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 |
|---|---|---|---|---|---|---|
| November 11, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 4,035 | $157.51 | $635,552.85 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 12 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F4 · price: This transaction was executed in multiple trades at prices ranging from $157.00 to $157.98. 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 | 4,035 | $88.69 | $357,864.15 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 11 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,340 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 26,476 | Not disclosed Strike: $88.69 | Not disclosed |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · derivative · entry 18 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,452 Underlying: Common Stock · 26,476 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,445 | Not disclosed Strike: $92.46 | Not disclosed |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · derivative · entry 17 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,445 shares Expires 2025-02-03 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. 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 4, 2016. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,272 | Not disclosed Strike: $73.08 | Not disclosed |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · derivative · entry 16 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,272 shares Expires 2024-02-04 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. 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 5, 2015. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 26,476 | $157.81 | $4,178,177.56 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 10 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F3 · price: This transaction was executed in multiple trades at prices ranging from $157.50 to $158.25. 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 26,476 | $88.69 | $2,348,156.44 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 9 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,781 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 17,445 | $157.81 | $2,752,995.45 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 8 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F3 · price: This transaction was executed in multiple trades at prices ranging from $157.50 to $158.25. 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 17,445 | $92.46 | $1,612,964.70 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 7 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,750 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 2,272 | $157.81 | $358,544.32 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F3 · price: This transaction was executed in multiple trades at prices ranging from $157.50 to $158.25. 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 08, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 2,272 | $73.08 | $166,037.76 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,577 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 07, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,518 | Not disclosed Strike: $73.08 | Not disclosed |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · derivative · entry 15 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272 Underlying: Common Stock · 12,518 shares Expires 2024-02-04 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. 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 5, 2015. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 1,135 | $160.26 | $181,895.10 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F2 · price: This transaction was executed in multiple trades at prices ranging from $160.09 to $160.69. 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 07, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 1,135 | $73.08 | $82,945.80 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,440 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 07, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 11,383 | $158.39 | $1,802,953.37 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F1 · price: This transaction was executed in multiple trades at prices ranging from $158.00 to $158.85. 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 07, 2019 Filed Nov 12, 2019 14:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 11,383 | $73.08 | $831,869.64 |
DisclosureSEC source: 0000790051-19-000130 · wf-form4_157356979646599.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,688 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 01, 2019 Filed Nov 5, 2019 17:07 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 3,521 | $0.00 Strike: $77.64 | $0.00 |
DisclosureSEC source: 0001127602-19-031813 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,521 Underlying: Common Stock · 3,521 shares Expires 2029-11-01 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. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:07 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031813 · 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: 4,101 Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:07 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031813 · 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, 2019 Filed Nov 5, 2019 17:07 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031813 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892 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 13, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,720 | Not disclosed Strike: $64.80 | Not disclosed |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · derivative · entry 9 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,720 shares Expires 2023-02-05 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. F5 · 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 6, 2014. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,189 | Not disclosed Strike: $49.56 | Not disclosed |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · derivative · entry 8 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,189 shares Expires 2022-01-31 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. 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 1, 2013. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 15,720 | $120.09 | $1,887,814.80 |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · nonDerivative · entry 6 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F3 · price: This transaction was executed in multiple trades at prices ranging from $120.01 to $120.26. 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 13, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 15,720 | $64.80 | $1,018,656.00 |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · nonDerivative · entry 5 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,025 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 13, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 7,189 | $120.00 | $862,680.00 |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · nonDerivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F2 · price: This transaction was executed in multiple trades at prices ranging from $120.00 to $120.01. 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 13, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 7,189 | $49.56 | $356,286.84 |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · nonDerivative · entry 3 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,494 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 12, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,346 | Not disclosed Strike: $49.56 | Not disclosed |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · derivative · entry 7 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,189 Underlying: Common Stock · 7,346 shares Expires 2022-01-31 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. 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 1, 2013. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | SaleCommon Stock | 7,346 | $120.15 | $882,621.90 |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F1 · price: This transaction was executed in multiple trades at prices ranging from $120.00 to $120.32. 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. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 20:34 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Exercise / conversionCommon Stock | 7,346 | $49.56 | $364,067.76 |
DisclosureSEC source: 0000790051-19-000068 · wf-form4_155017648297215.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,651 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 05, 2019 Filed Feb 6, 2019 21:07 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 82,885 | $0.00 Strike: $110.79 | $0.00 |
DisclosureSEC source: 0000790051-19-000040 · wf-form4_154948725793497.xml · derivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,885 Underlying: Common Stock · 82,885 shares Expires 2029-02-04 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 5, 2020. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:07 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 15,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-19-000040 · wf-form4_154948725793497.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,305 F1 · shares: Represents a grant of 15,730 restricted shares from the issuer for services as an executive officer of the issuer. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 20:12 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 126 | $108.78 | $13,706.28 |
DisclosureSEC source: 0000790051-19-000022 · wf-form4_154931111841331.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,575 F1 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to an in-service share distribution from the issuer's non-qualified deferred compensation plan. F2 · balance_after: Includes 66 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:46 UTC Amendment | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 12,895 | $100.52 | $1,296,205.40 |
DisclosureSEC source: 0000790051-19-000018 · wf-form4a_154655555738655.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,635 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:46 UTC Amendment | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 17,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-19-000018 · wf-form4a_154655555738655.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,530 F1 · shares: Represents a grant of 17,189 performance shares from the issuer for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:51 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 12,895 | $113.65 | $1,465,516.75 |
DisclosureSEC source: 0000790051-19-000002 · wf-form4_154655228817457.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,635 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:51 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 17,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-19-000002 · wf-form4_154655228817457.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,530 F1 · shares: Represents a grant of performance shares from the issuer for services as an executive officer of the issuer. F2 · price: Not applicable. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:44 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 4,482 | $0.00 Strike: $58.63 | $0.00 |
DisclosureSEC source: 0001127602-18-031799 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,482 Underlying: Common Stock · 4,482 shares Expires 2028-11-01 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. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:44 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031799 · 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: 3,209 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:44 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031799 · 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, 2018 Filed Nov 2, 2018 18:44 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031799 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,009 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 06, 2018 Filed Feb 7, 2018 21:58 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,430 | $0.00 Strike: $108.72 | $0.00 |
DisclosureSEC source: 0000790051-18-000058 · wf-form4_151804069699448.xml · derivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,430 Underlying: Common Stock · 60,430 shares Expires 2028-02-05 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 6, 2019. Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:58 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 13,105 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-18-000058 · wf-form4_151804069699448.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,341 F1 · shares: Represents a grant of 13,105 restricted shares from the issuer for services as an executive officer of the issuer. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 21:43 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 52 | $116.13 | $6,038.76 |
DisclosureSEC source: 0000790051-18-000036 · wf-form4_151760781542044.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,236 F1 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to a share distribution from the issuer's non-qualified deferred compensation plan. F2 · balance_after: Includes 65 shares acquired in the issuer's defined contribution plan during the prior year. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 19:54 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 3,445 | $113.65 | $391,524.25 |
DisclosureSEC source: 0000790051-18-000004 · wf-form4_151500926314755.xml · nonDerivative · entry 2 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,223 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 19:54 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 3,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000790051-18-000004 · wf-form4_151500926314755.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,668 F1 · shares: Grant of 3,545 performance shares. F2 · price: Not applicable. F3 · balance_after: Includes an additional 169 shares acquired in a dividend reinvestment plan. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 14:51 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 3,846 | $0.00 Strike: $63.14 | $0.00 |
DisclosureSEC source: 0001127602-17-031128 · form4.xml · derivative · entry 4 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,846 Underlying: Common Stock · 3,846 shares Expires 2027-11-01 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. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 14:51 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031128 · 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: 2,200 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 14:51 UTC | TORO CO TTC · Entity 2699 | GiftCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031128 · 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, 2017 Filed Nov 3, 2017 14:51 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031128 · form4.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932 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 |
| May 05, 2017 Filed May 8, 2017 15:37 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | Tax withholdingCommon Stock | 6,267 | $103.55 | $648,947.85 |
DisclosureSEC source: 0001179110-17-006775 · edgar.xml · nonDerivative · entry 1 KOCH D CHRISTIAN · CIK 0001190801 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,954 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.