Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trane Technologies plcIR · Entity 2921 | EVP, Industrial Segment | May 19, 2017 | May 23, 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.
Trane Technologies plc
Report date May 19, 2017 · Filed May 23, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 66,943.7264 |
Reported balance
After 2017-05-19 transaction · row 1
1 source rowRow 1 · 2017-05-19 · Sale · Disposed 1,483 · Balance 66,943.7264 F1: This transaction was executed in multiple trades ranging from $89.59 to $89.61 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Plan Trustee | 5,717.7318 |
Reported balance
Holding disclosure · report date 2017-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,717.7318 F2: Latest available information provided by the trustee of the Ingersoll-Rand Employee Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $89.59 to $89.61 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
F2: Latest available information provided by the trustee of the Ingersoll-Rand Employee Savings Plan.
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 19, 2017 Filed May 23, 2017 16:01 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 1,483 | $89.59 | $132,866.57 |
DisclosureSEC source: 0001466258-17-000144 · wf-form4_149556965224862.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,943.7264 F1 · price: This transaction was executed in multiple trades ranging from $89.59 to $89.61 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 16:08 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 7,000 | $80.43 | $563,005.80 |
DisclosureSEC source: 0001466258-17-000113 · wf-form4_148883448086606.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,426.7264 F1 · price: This transaction was executed in multiple trades ranging from $80.40 to $80.575128 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 16:43 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 760 | $80.75 | $61,366.20 |
DisclosureSEC source: 0001466258-17-000091 · wf-form4_148831817535131.xml · nonDerivative · entry 3 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,426.7264 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:43 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 6,240 | $80.75 | $503,848.80 |
DisclosureSEC source: 0001466258-17-000091 · wf-form4_148831817535131.xml · nonDerivative · entry 2 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,186.7264 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:43 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 16,319.3394 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-17-000091 · wf-form4_148831817535131.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,426.7264 F1 · shares: Represents the vesting of performance share units for the 2014-2016 performance period. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:36 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 669 | $81.43 | $54,473.33 |
DisclosureSEC source: 0001466258-17-000075 · wf-form4_148710769852102.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,107.387 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:07 UTC | Trane Technologies plc IR · Entity 2921 | GrantStock Option (Right to Buy) · Derivative | 25,242 | $0.00 Strike: $80.21 | $0.00 |
DisclosureSEC source: 0001466258-17-000045 · wf-form4_148667802387296.xml · derivative · entry 3 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,242 Underlying: Ordinary Shares · 25,242 shares Expires 2027-02-06 F3 · derivative.exercise_date: The stock option vests in three (3) annual installments beginning on February 7, 2018. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:07 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 4,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-17-000045 · wf-form4_148667802387296.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,776.387 F1 · shares: Represents restricted stock units that vest in three (3) equal annual installments beginning on February 7, 2018. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 16:12 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 480 | $78.60 | $37,728.00 |
DisclosureSEC source: 0001466258-17-000023 · wf-form4_148650192981639.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,536.387 Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 16:06 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 6,014 | $75.43 | $453,636.02 |
DisclosureSEC source: 0001466258-16-000545 · wf-form4_148123119617828.xml · nonDerivative · entry 1 Zafari Robert · CIK 0001494832 · EVP, Industrial Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,985.303 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.