Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERIPRISE FINANCIAL INCAMP · Entity 3035 | Director | April 29, 2026 | May 01, 2026 |
| BENCHMARK ELECTRONICS INCBHE · Entity 4343 | Director | May 27, 2026 | May 28, 2026 |
| PENTAIR plcPNR · Entity 3537 | Director | January 03, 2023 | January 04, 2023 |
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | Director | May 14, 2026 | May 18, 2026 |
| WESCO INTERNATIONAL INCWCC · Entity 3330 | Director | September 30, 2026 | October 03, 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.
AMERIPRISE FINANCIAL INC
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Annual)SEC Table II · derivative / convertible security | Direct | 960.6152 |
Reported balance
After 2026-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 441.7518 · Balance 960.6152 F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock.
F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs.
BENCHMARK ELECTRONICS INC
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,937 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 2,093 · Balance 6,937 F1: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest either one-year from the date of grant or the next annual shareholder meeting, whichever is earlier. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest either one-year from the date of grant or the next annual shareholder meeting, whichever is earlier.
PENTAIR plc
Report date January 03, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 3,319 |
Reported balance
After 2023-01-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-01-03 · Grant · Acquired 3,319 · Balance 3,319 F1: 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: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common SharesSEC Table I · non-derivative | Direct | 29,006 |
Reported balance
After 2023-01-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-01-03 · Tax withholding · Disposed 753 · Balance 29,006 F3: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F3: Shares withheld to pay taxes applicable to vesting of restricted stock units.
PINNACLE WEST CAPITAL CORP
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,665 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,665 · Balance 1,665 F1: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company.
WESCO INTERNATIONAL INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,131.1093 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 5.7362 · Balance 4,131.1093 F1: Represents dividend equivalent rights ("DERs") in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on restricted stock units ("RSUs") held by the Reporting Person. Each DER is the economic equivalent of one share of Issuer's common stock and vests on the same schedule as the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights ("DERs") in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on restricted stock units ("RSUs") held by the Reporting Person. Each DER is the economic equivalent of one share of Issuer's common stock and vests on the same schedule as the underlying award.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INSIGHT ENTERPRISES INC
Report date February 12, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,519 |
Ending reported balance
After 2025-02-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-12 · Exercise / conversion · Acquired 4,887 · Balance 103,927 Row 2 · 2025-02-12 · Tax withholding · Disposed 1,408 · Balance 102,519 F1: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-02-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-12 · Exercise / conversion · Acquired 4,887 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F3: The restricted stock units were granted on February 20, 2022, with a three year measurement period ending December 31, 2024, against specific objectives defined in advance of the grant date and subject to achievement of the specific objectives. The restricted stock units vested February 12, 2025, when the performance results were approved by the Board of Directors Compensation Committee. |
Filing footnotes · ownership attribution and instrument terms
F1: Insight Enterprises, Inc. has withheld the number of whole shares necessary to satisfy the minimum statutory tax withholding obligations. The value of the vested shares (and the taxable income) is calculated based on the closing price on the vesting date or next preceding trading date in the case that the vesting date is a non-trading date.
F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc.
F3: The restricted stock units were granted on February 20, 2022, with a three year measurement period ending December 31, 2024, against specific objectives defined in advance of the grant date and subject to achievement of the specific objectives. The restricted stock units vested February 12, 2025, when the performance results were approved by the Board of Directors Compensation Committee.
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 |
|---|---|---|---|---|---|---|
| January 04, 2017 Filed Jan 5, 2017 23:49 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 548 | $58.15 | $31,866.20 |
DisclosureSEC source: 0001140361-17-000828 · doc1.xml · nonDerivative · entry 2 BRYAN GLYNIS · CIK 0001270817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,309 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 03, 2017 Filed Jan 5, 2017 23:49 UTC | PENTAIR plc PNR · Entity 3537 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,265 | $0.00 Strike: $57.95 | $0.00 |
DisclosureSEC source: 0001140361-17-000828 · doc1.xml · derivative · entry 3 BRYAN GLYNIS · CIK 0001270817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 Underlying: Common Shares · 5,265 shares Expires 2027-01-03 F4 · kind: Nonqualified stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F5 · 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 03, 2017 Filed Jan 5, 2017 23:49 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000828 · doc1.xml · nonDerivative · entry 1 BRYAN GLYNIS · CIK 0001270817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122 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 share of Pentair plc common shares upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. 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.