Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Air Products & Chemicals, Inc.APD · Entity 2983 | VP, Controller & PAO | December 04, 2023 | December 05, 2023 |
| QUAKER CHEMICAL CORPKWR · Entity 4278 | VP, Chief Accounting Officer | March 15, 2025 | March 18, 2025 |
| RESIDEO TECHNOLOGIES, INC.REZI · Entity 1292 | Chief Accounting Officer | July 07, 2026 | July 09, 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.
Air Products & Chemicals, Inc.
Report date December 04, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,270 |
Ending reported balance
After 2023-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-04 · Tax withholding · Disposed 43 · Balance 1,377 Row 2 · 2023-12-05 · Sale · Disposed 107 · Balance 1,270 |
| Common StockSEC Table I · non-derivative | IndirectBy RSP | 70 |
Reported balance
After 2023-12-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-12-05 · Other · Acquired 14 · Balance 70 F1: Not applicable to this security |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable to this security
QUAKER CHEMICAL CORP
Report date March 15, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 453 |
Ending reported balance
After 2025-03-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-03-15 · Exercise / conversion · Acquired 109 · Balance 483 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2025-03-15 · Other · Acquired 1 · Balance 484 F2: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock. Row 3 · 2025-03-15 · Tax withholding · Disposed 31 · Balance 453 F3: Shares surrendered by reporting person to satisfy withholding tax obligation upon partial vesting of restricted stock units granted on March 15, 2024 under the Company's Long-Term Performance Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 220 |
Reported balance
After 2025-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-03-15 · Exercise / conversion · Disposed 109 · Balance 220 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On March 15, 2024, the reporting person was granted 329 time-based restricted stock units, vesting in three annual installments beginning on March 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 513 |
Reported balance
After 2025-03-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-03-15 · Grant · Acquired 513 · Balance 513 F5: Time-based restricted stock units granted under the Company's Long-Term Performance Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of KWR common stock. F6: The restricted stock units vest in three annual installments beginning on March 15, 2026. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Expires 2025-03-15 | Direct | 0 |
Reported balance
After 2025-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-03-15 · Other · Disposed 1 · Balance 0 F2: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock.
F3: Shares surrendered by reporting person to satisfy withholding tax obligation upon partial vesting of restricted stock units granted on March 15, 2024 under the Company's Long-Term Performance Incentive Plan.
F4: On March 15, 2024, the reporting person was granted 329 time-based restricted stock units, vesting in three annual installments beginning on March 15, 2025.
F5: Time-based restricted stock units granted under the Company's Long-Term Performance Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of KWR common stock.
F6: The restricted stock units vest in three annual installments beginning on March 15, 2026. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock.
RESIDEO TECHNOLOGIES, INC.
Report date July 07, 2026 · Filed July 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,332 |
Reported balance
After 2026-07-07 transaction · row 1
1 source rowRow 1 · 2026-07-07 · Tax withholding · Disposed 2,466 · Balance 36,332 |
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 |
|---|---|---|---|---|---|---|
| July 07, 2026 Filed Jul 9, 2026 20:18 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 2,466 | $32.14 | $79,257.24 |
DisclosureSEC source: 0001924966-26-000003 · form4-07092026_080717.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,332 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 11:00 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 11,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001924966-26-000001 · form4-02182026_060213.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,798 Read SEC document |
| July 21, 2025 Filed Jul 23, 2025 20:16 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 26,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020184 · form4-07232025_080729.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,970 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:16 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | GrantRestricted Stock Units · Derivative | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0000081362-25-000037 · wk-form4_1742336211.xml · derivative · entry 6 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 513 Underlying: Common Stock · 513 shares Expires not disclosed F5 · derivative.exercise_price: Time-based restricted stock units granted under the Company's Long-Term Performance Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of KWR common stock. F6 · shares: The restricted stock units vest in three annual installments beginning on March 15, 2026. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. F6 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on March 15, 2026. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. F6 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on March 15, 2026. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:16 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | OtherDividend Equivalent Rights · Derivative | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000081362-25-000037 · wk-form4_1742336211.xml · derivative · entry 5 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1 shares Expires 2025-03-15 F2 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock. F2 · price: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:16 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionRestricted Stock Units · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0000081362-25-000037 · wk-form4_1742336211.xml · derivative · entry 4 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220 Underlying: Common Stock · 109 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 15, 2024, the reporting person was granted 329 time-based restricted stock units, vesting in three annual installments beginning on March 15, 2025. F4 · derivative.expiration_date: On March 15, 2024, the reporting person was granted 329 time-based restricted stock units, vesting in three annual installments beginning on March 15, 2025. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:16 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 31 | $128.47 | $3,982.57 |
DisclosureSEC source: 0000081362-25-000037 · wk-form4_1742336211.xml · nonDerivative · entry 3 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 F3 · shares: Shares surrendered by reporting person to satisfy withholding tax obligation upon partial vesting of restricted stock units granted on March 15, 2024 under the Company's Long-Term Performance Incentive Plan. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:16 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | OtherCommon Stock | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000081362-25-000037 · wk-form4_1742336211.xml · nonDerivative · entry 2 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484 F2 · price: Settlement of dividend equivalent rights in connection with vesting of restricted stock unit. The rights accrued when and as dividends were paid on KWR common stock. Each dividend equivalent right was the economic equivalent of one share of KWR common stock. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:16 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionCommon Stock | 109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000081362-25-000037 · wk-form4_1742336211.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 21:19 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | SaleCommon Stock | 251 | $140.00 | $35,140.00 |
DisclosureSEC source: 0000081362-25-000016 · wk-form4_1741036769.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:15 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | GrantRestricted Stock Units · Derivative | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0000081362-25-000002 · wk-form4_1737148532.xml · derivative · entry 2 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,891 Underlying: Common Stock · 1,891 shares Expires not disclosed F2 · derivative.exercise_price: Time-based restricted stock units granted under the Company's Long-Term Performance Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of KWR common stock. F3 · shares: The restricted stock units vest 100% on January 15, 2028. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. F3 · derivative.exercise_date: The restricted stock units vest 100% on January 15, 2028. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. F3 · derivative.expiration_date: The restricted stock units vest 100% on January 15, 2028. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:15 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 123 | $133.31 | $16,397.13 |
DisclosureSEC source: 0000081362-25-000002 · wk-form4_1737148532.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625 F1 · shares: Shares surrendered by reporting person to satisfy withholding tax obligation upon vesting of restricted stock granted on January 15, 2024 under the Company's Long-Term Performance Incentive Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:42 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | GrantRestricted Stock Units · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0000081362-24-000036 · wk-form4_1710880911.xml · derivative · entry 2 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329 Underlying: Common Stock · 329 shares Expires not disclosed F1 · derivative.exercise_price: Time-based restricted stock units granted under the Company's Long-Term Performance Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of KWR common stock. F2 · shares: The restricted stock units vest in three consecutive installments beginning on March 15, 2025. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. F2 · derivative.exercise_date: The restricted stock units vest in three consecutive installments beginning on March 15, 2025. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. F2 · derivative.expiration_date: The restricted stock units vest in three consecutive installments beginning on March 15, 2025. Dividend equivalent rights accrue with respect to these restricted stock units when and as dividends are paid on KWR's common stock. Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 21:27 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | GrantCommon Stock | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0000081362-24-000009 · wk-form4_1705526837.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 20:38 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | OtherCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010747 · doc4.xml · nonDerivative · entry 3 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: No plan indicated Ownership: Indirect · By RSP Disclosed balance after: 70 F1 · price: Not applicable to this security Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 20:38 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | SaleCommon Stock | 107 | $264.74 | $28,327.18 |
DisclosureSEC source: 0001225208-23-010747 · doc4.xml · nonDerivative · entry 2 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 20:38 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 43 | $270.66 | $11,638.38 |
DisclosureSEC source: 0001225208-23-010747 · doc4.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,377 Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 19:55 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 47 | $315.68 | $14,836.96 |
DisclosureSEC source: 0001225208-22-012366 · doc4.xml · nonDerivative · entry 3 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 19:55 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 10 | $315.31 | $3,153.10 |
DisclosureSEC source: 0001225208-22-012366 · doc4.xml · nonDerivative · entry 2 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467 Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 19:55 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012366 · doc4.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,477 F1 · price: Not applicable to this security Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 18:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | OtherCommon Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012144 · doc4.xml · nonDerivative · entry 2 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Indirect · By RSP Disclosed balance after: 56 F1 · price: Not applicable to this security Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 18:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012144 · doc4.xml · nonDerivative · entry 1 Kutz Jeffrey · CIK 0001924966 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443 F1 · price: Not applicable to this security 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.