person · Reporting owner

LEVENICK STUART L

Disclosed activity across 3 companies

Tapewire entity: 314
SEC CIK: 0001171796

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
CATERPILLAR INCCAT · Entity 2808	Group President	January 05, 2015	January 07, 2015
ENTERGY CORP /DE/ETR · Entity 221	Director	August 31, 2026	September 02, 2026
W.W. GRAINGER, INC.GWW · Entity 2997	Director	March 01, 2025	March 05, 2025

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.

CATERPILLAR INC

Report date January 05, 2015 · Filed January 07, 2015

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $88.51 · Expires 2020-02-01	Direct	241,985	Reported balance After 2015-01-05 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2015-01-05 · Grant · Acquired 241,985 · Balance 241,985

ENTERGY CORP /DE/

Report date August 31, 2026 · Filed September 02, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	47,427	Reported balance After 2026-08-31 transaction · row 1 1 source row Row 1 · 2026-08-31 · Grant · Acquired 218 · Balance 47,427 F1: Acquired under Entergy Corporation's Director Stock Program.

Filing footnotes · ownership attribution and instrument terms

F1: Acquired under Entergy Corporation's Director Stock Program.

W.W. GRAINGER, INC.

Report date March 01, 2025 · Filed March 05, 2025

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Deferred Stock UnitsSEC Table II · derivative / convertible security	Direct	22,390	Reported balance After 2025-03-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2025-03-01 · Grant · Acquired 44 · Balance 22,390 F1: 1-for-1 F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director.

Filing footnotes · ownership attribution and instrument terms

F1: 1-for-1

F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director.

Transaction history

JSON API

Purchases/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
November 18, 2004 Filed Nov 19, 2004 19:39 UTC	CATERPILLAR INC CAT · Entity 2808	Exercise / conversionCommon	1,604	$62.34	$99,999.46	Disclosure SEC source: 0000018230-04-000658 · edgar.xml · nonDerivative · entry 5 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,714 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. Read SEC document
November 18, 2004 Filed Nov 19, 2004 19:39 UTC	CATERPILLAR INC CAT · Entity 2808	Tax withholdingCommon	1,098	$90.96	$99,868.59	Disclosure SEC source: 0000018230-04-000658 · edgar.xml · nonDerivative · entry 4 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,110 Read SEC document
November 18, 2004 Filed Nov 19, 2004 19:39 UTC	CATERPILLAR INC CAT · Entity 2808	Exercise / conversionCommon	1,795	$55.69	$99,959.06	Disclosure SEC source: 0000018230-04-000658 · edgar.xml · nonDerivative · entry 3 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,208 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. Read SEC document
November 18, 2004 Filed Nov 19, 2004 19:39 UTC	CATERPILLAR INC CAT · Entity 2808	Tax withholdingCommon	1,101	$90.96	$100,141.46	Disclosure SEC source: 0000018230-04-000658 · edgar.xml · nonDerivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,413 Read SEC document
November 18, 2004 Filed Nov 19, 2004 19:39 UTC	CATERPILLAR INC CAT · Entity 2808	Exercise / conversionCommon	1,934	$51.66	$99,903.09	Disclosure SEC source: 0000018230-04-000658 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 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. Read SEC document
October 26, 2004 Filed Oct 27, 2004 15:56 UTC	CATERPILLAR INC CAT · Entity 2808	GiftCommon	130	$0.00	$0.00	Disclosure SEC source: 0000018230-04-000582 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,577 F1 · balance_after: This amount includes 1790 shares in EIP-1 and 6 shares in dividend reinvestment. Read SEC document
June 08, 2004 Filed Jun 9, 2004 20:59 UTC	CATERPILLAR INC CAT · Entity 2808	OtherOption (NQ) · Derivative	63,000	$0.00 Strike: $77.26	$0.00	Disclosure SEC source: 0000018230-04-000363 · edgar.xml · derivative · entry 2 LEVENICK STUART L · CIK 0001171796 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Underlying: Common · 63,000 shares Expires 2014-06-08 F2 · security: This option was granted with attached tax withholding rights. F3 · kind: Grant to reporting person of option to buy 63,000 shares of common stock under the company's 1996 Stock Option Plan in transaction exempt under old Rule 16B-3. The option becomes exercisable in thirds - 1/3 after 1 yr.; 1/3 after 2 yrs.; 1/3 after 3 yrs. F3 · price: Grant to reporting person of option to buy 63,000 shares of common stock under the company's 1996 Stock Option Plan in transaction exempt under old Rule 16B-3. The option becomes exercisable in thirds - 1/3 after 1 yr.; 1/3 after 2 yrs.; 1/3 after 3 yrs. F3 · derivative.exercise_date: Grant to reporting person of option to buy 63,000 shares of common stock under the company's 1996 Stock Option Plan in transaction exempt under old Rule 16B-3. The option becomes exercisable in thirds - 1/3 after 1 yr.; 1/3 after 2 yrs.; 1/3 after 3 yrs. Read SEC document
January 20, 2004 Filed Jan 20, 2004 19:13 UTC	CATERPILLAR INC CAT · Entity 2808	Tax withholdingCommon	201	$83.11	$16,705.11	Disclosure SEC source: 0000018230-04-000075 · edgar.xml · nonDerivative · entry 1 LEVENICK STUART L · CIK 0001171796 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,677 F1 · balance_after: This amount includes 1764 shares in EIP-1 and 2 shares in dividend reinvestment. 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.