Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | See Remarks below. | August 06, 2026 | August 07, 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 06, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,533 |
Ending reported balance
After 2026-08-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-06 · Exercise / conversion · Acquired 658 · Balance 2,754 Row 2 · 2026-08-06 · Tax withholding · Disposed 221 · Balance 2,533 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $151.76 · Expires 2032-02-22 | Direct | 1,742 |
Reported balance
After 2026-08-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-06 · Exercise / conversion · Disposed 658 · Balance 1,742 F1: These stock options were granted on February 22, 2022 and became exercisable 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. |
| Ordinary SharesSEC Table I · non-derivative | Indirectby trustee of ESP | 3,120 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,120 F2: These ordinary shares are held in the Eaton Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: These stock options were granted on February 22, 2022 and became exercisable 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.
F2: 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 28, 2024 Filed Mar 1, 2024 23:58 UTC | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 3,950 | $0.00 Strike: $286.96 | $0.00 |
DisclosureSEC source: 0001104659-24-030118 · tm247799-10_4seq1.xml · derivative · entry 4 Yelton Michael · CIK 0001964445 · See Remarks below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,950 Underlying: Ordinary Shares · 3,950 shares Expires 2034-02-28 F3 · 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 28, 2024 Filed Mar 1, 2024 23:58 UTC | Eaton Corp plc ETN · Entity 2604 | GrantOrdinary Shares | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-030118 · tm247799-10_4seq1.xml · nonDerivative · entry 1 Yelton Michael · CIK 0001964445 · See Remarks below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,317 F1 · shares: These shares were acquired upon the vesting of performance share awards. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 257 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · derivative · entry 10 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 257 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 23, 2021 and vested 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. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F1 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 74 | $285.73 | $21,144.02 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · nonDerivative · entry 6 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,493 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · nonDerivative · entry 5 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,567 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 |
| February 22, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 508 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · derivative · entry 9 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,032 Underlying: Ordinary Shares · 508 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_date: These restricted stock units were granted on February 22, 2023 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. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F1 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · derivative · entry 8 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196 Underlying: Ordinary Shares · 190 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. F2 · derivative.exercise_date: These restricted stock units were granted on February 22, 2022 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. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F1 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 146 | $284.27 | $41,503.42 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · nonDerivative · entry 4 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,310 Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · nonDerivative · entry 3 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,456 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 |
| February 22, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 65 | $284.27 | $18,477.55 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · nonDerivative · entry 2 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,948 Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 02:32 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-027759 · tm247330-9_4seq1.xml · nonDerivative · entry 1 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,013 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 |
| July 05, 2023 Filed Sep 11, 2024 22:08 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-098991 · tm2423659-1_4seq1.xml · nonDerivative · entry 1 Yelton Michael · CIK 0001964445 · See Remarks below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,382 F2 · balance_after: Reflects the reporting person's current holdings. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 21:23 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-072977 · tm2319252-2_4seq1.xml · nonDerivative · entry 4 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,823 Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:23 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionStock Option · Derivative | 1,242 | $0.00 Strike: $80.49 | $0.00 |
DisclosureSEC source: 0001104659-23-072977 · tm2319252-2_4seq1.xml · derivative · entry 6 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 1,242 shares Expires 2029-02-26 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. F2 · derivative.exercise_date: These stock options were granted on February 26, 2019 and were fully vested and exercisable. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:23 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 508 | $196.69 | $99,918.52 |
DisclosureSEC source: 0001104659-23-072977 · tm2319252-2_4seq1.xml · nonDerivative · entry 3 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,830 Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:23 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 1,242 | $80.49 | $99,968.58 |
DisclosureSEC source: 0001104659-23-072977 · tm2319252-2_4seq1.xml · nonDerivative · entry 2 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,338 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 |
| June 15, 2023 Filed Jun 20, 2023 21:23 UTC | Eaton Corp plc ETN · Entity 2604 | SaleOrdinary Shares | 2,000 | $197.11 | $394,220.00 |
DisclosureSEC source: 0001104659-23-072977 · tm2319252-2_4seq1.xml · nonDerivative · entry 1 Yelton Michael · CIK 0001964445 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,096 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.