Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Allison Transmission Holdings IncALSN · Entity 246 | Director | August 31, 2026 | September 02, 2026 |
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Director | October 17, 2025 | October 20, 2025 |
| TORO COTTC · Entity 2699 | VP, Exmark | December 06, 2018 | December 10, 2018 |
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.
Allison Transmission Holdings Inc
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 1,484 |
Reported balance
After 2026-08-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 50 · Balance 1,484 F1: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock.
ENERPAC TOOL GROUP CORP
Report date October 17, 2025 · Filed October 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 17,257 |
Reported balance
After 2025-10-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-17 · Grant · Acquired 13 · Balance 17,257 F1: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date. F2: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F3: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in common stock generally following the director's termination of service or a specified date.
F2: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.
F3: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights.
TORO CO
Report date December 06, 2018 · Filed December 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,423 |
Ending reported balance
After 2018-12-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-12-06 · Grant · Acquired 3,776 · Balance 9,098 F1: Represents the payout of a Performance Share Award for the Fiscal 2016 to Fiscal 2018 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 4, 2018, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2018 financial results that were released on December 6, 2018. Performance Share Awards are paid in shares of common stock under the Amended and Restated 2010 Plan. Row 2 · 2018-12-06 · Tax withholding · Disposed 1,675 · Balance 7,423 |
| Common StockSEC Table I · non-derivative | IndirectThe Toro Company Investment, Savings & ESOP | 794.842 |
Reported balance
Holding disclosure · report date 2018-12-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 794.842 F2: Includes the following shares of common stock acquired by the reporting person since the date of her last report: 7.794 net shares acquired under the dividend reinvestment feature of The Toro Company Investment, Savings & ESOP (the "IS&ESOP") less quarterly non-discretionary administrative fees; and 65.983 shares acquired through issuer annual investment fund contributions to the IS&ESOP. |
| Performance Share UnitsSEC Table I · non-derivative | Direct | 49,421.697 |
Reported balance
Holding disclosure · report date 2018-12-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 49,421.697 F3: Includes 492.444 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the payout of a Performance Share Award for the Fiscal 2016 to Fiscal 2018 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 4, 2018, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2018 financial results that were released on December 6, 2018. Performance Share Awards are paid in shares of common stock under the Amended and Restated 2010 Plan.
F2: Includes the following shares of common stock acquired by the reporting person since the date of her last report: 7.794 net shares acquired under the dividend reinvestment feature of The Toro Company Investment, Savings & ESOP (the "IS&ESOP") less quarterly non-discretionary administrative fees; and 65.983 shares acquired through issuer annual investment fund contributions to the IS&ESOP.
F3: Includes 492.444 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers.
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 |
|---|---|---|---|---|---|---|
| May 31, 2019 Filed Jun 4, 2019 18:49 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDividend Equivalent Rights · Derivative | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-19-000152 · edgar.xml · derivative · entry 1 Altmaier Judy L · CIK 0001474806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13 Underlying: Common Stock · 12 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| May 09, 2019 Filed May 10, 2019 20:04 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDeferred Stock Units · Derivative | 2,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-19-000116 · edgar.xml · derivative · entry 1 Altmaier Judy L · CIK 0001474806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880 Underlying: Common Stock · 2,880 shares Expires not disclosed F1 · security: The DSUs represent the portion of the reporting person's annual equity award under the Policy deferred pursuant to the Company's Amended and Restated Non-Employee Director Deferred Compensation Plan. F2 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs become payable, in common stock, or at the Company's election cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F4 · price: The number of DSUs received was calculated based on $45.13, which was the closing price of the Company's common stock on the date of grant. F3 · derivative.exercise_date: The DSUs vest on the date of the next annual meeting of the stockholders of the Company. F3 · derivative.expiration_date: The DSUs vest on the date of the next annual meeting of the stockholders of the Company. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 18:20 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDividend Equivalent Rights · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-19-000088 · edgar.xml · derivative · entry 1 Altmaier Judy L · CIK 0001474806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded deferred stock units ("DSUs") and vest proportionately with the DSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 18:42 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDeferred Stock Units · Derivative | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-19-000030 · edgar.xml · derivative · entry 1 Altmaier Judy L · CIK 0001474806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605 Underlying: Common Stock · 605 shares Expires not disclosed F1 · security: The deferred stock units ("DSUs") represent the portion of the reporting person's prorated annual equity award under the Allison Transmission Holdings, Inc. (the "Company") Third Amended and Restated Non-Employee Director Compensation Policy deferred pursuant to the Company's Amended and Restated Non-Employee Director Deferred Compensation Plan. F2 · derivative.exercise_price: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs vest on the date of the next annual meeting of the stockholders of the Company and become payable, in common stock, or at the Company's election, cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F3 · price: The number of DSUs received was calculated based on $49.56 which was the closing price of the Company's common stock on the date of grant. F2 · derivative.exercise_date: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs vest on the date of the next annual meeting of the stockholders of the Company and become payable, in common stock, or at the Company's election, cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. F2 · derivative.expiration_date: Each DSU is the economic equivalent of one share of the Company's common stock. The DSUs vest on the date of the next annual meeting of the stockholders of the Company and become payable, in common stock, or at the Company's election, cash, at the earlier of the reporting person's separation from service or a change in control. DSUs earn dividend equivalents when dividends are declared on the Company's common stock. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:37 UTC | TORO CO TTC · Entity 2699 | Tax withholdingCommon Stock | 1,675 | $58.15 | $97,401.25 |
DisclosureSEC source: 0001127602-18-035686 · form4.xml · nonDerivative · entry 2 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,423 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:37 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 3,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035686 · form4.xml · nonDerivative · entry 1 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,098 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2016 to Fiscal 2018 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 4, 2018, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2018 financial results that were released on December 6, 2018. Performance Share Awards are paid in shares of common stock under the Amended and Restated 2010 Plan. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 20:41 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionNon-Qualified Stock Option · Derivative | 20,800 | $0.00 Strike: $14.11 | $0.00 |
DisclosureSEC source: 0001127602-18-011392 · form4.xml · derivative · entry 5 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,400 Underlying: Common Stock · 20,800 shares Expires 2021-12-07 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: The option vested in three equal annual installments commencing on the first anniversary of the date of grant, which was December 7, 2011. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 20:41 UTC | TORO CO TTC · Entity 2699 | SaleCommon Stock | 20,800 | $63.51 | $1,320,987.20 |
DisclosureSEC source: 0001127602-18-011392 · form4.xml · nonDerivative · entry 2 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,322 F1 · price: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $63.42 to $63.59, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 20:41 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 20,800 | $14.11 | $293,540.00 |
DisclosureSEC source: 0001127602-18-011392 · form4.xml · nonDerivative · entry 1 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,122 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 |
| December 08, 2017 Filed Dec 11, 2017 18:42 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 7,600 | $0.00 Strike: $65.93 | $0.00 |
DisclosureSEC source: 0001127602-17-034309 · form4.xml · derivative · entry 5 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 Underlying: Common Stock · 7,600 shares Expires 2027-12-08 F5 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 18:42 UTC | TORO CO TTC · Entity 2699 | GrantPerformance Share Units | 2,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034309 · form4.xml · nonDerivative · entry 3 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,781.411 F2 · shares: Represents the payout of one-half of a Performance Share Award for the Fiscal 2015 to Fiscal 2017 Performance Period under the Amended and Restated 2010 Plan, as approved by the issuers's Compensation & Human Resources Committee of its Board of Directors on December 5, 2017, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2017 financial results that were released on December 7, 2017. The reporting person has deferred the payout of this portion of her Performance Share Award under The Toro Company Deferred Compensation Plan for Officers (the "Deferred Plan") and, accordingly, this portion of the reporting person's Performance Share Award is paid in performance share units under the Deferred Plan. F3 · balance_after: Includes 370.711 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of the Deferred Plan. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 18:42 UTC | TORO CO TTC · Entity 2699 | Tax withholdingCommon Stock | 1,161 | $65.50 | $76,045.50 |
DisclosureSEC source: 0001127602-17-034309 · form4.xml · nonDerivative · entry 2 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,322 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 18:42 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 2,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034309 · form4.xml · nonDerivative · entry 1 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,483 F1 · shares: Represents the payout of one-half of a Performance Share Award for the Fiscal 2015 to Fiscal 2017 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 5, 2017, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2017 financial results that were released on December 7, 2017. Performance Share Awards are paid in shares of common stock under the Amended and Restated 2010 Plan. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:54 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionNon-Qualified Stock Option · Derivative | 24,400 | $0.00 Strike: $15.88 | $0.00 |
DisclosureSEC source: 0001127602-17-010456 · form4.xml · derivative · entry 5 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,400 shares Expires 2020-12-08 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: The option vested in three equal annual installments commencing on the first anniversary of the date of grant, which was December 8, 2010. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:54 UTC | TORO CO TTC · Entity 2699 | SaleCommon Stock | 24,400 | $60.56 | $1,477,712.80 |
DisclosureSEC source: 0001127602-17-010456 · form4.xml · nonDerivative · entry 2 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,012 F1 · price: The price reported in Column 4 is a weighted average price. These shares of common stock were sold in multiple transactions at prices ranging from $60.17 to $61.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:54 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 24,400 | $15.88 | $387,472.00 |
DisclosureSEC source: 0001127602-17-010456 · form4.xml · nonDerivative · entry 1 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,412 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 |
| December 09, 2016 Filed Dec 12, 2016 21:24 UTC | TORO CO TTC · Entity 2699 | GrantNon-Qualified Stock Option · Derivative | 10,200 | $0.00 Strike: $56.54 | $0.00 |
DisclosureSEC source: 0001127602-16-069679 · form4.xml · derivative · entry 5 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 Underlying: Common Stock · 10,200 shares Expires 2026-12-09 F4 · derivative.exercise_date: The option vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:24 UTC | TORO CO TTC · Entity 2699 | Tax withholdingCommon Stock | 1,919 | $57.79 | $110,899.01 |
DisclosureSEC source: 0001127602-16-069679 · form4.xml · nonDerivative · entry 2 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,012 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:24 UTC | TORO CO TTC · Entity 2699 | GrantCommon Stock | 5,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069679 · form4.xml · nonDerivative · entry 1 Altmaier Judy L · CIK 0001474806 · VP, Exmark 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,931 F1 · shares: Represents the payout of a Performance Share Award for the Fiscal 2014 to Fiscal 2016 Performance Period under The Toro Company Amended and Restated 2010 Equity and Incentive Plan, as amended and restated (the "Amended and Restated 2010 Plan"), as approved by the issuer's Compensation & Human Resources Committee of its Board of Directors on December 6, 2016, and which was conditioned upon and subject to confirmation by the issuer's Fiscal 2016 financial results that were released on December 8, 2016. Performance Share Awards are paid in shares of common stock under the Amended and Restated 2010 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.