Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN ELECTRIC CO INCFELE · Entity 238 | Director | August 20, 2026 | August 24, 2026 |
| James Hardie Industries plcJHX · Entity 3321 | Director | September 15, 2026 | September 17, 2026 |
| TORO COTTC · Entity 2699 | VP, Finance | March 21, 2023 | March 23, 2023 |
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.
FRANKLIN ELECTRIC CO INC
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| stock unitsSEC Table II · derivative / convertible security | Direct | 38,433.68 |
Reported balance
After 2026-08-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 103.94 · Balance 38,433.68 F1: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on May 6, 2020, Ms. Peterson elected to receive her 2015-2024 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires, otherwise leaves the Board of Directors, or has elected to receive such payment per the terms of the Plan (e.g. Stock Units). On August 20, 2026, Ms. Peterson was credited with 103.94 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on May 6, 2020, Ms. Peterson elected to receive her 2015-2024 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires, otherwise leaves the Board of Directors, or has elected to receive such payment per the terms of the Plan (e.g. Stock Units). On August 20, 2026, Ms. Peterson was credited with 103.94 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash.
James Hardie Industries plc
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary sharesSEC Table I · non-derivative | Direct | 42,605 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 743 · Balance 42,605 F1: Shares issued pursuant to the issuer's Non-Executive Director Compensation Program |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued pursuant to the issuer's Non-Executive Director Compensation Program
TORO CO
Report date March 21, 2023 · Filed March 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,318.344 |
Ending reported balance
After 2023-03-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-03-21 · Exercise / conversion · Acquired 14,400 · Balance 29,718.344 Row 2 · 2023-03-21 · Sale · Disposed 14,400 · Balance 15,318.344 F1: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $109.590 to $110.500, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2023-03-21 · Exercise / conversion · Acquired 12,100 · Balance 27,418.344 Row 4 · 2023-03-21 · Sale · Disposed 12,100 · Balance 15,318.344 F2: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $109.570 to $110.510, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $38.82 · Expires 2025-12-04 | Direct | 0 |
Reported balance
After 2023-03-21 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-03-21 · Exercise / conversion · Disposed 14,400 · Balance 0 F5: The option vested in three equal annual installments commencing on the first anniversary of the December 4, 2015 grant date. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $56.54 · Expires 2026-12-09 | Direct | 24,200 |
Reported balance
After 2023-03-21 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-03-21 · Exercise / conversion · Disposed 12,100 · Balance 24,200 F6: The option vested in three equal annual installments commencing on the first anniversary of the December 9, 2016 grant date. |
| Common StockSEC Table I · non-derivative | IndirectHeld by the Renee J. Peterson Grantor Retained Annuity Trust #4 | 12,472 |
Reported balance
Holding disclosure · report date 2023-03-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,472 |
| Common StockSEC Table I · non-derivative | IndirectHeld by the Renee J. Peterson Grantor Retained Annuity Trust #5 | 26,460 |
Reported balance
Holding disclosure · report date 2023-03-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 26,460 |
| Common StockSEC Table I · non-derivative | IndirectThe Toro Company Retirement Plan | 744.905 |
Reported balance
Holding disclosure · report date 2023-03-21 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 744.905 F3: Includes 2.175 shares of common stock acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Retirement Plan. |
| Performance Share UnitsSEC Table I · non-derivative | Direct | 87,258.533 |
Reported balance
Holding disclosure · report date 2023-03-21 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 87,258.533 F4: Includes 253.724 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $109.590 to $110.500, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $109.570 to $110.510, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Includes 2.175 shares of common stock acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Retirement Plan.
F4: Includes 253.724 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers.
F5: The option vested in three equal annual installments commencing on the first anniversary of the December 4, 2015 grant date.
F6: The option vested in three equal annual installments commencing on the first anniversary of the December 9, 2016 grant date.
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 17, 2018 Filed Aug 8, 2018 12:28 UTC Amendment | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 49.55 | $45.80 | $2,269.39 |
DisclosureSEC source: 0000038725-18-000160 · wf-form4a_153373126882419.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,962.13 Underlying: common stock · 49.55 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2018 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 17, 2018, Ms. Peterson was credited with 49.55 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2018 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 17, 2018, Ms. Peterson was credited with 49.55 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2018 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 17, 2018, Ms. Peterson was credited with 49.55 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| May 04, 2018 Filed May 8, 2018 19:31 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 4,223.74 | $43.80 | $184,999.81 |
DisclosureSEC source: 0000038725-18-000108 · wf-form4_152580789896181.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,684.26 Underlying: common stock · 4,223.74 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2018 Board of Directors retainer, annual stock award, and committee member fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2018, Ms. Peterson was credited with 1,484.02 Stock Units for the annual retainer, 2,511.42 Stock Units for the annual stock award, and 228.31 Stock Units for committee member fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2018 Board of Directors retainer, annual stock award, and committee member fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2018, Ms. Peterson was credited with 1,484.02 Stock Units for the annual retainer, 2,511.42 Stock Units for the annual stock award, and 228.31 Stock Units for committee member fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2018 Board of Directors retainer, annual stock award, and committee member fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2018, Ms. Peterson was credited with 1,484.02 Stock Units for the annual retainer, 2,511.42 Stock Units for the annual stock award, and 228.31 Stock Units for committee member fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| May 04, 2018 Filed Aug 8, 2018 12:28 UTC Amendment | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 4,452.06 | $43.80 | $195,000.23 |
DisclosureSEC source: 0000038725-18-000161 · wf-form4a_153373129629666.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,912.58 Underlying: common stock · 4,452.06 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2018 Board of Directors retainer, annual stock award, and committee chair fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2018, Ms. Peterson was credited with 1,484.02 Stock Units for the annual retainer, 2,511.42 Stock Units for the annual stock award, and 456.62 Stock Units for committee chair fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2018 Board of Directors retainer, annual stock award, and committee chair fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2018, Ms. Peterson was credited with 1,484.02 Stock Units for the annual retainer, 2,511.42 Stock Units for the annual stock award, and 456.62 Stock Units for committee chair fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2018 Board of Directors retainer, annual stock award, and committee chair fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2018, Ms. Peterson was credited with 1,484.02 Stock Units for the annual retainer, 2,511.42 Stock Units for the annual stock award, and 456.62 Stock Units for committee chair fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 18:27 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 35.16 | $44.10 | $1,550.56 |
DisclosureSEC source: 0000038725-18-000014 · wf-form4_151880560905951.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,460.52 Underlying: common stock · 35.16 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On February 15, 2018, Ms. Peterson was credited with 35.16 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On February 15, 2018, Ms. Peterson was credited with 35.16 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On February 15, 2018, Ms. Peterson was credited with 35.16 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 20:17 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035624 · form4.xml · nonDerivative · entry 1 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,972.344 Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 19:37 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 28,400 | $0.00 Strike: $65.93 | $0.00 |
DisclosureSEC source: 0001127602-17-034335 · form4.xml · derivative · entry 4 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,400 Underlying: Common Stock · 28,400 shares Expires 2027-12-08 F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 19:37 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 15,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034335 · form4.xml · nonDerivative · entry 1 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,651.335 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2015 to Fiscal 2017 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated, as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 5, 2017, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2017 financial results that were released on December 7, 2017. The reporting person has deferred the payout of her Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F2 · balance_after: Includes 183.268 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of the Deferred Plan. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 16:28 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 34.96 | $44.25 | $1,546.98 |
DisclosureSEC source: 0000038725-17-000182 · wf-form4_151119529341680.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,425.36 Underlying: common stock · 34.96 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On November 16, 2017, Ms. Peterson was credited with 34.96 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On November 16, 2017, Ms. Peterson was credited with 34.96 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On November 16, 2017, Ms. Peterson was credited with 34.96 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 17:06 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028473 · form4.xml · nonDerivative · entry 2 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,472.344 Read SEC document |
| September 22, 2017 Filed Sep 29, 2017 17:06 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028473 · form4.xml · nonDerivative · entry 1 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,485.344 Read SEC document |
| August 17, 2017 Filed Aug 18, 2017 11:55 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 39.76 | $38.80 | $1,542.69 |
DisclosureSEC source: 0000038725-17-000156 · wf-form4_150305733147878.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,390.4 Underlying: common stock · 39.76 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On August 17, 2017, Ms. Peterson was credited with 39.76 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On August 17, 2017, Ms. Peterson was credited with 39.76 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On August 17, 2017, Ms. Peterson was credited with 39.76 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| May 18, 2017 Filed May 19, 2017 18:20 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 42.08 | $36.55 | $1,538.02 |
DisclosureSEC source: 0000038725-17-000125 · wf-form4_149521800918193.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,350.64 Underlying: common stock · 42.08 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 18, 2017, Ms. Peterson was credited with 42.08 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 18, 2017, Ms. Peterson was credited with 42.08 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2017 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 18, 2017, Ms. Peterson was credited with 42.08 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| May 04, 2017 Filed May 5, 2017 18:22 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 4,805.19 | $38.50 | $184,999.82 |
DisclosureSEC source: 0000038725-17-000103 · wf-form4_149400852288676.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,308.56 Underlying: common stock · 4,805.19 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2017 Board of Directors retainer, annual stock award, and committee member fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2017, Ms. Peterson was credited with 1,688.31 Stock Units for the annual retainer, 2,857.14 Stock Units for the annual stock award, and 259.74 Stock Units for committee member fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2017 Board of Directors retainer, annual stock award, and committee member fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2017, Ms. Peterson was credited with 1,688.31 Stock Units for the annual retainer, 2,857.14 Stock Units for the annual stock award, and 259.74 Stock Units for committee member fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2017 Board of Directors retainer, annual stock award, and committee member fees in Franklin Electric Co., Inc. common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On May 4, 2017, Ms. Peterson was credited with 1,688.31 Stock Units for the annual retainer, 2,857.14 Stock Units for the annual stock award, and 259.74 Stock Units for committee member fees. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:19 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 23.01 | $41.20 | $948.01 |
DisclosureSEC source: 0000038725-17-000015 · wf-form4_148736634601283.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503.37 Underlying: common stock · 23.01 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2016 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On February 16, 2017, Ms. Peterson was credited with 23.01 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2016 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On February 16, 2017, Ms. Peterson was credited with 23.01 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2016 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On February 16, 2017, Ms. Peterson was credited with 23.01 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:31 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionNon-Qualified Stock Option · Derivative | 20,000 | $0.00 Strike: $14.11 | $0.00 |
DisclosureSEC source: 0001127602-17-001468 · form4.xml · derivative · entry 5 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,400 Underlying: Common Stock · 20,000 shares Expires 2021-12-07 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. F3 · derivative.exercise_date: The option vested in three equal annual installments commencing on the first anniversary of the date of grant, which was December 7, 2011. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:31 UTC | TORO CO TTC · Entity 2699 | SaleCommon Stock | 20,000 | $57.13 | $1,142,620.00 |
DisclosureSEC source: 0001127602-17-001468 · form4.xml · nonDerivative · entry 2 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,762.344 F1 · price: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $57.03 to $57.20, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:31 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 20,000 | $14.11 | $282,250.00 |
DisclosureSEC source: 0001127602-17-001468 · form4.xml · nonDerivative · entry 1 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,762.344 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 |
| December 09, 2016 Filed Dec 12, 2016 22:11 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 36,300 | $0.00 Strike: $56.54 | $0.00 |
DisclosureSEC source: 0001127602-16-069728 · form4.xml · derivative · entry 4 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,300 Underlying: Common Stock · 36,300 shares Expires 2026-12-09 F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:11 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 13,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069728 · form4.xml · nonDerivative · entry 1 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,313.744 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2014 to Fiscal 2016 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 6, 2016, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2016 financial results that were released on December 8, 2016. The reporting person has deferred the payout of her Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F2 · balance_after: Includes 161.632 performance share units acquired by the reporting person under the dividend reinvestment feature of the Deferred Plan since the date of her last report. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 18:40 UTC | FRANKLIN ELECTRIC CO INC FELE · Entity 238 | Grantstock units · Derivative | 24.06 | $39.30 | $945.56 |
DisclosureSEC source: 0000038725-16-000461 · wf-form4_147949443038843.xml · derivative · entry 1 PETERSON RENEE J · CIK 0001528002 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,480.36 Underlying: common stock · 24.06 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2016 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On November 17, 2016, Ms. Peterson was credited with 24.06 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.exercise_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2016 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On November 17, 2016, Ms. Peterson was credited with 24.06 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. F1 · derivative.expiration_date: Pursuant to terms of the Nonemployee Directors' Deferred Compensation Plan approved by the Board of Directors on February 11, 2000 and amended and restated on April 28, 2006, Ms. Peterson elected to receive her 2015-2016 stock award, meeting fees, and retainer of Franklin Electric Co., Inc common stock, issuance of such shares deferred until she retires or otherwise leaves the Board of Directors (e.g. Stock Units). On November 17, 2016, Ms. Peterson was credited with 24.06 Stock Units for dividends that would have been paid on such deferred shares. At distribution, Ms. Peterson may elect pursuant to the terms of the Plan to receive her deferred compensation either in shares of Franklin common stock or in cash. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 20:39 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063546 · form4.xml · nonDerivative · entry 2 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,762.344 Read SEC document |
| September 27, 2016 Filed Sep 30, 2016 20:39 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063546 · form4.xml · nonDerivative · entry 1 PETERSON RENEE J · CIK 0001528002 · VP, Treasurer & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,052.344 F1 · balance_after: On September 16, 2016, the common stock of the issuer split two-for-one (the "Stock Split"), resulting in the reporting person's ownership of 27,558.672 additional shares of common. All future Form 4 and 5 filings made by the reporting person will include adjustments, as necessary, to reflect the Stock Split. 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.