Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | Vice President | April 21, 2017 | April 25, 2017 |
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 21, 2017 · Filed April 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,574 |
Ending reported balance
After 2017-04-21 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2017-04-21 · Grant · Acquired 9,604 · Balance 32,036 Row 3 · 2017-04-21 · Tax withholding · Disposed 4,462 · Balance 27,574 |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan | 2,258.495 |
Reported balance
Holding disclosure · report date 2017-04-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,258.495 |
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 20:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 4,200 | $43.77 | $183,820.14 |
DisclosureSEC source: 0000076334-13-000023 · edgar.xml · nonDerivative · entry 3 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,141 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 |
| January 28, 2013 Filed Jan 30, 2013 20:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,550 | $36.26 | $92,463.00 |
DisclosureSEC source: 0000076334-13-000023 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,941 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 |
| December 17, 2012 Filed Dec 18, 2012 20:27 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 3,337 | $0.00 Strike: $31.53 | $0.00 |
DisclosureSEC source: 0000076334-12-000100 · edgar.xml · derivative · entry 4 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,337 shares Expires 2013-08-12 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 8/13/2004. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 20:27 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 2,113 | $83.33 | $176,076.29 |
DisclosureSEC source: 0000076334-12-000100 · edgar.xml · nonDerivative · entry 3 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,391 Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 20:27 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 3,337 | $31.53 | $105,204.60 |
DisclosureSEC source: 0000076334-12-000100 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,504 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 21:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 21,480 | $0.00 Strike: $81.86 | $0.00 |
DisclosureSEC source: 0000076334-12-000048 · edgar.xml · derivative · entry 4 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,480 Underlying: Common Stock · 21,480 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 21:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 6,579 | $81.55 | $536,517.45 |
DisclosureSEC source: 0000076334-12-000048 · edgar.xml · nonDerivative · entry 3 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,167 Read SEC document |
| August 15, 2012 Filed Aug 16, 2012 21:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 18,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-12-000048 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,746 Read SEC document |
| August 12, 2012 Filed Aug 14, 2012 20:22 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 90 | $82.70 | $7,442.55 |
DisclosureSEC source: 0000076334-12-000030 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,076 Read SEC document |
| August 17, 2011 Filed Aug 19, 2011 13:46 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 21,360 | $0.00 Strike: $69.10 | $0.00 |
DisclosureSEC source: 0000076334-11-000068 · edgar.xml · derivative · entry 3 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,360 Underlying: Common Stock · 21,360 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 19, 2011 13:46 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 4,499 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-11-000068 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · EVP - Finance Admin/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,166 Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 2,587 | $0.00 Strike: $26.56 | $0.00 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · derivative · entry 8 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,587 shares Expires 2012-08-06 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 · derivative.exercise_date: The option vested in two equal annual installments beginning 08/07/2003. Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 2,700 | $0.00 Strike: $29.61 | $0.00 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · derivative · entry 7 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,700 shares Expires 2011-08-07 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 08/08/2002. Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 2,267 | $80.07 | $181,518.69 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · nonDerivative · entry 6 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 100 | $80.06 | $8,006.00 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · nonDerivative · entry 5 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,934 Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 2,920 | $80.09 | $233,862.80 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · nonDerivative · entry 4 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,034 Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,587 | $26.56 | $68,710.72 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · nonDerivative · entry 3 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,954 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 09, 2010 Filed Nov 12, 2010 15:53 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,700 | $29.61 | $79,956.18 |
DisclosureSEC source: 0000076334-10-000101 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,367 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 08, 2010 Filed Nov 9, 2010 16:00 UTC | Parker-Hannifin Corp PH · Entity 2887 | OtherCommon Stock | 686.085 | $80.82 | $55,449.39 |
DisclosureSEC source: 0000076334-10-000100 · edgar.xml · nonDerivative · entry 1 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Indirect · Parker Retirement Savings Plan Disclosed balance after: 1,600.867 Read SEC document |
| August 11, 2010 Filed Aug 12, 2010 18:17 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantStock Appreciation Right · Derivative | 7,370 | $0.00 Strike: $62.35 | $0.00 |
DisclosureSEC source: 0000076334-10-000042 · edgar.xml · derivative · entry 3 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,370 Underlying: Common Stock · 7,370 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 18:17 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-10-000042 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Read SEC document |
| March 01, 2010 Filed Mar 2, 2010 19:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 1,590 | $0.00 Strike: $23.96 | $0.00 |
DisclosureSEC source: 0000076334-10-000006 · edgar.xml · derivative · entry 6 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,590 shares Expires 2010-08-08 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 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vested in two equal installments on 08/09/2001 and 08/09/2002. Read SEC document |
| March 01, 2010 Filed Mar 2, 2010 19:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 200 | $61.59 | $12,318.20 |
DisclosureSEC source: 0000076334-10-000006 · edgar.xml · nonDerivative · entry 5 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290 Read SEC document |
| March 01, 2010 Filed Mar 2, 2010 19:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 424 | $61.59 | $26,115.86 |
DisclosureSEC source: 0000076334-10-000006 · edgar.xml · nonDerivative · entry 4 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490 Read SEC document |
| March 01, 2010 Filed Mar 2, 2010 19:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 966 | $61.60 | $59,507.73 |
DisclosureSEC source: 0000076334-10-000006 · edgar.xml · nonDerivative · entry 3 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914 Read SEC document |
| March 01, 2010 Filed Mar 2, 2010 19:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,590 | $23.96 | $38,093.86 |
DisclosureSEC source: 0000076334-10-000006 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,880 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 12, 2009 Filed Aug 13, 2009 21:20 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy with tandem stock appreciation right · Derivative | 9,530 | $0.00 Strike: $49.46 | $0.00 |
DisclosureSEC source: 0000076334-09-000039 · edgar.xml · derivative · entry 3 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,530 Underlying: Common Stock · 9,530 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 21:20 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-09-000039 · edgar.xml · nonDerivative · entry 2 Marten Jon P. · CIK 0001443286 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290 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.