Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Polaris Inc.PII · Entity 760 | SVP-CHRO | May 28, 2026 | June 01, 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.
Polaris Inc.
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-28 · Other · Disposed 34,104 · Balance 0 F1: Each deferred stock unit represents the right to receive one share of the Issuer's common stock. F3: Pursuant to an exempt Discretionary Transaction under Rule 16b-3(f), the reporting person transferred the value of 34,104 deferred stock units, inclusive of fees, held under the SERP into another investment within the SERP, at a deemed price per unit of $69.08. F2: At the settlement date elected by the reporting officer under the Issuer's Supplemental Executive Retirement Plan ("SERP"), the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of the Issuer's common stock.
F2: At the settlement date elected by the reporting officer under the Issuer's Supplemental Executive Retirement Plan ("SERP"), the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day.
F3: Pursuant to an exempt Discretionary Transaction under Rule 16b-3(f), the reporting person transferred the value of 34,104 deferred stock units, inclusive of fees, held under the SERP into another investment within the SERP, at a deemed price per unit of $69.08.
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 |
|---|---|---|---|---|---|---|
| August 05, 2020 Filed Aug 8, 2020 00:36 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 14,000 | $65.57 | $917,980.00 |
DisclosureSEC source: 0001209191-20-045788 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,573 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 |
| January 29, 2020 Filed Jan 31, 2020 23:05 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Option (right to buy) · Derivative | 28,461 | $0.00 Strike: $94.54 | $0.00 |
DisclosureSEC source: 0001209191-20-005844 · doc4.xml · derivative · entry 4 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,461 Underlying: Common Stock · 28,461 shares Expires 2030-01-29 F4 · derivative.exercise_date: The option vests in three equal installments on January 29, 2021, January 29, 2022, and January 29, 2023. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 23:05 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 1,537 | $94.54 | $145,307.98 |
DisclosureSEC source: 0001209191-20-005844 · doc4.xml · nonDerivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,573 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock unit award. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 23:05 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 3,040 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-005844 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,110 F1 · shares: Shares acquired in settlement of an equal number of performance restricted stock units upon vesting of the units. F2 · price: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 23:05 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005844 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,070 Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 22:15 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 3,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026662 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,764 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 23:05 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (right to buy) · Derivative | 32,809 | $0.00 Strike: $84.58 | $0.00 |
DisclosureSEC source: 0001209191-19-006590 · doc4.xml · derivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,809 Underlying: Common Stock · 32,809 shares Expires 2029-01-30 F4 · derivative.exercise_date: The option vests in three equal installments on January 30, 2020, January 30, 2021, and January 30, 2022. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 23:05 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 422 | $84.58 | $35,692.76 |
DisclosureSEC source: 0001209191-19-006590 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,069 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock unit award. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 23:05 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 774 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-006590 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,491 F1 · shares: Shares acquired in settlement of an equal number of performance restricted stock units upon vesting of the units. F2 · price: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 21:05 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 14,750 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037516 · doc4.xml · derivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,750 shares Expires 2021-04-04 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 |
| June 11, 2018 Filed Jun 13, 2018 21:05 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 14,750 | $127.80 | $1,885,050.00 |
DisclosureSEC source: 0001209191-18-037516 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,717 F1 · price: Reflects the weighted average price of 14,750 shares of Common Stock sold by the reporting person in multiple transactions on June 11, 2018 with sale prices ranging from $127.54 to $128.10 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 |
| June 11, 2018 Filed Jun 13, 2018 21:05 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 14,750 | $44.00 | $649,000.00 |
DisclosureSEC source: 0001209191-18-037516 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,467 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 |
| January 31, 2018 Filed Feb 2, 2018 17:53 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (right to buy) · Derivative | 24,046 | $0.00 Strike: $113.01 | $0.00 |
DisclosureSEC source: 0001209191-18-006669 · doc4.xml · derivative · entry 4 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,046 Underlying: Common Stock · 24,046 shares Expires 2028-01-31 F4 · derivative.exercise_date: The option vests in three equal installments on January 31, 2019, January 31, 2020, and January 31, 2021. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 17:53 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006669 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,878 F1 · shares: Shares acquired in settlement of an equal number of performance restricted stock units upon vesting of the units. F2 · price: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 17:53 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 2,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006669 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,430 Read SEC document |
| January 13, 2018 Filed Feb 2, 2018 17:53 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 161 | $113.01 | $18,194.61 |
DisclosureSEC source: 0001209191-18-006669 · doc4.xml · nonDerivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,717 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock unit award. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 22:28 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 20,000 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063625 · doc4.xml · derivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 Underlying: Common Stock · 20,000 shares Expires 2021-04-04 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 30, 2017 Filed Dec 4, 2017 22:28 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 20,000 | $127.08 | $2,541,600.00 |
DisclosureSEC source: 0001209191-17-063625 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 F1 · price: Reflects the weighted average price of 20,000 shares of Common Stock sold by the reporting person in multiple transactions on November 30, 2017 with sale prices ranging from $127.00 to $127.50 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 |
| November 30, 2017 Filed Dec 4, 2017 22:28 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 20,000 | $44.00 | $880,000.00 |
DisclosureSEC source: 0001209191-17-063625 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,664 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 26, 2017 Filed Oct 30, 2017 19:56 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 12,000 | $121.96 | $1,463,520.00 |
DisclosureSEC source: 0001209191-17-058275 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 F1 · price: Reflects the weighted average price of 12,000 shares of Common Stock sold by the reporting person in multiple transactions on October 26, 2017 with sale prices ranging from $121.12 to $122.85 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 |
| August 31, 2017 Filed Sep 1, 2017 20:33 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Option (RIght to Buy) · Derivative | 5,250 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051062 · doc4.xml · derivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,750 Underlying: Common Stock · 5,250 shares Expires 2021-04-04 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 |
| August 31, 2017 Filed Sep 1, 2017 20:33 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 5,250 | $93.24 | $489,511.05 |
DisclosureSEC source: 0001209191-17-051062 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,664 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 20:33 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 5,250 | $44.00 | $231,000.00 |
DisclosureSEC source: 0001209191-17-051062 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,914 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 |
| January 30, 2017 Filed Feb 1, 2017 21:47 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 335 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-006752 · doc4.xml · derivative · entry 3 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 335 shares Expires 2017-03-15 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_price: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. F2 · price: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. F2 · derivative.exercise_date: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 21:47 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 131 | $83.55 | $10,945.05 |
DisclosureSEC source: 0001209191-17-006752 · doc4.xml · nonDerivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,664 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock unit award. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 21:47 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 335 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-006752 · doc4.xml · nonDerivative · entry 1 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,795 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: Shares acquired in settlement of an equal number of performance restricted stock units upon vesting of the units. F2 · price: Each performance restricted stock unit represented the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 22:58 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (Right to Buy) · Derivative | 44,748 | $0.00 Strike: $89.39 | $0.00 |
DisclosureSEC source: 0001209191-17-005984 · doc4.xml · derivative · entry 2 Williams James P · CIK 0001375356 · SVP-CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,748 Underlying: Common Stock · 44,748 shares Expires 2027-01-25 F1 · derivative.exercise_date: The option vests in two equal installments on January 25, 2019 and January 25, 2021. 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.