Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ingersoll Rand Inc.IR · Entity 3152 | Director | February 26, 2026 | March 02, 2026 |
| THERMO FISHER SCIENTIFIC INC.TMO · Entity 2836 | Retiring Executive VP & COO | February 25, 2022 | March 02, 2022 |
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.
Ingersoll Rand Inc.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,705.552 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Exercise / conversion · Acquired 2,309 · Balance 11,705.552 F1: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-26 · Exercise / conversion · Disposed 2,309 · Balance 0 F1: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to 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: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
THERMO FISHER SCIENTIFIC INC.
Report date February 25, 2022 · Filed March 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,141 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Tax withholding · Disposed 1,880 · Balance 62,141 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 477.4 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 477.4 |
| Common StockSEC Table I · non-derivative | IndirectBy Grace S. Stevenson Irrevocable Trust | 5,320 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,320 |
| Common StockSEC Table I · non-derivative | IndirectBy Matthew L. Stevenson Irrevocable Trust | 5,320 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,320 |
| Common StockSEC Table I · non-derivative | IndirectBy Jack A. Stevenson Irrevocable Trust | 5,320 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,320 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 2021 | 15,625 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 15,625 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 14,162 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 14,162 |
| Common StockSEC Table I · non-derivative | IndirectBy Stevenson 2010 Living Trust | 22,272 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 22,272 |
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 25, 2018 Filed Aug 28, 2018 20:44 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,481 | $234.71 | $347,605.51 |
DisclosureSEC source: 0001127602-18-026397 · form4.xml · nonDerivative · entry 2 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,134 Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 20:44 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,534 | $234.71 | $360,045.14 |
DisclosureSEC source: 0001127602-18-026397 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,615 F1 · balance_after: Includes 127 shares acquired under the Issuer's employees' stock purchase plan on June 29, 2018. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 2,376 | $208.58 | $495,586.08 |
DisclosureSEC source: 0001127602-18-009380 · form4.xml · nonDerivative · entry 4 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,022 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 38,900 | $0.00 Strike: $210.68 | $0.00 |
DisclosureSEC source: 0001127602-18-009380 · form4.xml · derivative · entry 6 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,900 Underlying: Common Stock · 38,900 shares Expires 2025-02-27 F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 27, 2019. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 2,568 | $210.68 | $541,026.24 |
DisclosureSEC source: 0001127602-18-009380 · form4.xml · nonDerivative · entry 3 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,398 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 15,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009380 · form4.xml · nonDerivative · entry 2 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,966 F1 · shares: Shares represent a performance-based restricted stock unit award granted on February 28, 2017. The Company's Compensation Committee determined on February 27, 2018, that the performance criteria related to this award was satisfied. One-third of the shares vested on February 27, 2018, one-third of the shares vest on February 27, 2019, and the remaining one-third vest on February 27, 2020. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 8,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009380 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,366 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:28 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,610 | $211.71 | $340,853.10 |
DisclosureSEC source: 0001127602-18-008667 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,666 Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 20:27 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 72,700 | $0.00 Strike: $190.59 | $0.00 |
DisclosureSEC source: 0001127602-17-027264 · form4.xml · derivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,700 Underlying: Common Stock · 72,700 shares Expires 2024-09-07 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on September 7, 2018. Read SEC document |
| August 28, 2017 Filed Aug 29, 2017 22:49 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 815 | $178.43 | $145,420.45 |
DisclosureSEC source: 0001127602-17-026677 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,276 Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 22:16 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,738 | $177.22 | $308,008.36 |
DisclosureSEC source: 0001127602-17-026582 · form4.xml · nonDerivative · entry 3 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,091 Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 22:16 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 3,406 | $177.22 | $603,611.32 |
DisclosureSEC source: 0001127602-17-026582 · form4.xml · nonDerivative · entry 2 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,829 Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 22:16 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,501 | $175.96 | $264,115.96 |
DisclosureSEC source: 0001127602-17-026582 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,235 F1 · balance_after: Includes 150 shares acquired under the Issuer's employees' stock purchase plan on June 30, 2017. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 49,500 | $0.00 Strike: $157.68 | $0.00 |
DisclosureSEC source: 0001127602-17-009849 · form4.xml · derivative · entry 5 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,500 Underlying: Common Stock · 49,500 shares Expires 2024-02-28 F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 28, 2018. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 2,266 | $157.68 | $357,302.88 |
DisclosureSEC source: 0001127602-17-009849 · form4.xml · nonDerivative · entry 3 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,586 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 10,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009849 · form4.xml · nonDerivative · entry 2 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,852 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:55 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 14,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009849 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,452 F1 · shares: Shares represent a performance-based restricted stock unit award granted on February 24, 2016. The Company's Compensation Committee determined on February 28, 2017, that the performance criteria related to this award was satisfied. One-third of the shares vested on February 28, 2017, one-third of the shares vest on February 28, 2018, and the remaining one-third vest on February 28, 2019. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:10 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,735 | $158.98 | $275,830.30 |
DisclosureSEC source: 0001127602-17-008951 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,077 Read SEC document |
| June 30, 2016 Filed Feb 10, 2017 22:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 178 | $140.37 | $24,985.86 |
DisclosureSEC source: 0001127602-17-005055 · form5.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,812 F1 · kind: The shares were acquired under the Issuer's employees' stock purchase plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 24, 2016 Filed Feb 26, 2016 22:39 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 47,650 | $0.00 Strike: $129.77 | $0.00 |
DisclosureSEC source: 0001127602-16-043633 · form4.xml · derivative · entry 5 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,650 Underlying: Common Stock · 47,650 shares Expires 2023-02-24 F3 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 24, 2017. Read SEC document |
| February 24, 2016 Filed Feb 26, 2016 22:39 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 2,409 | $129.77 | $312,615.93 |
DisclosureSEC source: 0001127602-16-043633 · form4.xml · nonDerivative · entry 3 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,634 Read SEC document |
| February 24, 2016 Filed Feb 26, 2016 22:39 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-043633 · form4.xml · nonDerivative · entry 2 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,043 Read SEC document |
| February 24, 2016 Filed Feb 26, 2016 22:39 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 13,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-043633 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,543 F1 · shares: Shares represent a performance-based restricted stock unit award granted on February 25, 2015. The Company's Compensation Committee determined on February 24, 2016, that the performance criteria related to this award was satisfied. One-third of the shares vested on February 24, 2016, one-third of the shares vest on February 24, 2017, and the remaining one-third vest on February 24, 2018. Read SEC document |
| August 26, 2015 Filed Aug 27, 2015 22:08 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 2,838 | $125.26 | $355,487.88 |
DisclosureSEC source: 0001127602-15-026017 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,668 Read SEC document |
| August 25, 2015 Filed Aug 26, 2015 20:37 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 869 | $120.05 | $104,323.45 |
DisclosureSEC source: 0001127602-15-025914 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,506 F1 · balance_after: Includes 195 shares acquired under the Issuer's employees' stock purchase plan on June 30, 2015. Read SEC document |
| February 25, 2015 Filed Feb 27, 2015 22:04 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 44,000 | $0.00 Strike: $131.07 | $0.00 |
DisclosureSEC source: 0001127602-15-008825 · form4.xml · derivative · entry 3 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 Underlying: Common Stock · 44,000 shares Expires 2022-02-25 F3 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 25, 2016. Read SEC document |
| February 25, 2015 Filed Feb 27, 2015 22:04 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 11,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-008825 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,180 F1 · balance_after: Includes 33 shares acquired under the Issuer's employees' stock purchase plan on December 31, 2014. Read SEC document |
| August 26, 2014 Filed Aug 28, 2014 23:36 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | Tax withholdingCommon Stock | 1,703 | $120.71 | $205,569.13 |
DisclosureSEC source: 0001127602-14-026761 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,047 Read SEC document |
| February 26, 2014 Filed Feb 28, 2014 22:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $124.28 | $0.00 |
DisclosureSEC source: 0001127602-14-009289 · form4.xml · derivative · entry 2 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2021-02-26 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 26, 2015. Read SEC document |
| February 26, 2014 Filed Feb 28, 2014 22:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 21,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-009289 · form4.xml · nonDerivative · entry 1 Stevenson Mark · CIK 0001387890 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,750 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.