Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | See Remarks below. | August 11, 2026 | August 13, 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.
Eaton Corp plc
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 51,174 |
Ending reported balance
After 2026-08-11 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-08-11 · Exercise / conversion · Acquired 764 · Balance 50,586 Row 2 · 2026-08-11 · Tax withholding · Disposed 218 · Balance 50,368 Row 3 · 2026-08-11 · Exercise / conversion · Acquired 18,036 · Balance 68,404 Row 4 · 2026-08-11 · Sale · Disposed 18,036 · Balance 50,368 F1: Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $458.00 - $458.45. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Row 5 · 2026-08-11 · Exercise / conversion · Acquired 658 · Balance 51,026 Row 6 · 2026-08-11 · Tax withholding · Disposed 217 · Balance 50,809 Row 7 · 2026-08-11 · Exercise / conversion · Acquired 583 · Balance 51,392 Row 8 · 2026-08-11 · Tax withholding · Disposed 218 · Balance 51,174 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $130.86 · Expires 2031-02-23 | Direct | 18,036 |
Reported balance
After 2026-08-11 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-11 · Exercise / conversion · Disposed 764 · Balance 18,036 F2: These stock options became exercisable as follows: 33% on each of the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $130.86 · Expires 2031-02-23 | Direct | 0 |
Reported balance
After 2026-08-11 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-11 · Exercise / conversion · Disposed 18,036 · Balance 0 F2: These stock options became exercisable as follows: 33% on each of the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $151.76 · Expires 2032-02-22 | Direct | 10,842 |
Reported balance
After 2026-08-11 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-08-11 · Exercise / conversion · Disposed 658 · Balance 10,842 F2: These stock options became exercisable as follows: 33% on each of the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $171.31 · Expires 2033-02-22 | Direct | 12,417 |
Reported balance
After 2026-08-11 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-08-11 · Exercise / conversion · Disposed 583 · Balance 12,417 F2: These stock options became exercisable as follows: 33% on each of the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. |
| Ordinary SharesSEC Table I · non-derivative | Indirectby trustee of ESP | 3,518 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 3,518 F3: These ordinary shares are held in the Eaton Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $458.00 - $458.45. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
F2: These stock options became exercisable as follows: 33% on each of the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant.
F3: These ordinary shares are held in the Eaton Savings 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 27, 2018 Filed Mar 1, 2018 21:58 UTC | Eaton Corp plc ETN · Entity 2604 | GrantOrdinary Shares | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000124 · wf-form4_151994151110081.xml · nonDerivative · entry 1 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,876 F1 · shares: These shares were acquired upon the vesting of performance share awards. Read SEC document |
| February 27, 2018 Filed Mar 16, 2018 17:14 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 17,400 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001551182-18-000162 · wf-form4a_152122044910665.xml · derivative · entry 4 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 Underlying: Ordinary Shares · 17,400 shares Expires 2028-02-27 F5 · derivative.exercise_date: These stock options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| February 27, 2018 Filed Mar 16, 2018 17:14 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 3,610 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000162 · wf-form4a_152122044910665.xml · derivative · entry 3 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610 Underlying: Ordinary Shares · 3,610 shares Expires not disclosed F3 · derivative.exercise_date: These restricted stock units were granted on February 27, 2018 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 27, 2018 Filed Mar 16, 2018 17:14 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantOrdinary Shares | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000162 · wf-form4a_152122044910665.xml · nonDerivative · entry 1 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,844 F1 · shares: These shares were acquired upon the vesting of performance share awards. The amount has been revised to show the proper amount awarded. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 1,627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · derivative · entry 10 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677 Underlying: Ordinary Shares · 1,627 shares Expires not disclosed 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 · derivative.exercise_date: These restricted stock units were awarded February 23, 2016 and vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. F5 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 949 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · derivative · entry 9 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 949 shares Expires not disclosed 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 · derivative.exercise_date: These restricted stock units were awarded February 24, 2015 and vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. F5 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · derivative · entry 8 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 375 shares Expires not disclosed 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 · derivative.exercise_date: These restricted stock units were granted on February 24, 2015 and vest as follows: 25% on the first and second anniversary of the date of the grant and the remaining 50% on the third anniversary of the date of the grant. F5 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 484 | $82.12 | $39,746.08 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · nonDerivative · entry 6 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,387 F2 · shares: These ordinary shares were delivered to the Issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 1,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · nonDerivative · entry 5 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,871 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 · shares: These ordinary shares were acquired upon the vesting and settlement of certain restricted stock units. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 284 | $82.12 | $23,322.08 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · nonDerivative · entry 4 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,244 F2 · shares: These ordinary shares were delivered to the Issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 949 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · nonDerivative · entry 3 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,528 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 · shares: These ordinary shares were acquired upon the vesting and settlement of certain restricted stock units. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 109 | $82.12 | $8,951.08 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · nonDerivative · entry 2 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,579 F2 · shares: These ordinary shares were delivered to the Issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 21:25 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000064 · wf-form4_151968030710674.xml · nonDerivative · entry 1 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,688 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. F1 · shares: These ordinary shares were acquired upon the vesting and settlement of certain restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 20:51 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 1,130 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000035 · wf-form4_151941907818513.xml · derivative · entry 4 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 Underlying: Ordinary Shares · 1,130 shares Expires not disclosed 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 · shares: These restricted stock units were surrendered in exchange for ordinary shares of the Issuer. F5 · derivative.exercise_date: These restricted stock units were granted on February 21, 2017 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. F5 · derivative.expiration_date: These restricted stock units were granted on February 21, 2017 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 20:51 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 381 | $81.96 | $31,226.76 |
DisclosureSEC source: 0001551182-18-000035 · wf-form4_151941907818513.xml · nonDerivative · entry 2 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,313 F2 · shares: These ordinary shares were delivered to the Issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 20:51 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000035 · wf-form4_151941907818513.xml · nonDerivative · entry 1 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,694 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 · shares: These ordinary shares were acquired upon the vesting and settlement of certain restricted stock units. Read SEC document |
| May 04, 2017 Filed May 8, 2017 17:01 UTC | Eaton Corp plc ETN · Entity 2604 | SaleOrdinary Shares | 5,000 | $75.89 | $379,451.50 |
DisclosureSEC source: 0001551182-17-000137 · wf-form4_149426286163359.xml · nonDerivative · entry 1 Monesmith Heath B. · CIK 0001510022 · See Remarks below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,564 F1 · price: Price reported constitutes the average weighted price of shares sold. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. 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.