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 |
|---|---|---|---|---|---|---|
| February 07, 2020 Filed Feb 11, 2020 21:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 4,052 | $171.19 | $693,661.88 |
DisclosureSEC source: 0001694002-20-000005 · 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: 10,734 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:27 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 9,100 | $171.19 | $1,557,829.00 |
DisclosureSEC source: 0001694002-20-000005 · 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: 14,786 F1 · shares: On February 22, 2017, the reporting person was granted 3,640 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 7, 2020 with respect to 9,100 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 21:35 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,640 | $173.30 | $284,212.00 |
DisclosureSEC source: 0001694002-20-000001 · 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: 5,686 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:03 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 16,065 | $0.00 Strike: $144.85 | $0.00 |
DisclosureSEC source: 0001485532-19-000011 · 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: 76,459 Underlying: COMMON STOCK · 16,065 shares Expires 2029-03-01 F1 · derivative.exercise_date: The options grant vests in four equal installments beginning March 1, 2020 F1 · derivative.expiration_date: The options grant vests in four equal installments beginning March 1, 2020 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:29 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,509 | $137.85 | $208,015.65 |
DisclosureSEC source: 0001485532-19-000003 · 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: 7,326 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:29 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 3,350 | $137.85 | $461,797.50 |
DisclosureSEC source: 0001485532-19-000003 · 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: 8,835 F1 · shares: On February 19, 2016, the reporting person was granted 1,340 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 8, 2019 with respect to 3,350 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 21:36 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,406 | $152.90 | $520,786.26 |
DisclosureSEC source: 0001694002-18-000001 · 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: 5,485 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 23:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 13,180 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001605266-18-000011 · 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: 60,394 Underlying: COMMON STOCK · 13,180 shares Expires 2028-02-22 F2 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2019. F2 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2019. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 23:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 1,020 | $138.12 | $140,882.40 |
DisclosureSEC source: 0001605266-18-000011 · 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: 8,891 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 23:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 2,295 | $138.12 | $316,985.40 |
DisclosureSEC source: 0001605266-18-000011 · 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: 9,911 F1 · shares: On February 20, 2015, the reporting person was granted 960 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 22, 2018 with respect to 2,295 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:33 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 144 | $136.83 | $19,703.52 |
DisclosureSEC source: 0001605266-18-000003 · 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: 7,616 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 21:10 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 350 | $124.52 | $43,582.00 |
DisclosureSEC source: 0001694002-17-000003 · 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: 7,760 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:48 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 14,065 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001322851-17-000012 · 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: 47,214 Underlying: COMMON STOCK · 14,065 shares Expires 2027-02-22 F2 · derivative.exercise_date: The options grant vests in four equal installments beginning February 22, 2018. F2 · derivative.expiration_date: The options grant vests in four equal installments beginning February 22, 2018. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:48 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 612 | $93.27 | $57,081.24 |
DisclosureSEC source: 0001322851-17-000012 · 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: 8,110 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:48 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 1,939 | $93.27 | $180,850.53 |
DisclosureSEC source: 0001322851-17-000012 · 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: 8,722 F1 · shares: On February 13, 2014, the reporting person was granted 1,375 performance stock units, which vest upon the Company's satisfaction of certain performance criteria. The performance criteria was met on February 22, 2017 with respect to 1,939 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:23 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 152 | $91.96 | $13,977.92 |
DisclosureSEC source: 0001605266-17-000006 · 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: 6,783 Read SEC document |
| January 03, 2017 Filed Jan 9, 2017 21:17 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 21,115 | $0.00 Strike: $91.22 | $0.00 |
DisclosureSEC source: 0001694002-17-000002 · primary_doc.xml · derivative · entry 2 Grogan William K · CIK 0001694002 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,149 Underlying: COMMON STOCK · 21,115 shares Expires 2027-01-03 F1 · derivative.exercise_date: THE OPTIONS GRANT VESTS IN FOUR EQUAL INSTALLMENTS BEGINNING January 3, 2018 F1 · derivative.expiration_date: THE OPTIONS GRANT VESTS IN FOUR EQUAL INSTALLMENTS BEGINNING January 3, 2018 Read SEC document |
| January 03, 2017 Filed Jan 9, 2017 21:17 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 5,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001694002-17-000002 · 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: 6,935 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.