Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amrize LtdAMRZ · Entity 1392 | Chief Legal Officer & Corp Sec | August 25, 2026 | August 26, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | SVP, General Counsel &Corp Sec | February 16, 2022 | February 18, 2022 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 2026 |
| TELEDYNE TECHNOLOGIES INCTDY · Entity 3158 | Director | April 23, 2025 | April 25, 2025 |
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.
Amrize Ltd
Report date August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2026-08-25 transaction · row 1
1 source rowRow 1 · 2026-08-25 · Purchase · Acquired 3,500 · Balance 7,500 |
IDEX CORP /DE/
Report date February 16, 2022 · Filed February 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 10,200 |
Ending reported balance
After 2022-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-16 · Grant · Acquired 4,469 · Balance 12,201 F1: On March 1, 2019, the reporting person was granted 3,125 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 4,469 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Row 2 · 2022-02-16 · Tax withholding · Disposed 2,001 · Balance 10,200 |
Filing footnotes · ownership attribution and instrument terms
F1: On March 1, 2019, the reporting person was granted 3,125 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 4,469 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis.
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,984.9537 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 10,984.9537 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
TELEDYNE TECHNOLOGIES INC
Report date April 23, 2025 · Filed April 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,567 |
Reported balance
After 2025-04-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-23 · Grant · Acquired 468 · Balance 2,567 F1: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2: In determining the number of units the price of $448.52 was used. F3: Reporting person holds 2,567 shares directly. Shares held directly include 2,214 Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service.
F2: In determining the number of units the price of $448.52 was used.
F3: Reporting person holds 2,567 shares directly. Shares held directly include 2,214 Restricted Stock Units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WestRock Co
Report date July 05, 2024 · Filed July 08, 2024
Section 16 reporting ended · disclosed 2024-07-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-07-05 · Disposition to issuer · Disposed 29,858 · Balance 0 F1: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-07-05 · Disposition to issuer · Disposed 45,343.4 · Balance 0 F2: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F3: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash.
F2: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4.
F3: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time.
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 |
|---|---|---|---|---|---|---|
| August 25, 2026 Filed Aug 26, 2026 14:57 UTC | Amrize Ltd AMRZ · Entity 1392 | PurchaseOrdinary Shares | 3,500 | $44.12 | $154,402.50 |
DisclosureSEC source: 0001524595-26-000005 · wk-form4_1787756229.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Chief Legal Officer & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:10 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,423 | $140.56 | $200,016.88 |
DisclosureSEC source: 0001524595-26-000002 · wk-form4_1768947047.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,984.9537 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3 · balance_after: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 18:17 UTC | Amrize Ltd AMRZ · Entity 1392 | PurchaseOrdinary Shares | 4,000 | $47.64 | $190,560.00 |
DisclosureSEC source: 0002035989-25-000006 · primary_doc.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Chief Legal Officer & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 16:58 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-25-000086 · wk-form4_1745600276.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,567 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $448.52 was used. F3 · balance_after: Reporting person holds 2,567 shares directly. Shares held directly include 2,214 Restricted Stock Units. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,684 | $118.78 | $200,020.30 |
DisclosureSEC source: 0001534701-25-000027 · wk-form4_1737154574.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,208.0478 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2025. F3 · balance_after: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 20:57 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 45,343.4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013529 · form4.xml · nonDerivative · entry 2 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F3 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each outstanding award of time-based restricted stock units ("RSUs") of the Issuer ("Issuer RSUs") held by the Reporting Person was assumed by Smurfit Westrock and converted into (a) an award of time-based RSUs corresponding to the number of ordinary shares of Smurfit Westrock (rounded down to the nearest whole number of ordinary shares) equal to the number of shares of the Issuer's common stock subject to such Issuer RSUs as of immediately prior to the Merger Effective Time, and (b) an unvested $5 cash award with respect to each such Issuer RSU. Each award in (a) and (b) will be subject to the same terms and conditions (including vesting schedules) as applied to the Issuer RSUs immediately prior to the Merger Effective Time. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 20:57 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 29,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013529 · form4.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement"), at the Merger Effective Time (as defined in the Transaction Agreement), each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:12 UTC | WestRock Co WRK · Entity 89113 | SaleCommon Stock | 9,700 | $51.46 | $499,162.00 |
DisclosureSEC source: 0001062993-24-009427 · form4.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,946 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $51.42 to $51.52, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes dividend reinvestments and dividend equivalent units not previously reported that are exempt from Section 16. Read SEC document |
| April 24, 2024 Filed Apr 25, 2024 23:11 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-24-000071 · wk-form4_1714086659.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,099 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $362.50 was used. F3 · balance_after: Reporting person holds 2,099 shares directly. Shares held directly include 1,746 Restricted Stock Units. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:02 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 8,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002311 · form4.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,785 F1 · shares: On February 5, 2024, the reporting person was granted 8,195 time-based restricted stock units, which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:07 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,524 | $131.31 | $200,116.44 |
DisclosureSEC source: 0001534701-24-000017 · wk-form4_1705626451.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,284.2912 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 16, 2024. F3 · balance_after: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:08 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 15,129 | $42.54 | $643,587.66 |
DisclosureSEC source: 0001062993-23-022854 · form4.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,590 F1 · shares: Reflects shares withheld upon accelerated vesting of outstanding time-based restricted stock units ("RSUs"). RSUs were accelerated from February 2024 to December 15, 2023 in order to mitigate impacts that could arise under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended. The Reporting Person has signed a letter agreement providing that such accelerated RSUs are subject to certain repayment conditions. F2 · balance_after: Includes dividend equivalents exempt from Section 16 that were credited since the filing of the Reporting Person's most recent Form 4. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:46 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 419 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-23-000075 · wf-form4_168263197063486.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,631 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $404.92 was used. F3 · balance_after: Reporting person holds 1,631 shares directly. Shares held directly include 1,278 Restricted Stock Units. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:18 UTC | WestRock Co WRK · Entity 89113 | Tax withholdingCommon Stock | 8,855 | $31.40 | $278,047.00 |
DisclosureSEC source: 0001062993-23-005569 · form4.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,283 F1 · shares: Reflects shares withheld upon vesting of outstanding equity awards. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:40 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 8,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002370 · form4.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,138 F1 · shares: On February 3, 2023, the reporting person was granted 8,795 time-based restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 23:23 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,929 | $103.69 | $200,008.37 |
DisclosureSEC source: 0001534701-23-000024 · wf-form4_167417059584610.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,544.4795 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse after the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 17, 2023. F3 · balance_after: All 5,544.4795 shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 21:00 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-22-000061 · wf-form4_165117956011273.xml · nonDerivative · entry 1 Singleton Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $451.16 was used. F3 · balance_after: Reporting person holds 1,212 shares directly. Shares held directly include 859 Restricted Stock Units. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 20:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,001 | $191.27 | $382,731.27 |
DisclosureSEC source: 0001842788-22-000003 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 20:39 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantCOMMON STOCK | 4,469 | $191.27 | $854,785.63 |
DisclosureSEC source: 0001842788-22-000003 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP, General Counsel &Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,201 F1 · shares: On March 1, 2019, the reporting person was granted 3,125 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 4,469 units, resulting in the vesting of the units, which are payable in shares on a one-for-one basis. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 22:15 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,284 | $87.57 | $200,009.88 |
DisclosureSEC source: 0001534701-22-000020 · wf-form4_164263049511253.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472.2129 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse after the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 14, 2022. F3 · balance_after: All 3,472.2129 shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-1. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 20:45 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-21-000140 · wf-form4_162646832373653.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158 F1 · shares: Grant of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse after the retirement, disability or death of the non-employee director. This is a prorated amount of the annual grant to reflect the new director joining the board. Read SEC document |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 2,823 | $0.00 Strike: $173.35 | $0.00 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · derivative · entry 9 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,516 Underlying: Common Stock · 2,823 shares Expires 2030-02-21 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. Read SEC document |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 6,435 | $0.00 Strike: $144.85 | $0.00 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · derivative · entry 8 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,339 Underlying: Common Stock · 6,435 shares Expires 2029-03-01 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 |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 8,375 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · derivative · entry 7 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,774 Underlying: Common Stock · 8,375 shares Expires 2028-02-22 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 |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 2,823 | $221.09 | $624,138.76 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · nonDerivative · entry 6 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 2,823 | $173.35 | $489,367.05 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · nonDerivative · entry 5 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,555 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 |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 6,435 | $221.09 | $1,422,718.01 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · nonDerivative · entry 4 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 6,435 | $144.85 | $932,109.75 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · nonDerivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,167 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 |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 8,375 | $221.09 | $1,851,633.78 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 25, 2021 Filed May 26, 2021 21:20 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 8,375 | $138.12 | $1,156,755.00 |
DisclosureSEC source: 0001574068-21-000002 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,107 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 |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 471 | $0.00 Strike: $138.12 | $0.00 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · derivative · entry 9 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,149 Underlying: Common Stock · 471 shares Expires 2028-02-22 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 |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 7,203 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · derivative · entry 8 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,620 Underlying: Common Stock · 7,203 shares Expires 2027-02-22 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 |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 3,161 | $0.00 Strike: $74.74 | $0.00 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · derivative · entry 7 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,823 Underlying: Common Stock · 3,161 shares Expires 2026-02-19 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 |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 471 | $228.00 | $107,388.00 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · nonDerivative · entry 6 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 471 | $138.12 | $65,054.52 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · nonDerivative · entry 5 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,203 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 |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 7,203 | $228.00 | $1,642,284.00 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · nonDerivative · entry 4 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 7,203 | $93.27 | $671,823.81 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · nonDerivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,935 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 |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,161 | $228.00 | $720,708.00 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:37 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 3,161 | $74.74 | $236,253.14 |
DisclosureSEC source: 0001574068-21-000001 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,893 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 |
| May 05, 2021 Filed May 7, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 73 | $0.00 Strike: $74.74 | $0.00 |
DisclosureSEC source: 0001341074-21-000001 · primary_doc.xml · derivative · entry 6 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,984 Underlying: Common Stock · 73 shares Expires 2026-02-19 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 |
| May 05, 2021 Filed May 7, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionOptions (right to buy) · Derivative | 2,092 | $0.00 Strike: $76.79 | $0.00 |
DisclosureSEC source: 0001341074-21-000001 · primary_doc.xml · derivative · entry 5 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,057 Underlying: Common Stock · 2,092 shares Expires 2025-10-26 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. Read SEC document |
| May 05, 2021 Filed May 7, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 73 | $228.00 | $16,644.00 |
DisclosureSEC source: 0001341074-21-000001 · primary_doc.xml · nonDerivative · entry 4 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 05, 2021 Filed May 7, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 73 | $74.74 | $5,456.02 |
DisclosureSEC source: 0001341074-21-000001 · primary_doc.xml · nonDerivative · entry 3 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,805 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 |
| May 05, 2021 Filed May 7, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 2,092 | $228.00 | $476,976.00 |
DisclosureSEC source: 0001341074-21-000001 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Read SEC document |
| May 05, 2021 Filed May 7, 2021 22:28 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Exercise / conversionCOMMON STOCK | 2,092 | $76.79 | $160,644.68 |
DisclosureSEC source: 0001341074-21-000001 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,824 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 28, 2021 Filed Apr 29, 2021 18:46 UTC | TELEDYNE TECHNOLOGIES INC TDY · Entity 3158 | GrantCommon Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001094285-21-000094 · wf-form4_161972196460654.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836 F1 · security: Represents Restricted Stock Units issued to the Reporting Person under the Administrative Rules of the Amended and Restated Teledyne Technologies Incorporated 2014 Incentive Award Plan Related to Non-Employee Director Restricted Stock Unit Awards and Fees. Each Restricted Stock Unit represents a contingent right to receive one share of Teledyne Common Stock. Units vest one year from the date of grant. Shares of common stock will be delivered to the Reporting Person following the vesting date, unless the Reporting Person has made an election to defer delivery of shares until separation from Board service. F2 · price: In determining the number of units the price of $450.27 was used. F3 · balance_after: Reporting person holds 836 shares directly. Shares held directly include 483 Restricted Stock Units. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:18 UTC | IDEX CORP /DE/ IEX · Entity 3323 | GrantOPTIONS (RIGHT TO BUY) · Derivative | 11,665 | $0.00 Strike: $197.11 | $0.00 |
DisclosureSEC source: 0001842788-21-000010 · primary_doc.xml · derivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,149 Underlying: COMMON STOCK · 11,665 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 16, 2021 Filed Feb 16, 2021 20:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 3,550 | $200.12 | $710,426.00 |
DisclosureSEC source: 0001485532-21-000001 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,125 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 20:40 UTC | IDEX CORP /DE/ IEX · Entity 3323 | SaleCOMMON STOCK | 200 | $200.00 | $40,000.00 |
DisclosureSEC source: 0001485532-21-000001 · primary_doc.xml · nonDerivative · entry 1 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,675 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 18:01 UTC | IDEX CORP /DE/ IEX · Entity 3323 | Tax withholdingCOMMON STOCK | 2,906 | $198.00 | $575,388.00 |
DisclosureSEC source: 0001842788-21-000003 · primary_doc.xml · nonDerivative · entry 2 Cade Denise R · CIK 0001524595 · SVP-General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 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.