Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STANDEX INTERNATIONAL CORP/DE/SXI · Entity 1314 | Director · President/CEO/Chairman | August 31, 2026 | September 02, 2026 |
| WATTS WATER TECHNOLOGIES INCWTS · Entity 44 | Director | August 03, 2026 | August 04, 2026 |
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.
STANDEX INTERNATIONAL CORP/DE/
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrustee of Trust | 84,973 |
Reported balance
After 2026-08-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-31 · Sale · Disposed 4,000 · Balance 84,973 F1: Sale of stock pursuant to existing 10b5-1 trading plan dated May 21, 2026. F2: The price reported is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $289.25 to $297.69, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the Corporation or any security holder of the Corporation, upon request, full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | IndirectTrustee of Trust | 75,973 |
Reported balance
After 2026-08-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-31 · Sale · Disposed 9,000 · Balance 75,973 F1: Sale of stock pursuant to existing 10b5-1 trading plan dated May 21, 2026. F3: The price reported is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $289.25 to $296.63, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the Corporation or any security holder of the Corporation, upon request, full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Direct | 11,305.9759 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,305.9759 |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of stock pursuant to existing 10b5-1 trading plan dated May 21, 2026.
F2: The price reported is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $289.25 to $297.69, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the Corporation or any security holder of the Corporation, upon request, full information regarding the number of shares sold at each separate price.
F3: The price reported is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $289.25 to $296.63, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the Corporation or any security holder of the Corporation, upon request, full information regarding the number of shares sold at each separate price.
WATTS WATER TECHNOLOGIES INC
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 456 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 456 · Balance 456 F1: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $160,000 by the closing stock price on the grant date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 9,800 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,800 F2: The shares are held in a trust for the benefit of the Reporting Person's children. The Reporting Person's spouse serves as co-trustee of this trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $160,000 by the closing stock price on the grant date.
F2: The shares are held in a trust for the benefit of the Reporting Person's children. The Reporting Person's spouse serves as co-trustee of this trust.
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 |
|---|---|---|---|---|---|---|
| July 30, 2018 Filed Jul 31, 2018 16:11 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012030 · doc4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,340 F1 · shares: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $100,000 by a twelve-month trailing average stock price. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 17:36 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 4,000 | $101.43 | $405,702.40 |
DisclosureSEC source: 0001127602-18-012722 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,164 F1 · kind: Sale of stock was made pursuant to the terms of a previously executed 10b5-1 trading plan entered into by the reporting person and a brokerage firm. Read SEC document |
| March 22, 2018 Filed Aug 12, 2019 20:53 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 4,000 | $101.43 | $405,702.40 |
DisclosureSEC source: 0001127602-19-026418 · form4a.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of Trust Disclosed balance after: 35,683 F1 · kind: Sale of stock was made pursuant to the terms of a previously executed 10b5-1 trading plan entered into by the reporting person and a brokerage firm. F2 · kind: This amendment is being filed to correct the fact that the shares originally reported as having been sold directly by the reporting person were in fact sold by the trust for which the reporting person has indirect beneficial ownership. Read SEC document |
| October 05, 2017 Filed Aug 12, 2019 19:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GiftCommon Stock | 13,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026381 · form5.xml · nonDerivative · entry 4 Dunbar David A. · CIK 0001595316 · Director · President/CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,664 F1 · kind: Shares previously held by the reporting person directly were transferred into the David Dunbar Trust in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. Read SEC document |
| October 05, 2017 Filed Aug 12, 2019 19:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GiftCommon Stock | 13,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026381 · form5.xml · nonDerivative · entry 3 Dunbar David A. · CIK 0001595316 · Director · President/CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of Trust Disclosed balance after: 39,683 F1 · kind: Shares previously held by the reporting person directly were transferred into the David Dunbar Trust in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. Read SEC document |
| September 09, 2017 Filed Sep 12, 2017 19:23 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionPhantom Stock Units · Derivative | 4,360 | $0.00 Strike: $55.76 | $0.00 |
DisclosureSEC source: 0001127602-17-027317 · form4.xml · derivative · entry 3 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,360 shares Expires 2017-09-09 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 · kind: Vesting of Phantom Stock pursuant to the Company's Long Term Incentive Plan. Read SEC document |
| September 09, 2017 Filed Sep 12, 2017 19:23 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 1,829 | $96.85 | $177,138.65 |
DisclosureSEC source: 0001127602-17-027317 · form4.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,164 Read SEC document |
| September 09, 2017 Filed Sep 12, 2017 19:23 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Exercise / conversionCommon Stock | 4,360 | $55.76 | $243,113.60 |
DisclosureSEC source: 0001127602-17-027317 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,993 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 · kind: Vesting of Phantom Stock pursuant to the Company's Long Term Incentive Plan. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 20:27 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 7,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027185 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,904 F1 · kind: Grant of restricted stock pursuant to Long Term Incentive Plan of the Company which cliff vests three years from the date of award. Read SEC document |
| September 02, 2017 Filed Sep 6, 2017 17:28 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 1,773 | $94.70 | $167,903.10 |
DisclosureSEC source: 0001127602-17-027024 · form4.xml · nonDerivative · entry 3 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,901 F2 · kind: Shares sold to pay taxes on vesting of previously issued restricted stock. Read SEC document |
| September 02, 2017 Filed Sep 12, 2017 19:29 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 2,720 | $94.70 | $257,584.00 |
DisclosureSEC source: 0001127602-17-027323 · form4a.xml · nonDerivative · entry 3 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,630 F3 · kind: Shares sold to pay taxes on vesting of previously issued restricted stock. F2 · shares: This amended Form 4 is being filed to correct inadvertent errors with regard to the number of shares sold to pay taxes with respect to the underlying vestings. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 17:28 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 1,383 | $95.50 | $132,076.50 |
DisclosureSEC source: 0001127602-17-027024 · form4.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,674 Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 17:28 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 5,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027024 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,057 F1 · kind: Award of stock pursuant to the Company's Long Term Incentive Plan. Read SEC document |
| September 01, 2017 Filed Sep 12, 2017 19:29 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 1,707 | $95.50 | $163,018.50 |
DisclosureSEC source: 0001127602-17-027323 · form4a.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,350 F2 · shares: This amended Form 4 is being filed to correct inadvertent errors with regard to the number of shares sold to pay taxes with respect to the underlying vestings. Read SEC document |
| September 01, 2017 Filed Sep 12, 2017 19:29 UTC Amendment | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 5,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027323 · form4a.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,057 F1 · kind: Award of stock pursuant to the Company's Long Term Incentive Plan. Read SEC document |
| August 30, 2017 Filed Sep 1, 2017 14:58 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 678 | $94.75 | $64,240.50 |
DisclosureSEC source: 0001127602-17-026794 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,001 F1 · kind: Shares sold to pay taxes on vesting of previously issued restricted stock. Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 20:13 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 954 | $91.90 | $87,672.60 |
DisclosureSEC source: 0001127602-17-026645 · form4.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,679 Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 20:13 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 3,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026645 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,633 F1 · kind: Award of stock pursuant to the Company's Long Term Incentive Plan. Read SEC document |
| August 16, 2017 Filed Aug 12, 2019 19:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GiftCommon Stock | 25,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026381 · form5.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of Trust Disclosed balance after: 25,705 F1 · kind: Shares previously held by the reporting person directly were transferred into the David Dunbar Trust in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. Read SEC document |
| August 16, 2017 Filed Aug 12, 2019 19:37 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GiftCommon Stock | 25,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026381 · form5.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,642 F1 · kind: Shares previously held by the reporting person directly were transferred into the David Dunbar Trust in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. Read SEC document |
| August 01, 2017 Filed Aug 1, 2017 20:23 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 1,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013075 · doc4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,984 F1 · kind: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $100,000 by a twelve-month trailing average stock price. Read SEC document |
| February 08, 2017 Filed Feb 8, 2017 21:57 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002669 · doc4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 21:03 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 4,455 | $87.80 | $391,149.00 |
DisclosureSEC source: 0001127602-16-067739 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,145 Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:39 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantPhantom Stock Units · Derivative | 4,604 | $61.97 Strike: $61.97 | $285,309.88 |
DisclosureSEC source: 0001127602-16-062247 · form4.xml · derivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,604 Underlying: Common Stock · 4,604 shares Expires 2019-09-06 F1 · kind: Contingent purchase of Phantom Stock of the Company pursuant to the Long Term Incentive Plan vesting three years after the date of purchase in the form of Common Stock. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 20:40 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 2,497 | $85.56 | $213,643.32 |
DisclosureSEC source: 0001127602-16-062103 · form4.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,600 F2 · kind: Payment of tax liability upon vesting of PSU's. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 20:40 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 5,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062103 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,097 F1 · kind: Award of stock pursuant to the Company's Long Term Incentive Plan. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 19:11 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 2,121 | $84.37 | $178,948.77 |
DisclosureSEC source: 0001127602-16-061897 · form4.xml · nonDerivative · entry 2 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,145 F2 · kind: Payment of tax liability upon vesting of PSU's. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 19:11 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 5,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061897 · form4.xml · nonDerivative · entry 1 Dunbar David A. · CIK 0001595316 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,266 F1 · kind: Award of stock pursuant to the Company's Long Term Incentive Plan. 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.