Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Parker-Hannifin Corp
Report date October 21, 2016 · Filed October 31, 2016
Section 16 reporting ended · disclosed 2016-10-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectGRAT II | 0 |
Reported balance
After 2016-10-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-10-21 · Gift · Disposed 11,272 · Balance 0 F2: In accordance with the terms of Mr. Washkewicz's GRAT II, 163,959 shares were distributed to Mr. Washkewicz and are included in his direct holdings. The remaining 11,272 shares were distributed to his children. |
| Common StockSEC Table I · non-derivative | IndirectSon | 46,621 |
Reported balance
After 2016-10-21 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2016-10-21 · Gift · Acquired 3,758 · Balance 46,621 |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan | 45,704.813 |
Reported balance
Holding disclosure · report date 2016-10-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 45,704.813 |
| Common StockSEC Table I · non-derivative | IndirectGRAT I | 0 |
Reported balance
Holding disclosure · report date 2016-10-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 F1: In accordance with the terms of Mr. Washkewicz's GRAT I, 121,067 shares were distributed to Mr. Washkewicz and are included in his direct holdings. |
| Common StockSEC Table I · non-derivative | IndirectGRAT III | 217,382 |
Reported balance
Holding disclosure · report date 2016-10-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 217,382 F3: In accordance with the terms of Mr. Washkewicz's GRAT III, 155,104 shares were distributed to Mr. Washkewicz and are included in his direct holdings. |
| Common StockSEC Table I · non-derivative | IndirectGRAT IV | 203,497 |
Reported balance
Holding disclosure · report date 2016-10-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 203,497 |
| Common StockSEC Table I · non-derivative | Direct | 463,158 |
Reported balance
Holding disclosure · report date 2016-10-21 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 463,158 F4: Includes 10 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation Amended and Restated 2009 Omnibus Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the terms of Mr. Washkewicz's GRAT I, 121,067 shares were distributed to Mr. Washkewicz and are included in his direct holdings.
F2: In accordance with the terms of Mr. Washkewicz's GRAT II, 163,959 shares were distributed to Mr. Washkewicz and are included in his direct holdings. The remaining 11,272 shares were distributed to his children.
F3: In accordance with the terms of Mr. Washkewicz's GRAT III, 155,104 shares were distributed to Mr. Washkewicz and are included in his direct holdings.
F4: Includes 10 shares acquired pursuant to a dividend reinvestment feature of the Parker-Hannifin Corporation Amended and Restated 2009 Omnibus Stock Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| October 16, 2003 Filed Jul 5, 2005 19:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | GiftCommon Stock | 3,939 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-05-000028 · edgar.xml · nonDerivative · entry 2 WASHKEWICZ DONALD E · CIK 0001049677 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Mother Disclosed balance after: 0 Read SEC document |
| August 13, 2003 Filed Aug 15, 2003 16:46 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 116,800 | $0.00 Strike: $47.29 | $0.00 |
DisclosureSEC source: 0000076334-03-000081 · edgar.xml · derivative · entry 1 WASHKEWICZ DONALD E · CIK 0001049677 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,800 Underlying: Common Stock · 116,800 shares Expires 2013-08-12 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 vests in two equal installments on 8/13/04 and 8/13/05. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 14:41 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 10,046 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0000076334-03-000029 · edgar.xml · derivative · entry 4 WASHKEWICZ DONALD E · CIK 0001049677 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,046 Underlying: Common Stock · 10,046 shares Expires 2008-08-11 F3 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F4 · balance_after: In addition to the options reported hereon, Mr. Washkewicz owns 448,530 additional options which were granted pursuant to the Corporation's 1993 Stock Incentive Program, at various exercise prices and expiration dates, as previously reported. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 14:41 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 13,880 | $0.00 Strike: $31.38 | $0.00 |
DisclosureSEC source: 0000076334-03-000029 · edgar.xml · derivative · entry 3 WASHKEWICZ DONALD E · CIK 0001049677 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,880 shares Expires 2008-08-11 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. F3 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F4 · balance_after: In addition to the options reported hereon, Mr. Washkewicz owns 448,530 additional options which were granted pursuant to the Corporation's 1993 Stock Incentive Program, at various exercise prices and expiration dates, as previously reported. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 14:41 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 1,225 | $43.35 | $53,103.75 |
DisclosureSEC source: 0000076334-03-000029 · edgar.xml · nonDerivative · entry 2 WASHKEWICZ DONALD E · CIK 0001049677 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,815 F2 · balance_after: Mr. Washkewicz also indirectly owns 22,818.46 shares in the Parker Retirement Savings Plan and 3,939 shares jointly with his mother. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 14:41 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 3,834 | $31.38 | $120,291.75 |
DisclosureSEC source: 0000076334-03-000029 · edgar.xml · nonDerivative · entry 1 WASHKEWICZ DONALD E · CIK 0001049677 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,815 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: "Pyramid" stock option exercise resulting in net acquisition of 3,834 shares. F2 · balance_after: Mr. Washkewicz also indirectly owns 22,818.46 shares in the Parker Retirement Savings Plan and 3,939 shares jointly with his mother. 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.