Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | Director | January 02, 2026 | January 06, 2026 |
| SMITH A O CORPAOS · Entity 3642 | Director | April 09, 2024 | April 10, 2024 |
| TIMKEN COTKR · Entity 1862 | 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.
DONALDSON Co INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,997 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 900 · Balance 44,997 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.93 · Expires 2036-01-02 | Direct | 3,000 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 3,000 · Balance 3,000 F1: The option vests in three equal annual installments beginning on January 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning on January 2, 2027.
SMITH A O CORP
Report date April 09, 2024 · Filed April 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,577 |
Reported balance
After 2024-04-09 transaction · row 1
1 source rowRow 1 · 2024-04-09 · Grant · Acquired 1,626 · Balance 58,577 F1: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 9, 2024. |
| Common StockSEC Table I · non-derivative | IndirectHeld by spouse's revocable trust or grantor retained annuity trusts. | 231,405 |
Reported balance
Holding disclosure · report date 2024-04-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 231,405 |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and low price of Common Stock on April 9, 2024.
TIMKEN CO
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,225 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Sale · Disposed 8,450 · Balance 20,225 F1: This transaction was executed in multiple trades at prices ranging from $130.77 to $131.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $130.77 to $131.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| November 22, 2021 Filed Nov 23, 2021 22:36 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 23,475 | $50.16 | $1,177,506.00 |
DisclosureSEC source: 0000091142-21-000153 · wf-form4_163770699537348.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,207 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 17, 2021 Filed Nov 18, 2021 22:19 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 56,225 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-21-000152 · wf-form4_163727392378687.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,050 Underlying: Common Stock · 56,225 shares Expires 2027-02-13 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/13/2018. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 22:19 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 44,620 | $82.29 | $3,671,570.09 |
DisclosureSEC source: 0000091142-21-000152 · wf-form4_163727392378687.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,732 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $81.96 to $82.725. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 22:19 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 56,225 | $50.16 | $2,820,246.00 |
DisclosureSEC source: 0000091142-21-000152 · wf-form4_163727392378687.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,352 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 02, 2021 Filed Nov 3, 2021 21:10 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 124,010 | $0.00 Strike: $31.67 | $0.00 |
DisclosureSEC source: 0000091142-21-000148 · wf-form4_163597380833026.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,275 Underlying: Common Stock · 124,010 shares Expires 2026-02-08 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/08/2016, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/08/2017. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 21:10 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 124,010 | $76.87 | $9,532,264.27 |
DisclosureSEC source: 0000091142-21-000148 · wf-form4_163597380833026.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,127 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $75.02 to $78.70. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 21:10 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 124,010 | $31.67 | $3,927,396.70 |
DisclosureSEC source: 0000091142-21-000148 · wf-form4_163597380833026.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,137 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 01, 2021 Filed Nov 2, 2021 20:04 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 55,730 | $0.00 Strike: $30.77 | $0.00 |
DisclosureSEC source: 0000091142-21-000146 · wf-form4_163588344679465.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,285 Underlying: Common Stock · 55,730 shares Expires 2025-02-09 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/09/2015 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/09/2016. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 20:04 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 55,730 | $74.86 | $4,172,120.56 |
DisclosureSEC source: 0000091142-21-000146 · wf-form4_163588344679465.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,127 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $74.63 to $75.515. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 20:04 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 55,730 | $30.77 | $1,714,533.45 |
DisclosureSEC source: 0000091142-21-000146 · wf-form4_163588344679465.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,857 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 |
| July 12, 2021 Filed Jul 14, 2021 18:49 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 142 | $70.86 | $10,061.41 |
DisclosureSEC source: 0000091142-21-000111 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,127 F1 · shares: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and the low price of Common Stock on July 12, 2021. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 13:17 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $30.77 | $0.00 |
DisclosureSEC source: 0000091142-21-000098 · edgar.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,015 Underlying: Common Stock · 50,000 shares Expires 2025-02-09 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/09/2015 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/09/2016. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 13:17 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 50,000 | $71.10 | $3,555,220.00 |
DisclosureSEC source: 0000091142-21-000098 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,985 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $71.020 to $71.265. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 13:17 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 50,000 | $30.77 | $1,538,250.00 |
DisclosureSEC source: 0000091142-21-000098 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,985 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 |
| May 08, 2021 Filed May 11, 2021 20:13 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-21-000099 · wf-form4_162076396200994.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,250 F1 · security: Represents vesting of 100% of the time-based restricted share units granted on May 8, 2020. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:13 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 1,340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-21-000099 · wf-form4_162076396200994.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340 Underlying: Common Stock · 1,340 shares Expires 2022-05-07 F2 · derivative.exercise_date: Grant of restricted share units that vest 100% one year from date of grant. Read SEC document |
| April 13, 2021 Filed Apr 15, 2021 19:18 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 1,922 | $67.67 | $130,052.13 |
DisclosureSEC source: 0000091142-21-000063 · edgar.xml · nonDerivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,985 F2 · shares: Payment of retainer in stock under the A. O. Smith Corporation directors' compensation program based on the average of the high and the low price of Common Stock on April 13, 2021. Read SEC document |
| March 04, 2021 Filed Apr 15, 2021 19:18 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 9,911 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000063 · edgar.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,063 F1 · price: Gift Read SEC document |
| March 04, 2021 Filed Apr 15, 2021 19:18 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000063 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by spouse's revocable trust or grantor retained annuity trusts. Disclosed balance after: 243,405 F1 · price: Gift Read SEC document |
| March 03, 2021 Filed Apr 15, 2021 19:18 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 75,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-21-000063 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by spouse's revocable trust or grantor retained annuity trusts. Disclosed balance after: 278,405 F1 · price: Gift Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:00 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 18,700 | $0.00 Strike: $60.65 | $0.00 |
DisclosureSEC source: 0000091142-21-000037 · edgar.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,785 Underlying: Common Stock · 18,700 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_date: 18,700 Restricted Stock Units were granted on 02/12/2018, under the A. O. Smith Combined Incentive Compensation Plan, a transaction excempt under Rule 16b-3. 18,700 Restricted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to deliver 18,700 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 18,700 Restricted Stock Units were granted on 02/12/2018, under the A. O. Smith Combined Incentive Compensation Plan, a transaction excempt under Rule 16b-3. 18,700 Restricted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to deliver 18,700 shares of Common Stock to the reporting person. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:00 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 8,789 | $60.65 | $533,052.85 |
DisclosureSEC source: 0000091142-21-000037 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,974 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 20:00 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 18,700 | $60.65 | $1,134,155.00 |
DisclosureSEC source: 0000091142-21-000037 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,763 F1 · shares: 18,700 Restricted Stock Units were granted on 02/12/2018, under the A. O. Smith Combined Incentive Compensation Plan, a transaction excempt under Rule 16b-3. 18,700 Restricted Stock Units vested on 02/12/2021. As a result of vesting, the Company is obligated to deliver 18,700 shares of Common Stock to the reporting person. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:26 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantStock Option (right to buy) · Derivative | 5,600 | $0.00 Strike: $54.92 | $0.00 |
DisclosureSEC source: 0001615216-21-000007 · edgar.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 Underlying: Common Stock · 5,600 shares Expires 2031-01-04 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 4, 2022. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:26 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001615216-21-000007 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,914 Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 16:18 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 53,700 | $0.00 Strike: $23.24 | $0.00 |
DisclosureSEC source: 0000091142-20-000071 · edgar.xml · derivative · entry 8 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,015 Underlying: Common Stock · 53,700 shares Expires 2024-02-10 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/10/2015. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 16:18 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 53,700 | $56.51 | $3,034,442.01 |
DisclosureSEC source: 0000091142-20-000071 · edgar.xml · nonDerivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,212 F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $56.50 to $56.56. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 16:18 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 53,700 | $23.24 | $1,247,719.50 |
DisclosureSEC source: 0000091142-20-000071 · edgar.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,912 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 16, 2020 Filed Nov 18, 2020 16:18 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $23.24 | $0.00 |
DisclosureSEC source: 0000091142-20-000071 · edgar.xml · derivative · entry 7 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,715 Underlying: Common Stock · 50,000 shares Expires 2024-02-10 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/10/2015. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 16:18 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 50,000 | $56.02 | $2,800,775.00 |
DisclosureSEC source: 0000091142-20-000071 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,212 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $56.00 to $56.06. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 16:18 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 50,000 | $23.24 | $1,161,750.00 |
DisclosureSEC source: 0000091142-20-000071 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,212 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 03, 2020 Filed Nov 4, 2020 14:56 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 116,800 | $0.00 Strike: $17.46 | $0.00 |
DisclosureSEC source: 0000091142-20-000061 · edgar.xml · derivative · entry 5 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,715 Underlying: Common Stock · 116,800 shares Expires 2023-02-11 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/11/2013, under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under rule 16b-3. The options became exercisable in three annual installments of 1/3 of the award starting on 02/11/2014. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 14:56 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 116,800 | $53.35 | $6,231,186.56 |
DisclosureSEC source: 0000091142-20-000061 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,212 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $53.04 to $53.54. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 14:56 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 116,800 | $17.46 | $2,039,561.60 |
DisclosureSEC source: 0000091142-20-000061 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,012 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 02, 2020 Filed Oct 6, 2020 21:50 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionStock Option (right to buy) · Derivative | 14,400 | $0.00 Strike: $29.50 | $0.00 |
DisclosureSEC source: 0001179110-20-010318 · edgar.xml · derivative · entry 4 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,400 shares Expires 2021-01-03 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. F2 · derivative.exercise_date: Fully vested. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 21:50 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 8,839 | $47.98 | $424,095.22 |
DisclosureSEC source: 0001179110-20-010318 · edgar.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,526 F1 · price: Reflects the weighted average price of 8,839 shares of common stock of Donaldson Company, Inc. sold by the reporting person in multiple transactions on October 2, 2020 with sale prices ranging from $47.94 to $48.69 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 21:50 UTC | DONALDSON Co INC DCI · Entity 8785 | SaleCommon Stock | 22 | $44.90 | $987.80 |
DisclosureSEC source: 0001179110-20-010318 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,365 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 21:50 UTC | DONALDSON Co INC DCI · Entity 8785 | Exercise / conversionCommon Stock | 14,400 | $29.50 | $424,800.00 |
DisclosureSEC source: 0001179110-20-010318 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,387 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 |
| July 14, 2020 Filed Jul 16, 2020 13:54 UTC | SMITH A O CORP AOS · Entity 3642 | GrantCommon Stock | 2,065 | $41.98 | $86,678.38 |
DisclosureSEC source: 0000091142-20-000043 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,212 F1 · shares: Payment of prorated retainer in stock under the A. O. Smith Corporation directors' compensation program. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 21:40 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 46,000 | $0.00 Strike: $11.49 | $0.00 |
DisclosureSEC source: 0001567619-20-011731 · doc1.xml · derivative · entry 5 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 876,515 Underlying: Common Stock · 46,000 shares Expires 2022-02-13 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/13/2012 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/13/2013. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 21:40 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 46,000 | $49.54 | $2,278,683.60 |
DisclosureSEC source: 0001567619-20-011731 · doc1.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,147 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $49.50 to $49.70. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 21:40 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 46,000 | $11.49 | $528,678.00 |
DisclosureSEC source: 0001567619-20-011731 · doc1.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,147 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 |
| May 29, 2020 Filed Jun 2, 2020 15:21 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $11.49 | $0.00 |
DisclosureSEC source: 0001567619-20-011465 · doc1.xml · derivative · entry 5 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922,515 Underlying: Common Stock · 50,000 shares Expires 2022-02-13 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/13/2012 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/13/2013. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 15:21 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 50,000 | $47.40 | $2,370,100.00 |
DisclosureSEC source: 0001567619-20-011465 · doc1.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,147 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.30 to $47.56. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 15:21 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 50,000 | $11.49 | $574,650.00 |
DisclosureSEC source: 0001567619-20-011465 · doc1.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,147 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 |
| May 27, 2020 Filed May 29, 2020 14:57 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 52,400 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001567619-20-011301 · doc1.xml · derivative · entry 5 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972,515 Underlying: Common Stock · 52,400 shares Expires 2021-02-07 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. F2 · derivative.exercise_date: The employee stock options were granted on 02/07/2011 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The options become exercisable in three annual installments of 1/3 of the award starting on 02/07/2012. Read SEC document |
| May 27, 2020 Filed May 29, 2020 14:57 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 52,400 | $47.04 | $2,464,634.00 |
DisclosureSEC source: 0001567619-20-011301 · doc1.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,147 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $46.67 to $47.035. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported on this Form 4 utilizing an average weighted price. Read SEC document |
| May 27, 2020 Filed May 29, 2020 14:57 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 52,400 | $10.78 | $564,819.60 |
DisclosureSEC source: 0001567619-20-011301 · doc1.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,547 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 |
| May 10, 2020 Filed May 11, 2020 22:37 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 2,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000104 · wf-form4_158923663536033.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,090 F1 · security: Represents vesting of 100% of the time-based restricted share units granted on May 10, 2019. Read SEC document |
| May 08, 2020 Filed May 11, 2020 22:37 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 3,160 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000104 · wf-form4_158923663536033.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,160 Underlying: Common Stock · 3,160 shares Expires 2021-05-08 F2 · derivative.exercise_date: Grant of restricted share units that vest 100% one year from date of grant. 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.