Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Snap-on IncSNA · Entity 3268 | VP & Chief Information Officer | August 11, 2026 | August 11, 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 11, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,133.2299 |
Reported balance
After 2026-08-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-11 · Exercise / conversion · Acquired 1,200 · Balance 4,133.2299 F1: Includes 7.9901 shares acquired under the Snap-on Incorporated Employee Stock Ownership Plan and 12.4462 shares acquired under a dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | Direct | 5,333.2299 |
Reported balance
After 2026-08-11 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-11 · Exercise / conversion · Acquired 1,200 · Balance 5,333.2299 |
| Common StockSEC Table I · non-derivative | Direct | 3,381.2299 |
Reported balance
After 2026-08-11 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-08-11 · Sale · Disposed 1,952 · Balance 3,381.2299 F2: This transaction was executed in multiple trades at prices ranging from $413.49 to $414.24. 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 | 1,106.2299 |
Reported balance
After 2026-08-11 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-08-11 · Sale · Disposed 2,275 · Balance 1,106.2299 F3: This transaction was executed in multiple trades at prices ranging from $412.80 to $413.79. 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 | 981.2299 |
Reported balance
After 2026-08-11 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-08-11 · Sale · Disposed 125 · Balance 981.2299 F4: This transaction was executed in multiple trades at prices ranging from $413.855 to $414.15. 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $168.70 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2026-08-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-11 · Exercise / conversion · Disposed 1,200 · Balance 0 F6: Exercise of Rule 16b-3 stock option. F5: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $161.18 · Expires 2028-02-15 | Direct | 706 |
Reported balance
After 2026-08-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-11 · Exercise / conversion · Disposed 1,200 · Balance 706 F6: Exercise of Rule 16b-3 stock option. F5: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $155.34 · Expires 2030-02-13 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,000 F5: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $189.89 · Expires 2031-02-11 | Direct | 2,856 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,856 F5: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.67 · Expires 2032-02-10 | Direct | 2,941 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2,941 F5: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $249.26 · Expires 2033-02-09 | Direct | 2,433 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,433 F5: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $269.00 · Expires 2034-02-15 | Direct | 2,588 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 2,588 F7: 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 | 2,076 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 2,076 F7: 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 | 2,110 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 2,110 F7: 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 | 558 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 558 F8: 1 for 1. F9: 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 | 485 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 485 F8: 1 for 1. F9: 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 | 508 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 508 F8: 1 for 1. F9: 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 | 1,116 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 1,116 F8: 1 for 1. F10: 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 | 971 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 971 F8: 1 for 1. F11: 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 | 1,016 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 1,016 F8: 1 for 1. F12: 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: Includes 7.9901 shares acquired under the Snap-on Incorporated Employee Stock Ownership Plan and 12.4462 shares acquired under a dividend reinvestment plan.
F2: This transaction was executed in multiple trades at prices ranging from $413.49 to $414.24. 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.
F3: This transaction was executed in multiple trades at prices ranging from $412.80 to $413.79. 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 $413.855 to $414.15. 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: Option fully vested.
F6: Exercise of Rule 16b-3 stock option.
F7: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column.
F8: 1 for 1.
F9: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment.
F10: 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.
F11: 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.
F12: 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 14, 2019 Filed Feb 19, 2019 22:08 UTC | Snap-on Inc SNA · Entity 3268 | Disposition to issuerRestricted Stock Units · Derivative | 74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-006904 · form4.xml · derivative · entry 2 Lemerand June C · CIK 0001707381 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263 Underlying: Common Stock · 74 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F3 · kind: Based on Company performance during fiscal 2018, approximately 78.1% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2020, the units will then vest in one installment and the shares will be issued shortly thereafter. F3 · price: Based on Company performance during fiscal 2018, approximately 78.1% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2020, the units will then vest in one installment and the shares will be issued shortly thereafter. F3 · derivative.exercise_date: Based on Company performance during fiscal 2018, approximately 78.1% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2020, the units will then vest in one installment and the shares will be issued shortly thereafter. F3 · derivative.expiration_date: Based on Company performance during fiscal 2018, approximately 78.1% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2020, the units will then vest in one installment and the shares will be issued shortly thereafter. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:16 UTC | Snap-on Inc SNA · Entity 3268 | GrantPerformance Units · Derivative | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007296 · form4.xml · derivative · entry 5 Lemerand June C · CIK 0001707381 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338 Underlying: Common Stock · 338 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F7 · derivative.exercise_date: If the Company achieves certain goals over the 2018-2020 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. F7 · derivative.expiration_date: If the Company achieves certain goals over the 2018-2020 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. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:16 UTC | Snap-on Inc SNA · Entity 3268 | GrantRestricted Stock Units · Derivative | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007296 · form4.xml · derivative · entry 4 Lemerand June C · CIK 0001707381 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337 Underlying: Common Stock · 337 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F6 · derivative.exercise_date: The restricted stock units may be earned based on the achievement of certain Company goals during fiscal 2018. Assuming continued employment through the end of fiscal 2020, any units earned will then vest in one installment and the shares will be issued shortly thereafter. The target number of units that may be earned is reported above; the maximum number is 200% of the number reported, subject to plan limits. F6 · derivative.expiration_date: The restricted stock units may be earned based on the achievement of certain Company goals during fiscal 2018. Assuming continued employment through the end of fiscal 2020, any units earned will then vest in one installment and the shares will be issued shortly thereafter. The target number of units that may be earned is reported above; the maximum number is 200% of the number reported, subject to plan limits. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:16 UTC | Snap-on Inc SNA · Entity 3268 | GrantStock Option (Right to Buy) · Derivative | 2,906 | $0.00 Strike: $161.18 | $0.00 |
DisclosureSEC source: 0001127602-18-007296 · form4.xml · derivative · entry 3 Lemerand June C · CIK 0001707381 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,906 Underlying: Common Stock · 2,906 shares Expires 2028-02-15 F5 · price: This transaction was an option grant. Accordingly, the reporting person did not pay a price to obtain the option. F4 · derivative.exercise_date: Original option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:16 UTC | Snap-on Inc SNA · Entity 3268 | Disposition to issuerRestricted Stock Units · Derivative | 90 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007296 · form4.xml · derivative · entry 2 Lemerand June C · CIK 0001707381 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55 Underlying: Common Stock · 90 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F3 · kind: Based on Company performance during fiscal 2017, approximately 37.7% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2019, the units will then vest in one installment and the shares will be issued shortly thereafter. F3 · price: Based on Company performance during fiscal 2017, approximately 37.7% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2019, the units will then vest in one installment and the shares will be issued shortly thereafter. F3 · derivative.exercise_date: Based on Company performance during fiscal 2017, approximately 37.7% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2019, the units will then vest in one installment and the shares will be issued shortly thereafter. F3 · derivative.expiration_date: Based on Company performance during fiscal 2017, approximately 37.7% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2019, the units will then vest in one installment and the shares will be issued shortly thereafter. 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.