Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 23, 2026 | June 24, 2026 |
| MARZETTI COMZTI · Entity 4222 | Director · President and CEO | August 25, 2026 | August 28, 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.
Essential Utilities, Inc.
Report date June 23, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,800 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 3,666 · Balance 16,800 |
MARZETTI CO
Report date August 25, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,522 |
Ending reported balance
After 2026-08-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-25 · Grant · Acquired 4,177 · Balance 61,133 Row 2 · 2026-08-25 · Tax withholding · Disposed 1,611 · Balance 59,522 |
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 31, 2022 Filed Apr 4, 2022 20:38 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 532 | $51.66 | $27,483.12 |
DisclosureSEC source: 0001127602-22-011207 · form4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,545 Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 18:45 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 1,169 | $168.09 | $196,497.21 |
DisclosureSEC source: 0001225208-22-003630 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,054 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 22:14 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 466 | $53.65 | $25,000.90 |
DisclosureSEC source: 0001127602-22-000570 · form4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 21:11 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 537 | $46.60 | $25,021.52 |
DisclosureSEC source: 0001127602-21-026490 · form4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537 Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 23:34 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 5,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011576 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,223 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 22:53 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 1,228 | $174.67 | $214,494.76 |
DisclosureSEC source: 0001225208-21-004317 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,785 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:04 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 39,416 | $0.00 Strike: $177.99 | $0.00 |
DisclosureSEC source: 0001225208-21-003779 · doc4.xml · derivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,416 Underlying: Common Stock · 39,416 shares Expires 2028-02-23 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:04 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 4,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003779 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,013 Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:05 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 3,382 | $0.00 Strike: $122.62 | $0.00 |
DisclosureSEC source: 0001225208-20-011280 · doc4.xml · derivative · entry 6 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,382 shares Expires 2022-06-30 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:05 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 33,892 | $0.00 Strike: $121.09 | $0.00 |
DisclosureSEC source: 0001225208-20-011280 · doc4.xml · derivative · entry 5 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,946 Underlying: Common Stock · 33,892 shares Expires 2023-02-27 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:05 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 15,653 | $0.00 Strike: $154.48 | $0.00 |
DisclosureSEC source: 0001225208-20-011280 · doc4.xml · derivative · entry 4 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,308 Underlying: Common Stock · 15,653 shares Expires 2024-02-26 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:05 UTC | MARZETTI CO LANC · Entity 4222 | Disposition to issuerCommon Stock | 38,556 | $179.92 | $6,936,995.52 |
DisclosureSEC source: 0001225208-20-011280 · doc4.xml · nonDerivative · entry 3 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,687 Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:05 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 6,445 | $179.92 | $1,159,584.40 |
DisclosureSEC source: 0001225208-20-011280 · doc4.xml · nonDerivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,243 Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:05 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 52,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011280 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,688 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 |
| June 30, 2020 Filed Jul 2, 2020 14:47 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 320 | $154.99 | $49,596.80 |
DisclosureSEC source: 0001225208-20-009377 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,761 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 16:03 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 6,762 | $0.00 Strike: $122.62 | $0.00 |
DisclosureSEC source: 0001225208-20-008780 · doc4.xml · derivative · entry 5 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,382 Underlying: Common Stock · 6,762 shares Expires 2022-06-30 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 16:03 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 36,640 | $0.00 Strike: $135.06 | $0.00 |
DisclosureSEC source: 0001225208-20-008780 · doc4.xml · derivative · entry 4 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,640 shares Expires 2022-02-21 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 16:03 UTC | MARZETTI CO LANC · Entity 4222 | Disposition to issuerCommon Stock | 34,551 | $167.23 | $5,777,963.73 |
DisclosureSEC source: 0001225208-20-008780 · doc4.xml · nonDerivative · entry 3 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,081 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 16:03 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 3,438 | $167.23 | $574,936.74 |
DisclosureSEC source: 0001225208-20-008780 · doc4.xml · nonDerivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,632 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 16:03 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 43,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008780 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,070 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 25, 2020 Filed Feb 27, 2020 19:34 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 56,569 | $0.00 Strike: $153.71 | $0.00 |
DisclosureSEC source: 0001225208-20-003646 · doc4.xml · derivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,569 Underlying: Common Stock · 56,569 shares Expires 2027-02-25 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 19:34 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 4,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003646 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,668 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 20:58 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 750 | $156.95 | $117,712.50 |
DisclosureSEC source: 0001225208-20-003431 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,886 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 20:32 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 47,707 | $0.00 Strike: $112.62 | $0.00 |
DisclosureSEC source: 0001225208-19-014621 · doc4.xml · derivative · entry 4 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,707 shares Expires 2021-04-18 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 20:32 UTC | MARZETTI CO LANC · Entity 4222 | Disposition to issuerCommon Stock | 34,428 | $156.06 | $5,372,833.68 |
DisclosureSEC source: 0001225208-19-014621 · doc4.xml · nonDerivative · entry 3 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,636 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 20:32 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 5,955 | $156.06 | $929,337.30 |
DisclosureSEC source: 0001225208-19-014621 · doc4.xml · nonDerivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,064 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 20:32 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 47,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014621 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,019 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 |
| April 18, 2019 Filed Aug 31, 2022 20:32 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 927 | $155.25 | $143,916.75 |
DisclosureSEC source: 0001225208-22-009866 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,385 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 19:21 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 46,961 | $0.00 Strike: $154.48 | $0.00 |
DisclosureSEC source: 0001225208-19-003934 · doc4.xml · derivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,961 Underlying: Common Stock · 46,961 shares Expires 2024-02-26 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 19:21 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 3,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003934 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,312 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:12 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 50,838 | $0.00 Strike: $121.09 | $0.00 |
DisclosureSEC source: 0001225208-18-004900 · doc4.xml · derivative · entry 2 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,838 Underlying: Common Stock · 50,838 shares Expires 2023-02-27 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:12 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 4,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004900 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,460 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:07 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 10,144 | $0.00 Strike: $122.62 | $0.00 |
DisclosureSEC source: 0001225208-17-012101 · doc4.xml · derivative · entry 2 Ciesinski David Alan · CIK 0001352525 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,144 Underlying: Common Stock · 10,144 shares Expires 2022-06-30 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:07 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012101 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,413 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:09 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 36,640 | $0.00 Strike: $17.74 | $0.00 |
DisclosureSEC source: 0001225208-17-004311 · doc4.xml · derivative · entry 2 Ciesinski David Alan · CIK 0001352525 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,640 Underlying: Common Stock · 36,640 shares Expires 2022-02-21 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:09 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 2,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004311 · doc4.xml · nonDerivative · entry 1 Ciesinski David Alan · CIK 0001352525 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,699 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.