Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMETEK INC/AME · Entity 3025 | Director | March 18, 2026 | March 18, 2026 |
| JELD-WEN Holding, Inc.JELD · Entity 6378 | Director | May 03, 2023 | May 05, 2023 |
| WATTS WATER TECHNOLOGIES INCWTS · Entity 44 | Director | August 03, 2026 | August 04, 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.
AMETEK INC/
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,030 |
Reported balance
After 2026-03-18 transaction · row 1
1 source rowRow 1 · 2026-03-18 · Grant · Acquired 950 · Balance 5,030 F1: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan.
JELD-WEN Holding, Inc.
Report date May 03, 2023 · Filed May 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,365 |
Reported balance
After 2023-05-03 transaction · row 1
1 source rowRow 1 · 2023-05-03 · Grant · Acquired 11,895 · Balance 42,365 F1: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 3, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 3, 2024.
WATTS WATER TECHNOLOGIES INC
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 807 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 456 · Balance 807 F1: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $160,000 by the closing stock price on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $160,000 by the closing stock price on the grant date.
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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 4, 2026 19:04 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006919 · doc4.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 807 F1 · shares: Represents the annual grant of a stock award to the Reporting Person as a non-employee director of the Issuer at the Issuer's first quarterly board meeting following the Annual Meeting of Stockholders. The number of shares awarded is determined by dividing $160,000 by the closing stock price on the grant date. Read SEC document |
| March 18, 2026 Filed Mar 18, 2026 21:21 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 950 | $212.77 | $202,131.50 |
DisclosureSEC source: 0001037868-26-000081 · wk-form4_1773868916.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,030 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| November 09, 2025 Filed Nov 10, 2025 21:57 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009062 · doc4.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351 F1 · shares: The number of shares is based on the Reporting Person's election date and represents a prorated portion of the annual grant of Class A common stock awarded to non-employee members of the Issuer's Board of Directors in accordance with the Issuer's compensation arrangements for non-employee directors. Read SEC document |
| March 18, 2025 Filed Mar 18, 2025 21:11 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,030 | $176.08 | $181,362.40 |
DisclosureSEC source: 0001127602-25-009825 · form4.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,080 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 20:12 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,030 | $181.93 | $187,387.90 |
DisclosureSEC source: 0001127602-24-010776 · form4.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,050 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:50 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 11,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-23-000100 · wf-form4_168331983321136.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,365 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 3, 2024. Read SEC document |
| March 22, 2023 Filed Mar 23, 2023 12:49 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,210 | $138.46 | $167,536.60 |
DisclosureSEC source: 0001127602-23-011080 · form4.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,020 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 16:39 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 810 | $125.38 | $101,557.80 |
DisclosureSEC source: 0001127602-22-020528 · form4.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| April 28, 2022 Filed May 2, 2022 21:03 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 6,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-22-000080 · wf-form4_165152534293104.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,470 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on April 28, 2023. Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 22:05 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 4,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-21-000061 · wf-form4_161982030788577.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,014 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on April 29, 2022. Read SEC document |
| May 07, 2020 Filed May 11, 2020 20:52 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 9,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-20-000053 · wf-form4_158923033856236.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,681 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 7, 2021. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:29 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 5,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-19-000052 · wf-form4_155777937171582.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,957 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on the earlier of May 9, 2020 or the 2020 Annual Meeting of Shareholders. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 20:20 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 758 | $19.78 | $14,993.24 |
DisclosureSEC source: 0001674335-19-000029 · wf-form4_155665561288769.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,224 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on April 26, 2018. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 22:38 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 3,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-18-000053 · wf-form4_152512790652905.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,982 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on April 26, 2019. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 23:10 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-17-000042 · wf-form4_150957782379439.xml · nonDerivative · entry 1 Stefany Suzanne · CIK 0001721346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on October 31, 2018. 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.