Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALAMO GROUP INCALG · Entity 4511 | Director | May 11, 2026 | May 12, 2026 |
| GRACO INCGGG · Entity 3440 | Director | October 01, 2026 | October 05, 2026 |
| WD 40 COWDFC · Entity 4262 | Director | December 12, 2025 | December 13, 2025 |
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.
ALAMO GROUP INC
Report date May 11, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,662.1062 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 905 · Balance 12,662.1062 |
GRACO INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock SharesSEC Table II · derivative / convertible security | Direct | 18,045.0293 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 176.5 · Balance 18,045.0293 F1: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F3: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The deferred stock shares were accrued under the Graco Inc. Amended and Restated 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.
F2: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.
F3: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.
WD 40 CO
Report date December 12, 2025 · Filed December 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,982 |
Reported balance
After 2025-12-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-12 · Grant · Acquired 612 · Balance 8,982 F1: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on June 16, 2025 ("2025 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2025 and had an aggregate fair market value of approximately $125,000 on such date, is the non-elective portion of annual director compensation and vests upon grant. |
| Common StockSEC Table I · non-derivative | Direct | 9,349 |
Reported balance
After 2025-12-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-12 · Grant · Acquired 367 · Balance 9,349 F2: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance the 2025 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2025 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $75,000 on the Grant Date. Unless as otherwise provided in the 2025 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date. F3: Represents: (i) 2,000 shares acquired via stock purchases by Reporting Owner, (ii) 6,982 vested RSUs treated as common stock equivalents, and (iii) 367 unvested RSUs. Following termination of Reporting Person's service as a director, vested RSUs will be settled with Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on June 16, 2025 ("2025 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2025 and had an aggregate fair market value of approximately $125,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.
F2: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance the 2025 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2025 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $75,000 on the Grant Date. Unless as otherwise provided in the 2025 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.
F3: Represents: (i) 2,000 shares acquired via stock purchases by Reporting Owner, (ii) 6,982 vested RSUs treated as common stock equivalents, and (iii) 367 unvested RSUs. Following termination of Reporting Person's service as a director, vested RSUs will be settled with Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| April 24, 2017 Filed Apr 24, 2017 18:14 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 1,500 | $36.96 | $55,440.00 |
DisclosureSEC source: 0001127602-17-015331 · form4.xml · nonDerivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,693.32 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 01, 2017 Filed Apr 4, 2017 17:50 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 212.45 | $94.14 | $20,000.04 |
DisclosureSEC source: 0001127602-17-013758 · form4.xml · derivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168.419 Underlying: Common Stock · 212.45 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · kind: Shares of Graco Inc. Phantom stock received in lieu of retainer and meeting fees. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · balance_after: Included in the amount reported are shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 21:36 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $36.96 | $0.00 |
DisclosureSEC source: 0001127602-17-011811 · form4.xml · derivative · entry 3 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 1,000 shares Expires 2020-12-02 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: Nonemployee director stock option granted pursuant to the Graco Inc. 2010 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 21:36 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 393 | $94.40 | $37,099.20 |
DisclosureSEC source: 0001127602-17-011811 · form4.xml · nonDerivative · entry 2 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,193.32 F1 · kind: Sale pursuant to a 10b5-1 trading plan dated February 17, 2017. F2 · balance_after: The amount of securities owned includes shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan, exempt under Rule 16a-11. Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 21:36 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 1,000 | $36.96 | $36,960.00 |
DisclosureSEC source: 0001127602-17-011811 · form4.xml · nonDerivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,586.32 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 23, 2017 Filed Feb 23, 2017 17:38 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $36.96 | $0.00 |
DisclosureSEC source: 0001127602-17-007951 · form4.xml · derivative · entry 3 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Underlying: Common Stock · 1,000 shares Expires 2020-12-02 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: Nonemployee director stock option granted pursuant to the Graco Inc. 2010 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 17:38 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 402 | $92.10 | $37,024.20 |
DisclosureSEC source: 0001127602-17-007951 · form4.xml · nonDerivative · entry 2 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,586.32 F1 · kind: Sale pursuant to a 10b5-1 trading plan dated February 17, 2017. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 17:38 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 1,000 | $36.96 | $36,960.00 |
DisclosureSEC source: 0001127602-17-007951 · form4.xml · nonDerivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,988.32 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 |
| January 01, 2017 Filed Jan 3, 2017 23:14 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 240.7 | $83.09 | $19,999.76 |
DisclosureSEC source: 0001127602-17-000340 · form4.xml · derivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953.104 Underlying: Common Stock · 240.7 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · balance_after: The number of phantom stock units includes phantom stock units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 31, 2016 Filed Feb 14, 2017 00:41 UTC | ALAMO GROUP INC ALG · Entity 4511 | OtherCommon Stock | 2.8088 | $64.22 | $180.39 |
DisclosureSEC source: 0000897077-17-000005 · wf-form5_148703284687547.xml · nonDerivative · entry 3 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,859.1062 Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:38 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 270.27 | $74.00 | $19,999.98 |
DisclosureSEC source: 0001127602-16-063979 · form4.xml · derivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709.281 Underlying: Common Stock · 270.27 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · balance_after: The number of phantom stock units includes phantom stock units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| May 02, 2016 Filed Feb 14, 2017 00:41 UTC | ALAMO GROUP INC ALG · Entity 4511 | OtherCommon Stock | 1.6023 | $56.17 | $90.00 |
DisclosureSEC source: 0000897077-17-000005 · wf-form5_148703284687547.xml · nonDerivative · entry 2 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,856.2974 Read SEC document |
| January 08, 2016 Filed Feb 14, 2017 00:41 UTC | ALAMO GROUP INC ALG · Entity 4511 | OtherCommon Stock | 2.6951 | $66.82 | $180.08 |
DisclosureSEC source: 0000897077-17-000005 · wf-form5_148703284687547.xml · nonDerivative · entry 1 Etchart Eric · CIK 0001398352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,854.6951 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.