Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | President-Valves & Controls | April 17, 2017 | April 18, 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.
PENTAIR plc
Report date April 17, 2017 · Filed April 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,464 |
Reported balance
After 2017-04-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-17 · Tax withholding · Disposed 552 · Balance 1,464 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 40,324 |
Reported balance
Holding disclosure · report date 2017-04-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40,324 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
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 |
|---|---|---|---|---|---|---|
| April 17, 2017 Filed Apr 18, 2017 21:26 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 552 | $63.31 | $34,947.12 |
DisclosureSEC source: 0001140361-17-016100 · doc1.xml · nonDerivative · entry 1 Cassidy Dennis J. Jr. · CIK 0001672059 · President-Valves & Controls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,464 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. 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.