Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWSERVE CORPFLS · Entity 3541 | SVP, Chief Financial Officer | February 27, 2019 | March 01, 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.
FLOWSERVE CORP
Report date February 27, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,575 |
Ending reported balance
After 2019-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-28 · Exercise / conversion · Acquired 6,104 · Balance 6,104 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Row 2 · 2019-02-28 · Tax withholding · Disposed 1,529 · Balance 4,575 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 52,820 |
Reported balance
After 2019-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-27 · Grant · Acquired 17,320 · Balance 52,820 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 46,820 |
Reported balance
After 2019-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-28 · Exercise / conversion · Disposed 6,000 · Balance 46,820 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. |
| Performance RightsSEC Table II · derivative / convertible security | Direct | 35,320 |
Reported balance
After 2019-02-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-02-27 · Grant · Acquired 17,320 · Balance 35,320 F2: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant.
F2: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.
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 28, 2019 Filed Mar 1, 2019 21:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000021 · wf-form4_155147430411203.xml · derivative · entry 4 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,820 Underlying: Common Stock · 6,000 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: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 21:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 1,529 | $44.41 | $67,902.89 |
DisclosureSEC source: 0000030625-19-000021 · wf-form4_155147430411203.xml · nonDerivative · entry 2 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,575 Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 21:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 6,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000021 · wf-form4_155147430411203.xml · nonDerivative · entry 1 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,104 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: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 17,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000021 · wf-form4_155147430411203.xml · derivative · entry 5 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,320 Underlying: Common Stock · 17,320 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 17,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000021 · wf-form4_155147430411203.xml · derivative · entry 3 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,820 Underlying: Common Stock · 17,320 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:08 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001648834-18-000003 · wf-form4_152002491083750.xml · derivative · entry 2 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2018 and ending on December 31, 2020 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2018 and ending on December 31, 2020 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2018 and ending on December 31, 2020 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:08 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001648834-18-000003 · wf-form4_152002491083750.xml · derivative · entry 1 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,500 Underlying: Common Stock · 18,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 15:22 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000127 · wf-form4_150773535213073.xml · derivative · entry 1 Eckert Lee · CIK 0001648834 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and is granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares cliff vest on the three-year anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and is granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares cliff vest on the three-year anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and is granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares cliff vest on the three-year anniversary of the 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.