Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | VP - E Business, IoT & Svcs. | April 20, 2018 | April 23, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Parker-Hannifin Corp
Report date April 20, 2018 · Filed April 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,048 |
Reported balance
After 2018-04-20 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2018-04-20 · Grant · Acquired 5,583 · Balance 22,048 |
| Common StockSEC Table I · non-derivative | Direct | 20,325 |
Reported balance
After 2017-04-20 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2017-04-20 · Tax withholding · Disposed 1,723 · Balance 20,325 |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan | 6,515.854 |
Reported balance
Holding disclosure · report date 2018-04-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,515.854 |
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 |
|---|---|---|---|---|---|---|
| January 28, 2013 Filed Jan 30, 2013 19:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 2,536 | $93.78 | $237,836.22 |
DisclosureSEC source: 0000076334-13-000022 · edgar.xml · nonDerivative · entry 4 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,343 Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 19:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 5,564 | $93.78 | $521,791.92 |
DisclosureSEC source: 0000076334-13-000022 · edgar.xml · nonDerivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,879 Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 19:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 8,100 | $49.75 | $403,002.54 |
DisclosureSEC source: 0000076334-13-000022 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,443 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. Read SEC document |
| August 15, 2012 Filed Aug 16, 2012 21:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 9,750 | $0.00 Strike: $81.86 | $0.00 |
DisclosureSEC source: 0000076334-12-000039 · edgar.xml · derivative · entry 4 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 Underlying: Common Stock · 9,750 shares Expires 2022-08-14 F1 · derivative.exercise_date: The SAR vests in three equal annual installments beginning 8/15/2013. Read SEC document |
| August 15, 2012 Filed Aug 16, 2012 21:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 3,916 | $81.55 | $319,349.80 |
DisclosureSEC source: 0000076334-12-000039 · edgar.xml · nonDerivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,343 Read SEC document |
| August 15, 2012 Filed Aug 16, 2012 21:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 10,924 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-12-000039 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,259 Read SEC document |
| August 12, 2012 Filed Aug 14, 2012 19:29 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 222 | $82.70 | $18,358.29 |
DisclosureSEC source: 0000076334-12-000022 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP and Pres - Automation Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,335 Read SEC document |
| August 17, 2011 Filed Aug 18, 2011 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 7,850 | $0.00 Strike: $69.10 | $0.00 |
DisclosureSEC source: 0000076334-11-000057 · edgar.xml · derivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,850 Underlying: Common Stock · 7,850 shares Expires 2021-08-16 F1 · derivative.exercise_date: The SAR vests in three equal annual installments beginning 8/17/2012. Read SEC document |
| August 17, 2011 Filed Aug 18, 2011 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 4,722 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-11-000057 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,557 Read SEC document |
| August 13, 2011 Filed Aug 16, 2011 20:08 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 166 | $68.45 | $11,361.87 |
DisclosureSEC source: 0000076334-11-000043 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,835 Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionStock Appreciation Right · Derivative | 7,800 | $0.00 Strike: $43.77 | $0.00 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · derivative · entry 8 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,800 shares Expires 2015-08-09 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_date: The SAR vested in three equal annual installments beginning 8/10/2006. Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 400 | $85.43 | $34,172.00 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · nonDerivative · entry 7 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,001 Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 882 | $85.42 | $75,340.44 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · nonDerivative · entry 6 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,401 Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,007 | $85.41 | $86,007.87 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · nonDerivative · entry 5 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283 Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 1,514 | $85.41 | $129,310.74 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · nonDerivative · entry 4 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,290 Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | Disposition to issuerCommon Stock | 3,997 | $85.41 | $341,383.77 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · nonDerivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,804 Read SEC document |
| December 10, 2010 Filed Dec 14, 2010 20:18 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 7,800 | $43.77 | $341,380.26 |
DisclosureSEC source: 0000076334-10-000116 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,801 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. Read SEC document |
| November 18, 2010 Filed Nov 18, 2010 22:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 6,000 | $0.00 Strike: $36.26 | $0.00 |
DisclosureSEC source: 0000076334-10-000108 · edgar.xml · derivative · entry 6 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2014-08-10 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_date: The option vested in two equal annual installments beginning 8/11/2005. Read SEC document |
| November 18, 2010 Filed Nov 18, 2010 22:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,500 | $80.40 | $120,600.00 |
DisclosureSEC source: 0000076334-10-000108 · edgar.xml · nonDerivative · entry 5 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,001 Read SEC document |
| November 18, 2010 Filed Nov 18, 2010 22:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 586 | $80.43 | $47,131.98 |
DisclosureSEC source: 0000076334-10-000108 · edgar.xml · nonDerivative · entry 4 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,501 Read SEC document |
| November 18, 2010 Filed Nov 18, 2010 22:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 3,914 | $80.43 | $314,803.02 |
DisclosureSEC source: 0000076334-10-000108 · edgar.xml · nonDerivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,087 Read SEC document |
| November 18, 2010 Filed Nov 18, 2010 22:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 6,000 | $36.26 | $217,560.00 |
DisclosureSEC source: 0000076334-10-000108 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,001 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. Read SEC document |
| August 11, 2010 Filed Aug 12, 2010 18:03 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 11,140 | $0.00 Strike: $62.35 | $0.00 |
DisclosureSEC source: 0000076334-10-000030 · edgar.xml · derivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,140 Underlying: Common Stock · 11,140 shares Expires 2020-08-10 F1 · derivative.exercise_date: The SAR vests in three equal annual installments beginning 8/11/2011. Read SEC document |
| August 11, 2010 Filed Aug 12, 2010 18:03 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 2,832 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-10-000030 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,001 Read SEC document |
| August 12, 2009 Filed Aug 13, 2009 21:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy with tandem stock appreciation right · Derivative | 14,295 | $0.00 Strike: $49.46 | $0.00 |
DisclosureSEC source: 0000076334-09-000027 · edgar.xml · derivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,295 Underlying: Common Stock · 14,295 shares Expires 2019-08-11 F3 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option with tandem SAR vests in three equal installments on 8/12/2010, 8/12/2011 and 8/12/2012. Read SEC document |
| August 12, 2009 Filed Aug 13, 2009 21:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-09-000027 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, Pres-Asia Pacific Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,169 F1 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| August 13, 2008 Filed Aug 14, 2008 21:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy with tandem stock appreciation right · Derivative | 11,700 | $0.00 Strike: $65.34 | $0.00 |
DisclosureSEC source: 0000076334-08-000066 · edgar.xml · derivative · entry 3 Chung Yoon Michael · CIK 0001429110 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,700 Underlying: Common Stock · 11,700 shares Expires 2018-08-12 F3 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option with tandem SAR vests in three equal installments on 8/13/2009, 8/13/2010 and 8/13/2011. Read SEC document |
| August 13, 2008 Filed Aug 14, 2008 21:24 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-08-000066 · edgar.xml · nonDerivative · entry 2 Chung Yoon Michael · CIK 0001429110 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 F1 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. 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.