Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOVER CorpDOV · Entity 3179 | Vice President | March 15, 2018 | March 19, 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.
DOVER Corp
Report date March 15, 2018 · Filed March 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,403 |
Ending reported balance
After 2018-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-15 · Tax withholding · Disposed 82 · Balance 4,463 F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2016. Row 2 · 2018-03-15 · Tax withholding · Disposed 60 · Balance 4,403 F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,505 |
Reported balance
Holding disclosure · report date 2018-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,505 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2016.
F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2017.
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 |
|---|---|---|---|---|---|---|
| March 15, 2018 Filed Mar 19, 2018 21:19 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 60 | $99.08 | $5,944.50 |
DisclosureSEC source: 0001352017-18-000005 · edgar.xml · nonDerivative · entry 2 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,403 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2017. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:19 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 82 | $99.08 | $8,124.15 |
DisclosureSEC source: 0001352017-18-000005 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,463 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2016. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:24 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 3,300 | $102.00 | $336,600.00 |
DisclosureSEC source: 0001352017-18-000004 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 23:22 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionStock Appreciation Right · Derivative | 6,563 | $0.00 Strike: $25.96 | $0.00 |
DisclosureSEC source: 0001352017-18-000003 · edgar.xml · derivative · entry 5 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,563 shares Expires 2019-02-12 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. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 23:22 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 1,536 | $103.74 | $159,336.96 |
DisclosureSEC source: 0001352017-18-000003 · edgar.xml · nonDerivative · entry 3 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,845 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 23:22 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerCommon Stock | 1,643 | $103.74 | $170,436.61 |
DisclosureSEC source: 0001352017-18-000003 · edgar.xml · nonDerivative · entry 2 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,381 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 23:22 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionCommon Stock | 6,563 | $25.96 | $170,375.48 |
DisclosureSEC source: 0001352017-18-000003 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,024 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 |
| February 12, 2018 Filed Feb 14, 2018 22:06 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 71 | $98.33 | $6,981.43 |
DisclosureSEC source: 0001352017-18-000002 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,461 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2015. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:18 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 5,547 | $0.00 Strike: $97.35 | $0.00 |
DisclosureSEC source: 0001352017-18-000001 · edgar.xml · derivative · entry 3 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,547 Underlying: Common Stock · 5,547 shares Expires 2028-02-09 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:18 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001352017-18-000001 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,532 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2019. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2019. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 21:26 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 2,430 | $93.50 | $227,205.00 |
DisclosureSEC source: 0001352017-17-000009 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 21:03 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionStock Appreciation Right · Derivative | 6,000 | $0.00 Strike: $25.96 | $0.00 |
DisclosureSEC source: 0001352017-17-000008 · edgar.xml · derivative · entry 5 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,563 Underlying: Common Stock · 12,563 shares Expires 2019-02-12 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. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 21:03 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 1,945 | $95.91 | $186,535.23 |
DisclosureSEC source: 0001352017-17-000008 · edgar.xml · nonDerivative · entry 3 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 21:03 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerCommon Stock | 1,625 | $95.91 | $155,845.63 |
DisclosureSEC source: 0001352017-17-000008 · edgar.xml · nonDerivative · entry 2 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,445 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 21:03 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionCommon Stock | 6,000 | $25.96 | $155,760.00 |
DisclosureSEC source: 0001352017-17-000008 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,070 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 |
| October 26, 2017 Filed Oct 26, 2017 20:49 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 4,400 | $95.25 | $419,100.00 |
DisclosureSEC source: 0001352017-17-000006 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 20:11 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionStock Appreciation Right · Derivative | 11,662 | $0.00 Strike: $37.28 | $0.00 |
DisclosureSEC source: 0001352017-17-000005 · edgar.xml · derivative · entry 5 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,662 shares Expires 2018-02-14 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 |
| October 23, 2017 Filed Oct 25, 2017 20:11 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 2,625 | $95.27 | $250,083.75 |
DisclosureSEC source: 0001352017-17-000005 · edgar.xml · nonDerivative · entry 3 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 20:11 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerCommon Stock | 4,564 | $95.27 | $434,812.28 |
DisclosureSEC source: 0001352017-17-000005 · edgar.xml · nonDerivative · entry 2 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,095 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 20:11 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionCommon Stock | 11,662 | $37.28 | $434,759.36 |
DisclosureSEC source: 0001352017-17-000005 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,659 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 |
| March 15, 2017 Filed Mar 17, 2017 20:26 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 95 | $78.46 | $7,453.23 |
DisclosureSEC source: 0001352017-17-000004 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,997 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 20:19 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 57 | $76.66 | $4,369.34 |
DisclosureSEC source: 0001352017-17-000003 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,092 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on March 10, 2014. Read SEC document |
| February 12, 2017 Filed Feb 15, 2017 21:49 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 87 | $79.26 | $6,895.19 |
DisclosureSEC source: 0001352017-17-000002 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,149 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2015. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:39 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 6,811 | $0.00 Strike: $79.28 | $0.00 |
DisclosureSEC source: 0001352017-17-000001 · edgar.xml · derivative · entry 4 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,811 Underlying: Common Stock · 6,811 shares Expires 2027-02-10 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:39 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerPerformance Shares · Derivative | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001352017-17-000001 · edgar.xml · derivative · entry 3 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 485 shares Expires not disclosed F2 · derivative.exercise_price: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. F2 · derivative.exercise_date: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. F2 · derivative.expiration_date: Represents expiration of performance shares granted on March 10, 2014, which represented a contingent right to receive shares of Dover common stock, based on satisfaction of performance criteria over the three-year performance period ending December 31, 2016. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:39 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001352017-17-000001 · edgar.xml · nonDerivative · entry 1 Goldberg Paul · CIK 0001352017 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,236 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. 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.