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 |
|---|---|---|---|---|---|---|
| January 03, 2022 Filed Jan 6, 2022 00:36 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 31,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-22-000019 · wf-form4_164142935863322.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,881 F1 · shares: Represents a grant of 31,460 performance shares from the issuer for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:25 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 999 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031224 · 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: 6,624 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:25 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 999 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031224 · 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, 2021 Filed Dec 17, 2021 16:25 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 999 | $98.03 | $97,931.97 |
DisclosureSEC source: 0001127602-21-031224 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 F1 · shares: Represents shares of common stock issued to the reporting person under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated, in lieu of cash compensation for calendar year 2021. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 13:32 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 2,435 | $0.00 Strike: $97.52 | $0.00 |
DisclosureSEC source: 0001127602-21-028221 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,435 Underlying: Common Stock · 2,435 shares Expires 2031-11-01 F2 · shares: Annual option grant for service as a non-employee director issued under the Amended and Restated 2010 Plan. F3 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant, which was November 1, 2021. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 13:32 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-028221 · 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: 5,625 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 13:32 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-028221 · 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, 2021 Filed Nov 3, 2021 13:32 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-028221 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717 F1 · shares: Annual common stock award for service as a non-employee director issued under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"). Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,430 | Not disclosed Strike: $108.72 | Not disclosed |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · derivative · entry 15 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,430 shares Expires 2028-02-05 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. F7 · price: The transaction is the exercise of a derivative security. F8 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 6, 2019. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,348 | Not disclosed Strike: $107.73 | Not disclosed |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · derivative · entry 14 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,348 shares Expires 2027-02-07 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. F7 · price: The transaction is the exercise of a derivative security. F6 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 8, 2018. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 9,118 | $204.20 | $1,861,895.60 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 12 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 F5 · price: This transaction was executed in multiple trades at prices ranging from $204.00 to $204.63. 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 9,118 | $108.72 | $991,308.96 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 11 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,539 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 1,654 | $206.18 | $341,021.72 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 10 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 F4 · price: This transaction was executed in multiple trades at prices ranging from $205.99 to $206.45. 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 1,654 | $108.72 | $179,822.88 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 9 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,075 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 49,658 | $205.41 | $10,200,249.78 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 8 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 F3 · price: This transaction was executed in multiple trades at prices ranging from $204.99 to $205.97. 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 49,658 | $108.72 | $5,398,817.76 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 7 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,079 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 7,348 | $204.83 | $1,505,090.84 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 F2 · price: This transaction was executed in multiple trades at prices ranging from $204.60 to $204.99. 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 |
| August 09, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 7,348 | $107.73 | $791,600.04 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,769 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 |
| August 06, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,777 | Not disclosed Strike: $107.73 | Not disclosed |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · derivative · entry 13 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,348 Underlying: Common Stock · 36,777 shares Expires 2027-02-07 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. F7 · price: The transaction is the exercise of a derivative security. F6 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 8, 2018. Read SEC document |
| August 06, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 139 | $205.00 | $28,495.00 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 Read SEC document |
| August 06, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 139 | $107.73 | $14,974.47 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,560 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 |
| August 06, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 36,638 | $204.21 | $7,481,845.98 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 F1 · price: This transaction was executed in multiple trades at prices ranging from $204.00 to $204.99. 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 |
| August 06, 2021 Filed Aug 9, 2021 22:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 36,638 | $107.73 | $3,947,011.74 |
DisclosureSEC source: 0000790051-21-000184 · wf-form4_162854748486953.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,059 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, 2021 Filed Feb 3, 2021 20:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 58,590 | $0.00 Strike: $150.00 | $0.00 |
DisclosureSEC source: 0000790051-21-000043 · wf-form4_161238362830531.xml · derivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,590 Underlying: Common Stock · 58,590 shares Expires 2031-02-01 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 2, 2022. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 20:20 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 12,610 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-21-000043 · wf-form4_161238362830531.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,421 F1 · shares: Represents a grant of 12,610 restricted shares from the issuer for services as an executive officer of the issuer. F2 · balance_after: Includes 53 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 17:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 23,550 | $156.18 | $3,678,039.00 |
DisclosureSEC source: 0000790051-21-000002 · wf-form4_160986711422925.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,758 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 |
| January 01, 2021 Filed Jan 5, 2021 17:18 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 25,019 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-21-000002 · wf-form4_160986711422925.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,308 F1 · shares: Represents a grant of 25,019 performance shares from the issuer for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| November 16, 2020 Filed Nov 16, 2020 23:48 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,787 | Not disclosed Strike: $83.31 | Not disclosed |
DisclosureSEC source: 0000790051-20-000134 · wf-form4_160557049450691.xml · derivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,787 shares Expires 2026-02-02 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. F4 · price: The transaction is the exercise of a derivative security. F3 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 3, 2017. Read SEC document |
| November 16, 2020 Filed Nov 16, 2020 23:48 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 36,787 | $143.14 | $5,265,691.18 |
DisclosureSEC source: 0000790051-20-000134 · wf-form4_160557049450691.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,289 F2 · price: This transaction was executed in multiple trades at prices ranging from $143.00 to $143.52. 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 |
| November 16, 2020 Filed Nov 16, 2020 23:48 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 36,787 | $83.31 | $3,064,724.97 |
DisclosureSEC source: 0000790051-20-000134 · wf-form4_160557049450691.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,076 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 |
| November 13, 2020 Filed Nov 16, 2020 23:48 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,500 | Not disclosed Strike: $83.31 | Not disclosed |
DisclosureSEC source: 0000790051-20-000134 · wf-form4_160557049450691.xml · derivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,787 Underlying: Common Stock · 6,500 shares Expires 2026-02-02 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. F4 · price: The transaction is the exercise of a derivative security. F3 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 3, 2017. Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 23:48 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 6,500 | $141.03 | $916,695.00 |
DisclosureSEC source: 0000790051-20-000134 · wf-form4_160557049450691.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,289 F1 · price: This transaction was executed in multiple trades at prices ranging from $141.00 to $141.17. 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 |
| November 13, 2020 Filed Nov 16, 2020 23:48 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 6,500 | $83.31 | $541,515.00 |
DisclosureSEC source: 0000790051-20-000134 · wf-form4_160557049450691.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,789 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 |
| November 12, 2020 Filed Nov 12, 2020 23:35 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 600 | Not disclosed Strike: $83.31 | Not disclosed |
DisclosureSEC source: 0000790051-20-000132 · wf-form4_160522408172615.xml · derivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,287 Underlying: Common Stock · 600 shares Expires 2026-02-02 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 · price: The transaction is the exercise of a derivative security. F2 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 3, 2017. Read SEC document |
| November 12, 2020 Filed Nov 12, 2020 23:35 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 600 | $141.00 | $84,600.00 |
DisclosureSEC source: 0000790051-20-000132 · wf-form4_160522408172615.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,289 Read SEC document |
| November 12, 2020 Filed Nov 12, 2020 23:35 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 600 | $83.31 | $49,986.00 |
DisclosureSEC source: 0000790051-20-000132 · wf-form4_160522408172615.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,889 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 |
| November 11, 2020 Filed Nov 12, 2020 23:35 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,128 | Not disclosed Strike: $83.31 | Not disclosed |
DisclosureSEC source: 0000790051-20-000132 · wf-form4_160522408172615.xml · derivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,887 Underlying: Common Stock · 4,128 shares Expires 2026-02-02 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 · price: The transaction is the exercise of a derivative security. F2 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 3, 2017. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 23:35 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 4,128 | $143.40 | $591,955.20 |
DisclosureSEC source: 0000790051-20-000132 · wf-form4_160522408172615.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,289 F1 · price: This transaction was executed in multiple trades at prices ranging from $143.25 to $143.84. 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 |
| November 11, 2020 Filed Nov 12, 2020 23:35 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 4,128 | $83.31 | $343,903.68 |
DisclosureSEC source: 0000790051-20-000132 · wf-form4_160522408172615.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,417 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 |
| November 02, 2020 Filed Nov 4, 2020 22:39 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 3,201 | $0.00 Strike: $83.12 | $0.00 |
DisclosureSEC source: 0001127602-20-028180 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,201 Underlying: Common Stock · 3,201 shares Expires 2030-11-02 F2 · shares: Annual option grant for service as a non-employee director issued under the Amended and Restated 2010 Plan. F3 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant, which was November 2, 2020. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 22:39 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 807 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028180 · 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: 4,908 Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 22:39 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 807 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028180 · 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 02, 2020 Filed Nov 4, 2020 22:39 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 807 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028180 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807 F1 · shares: Annual common stock award for service as a non-employee director issued under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"). Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 22:45 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,920 | $0.00 Strike: $161.41 | $0.00 |
DisclosureSEC source: 0000790051-20-000022 · wf-form4_158094270179502.xml · derivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,920 Underlying: Common Stock · 60,920 shares Expires 2030-02-03 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 4, 2021. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 22:45 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 11,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-20-000022 · wf-form4_158094270179502.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,289 F1 · shares: Represents a grant of 11,260 restricted shares from the issuer for services as an executive officer of the issuer. F2 · balance_after: Includes 63 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 00:32 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 11,908 | $161.84 | $1,927,190.72 |
DisclosureSEC source: 0000790051-20-000006 · wf-form4_157801154403210.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,966 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 00:32 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 18,569 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-20-000006 · wf-form4_157801154403210.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,874 F1 · shares: Represents a grant of 18,569 performance shares from the issuer for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,452 | Not disclosed Strike: $88.69 | Not disclosed |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · derivative · entry 19 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,452 shares Expires 2025-12-31 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. F7 · price: The transaction is the exercise of a derivative security. F9 · derivative.exercise_date: The option vested in three equal annual installments beginning on January 1, 2017. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 417 | $158.06 | $65,911.02 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 14 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F5 · price: This transaction was executed in multiple trades at prices ranging from $158.01 to $158.17. 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 |
| November 11, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 417 | $88.69 | $36,983.73 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 13 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,722 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.