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 |
|---|---|---|---|---|---|---|
| May 19, 2017 Filed May 22, 2017 19:15 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 37,094 | $53.48 | $1,983,601.65 |
DisclosureSEC source: 0000091142-17-000061 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,451 Read SEC document |
| May 19, 2017 Filed May 22, 2017 19:15 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 67,200 | $5.94 | $399,168.00 |
DisclosureSEC source: 0000091142-17-000061 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,545 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 09, 2017 Filed May 9, 2017 18:54 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 2,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-17-000059 · wf-form4_149435604460964.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,140 F1 · shares: Grant of restricted shares that vest 100% one year from the date of grant. Read SEC document |
| May 05, 2017 Filed May 8, 2017 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 15,000 | $55.30 | $829,525.50 |
DisclosureSEC source: 0000091142-17-000058 · edgar.xml · nonDerivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's Revocable Trust Disclosed balance after: 8,892 F2 · shares: This transaction involved a sale of Securities by Mr. Rajendra's spouse from her Revocable Trust. Read SEC document |
| May 05, 2017 Filed May 8, 2017 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | SaleCommon Stock | 15,000 | $55.20 | $828,004.50 |
DisclosureSEC source: 0000091142-17-000058 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's Revocable Trust Disclosed balance after: 23,892 F2 · shares: This transaction involved a sale of Securities by Mr. Rajendra's spouse from her Revocable Trust. Read SEC document |
| May 05, 2017 Filed May 8, 2017 19:25 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 38,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-17-000058 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,345 F1 · shares: This transaction involved a gift of Securities by the reporting person to his spouse's Revocable Trust. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:39 UTC | SMITH A O CORP AOS · Entity 3642 | GrantRestricted Stock Units · Derivative | 20,725 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000023 · edgar.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,065 Underlying: Common Stock · 20,725 shares Expires not disclosed F2 · derivative.exercise_date: The restricted stock units were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2020. F2 · derivative.expiration_date: The restricted stock units were granted on 02/13/2017 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3. The restricted stock units become payable in Common Stock on the vesting date of 02/13/2020. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:39 UTC | SMITH A O CORP AOS · Entity 3642 | GrantEmployee Stock Options (Right to Buy) · Derivative | 79,700 | $0.00 Strike: $50.16 | $0.00 |
DisclosureSEC source: 0000091142-17-000023 · edgar.xml · derivative · entry 1 Rajendra Ajita G · CIK 0001315989 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936,940 Underlying: Common Stock · 79,700 shares Expires 2027-02-13 F1 · 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 |
| February 10, 2017 Filed Feb 13, 2017 22:06 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionRestricted Stock Units · Derivative | 36,900 | $0.00 Strike: $49.86 | $0.00 |
DisclosureSEC source: 0000091142-17-000018 · edgar.xml · derivative · entry 3 Rajendra Ajita G · CIK 0001315989 · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,340 Underlying: Common Stock · 36,900 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: 36,900 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction excempt under Rule 16b-3. 36,900 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 36,900 shares of Common Stock to the reporting person. F1 · derivative.expiration_date: 36,900 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction excempt under Rule 16b-3. 36,900 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 36,900 shares of Common Stock to the reporting person. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:06 UTC | SMITH A O CORP AOS · Entity 3642 | Tax withholdingCommon Stock | 15,565 | $49.86 | $776,070.90 |
DisclosureSEC source: 0000091142-17-000018 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,237 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:06 UTC | SMITH A O CORP AOS · Entity 3642 | Exercise / conversionCommon Stock | 36,900 | $49.86 | $1,839,834.00 |
DisclosureSEC source: 0000091142-17-000018 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,802 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 · shares: 36,900 Restricted Stock Units were granted on 02/10/2014, under the A. O. Smith Combined Incentive Compensation Plan, a transaction excempt under Rule 16b-3. 36,900 Restricted Stock Units vested on 02/10/2017. As a result of vesting, the Company is obligated to deliver 36,900 shares of Common Stock to the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:45 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 13,200 | $0.00 Strike: $42.26 | $0.00 |
DisclosureSEC source: 0001615216-17-000008 · edgar.xml · derivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 Underlying: Common Stock · 13,200 shares Expires 2027-01-03 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 3, 2018. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 16:45 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,616 | $42.08 | $68,001.28 |
DisclosureSEC source: 0001615216-17-000008 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,307 Read SEC document |
| December 09, 2016 Filed Feb 8, 2017 20:12 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-17-000005 · edgar.xml · nonDerivative · entry 2 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,902 F1 · price: Gift F2 · balance_after: On October 5, 2016, the common stock of A. O. Smith Corporation split 2-for1, resulting in the reporting person's ownership of 144,951 additional shares of Common Stock. Read SEC document |
| August 12, 2016 Filed Feb 8, 2017 20:12 UTC | SMITH A O CORP AOS · Entity 3642 | GiftCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000091142-17-000005 · edgar.xml · nonDerivative · entry 1 Rajendra Ajita G · CIK 0001315989 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,951 F1 · price: Gift 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.