Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ingersoll Rand Inc.GDI · Entity 3152 | Director | February 21, 2020 | February 25, 2020 |
| Kensington Capital Acquisition Corp. VKCGI · Entity 136336 | Director | August 12, 2021 | August 13, 2021 |
| Kensington Capital Acquisition Corp. VIKCAC · Entity 9322 | Director | March 03, 2026 | July 18, 2026 |
| Parker-Hannifin CorpPH · Entity 2887 | Director | October 28, 2015 | October 29, 2015 |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWAB · Entity 1492 | Director | January 16, 2025 | January 21, 2025 |
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.
Ingersoll Rand Inc.
Report date February 21, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,621 |
Reported balance
After 2020-02-21 transaction · row 1
1 source rowRow 1 · 2020-02-21 · Exercise / conversion · Acquired 4,621 · Balance 4,621 F1: Represents restricted stock units originally granted on February 21, 2019 which vested on February 21, 2020 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-02-21 · Exercise / conversion · Disposed 4,621 · Balance 0 F1: Represents restricted stock units originally granted on February 21, 2019 which vested on February 21, 2020 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
| Common StockSEC Table I · non-derivative | IndirectHeld through a corporation | 329,977 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 329,977 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units originally granted on February 21, 2019 which vested on February 21, 2020 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
Kensington Capital Acquisition Corp. V
Report date August 12, 2021 · Filed August 13, 2021
This filing explicitly reported no securities owned.
Kensington Capital Acquisition Corp. VI
Report date March 03, 2026 · Filed July 18, 2026
This filing explicitly reported no securities owned.
Parker-Hannifin Corp
Report date October 28, 2015 · Filed October 29, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,636 |
Reported balance
After 2015-10-28 transaction · row 1
1 source rowRow 1 · 2015-10-28 · Grant · Acquired 1,160 · Balance 28,636 |
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Report date January 16, 2025 · Filed January 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDavideco, Inc., a DE corporation | 671,304 |
Reported balance
After 2025-01-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-01-16 · Gift · Disposed 350 · Balance 671,304 |
| Common Stock - DirectSEC Table I · non-derivative | Direct | 79,510.2 |
Reported balance
Holding disclosure · report date 2025-01-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 79,510.2 |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 3,280 |
Reported balance
Holding disclosure · report date 2025-01-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,280 |
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 02, 2009 Filed Jan 6, 2009 21:19 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,676 | $43.64 | $73,132.26 |
DisclosureSEC source: 0000076334-09-000007 · edgar.xml · nonDerivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,432 F1 · kind: Conversion of one hundred percent of director's retainer for the remainder of his term of office (three quarters of a year) into restricted stock pursuant to the Corporation's Amended and Restated Non-Employee Directors' Stock Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| January 02, 2009 Filed Jan 27, 2009 15:41 UTC Amendment | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,862 | $43.64 | $81,248.37 |
DisclosureSEC source: 0000076334-09-000010 · edgar.xml · nonDerivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,618 F1 · kind: Conversion of one hundred percent of director's retainer for the remainder of his term of office into restricted stock pursuant to the Corporation's Amended and Restated Non-Employee Directors' Stock Plan in a transaction exempt under Rule 16b-3. F2 · shares: On January 6, 2009, a Form 4 was filed on Mr. Kassling's behalf that incorrectly reported the number of shares he acquired. Read SEC document |
| October 01, 2008 Filed Oct 2, 2008 13:17 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-08-000090 · edgar.xml · nonDerivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,756 F1 · kind: Award of restricted stock under the Corporation's 2004 Non-Employee Directors' Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2004 Non-Employee Directors' Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| October 01, 2007 Filed Oct 3, 2007 20:51 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-07-000111 · edgar.xml · nonDerivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,406 F1 · kind: Award of restricted stock under the Corporation's 2004 Non-Employee Directors' Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2004 Non-Employee Directors' Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · balance_after: Reflects 3-shares-for-2 stock split effected in the form of a stock dividend issued on October 1, 2007. Read SEC document |
| October 01, 2006 Filed Oct 3, 2006 18:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-06-000096 · edgar.xml · nonDerivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,171 F1 · kind: - Award of restricted stock under the Corporation's Non-Employee Directors' 2004 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: - Award of restricted stock under the Corporation's Non-Employee Directors' 2004 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| August 10, 2005 Filed Aug 11, 2005 18:15 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy · Derivative | 2,750 | $0.00 Strike: $65.65 | $0.00 |
DisclosureSEC source: 0000076334-05-000034 · edgar.xml · derivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,750 Underlying: Common Stock · 2,750 shares Expires 2015-08-09 F2 · price: Granted under the Corporation's 2004 Non-Employee Directors' Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vests in two equal installments on 8/10/2006 and 8/10/2007. Read SEC document |
| August 11, 2004 Filed Aug 12, 2004 18:44 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 3,250 | Not disclosed Strike: $54.39 | Not disclosed |
DisclosureSEC source: 0000076334-04-000020 · edgar.xml · derivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 Underlying: Common Stock · 3,250 shares Expires 2014-08-10 F2 · price: Granted under the Corporation's Non-Employee Directors Stock Option Plan in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: The option vests in two equal installments on 8/11/05 and 8/11/06. Read SEC document |
| August 13, 2003 Filed Aug 15, 2003 18:07 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 1,200 | Not disclosed Strike: $47.29 | Not disclosed |
DisclosureSEC source: 0000076334-03-000084 · edgar.xml · derivative · entry 1 KASSLING WILLIAM E · CIK 0001016648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 shares Expires 2013-08-12 F2 · price: Granted under the Corporation's Non-Employee Directors Stock Option Plan 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.