Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | See Remarks below. | February 28, 2024 | March 01, 2024 |
| NORDSON CORPNDSN · Entity 30 | EVP, CFO | August 26, 2026 | August 27, 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.
Eaton Corp plc
Report date February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 10,321 |
Ending reported balance
After 2024-02-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-28 · Grant · Acquired 2,749 · Balance 11,170 F1: These shares were acquired upon the vesting of performance share awards. Row 2 · 2024-02-29 · Tax withholding · Disposed 849 · Balance 10,321 F2: Represents shares withheld to cover taxes incurred in connection with the settlement of the performance share awards that vested February 28, 2024. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $286.96 · Expires 2034-02-28 | Direct | 1,300 |
Reported balance
After 2024-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-28 · Grant · Acquired 1,300 · Balance 1,300 F3: These stock options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 400 |
Reported balance
After 2024-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-02-28 · Grant · Acquired 400 · Balance 400 F4: These restricted stock units were granted on February 28, 2024 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F5: This field is not applicable. |
| Ordinary SharesSEC Table I · non-derivative | Indirectby trustee of ESP | 308 |
Reported balance
Holding disclosure · report date 2024-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 308 F6: These ordinary shares are held in the Eaton Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired upon the vesting of performance share awards.
F2: Represents shares withheld to cover taxes incurred in connection with the settlement of the performance share awards that vested February 28, 2024.
F3: These stock options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant.
F4: These restricted stock units were granted on February 28, 2024 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
F5: This field is not applicable.
F6: These ordinary shares are held in the Eaton Savings Plan.
NORDSON CORP
Report date August 26, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NDSNSEC Table I · non-derivative | Direct | 4,758 |
Ending reported balance
After 2026-08-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-26 · Exercise / conversion · Acquired 1,329 · Balance 6,087 F1: Exercise of reporting person's stock options that would otherwise expire December 20, 2034, of which shares were sold to pay the exercise price, to cover withholding taxes, and to pay broker fees and commissions, pursuant to a broker-assisted cashless exercise and sale. Row 2 · 2026-08-26 · Sale · Disposed 1,329 · Balance 4,758 |
| NDSNSEC Table II · derivative / convertible security · Conversion / exercise price $209.73 · Expires 2034-12-20 | Direct | 15,695 |
Reported balance
After 2026-08-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-26 · Exercise / conversion · Disposed 1,329 · Balance 15,695 F2: Represents the comprehensive total of derivative securities beneficially owned by Reporting Person following this transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Exercise of reporting person's stock options that would otherwise expire December 20, 2034, of which shares were sold to pay the exercise price, to cover withholding taxes, and to pay broker fees and commissions, pursuant to a broker-assisted cashless exercise and sale.
F2: Represents the comprehensive total of derivative securities beneficially owned by Reporting Person following this transaction.
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 23, 2022 Filed Feb 24, 2022 22:03 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-026702 · tm227633-5_4seq1.xml · nonDerivative · entry 2 Hopgood Daniel Roy · CIK 0001454513 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,715 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 22, 2022 Filed Feb 24, 2022 22:03 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 560 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-026702 · tm227633-5_4seq1.xml · derivative · entry 6 Hopgood Daniel Roy · CIK 0001454513 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560 Underlying: Ordinary Shares · 560 shares Expires not disclosed F3 · derivative.exercise_date: These restricted stock units were granted on February 22, 2022 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:03 UTC | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 2,300 | $0.00 Strike: $151.76 | $0.00 |
DisclosureSEC source: 0001104659-22-026702 · tm227633-5_4seq1.xml · derivative · entry 5 Hopgood Daniel Roy · CIK 0001454513 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Ordinary Shares · 2,300 shares Expires 2032-02-22 F2 · derivative.exercise_date: These stock options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:03 UTC | Eaton Corp plc ETN · Entity 2604 | GrantOrdinary Shares | 4,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-026702 · tm227633-5_4seq1.xml · nonDerivative · entry 1 Hopgood Daniel Roy · CIK 0001454513 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,230 F1 · shares: These shares were acquired upon the vesting of performance share awards. Read SEC document |
| February 22, 2022 Filed Mar 11, 2022 22:26 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-032987 · tm229059-1_4aseq1.xml · derivative · entry 2 Hopgood Daniel Roy · CIK 0001454513 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Ordinary Shares · 625 shares Expires not disclosed F4 · shares: This amendment is being filed because the number of stock options and restricted stock units granted to the reporting person on February 22, 2022 was under-reported on the original Form 4 due to administrative error. F2 · derivative.exercise_date: These restricted stock units were granted on February 22, 2022 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date F3 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 22, 2022 Filed Mar 11, 2022 22:26 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 2,600 | $0.00 Strike: $151.76 | $0.00 |
DisclosureSEC source: 0001104659-22-032987 · tm229059-1_4aseq1.xml · derivative · entry 1 Hopgood Daniel Roy · CIK 0001454513 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 Underlying: Ordinary Shares · 2,600 shares Expires 2032-02-22 F4 · shares: This amendment is being filed because the number of stock options and restricted stock units granted to the reporting person on February 22, 2022 was under-reported on the original Form 4 due to administrative error. F1 · derivative.exercise_date: These stock options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 20:18 UTC | Eaton Corp plc ETN · Entity 2604 | GiftOrdinary Shares | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-21-000173 · wf-form4_162974990025501.xml · nonDerivative · entry 2 Hopgood Daniel Roy · CIK 0001454513 · See remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,514 F1 · shares: The shares were disposed of in connection with a bona fide gift by the Reporting Person to a donor advised fund. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 20:18 UTC | Eaton Corp plc ETN · Entity 2604 | SaleOrdinary Shares | 1,000 | $166.97 | $166,970.00 |
DisclosureSEC source: 0001551182-21-000173 · wf-form4_162974990025501.xml · nonDerivative · entry 1 Hopgood Daniel Roy · CIK 0001454513 · See remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,014 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.