Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARD C R INC /NJ/BCR · Entity 170698 | Director | December 29, 2017 | January 03, 2018 |
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 11, 2022 | May 13, 2022 |
| Ingersoll Rand Inc.IR · Entity 3152 | Director | February 27, 2024 | February 29, 2024 |
| Trane Technologies plcTT · Entity 2921 | Director | June 01, 2023 | June 05, 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.
BARD C R INC /NJ/
Report date December 29, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 1
1 source rowRow 1 · 2017-12-29 · Disposition to issuer · Disposed 15,523.1239 · Balance 0 F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $88.76 · Expires 2018-07-09 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-12-29 · Disposition to issuer · Disposed 1,200 · Balance 0 F2: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $81.70 · Expires 2019-12-09 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-12-29 · Disposition to issuer · Disposed 1,200 · Balance 0 F2: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-12-29 · Disposition to issuer · Disposed 20,014.22 · Balance 0 F4: Units are credited under the Company's Deferred Compensation Contract, Deferral of Directors' Fees. F5: Conversion is 1 for 1. F6: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement. F7: Includes 10,934.90 units for dividend credits. |
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-12-29 · Disposition to issuer · Disposed 25,002 · Balance 0 F8: Units granted under the Company's Stock Equivalent Plan for Outside Directors. F5: Conversion is 1 for 1. F9: These units, which are 100% vested, were assumed by BD at the effective time of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration").
F2: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated.
F3: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock.
F4: Units are credited under the Company's Deferred Compensation Contract, Deferral of Directors' Fees.
F5: Conversion is 1 for 1.
F6: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement.
F7: Includes 10,934.90 units for dividend credits.
F8: Units granted under the Company's Stock Equivalent Plan for Outside Directors.
F9: These units, which are 100% vested, were assumed by BD at the effective time of the Merger.
CVS HEALTH Corp
Report date May 11, 2022 · Filed May 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,852 |
Reported balance
After 2022-05-11 transaction · row 1
1 source rowRow 1 · 2022-05-11 · Grant · Acquired 38 · Balance 37,852 F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 7 |
Reported balance
Holding disclosure · report date 2022-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.
Ingersoll Rand Inc.
Report date February 27, 2024 · Filed February 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,129 |
Reported balance
After 2024-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-02-27 · Grant · Acquired 2,129 · Balance 2,129 F1: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
Trane Technologies plc
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 97,820.937 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Tax withholding · Disposed 374 · Balance 97,820.937 |
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 27, 2024 Filed Feb 29, 2024 19:38 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-010531 · form4.xml · derivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,129 Underlying: Common Stock · 2,129 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 18:31 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 3,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-009583 · form4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,022 shares Expires not disclosed 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_price: Represents restricted stock units originally granted on February 23, 2023, which vested on February 23, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on February 23, 2023, which vested on February 23, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on February 23, 2023, which vested on February 23, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 18:31 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 3,022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-24-009583 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,256 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 · price: Represents restricted stock units originally granted on February 23, 2023, which vested on February 23, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:20 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 374 | $165.91 | $62,050.34 |
DisclosureSEC source: 0001466258-23-000158 · wk-form4_1685996425.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,820.937 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 18:02 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 3,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-008968 · form4.xml · derivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,022 Underlying: Common Stock · 3,022 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on February 23, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on February 23, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on February 23, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:40 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 3,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-008681 · form4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,296 shares Expires not disclosed 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_price: Represents restricted stock units originally granted on February 22, 2022, which vested on February 22, 2023 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on February 22, 2022, which vested on February 22, 2023 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on February 22, 2022, which vested on February 22, 2023 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:40 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 3,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-23-008681 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,234 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 · price: Represents restricted stock units originally granted on February 22, 2022, which vested on February 22, 2023 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 16:17 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 256 | $138.44 | $35,440.64 |
DisclosureSEC source: 0001466258-22-000146 · wf-form4_165463302370713.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,024.65 Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 16:12 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-22-000128 · wf-form4_165428712068459.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,280.65 F1 · shares: Represents restricted stock units that fully vest on June 2, 2023. Read SEC document |
| May 11, 2022 Filed May 13, 2022 20:55 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 38 | $97.99 | $3,723.62 |
DisclosureSEC source: 0001127602-22-014472 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,852 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:30 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 3,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-006700 · form4.xml · derivative · entry 3 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,839 shares Expires not disclosed 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_price: Represents restricted stock units originally granted on February 23, 2021 which vested on February 23, 2022 and upon vesting were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on February 23, 2021 which vested on February 23, 2022 and upon vesting were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on February 23, 2021 which vested on February 23, 2022 and upon vesting were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:30 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 3,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-006700 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,938 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 · price: Represents restricted stock units originally granted on February 23, 2021 which vested on February 23, 2022 and upon vesting were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:30 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 3,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-006700 · form4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,296 Underlying: Common Stock · 3,296 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units vest on February 22, 2023 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F2 · derivative.exercise_date: These restricted stock units vest on February 22, 2023 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F2 · derivative.expiration_date: These restricted stock units vest on February 22, 2023 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:38 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,314 | $92.73 | $121,847.22 |
DisclosureSEC source: 0001127602-21-029708 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,814 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 16:12 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 654 | $181.64 | $118,792.56 |
DisclosureSEC source: 0001466258-21-000135 · wf-form4_162309673995606.xml · nonDerivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,199.56 Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 16:12 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-21-000135 · wf-form4_162309673995606.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,853.56 F1 · shares: Represents restricted stock units that fully vest on June 3, 2022. Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,446 | $84.27 | $121,854.42 |
DisclosureSEC source: 0001127602-21-016906 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,500 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 20:27 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 6,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-007892 · form4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,297 shares Expires not disclosed 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_price: Represents restricted stock units originally granted on March 6, 2020 which vested on March 6, 2021 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on March 6, 2020 which vested on March 6, 2021 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on March 6, 2020 which vested on March 6, 2021 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 20:27 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 6,297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-007892 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,099 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 · price: Represents restricted stock units originally granted on March 6, 2020 which vested on March 6, 2021 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 20:39 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 3,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-006266 · form4.xml · derivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,839 Underlying: Common Stock · 3,839 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on February 23, 2022 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on February 23, 2022 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on February 23, 2022 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:02 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,836 | $66.35 | $121,818.60 |
DisclosureSEC source: 0001127602-20-029712 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,054 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 16:25 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 802 | $102.01 | $81,812.02 |
DisclosureSEC source: 0001466258-20-000162 · wf-form4_159173433750608.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,830.48 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 16:26 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-20-000126 · wf-form4_159164798893086.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,632.48 F1 · shares: Represents restricted stock units that fully vest on June 4, 2021. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,955 | $62.31 | $121,816.05 |
DisclosureSEC source: 0001127602-20-016776 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,218 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 18:04 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 6,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-005401 · form4.xml · derivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,297 Underlying: Common Stock · 6,297 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on March 6, 2021 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 21:54 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantCommon Stock | 23,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-20-004718 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,802 F1 · kind: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 30, 2019, by and among Gardner Denver Holdings, Inc. (the "Company" or the "Issuer"), Ingersoll-Rand plc ("Trane"), Ingersoll-Rand U.S. HoldCo, Inc. ("SpinCo") and Charm Merger Sub Inc. ("Merger Sub"), pursuant to which, Merger Sub merged with and into SpinCo, the separate corporate existence of Merger Sub ceased and SpinCo continued as the surviving company and as a wholly owned subsidiary of the Company (the "Merger"). The Merger closed on February 29, 2020. In connection with the Merger, the Company subsequently changed its name to "Ingersoll Rand Inc." Pursuant to the terms of the Merger Agreement, the stockholders of SpinCo at the effective time of the Merger received 0.8824 shares of Company common stock for each share of Ingersoll Rand Industrial common stock. F1 · price: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 30, 2019, by and among Gardner Denver Holdings, Inc. (the "Company" or the "Issuer"), Ingersoll-Rand plc ("Trane"), Ingersoll-Rand U.S. HoldCo, Inc. ("SpinCo") and Charm Merger Sub Inc. ("Merger Sub"), pursuant to which, Merger Sub merged with and into SpinCo, the separate corporate existence of Merger Sub ceased and SpinCo continued as the surviving company and as a wholly owned subsidiary of the Company (the "Merger"). The Merger closed on February 29, 2020. In connection with the Merger, the Company subsequently changed its name to "Ingersoll Rand Inc." Pursuant to the terms of the Merger Agreement, the stockholders of SpinCo at the effective time of the Merger received 0.8824 shares of Company common stock for each share of Ingersoll Rand Industrial common stock. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:31 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,551 | $74.92 | $116,200.92 |
DisclosureSEC source: 0001127602-19-033590 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,263 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 16:12 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 866 | $125.22 | $108,440.52 |
DisclosureSEC source: 0001466258-19-000216 · wf-form4_156028390561151.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,452.21 Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 16:45 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-19-000194 · wf-form4_156019953349429.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,318.21 F1 · shares: Represents restricted stock units that fully vest on June 6, 2020. Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:13 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,222 | $52.30 | $116,210.60 |
DisclosureSEC source: 0001127602-19-019174 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,712 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:52 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,332 | $78.77 | $104,921.64 |
DisclosureSEC source: 0001127602-18-032671 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,490 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 16:12 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 778 | $90.51 | $70,412.89 |
DisclosureSEC source: 0001466258-18-000181 · wf-form4_152883434173901.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,002 Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 16:09 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-18-000157 · wf-form4_152874774946813.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,780 F1 · shares: Represents restricted stock units that fully vest on June 7, 2019. Read SEC document |
| June 04, 2018 Filed Jun 7, 2018 13:34 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,638 | $64.10 | $104,995.80 |
DisclosureSEC source: 0001127602-18-020286 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,158 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:31 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerShare Equivalent Units · Derivative | 25,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-000464 · doc4.xml · derivative · entry 5 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,002 shares Expires not disclosed F8 · security: Units granted under the Company's Stock Equivalent Plan for Outside Directors. F5 · derivative.exercise_price: Conversion is 1 for 1. F9 · price: These units, which are 100% vested, were assumed by BD at the effective time of the Merger. F9 · derivative.exercise_date: These units, which are 100% vested, were assumed by BD at the effective time of the Merger. F9 · derivative.expiration_date: These units, which are 100% vested, were assumed by BD at the effective time of the Merger. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:31 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerPhantom Stock Units · Derivative | 20,014.22 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-000464 · doc4.xml · derivative · entry 4 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,014.22 shares Expires not disclosed F4 · security: Units are credited under the Company's Deferred Compensation Contract, Deferral of Directors' Fees. F5 · derivative.exercise_price: Conversion is 1 for 1. F6 · price: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement. F6 · derivative.exercise_date: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement. F6 · derivative.expiration_date: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement. F7 · derivative.underlying_shares: Includes 10,934.90 units for dividend credits. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:31 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerOption (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $81.70 | $0.00 |
DisclosureSEC source: 0001225208-18-000464 · doc4.xml · derivative · entry 3 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2019-12-09 F2 · security: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3 · price: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. F3 · derivative.exercise_date: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:31 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerOption (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $88.76 | $0.00 |
DisclosureSEC source: 0001225208-18-000464 · doc4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2018-07-09 F2 · security: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3 · price: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. F3 · derivative.exercise_date: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:31 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerCommon Stock | 15,523.1239 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000464 · doc4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). Read SEC document |
| December 04, 2017 Filed Dec 5, 2017 15:05 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantShare Equivalent Units · Derivative | 245 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018192 · doc4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,002 Underlying: Common Stock · 245 shares Expires not disclosed F3 · security: Units granted under the Company's Stock Equivalent Plan for Outside Directors. F4 · derivative.exercise_price: Conversion is 1 for 1. F5 · derivative.exercise_date: Share Equivalent Units are settled in cash upon termination as a director. F5 · derivative.expiration_date: Share Equivalent Units are settled in cash upon termination as a director. Read SEC document |
| December 04, 2017 Filed Dec 5, 2017 15:05 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018192 · doc4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,523.1239 F1 · kind: Stock award granted in accordance with the 2005 Directors' Stock Award Plan, as amended and restated, that fully vests in three years from the date of grant, subject to earlier acceleration. F2 · balance_after: Includes 12.4213 shares acquired under the Company's Dividend Reinvestment Plan from May 13, 2017 to August 4, 2017. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 22:02 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,521 | $68.99 | $104,933.79 |
DisclosureSEC source: 0001127602-17-031771 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,520 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 16:07 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-17-000195 · wf-form4_149703881339084.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,037.34 F1 · shares: Represents restricted stock units that fully vest on June 8, 2018. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:15 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 1,032 | $89.64 | $92,503.32 |
DisclosureSEC source: 0001466258-17-000176 · wf-form4_149678012518748.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,417.34 Read SEC document |
| May 16, 2017 Filed May 18, 2017 11:06 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionOption (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $83.47 | $0.00 |
DisclosureSEC source: 0001225208-17-010021 · doc4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2017-07-11 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 · security: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3 · derivative.exercise_date: Options are fully vested. Read SEC document |
| May 16, 2017 Filed May 18, 2017 11:06 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionCommon Stock | 1,200 | $83.47 | $100,167.60 |
DisclosureSEC source: 0001225208-17-010021 · doc4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,212.7026 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 · balance_after: Includes 27.1340 shares acquired under the Company's Dividend Reinvestment Plan from November 5, 2016 to May 12, 2017. Read SEC document |
| May 10, 2017 Filed May 12, 2017 21:09 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,297 | $80.94 | $104,979.18 |
DisclosureSEC source: 0001127602-17-017948 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,999 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 16:10 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantShare Equivalent Units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043325 · doc4.xml · derivative · entry 2 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,757 Underlying: Common Stock · 375 shares Expires not disclosed F3 · security: Units granted under the Company's Stock Equivalent Plan for Outside Directors. F4 · derivative.exercise_price: Conversion is 1 for 1. F5 · derivative.exercise_date: Share Equivalent Units are settled in cash upon termination as a director. F5 · derivative.expiration_date: Share Equivalent Units are settled in cash upon termination as a director. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 16:10 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043325 · doc4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,985.5686 F1 · kind: Stock award granted in accordance with the 2005 Directors' Stock Award Plan, as amended and restated, that fully vests in three years from the date of grant. F2 · balance_after: Includes 46.5237 shares acquired under the Company's Dividend Reinvestment Plan from February 6, 2016 to November 4, 2016. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 20:36 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,250 | $83.95 | $104,937.50 |
DisclosureSEC source: 0001127602-16-066176 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,702 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. 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.