Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDEXX LABORATORIES INC /DEIDXX · Entity 3057 | Director | September 04, 2026 | September 09, 2026 |
| Mirion Technologies, Inc.MIR · Entity 394 | Director | September 30, 2026 | September 30, 2026 |
| Polaris Inc.PII · Entity 760 | Director | April 30, 2026 | May 01, 2026 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | February 02, 2021 | February 03, 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.
IDEXX LABORATORIES INC /DE
Report date September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,568 |
Ending reported balance
After 2026-09-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Exercise / conversion · Acquired 2,203 · Balance 11,771 Row 2 · 2026-09-04 · Sale · Disposed 2,203 · Balance 9,568 F1: Represents the weighted average price of the shares sold ranging from a low of $531.88 to a high of $532.14 per share. The undersigned undertakes, upon request by the Commission staff, the issuer or a security holder of the issuer, to provide full information regarding the number of shares purchased at each separate price. |
| Non-Qualified Stock Option (right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $114.17 · Expires 2026-11-30 | Direct | 0 |
Reported balance
After 2026-09-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-04 · Exercise / conversion · Disposed 2,203 · Balance 0 F3: Not applicable. F2: Grant of option to buy shares of IDEXX Laboratories, Inc. common stock that vested in one installment on May 3, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price of the shares sold ranging from a low of $531.88 to a high of $532.14 per share. The undersigned undertakes, upon request by the Commission staff, the issuer or a security holder of the issuer, to provide full information regarding the number of shares purchased at each separate price.
F2: Grant of option to buy shares of IDEXX Laboratories, Inc. common stock that vested in one installment on May 3, 2017.
F3: Not applicable.
Mirion Technologies, Inc.
Report date September 30, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 73,858 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,333 · Balance 73,858 F1: These shares were issued in connection with the Reporting Person's election to receive his or her quarterly retainer for director services in the form of vested shares rather than cash. |
| Class A Common StockSEC Table I · non-derivative | IndirectLawrence D. Kingsley 2026 GRAT I | 159,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 159,000 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Lawrence D. Kingsley Revocable Trust | 3,191,075 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,191,075 |
| Class A Common StockSEC Table I · non-derivative | IndirectLawrence D. Kingsley 2026 GRAT II | 159,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 159,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued in connection with the Reporting Person's election to receive his or her quarterly retainer for director services in the form of vested shares rather than cash.
Polaris Inc.
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,268.46 |
Reported balance
After 2026-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 2,641 · Balance 38,268.46 F1: The reported transaction involved the crediting of 2,641 deferred stock units granted under the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. The total reported in column 5 includes the 2,641 newly acquired deferred stock units, and 1,250.35 deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the crediting of 2,641 deferred stock units granted under the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan, each of which may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. The total reported in column 5 includes the 2,641 newly acquired deferred stock units, and 1,250.35 deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan.
ROCKWELL AUTOMATION, INC
Report date February 02, 2021 · Filed February 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,295.868 |
Reported balance
After 2021-02-02 transaction · row 1
1 source rowRow 1 · 2021-02-02 · Grant · Acquired 159 · Balance 8,295.868 F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan.
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 |
|---|---|---|---|---|---|---|
| September 09, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 110 | $113.18 | $12,449.80 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 13 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,254.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 25, 2016 Filed Nov 7, 2017 22:54 UTC | Polaris Inc. PII · Entity 760 | PurchaseCommon Stock | 39 | $91.29 | $3,560.12 |
DisclosureSEC source: 0001209191-17-059648 · doc4.xml · nonDerivative · entry 2 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,141.44 F1 · balance_after: Reflects transactions occurring in a brokerage account managed by an investment advisor who maintained discretionary authority over the account. The reporting person's Form 4 reports filed between the dates of these transactions and the date of this report understated his total holdings by the corresponding amount of shares. Read SEC document |
| July 25, 2016 Filed Nov 7, 2017 22:54 UTC | Polaris Inc. PII · Entity 760 | PurchaseCommon Stock | 63 | $96.95 | $6,107.85 |
DisclosureSEC source: 0001209191-17-059648 · doc4.xml · nonDerivative · entry 1 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,102.44 F1 · balance_after: Reflects transactions occurring in a brokerage account managed by an investment advisor who maintained discretionary authority over the account. The reporting person's Form 4 reports filed between the dates of these transactions and the date of this report understated his total holdings by the corresponding amount of shares. Read SEC document |
| June 14, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 90 | $116.00 | $10,440.00 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 12 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,144.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 14, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 40 | $115.97 | $4,638.80 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 11 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,054.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| April 27, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 5 | $114.18 | $570.90 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 10 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,014.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 16, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 21 | $97.71 | $2,051.91 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 9 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,009.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 12, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 23 | $95.26 | $2,190.98 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 8 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,030.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 10, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 18 | $96.84 | $1,743.12 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 7 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,007.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 08, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 140 | $96.29 | $13,480.60 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 6 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,025.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 05, 2016 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 125 | $98.79 | $12,348.75 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 5 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,885.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 12, 2015 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 375 | $104.00 | $39,000.00 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 4 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,760.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 28, 2015 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 365 | $99.77 | $36,416.05 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 3 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 22, 2015 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 600 | $103.20 | $61,920.00 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 2 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,020.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 27, 2015 Filed Dec 4, 2017 23:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | PurchaseCommon Stock | 870 | $106.87 | $92,976.90 |
DisclosureSEC source: 0001246360-17-003180 · form.xml · nonDerivative · entry 1 Kingsley Lawrence D · CIK 0001301427 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,420.868 F1 · kind: The transactions reported in this Form 4 were executed by the reporting person's investment advisor in managed accounts as part of the investment advisor's implementation of large-cap investment strategies involving the securities of multiple issuers. The reporting person has voluntarily paid $7,213.77 to the issuer, representing the full amount of any short-swing profit that would be payable if the reported transactions were deemed subject to Section 16(b) of the Securities Exchange Act of 1934, as amended. 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.