Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | Director | July 24, 2023 | July 26, 2023 |
| TE Connectivity plcTEL · Entity 3004 | Director · EVP & Chief Financial Officer | December 18, 2025 | December 19, 2025 |
| Veralto CorpVLTO · Entity 3203 | Director | July 24, 2026 | July 29, 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.
COLUMBUS MCKINNON CORP
Report date July 24, 2023 · Filed July 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,119 |
Reported balance
After 2023-07-24 transaction · row 1
1 source rowRow 1 · 2023-07-24 · Grant · Acquired 3,168 · Balance 32,119 F1: Represents shares granted to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated June 5, 2019, and further amended effective April 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares granted to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated June 5, 2019, and further amended effective April 1, 2021.
TE Connectivity plc
Report date December 18, 2025 · Filed December 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 26,854.29 |
Ending reported balance
After 2025-12-19 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-12-18 · Sale · Disposed 936 · Balance 38,456.04 F1: This sale was effected pursuant to a Rule 10b5-l trading plan adopted by the Reporting Person on August 21, 2025. F2: The reported price is the weighted average price for the transactions on December 18, 2025. The range of prices for the transactions is from $226.96 to $227.00 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Row 2 · 2025-12-18 · Sale · Disposed 2,095 · Balance 36,361.04 F1: This sale was effected pursuant to a Rule 10b5-l trading plan adopted by the Reporting Person on August 21, 2025. F3: The reported price is the weighted average price for the transactions on December 18, 2025. The range of prices for the transactions is from $225.89 to $226.77 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Row 3 · 2025-12-18 · Sale · Disposed 3,238 · Balance 33,123.04 F1: This sale was effected pursuant to a Rule 10b5-l trading plan adopted by the Reporting Person on August 21, 2025. F4: The reported price is the weighted average price for the transactions on December 18, 2025. The range of prices for the transactions is from $224.87 to $225.855 per share. Information regarding the number of shares sold at each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Row 4 · 2025-12-19 · Sale · Disposed 1,979.75 · Balance 31,143.29 F1: This sale was effected pursuant to a Rule 10b5-l trading plan adopted by the Reporting Person on August 21, 2025. F5: The reported price is the weighted average price for the transactions on December 19, 2025. The range of prices for the transactions is from $227.19 to $227.84 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Row 5 · 2025-12-19 · Sale · Disposed 4,289 · Balance 26,854.29 F1: This sale was effected pursuant to a Rule 10b5-l trading plan adopted by the Reporting Person on August 21, 2025. F6: The reported price is the weighted average price for the transactions on December 19, 2025. The range of prices for the transactions is from $226.09 to $227.04 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-l trading plan adopted by the Reporting Person on August 21, 2025.
F2: The reported price is the weighted average price for the transactions on December 18, 2025. The range of prices for the transactions is from $226.96 to $227.00 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.
F3: The reported price is the weighted average price for the transactions on December 18, 2025. The range of prices for the transactions is from $225.89 to $226.77 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.
F4: The reported price is the weighted average price for the transactions on December 18, 2025. The range of prices for the transactions is from $224.87 to $225.855 per share. Information regarding the number of shares sold at each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.
F5: The reported price is the weighted average price for the transactions on December 19, 2025. The range of prices for the transactions is from $227.19 to $227.84 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.
F6: The reported price is the weighted average price for the transactions on December 19, 2025. The range of prices for the transactions is from $226.09 to $227.04 per share. Information regarding the number of shares soldat each separate price will be provided upon request to the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.
Veralto Corp
Report date July 24, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Veralto Non-Employee Directors' Deferred Compensation PlanSEC Table II · derivative / convertible security | Direct | 154 |
Reported balance
After 2026-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 154 · Balance 154 F1: Represents a quarterly contribution by Veralto Corporation (the "Company" or "Veralto") to the Veralto stock fund in the reporting person's account under the Veralto Corporation Non-Employee Directors' Deferred Compensation Plan (the "Non-Employee Director DCP"), which became effective on May 13, 2026, and effectuated on July 24, 2026 by the plan administrator. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Veralto common stock as of July 24, 2026. Amounts reflect rounding to the nearest whole share. F2: Each notional share converts on a one-for-one basis. F3: The vesting terms and manner and form of the distribution of amounts contributed or deferred under the program are based upon provisions of the Non-Employee Director DCP and the reporting person's elections pursuant thereto, which provisions are summarized in the Company's annual meeting proxy statement on Schedule 14A as filed with the Securities and Exchange Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a quarterly contribution by Veralto Corporation (the "Company" or "Veralto") to the Veralto stock fund in the reporting person's account under the Veralto Corporation Non-Employee Directors' Deferred Compensation Plan (the "Non-Employee Director DCP"), which became effective on May 13, 2026, and effectuated on July 24, 2026 by the plan administrator. The Company contributions are deemed to be invested in a number of unfunded, notional shares of Veralto common stock as of July 24, 2026. Amounts reflect rounding to the nearest whole share.
F2: Each notional share converts on a one-for-one basis.
F3: The vesting terms and manner and form of the distribution of amounts contributed or deferred under the program are based upon provisions of the Non-Employee Director DCP and the reporting person's elections pursuant thereto, which provisions are summarized in the Company's annual meeting proxy statement on Schedule 14A as filed with the Securities and Exchange Commission.
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 |
|---|---|---|---|---|---|---|
| June 09, 2017 Filed Jun 13, 2017 14:32 UTC | TE Connectivity plc TEL · Entity 3004 | GrantRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011163 · doc4.xml · derivative · entry 1 MITTS HEATH A · CIK 0001339142 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,822 Underlying: Common Shares · 390 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.exercise_date: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.expiration_date: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:23 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1.2112 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000114 · wf-form4_149503817325463.xml · derivative · entry 3 MITTS HEATH A · CIK 0001339142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762.6558 Underlying: Common Stock · 761.4446 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:23 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 2.4223 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000114 · wf-form4_149503817325463.xml · derivative · entry 2 MITTS HEATH A · CIK 0001339142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510.6542 Underlying: Common Stock · 1,508.2319 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 12:40 UTC | TE Connectivity plc TEL · Entity 3004 | GrantRestricted Stock Units · Derivative | 382 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006182 · doc4.xml · derivative · entry 1 MITTS HEATH A · CIK 0001339142 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,432 Underlying: Common Shares · 382 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.exercise_date: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.expiration_date: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:32 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1.1074 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000051 · wf-form4_148780271487514.xml · derivative · entry 3 MITTS HEATH A · CIK 0001339142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761.4446 Underlying: Common Stock · 760.3372 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:32 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 2.2148 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000051 · wf-form4_148780271487514.xml · derivative · entry 2 MITTS HEATH A · CIK 0001339142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508.2319 Underlying: Common Stock · 1,506.0171 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 14:13 UTC | TE Connectivity plc TEL · Entity 3004 | GrantRestricted Stock Units · Derivative | 400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043021 · doc4.xml · derivative · entry 1 MITTS HEATH A · CIK 0001339142 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,050 Underlying: Common Shares · 400 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · kind: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.exercise_date: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.expiration_date: Restricted stock units issued as dividend equivalents on occurrence of payment to Issuer's shareholders. Subject to acceleration upon certain events, the restricted stock units vest in four equal installments, receive dividend equivalent stock units and convert to common shares upon vesting. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:55 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 1.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000522 · wf-form4_147985528975505.xml · derivative · entry 3 MITTS HEATH A · CIK 0001339142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760.3372 Underlying: Common Stock · 759.0882 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:55 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Unit · Derivative | 2.498 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000522 · wf-form4_147985528975505.xml · derivative · entry 2 MITTS HEATH A · CIK 0001339142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506.0171 Underlying: Common Stock · 1,503.5191 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:56 UTC | TE Connectivity plc TEL · Entity 3004 | GrantStock Option (Right to Buy) · Derivative | 79,100 | $0.00 Strike: $66.74 | $0.00 |
DisclosureSEC source: 0001225208-16-041861 · doc4.xml · derivative · entry 1 MITTS HEATH A · CIK 0001339142 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,100 Underlying: Common Shares · 79,100 shares Expires 2026-11-14 F1 · derivative.exercise_date: Subject to acceleration upon certain events, the options become exercisable in four equal installments on each of the first, second, third and fourth anniversary of the grant date. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 16:47 UTC | TE Connectivity plc TEL · Entity 3004 | GrantRestricted Stock Units · Derivative | 76,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039364 · doc4.xml · derivative · entry 1 MITTS HEATH A · CIK 0001339142 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,650 Underlying: Common Shares · 76,650 shares Expires not disclosed F1 · derivative.exercise_price: Conversion is 1-for-1. F2 · derivative.exercise_date: Subject to acceleration upon certain events, the restricted stock units vest in equal installments on each of the first, second, third and fourth anniversary of the grant date, receive dividend equivalent stock units and convert to common shares upon vesting. F2 · derivative.expiration_date: Subject to acceleration upon certain events, the restricted stock units vest in equal installments on each of the first, second, third and fourth anniversary of the grant date, receive dividend equivalent stock units and convert to common shares upon vesting. 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.