Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director · President and CEO | August 11, 2026 | August 13, 2026 |
| Ralliant CorpRAL · Entity 3728 | Director | June 05, 2026 | June 09, 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.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 136,893 |
Ending reported balance
After 2026-08-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-11 · Grant · Acquired 3,089 · Balance 131,456 F1: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Row 2 · 2026-08-11 · Grant · Acquired 10,313 · Balance 141,769 F2: Performance shares "banked" as a result of 2026 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Row 3 · 2026-08-11 · Tax withholding · Disposed 4,876 · Balance 136,893 F3: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $352.35 · Expires 2036-08-11 | Direct | 10,217 |
Reported balance
After 2026-08-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-11 · Grant · Acquired 10,217 · Balance 10,217 F4: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock.
F2: Performance shares "banked" as a result of 2026 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock.
F3: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares.
F4: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.
Ralliant Corp
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,628 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 3,225 · Balance 6,628 F1: On June 5, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of and immediately prior to the Issuer's 2027 annual meeting of stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 5, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of and immediately prior to the Issuer's 2027 annual meeting of stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATTERSON COMPANIES, INC.
Report date April 17, 2025 · Filed April 17, 2025
Section 16 reporting ended · disclosed 2025-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 1
1 source rowRow 1 · 2025-04-17 · Disposition to issuer · Disposed 48,788 · Balance 0 F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below). F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below).
F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger.
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 |
|---|---|---|---|---|---|---|
| September 17, 2018 Filed Sep 18, 2018 14:18 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 4,672 | $24.83 | $116,005.76 |
DisclosureSEC source: 0001209191-18-051395 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,218 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. 2015 Amended and Restated Omnibus Incentive Plan. Read SEC document |
| August 11, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,482 | $72.20 | $395,800.40 |
DisclosureSEC source: 0000109563-18-000106 · wf-form4_153418591858087.xml · nonDerivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,866 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 42,700 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-18-000106 · wf-form4_153418591858087.xml · derivative · entry 6 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,700 Underlying: Common Stock · 42,700 shares Expires 2028-08-09 F5 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 8,038 | $74.55 | $599,232.90 |
DisclosureSEC source: 0000109563-18-000106 · wf-form4_153418591858087.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,348 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 8,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000106 · wf-form4_153418591858087.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,386 F2 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 30,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000106 · wf-form4_153418591858087.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,486 F1 · shares: Performance shares "banked" as a result of 2018 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 10:10 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 3,058 | $37.94 | $116,020.52 |
DisclosureSEC source: 0001209191-17-053428 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,546 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Read SEC document |
| August 12, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,748 | $55.45 | $263,276.60 |
DisclosureSEC source: 0000109563-17-000117 · wf-form4_150272773296830.xml · nonDerivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,414 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 53,000 | $0.00 Strike: $54.90 | $0.00 |
DisclosureSEC source: 0000109563-17-000117 · wf-form4_150272773296830.xml · derivative · entry 6 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 53,000 shares Expires 2027-08-10 F5 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,728 | $54.90 | $149,767.20 |
DisclosureSEC source: 0000109563-17-000117 · wf-form4_150272773296830.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,162 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000117 · wf-form4_150272773296830.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,890 F2 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 15,191 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000117 · wf-form4_150272773296830.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,090 F1 · shares: Performance shares "banked" as a result of 2017 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 17:37 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 2,534 | $45.78 | $116,006.52 |
DisclosureSEC source: 0001209191-16-141217 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,488 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. 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.