Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Director · CHAIRMAN | March 27, 2017 | March 29, 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.
POOL CORP
Report date March 27, 2017 · Filed March 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 304,151 |
Reported balance
After 2017-03-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-03-27 · Sale · Disposed 16,080 · Balance 304,151 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $119.065, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool 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 set forth in this footnote to this Form 4. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 270,231 |
Reported balance
After 2017-03-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-03-28 · Sale · Disposed 33,920 · Balance 270,231 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $120.02, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool 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 set forth in this footnote to this Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 4,445 |
Reported balance
Holding disclosure · report date 2017-03-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,445 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 50,565 |
Reported balance
Holding disclosure · report date 2017-03-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 50,565 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $119.065, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool 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 set forth in this footnote to this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $120.02, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool 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 set forth in this footnote to this Form 4.
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 |
|---|---|---|---|---|---|---|
| March 28, 2017 Filed Mar 29, 2017 21:06 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 33,920 | $119.14 | $4,041,374.66 |
DisclosureSEC source: 0000945841-17-000073 · edgardoc.xml · nonDerivative · entry 2 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 270,231 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $120.02, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool 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 set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 21:06 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 16,080 | $118.89 | $1,911,686.88 |
DisclosureSEC source: 0000945841-17-000073 · edgardoc.xml · nonDerivative · entry 1 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 304,151 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $119.065, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool 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 set forth in this footnote to this Form 4. Read SEC document |
| December 30, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 20 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 320,231 Read SEC document |
| December 23, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 19 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 320,364 Read SEC document |
| December 20, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 1,910 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 18 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 320,389 Read SEC document |
| November 23, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 17 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 322,299 Read SEC document |
| October 26, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 16 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 322,324 Read SEC document |
| October 10, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 15 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 322,349 Read SEC document |
| October 10, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 3 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 50,565 F1 · balance_after: The reporting person acquired beneficial ownership of these shares upon his marriage to the owner of the shares on April 6, 2016. Read SEC document |
| September 27, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 14 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 332,349 Read SEC document |
| August 25, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 13 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 332,374 Read SEC document |
| July 25, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 12 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 332,399 Read SEC document |
| June 24, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 11 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 332,424 Read SEC document |
| May 25, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 10 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 332,449 Read SEC document |
| May 24, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 2,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 9 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 332,474 Read SEC document |
| May 24, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 2,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 2 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 Read SEC document |
| April 22, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 8 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 329,875 Read SEC document |
| March 24, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 7 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 329,900 Read SEC document |
| February 25, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 6 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 329,930 Read SEC document |
| January 25, 2016 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 5 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 329,960 Read SEC document |
| May 26, 2015 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 4 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 453,169 Read SEC document |
| May 26, 2015 Filed Feb 15, 2017 01:26 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000018 · edgardoc.xml · nonDerivative · entry 1 SEXTON WILSON B · CIK 0001230658 · Director · CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,109 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.