Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOVER CorpDOV · Entity 3179 | Director | November 15, 2017 | November 17, 2017 |
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 November 15, 2017 · Filed November 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,746 |
Reported balance
After 2017-11-15 transaction · row 1
1 source rowRow 1 · 2017-11-15 · Grant · Acquired 1,402 · Balance 276,746 |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 199,488 |
Reported balance
Holding disclosure · report date 2017-11-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 199,488 F1: Shares held by the 1993 Stubbs Family Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 477,390 |
Reported balance
Holding disclosure · report date 2017-11-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 477,390 F4: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 20,972 |
Reported balance
Holding disclosure · report date 2017-11-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 20,972 F5: Shares held by the Trust f/b/o Jill S. Bradburn of which a member of the Reporting Person's immediate family is the beneficiary, the Reporting Person is co-trustee and a contingent beneficiary. F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 90,000 |
Reported balance
Holding disclosure · report date 2017-11-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 90,000 F6: Shares held by the Michael B. Stubbs 2010 Grantor Retained Annuity Trust No. 1 over which the Reporting Person has power of substitution of assets. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 1,000 |
Reported balance
Holding disclosure · report date 2017-11-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 F3: The Reporting Person disclaims beneficial ownership of the reported securities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by the 1993 Stubbs Family Trust of which the Reporting Person, his spouse and his descendants are beneficiaries.
F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose.
F3: The Reporting Person disclaims beneficial ownership of the reported securities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
F4: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries.
F5: Shares held by the Trust f/b/o Jill S. Bradburn of which a member of the Reporting Person's immediate family is the beneficiary, the Reporting Person is co-trustee and a contingent beneficiary.
F6: Shares held by the Michael B. Stubbs 2010 Grantor Retained Annuity Trust No. 1 over which the Reporting Person has power of substitution of assets.
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 |
|---|---|---|---|---|---|---|
| November 15, 2017 Filed Nov 17, 2017 21:15 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,402 | $92.70 | $129,965.40 |
DisclosureSEC source: 0000900549-17-000007 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,746 Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 20:08 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 8,495 | $96.30 | $818,048.11 |
DisclosureSEC source: 0000900549-17-000006 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 477,390 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.00 to $96.53 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 sent forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 12:20 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 16,505 | $96.06 | $1,585,526.42 |
DisclosureSEC source: 0000900549-17-000005 · edgar.xml · nonDerivative · entry 2 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 485,885 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.00 to $96.605 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 sent forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 12:20 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 25,000 | $95.41 | $2,385,320.00 |
DisclosureSEC source: 0000900549-17-000005 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 502,390 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.09 to $95.7298 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 sent forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. Read SEC document |
| August 04, 2017 Filed Aug 7, 2017 21:02 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 25,000 | $87.04 | $2,175,955.00 |
DisclosureSEC source: 0000900549-17-000004 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 527,390 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87 to $87.21 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 sent forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:03 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 20,000 | $83.22 | $1,664,406.00 |
DisclosureSEC source: 0000900549-17-000003 · edgar.xml · nonDerivative · entry 3 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 90,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.00 to $83.58 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 sent forth in footnote (3) to this Form 4. F4 · ownership.nature: Shares held by the Michael B. Stubbs 2010 Grantor Retained Annuity Trust No. 1 over which the Reporting Person has power of substitution of assets. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:03 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 20,000 | $83.22 | $1,664,400.00 |
DisclosureSEC source: 0000900549-17-000003 · edgar.xml · nonDerivative · entry 2 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 552,390 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.94 to $83.52 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 sent forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. Read SEC document |
| May 16, 2017 Filed May 23, 2017 20:03 UTC | DOVER Corp DOV · Entity 3179 | GiftCommon Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000900549-17-000003 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,344 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 23:13 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 20,000 | $80.30 | $1,606,014.00 |
DisclosureSEC source: 0000900549-17-000002 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 572,390 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.38 to $80.23 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 sent forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Gretchen B. Stubbs Residuary Trust of which the Reporting Person, his spouse and his descendants are beneficiaries. F4 · ownership.nature: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities (except to the extent of his pecuniary interest therein) for purposes of Section 16 or for any other purpose. Read SEC document |
| December 01, 2016 Filed Jan 13, 2017 22:31 UTC | DOVER Corp DOV · Entity 3179 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000900549-17-000001 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,194 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 17:18 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,817 | $71.56 | $130,024.52 |
DisclosureSEC source: 0000900549-16-000010 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,544 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 21:05 UTC | DOVER Corp DOV · Entity 3179 | SaleCommon Stock | 19,000 | $71.58 | $1,360,020.00 |
DisclosureSEC source: 0000900549-16-000009 · edgar.xml · nonDerivative · entry 1 STUBBS MICHAEL B · CIK 0000900549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 110,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.14 to 72.06, inclusive. The Reporting Person undertakes to provide to Dover Corporation, any holder of Dover Corporation stock 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 ranges forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares held by the Michael B. Stubbs 2010 Grantor Retained Annuity Trust No. 1 over which the Reporting Person has power of substitution of assets. 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.