Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOVER CorpDOV · Entity 3179 | Vice President | November 22, 2019 | November 25, 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.
DOVER Corp
Report date November 22, 2019 · Filed November 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 2,506 |
Reported balance
After 2019-11-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-11-22 · Sale · Disposed 6,559 · Balance 2,506 F1: Includes 32 shares acquired under Dover's 401(k) plan since the date of the reporting person's last ownership report. |
| Common StockSEC Table I · non-derivative | Direct | 5,296 |
Reported balance
Holding disclosure · report date 2019-11-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,296 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 32 shares acquired under Dover's 401(k) plan since the date of the reporting person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| February 10, 2017 Filed Feb 14, 2017 22:04 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerPerformance Shares · Derivative | 3,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001302644-17-000001 · edgar.xml · derivative · entry 5 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,636 shares Expires not disclosed F2 · derivative.exercise_price: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. F2 · derivative.exercise_date: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. F2 · derivative.expiration_date: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:04 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001302644-17-000001 · edgar.xml · nonDerivative · entry 2 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,503 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. Read SEC document |
| February 10, 2017 Filed Feb 17, 2017 21:14 UTC Amendment | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 27,750 | $0.00 Strike: $79.28 | $0.00 |
DisclosureSEC source: 0001302644-17-000003 · edgar.xml · derivative · entry 5 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,750 Underlying: Common Stock · 27,750 shares Expires 2027-02-10 Read SEC document |
| February 10, 2017 Filed Feb 17, 2017 21:14 UTC Amendment | DOVER Corp DOV · Entity 3179 | Disposition to issuerPerformance Shares · Derivative | 3,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001302644-17-000003 · edgar.xml · derivative · entry 4 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,636 shares Expires not disclosed F3 · derivative.exercise_price: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. F3 · derivative.exercise_date: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. F3 · derivative.expiration_date: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. Read SEC document |
| February 10, 2017 Filed Feb 17, 2017 21:14 UTC Amendment | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001302644-17-000003 · edgar.xml · nonDerivative · entry 2 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,428 F2 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. F2 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. Read SEC document |
| February 07, 2017 Filed Feb 14, 2017 22:04 UTC | DOVER Corp DOV · Entity 3179 | GiftCommon Stock | 1,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001302644-17-000001 · edgar.xml · nonDerivative · entry 1 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,728 Read SEC document |
| February 07, 2017 Filed Feb 17, 2017 21:14 UTC Amendment | DOVER Corp DOV · Entity 3179 | GiftCommon Stock | 1,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001302644-17-000003 · edgar.xml · nonDerivative · entry 1 Spurgeon William · CIK 0001302644 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 24,803 F1 · balance_after: This amendment is being filed solely to correct that the gift was made from shares held by the trust. 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.