Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | Sr. VP, Gen. Counsel & Secy. | January 04, 2018 | January 05, 2018 |
| nVent Electric plcNVT · Entity 3202 | Director · Secretary | April 09, 2018 | April 09, 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.
PENTAIR plc
Report date January 04, 2018 · Filed January 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 39,054 |
Reported balance
After 2018-01-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-04 · Tax withholding · Disposed 758 · Balance 39,054 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 5,131 |
Reported balance
Holding disclosure · report date 2018-01-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,131 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
nVent Electric plc
Report date April 09, 2018 · Filed April 09, 2018
This filing explicitly reported no securities owned.
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 04, 2018 Filed Jan 5, 2018 21:24 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 758 | $72.55 | $54,992.90 |
DisclosureSEC source: 0001140361-18-001046 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,054 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:59 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 475 | $70.80 | $33,630.00 |
DisclosureSEC source: 0001140361-18-000903 · doc1.xml · nonDerivative · entry 2 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,557 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:59 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 713 | $70.23 | $50,073.99 |
DisclosureSEC source: 0001140361-18-000903 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,594 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,067 | $0.00 Strike: $34.23 | $0.00 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · derivative · entry 9 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,696 Underlying: Common Shares · 2,067 shares Expires 2020-03-02 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 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,638 | $0.00 Strike: $19.13 | $0.00 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · derivative · entry 8 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177 Underlying: Common Shares · 2,638 shares Expires 2019-03-03 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 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,432 | $0.00 Strike: $32.40 | $0.00 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · derivative · entry 7 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,432 shares Expires 2018-03-03 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 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 2,558 | $65.50 | $167,549.00 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · nonDerivative · entry 4 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,474 Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 2,067 | $34.23 | $70,753.41 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · nonDerivative · entry 3 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,032 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 |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 2,638 | $19.13 | $50,464.94 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · nonDerivative · entry 2 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,965 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 |
| May 16, 2017 Filed May 18, 2017 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 1,432 | $32.40 | $46,396.80 |
DisclosureSEC source: 0001140361-17-021374 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,327 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 |
| April 26, 2017 Filed Apr 28, 2017 21:01 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,367 | $0.00 Strike: $32.40 | $0.00 |
DisclosureSEC source: 0001140361-17-017407 · doc1.xml · derivative · entry 5 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432 Underlying: Common Shares · 1,367 shares Expires 2018-03-03 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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on March 3, 2018. F4 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 21:01 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 1,367 | $65.00 | $88,855.00 |
DisclosureSEC source: 0001140361-17-017407 · doc1.xml · nonDerivative · entry 2 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,895 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on March 3, 2018. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 21:01 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 1,367 | $32.40 | $44,290.80 |
DisclosureSEC source: 0001140361-17-017407 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,262 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 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on March 3, 2018. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 22:27 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 758 | $58.15 | $44,077.70 |
DisclosureSEC source: 0001140361-17-001040 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,895 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:10 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 20,250 | $0.00 Strike: $57.95 | $0.00 |
DisclosureSEC source: 0001140361-17-000885 · doc1.xml · derivative · entry 5 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,250 Underlying: Common Shares · 20,250 shares Expires 2027-01-03 F6 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:10 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 2,301 | $57.95 | $133,342.95 |
DisclosureSEC source: 0001140361-17-000885 · doc1.xml · nonDerivative · entry 2 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,399 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:10 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 4,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000885 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,911 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 21:25 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 4,952 | $63.28 | $313,362.56 |
DisclosureSEC source: 0001140361-16-081264 · doc1.xml · nonDerivative · entry 1 JILEK ANGELA D. · CIK 0001484241 · Sr. VP, Gen. Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,168 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. 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.