Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ferguson (Jersey) LtdFERG · Entity 88409 | Director | June 18, 2024 | June 20, 2024 |
| Ferguson Enterprises Inc. /DE/FERG · Entity 3061 | Director | October 06, 2026 | October 13, 2026 |
| PATTERSON COMPANIES, INC.PDCO · Entity 80730 | CHRO | October 10, 2017 | October 11, 2017 |
| PENTAIR plcPNR · Entity 3537 | EVP & Chief HR Officer | May 03, 2021 | May 05, 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.
Ferguson (Jersey) Ltd
Report date June 18, 2024 · Filed June 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,068 |
Reported balance
After 2024-06-18 transaction · row 1
1 source rowRow 1 · 2024-06-18 · Purchase · Acquired 247 · Balance 2,068 |
Ferguson Enterprises Inc. /DE/
Report date October 06, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,967.4624 |
Ending reported balance
After 2026-10-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-06 · Grant · Acquired 3.996 · Balance 3,965.9949 F1: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Row 2 · 2026-10-07 · Grant · Acquired 1.4675 · Balance 3,967.4624 F1: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported.
PATTERSON COMPANIES, INC.
Report date October 10, 2017 · Filed October 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,298 |
Reported balance
After 2017-10-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-10-10 · Grant · Acquired 105 · Balance 16,298 F1: Represents shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan. F2: Includes 10,693 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 award vests as follows: 351 shares vest each year 7/1/2018 through 7/1/2021. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $47.51 · Expires 2027-07-01 | Direct | 11,148 |
Reported balance
Holding disclosure · report date 2017-10-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 11,148 F3: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 7/1/2017. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $48.47 · Expires 2026-07-01 | Direct | 10,379 |
Reported balance
Holding disclosure · report date 2017-10-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,379 F4: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 7/1/2016. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $49.52 · Expires 2026-02-01 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2017-10-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 25,000 F5: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 2/1/2016. F6: This stock option becomes exercisable as follows: 25% on 2/1/2019, 25% on 2/1/2020 and 50% on 2/1/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan.
F2: Includes 10,693 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 award vests as follows: 351 shares vest each year 7/1/2018 through 7/1/2021.
F3: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 7/1/2017.
F4: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 7/1/2016.
F5: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 2/1/2016.
F6: This stock option becomes exercisable as follows: 25% on 2/1/2019, 25% on 2/1/2020 and 50% on 2/1/2021.
PENTAIR plc
Report date May 03, 2021 · Filed May 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 8,158.7648 |
Reported balance
After 2021-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-03 · Tax withholding · Disposed 257 · Balance 8,158.7648 F1: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 26,364.313 |
Reported balance
Holding disclosure · report date 2021-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,364.313 F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Deferral PlanSEC Table I · non-derivative | IndirectPlan Agent | 542.517 |
Reported balance
Holding disclosure · report date 2021-05-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 542.517 F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4: Pentair common shares will be delivered to the reporting person in accordance with their irrevocable deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c).
F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F4: Pentair common shares will be delivered to the reporting person in accordance with their irrevocable deferral election.
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 |
|---|---|---|---|---|---|---|
| October 07, 2026 Filed Oct 13, 2026 20:14 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1.4675 | $221.65 | $325.27 |
DisclosureSEC source: 0001665282-26-000006 · wk-form4_1791922455.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,967.4624 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| October 06, 2026 Filed Oct 13, 2026 20:14 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 3.996 | $225.60 | $901.50 |
DisclosureSEC source: 0001665282-26-000006 · wk-form4_1791922455.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,965.9949 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| July 09, 2026 Filed Jul 14, 2026 20:19 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 4.005 | $224.20 | $897.92 |
DisclosureSEC source: 0001665282-26-000005 · wk-form4_1784060386.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,961.9989 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| July 08, 2026 Filed Jul 14, 2026 20:19 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1.4685 | $220.62 | $323.98 |
DisclosureSEC source: 0001665282-26-000005 · wk-form4_1784060386.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,957.9939 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| May 06, 2026 Filed May 8, 2026 14:35 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0001665282-26-000004 · wk-form4_1778250928.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,956.5254 F1 · shares: The RSUs have a vesting date of the Issuer's next annual meeting of stockholders subject to the reporting person's continued service through such date. F2 · shares: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:39 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001665282-26-000003 · wk-form4_1777927138.xml · nonDerivative · entry 3 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,205.5254 F2 · shares: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:39 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1.2268 | $263.18 | $322.87 |
DisclosureSEC source: 0001665282-26-000003 · wk-form4_1777927138.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,203.5254 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| April 29, 2026 Filed May 4, 2026 20:39 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 3.502 | $255.52 | $894.83 |
DisclosureSEC source: 0001665282-26-000003 · wk-form4_1777927138.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202.2986 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 21:37 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1.2242 | $262.85 | $321.78 |
DisclosureSEC source: 0001665282-26-000002 · wk-form4_1772660250.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,198.7966 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| February 26, 2026 Filed Mar 4, 2026 21:37 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 3.412 | $261.37 | $891.79 |
DisclosureSEC source: 0001665282-26-000002 · wk-form4_1772660250.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,197.5724 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 19:31 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001665282-25-000010 · wk-form4_1765567901.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,194.1604 F1 · shares: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan. F2 · shares: The RSUs have a vesting date of the Issuer's next annual meeting of stockholders subject to the reporting person's continued service through such date. Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 14:34 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001665282-25-000009 · wk-form4_1764945263.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,863.1604 F1 · shares: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 12:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1.2314 | $242.60 | $298.74 |
DisclosureSEC source: 0001665282-25-000007 · wk-form4_1763036330.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,848.1604 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| August 06, 2025 Filed Aug 12, 2025 20:22 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1.3232 | $224.94 | $297.64 |
DisclosureSEC source: 0001665282-25-000005 · wk-form4_1755030137.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,846.929 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| May 06, 2025 Filed May 12, 2025 20:28 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 6.6058 | $169.64 | $1,120.61 |
DisclosureSEC source: 0001127602-25-013973 · form4.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,845.6058 F1 · kind: These shares were acquired through exempt dividend reinvestment transactions and are being voluntarily reported. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:17 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029344 · form4.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,839 F1 · shares: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan. F2 · shares: The RSUs have a vesting date of the Issuer's next annual meeting of stockholders subject to the reporting person's continued service through such date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:55 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 162 | $222.84 | $36,100.08 |
DisclosureSEC source: 0001127602-24-028859 · form4.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,916 Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:55 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028859 · form4.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,078 F1 · shares: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 20:30 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | PurchaseOrdinary Shares | 247 | $202.48 | $50,012.83 |
DisclosureSEC source: 0000950170-24-075629 · ownership.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,068 Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:15 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-029269 · ownership.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,821 F1 · shares: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. F1 · price: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:15 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Disposition to issuerOrdinary Shares | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-029269 · ownership.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,114 F1 · shares: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. F1 · price: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. Read SEC document |
| October 12, 2023 Filed Oct 16, 2023 21:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-053573 · ownership.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,821 F1 · shares: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Non-Employee Director Incentive Plan 2022. F2 · shares: The RSUs are scheduled to vest on October 12, 2024, subject to the reporting person's continued service through such date. F1 · price: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Non-Employee Director Incentive Plan 2022. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Tax withholdingOrdinary Shares | 129 | $164.50 | $21,220.50 |
DisclosureSEC source: 0000899243-23-019896 · doc4.xml · nonDerivative · entry 2 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,114 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-019896 · doc4.xml · nonDerivative · entry 1 Baker Kelly A · CIK 0001665282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,243 F1 · shares: Represents Ordinary Shares received as dividend equivalents upon vesting of Restricted Stock Units. F1 · price: Represents Ordinary Shares received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| May 03, 2021 Filed May 5, 2021 21:06 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 257 | $65.35 | $16,794.95 |
DisclosureSEC source: 0001567619-21-009130 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,158.7648 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:42 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 2,271 | $54.82 | $124,496.22 |
DisclosureSEC source: 0001567619-21-004268 · doc1.xml · nonDerivative · entry 2 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,659.8144 F3 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:42 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 6,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004268 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,930.8144 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2020. The Compensation Committee certified the achievement of the performance goals on February 15, 2021. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:22 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 14,041 | $0.00 Strike: $51.53 | $0.00 |
DisclosureSEC source: 0001567619-21-000650 · doc1.xml · derivative · entry 4 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,041 Underlying: Common Shares · 14,041 shares Expires 2031-01-04 F7 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F8 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:22 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 928 | $51.53 | $47,819.84 |
DisclosureSEC source: 0001567619-21-000650 · doc1.xml · nonDerivative · entry 2 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,269.2824 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:22 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000650 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,270 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:05 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 257 | $34.48 | $8,861.36 |
DisclosureSEC source: 0001567619-20-009150 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,767.985 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:41 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 15,076 | $0.00 Strike: $46.42 | $0.00 |
DisclosureSEC source: 0001567619-20-000635 · doc1.xml · derivative · entry 4 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,076 Underlying: Common Shares · 15,076 shares Expires 2030-01-02 F6 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:41 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 501 | $46.42 | $23,256.42 |
DisclosureSEC source: 0001567619-20-000635 · doc1.xml · nonDerivative · entry 2 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:41 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000635 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,137 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 02, 2019 Filed May 6, 2019 21:18 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 257 | $38.99 | $10,020.43 |
DisclosureSEC source: 0001567619-19-009888 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:37 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 16,777 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001567619-19-000560 · doc1.xml · derivative · entry 2 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,777 Underlying: Common Shares · 16,777 shares Expires 2029-01-02 F2 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F3 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:37 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000560 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,091 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:26 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 11,450 | $0.00 Strike: $45.42 | $0.00 |
DisclosureSEC source: 0001140361-18-021819 · doc1.xml · derivative · entry 2 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,450 Underlying: Common Shares · 11,450 shares Expires 2028-05-02 F3 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F4 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:26 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021819 · doc1.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,285 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: The number of restricted stock units was adjusted to increase by 6,520 shares in connection with the spin-off of nVent Electric plc from Pentair plc on April 30, 2018 pursuant to the anti-dilution provisions of the Pentair plc 2012 Stock and Incentive Plan. Read SEC document |
| October 10, 2017 Filed Oct 11, 2017 09:45 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 105 | $32.85 | $3,449.51 |
DisclosureSEC source: 0001209191-17-056589 · doc4.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,298 F1 · kind: Represents shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan. F2 · balance_after: Includes 10,693 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 award vests as follows: 351 shares vest each year 7/1/2018 through 7/1/2021. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:59 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantEmployee Stock Option · Derivative | 11,148 | $47.51 Strike: $47.51 | $529,641.48 |
DisclosureSEC source: 0001209191-17-043965 · doc4.xml · derivative · entry 4 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,148 Underlying: Common Stock · 11,148 shares Expires 2027-07-01 F5 · kind: Stock option granted pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan on 7/1/2017. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:59 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 2,104 | $47.51 | $99,961.04 |
DisclosureSEC source: 0001209191-17-043965 · doc4.xml · nonDerivative · entry 3 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,193 F4 · kind: Represents RSU's awarded on 7/1/2017 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. The award vests in 5 equal annual installments commencing on the one year anniversary of the date of grant and each anniversary thereafter. F2 · balance_after: Includes 10,693 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 award vests as follows: 351 shares vest each year 7/1/2018 through 7/1/2021. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:59 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 95 | $36.17 | $3,435.91 |
DisclosureSEC source: 0001209191-17-043965 · doc4.xml · nonDerivative · entry 2 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,089 F3 · kind: Represents shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan. F2 · balance_after: Includes 10,693 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 award vests as follows: 351 shares vest each year 7/1/2018 through 7/1/2021. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 15:59 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | Tax withholdingCommon Stock | 118 | $47.51 | $5,606.18 |
DisclosureSEC source: 0001209191-17-043965 · doc4.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,994 F1 · kind: Represents shares of common stock withheld for payment of taxes incurred upon the lapse of restrictions on restricted stock units issued pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. F2 · balance_after: Includes 10,693 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 award vests as follows: 351 shares vest each year 7/1/2018 through 7/1/2021. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 16:05 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 95 | $36.17 | $3,435.91 |
DisclosureSEC source: 0001209191-17-026410 · doc4.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,112 F1 · kind: Represents shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan. F2 · balance_after: Includes 11,043 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 RSUs vest cumulatively in 5 equal annual installments commencing on the one year anniversary of the date of grant and each anniversary thereafter. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 15:50 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | Tax withholdingCommon Stock | 1,671 | $41.92 | $70,048.32 |
DisclosureSEC source: 0001209191-17-007546 · doc4.xml · nonDerivative · entry 1 BAKER KELLY A · CIK 0001665282 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,017 F1 · kind: Represents shares of common stock withheld for payment of taxes incurred upon the lapse of restrictions on restricted stock units issued pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. F2 · balance_after: Includes 11,043 Restricted Stock Units ("RSUs") awarded on 2/1/2016 and 7/1/2016 to Reporting Person pursuant to the Patterson Companies, Inc. 2015 Omnibus Incentive Plan. Each RSU represents a right, contingent upon continued employment, to receive one share of common stock. The 2/1/2016 award vests as follows: 4,645 shares vest 2/1/2018 and 4,644 shares vest 2/1/2019. The 7/1/2016 RSUs vest cumulatively in 5 equal annual installments commencing on the one year anniversary of the date of grant and each anniversary thereafter. 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.