Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| L3HARRIS TECHNOLOGIES, INC. /DE/LHX · Entity 610 | Director | October 01, 2026 | October 03, 2026 |
| Trane Technologies plcTT · Entity 2921 | Director · Chair and CEO | October 06, 2026 | October 08, 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.
L3HARRIS TECHNOLOGIES, INC. /DE/
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $1.00SEC Table I · non-derivative | Direct | 2,987.21 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 157.3 · Balance 2,987.21 F1: Represents a credit of phantom stock units under the L3Harris Technologies, Inc. 2019 Non-Employee Director Compensation Plan (the "Plan") pursuant to the reporting person's prior election to defer non-employee director quarterly cash retainers. Phantom stock units are subject to settlement solely in shares of the Issuer's common stock upon the reporting person's separation from service with the Issuer. F2: Includes 14.12 phantom stock units acquired through dividend credits under the Plan since last reported by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a credit of phantom stock units under the L3Harris Technologies, Inc. 2019 Non-Employee Director Compensation Plan (the "Plan") pursuant to the reporting person's prior election to defer non-employee director quarterly cash retainers. Phantom stock units are subject to settlement solely in shares of the Issuer's common stock upon the reporting person's separation from service with the Issuer.
F2: Includes 14.12 phantom stock units acquired through dividend credits under the Plan since last reported by the reporting person.
Trane Technologies plc
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 96,951.43 |
Ending reported balance
After 2026-10-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-06 · Exercise / conversion · Acquired 48,091 · Balance 145,042.43 Row 2 · 2026-10-06 · Sale · Disposed 48,091 · Balance 96,951.43 F1: Transaction executed pursuant to a Rule 10b5-1 Plan adopted by the reporting person on May 4, 2026. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.97 · Expires 2029-02-04 | Direct | 0 |
Reported balance
After 2026-10-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-06 · Exercise / conversion · Disposed 48,091 · Balance 0 F3: The stock option vested in three (3) pro rata annual installments beginning on February 5, 2020. |
| Ordinary Shares (Trust)SEC Table I · non-derivative | IndirectBy Revocable Trust | 24,500 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,500 F2: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction executed pursuant to a Rule 10b5-1 Plan adopted by the reporting person on May 4, 2026.
F2: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole beneficiary.
F3: The stock option vested in three (3) pro rata annual installments beginning on February 5, 2020.
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 05, 2020 Filed Feb 7, 2020 21:06 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 570 | $141.76 | $80,803.20 |
DisclosureSEC source: 0001466258-20-000021 · wf-form4_158110958698212.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,109.039 Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 21:02 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,032 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001466258-19-000288 · wf-form4_157713494778368.xml · derivative · entry 6 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 3,032 shares Expires 2022-02-23 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: The stock option vests in three (3) pro rata annual installments beginning on February 24, 2013. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 21:02 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,613 | $0.00 Strike: $32.43 | $0.00 |
DisclosureSEC source: 0001466258-19-000288 · wf-form4_157713494778368.xml · derivative · entry 5 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 7,613 shares Expires 2022-02-23 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: The stock option vests in three (3) pro rata annual installments beginning on February 24, 2013. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 21:02 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 1,132 | $134.92 | $152,729.44 |
DisclosureSEC source: 0001466258-19-000288 · wf-form4_157713494778368.xml · nonDerivative · entry 4 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,675.1153 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 Plan adopted by the reporting person on November 8, 2019. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 21:02 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 9,513 | $134.90 | $1,283,303.70 |
DisclosureSEC source: 0001466258-19-000288 · wf-form4_157713494778368.xml · nonDerivative · entry 3 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,807.1153 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 Plan adopted by the reporting person on November 8, 2019. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 21:02 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionOrdinary Shares | 3,032 | $32.46 | $98,431.76 |
DisclosureSEC source: 0001466258-19-000288 · wf-form4_157713494778368.xml · nonDerivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,320.1153 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 20, 2019 Filed Dec 23, 2019 21:02 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionOrdinary Shares | 7,613 | $32.43 | $246,856.09 |
DisclosureSEC source: 0001466258-19-000288 · wf-form4_157713494778368.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,288.1153 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 |
| April 30, 2019 Filed May 1, 2019 20:04 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,889 | $0.00 Strike: $37.74 | $0.00 |
DisclosureSEC source: 0001466258-19-000154 · wf-form4_155674105581698.xml · derivative · entry 5 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 4,889 shares Expires 2021-02-13 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: The stock option vests in three (3) pro rata annual installments beginning on February 14, 2012. Read SEC document |
| April 30, 2019 Filed May 1, 2019 20:04 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,068 | $0.00 Strike: $37.71 | $0.00 |
DisclosureSEC source: 0001466258-19-000154 · wf-form4_155674105581698.xml · derivative · entry 4 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 3,068 shares Expires 2021-02-13 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: The stock option vests in three (3) pro rata annual installments beginning on February 14, 2012. Read SEC document |
| April 30, 2019 Filed May 1, 2019 20:04 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 7,957 | $122.25 | $972,743.25 |
DisclosureSEC source: 0001466258-19-000154 · wf-form4_155674105581698.xml · nonDerivative · entry 3 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,666.8172 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 Plan adopted by the reporting person on February 22, 2019. Read SEC document |
| April 30, 2019 Filed May 1, 2019 20:04 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionOrdinary Shares | 4,889 | $37.74 | $184,520.64 |
DisclosureSEC source: 0001466258-19-000154 · wf-form4_155674105581698.xml · nonDerivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,623.8172 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 |
| April 30, 2019 Filed May 1, 2019 20:04 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionOrdinary Shares | 3,068 | $37.71 | $115,699.19 |
DisclosureSEC source: 0001466258-19-000154 · wf-form4_155674105581698.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,734.8172 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 28, 2019 Filed Mar 4, 2019 21:10 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 5,120 | $106.07 | $543,052.80 |
DisclosureSEC source: 0001466258-19-000111 · wf-form4_155173383859921.xml · nonDerivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,662.0497 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:10 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-19-000111 · wf-form4_155173383859921.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,782.0497 F1 · shares: Represents the vesting of performance share units for the 2016-2018 performance period. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:13 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 411 | $101.08 | $41,543.88 |
DisclosureSEC source: 0001466258-19-000085 · wf-form4_155000598929533.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,782.0497 Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:06 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 269 | $100.64 | $27,072.16 |
DisclosureSEC source: 0001466258-19-000062 · wf-form4_154991918766230.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,193.0497 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:11 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 506 | $101.13 | $51,169.25 |
DisclosureSEC source: 0001466258-19-000043 · wf-form4_154966028457217.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,462.0497 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:26 UTC | Trane Technologies plc IR · Entity 2921 | GrantStock Option (Right to Buy) · Derivative | 37,493 | $0.00 Strike: $101.29 | $0.00 |
DisclosureSEC source: 0001466258-19-000026 · wf-form4_154957838299173.xml · derivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,493 Underlying: Ordinary Shares · 37,493 shares Expires 2029-02-04 F2 · derivative.exercise_date: The stock option vests in three (3) annual installments beginning on February 5, 2020. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:26 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 6,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-19-000026 · wf-form4_154957838299173.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,968.0497 F1 · shares: Represents restricted stock units that vest in three (3) equal annual installments beginning on February 5, 2020. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 20:03 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionOrdinary Shares · Derivative | 12,098 | $0.00 Strike: $25.22 | $0.00 |
DisclosureSEC source: 0001466258-18-000208 · wf-form4_153298100779444.xml · derivative · entry 3 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 12,098 shares Expires 2020-02-15 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: The stock option vests in three (3) annual installments beginning on February 16, 2011. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 20:03 UTC | Trane Technologies plc IR · Entity 2921 | SaleOrdinary Shares | 12,098 | $97.00 | $1,173,506.00 |
DisclosureSEC source: 0001466258-18-000208 · wf-form4_153298100779444.xml · nonDerivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,712.465 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 Plan adopted by the reporting person on May 11, 2018. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 20:03 UTC | Trane Technologies plc IR · Entity 2921 | Exercise / conversionOrdinary Shares | 12,098 | $25.22 | $305,101.88 |
DisclosureSEC source: 0001466258-18-000208 · wf-form4_153298100779444.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,810.465 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 19, 2018 Filed Feb 21, 2018 21:11 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 1,804 | $92.02 | $165,995.06 |
DisclosureSEC source: 0001466258-18-000100 · wf-form4_151924745128674.xml · nonDerivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,702.6693 Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 21:11 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 5,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-18-000100 · wf-form4_151924745128674.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,506.6693 F1 · shares: Represents the vesting of performance share units for the 2015-2017 performance period. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 21:12 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 414 | $87.79 | $36,345.06 |
DisclosureSEC source: 0001466258-18-000080 · wf-form4_151855635216033.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,691.6693 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:12 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 272 | $92.38 | $25,127.36 |
DisclosureSEC source: 0001466258-18-000058 · wf-form4_151821073746227.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,105.6693 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:32 UTC | Trane Technologies plc IR · Entity 2921 | GrantStock Option (Right to Buy) · Derivative | 34,130 | $0.00 Strike: $90.07 | $0.00 |
DisclosureSEC source: 0001466258-18-000035 · wf-form4_151812551271804.xml · derivative · entry 2 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,130 Underlying: Ordinary Shares · 34,130 shares Expires 2028-02-05 F2 · derivative.exercise_date: The stock option vests in three (3) annual installments beginning on February 6, 2019. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:32 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 5,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-18-000035 · wf-form4_151812551271804.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,377.6693 F1 · shares: Represents restricted stock units that vest in three (3) equal annual installments beginning on February 6, 2019. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 21:08 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 275 | $95.78 | $26,339.50 |
DisclosureSEC source: 0001466258-18-000022 · wf-form4_151795130364391.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,825.6693 Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 20:04 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-17-000226 · wf-form4_150723386149619.xml · nonDerivative · entry 1 Regnery David S · CIK 0001715932 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,095.8968 F1 · shares: Represents restricted stock units with three year cliff vesting on October 3, 2020. 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.