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 | 35,630 |
Ending reported balance
After 2018-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-15 · Tax withholding · Disposed 376 · Balance 35,902 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 272 · Balance 35,630 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 | 2,224 |
Reported balance
Holding disclosure · report date 2018-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,224 |
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 21:21 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 272 | $99.08 | $26,948.40 |
DisclosureSEC source: 0001541620-18-000003 · edgar.xml · nonDerivative · entry 2 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,630 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 21:21 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 376 | $99.08 | $37,252.20 |
DisclosureSEC source: 0001541620-18-000003 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,902 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 |
| February 12, 2018 Filed Feb 14, 2018 22:05 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 294 | $98.33 | $28,909.02 |
DisclosureSEC source: 0001541620-18-000002 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,278 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 22:16 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 22,599 | $0.00 Strike: $97.35 | $0.00 |
DisclosureSEC source: 0001541620-18-000001 · edgar.xml · derivative · entry 5 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,599 Underlying: Common Stock · 22,599 shares Expires 2028-02-09 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:16 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001541620-18-000001 · edgar.xml · nonDerivative · entry 3 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,572 F2 · 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. F2 · 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 |
| February 09, 2018 Filed Feb 13, 2018 22:16 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 630 | $97.35 | $61,330.50 |
DisclosureSEC source: 0001541620-18-000001 · edgar.xml · nonDerivative · entry 2 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,312 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:16 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001541620-18-000001 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,942 F1 · price: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's internal total shareholder return for the three-year performance period ended December 31, 2017. Read SEC document |
| May 12, 2017 Filed May 15, 2017 20:15 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 15,638 | $79.85 | $1,248,756.85 |
DisclosureSEC source: 0001541620-17-000008 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,842 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions as prices ranging from $80.00 to $79.7048 inclusive. The reporting person undertakes to provide to Dover Corporation, any security holder of Dover Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| May 12, 2017 Filed May 15, 2017 20:13 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 15,638 | $79.85 | $1,248,756.85 |
DisclosureSEC source: 0001541620-17-000007 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,842 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions as prices ranging from $80.00 to $79.7048 inclusive. The reporting person undertakes to provide to Dover Corporation, any security holder of Dover Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionStock Appreciation Right · Derivative | 26,369 | $0.00 Strike: $25.96 | $0.00 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · derivative · entry 9 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,369 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 |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionStock Appreciation Right · Derivative | 18,358 | $0.00 Strike: $37.28 | $0.00 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · derivative · entry 8 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,358 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 |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 8,093 | $79.04 | $639,670.72 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · nonDerivative · entry 6 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,480 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerCommon Stock | 8,661 | $79.04 | $684,565.44 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · nonDerivative · entry 5 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,573 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionCommon Stock | 26,369 | $25.96 | $684,539.24 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · nonDerivative · entry 4 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,234 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 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 3,676 | $79.04 | $290,551.04 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · nonDerivative · entry 3 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,865 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Disposition to issuerCommon Stock | 8,659 | $79.04 | $684,407.36 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · nonDerivative · entry 2 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,541 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | DOVER Corp DOV · Entity 3179 | Exercise / conversionCommon Stock | 18,358 | $37.28 | $684,386.24 |
DisclosureSEC source: 0001541620-17-000006 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,200 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 20:25 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 399 | $78.46 | $31,303.55 |
DisclosureSEC source: 0001541620-17-000005 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,842 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 20:17 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 278 | $76.66 | $21,310.09 |
DisclosureSEC source: 0001541620-17-000004 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,241 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 21:48 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 312 | $79.26 | $24,727.56 |
DisclosureSEC source: 0001541620-17-000003 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,519 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 21:30 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 27,750 | $0.00 Strike: $79.28 | $0.00 |
DisclosureSEC source: 0001541620-17-000002 · edgar.xml · derivative · entry 6 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,750 Underlying: Common Stock · 27,750 shares Expires 2027-02-10 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:30 UTC | DOVER Corp DOV · Entity 3179 | GrantPerformance Shares · Derivative | 3,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001541620-17-000002 · edgar.xml · derivative · entry 5 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,636 shares Expires not disclosed F1 · derivative.exercise_price: Represents settlement of peformance shares representing a contingent right to receive shares of Dover common stock, based on Dover's internal total shareholder return for the three-year performance period ended December 31, 2016. F1 · derivative.exercise_date: Represents settlement of peformance shares representing a contingent right to receive shares of Dover common stock, based on Dover's internal total shareholder return for the three-year performance period ended December 31, 2016. F1 · derivative.expiration_date: Represents settlement of peformance shares representing a contingent right to receive shares of Dover common stock, based on Dover's internal total shareholder return for the three-year performance period ended December 31, 2016. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:30 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001541620-17-000002 · edgar.xml · nonDerivative · entry 3 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,831 F2 · 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. F2 · 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 |
| February 10, 2017 Filed Feb 14, 2017 21:30 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 728 | $79.28 | $57,715.84 |
DisclosureSEC source: 0001541620-17-000002 · edgar.xml · nonDerivative · entry 2 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,056 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:30 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001541620-17-000002 · edgar.xml · nonDerivative · entry 1 Fincher C. Anderson · CIK 0001541620 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,784 F1 · price: Represents settlement of peformance shares representing a contingent right to receive shares of Dover common stock, based on Dover's internal total shareholder return for the three-year performance period ended December 31, 2016. 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.