Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMETEK INC/AME · Entity 3025 | Director | May 12, 2017 | March 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.
AMETEK INC/
Report date May 12, 2017 · Filed March 09, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,300 |
Reported balance
After 2017-05-12 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-05-12 · Sale · Disposed 1,190 · Balance 4,300 |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 62 |
Reported balance
Holding disclosure · report date 2017-05-12 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 62 F1: On May 15, 2017, the reporting person mistakenly omitted 62 shares of common stock owned by his wife. The reporting person acquired beneficial ownership of these shares upon his marriage to the owner of the shares in June 2012. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 15, 2017, the reporting person mistakenly omitted 62 shares of common stock owned by his wife. The reporting person acquired beneficial ownership of these shares upon his marriage to the owner of the shares in June 2012.
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 |
|---|---|---|---|---|---|---|
| May 12, 2017 Filed May 15, 2017 20:04 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 1,190 | $59.65 | $70,983.50 |
DisclosureSEC source: 0001127602-17-018059 · form4.xml · nonDerivative · entry 1 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| May 12, 2017 Filed Mar 9, 2018 21:18 UTC Amendment | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 1,190 | $59.65 | $70,983.50 |
DisclosureSEC source: 0001127602-18-010945 · form4a.xml · nonDerivative · entry 1 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 1,360 | $0.00 Strike: $46.96 | $0.00 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · derivative · entry 11 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,080 Underlying: Common Stock · 1,360 shares Expires 2023-05-03 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. F5 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 4, 2017. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 1,290 | $0.00 Strike: $52.27 | $0.00 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · derivative · entry 10 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,870 Underlying: Common Stock · 1,290 shares Expires 2022-05-05 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 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 6, 2016. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 935 | $0.00 Strike: $53.13 | $0.00 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · derivative · entry 9 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,805 Underlying: Common Stock · 935 shares Expires 2021-05-07 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 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 8, 2015. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 1,299 | $0.00 Strike: $41.74 | $0.00 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · derivative · entry 8 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,299 shares Expires 2020-05-07 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. F2 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 8, 2014. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 394 | $0.00 Strike: $30.74 | $0.00 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · derivative · entry 7 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 394 shares Expires 2019-07-25 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 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on July 26, 2013. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 5,278 | $59.79 | $315,571.62 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · nonDerivative · entry 6 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,450 Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 1,360 | $46.96 | $63,865.60 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · nonDerivative · entry 5 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,728 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 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 1,290 | $52.27 | $67,428.30 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · nonDerivative · entry 4 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,368 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 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 935 | $53.13 | $49,676.55 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · nonDerivative · entry 3 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,078 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 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 1,299 | $41.74 | $54,220.26 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · nonDerivative · entry 2 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,143 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 10, 2017 20:44 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 394 | $30.74 | $12,111.56 |
DisclosureSEC source: 0001127602-17-017556 · form4.xml · nonDerivative · entry 1 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,844 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 19:04 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 3,040 | $60.30 | $183,312.00 |
DisclosureSEC source: 0001127602-17-017692 · form4.xml · nonDerivative · entry 1 MALONE JAMES R · CIK 0001136508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,490 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2011 Omnibus Incentive Compensation Plan. 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.