Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | SVP - Finance | August 11, 2010 | August 12, 2010 |
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 August 11, 2010 · Filed August 12, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,038 |
Ending reported balance
After 2010-08-11 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2010-08-11 · Grant · Acquired 2,360 · Balance 20,745 Row 3 · 2010-08-11 · Tax withholding · Disposed 707 · Balance 20,038 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $62.35 · Expires 2020-08-10 | Direct | 7,370 |
Reported balance
After 2010-08-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2010-08-11 · Grant · Acquired 7,370 · Balance 7,370 F1: The SAR vests in three equal annual installments beginning 8/11/2011. |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan | 2,590.73 |
Reported balance
Holding disclosure · report date 2010-08-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,590.73 |
Filing footnotes · ownership attribution and instrument terms
F1: The SAR vests in three equal annual installments beginning 8/11/2011.
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 10, 2005 Filed Aug 11, 2005 19:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy with tandem stock appreciation right · Derivative | 5,500 | $0.00 Strike: $65.65 | $0.00 |
DisclosureSEC source: 0000076334-05-000051 · edgar.xml · derivative · entry 3 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 5,500 shares Expires 2015-08-09 F3 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option with tandem SAR vests in three equal installments on 8/10/2006, 8/10/2007 and 8/10/2008. Read SEC document |
| August 10, 2005 Filed Aug 11, 2005 19:42 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 3,379 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-05-000051 · edgar.xml · nonDerivative · entry 1 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,635 F1 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 19:31 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 609 | $62.07 | $37,797.59 |
DisclosureSEC source: 0000076334-05-000021 · edgar.xml · nonDerivative · entry 2 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256 F1 · shares: Surrender of shares to satisfy withholding taxes upon vesting of previously issued restricted stock in a transaction exempt under Rule 16b-3. Read SEC document |
| November 18, 2004 Filed Nov 22, 2004 15:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 580 | $0.00 Strike: $74.54 | $0.00 |
DisclosureSEC source: 0000076334-04-000082 · edgar.xml · derivative · entry 7 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580 Underlying: Common Stock · 580 shares Expires 2010-08-08 F4 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| November 18, 2004 Filed Nov 22, 2004 15:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 1,200 | $0.00 Strike: $35.94 | $0.00 |
DisclosureSEC source: 0000076334-04-000082 · edgar.xml · derivative · entry 6 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 Underlying: Common Stock · 1,200 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. F1 · shares: "Pyramid" stock option exercise resulting in net acquisition of 620 shares. F3 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option vested in two equal installments on 8/9/2001 and 8/9/2002. F1 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 620 shares. Read SEC document |
| November 18, 2004 Filed Nov 22, 2004 15:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 100 | $74.03 | $7,403.00 |
DisclosureSEC source: 0000076334-04-000082 · edgar.xml · nonDerivative · entry 5 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,865 Read SEC document |
| November 18, 2004 Filed Nov 22, 2004 15:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 300 | $74.00 | $22,200.00 |
DisclosureSEC source: 0000076334-04-000082 · edgar.xml · nonDerivative · entry 4 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,865 Read SEC document |
| November 18, 2004 Filed Nov 22, 2004 15:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 199 | $74.35 | $14,795.65 |
DisclosureSEC source: 0000076334-04-000082 · edgar.xml · nonDerivative · entry 3 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,865 Read SEC document |
| November 18, 2004 Filed Nov 22, 2004 15:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 620 | $35.94 | $22,281.25 |
DisclosureSEC source: 0000076334-04-000082 · edgar.xml · nonDerivative · entry 2 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,865 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 620 shares. Read SEC document |
| November 01, 2004 Filed Nov 2, 2004 15:34 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 2,470 | $0.00 Strike: $30.75 | $0.00 |
DisclosureSEC source: 0000076334-04-000069 · edgar.xml · derivative · entry 4 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,470 shares Expires 2009-01-27 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,395 shares. F3 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option vested in two equal installments on 1/28/2000 and 1/28/2001. F1 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 1,395 shares. Read SEC document |
| November 01, 2004 Filed Nov 2, 2004 15:34 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 446 | $70.63 | $31,500.98 |
DisclosureSEC source: 0000076334-04-000069 · edgar.xml · nonDerivative · entry 3 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,844 Read SEC document |
| November 01, 2004 Filed Nov 2, 2004 15:34 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,395 | $30.75 | $42,896.25 |
DisclosureSEC source: 0000076334-04-000069 · edgar.xml · nonDerivative · entry 2 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,844 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. F1 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,395 shares. Read SEC document |
| August 11, 2004 Filed Aug 12, 2004 19:26 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 5,500 | Not disclosed Strike: $54.39 | Not disclosed |
DisclosureSEC source: 0000076334-04-000040 · edgar.xml · derivative · entry 3 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 5,500 shares Expires 2014-08-10 F3 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option vests in two equal installments on 8/11/05 and 8/11/06. Read SEC document |
| August 11, 2004 Filed Aug 12, 2004 19:26 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-04-000040 · edgar.xml · nonDerivative · entry 1 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,895 F1 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 21:01 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 604 | $58.88 | $35,560.50 |
DisclosureSEC source: 0000076334-04-000014 · edgar.xml · nonDerivative · entry 2 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,148 F1 · shares: Surrender of shares to satisfy withholding taxes upon vesting of previously issued restricted stock in a transaction exempt under Rule 16b-3. Read SEC document |
| November 10, 2003 Filed Nov 12, 2003 15:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 4,050 | $0.00 Strike: $28.08 | $0.00 |
DisclosureSEC source: 0000076334-03-000109 · edgar.xml · derivative · entry 4 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,050 shares Expires 2007-01-29 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,951 shares. F2 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. Read SEC document |
| November 10, 2003 Filed Nov 12, 2003 15:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 604 | $54.18 | $32,724.72 |
DisclosureSEC source: 0000076334-03-000109 · edgar.xml · nonDerivative · entry 3 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,752 Read SEC document |
| November 10, 2003 Filed Nov 12, 2003 15:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,951 | $28.08 | $54,789.93 |
DisclosureSEC source: 0000076334-03-000109 · edgar.xml · nonDerivative · entry 2 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,752 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,951 shares. Read SEC document |
| August 13, 2003 Filed Aug 15, 2003 13:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 8,300 | Not disclosed Strike: $47.29 | Not disclosed |
DisclosureSEC source: 0000076334-03-000061 · edgar.xml · derivative · entry 3 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300 Underlying: Common Stock · 8,300 shares Expires 2013-08-12 F3 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F2 · derivative.exercise_date: The option vests in two equal installments on 8/13/04 and 8/13/05. Read SEC document |
| August 13, 2003 Filed Aug 15, 2003 13:02 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-03-000061 · edgar.xml · nonDerivative · entry 1 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,405 F1 · kind: Award of restricted stock under the Corporation's 1993 Stock Incentive Program in a transactin exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 1993 Stock Incentive Program in a transactin exempt under Rule 16b-3. Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 21:10 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 249 | $42.22 | $10,512.78 |
DisclosureSEC source: 0000076334-03-000018 · edgar.xml · nonDerivative · entry 1 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,507 F1 · shares: Surrender of shares to satisfy withholding taxes upon vesting of previously issued restricted stock in a transaction exempt under Rule 16b-3. F2 · balance_after: Mr. Dennis also owns indirectly 5,175.97 shares in the Parker Retirement Savings Plan. Read SEC document |
| June 30, 2003 Filed Jul 10, 2003 17:31 UTC Amendment | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-03-000023 · edgar.xml · nonDerivative · entry 1 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,756 F1 · balance_after: On July 1, 2003, a Form 4 was filed mistakenly reporting the surrender of 249 shares of common stock to satisfy withholding taxes upon vesting of previously issued restricted stock. Such surrender did not actually occur. Therefore, as of June 30, 2003, Mr. Dennis still directly owned 2,756 shares. Read SEC document |
| March 10, 2003 Filed Aug 14, 2003 19:01 UTC Amendment | Parker-Hannifin Corp PH · Entity 2887 | PurchaseCommon Stock | 200 | $37.76 | $7,552.00 |
DisclosureSEC source: 0000076334-03-000048 · edgar.xml · nonDerivative · entry 2 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,261 F2 · balance_after: The Form 4 filed on March 11, 2003 did not include in column 5 the acquisition of 1,505 shares reported thereon. Read SEC document |
| August 07, 2002 Filed Aug 14, 2003 19:01 UTC Amendment | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 1,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000076334-03-000048 · edgar.xml · nonDerivative · entry 1 DENNIS DANA A · CIK 0001087963 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,261 F1 · kind: Award of restricted stock under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F1 · price: Award of restricted stock under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F2 · balance_after: The Form 4 filed on March 11, 2003 did not include in column 5 the acquisition of 1,505 shares reported thereon. 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.