Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | November 20, 2019 | November 22, 2019 |
| HUBBELL INCHUBB · Entity 3208 | Director | May 03, 2018 | May 03, 2018 |
| KAMAN CorpKAMN · Entity 91838 | Director | December 31, 2018 | February 13, 2019 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | May 01, 2019 | May 02, 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.
CVS HEALTH Corp
Report date November 20, 2019 · Filed November 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,336 |
Reported balance
After 2019-11-20 transaction · row 1
1 source rowRow 1 · 2019-11-20 · Grant · Acquired 1,676 · Balance 7,336 F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. |
| Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 64,437.8906 |
Reported balance
Holding disclosure · report date 2019-11-20 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 64,437.8906 F2: Consists of deferred stock compensation payable pursuant to Reporting Person's election. |
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.
F2: Consists of deferred stock compensation payable pursuant to Reporting Person's election.
HUBBELL INC
Report date May 03, 2018 · Filed May 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,313 |
Reported balance
After 2018-05-03 transaction · row 1
1 source rowRow 1 · 2018-05-03 · Grant · Acquired 1,172 · Balance 5,313 F1: Restricted stock grant vesting on date of next regularly scheduled Annual Meeting of Shareholders to be held in 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant vesting on date of next regularly scheduled Annual Meeting of Shareholders to be held in 2019.
KAMAN Corp
Report date December 31, 2018 · Filed February 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Kaman Common StockSEC Table I · non-derivative | Direct | 16,410 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 16,410 |
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date May 01, 2019 · Filed May 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 47,277.6944 |
Reported balance
After 2019-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 2,297 · Balance 47,277.6944 F1: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors.
F2: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service.
F3: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date.
F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Trane Technologies plc
Report date June 03, 2021 · Filed June 07, 2021
Section 16 reporting ended · disclosed 2021-06-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 87,403.967 |
Reported balance
After 2021-06-03 transaction · row 1
1 source rowRow 1 · 2021-06-03 · Tax withholding · Disposed 654 · Balance 87,403.967 |
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 |
|---|---|---|---|---|---|---|
| November 04, 2010 Filed Nov 5, 2010 20:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 4,125.6744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-027141 · form4.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,382.4424 Underlying: Common Stock · 4,125.6744 shares Expires not disclosed F1 · shares: Consists of share credits acquired for deferral of semi-annual compensation, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| May 12, 2010 Filed May 14, 2010 20:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 3,579.2952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-014357 · form4.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,062.4688 Underlying: Common Stock · 3,579.2952 shares Expires not disclosed F1 · shares: Consists of share credits acquired for deferral of semi-annual compensation, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| November 04, 2009 Filed Nov 6, 2009 21:10 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 3,596.1272 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-022003 · form4.xml · derivative · entry 2 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,397.4496 Underlying: Common Stock · 3,596.1272 shares Expires not disclosed F1 · shares: Consists of share credits acquired for deferral of semi-annual compensation, at the market price, pursuant to the 1997 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| May 06, 2009 Filed May 8, 2009 20:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 3,050.6884 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-010989 · form4.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,753.6954 Underlying: Common Stock · 3,050.6884 shares Expires not disclosed F1 · shares: Consists of share credits acquired for deferral of semi-annual compensation at the market price pursuant to the 1997 Incentive Compensation plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| May 06, 2009 Filed May 26, 2009 20:00 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 4,067.5845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-012253 · form4a.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,770.5915 Underlying: Common Stock · 4,067.5845 shares Expires not disclosed F1 · shares: The purpose of this Amended Form 4A is to correct the share credits amount which were reported incorrectly on the original Form 4 due to a clerical error regarding the reporting person's deferral elections. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| November 05, 2008 Filed Nov 7, 2008 21:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 3,176.9306 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-008961 · form4.xml · derivative · entry 2 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,176.9306 Underlying: Common Stock · 3,176.9306 shares Expires not disclosed F1 · shares: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees all at market price pursuant to the 1997 Incentive Compensation plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 07, 2008 Filed May 8, 2008 21:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064803-08-000061 · doc.xml · derivative · entry 2 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,052.3245 Underlying: Common Stock · 4,000 shares Expires not disclosed F2 · shares: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees all at market price pursuant to the 1997 Incentive Compensation Plan. F3 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F3 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| May 07, 2008 Filed May 8, 2008 21:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,347 | $41.53 | $97,470.91 |
DisclosureSEC source: 0000064803-08-000061 · doc.xml · nonDerivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,347 F1 · shares: Consists of common stock acquired as annual grant, semi-annual compensation and/or meeting fees. Read SEC document |
| May 07, 2008 Filed May 13, 2008 19:13 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 6,347.7005 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064803-08-000063 · doc.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,400.025 Underlying: Common Stock · 6,347.7005 shares Expires not disclosed F1 · shares: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees all at market price pursuant to the 1997 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| November 07, 2007 Filed Nov 8, 2007 21:54 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 390.2498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064803-07-000172 · doc.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,052.3245 Underlying: Common Stock · 390.2498 shares Expires not disclosed F1 · shares: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees all at market price pursuant to the 1997 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. Read SEC document |
| May 09, 2007 Filed May 10, 2007 20:34 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 3,091 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064803-07-000107 · doc.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 Underlying: Common Stock · 3,091 shares Expires not disclosed F1 · derivative.exercise_date: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees, all at market price pursuant to the 1997 Incentive Compensation Plan, and payable pursuant to Insiders election. F1 · derivative.expiration_date: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees, all at market price pursuant to the 1997 Incentive Compensation Plan, and payable pursuant to Insiders election. Read SEC document |
| November 27, 2006 Filed Nov 28, 2006 21:07 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 3,000 | $27.38 | $82,140.00 |
DisclosureSEC source: 0000064803-06-000043 · doc.xml · nonDerivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| November 09, 2006 Filed Nov 13, 2006 21:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064803-06-000041 · doc.xml · derivative · entry 1 SWIFT RICHARD J · CIK 0001200537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558 Underlying: Common Stock · 558 shares Expires not disclosed F1 · shares: Consists of share credits acquired as deferred annual grant, semi-annual compensation and/or meeting fees all at market price pursuant to the 1997 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Insider's election. 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.