Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMCOR Group, Inc.EME · Entity 3131 | Director | June 04, 2026 | June 05, 2026 |
| REGAL REXNORD CORPRRX · Entity 2107 | Director | July 14, 2026 | July 16, 2026 |
| Zurn Elkay Water Solutions CorpRXN · Entity 3659 | Director | February 16, 2021 | February 18, 2021 |
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.
EMCOR Group, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,370 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 230 · Balance 6,370 F1: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F2: Includes shares issuable in respect of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person.
F2: Includes shares issuable in respect of RSUs.
REGAL REXNORD CORP
Report date July 14, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,504.631 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 1.53 · Balance 5,504.631 F1: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable.
Zurn Elkay Water Solutions Corp
Report date February 16, 2021 · Filed February 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,582 |
Reported balance
After 2021-02-16 transaction · row 1
1 source rowRow 1 · 2021-02-16 · Grant · Acquired 4,546 · Balance 31,582 F1: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.
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, 2020 Filed May 6, 2020 22:22 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 5,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-20-000068 · wf-form4_158880371320338.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,036 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. Read SEC document |
| April 30, 2020 Filed May 1, 2020 19:09 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000086 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,612 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 30, 2020. The RSUs issued on April 30, 2020 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 21:37 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-20-000037 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,609 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 31, 2020. The RSUs issued on January 31, 2020 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| October 30, 2019 Filed Oct 31, 2019 21:03 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000209 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,606 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on October 30, 2019. The RSUs issued on October 30, 2019 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 20:38 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000172 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,604 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on July 30, 2019. The RSUs issued on July 30, 2019 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| May 30, 2019 Filed May 31, 2019 20:29 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 2,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000133 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,601 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:36 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 4,728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-19-000056 · wf-form4_155795978941568.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,941 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. Read SEC document |
| April 30, 2019 Filed May 1, 2019 19:07 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000093 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on April 30, 2019. The RSUs issued on April 30, 2019 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 19:41 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-19-000036 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,389 F1 · shares: Represents restricted stock units ("RSUs") issued in respect of already outstanding RSUs as a consequence of a dividend paid on the Company's common stock on January 30, 2019. The RSUs issued on January 30, 2019 are subject to the same vesting and forfeiture provisions as the RSUs in respect of which they have been issued. F2 · balance_after: Includes shares issuable in respect of RSUs. Read SEC document |
| December 13, 2018 Filed Dec 14, 2018 14:59 UTC | EMCOR Group, Inc. EME · Entity 3131 | GrantCommon Stock | 1,388 | $0.00 | $0.00 |
DisclosureSEC source: 0000105634-18-000233 · edgar.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388 F1 · shares: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F2 · balance_after: Shares issuable in respect of RSUs. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:22 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 3,805 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-18-000062 · wf-form4_152771530945173.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,213 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. Read SEC document |
| May 19, 2017 Filed May 23, 2017 15:40 UTC | Zurn Elkay Water Solutions Corp RXN · Entity 3659 | GrantCommon Stock | 4,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-17-000075 · wf-form4_149555402393841.xml · nonDerivative · entry 1 Walker-Lee Robin A · CIK 0001483329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,408 F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. 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.