Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORFOLK SOUTHERN CORPNSC · Entity 2965 | Director · President & CEO | September 13, 2026 | September 15, 2026 |
| Trane Technologies plcTT · Entity 2921 | Director | June 05, 2026 | June 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.
NORFOLK SOUTHERN CORP
Report date September 13, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,783 |
Ending reported balance
After 2026-09-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-13 · Exercise / conversion · Acquired 2,653 · Balance 23,818 F1: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on September 13, 2024, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock. This distribution represents the second settlement of three installments. Row 2 · 2026-09-13 · Tax withholding · Disposed 1,035 · Balance 22,783 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,664 |
Reported balance
After 2026-09-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-13 · Exercise / conversion · Disposed 2,653 · Balance 29,664 F1: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on September 13, 2024, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock. This distribution represents the second settlement of three installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on September 13, 2024, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock. This distribution represents the second settlement of three installments.
Trane Technologies plc
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,095 |
Ending reported balance
After 2026-06-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-05 · Tax withholding · Disposed 112 · Balance 1,657 Row 2 · 2026-06-05 · Grant · Acquired 438 · Balance 2,095 F1: Represents restricted stock units that fully vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that fully vest on June 5, 2027.
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 30, 2020 Filed Feb 3, 2020 22:18 UTC | NORFOLK SOUTHERN CORP NSC · Entity 2965 | GrantRestricted Stock Units · Derivative | 2,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001495 · doc4.xml · derivative · entry 2 George Mark R · CIK 0001793198 · EVP Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 Underlying: Common Stock · 2,460 shares Expires not disclosed F2 · derivative.exercise_price: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on January 30, 2020, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock, vesting ratably in four annual installments beginning on the first anniversary of the grant date. F2 · kind: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on January 30, 2020, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock, vesting ratably in four annual installments beginning on the first anniversary of the grant date. F2 · shares: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on January 30, 2020, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock, vesting ratably in four annual installments beginning on the first anniversary of the grant date. F2 · price: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on January 30, 2020, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock, vesting ratably in four annual installments beginning on the first anniversary of the grant date. F2 · derivative.exercise_date: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on January 30, 2020, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock, vesting ratably in four annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on January 30, 2020, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units ultimately will be settled in Common Stock, vesting ratably in four annual installments beginning on the first anniversary of the grant date. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 22:18 UTC | NORFOLK SOUTHERN CORP NSC · Entity 2965 | GrantOption (right to buy, granted 2020) · Derivative | 3,340 | Not disclosed Strike: $214.50 | Not disclosed |
DisclosureSEC source: 0001225208-20-001495 · doc4.xml · derivative · entry 1 George Mark R · CIK 0001793198 · EVP Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,340 Underlying: Common Stock · 3,340 shares Expires 2030-01-30 F1 · price: Reports the grant to the reporting person of an option to purchase shares of common stock under the Norfolk Southern Corporation Long-Term Incentive Plan (a 16b-3 plan). Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 20:58 UTC | NORFOLK SOUTHERN CORP NSC · Entity 2965 | GrantRestricted Stock Units · Derivative | 1,610 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-014120 · doc4.xml · derivative · entry 2 George Mark R · CIK 0001793198 · EVP Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,610 Underlying: Common Stock · 1,610 shares Expires not disclosed F2 · derivative.exercise_price: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on November 1, 2019, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units will be settled in Common Stock, vesting ratably in three annual installments beginning on January 28, 2021. F2 · kind: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on November 1, 2019, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units will be settled in Common Stock, vesting ratably in three annual installments beginning on January 28, 2021. F2 · shares: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on November 1, 2019, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units will be settled in Common Stock, vesting ratably in three annual installments beginning on January 28, 2021. F2 · price: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on November 1, 2019, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units will be settled in Common Stock, vesting ratably in three annual installments beginning on January 28, 2021. F2 · derivative.exercise_date: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on November 1, 2019, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units will be settled in Common Stock, vesting ratably in three annual installments beginning on January 28, 2021. F2 · derivative.expiration_date: Reports the number of Restricted Stock Units, exempt under Section 16(b), granted and credited to the account of the reporting person on November 1, 2019, under the terms of the Norfolk Southern Corporation Long-Term Incentive Plan. Each Unit is the economic equivalent of one share of Common Stock. These Units will be settled in Common Stock, vesting ratably in three annual installments beginning on January 28, 2021. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 20:58 UTC | NORFOLK SOUTHERN CORP NSC · Entity 2965 | GrantOption (right to buy, granted 11/01/2019) · Derivative | 2,250 | Not disclosed Strike: $189.92 | Not disclosed |
DisclosureSEC source: 0001225208-19-014120 · doc4.xml · derivative · entry 1 George Mark R · CIK 0001793198 · EVP Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 2,250 shares Expires 2029-01-27 F1 · price: Reports the grant to the reporting person of an option to purchase shares of common stock under the Norfolk Southern Corporation Long-Term Incentive Plan (a 16b-3 plan). 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.