Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| METTLER TOLEDO INTERNATIONAL INC/MTD · Entity 3168 | Director | August 05, 2026 | August 07, 2026 |
| WATERS CORP /DE/WAT · Entity 3080 | Director | January 03, 2022 | January 05, 2022 |
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.
METTLER TOLEDO INTERNATIONAL INC/
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 292 |
Ending reported balance
After 2026-08-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-05 · Exercise / conversion · Acquired 417 · Balance 709 Row 2 · 2026-08-05 · Sale · Disposed 417 · Balance 292 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $397.95 · Expires 2026-11-03 | Direct | 0 |
Reported balance
After 2026-08-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-05 · Exercise / conversion · Disposed 417 · Balance 0 F3: The options vested annually in two equal installments beginning on the first anniversary of the date of grant. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy SRB Investments LLC | 19,427 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 19,427 F1: The reported securities are held by SRB Investments LLC, a limited liability company of which the reporting person is the sole Operations Manager. The reporting person disclaims beneficial ownership of the MTD common stock held by SRB Investments LLC except to the extent of his pecuniary interest therein. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Teaghlach LLC | 33,065 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 33,065 F2: The reported securities are held by Teaghlach LLC, a limited liability company that the reporting person fully owns and controls with his spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are held by SRB Investments LLC, a limited liability company of which the reporting person is the sole Operations Manager. The reporting person disclaims beneficial ownership of the MTD common stock held by SRB Investments LLC except to the extent of his pecuniary interest therein.
F2: The reported securities are held by Teaghlach LLC, a limited liability company that the reporting person fully owns and controls with his spouse.
F3: The options vested annually in two equal installments beginning on the first anniversary of the date of grant.
WATERS CORP /DE/
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,985 |
Reported balance
After 2022-01-03 transaction · row 1
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 301 · Balance 31,985 F1: Grant of shares of common stock subject to restrictions that lapse January 3, 2023. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $364.59 · Expires 2032-01-03 | Direct | 983 |
Reported balance
After 2022-01-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-01-03 · Grant · Acquired 983 · Balance 983 F3: Options fully vest on January 3, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Foundation | 7,950 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,950 |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 56,774 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 56,774 F2: The reported securities are held by SRB Investments LLC, a limited liability company of which the reporting person is the sole Operations Manager. The reporting person disclaims beneficial ownership of the WAT common stock held by SRB Investments LLC except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Rollover Ira | 3,000 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of shares of common stock subject to restrictions that lapse January 3, 2023.
F2: The reported securities are held by SRB Investments LLC, a limited liability company of which the reporting person is the sole Operations Manager. The reporting person disclaims beneficial ownership of the WAT common stock held by SRB Investments LLC except to the extent of his pecuniary interest therein.
F3: Options fully vest on January 3, 2023.
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 08, 2017 Filed May 17, 2017 14:32 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000031 · edgar.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,937 F1 · shares: This transaction reflects gifts to a family foundation. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 20:09 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000016 · edgar.xml · nonDerivative · entry 2 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,937 F1 · shares: This transaction reflects gifts to a family foundation. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 20:09 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000016 · edgar.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,937 F1 · shares: This transaction reflects gifts to a family foundation. Read SEC document |
| February 21, 2017 Filed Feb 28, 2017 15:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000015 · edgar.xml · nonDerivative · entry 3 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,937 F1 · shares: This transaction reflects gifts to a family foundation. Read SEC document |
| February 17, 2017 Filed Feb 28, 2017 15:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000015 · edgar.xml · nonDerivative · entry 2 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,137 F1 · shares: This transaction reflects gifts to a family foundation. Read SEC document |
| February 06, 2017 Filed Feb 28, 2017 15:29 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000015 · edgar.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,137 F1 · shares: This transaction reflects gifts to a family foundation. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:55 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 3,626 | $0.00 Strike: $136.43 | $0.00 |
DisclosureSEC source: 0001127602-17-001033 · form4.xml · derivative · entry 5 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,626 Underlying: Common Stock · 3,626 shares Expires 2027-01-03 F3 · derivative.exercise_date: Options fully vest on January 3, 2018. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:55 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 806 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001033 · form4.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,849 F1 · shares: Grant of shares of common stock subject to restrictions that lapse January 3, 2018. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 14:48 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | OtherCommon Stock, par value $0.01 per share | 36,000 | $429.20 | $15,451,200.00 |
DisclosureSEC source: 0001515622-16-000135 · edgar.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,837 F1 · kind: Filer acquired 36,000 shares of issuer common stock in repayment of promissory notes filer held. The purchase price was determined as the average of the high and low prices of issuer's common stock on the open market on the transaction date. F1 · price: Filer acquired 36,000 shares of issuer common stock in repayment of promissory notes filer held. The purchase price was determined as the average of the high and low prices of issuer's common stock on the open market on the transaction date. F2 · balance_after: Includes 4,000 shares previously held through SRB Investments LLC, which were distributed to filer on November 9, 2016 and are now owned directly. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 18:31 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 832 | $0.00 Strike: $397.95 | $0.00 |
DisclosureSEC source: 0001515622-16-000124 · edgar.xml · derivative · entry 3 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common stock, par value $0.01 per share · 832 shares Expires 2026-11-03 F2 · derivative.exercise_date: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 18:31 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 259 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-16-000124 · edgar.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,837 Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 15:52 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $48.88 | $0.00 |
DisclosureSEC source: 0001127602-16-065464 · form4.xml · derivative · entry 5 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2017-01-03 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 |
| October 27, 2016 Filed Oct 28, 2016 15:52 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Exercise / conversionCommon Stock | 4,000 | $48.88 | $195,520.00 |
DisclosureSEC source: 0001127602-16-065464 · form4.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,961 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 |
| August 01, 2016 Filed Jan 17, 2017 15:54 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GiftCommon Stock, par value $0.01 per share | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000001 · edgar.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,637 F1 · shares: The transaction reflects gifts to a family foundation. Read SEC document |
| January 04, 2016 Filed Jan 5, 2017 20:29 UTC Amendment | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 3,761 | $0.00 Strike: $130.35 | $0.00 |
DisclosureSEC source: 0001127602-17-001019 · form4a.xml · derivative · entry 5 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761 Underlying: Common Stock · 3,761 shares Expires 2026-01-04 F1 · shares: The purpose of this amended filing is to correctly report the number of stock and stock option awards. F4 · derivative.exercise_date: Options fully vest on January 4, 2017. Read SEC document |
| January 04, 2016 Filed Jan 5, 2017 20:29 UTC Amendment | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001019 · form4a.xml · nonDerivative · entry 1 SALICE THOMAS P · CIK 0001186873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,043 F1 · security: The purpose of this amended filing is to correctly report the number of stock and stock option awards. F1 · shares: The purpose of this amended filing is to correctly report the number of stock and stock option awards. F2 · shares: Grant of shares of common stock subject to restrictions that lapse January 4, 2017. 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.