Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Snap-on IncSNA · Entity 3268 | Sr VP & Pres - Tools | July 28, 2026 | July 28, 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.
Snap-on Inc
Report date July 28, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,223.0001 |
Ending reported balance
After 2026-07-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-28 · Exercise / conversion · Acquired 9,111 · Balance 30,334.0001 F1: The option was exercised and the underlying shares were sold pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026. Row 2 · 2026-07-28 · Sale · Disposed 9,091 · Balance 21,243.0001 F1: The option was exercised and the underlying shares were sold pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026. F2: This transaction was executed in multiple trades at prices ranging from $419.00 to $419.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Row 3 · 2026-07-28 · Sale · Disposed 20 · Balance 21,223.0001 F1: The option was exercised and the underlying shares were sold pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $168.70 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2026-07-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-28 · Exercise / conversion · Disposed 9,111 · Balance 0 F1: The option was exercised and the underlying shares were sold pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026. F4: Exercise of Rule 16b-3 stock option pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026. F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $161.18 · Expires 2028-02-15 | Direct | 7,594 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,594 F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $155.92 · Expires 2029-02-14 | Direct | 12,000 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 12,000 F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $155.34 · Expires 2030-02-13 | Direct | 13,500 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 13,500 F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $189.89 · Expires 2031-02-11 | Direct | 9,672 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 9,672 F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.67 · Expires 2032-02-10 | Direct | 8,003 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 8,003 F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $249.26 · Expires 2033-02-09 | Direct | 5,830 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 5,830 F3: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $269.00 · Expires 2034-02-15 | Direct | 5,463 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 5,463 F5: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $339.73 · Expires 2035-02-13 | Direct | 4,273 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 4,273 F5: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $378.55 · Expires 2036-02-12 | Direct | 4,103 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 4,103 F5: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15 | Direct | 1,178 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 1,178 F6: 1 for 1. F7: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-13 | Direct | 999 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 999 F6: 1 for 1. F7: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-02-12 | Direct | 988 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 988 F6: 1 for 1. F7: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 2,357 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 2,357 F6: 1 for 1. F8: If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 1,999 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 1,999 F6: 1 for 1. F9: If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 1,975 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 1,975 F6: 1 for 1. F10: If the Company achieves certain goals over the 2026-2028 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was exercised and the underlying shares were sold pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026.
F2: This transaction was executed in multiple trades at prices ranging from $419.00 to $419.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.
F3: Option fully vested.
F4: Exercise of Rule 16b-3 stock option pursuant to a Rule 10b5-1 Plan, which was adopted on February 27, 2026.
F5: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column.
F6: 1 for 1.
F7: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment.
F8: If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
F9: If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
F10: If the Company achieves certain goals over the 2026-2028 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
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 |
|---|---|---|---|---|---|---|
| December 28, 2019 Filed Dec 31, 2019 00:14 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-035972 · form4.xml · nonDerivative · entry 1 Chambers Timothy L · CIK 0001768384 · Sr VP & Pres - Tools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,825.0018 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 · kind: The restricted stock units were earned based on Company performance during fiscal 2017 and vested in one installment based on continued employment through the end of fiscal 2019. F1 · price: The restricted stock units were earned based on Company performance during fiscal 2017 and vested in one installment based on continued employment through the end of fiscal 2019. F2 · balance_after: Includes 2.4959 shares acquired under a dividend reinvestment plan. 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.