Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Snap-on IncSNA · Entity 3268 | Sr VP - Finance & CFO | August 13, 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.
Snap-on Inc
Report date August 13, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 126,175.1183 |
Reported balance
After 2026-08-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-13 · Exercise / conversion · Acquired 8,000 · Balance 126,175.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F2: Includes 17.4326 shares acquired under a dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | Direct | 124,728.1183 |
Reported balance
After 2026-08-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-13 · Sale · Disposed 1,447 · Balance 124,728.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F3: This transaction was executed in multiple trades at prices ranging from $402.43 to $403.41. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Common StockSEC Table I · non-derivative | Direct | 122,164.1183 |
Reported balance
After 2026-08-13 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-08-13 · Sale · Disposed 2,564 · Balance 122,164.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F4: This transaction was executed in multiple trades at prices ranging from $403.45 to $404.42. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Common StockSEC Table I · non-derivative | Direct | 121,723.1183 |
Reported balance
After 2026-08-13 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-08-13 · Sale · Disposed 441 · Balance 121,723.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F5: This transaction was executed in multiple trades at prices ranging from $404.45 to $405.41 The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Common StockSEC Table I · non-derivative | Direct | 120,892.1183 |
Reported balance
After 2026-08-13 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-08-13 · Sale · Disposed 831 · Balance 120,892.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F6: This transaction was executed in multiple trades at prices ranging from $405.50 to $406.47. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Common StockSEC Table I · non-derivative | Direct | 120,684.1183 |
Reported balance
After 2026-08-13 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-08-13 · Sale · Disposed 208 · Balance 120,684.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F7: This transaction was executed in multiple trades at prices ranging from $406.56 to $407.29. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. |
| Common StockSEC Table I · non-derivative | Direct | 120,644.1183 |
Reported balance
After 2026-08-13 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2026-08-13 · Sale · Disposed 40 · Balance 120,644.1183 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $168.70 · Expires 2027-02-09 | Direct | 10,000 |
Reported balance
After 2026-08-13 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-13 · Exercise / conversion · Disposed 8,000 · Balance 10,000 F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F9: Exercise of Rule 16b-3 stock option pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025. F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $161.18 · Expires 2028-02-15 | Direct | 26,052 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 26,052 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $155.92 · Expires 2029-02-14 | Direct | 23,500 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 23,500 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $155.34 · Expires 2030-02-13 | Direct | 23,500 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 23,500 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $189.89 · Expires 2031-02-11 | Direct | 14,986 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 14,986 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.67 · Expires 2032-02-10 | Direct | 11,252 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 11,252 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $249.26 · Expires 2033-02-09 | Direct | 7,850 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 7,850 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $269.00 · Expires 2034-02-15 | Direct | 7,106 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 7,106 F10: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $339.73 · Expires 2035-02-13 | Direct | 5,342 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 5,342 F10: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $378.55 · Expires 2036-02-12 | Direct | 5,187 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 5,187 F10: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15 | Direct | 1,533 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 1,533 F11: 1 for 1. F12: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-13 | Direct | 1,249 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 1,249 F11: 1 for 1. F12: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-02-12 | Direct | 1,249 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 1,249 F11: 1 for 1. F12: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 3,065 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 3,065 F11: 1 for 1. F13: If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 2,498 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 2,498 F11: 1 for 1. F14: If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 2,497 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance 2,497 F11: 1 for 1. F15: If the Company achieves certain goals over the 2026-2028 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was exercised, and a portion of the underlying shares were sold to cover the exercise price and estimated tax liability, pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025.
F2: Includes 17.4326 shares acquired under a dividend reinvestment plan.
F3: This transaction was executed in multiple trades at prices ranging from $402.43 to $403.41. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F4: This transaction was executed in multiple trades at prices ranging from $403.45 to $404.42. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F5: This transaction was executed in multiple trades at prices ranging from $404.45 to $405.41 The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F6: This transaction was executed in multiple trades at prices ranging from $405.50 to $406.47. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F7: This transaction was executed in multiple trades at prices ranging from $406.56 to $407.29. The price reported above reflects the weighted average sale price. the reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F8: Option fully vested.
F9: Exercise of Rule 16b-3 stock option pursuant to a Rule 10b5-1 Plan, which was adopted on November 3, 2025.
F10: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column.
F11: 1 for 1.
F12: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment.
F13: If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
F14: If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
F15: If the Company achieves certain goals over the 2026-2028 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
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 09, 2017 Filed Feb 13, 2017 21:51 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionPerformance Units · Derivative | 4,297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005477 · form4.xml · derivative · entry 4 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,297 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. F3 · derivative.exercise_price: 1 for 1. F1 · kind: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · price: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.exercise_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.expiration_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:51 UTC | Snap-on Inc SNA · Entity 3268 | GrantPerformance Units · Derivative | 270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005477 · form4.xml · derivative · entry 3 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,297 Underlying: Common Stock · 270 shares Expires not disclosed F3 · derivative.exercise_price: 1 for 1. F1 · kind: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · price: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.exercise_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.expiration_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:51 UTC | Snap-on Inc SNA · Entity 3268 | Tax withholdingCommon Stock | 2,132 | $168.70 | $359,668.40 |
DisclosureSEC source: 0001127602-17-005477 · form4.xml · nonDerivative · entry 2 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,233.2193 F2 · kind: Shares were withheld to cover tax withholding upon the vesting of performance units. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:51 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 4,297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005477 · form4.xml · nonDerivative · entry 1 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,365.2193 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 · kind: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · price: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:23 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 1,700 | $171.42 | $291,414.00 |
DisclosureSEC source: 0001127602-17-000732 · form4.xml · nonDerivative · entry 3 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,068.2193 F4 · kind: The shares were sold pursuant to a Rule 10b5-1 Plan. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:23 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionRestricted Stock Units · Derivative | 5,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000732 · form4.xml · derivative · entry 4 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,368 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. F5 · derivative.exercise_price: 1 for 1. F1 · kind: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · price: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · derivative.exercise_date: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · derivative.expiration_date: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:23 UTC | Snap-on Inc SNA · Entity 3268 | Tax withholdingCommon Stock | 1,831 | $171.27 | $313,595.37 |
DisclosureSEC source: 0001127602-17-000732 · form4.xml · nonDerivative · entry 2 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,768.2193 F3 · kind: Shares were withheld to cover tax withholding upon the vesting of the restricted stock units. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:23 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 5,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000732 · form4.xml · nonDerivative · entry 1 Pagliari Aldo John · CIK 0001486096 · Sr VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,599.2193 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 · kind: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · price: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F2 · balance_after: Includes 34.7098 shares acquired under a dividend reinvestment 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.