Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARLISLE COMPANIES INCCSL · Entity 982 | Chair, President & CEO | February 10, 2026 | February 11, 2026 |
| TORO COTTC · Entity 2699 | Director | March 10, 2026 | March 12, 2026 |
| Xylem Inc.XYL · Entity 430 | Director | August 13, 2026 | August 14, 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.
CARLISLE COMPANIES INC
Report date February 10, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,238 |
Ending reported balance
After 2026-02-10 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-02-10 · Exercise / conversion · Acquired 36,260 · Balance 149,498 Row 2 · 2026-02-10 · Sale · Disposed 12,280 · Balance 137,218 F1: This transaction was executed in multiple trades at prices ranging from $411.79 to $412.77. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Row 3 · 2026-02-10 · Sale · Disposed 10,622 · Balance 126,596 F2: This transaction was executed in multiple trades at prices ranging from $412.88 to $413.87. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Row 4 · 2026-02-10 · Sale · Disposed 11,652 · Balance 114,944 F3: This transaction was executed in multiple trades at prices ranging from $413.88 to $414.77. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Row 5 · 2026-02-10 · Sale · Disposed 1,706 · Balance 113,238 F4: This transaction was executed in multiple trades at prices ranging from $414.88 to $415.46. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $222.35 · Expires 2032-02-07 | Direct | 0 |
Reported balance
After 2026-02-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-10 · Exercise / conversion · Disposed 36,260 · Balance 0 F7: The transaction is the exercise of a derivative security. F6: The option vests in three equal annual installments beginning on February 8, 2023. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 5 | 135,000 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 135,000 F5: Consists of 135,000 shares owned by a limited liability company for which the reporting person has full investment authority. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $411.79 to $412.77. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
F2: This transaction was executed in multiple trades at prices ranging from $412.88 to $413.87. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
F3: This transaction was executed in multiple trades at prices ranging from $413.88 to $414.77. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
F4: This transaction was executed in multiple trades at prices ranging from $414.88 to $415.46. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
F5: Consists of 135,000 shares owned by a limited liability company for which the reporting person has full investment authority.
F6: The option vests in three equal annual installments beginning on February 8, 2023.
F7: The transaction is the exercise of a derivative security.
TORO CO
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-03-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 4,951 · Balance 4,951 Row 2 · 2026-03-10 · Tax withholding · Disposed 2,335 · Balance 2,616 Row 3 · 2026-03-11 · Gift · Disposed 2,616 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Dale Christian Koch Trust | 18,191 |
Reported balance
After 2026-03-11 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-03-11 · Gift · Acquired 2,616 · Balance 18,191 |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $47.17 · Expires 2026-11-01 | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-10 · Exercise / conversion · Disposed 4,951 · Balance 0 F1: The option vests in three equal annual installments commencing on the first anniversary of the November 1, 2016 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments commencing on the first anniversary of the November 1, 2016 grant date.
Xylem Inc.
Report date August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,247 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 1,247 · Balance 1,247 F1: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders, unless the Reporting Person timely elects deferral in the Company's Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders, unless the Reporting Person timely elects deferral in the Company's Deferred Compensation Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 16, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 16,800 | Not disclosed Strike: $161.41 | Not disclosed |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · derivative · entry 8 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,666 Underlying: Common Stock · 16,800 shares Expires 2030-02-03 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. F5 · price: The transaction is the exercise of a derivative security. F4 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 4, 2021. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 16,800 | $347.56 | $5,839,008.00 |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · nonDerivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,652 F2 · price: This transaction was executed in multiple trades at prices ranging from $347.50 to $348.09. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 16,800 | $161.41 | $2,711,688.00 |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,454 | Not disclosed Strike: $161.41 | Not disclosed |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · derivative · entry 7 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,466 Underlying: Common Stock · 6,454 shares Expires 2030-02-03 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. F5 · price: The transaction is the exercise of a derivative security. F4 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 4, 2021. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 32 | $348.57 | $11,154.24 |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,652 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 6,422 | $347.52 | $2,231,773.44 |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,684 F1 · price: This transaction was executed in multiple trades at prices ranging from $347.50 to $348.38. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 6,454 | $161.41 | $1,041,740.14 |
DisclosureSEC source: 0000790051-24-000060 · wk-form4_1708453190.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,106 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:36 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 15,744 | $320.99 | $5,053,666.56 |
DisclosureSEC source: 0000790051-24-000031 · wk-form4_1707168957.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,652 F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance share grant and the vesting of previously awarded restricted shares. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:36 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 25,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-24-000031 · wk-form4_1707168957.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,396 F1 · shares: Represents 25,220 performance shares earned by the reporting person for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 17:28 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 26,220 | $0.00 Strike: $320.38 | $0.00 |
DisclosureSEC source: 0000790051-24-000005 · wk-form4_1706722088.xml · derivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,220 Underlying: Common Stock · 26,220 shares Expires 2034-01-29 F4 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 30, 2025. Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 17:28 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 7,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-24-000005 · wk-form4_1706722088.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,176 F1 · shares: Represents a grant of 7,875 restricted shares from the issuer for services as an executive officer of the issuer. F2 · balance_after: Includes 44 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 19:49 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 1,235 | $87.40 | $107,939.00 |
DisclosureSEC source: 0001127602-23-029794 · form4.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Dale Christian Koch Trust Disclosed balance after: 10,640 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 19:49 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 1,235 | $87.40 | $107,939.00 |
DisclosureSEC source: 0001127602-23-029794 · form4.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 19:49 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 1,235 | $87.40 | $107,939.00 |
DisclosureSEC source: 0001127602-23-029794 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,235 F1 · shares: Represents shares of common stock issued to the reporting person under The Toro Company 2022 Equity and Incentive Plan, in lieu of cash compensation for calendar year 2023. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 2,130 | $0.00 Strike: $81.03 | $0.00 |
DisclosureSEC source: 0001127602-23-026748 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,130 Underlying: Common Stock · 2,130 shares Expires 2033-11-01 F2 · shares: Annual option grant for service as a non-employee director issued under the 2022 Plan. F3 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the November 1, 2023, grant date. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026748 · form4.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Dale Christian Koch Trust Disclosed balance after: 9,405 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026748 · form4.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026748 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 943 F1 · shares: Annual common stock award for service as a non-employee director issued under The Toro Company 2022 Equity and Incentive Plan (the "2022 Plan"). Read SEC document |
| February 04, 2023 Filed Feb 6, 2023 23:10 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 14,475 | $250.48 | $3,625,698.00 |
DisclosureSEC source: 0000790051-23-000027 · wf-form4_167572503543118.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,257 F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance share grant and the vesting of previously awarded restricted shares. Read SEC document |
| February 04, 2023 Filed Feb 6, 2023 23:10 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 22,520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-23-000027 · wf-form4_167572503543118.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,732 F1 · shares: Represents 22,520 performance shares earned by the reporting person for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 01:53 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 32,785 | $0.00 Strike: $250.86 | $0.00 |
DisclosureSEC source: 0000790051-23-000021 · wf-form4_167530282525571.xml · derivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,785 Underlying: Common Stock · 32,785 shares Expires 2033-01-30 F4 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 31, 2024. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 01:53 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 9,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-23-000021 · wf-form4_167530282525571.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,212 F1 · shares: Represents a grant of 9,765 restricted shares from the issuer for services as an executive officer of the issuer. F2 · balance_after: Includes 40 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 21:22 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027672 · form4.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Dale Christian Koch Trust Disclosed balance after: 8,462 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 21:22 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027672 · form4.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 21:22 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027672 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899 F1 · shares: Represents shares of common stock issued to the reporting person under The Toro Company 2022 Equity and Incentive Plan, in lieu of cash compensation for calendar year 2022. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:44 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 1,670 | $0.00 Strike: $105.12 | $0.00 |
DisclosureSEC source: 0001127602-22-024857 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,670 Underlying: Common Stock · 1,670 shares Expires 2032-11-01 F2 · shares: Annual option grant for service as a non-employee director issued under the 2022 Plan. F3 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the November 1, 2022 grant date. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:44 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024857 · form4.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Dale Christian Koch Trust Disclosed balance after: 7,563 Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:44 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024857 · form4.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:44 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024857 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 F1 · shares: Annual common stock award for service as a non-employee director issued under The Toro Company 2022 Equity and Incentive Plan, (the "2022 Plan"). Read SEC document |
| August 18, 2022 Filed Aug 18, 2022 21:06 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,272 | Not disclosed Strike: $110.79 | Not disclosed |
DisclosureSEC source: 0000790051-22-000156 · wf-form4_166085677398303.xml · derivative · entry 7 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,272 shares Expires 2029-02-04 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. F6 · price: The transaction is the exercise of a derivative security. F5 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 18, 2022 Filed Aug 18, 2022 21:06 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 7,272 | $315.01 | $2,290,752.72 |
DisclosureSEC source: 0000790051-22-000156 · wf-form4_166085677398303.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,582 F3 · price: This transaction was executed in multiple trades at prices ranging from $315.00 to $315.32. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 4. Read SEC document |
| August 18, 2022 Filed Aug 18, 2022 21:06 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 7,272 | $110.79 | $805,664.88 |
DisclosureSEC source: 0000790051-22-000156 · wf-form4_166085677398303.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,854 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. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 4. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 21:06 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,046 | Not disclosed Strike: $110.79 | Not disclosed |
DisclosureSEC source: 0000790051-22-000156 · wf-form4_166085677398303.xml · derivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,272 Underlying: Common Stock · 10,046 shares Expires 2029-02-04 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. F6 · price: The transaction is the exercise of a derivative security. F5 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 21:06 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 10,046 | $315.00 | $3,164,490.00 |
DisclosureSEC source: 0000790051-22-000156 · wf-form4_166085677398303.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,582 F2 · price: This transaction was executed in multiple trades at prices ranging from $315.00 to $315.20. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 4. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 21:06 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 10,046 | $110.79 | $1,112,996.34 |
DisclosureSEC source: 0000790051-22-000156 · wf-form4_166085677398303.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,628 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. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 4. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,682 | Not disclosed Strike: $110.79 | Not disclosed |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · derivative · entry 13 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,318 Underlying: Common Stock · 2,682 shares Expires 2029-02-04 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. F8 · price: The transaction is the exercise of a derivative security. F7 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 670 | Not disclosed Strike: $110.79 | Not disclosed |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · derivative · entry 12 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 670 shares Expires 2029-02-04 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. F8 · price: The transaction is the exercise of a derivative security. F7 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,215 | Not disclosed Strike: $110.79 | Not disclosed |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · derivative · entry 11 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,670 Underlying: Common Stock · 37,215 shares Expires 2029-02-04 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. F8 · price: The transaction is the exercise of a derivative security. F7 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 2,682 | $317.09 | $850,435.38 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 8 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,582 F5 · price: This transaction was executed in multiple trades at prices ranging from $317.00 to $317.55. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 2,682 | $110.79 | $297,138.78 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 7 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,264 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. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 670 | $317.66 | $212,832.20 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,582 F4 · price: This transaction was executed in multiple trades at prices ranging from $317.53 to $317.95. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 670 | $110.79 | $74,229.30 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,252 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. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 37,215 | $316.73 | $11,787,106.95 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,582 F3 · price: This transaction was executed in multiple trades at prices ranging from $316.50 to $317.49. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 37,215 | $110.79 | $4,123,049.85 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,797 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. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,000 | Not disclosed Strike: $110.79 | Not disclosed |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · derivative · entry 10 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,885 Underlying: Common Stock · 25,000 shares Expires 2029-02-04 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. F8 · price: The transaction is the exercise of a derivative security. F7 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 5, 2020. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 25,000 | $315.12 | $7,878,000.00 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,582 F2 · price: This transaction was executed in multiple trades at prices ranging from $315.00 to $315.59. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 22:19 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 25,000 | $110.79 | $2,769,750.00 |
DisclosureSEC source: 0000790051-22-000154 · wf-form4_166068838121753.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,582 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. F1 · balance_after: Includes 16,937 shares held in a revocable grantor trust of which the reporting person is grantor and 68,175 shares, of which 1,350 shares are owned by a revocable grantor trust of which the reporting person is grantor and trustee, and of which 66,825 shares are owned by an irrevocable grantor trust of which the reporting person is grantor and trustee, and excludes 66,825 shares described in Footnote 6. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 22:59 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 36,260 | $0.00 Strike: $222.35 | $0.00 |
DisclosureSEC source: 0000790051-22-000045 · wf-form4_164453394606121.xml · derivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,260 Underlying: Common Stock · 36,260 shares Expires 2032-02-07 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 8, 2023. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 22:59 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 8,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-22-000045 · wf-form4_164453394606121.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,407 F1 · shares: Represents a grant of 8,875 restricted shares from the issuer for services as an executive officer of the issuer. F2 · balance_after: Includes 52 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:36 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 20,401 | $248.12 | $5,061,896.12 |
DisclosureSEC source: 0000790051-22-000019 · wf-form4_164142935863322.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,480 F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance share grant and the vesting of previously awarded restricted shares. 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.