Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crane NXT, Co.CXT · Entity 4275 | Director | May 21, 2026 | May 26, 2026 |
| GE HealthCare Technologies Inc.GEHC · Entity 1711 | Chief Financial Officer | September 14, 2026 | September 16, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | Chief Financial Officer | February 23, 2023 | February 27, 2023 |
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.
Crane NXT, Co.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,172 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 6,366 · Balance 16,172 F1: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F2: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,298 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Grant · Acquired 126 · Balance 16,298 F1: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F3: Represents Deferred Stock Unit dividends accumulated during the year. F2: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors.
F2: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co.
F3: Represents Deferred Stock Unit dividends accumulated during the year.
GE HealthCare Technologies Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 75,096 |
Ending reported balance
After 2026-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-14 · Grant · Acquired 62,256 · Balance 62,256 F1: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 50% will vest on September 14, 2027, and 50% will vest on September 14, 2028. F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. Row 2 · 2026-09-14 · Grant · Acquired 12,840 · Balance 75,096 F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. F3: Award of restricted stock units with respect to GE HealthCare common stock, of which 33% will vest on September 2, 2027, 33% will vest on September 2, 2028, and 34% will vest on September 2, 2029. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $64.25 · Expires 2036-09-14 | Direct | 31,877 |
Reported balance
After 2026-09-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-14 · Grant · Acquired 31,877 · Balance 31,877 F4: Award of an employee stock option with respect to GE HealthCare common stock, of which 33% will become exercisable on September 2, 2027, 33% will become exercisable on September 2, 2028, and 34% will become exercisable on September 2, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 50% will vest on September 14, 2027, and 50% will vest on September 14, 2028.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock.
F3: Award of restricted stock units with respect to GE HealthCare common stock, of which 33% will vest on September 2, 2027, 33% will vest on September 2, 2028, and 34% will vest on September 2, 2029.
F4: Award of an employee stock option with respect to GE HealthCare common stock, of which 33% will become exercisable on September 2, 2027, 33% will become exercisable on September 2, 2028, and 34% will become exercisable on September 2, 2029.
IDEX CORP /DE/
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OPTIONS (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $225.69 · Expires 2033-02-23 | Direct | 12,340 |
Reported balance
After 2023-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 12,340 · Balance 12,340 F1: The options grant vests in four equal installments beginning February 23, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The options grant vests in four equal installments beginning February 23, 2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Xylem Inc.
Report date September 01, 2026 · Filed September 01, 2026
Section 16 reporting ended · disclosed 2026-09-01. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 16, 2026 22:01 UTC | GE HealthCare Technologies Inc. GEHC · Entity 1711 | GrantEmployee Stock Option (right to buy) · Derivative | 31,877 | $0.00 Strike: $64.25 | $0.00 |
DisclosureSEC source: 0001694002-26-000011 · wk-form4_1789596117.xml · derivative · entry 3 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,877 Underlying: Common Stock, par value $0.01 per share · 31,877 shares Expires 2036-09-14 F4 · price: Award of an employee stock option with respect to GE HealthCare common stock, of which 33% will become exercisable on September 2, 2027, 33% will become exercisable on September 2, 2028, and 34% will become exercisable on September 2, 2029. F4 · derivative.exercise_date: Award of an employee stock option with respect to GE HealthCare common stock, of which 33% will become exercisable on September 2, 2027, 33% will become exercisable on September 2, 2028, and 34% will become exercisable on September 2, 2029. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 22:01 UTC | GE HealthCare Technologies Inc. GEHC · Entity 1711 | GrantCommon Stock, par value $0.01 per share | 12,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001694002-26-000011 · wk-form4_1789596117.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,096 F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. F3 · shares: Award of restricted stock units with respect to GE HealthCare common stock, of which 33% will vest on September 2, 2027, 33% will vest on September 2, 2028, and 34% will vest on September 2, 2029. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 22:01 UTC | GE HealthCare Technologies Inc. GEHC · Entity 1711 | GrantCommon Stock, par value $0.01 per share | 62,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001694002-26-000011 · wk-form4_1789596117.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,256 F1 · shares: Award of restricted stock units with respect to GE HealthCare Technologies Inc. ("GE HealthCare") common stock, of which 50% will vest on September 14, 2027, and 50% will vest on September 14, 2028. F2 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of GE HealthCare common stock. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:04 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001694002-26-000004 · wk-form4_1779825850.xml · derivative · entry 2 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,298 Underlying: COMMON STOCK · 126 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F3 · date: Represents Deferred Stock Unit dividends accumulated during the year. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:04 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 6,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001694002-26-000004 · wk-form4_1779825850.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,172 Underlying: COMMON STOCK · 6,366 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 21:20 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 641 | $126.19 | $80,887.79 |
DisclosureSEC source: 0001524472-26-000056 · form4.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,510 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 5, 2025 (641) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 18,228 | $128.98 Strike: $128.98 | $2,351,047.44 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · derivative · entry 7 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,228 Underlying: Common Stock · 18,228 shares Expires 2036-03-02 F8 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 578 | $128.98 | $74,550.44 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · nonDerivative · entry 6 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,151 F7 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2024 (578) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 5,888 | $128.98 | $759,434.24 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · nonDerivative · entry 5 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,729 F6 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 5,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · nonDerivative · entry 4 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,617 F5 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 1, 2027, March 1, 2028 and March 1, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 3,117 | $128.98 | $402,030.66 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · nonDerivative · entry 3 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,501 F4 · shares: Reflects the acquisition of 3,117 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Revenue. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 4,583 | $128.98 | $591,115.34 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,384 F3 · shares: Reflects the acquisition of 4,583 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Adjusted EBITDA. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:53 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 5,551 | $128.98 | $715,967.98 |
DisclosureSEC source: 0001524472-26-000036 · form4.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,801 F1 · shares: Reflects the acquisition of 5,551 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Total Shareholder Return. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| September 18, 2025 Filed Sep 18, 2025 21:30 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 4,254 | $142.18 | $604,833.72 |
DisclosureSEC source: 0001694002-25-000003 · primarydocument.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,199 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on September 18, 2023 (4,254) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:06 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000063 · wk-form4_1748376380.xml · derivative · entry 2 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,806 Underlying: COMMON STOCK · 59 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F3 · date: Represents Deferred Stock Unit dividends accumulated during the year. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:06 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 4,498 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-25-000063 · wk-form4_1748376380.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,747 Underlying: COMMON STOCK · 4,498 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantNon-Qualified Stock Options (Right to buy) · Derivative | 15,223 | $129.67 Strike: $129.67 | $1,973,966.41 |
DisclosureSEC source: 0001562180-25-002150 · primarydocument.xml · derivative · entry 2 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,223 Underlying: Common Stock · 15,223 shares Expires 2035-03-05 F2 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 5, 2026, March 5, 2027 and March 5, 2028. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 4,338 | $129.67 | $562,508.46 |
DisclosureSEC source: 0001562180-25-002150 · primarydocument.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,415 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 5, 2026, March 5, 2027 and March 5, 2028. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:10 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 396 | $129.78 | $51,392.88 |
DisclosureSEC source: 0001562180-25-001953 · primarydocument.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,077 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2024 (396) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 20:15 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 4,253 | $132.86 | $565,053.58 |
DisclosureSEC source: 0001562180-24-006880 · primarydocument.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,457 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on September 18, 2023, under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:25 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000076 · wk-form4_1716927932.xml · derivative · entry 2 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,249 Underlying: COMMON STOCK · 29 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F3 · date: Represents Deferred Stock Unit dividends accumulated during the year. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:25 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 2,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-24-000076 · wk-form4_1716927932.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,220 Underlying: COMMON STOCK · 2,377 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:07 UTC | Xylem Inc. XYL · Entity 430 | GrantStock Options (Right to buy) · Derivative | 13,221 | $127.94 Strike: $127.94 | $1,691,494.74 |
DisclosureSEC source: 0001562180-24-002296 · primarydocument.xml · derivative · entry 2 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,221 Underlying: Common Stock · 13,221 shares Expires 2034-03-01 F2 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2025, March 1, 2026 and March 1, 2027. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:07 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 3,908 | $127.94 | $499,989.52 |
DisclosureSEC source: 0001562180-24-002296 · primarydocument.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,710 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 1, 2025, March 1, 2026 and March 1, 2027. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 20:44 UTC | Crane NXT, Co. CXT · Entity 4275 | GrantDeferred Stock Units · Derivative | 2,843 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-23-000084 · wf-form4_168236904047006.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,843 Underlying: COMMON STOCK · 2,843 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units convert into Crane NXT, Co. common stock on one-for-one basis upon separation from service on the Board of Directors. F2 · derivative.exercise_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. F2 · derivative.expiration_date: Deferred Stock Units are forfeited if service terminates before the one-year anniversary of the grant, unless termination results from death or change in control of Crane NXT, Co. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:10 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 12,340 | $0.00 Strike: $225.69 | $0.00 |
DisclosureSEC source: 0001913951-23-000007 · primary_doc.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,340 Underlying: COMMON STOCK · 12,340 shares Expires 2033-02-23 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 23, 2024. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 23, 2024. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:16 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,656 | $231.00 | $613,536.00 |
DisclosureSEC source: 0001913951-23-000002 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,203 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 16:16 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 5,995 | $231.00 | $1,384,845.00 |
DisclosureSEC source: 0001913951-23-000002 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,859 Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 18:15 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 1,383 | $0.00 Strike: $67.49 | $0.00 |
DisclosureSEC source: 0001694002-23-000001 · primary_doc.xml · derivative · entry 5 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,383 shares Expires 2024-10-15 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 · balance_after: On prior Forms 4, options held by this reporting person were reported on an aggregate basis in Column 9. As of this Form 4, the reporting person is separately reporting in Column 9 the number of options owned of each particular class. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 18:15 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 1,798 | $0.00 Strike: $72.73 | $0.00 |
DisclosureSEC source: 0001694002-23-000001 · primary_doc.xml · derivative · entry 4 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,798 shares Expires 2024-02-13 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 · balance_after: On prior Forms 4, options held by this reporting person were reported on an aggregate basis in Column 9. As of this Form 4, the reporting person is separately reporting in Column 9 the number of options owned of each particular class. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 18:15 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,181 | $226.36 | $720,065.79 |
DisclosureSEC source: 0001694002-23-000001 · primary_doc.xml · nonDerivative · entry 3 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 F1 · price: The transaction was executed in multiple trades at prices ranging from $226.23 to $226.374, inclusive. The price reported in Column 4 above reflects the weighted average sale price. The reporting person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in footnotes 1 of this Form 4. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 18:15 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 1,383 | $67.49 | $93,338.67 |
DisclosureSEC source: 0001694002-23-000001 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,045 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 09, 2023 Filed Feb 13, 2023 18:15 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 1,798 | $72.73 | $130,768.54 |
DisclosureSEC source: 0001694002-23-000001 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,662 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 |
| October 28, 2022 Filed Oct 31, 2022 23:00 UTC Amendment | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 843 | $0.00 Strike: $50.45 | $0.00 |
DisclosureSEC source: 0001694002-22-000003 · primary_doc.xml · derivative · entry 3 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 843 shares Expires 2023-02-15 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 · balance_after: On prior Forms 4, options held by this reporting person were reported on an aggregate basis in Column 9. As of this Form 4, the reporting person is separately reporting in Column 9 the number of options owned of each particular class. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 23:00 UTC Amendment | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 843 | $50.45 | $42,529.35 |
DisclosureSEC source: 0001694002-22-000003 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 F2 · balance_after: The original Form 4 filed earlier today, 10/31/2022, is being amended by this Form 4 solely to correct an administrative error, which reported Mr. Grogan's ownership incorrectly. Mr. Grogan's ownership after he sold 843 shares should be 13,864 shares not 127,689 shares. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 23:00 UTC Amendment | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 843 | $221.74 | $186,922.61 |
DisclosureSEC source: 0001694002-22-000003 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,707 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. F1 · balance_after: The original Form 4 filed earlier today, 10/31/2022, is being amended by this Form 4 solely to correct an administrative error, which reported Mr. Grogan's ownership incorrectly. Mr. Grogan's ownership after he acquired 843 shares should be 14,707 shares not 128,532 shares. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 22:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 843 | $0.00 Strike: $50.45 | $0.00 |
DisclosureSEC source: 0001694002-22-000002 · primary_doc.xml · derivative · entry 3 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 843 shares Expires 2023-02-15 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. F1 · balance_after: On prior Forms 4, options held by this reporting person were reported on an aggregate basis in Column 9. As of this Form 4, the reporting person is separately reporting in Column 9 the number of options owned of each particular class. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 22:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 843 | $50.45 | $42,529.35 |
DisclosureSEC source: 0001694002-22-000002 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,689 Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 22:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 843 | $221.74 | $186,922.61 |
DisclosureSEC source: 0001694002-22-000002 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,532 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 |
| October 28, 2022 Filed Nov 2, 2022 00:12 UTC Amendment | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOPTIONS (RIGHT TO BUY) · Derivative | 843 | $0.00 Strike: $50.45 | $0.00 |
DisclosureSEC source: 0001694002-22-000005 · primary_doc.xml · derivative · entry 3 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 843 shares Expires 2023-02-15 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 · balance_after: On prior Forms 4, options held by this reporting person were reported on an aggregate basis in Column 9. As of this Form 4, the reporting person is separately reporting in Column 9 the number of options owned of each particular class. Read SEC document |
| October 28, 2022 Filed Nov 2, 2022 00:12 UTC Amendment | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 843 | $221.74 | $186,922.61 |
DisclosureSEC source: 0001694002-22-000005 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 F1 · price: This amendment to Form 4 is being filed as a restatement of the Form 4 filed by the Reporting Person on October 31, 2022, and amended on October 31, 2022, solely to correctly report the prices at which the Reporting Person acquired and disposed of these shares, which were inadvertently interchanged in the Form 4 filed by the Reporting Person on October 31, 2022, and amended on October 31, 2022. Read SEC document |
| October 28, 2022 Filed Nov 2, 2022 00:12 UTC Amendment | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 843 | $50.45 | $42,529.35 |
DisclosureSEC source: 0001694002-22-000005 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,707 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. F1 · price: This amendment to Form 4 is being filed as a restatement of the Form 4 filed by the Reporting Person on October 31, 2022, and amended on October 31, 2022, solely to correctly report the prices at which the Reporting Person acquired and disposed of these shares, which were inadvertently interchanged in the Form 4 filed by the Reporting Person on October 31, 2022, and amended on October 31, 2022. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:23 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 16,250 | $0.00 Strike: $188.99 | $0.00 |
DisclosureSEC source: 0001842788-22-000007 · primary_doc.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,689 Underlying: COMMON STOCK · 16,250 shares Expires 2032-02-24 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 24, 2023. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 24, 2023. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 20:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,495 | $191.27 | $477,218.65 |
DisclosureSEC source: 0001842788-22-000002 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 20:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 5,585 | $191.27 | $1,068,242.95 |
DisclosureSEC source: 0001842788-22-000002 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,359 F1 · shares: On March 1, 2019, the reporting person was granted 3,905 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 16, 2022 with respect to 5,585 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:13 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 17,500 | $0.00 Strike: $197.11 | $0.00 |
DisclosureSEC source: 0001842788-21-000009 · primary_doc.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,439 Underlying: COMMON STOCK · 17,500 shares Expires 2031-02-25 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 25, 2022. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 25, 2022. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 17:57 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 3,247 | $198.00 | $642,906.00 |
DisclosureSEC source: 0001842788-21-000002 · primary_doc.xml · nonDerivative · entry 2 Grogan William K · CIK 0001694002 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,774 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 17:57 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 7,287 | $198.00 | $1,442,826.00 |
DisclosureSEC source: 0001842788-21-000002 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,021 F1 · shares: On February 22, 2018, the reporting person was granted 3,625 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 12, 2021 with respect to 7,287 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 16:10 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 4,000 | $199.69 | $798,761.20 |
DisclosureSEC source: 0001694002-21-000001 · primary_doc.xml · nonDerivative · entry 1 Grogan William K · CIK 0001694002 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,734 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 21:38 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 17,480 | $0.00 Strike: $173.35 | $0.00 |
DisclosureSEC source: 0001485532-20-000003 · primary_doc.xml · derivative · entry 1 Grogan William K · CIK 0001694002 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,939 Underlying: COMMON STOCK · 17,480 shares Expires 2030-02-21 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning February 21, 2021. F1 · derivative.expiration_date: The options grant vests in four equal installments beginning February 21, 2021. 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.