Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearfield, Inc.CLFD · Entity 5688 | Director | February 27, 2026 | March 02, 2026 |
| PENTAIR plcPNR · Entity 3537 | SVP & Chief Accounting Officer | May 31, 2019 | June 04, 2019 |
| STANDEX INTERNATIONAL CORP/DE/SXI · Entity 1314 | Vice President/CFO/Treasurer | August 24, 2026 | August 26, 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.
Clearfield, Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,317 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 2,544 · Balance 5,317 F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restrictions on Restricted Stock lapse the first business day prior to the 2027 Annual Meeting of Shareholders.
PENTAIR plc
Report date May 31, 2019 · Filed June 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,593 |
Reported balance
After 2019-05-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-31 · Tax withholding · Disposed 546 · Balance 1,593 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 5,908.155 |
Reported balance
Holding disclosure · report date 2019-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,908.155 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common SharesSEC Table I · non-derivative | IndirectBy ESOP | 228.535 |
Reported balance
Holding disclosure · report date 2019-05-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 228.535 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
STANDEX INTERNATIONAL CORP/DE/
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,486 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 2,300 · Balance 7,486 F1: The price reported is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $300.49 to $308.885, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $300.49 to $308.885, 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.
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 |
|---|---|---|---|---|---|---|
| May 31, 2018 Filed Jun 4, 2018 21:09 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 468 | $43.64 | $20,423.52 |
DisclosureSEC source: 0001140361-18-027157 · doc1.xml · nonDerivative · entry 1 Sarcevic Ademir · CIK 0001738830 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:32 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 5,725 | $0.00 Strike: $45.42 | $0.00 |
DisclosureSEC source: 0001140361-18-021833 · doc1.xml · derivative · entry 2 Sarcevic Ademir · CIK 0001738830 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,725 Underlying: Common Shares · 5,725 shares Expires 2028-05-02 F2 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F3 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:32 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021833 · doc1.xml · nonDerivative · entry 1 Sarcevic Ademir · CIK 0001738830 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,540.175 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. Read SEC document |
| April 30, 2018 Filed May 2, 2018 21:14 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,289.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021304 · doc1.xml · nonDerivative · entry 1 Sarcevic Ademir · CIK 0001738830 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,164.17 F1 · kind: Restricted stock units granted to the reporting person under the Pentair plc 2012 Stock and Incentive Plan for which the performance conditions to vesting were satisfied as of April 30, 2018. The restricted stock units are subject to time-based vesting conditions as to 2,003.19 shares that vest on January 1, 2019 and 1,285.98 shares that vest on January 1, 2020. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. 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.