Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Recovery, Inc.ERII · Entity 5679 | Director | June 04, 2026 | June 05, 2026 |
| Spectrum Brands Holdings, Inc.SPB · Entity 4515 | Director | November 19, 2024 | November 20, 2024 |
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.
Energy Recovery, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,116 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 18,094 · Balance 52,116 F1: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027. |
| Common StockSEC Table I · non-derivative | IndirectJoan Chow and Kenneth Munz JTWROS | 1,500 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027.
Spectrum Brands Holdings, Inc.
Report date November 19, 2024 · Filed November 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,744 |
Reported balance
After 2024-11-19 transaction · row 1
1 source rowRow 1 · 2024-11-19 · Grant · Acquired 1,385 · Balance 9,744 F1: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2025 if Reporting Person is a director of the Issuer on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2025 if Reporting Person is a director of the Issuer on such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Welbilt, Inc.
Report date July 28, 2022 · Filed July 29, 2022
Section 16 reporting ended · disclosed 2022-07-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-28 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-07-28 · Disposition to issuer · Disposed 60,082 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 14, 2021, by and among the Issuer, Ali Holding S.r.l., an Italian societa a responsabilita limitata ("Ali"), Ali Group North America Corporation, a Delaware corporation and a wholly owned subsidiary of Ali ("Acquiror"), and Ascend Merger Corp. ("Merger Sub"), a Delaware corporation and a wholly owned subsidiary of Acquiror, in exchange for cash consideration of $24.00 per share of common stock of the Issuer (the "Merger Consideration") on the effective date of the merger. F2: Stock options were canceled in the merger in exchange for an amount in cash equal to the difference between the Merger Consideration of $24.00 and the exercise price of the option. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-28 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-07-28 · Disposition to issuer · Disposed 5,055 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 14, 2021, by and among the Issuer, Ali Holding S.r.l., an Italian societa a responsabilita limitata ("Ali"), Ali Group North America Corporation, a Delaware corporation and a wholly owned subsidiary of Ali ("Acquiror"), and Ascend Merger Corp. ("Merger Sub"), a Delaware corporation and a wholly owned subsidiary of Acquiror, in exchange for cash consideration of $24.00 per share of common stock of the Issuer (the "Merger Consideration") on the effective date of the merger. F3: Represents shares underlying restricted stock units of the Issuer (the "Company RSUs"), which were converted into the right to receive cash in an amount equal to the number of shares of common stock of the Issuer underlying such Company RSUs multiplied by the Merger Consideration. F2: Stock options were canceled in the merger in exchange for an amount in cash equal to the difference between the Merger Consideration of $24.00 and the exercise price of the option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 14, 2021, by and among the Issuer, Ali Holding S.r.l., an Italian societa a responsabilita limitata ("Ali"), Ali Group North America Corporation, a Delaware corporation and a wholly owned subsidiary of Ali ("Acquiror"), and Ascend Merger Corp. ("Merger Sub"), a Delaware corporation and a wholly owned subsidiary of Acquiror, in exchange for cash consideration of $24.00 per share of common stock of the Issuer (the "Merger Consideration") on the effective date of the merger.
F2: Stock options were canceled in the merger in exchange for an amount in cash equal to the difference between the Merger Consideration of $24.00 and the exercise price of the option.
F3: Represents shares underlying restricted stock units of the Issuer (the "Company RSUs"), which were converted into the right to receive cash in an amount equal to the number of shares of common stock of the Issuer underlying such Company RSUs multiplied by the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| June 04, 2026 Filed Jun 5, 2026 20:50 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 18,094 | $8.29 | $149,999.26 |
DisclosureSEC source: 0001390709-26-000002 · wk-form4_1780692643.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,116 F1 · shares: The restricted stock unit will fully vest on the 2027 Annual Meeting, anticipated to be on or around June 3, 2027. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:50 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 12,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-25-000091 · wk-form4_1749242988.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,022 F1 · shares: The restricted stock unit will fully vest on 2026 Annual Meeting date, anticipated to be on or about June 4, 2026. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 22:48 UTC | Spectrum Brands Holdings, Inc. SPB · Entity 4515 | GrantCommon Stock | 1,385 | $90.26 | $125,010.10 |
DisclosureSEC source: 0000109177-24-000057 · wk-form4_1732142887.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,744 F1 · shares: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2025 if Reporting Person is a director of the Issuer on such date. F1 · price: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2025 if Reporting Person is a director of the Issuer on such date. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:34 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 11,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-24-000130 · wk-form4_1718051668.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,984 F1 · shares: The restricted stock unit will fully vest on the 2025 Annual Meeting date, anticipated to be on or about June 5, 2025. Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 21:20 UTC | Spectrum Brands Holdings, Inc. SPB · Entity 4515 | GrantCommon Stock | 1,887 | $0.00 | $0.00 |
DisclosureSEC source: 0000109177-23-000060 · wk-form4_1701206391.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,359 F1 · shares: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2024 if Reporting Person is a director of the Issuer on such date. F1 · price: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2024 if Reporting Person is a director of the Issuer on such date. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 22:03 UTC | Energy Recovery, Inc. ERII · Entity 5679 | PurchaseCommon Stock | 1,500 | $17.79 | $26,685.00 |
DisclosureSEC source: 0001421517-23-000207 · wk-form4_1699913005.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Joan Chow and Kenneth Munz JTWROS Disclosed balance after: 1,500 Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:36 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 3,703 | $27.00 | $99,981.00 |
DisclosureSEC source: 0001421517-23-000110 · wk-form4_1686602193.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,857 F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. F2 · shares: The restricted stock unit will fully vest on the 2024 Annual Meeting date, anticipated to be on or about June 6, 2024. Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 21:55 UTC | Spectrum Brands Holdings, Inc. SPB · Entity 4515 | GrantCommon Stock | 4,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000109177-22-000050 · wf-form4_166975889013545.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,472 F1 · shares: 1. Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2023 if Reporting Person is a director of the Issuer on such date. F1 · price: 1. Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2023 if Reporting Person is a director of the Issuer on such date. Read SEC document |
| July 28, 2022 Filed Jul 29, 2022 09:28 UTC | Welbilt, Inc. WBT · Entity 125055 | Disposition to issuerCommon Stock | 5,055 | $24.00 | $121,320.00 |
DisclosureSEC source: 0001213900-22-042702 · ownership.xml · nonDerivative · entry 2 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 14, 2021, by and among the Issuer, Ali Holding S.r.l., an Italian societa a responsabilita limitata ("Ali"), Ali Group North America Corporation, a Delaware corporation and a wholly owned subsidiary of Ali ("Acquiror"), and Ascend Merger Corp. ("Merger Sub"), a Delaware corporation and a wholly owned subsidiary of Acquiror, in exchange for cash consideration of $24.00 per share of common stock of the Issuer (the "Merger Consideration") on the effective date of the merger. F3 · shares: Represents shares underlying restricted stock units of the Issuer (the "Company RSUs"), which were converted into the right to receive cash in an amount equal to the number of shares of common stock of the Issuer underlying such Company RSUs multiplied by the Merger Consideration. F2 · price: Stock options were canceled in the merger in exchange for an amount in cash equal to the difference between the Merger Consideration of $24.00 and the exercise price of the option. Read SEC document |
| July 28, 2022 Filed Jul 29, 2022 09:28 UTC | Welbilt, Inc. WBT · Entity 125055 | Disposition to issuerCommon Stock | 60,082 | $24.00 | $1,441,968.00 |
DisclosureSEC source: 0001213900-22-042702 · ownership.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 14, 2021, by and among the Issuer, Ali Holding S.r.l., an Italian societa a responsabilita limitata ("Ali"), Ali Group North America Corporation, a Delaware corporation and a wholly owned subsidiary of Ali ("Acquiror"), and Ascend Merger Corp. ("Merger Sub"), a Delaware corporation and a wholly owned subsidiary of Acquiror, in exchange for cash consideration of $24.00 per share of common stock of the Issuer (the "Merger Consideration") on the effective date of the merger. F2 · price: Stock options were canceled in the merger in exchange for an amount in cash equal to the difference between the Merger Consideration of $24.00 and the exercise price of the option. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:20 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 4,807 | $20.80 | $99,985.60 |
DisclosureSEC source: 0001421517-22-000102 · wf-form4_165515160402279.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,154 F1 · shares: Each restricted stock unit represents the right to receive, at settlement, one (1) share of the Company's common stock. F2 · shares: The restricted stock unit will fully vest on the 2023 Annual Meeting date, anticipated to be on or about June 8, 2023. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 16:05 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 5,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-22-000032 · wf-form4_164521828268823.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,137 F1 · shares: Grant of restricted stock units of the Issuer vesting on the first anniversary of the date of grant. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:55 UTC | Energy Recovery, Inc. ERII · Entity 5679 | GrantCommon Stock | 2,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001421517-21-000154 · wf-form4_164003728592401.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,347 F1 · shares: The annual Board of Directors restricted stock unit award was pro-rated based upon date of appointment and will fully vest on the 2022 Annual Meeting date, anticipated to be on or about June 9, 2022. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:17 UTC | Spectrum Brands Holdings, Inc. SPB · Entity 4515 | GrantCommon Stock | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000109177-21-000094 · wf-form4_163977940975526.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,854 F1 · shares: Reporting Person was awarded restricted stock units which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2022 if the Reporting Person is a director of the Issuer on such date. Read SEC document |
| May 12, 2021 Filed May 13, 2021 22:26 UTC | Spectrum Brands Holdings, Inc. SPB · Entity 4515 | GrantCommon Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0000109177-21-000028 · wf-form4_162094478165336.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634 F1 · shares: Reporting Person was awarded restricted stock units under the Company's 2011 Omnibus Equity Award Plan which are settled in shares of common stock of the Issuer and which are scheduled to vest on October 1, 2021 if Reporting Person is a director of the Issuer on such date. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 16:19 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 8,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-21-000011 · wf-form4_161359674615533.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,082 F1 · shares: Grant of restricted stock units of the Issuer vesting on the first anniversary of the date of grant. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 16:09 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 8,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-20-000028 · wf-form4_158266495285188.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,908 F1 · shares: Grant of restricted stock units of the Issuer vesting on the first anniversary of the date of grant. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:22 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 7,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-19-000010 · wf-form4_155061852138483.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,713 F1 · shares: Grant of restricted stock units of the Issuer vesting on the first anniversary of the date of grant. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 16:55 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 5,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-18-000020 · wf-form4_151942291564515.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,878 F1 · shares: Grant of restricted stock units of the Issuer vesting on the first anniversary of the date of grant. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 16:49 UTC | Welbilt, Inc. MFS · Entity 125055 | GrantCommon Stock | 5,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000869 · form.xml · nonDerivative · entry 1 Chow Joan Kai · CIK 0001390709 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,831 F1 · shares: Grant of restricted stock units (RSUs) vest 100% on 02/16/2019. 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.