Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GRACO INCGGG · Entity 3440 | Director | October 01, 2026 | October 05, 2026 |
| ITT INC.ITT · Entity 8806 | Director | August 01, 2026 | August 04, 2026 |
| SMITH A O CORPAOS · Entity 3642 | Director · Executive Chairman | February 13, 2026 | February 17, 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.
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 | 8,703.7143 |
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 336.74 · Balance 8,703.7143 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.
ITT INC.
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 756 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Grant · Acquired 756 · Balance 756 F1: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2027 Annual Meeting of Shareholders.
SMITH A O CORP
Report date February 13, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,348 |
Ending reported balance
After 2026-02-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-13 · Exercise / conversion · Acquired 36,045 · Balance 136,692 F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date. Row 2 · 2026-02-13 · Tax withholding · Disposed 16,942 · Balance 119,750 F2: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units. Row 3 · 2026-02-13 · Grant · Acquired 8,598 · Balance 128,348 F3: Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-13 · Exercise / conversion · Disposed 36,045 · Balance 0 F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date. F4: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of Common Stock. This transaction represents the settlement of restricted stock units in shares of Common Stock on their scheduled vesting date.
F2: Shares withheld by A. O. Smith Corporation to satisfy tax withholding requirements on vesting of restricted stock units.
F3: Represents vesting of performance stock units at 150% of the target award amount and conversion to shares of A. O. Smith Corporation's Common Stock upon achievement of performance criteria for the 2023 - 2025 performance period.
F4: The restricted stock units were granted on 02/13/2023 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units became payable in Common Stock on the vesting date of 02/13/2026.
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 04, 2017 Filed May 5, 2017 16:59 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 13,600 | $54.39 | $739,708.08 |
DisclosureSEC source: 0000091142-17-000057 · edgar.xml · nonDerivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,748 Read SEC document |
| May 04, 2017 Filed May 5, 2017 16:59 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 8,000 | $10.78 | $86,232.00 |
DisclosureSEC source: 0000091142-17-000057 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,348 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 |
| May 04, 2017 Filed May 5, 2017 16:59 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 5,600 | $6.98 | $39,104.80 |
DisclosureSEC source: 0000091142-17-000057 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,348 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 13, 2017 Filed Feb 15, 2017 21:42 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 3,815 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000026 · edgar.xml · derivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,695 Underlying: Common Stock · 3,815 shares Expires not disclosed F2 · derivative.exercise_date: The restricted stock units were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2020. F2 · derivative.expiration_date: The restricted stock units were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2020. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:42 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 14,675 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000026 · edgar.xml · derivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Senor VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,595 Underlying: Common Stock · 14,675 shares Expires 2027-02-13 F1 · derivative.exercise_date: The employee stock options were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/13/2018. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:19 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 7,100 | $0.00 Strike: $49.86 | $0.00 |
DisclosureSEC source: 0000091142-17-000021 · edgar.xml · derivative · entry 3 Wheeler Kevin J. · CIK 0001566416 · Senior VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,880 Underlying: Common Stock · 7,100 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. F1 · derivative.exercise_date: 7,100 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 7,100 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 7,100 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 7,100 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 7,100 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 7,100 shares of Common Stock to the reporting person. F3 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for1, resulting in the reporting person's ownership of 8,990 additional Restricted Stock Units. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:19 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 2,026 | $49.86 | $101,016.36 |
DisclosureSEC source: 0000091142-17-000021 · edgar.xml · nonDerivative · entry 2 Wheeler Kevin J. · CIK 0001566416 · Senior VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,748 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:19 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 7,100 | $49.86 | $354,006.00 |
DisclosureSEC source: 0000091142-17-000021 · edgar.xml · nonDerivative · entry 1 Wheeler Kevin J. · CIK 0001566416 · Senior VP & President and GM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,774 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. F1 · shares: 7,100 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. 7,100 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 7,100 shares of Common Stock to the reporting person. F2 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for1, resulting in the reporting person's ownership of 5,837 additional shares of Common Stock. 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.