Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Parker-Hannifin CorpPH · Entity 2887 | Vice President | August 13, 2008 | August 14, 2008 |
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 13, 2008 · Filed August 14, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,991 |
Reported balance
After 2008-08-13 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2008-08-13 · Grant · Acquired 5,082 · Balance 35,991 F2: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. |
| Common StockSEC Table I · non-derivative | Direct | 34,138 |
Reported balance
After 2008-08-13 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2008-08-13 · Tax withholding · Disposed 1,853 · Balance 34,138 |
| Common StockSEC Table I · non-derivative | Direct | 2,280.81 |
Reported balance
Holding disclosure · report date 2008-08-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,280.81 F1: Dividend Reinvestment Plan. |
| Option to buy with tandem stock appreciation rightSEC Table II · derivative / convertible security · Conversion / exercise price $65.34 · Expires 2018-08-12 | Direct | 11,700 |
Reported balance
After 2008-08-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2008-08-13 · Grant · Acquired 11,700 · Balance 11,700 F4: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F3: The option with tandem SAR vests in three equal installments on 8/13/2009, 8/13/2010 and 8/13/2011. |
| Common StockSEC Table I · non-derivative | IndirectParker Retirement Savings Plan | 6,845.465 |
Reported balance
Holding disclosure · report date 2008-08-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,845.465 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment Plan.
F2: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3.
F3: The option with tandem SAR vests in three equal installments on 8/13/2009, 8/13/2010 and 8/13/2011.
F4: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to buy · Derivative | 3,690 | $0.00 Strike: $81.00 | $0.00 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · derivative · entry 14 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,690 Underlying: Common Stock · 3,690 shares Expires 2010-08-08 F11 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 8,610 | $0.00 Strike: $35.94 | $0.00 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · derivative · entry 13 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,610 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. F3 · shares: "Pyramid" stock option exercise resulting in net acquisition of 4,920 shares. F10 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F7 · derivative.exercise_date: The option vested in two equal installments on 8/9/2001 and 8/9/2002. F3 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 4,920 shares. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 2,662 | $0.00 Strike: $81.00 | $0.00 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · derivative · entry 12 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,662 Underlying: Common Stock · 2,662 shares Expires 2009-08-10 F11 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 4,960 | $0.00 Strike: $45.00 | $0.00 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · derivative · entry 11 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,960 shares Expires 2009-08-10 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 2,298 shares. F10 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F6 · derivative.exercise_date: The option vested in two equal installments on 8/11/2000 and 8/11/2001. F2 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 2,298 shares. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 2,077 | $83.86 | $174,177.22 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 10 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,555 Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 5,696 | $39.84 | $226,928.64 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 9 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,632 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 5,696 shares. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 1,415 | $83.86 | $118,661.90 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 8 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,936 Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 3,880 | $44.42 | $172,349.60 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 7 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,351 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 3,880 shares. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 1,794 | $83.86 | $150,444.84 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 6 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,471 Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 4,920 | $35.94 | $176,812.50 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 5 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,265 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 4,920 shares. Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 608 | $83.86 | $50,986.88 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 4 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,345 Read SEC document |
| December 11, 2006 Filed Dec 13, 2006 14:21 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 2,298 | $45.00 | $103,410.00 |
DisclosureSEC source: 0000076334-06-000113 · edgar.xml · nonDerivative · entry 3 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,953 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 2,298 shares. Read SEC document |
| November 20, 2006 Filed Mar 18, 2008 18:43 UTC | Parker-Hannifin Corp PH · Entity 2887 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-08-000017 · edgar.xml · nonDerivative · entry 3 Vicic Joseph J · CIK 0001351749 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,521 F1 · balance_after: Reflects 3-shares-for-2 stock split effected in the form of a stock dividend issued on October 1, 2007. Read SEC document |
| August 16, 2006 Filed Aug 18, 2006 14:15 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy with Tandem Stock Appreciation Right · Derivative | 10,200 | $0.00 Strike: $74.63 | $0.00 |
DisclosureSEC source: 0000076334-06-000083 · edgar.xml · derivative · entry 4 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 Underlying: Common Stock · 10,200 shares Expires 2016-08-15 F4 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F3 · derivative.exercise_date: The option vests in three equal installments on 8/16/2007, 8/16/2008 and 8/16/2009. Read SEC document |
| August 16, 2006 Filed Aug 18, 2006 14:15 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-06-000083 · edgar.xml · nonDerivative · entry 3 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,655 F2 · kind: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. F2 · price: Award of restricted stock under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 15:16 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 3,790 | $0.00 Strike: $31.38 | $0.00 |
DisclosureSEC source: 0000076334-06-000018 · edgar.xml · derivative · entry 8 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,790 shares Expires 2008-08-11 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 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 15:16 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,000 | $79.54 | $79,540.00 |
DisclosureSEC source: 0000076334-06-000018 · edgar.xml · nonDerivative · entry 7 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,951 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 15:16 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 1,285 | $79.53 | $102,196.05 |
DisclosureSEC source: 0000076334-06-000018 · edgar.xml · nonDerivative · entry 6 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,951 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 15:16 UTC | Parker-Hannifin Corp PH · Entity 2887 | SaleCommon Stock | 900 | $79.51 | $71,559.00 |
DisclosureSEC source: 0000076334-06-000018 · edgar.xml · nonDerivative · entry 5 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,236 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 15:16 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 605 | $78.94 | $47,758.70 |
DisclosureSEC source: 0000076334-06-000018 · edgar.xml · nonDerivative · entry 4 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,136 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 15:16 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 3,790 | $31.38 | $118,911.25 |
DisclosureSEC source: 0000076334-06-000018 · edgar.xml · nonDerivative · entry 3 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,741 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 14, 2006 Filed Feb 16, 2006 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantOption to Buy · Derivative | 932 | $0.00 Strike: $78.33 | $0.00 |
DisclosureSEC source: 0000076334-06-000017 · edgar.xml · derivative · entry 6 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932 Underlying: Common Stock · 932 shares Expires 2008-08-11 F4 · price: Granted under the Corporation's 2003 Stock Incentive Plan in a transaction exempt under Rule 16b-3. Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionOption to Buy · Derivative | 2,300 | $0.00 Strike: $31.38 | $0.00 |
DisclosureSEC source: 0000076334-06-000017 · edgar.xml · derivative · entry 5 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,790 Underlying: Common Stock · 2,300 shares Expires 2008-08-11 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,368 shares. F3 · price: Granted under the Corporation's 1993 Stock Incentive Program in a transaction exempt under Rule 16b-3. F2 · derivative.underlying_shares: "Pyramid" stock option exercise resulting in net acquisition of 1,368 shares. Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | Tax withholdingCommon Stock | 375 | $77.44 | $29,040.00 |
DisclosureSEC source: 0000076334-06-000017 · edgar.xml · nonDerivative · entry 4 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,951 Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 19:48 UTC | Parker-Hannifin Corp PH · Entity 2887 | Exercise / conversionCommon Stock | 1,368 | $31.38 | $42,921.00 |
DisclosureSEC source: 0000076334-06-000017 · edgar.xml · nonDerivative · entry 3 Vicic Joseph J · CIK 0001351749 · VP, President-Asia Pacific Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,326 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 · shares: "Pyramid" stock option exercise resulting in net acquisition of 1,368 shares. 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.