Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | VP - Business Services | September 23, 2013 | September 24, 2013 |
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 September 23, 2013 · Filed September 24, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,806 |
Reported balance
After 2013-09-23 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2013-09-23 · Exercise / conversion · Acquired 17,400 · Balance 56,806 |
| Common StockSEC Table I · non-derivative | Direct | 43,337 |
Reported balance
After 2013-09-23 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2013-09-23 · Tax withholding · Disposed 13,469 · Balance 43,337 |
| Common StockSEC Table I · non-derivative | Direct | 51.148 |
Reported balance
Holding disclosure · report date 2013-09-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 51.148 F1: Dividend Reinvestment Plan. |
| Option to Buy with Tandem Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $60.93 · Expires 2017-08-14 | Direct | 0 |
Reported balance
After 2013-09-23 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2013-09-23 · Exercise / conversion · Disposed 17,400 · Balance 0 F2: The option with tandem SAR vested in three equal annual installments beginning 8/15/2008. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $106.35 · Expires 2017-08-14 | Direct | 9,989 |
Reported balance
After 2013-09-23 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2013-09-23 · Grant · Acquired 9,989 · Balance 9,989 |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan | 5,533.134 |
Reported balance
Holding disclosure · report date 2013-09-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,533.134 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment Plan.
F2: The option with tandem SAR vested in three equal annual installments beginning 8/15/2008.
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 |
|---|---|---|---|---|---|---|
| August 22, 2007 Filed Aug 24, 2007 13:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 400 | $102.46 | $40,984.00 |
DisclosureSEC source: 0000076334-07-000087 · edgar.xml · nonDerivative · entry 7 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,421 Read SEC document |
| August 22, 2007 Filed Aug 24, 2007 13:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 100 | $102.52 | $10,252.00 |
DisclosureSEC source: 0000076334-07-000087 · edgar.xml · nonDerivative · entry 6 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,821 Read SEC document |
| August 22, 2007 Filed Aug 24, 2007 13:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 100 | $102.53 | $10,253.00 |
DisclosureSEC source: 0000076334-07-000087 · edgar.xml · nonDerivative · entry 5 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,921 Read SEC document |
| August 22, 2007 Filed Aug 24, 2007 13:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 800 | $102.54 | $82,032.00 |
DisclosureSEC source: 0000076334-07-000087 · edgar.xml · nonDerivative · entry 4 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,021 Read SEC document |
| August 22, 2007 Filed Aug 24, 2007 13:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 817 | $102.55 | $83,783.35 |
DisclosureSEC source: 0000076334-07-000087 · edgar.xml · nonDerivative · entry 3 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,821 Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 4,250 | $0.00 Strike: $39.84 | $0.00 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · derivative · entry 9 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,250 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. F4 · shares: "Pyramid" stock option exercise resulting in net acquisition of 2,472 shares. F8 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F7 · derivative.exercise_date: The option vested in two equal installments on 8/7/2003 and 8/7/2004. F4 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 2,472 shares. Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 4,100 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · derivative · entry 8 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,100 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. F3 · shares: "Pyramid" stock option exercise resulting in net acquisition of 2,188 shares. F8 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F6 · derivative.exercise_date: The option vested in two equal installments on 8/8/2002 and 8/8/2003. F3 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 2,188 shares. Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 2,400 | $0.00 Strike: $35.94 | $0.00 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · derivative · entry 7 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,495 shares. F8 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F5 · derivative.exercise_date: The option vested in two equal installments on 8/9/2001 and 8/9/2002. F2 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 1,495 shares. Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 1,938 | $95.25 | $184,594.50 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · nonDerivative · entry 6 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,638 Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,472 | $39.84 | $98,484.48 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · nonDerivative · entry 5 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,576 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. F4 · shares: "Pyramid" stock option exercise resulting in net acquisition of 2,472 shares. Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,188 | $44.42 | $97,190.96 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · nonDerivative · entry 4 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,104 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. F3 · shares: "Pyramid" stock option exercise resulting in net acquisition of 2,188 shares. Read SEC document |
| August 20, 2007 Filed Aug 21, 2007 20:39 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,495 | $35.94 | $53,726.56 |
DisclosureSEC source: 0000076334-07-000086 · edgar.xml · nonDerivative · entry 3 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,916 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,495 shares. Read SEC document |
| August 15, 2007 Filed Aug 17, 2007 15:06 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy with tandem stock appreciation right · Derivative | 11,600 | $0.00 Strike: $91.40 | $0.00 |
DisclosureSEC source: 0000076334-07-000071 · edgar.xml · derivative · entry 4 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 Underlying: Common Stock · 11,600 shares Expires 2017-08-14 F4 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F3 · derivative.exercise_date: The option with tandem SAR vests in three equal installments on 8/15/2008, 8/15/2009 and 8/15/2010. Read SEC document |
| August 15, 2007 Filed Aug 17, 2007 15:06 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 2,995 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-07-000071 · edgar.xml · nonDerivative · entry 3 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,421 F2 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · 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 16, 2006 Filed Aug 18, 2006 13:27 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy with Tandem Stock Appreciation Right · Derivative | 12,150 | $0.00 Strike: $74.63 | $0.00 |
DisclosureSEC source: 0000076334-06-000071 · edgar.xml · derivative · entry 1 Healy Thomas F · CIK 0001361002 · VP, President - CIC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,150 Underlying: Common Stock · 12,150 shares Expires 2016-08-15 F2 · price: - Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · derivative.exercise_date: - The option vests in three equal installments on 8/16/2007, 8/16/2008 and 8/16/2009. 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.