 and $733.60. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price.
F2: The options vested annually in five equal installments beginning on the first anniversary of the date of grant.
F3: The options vest annually in five equal installments beginning on the first anniversary of the date of 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 |
|---|---|---|---|---|---|---|
| May 16, 2017 Filed May 18, 2017 14:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 500 | $0.00 Strike: $263.62 | $0.00 |
DisclosureSEC source: 0001515622-17-000033 · edgar.xml · derivative · entry 6 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,010 Underlying: Common Stock, par value $0.01 per share · 500 shares Expires 2024-11-06 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 · derivative.exercise_date: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 14:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 877 | $0.00 Strike: $244.99 | $0.00 |
DisclosureSEC source: 0001515622-17-000033 · edgar.xml · derivative · entry 5 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 Underlying: Common Stock, par value $0.01 per share · 877 shares Expires 2023-11-07 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 · derivative.exercise_date: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 14:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 320 | $565.01 | $180,803.20 |
DisclosureSEC source: 0001515622-17-000033 · edgar.xml · nonDerivative · entry 4 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 F1 · price: Represents the average sales price of multiple individual transactions at prices between $565.00 and $565.06. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| May 16, 2017 Filed May 18, 2017 14:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 390 | $564.00 | $219,960.00 |
DisclosureSEC source: 0001515622-17-000033 · edgar.xml · nonDerivative · entry 3 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 Read SEC document |
| May 16, 2017 Filed May 18, 2017 14:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 500 | $263.62 | $131,810.00 |
DisclosureSEC source: 0001515622-17-000033 · edgar.xml · nonDerivative · entry 2 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,377 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 |
| May 16, 2017 Filed May 18, 2017 14:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 877 | $244.99 | $214,856.23 |
DisclosureSEC source: 0001515622-17-000033 · edgar.xml · nonDerivative · entry 1 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 877 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 |
| March 09, 2017 Filed Mar 13, 2017 13:35 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 218 | $484.00 | $105,512.00 |
DisclosureSEC source: 0001515622-17-000018 · edgar.xml · nonDerivative · entry 1 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 14:36 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $244.99 | $0.00 |
DisclosureSEC source: 0001515622-17-000006 · edgar.xml · derivative · entry 3 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795 Underlying: Common Stock, par value $0.01 per share · 1,000 shares Expires 2023-11-07 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. F1 · derivative.exercise_date: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 14:36 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 1,000 | $461.81 | $461,810.00 |
DisclosureSEC source: 0001515622-17-000006 · edgar.xml · nonDerivative · entry 2 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 14:36 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 1,000 | $244.99 | $244,990.00 |
DisclosureSEC source: 0001515622-17-000006 · edgar.xml · nonDerivative · entry 1 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,218 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 07, 2016 Filed Nov 9, 2016 16:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $244.99 | $0.00 |
DisclosureSEC source: 0001515622-16-000129 · edgar.xml · derivative · entry 6 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,795 Underlying: Common Stock, par value $0.01 per share · 1,000 shares Expires 2023-11-07 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. F3 · derivative.exercise_date: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 2,136 | $0.00 Strike: $169.37 | $0.00 |
DisclosureSEC source: 0001515622-16-000129 · edgar.xml · derivative · entry 5 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284 Underlying: Common Stock, par value $0.01 per share · 2,136 shares Expires 2022-10-31 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 · derivative.exercise_date: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 2,079 | $428.31 | $890,456.49 |
DisclosureSEC source: 0001515622-16-000129 · edgar.xml · nonDerivative · entry 4 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218 F2 · price: Represents the average sales price of multiple individual transactions at prices between $428.08 and $428.95. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 1,057 | $427.44 | $451,804.08 |
DisclosureSEC source: 0001515622-16-000129 · edgar.xml · nonDerivative · entry 3 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,297 F1 · price: Represents the average sales price of multiple individual transactions at prices between $427.01 and $427.89. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 1,000 | $244.99 | $244,990.00 |
DisclosureSEC source: 0001515622-16-000129 · edgar.xml · nonDerivative · entry 2 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,354 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 07, 2016 Filed Nov 9, 2016 16:18 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 2,136 | $169.37 | $361,774.32 |
DisclosureSEC source: 0001515622-16-000129 · edgar.xml · nonDerivative · entry 1 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,354 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 03, 2016 Filed Nov 7, 2016 18:28 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 3,290 | $0.00 Strike: $397.95 | $0.00 |
DisclosureSEC source: 0001515622-16-000120 · edgar.xml · derivative · entry 1 Kirk Simon · CIK 0001542924 · Head of Product Inspection 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290 Underlying: Common Stock, par value $0.01 per share · 3,290 shares Expires 2026-11-03 F1 · derivative.exercise_date: The options vest annually in five equal installments beginning on the first anniversary of the date of grant. 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.