Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESCO TECHNOLOGIES INCESE · Entity 3711 | Director | July 17, 2026 | July 20, 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.
ESCO TECHNOLOGIES INC
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 8,140.824 |
Reported balance
After 2026-07-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 2.0441 · Balance 8,140.824 F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated.
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 16, 2021 Filed Apr 19, 2021 19:44 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 3.8299 | $109.66 | $419.99 |
DisclosureSEC source: 0001567619-21-008284 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,253.676 Underlying: Common Stock · 3.8299 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. A portion of the Common Stock Equivalents representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. A portion of the Common Stock Equivalents representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. A portion of the Common Stock Equivalents representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 21:55 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 3.9565 | $106.07 | $419.67 |
DisclosureSEC source: 0001567619-21-001250 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,249.8461 Underlying: Common Stock · 3.9565 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. A portion of the Common Stock Equivalents representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. A portion of the Common Stock Equivalents representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. A portion of the Common Stock Equivalents representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 07, 2021 Filed Jan 8, 2021 17:16 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 453.0627 | $110.36 | $50,000.00 |
DisclosureSEC source: 0001567619-21-000781 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,232.6702 Underlying: Common Stock · 453.0627 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 20:28 UTC Amendment | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 453.0627 | $110.36 | $50,000.00 |
DisclosureSEC source: 0001567619-21-000848 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,245.8896 Underlying: Common Stock · 453.0627 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F2 · balance_after: Originally reported incorrectly as 13,232.6702. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 20:17 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1,800 | $99.98 | $179,964.00 |
DisclosureSEC source: 0001567619-21-000206 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,792.8269 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 16:23 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 2.742 | $87.24 | $239.21 |
DisclosureSEC source: 0001567619-20-017908 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,992.8269 Underlying: Common Stock · 2.742 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| July 16, 2020 Filed Jul 17, 2020 20:15 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 2.7537 | $86.79 | $238.99 |
DisclosureSEC source: 0001567619-20-013427 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,990.0849 Underlying: Common Stock · 2.7537 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| April 17, 2020 Filed Apr 20, 2020 18:22 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 3.1098 | $76.77 | $238.74 |
DisclosureSEC source: 0001567619-20-008161 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,987.3312 Underlying: Common Stock · 3.1098 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 18:20 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 2.4097 | $98.99 | $238.54 |
DisclosureSEC source: 0001567619-20-001280 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,984.2214 Underlying: Common Stock · 2.4097 shares Expires not disclosed F1 · derivative.exercise_price: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Common Stock Equivalents issued in lieu of cash dividends on the Common Stock Equivalents held by the director on the record date. Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 17:28 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 521.8117 | $95.82 | $50,000.00 |
DisclosureSEC source: 0001567619-20-000747 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,981.8117 Underlying: Common Stock · 521.8117 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 20:09 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 1,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000287 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 Underlying: Common Stock · 1,929 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 15:10 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantCommon Stock Equivalents · Derivative | 531 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022062 · doc1.xml · derivative · entry 1 Valdez Gloria L · CIK 0001794684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531 Underlying: Common Stock · 531 shares Expires not disclosed F1 · derivative.exercise_price: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may designate. F1 · derivative.exercise_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may designate. F1 · derivative.expiration_date: Each Common Stock Equivalent is the economic equivalent of one share of common stock. The Common Stock Equivalents become payable in common stock upon or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may designate. 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.