Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | Director | October 26, 2022 | October 28, 2022 |
| Transocean Ltd.RIG · Entity 3732 | Director | May 22, 2026 | May 27, 2026 |
| Woodward, Inc.WWD · Entity 3264 | EVP and CFO | August 21, 2026 | August 25, 2026 |
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 October 26, 2022 · Filed October 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,585 |
Reported balance
After 2022-10-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-10-26 · Grant · Acquired 653 · Balance 1,585 F1: Award of Restricted Stock Units on October 26, 2022 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2: Includes 9 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock Units on October 26, 2022 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting.
F2: Includes 9 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan.
Transocean Ltd.
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Registered SharesSEC Table I · non-derivative | Direct | 61,419 |
Ending reported balance
After 2026-05-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-22 · Exercise / conversion · Acquired 82,353 · Balance 82,353 F1: Restricted Units, which are 1-for-1 share equivalents, acquired on May 30, 2025, pursuant to the Issuer's long-term incentive plan. The restricted share units vested on May 22, 2026, and the reporting person elected not to defer the receipt of the registered shares. Row 2 · 2026-05-26 · Tax withholding · Disposed 20,934 · Balance 61,419 F2: Shares sold upon vesting to satisfy tax withholding obligations. |
| Restricted UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 30,435 |
Reported balance
After 2026-05-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-22 · Grant · Acquired 30,435 · Balance 30,435 F3: Restricted Units, which are 1-for-1 registered share equivalents, were acquired on May 22, 2026, pursuant to the Issuer's long-term incentive plan. Restricted Units vest on the earlier of: (i) May 22, 2027, or (ii) the date of the next Annual General Meeting of the Company's shareholders following the May 22, 2026 grant date. Such Restricted Units will be payable in registered shares of the Issuer following the applicable vesting date, pursuant to the terms and conditions of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Units, which are 1-for-1 share equivalents, acquired on May 30, 2025, pursuant to the Issuer's long-term incentive plan. The restricted share units vested on May 22, 2026, and the reporting person elected not to defer the receipt of the registered shares.
F2: Shares sold upon vesting to satisfy tax withholding obligations.
F3: Restricted Units, which are 1-for-1 registered share equivalents, were acquired on May 22, 2026, pursuant to the Issuer's long-term incentive plan. Restricted Units vest on the earlier of: (i) May 22, 2027, or (ii) the date of the next Annual General Meeting of the Company's shareholders following the May 22, 2026 grant date. Such Restricted Units will be payable in registered shares of the Issuer following the applicable vesting date, pursuant to the terms and conditions of the award.
Woodward, Inc.
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Woodward, Inc. Common StockSEC Table I · non-derivative | Direct | 13,073 |
Reported balance
After 2026-08-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-21 · Tax withholding · Disposed 2,562 · Balance 13,073 F1: The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person. F2: Total includes 32 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. |
| Woodward, Inc. Common StockSEC Table I · non-derivative | IndirectBy Woodward Retirement Savings Plan | 258 |
Reported balance
Holding disclosure · report date 2026-08-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 258 F3: The information in this report regarding the number of shares held by the reporting person in the Woodward Retirement Savings Plan is based on a calculation as of August 21, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person.
F2: Total includes 32 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
F3: The information in this report regarding the number of shares held by the reporting person in the Woodward Retirement Savings Plan is based on a calculation as of August 21, 2026.
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 21, 2026 Filed Aug 25, 2026 22:26 UTC | Woodward, Inc. WWD · Entity 3264 | Tax withholdingWoodward, Inc. Common Stock | 2,562 | $343.26 | $879,432.12 |
DisclosureSEC source: 0001193125-26-365490 · ownership.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,073 F1 · kind: The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person. F2 · balance_after: Total includes 32 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. Read SEC document |
| May 26, 2026 Filed May 27, 2026 22:50 UTC | Transocean Ltd. RIG · Entity 3732 | Tax withholdingRegistered Shares | 20,934 | $6.70 | $140,257.80 |
DisclosureSEC source: 0001857038-26-000002 · form4-05272026_100558.xml · nonDerivative · entry 2 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,419 F2 · shares: Shares sold upon vesting to satisfy tax withholding obligations. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:50 UTC | Transocean Ltd. RIG · Entity 3732 | GrantRestricted Units · Derivative | 30,435 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001857038-26-000002 · form4-05272026_100558.xml · derivative · entry 3 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,435 Underlying: Registered Shares · 30,435 shares Expires not disclosed F3 · derivative.exercise_date: Restricted Units, which are 1-for-1 registered share equivalents, were acquired on May 22, 2026, pursuant to the Issuer's long-term incentive plan. Restricted Units vest on the earlier of: (i) May 22, 2027, or (ii) the date of the next Annual General Meeting of the Company's shareholders following the May 22, 2026 grant date. Such Restricted Units will be payable in registered shares of the Issuer following the applicable vesting date, pursuant to the terms and conditions of the award. F3 · derivative.expiration_date: Restricted Units, which are 1-for-1 registered share equivalents, were acquired on May 22, 2026, pursuant to the Issuer's long-term incentive plan. Restricted Units vest on the earlier of: (i) May 22, 2027, or (ii) the date of the next Annual General Meeting of the Company's shareholders following the May 22, 2026 grant date. Such Restricted Units will be payable in registered shares of the Issuer following the applicable vesting date, pursuant to the terms and conditions of the award. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:50 UTC | Transocean Ltd. RIG · Entity 3732 | Exercise / conversionRegistered Shares | 82,353 | $6.81 | $560,823.93 |
DisclosureSEC source: 0001857038-26-000002 · form4-05272026_100558.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,353 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 · shares: Restricted Units, which are 1-for-1 share equivalents, acquired on May 30, 2025, pursuant to the Issuer's long-term incentive plan. The restricted share units vested on May 22, 2026, and the reporting person elected not to defer the receipt of the registered shares. Read SEC document |
| February 12, 2026 Filed Feb 13, 2026 20:39 UTC | Woodward, Inc. WWD · Entity 3264 | Tax withholdingWoodward, Inc. Common Stock | 650 | $380.43 | $247,279.50 |
DisclosureSEC source: 0001193125-26-051137 · ownership.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,603 F1 · kind: The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:08 UTC | Woodward, Inc. WWD · Entity 3264 | Tax withholdingWoodward, Inc. Common Stock | 332 | $391.53 | $129,987.96 |
DisclosureSEC source: 0001193125-26-048721 · ownership.xml · nonDerivative · entry 2 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,253 F3 · kind: The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of RSUs granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:08 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 2,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-048721 · ownership.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,585 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 34% of the award on February 10, 2027 and 33% each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2 · balance_after: Total includes 65 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 21:12 UTC | Transocean Ltd. RIG · Entity 3732 | GrantRestricted Units · Derivative | 82,353 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015249 · form4-06022025_090606.xml · derivative · entry 1 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,353 Underlying: Registered Shares · 82,353 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Units, which are 1-for-1 registered share equivalents, were acquired on May 30, 2025, pursuant to the Issuer's long-term incentive plan. Restricted Units vest on the earlier of: (i) May 30, 2026, or (ii) the date of the next Annual General Meeting of the Company's shareholders following the May 30, 2025 grant date. Pursuant to the award agreement, such Restricted Units will be payable in registered shares of the Issuer following the vesting date, as defined above. F1 · derivative.expiration_date: Restricted Units, which are 1-for-1 registered share equivalents, were acquired on May 30, 2025, pursuant to the Issuer's long-term incentive plan. Restricted Units vest on the earlier of: (i) May 30, 2026, or (ii) the date of the next Annual General Meeting of the Company's shareholders following the May 30, 2025 grant date. Pursuant to the award agreement, such Restricted Units will be payable in registered shares of the Issuer following the vesting date, as defined above. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 13:16 UTC | Woodward, Inc. WWD · Entity 3264 | Tax withholdingWoodward, Inc. Common Stock | 600 | $190.95 | $114,570.00 |
DisclosureSEC source: 0000950170-25-020436 · ownership.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,477 F1 · kind: The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units ("RSUs"). These shares were not issued to or sold by the Reporting Person. Read SEC document |
| February 10, 2025 Filed Feb 13, 2025 00:08 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 3,301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-019149 · ownership.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,077 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 34% of the award on February 10, 2026 and 33% each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.. F1 · balance_after: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 34% of the award on February 10, 2026 and 33% each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.. F2 · balance_after: Total includes 80 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:41 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 5,928 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-015506 · ownership.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,696 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 34% of the award on February 12, 2025 and 33% each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.. F1 · balance_after: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 34% of the award on February 12, 2025 and 33% each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 19:52 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-qualified Stock Options (Right to Buy) · Derivative | 8,293 | $0.00 Strike: $124.82 | $0.00 |
DisclosureSEC source: 0001209191-23-046870 · doc4.xml · derivative · entry 2 Lacey William F. · CIK 0001857038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,293 Underlying: Woodward, Inc. Common Stock · 8,293 shares Expires 2033-08-21 F2 · derivative.exercise_date: Options, which expire August 21, 2033, become exercisable as to 25% of the shares on August 21, 2024 and each one-year anniversary thereafter. F2 · derivative.expiration_date: Options, which expire August 21, 2033, become exercisable as to 25% of the shares on August 21, 2024 and each one-year anniversary thereafter. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 19:52 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 5,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046870 · doc4.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,768 F1 · kind: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on August 21, 2026. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted. F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on August 21, 2026. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 20:06 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-021209 · form4.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,585 F1 · shares: Award of Restricted Stock Units on October 26, 2022 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 9 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 18:37 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-21-000203 · edgar.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 923 F1 · shares: Award of Restricted Stock Units on October 27, 2021 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 2 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 17:58 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-21-000060 · edgar.xml · nonDerivative · entry 1 Lacey William F. · CIK 0001857038 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365 F1 · shares: Award of Restricted Stock Units to vest one year from 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.