Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Legence Corp.LGN · Entity 3605 | Director | August 18, 2026 | August 20, 2026 |
| Lineage, Inc.LINE · Entity 3539 | Chief Financial Officer | November 07, 2025 | November 10, 2025 |
| MasterBrand, Inc.MBC · Entity 4647 | Director | June 03, 2026 | June 05, 2026 |
| ROPER TECHNOLOGIES INCROP · Entity 3071 | Executive VP and CFO | November 21, 2022 | November 23, 2022 |
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.
Legence Corp.
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,257 |
Reported balance
After 2026-08-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-18 · Grant · Acquired 2,257 · Balance 2,257 F1: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date.
Lineage, Inc.
Report date November 07, 2025 · Filed November 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,859 |
Reported balance
After 2025-11-07 transaction · row 1
1 source rowRow 1 · 2025-11-07 · Purchase · Acquired 10,000 · Balance 107,859 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $34.36 to $34.63, 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 purchased at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $34.36 to $34.63, 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 purchased at each separate price within the ranges set forth in this footnote.
MasterBrand, Inc.
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 98,328 |
Reported balance
After 2026-06-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 18,824 · Balance 98,328 F1: Represents shares of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of MasterBrand, Inc. The RSUs vest on June 3, 2027. F2: Includes a total of 31,893 RSUs that have not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of common stock of MasterBrand, Inc. The RSUs vest on June 3, 2027.
F2: Includes a total of 31,893 RSUs that have not vested.
ROPER TECHNOLOGIES INC
Report date November 21, 2022 · Filed November 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,887 |
Ending reported balance
After 2022-11-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-21 · Sale · Disposed 636 · Balance 36,251 F1: This transaction was executed in multiple trades at prices ranging from $436.09 to $436.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2022-11-21 · Sale · Disposed 5,364 · Balance 30,887 F2: This transaction was executed in multiple trades at prices ranging from $435.00 to $435.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $436.09 to $436.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: This transaction was executed in multiple trades at prices ranging from $435.00 to $435.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| January 14, 2020 Filed Jan 16, 2020 22:37 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,799 | $0.00 Strike: $372.60 | $0.00 |
DisclosureSEC source: 0001209191-20-003745 · doc4.xml · derivative · entry 2 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,799 Underlying: Common Stock · 18,799 shares Expires 2030-01-14 F1 · derivative.exercise_date: Options vest 50% on January 14, 2022 and 50% on January 14, 2023. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 22:37 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 11,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003745 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,268 Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 20:57 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 4,000 | $350.61 | $1,402,432.40 |
DisclosureSEC source: 0001209191-19-056701 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,245 F1 · price: The price reported is the weighted average sale price for the 4,000 shares. The individual range of sale prices for this transaction is $347.0900 to $51.4600. The reporting person undertakes to provide to Roper Technologies, Inc., any security holder of Roper Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares sold at each separate price within the range set forth in this Footnote. Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 21:53 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 3,345 | $337.94 | $1,130,409.30 |
DisclosureSEC source: 0001209191-19-056400 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,245 Read SEC document |
| March 09, 2019 Filed Mar 12, 2019 20:02 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 394 | $317.67 | $125,161.98 |
DisclosureSEC source: 0001209191-19-018773 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,590 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:31 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 1,905 | $307.90 | $586,555.60 |
DisclosureSEC source: 0001209191-19-010614 · doc4.xml · nonDerivative · entry 3 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,984 F1 · shares: Transaction pursuant to a 10b5-1 Trading Plan. F3 · price: The price reported is the weighted average sale price for the 1,905 shares. The individual range of sale prices for this transaction is $307.65 to $308.56. The reporting person undertakes to provide to Roper Technologies, Inc., any security holder of Roper Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:31 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 2,095 | $307.02 | $643,202.50 |
DisclosureSEC source: 0001209191-19-010614 · doc4.xml · nonDerivative · entry 2 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,889 F1 · shares: Transaction pursuant to a 10b5-1 Trading Plan. F2 · price: The price reported is the weighted average price for the 2,095 shares that are withheld for tax liability. The individual range of prices for this transaction is $306.55 to $307.51. The reporting person undertakes to provide to Roper Technologies, Inc., any security holder of Roper Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares withheld at each separate price within the range set forth in this footnote. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 20:00 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 984 | $270.30 | $265,975.20 |
DisclosureSEC source: 0001209191-19-004514 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,942 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:54 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $270.30 | $0.00 |
DisclosureSEC source: 0001209191-19-004248 · doc4.xml · derivative · entry 2 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2029-01-15 F1 · derivative.exercise_date: Options vest 50% on January 15, 2021 and 50% on January 15, 2022. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:54 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004248 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,926 Read SEC document |
| January 15, 2019 Filed Feb 15, 2019 21:31 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 958 | $271.32 | $259,924.56 |
DisclosureSEC source: 0001209191-19-010614 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,968 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 19:35 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 382 | $279.69 | $106,841.58 |
DisclosureSEC source: 0001209191-18-019126 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,926 Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:02 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $275.69 | $0.00 |
DisclosureSEC source: 0001209191-18-004934 · doc4.xml · derivative · entry 2 Crisci Robert · CIK 0001699417 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2028-01-19 F1 · derivative.exercise_date: Options vest 50% on January 19, 2020 and 50% on January 19, 2021. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:02 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004934 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,308 Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 21:34 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | Tax withholdingCommon Stock | 392 | $272.50 | $106,820.00 |
DisclosureSEC source: 0001209191-18-003953 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,308 Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 21:24 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $228.84 | $0.00 |
DisclosureSEC source: 0001209191-17-039579 · doc4.xml · derivative · entry 2 Crisci Robert · CIK 0001699417 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-06-09 F1 · derivative.exercise_date: Options vest 50% on January 1, 2019 and 50% on January 1, 2020. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 21:24 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039579 · doc4.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,700 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.