Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | See Remarks below. | February 25, 2026 | February 27, 2026 |
| HERTZ GLOBAL HOLDINGS, INCHTZ · Entity 5147 | Director | May 28, 2026 | May 29, 2026 |
| Polaris Inc.PII · Entity 760 | SVP-Gen Counsel & Secretary | January 31, 2024 | February 02, 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.
Eaton Corp plc
Report date February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 1,340 |
Ending reported balance
After 2026-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-26 · Exercise / conversion · Acquired 767 · Balance 1,564 Row 2 · 2026-02-26 · Tax withholding · Disposed 224 · Balance 1,340 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $373.53 · Expires 2036-02-25 | Direct | 3,850 |
Reported balance
After 2026-02-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-25 · Grant · Acquired 3,850 · Balance 3,850 F1: These stock options become exercisable as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,305 |
Reported balance
After 2026-02-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-25 · Grant · Acquired 1,305 · Balance 1,305 F2: These restricted stock units were granted on February 25, 2026 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F4: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,558 |
Reported balance
After 2026-02-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-26 · Exercise / conversion · Disposed 767 · Balance 1,558 F3: These restricted stock units were granted on February 26, 2025 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F4: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: These stock options become exercisable as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date.
F2: These restricted stock units were granted on February 25, 2026 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
F3: These restricted stock units were granted on February 26, 2025 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
F4: This field is not applicable.
HERTZ GLOBAL HOLDINGS, INC
Report date May 28, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,766 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 31,877 · Balance 102,766 F1: Represents the equity portion of the annual retainer granted to the reporting person on May 28, 2026, which vests in full on the earlier of the business day immediately preceding the date of the Company's next annual stockholder's meeting, or the date of such director's departure from the Board for any reason other than a termination for cause (if earlier). The restricted stock units are subject to deferral election and will settle within 30 days following the date on which the reporting person ceases to serve as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the equity portion of the annual retainer granted to the reporting person on May 28, 2026, which vests in full on the earlier of the business day immediately preceding the date of the Company's next annual stockholder's meeting, or the date of such director's departure from the Board for any reason other than a termination for cause (if earlier). The restricted stock units are subject to deferral election and will settle within 30 days following the date on which the reporting person ceases to serve as a director.
Polaris Inc.
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,214 |
Ending reported balance
After 2024-01-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-01-31 · Grant · Acquired 3,891 · Balance 20,768 Row 2 · 2024-01-31 · Grant · Acquired 2,849 · Balance 23,617 F1: Shares acquired in settlement of an equal number of performance restricted stock units upon vesting of the units. F2: Each performance restricted stock unit represents the right to receive one share of the Issuer's common stock upon the vesting of the units. Row 3 · 2024-01-31 · Tax withholding · Disposed 1,403 · Balance 22,214 F3: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock award. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.96 · Expires 2034-01-31 | Direct | 22,020 |
Reported balance
After 2024-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-31 · Grant · Acquired 22,020 · Balance 22,020 F4: The option vests in three equal installments on February 11, 2025, February 10, 2026, and February 9, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired in settlement of an equal number of performance restricted stock units upon vesting of the units.
F2: Each performance restricted stock unit represents the right to receive one share of the Issuer's common stock upon the vesting of the units.
F3: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock award.
F4: The option vests in three equal installments on February 11, 2025, February 10, 2026, and February 9, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 28, 2026 Filed May 29, 2026 20:33 UTC | HERTZ GLOBAL HOLDINGS, INC HTZ · Entity 5147 | GrantCommon Stock | 31,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001657853-26-000031 · wk-form4_1780086829.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,766 F1 · shares: Represents the equity portion of the annual retainer granted to the reporting person on May 28, 2026, which vests in full on the earlier of the business day immediately preceding the date of the Company's next annual stockholder's meeting, or the date of such director's departure from the Board for any reason other than a termination for cause (if earlier). The restricted stock units are subject to deferral election and will settle within 30 days following the date on which the reporting person ceases to serve as a director. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 23:55 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 767 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-021739 · tm267606-3_4seq1.xml · derivative · entry 5 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,558 Underlying: Ordinary Shares · 767 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. F3 · derivative.exercise_date: These restricted stock units were granted on February 26, 2025 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 23:55 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 224 | $367.49 | $82,317.76 |
DisclosureSEC source: 0001104659-26-021739 · tm267606-3_4seq1.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,340 Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 23:55 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-021739 · tm267606-3_4seq1.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 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 |
| February 25, 2026 Filed Feb 27, 2026 23:55 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,305 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-021739 · tm267606-3_4seq1.xml · derivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,305 Underlying: Ordinary Shares · 1,305 shares Expires not disclosed F2 · derivative.exercise_date: These restricted stock units were granted on February 25, 2026 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:55 UTC | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 3,850 | $0.00 Strike: $373.53 | $0.00 |
DisclosureSEC source: 0001104659-26-021739 · tm267606-3_4seq1.xml · derivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,850 Underlying: Ordinary Shares · 3,850 shares Expires 2036-02-25 F1 · derivative.exercise_date: These stock options become exercisable as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Read SEC document |
| February 03, 2026 Filed Feb 20, 2026 22:16 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-018221 · tm266915-2_4seq1.xml · derivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,339 Underlying: Ordinary Shares · 1,151 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: These restricted stock units were granted on February 3, 2025 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 03, 2026 Filed Feb 20, 2026 22:16 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 354 | $360.27 | $127,535.58 |
DisclosureSEC source: 0001104659-26-018221 · tm266915-2_4seq1.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 797 Read SEC document |
| February 03, 2026 Filed Feb 20, 2026 22:16 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-018221 · tm266915-2_4seq1.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 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 21, 2025 Filed May 23, 2025 22:45 UTC | HERTZ GLOBAL HOLDINGS, INC HTZ · Entity 5147 | GrantCommon Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001657853-25-000073 · wk-form4_1748040330.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,889 F1 · shares: Represents the equity portion of the annual retainer granted to the reporting person on May 21, 2025 for service as a member of the Board of Directors (the "Board") of the Company. These restricted stock units ("RSUs") vest in full on the earlier of the business day immediately preceding the date of the Company's next annual stockholders' meeting and the date of such reporting person's departure from the Board for any reason other than a termination for cause. The RSUs will be settled within 30 days after the applicable vesting date. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 21:25 UTC | HERTZ GLOBAL HOLDINGS, INC HTZ · Entity 5147 | GrantCommon Stock | 42,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001657853-24-000122 · wk-form4_1725483423.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,889 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:27 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Option (right to buy) · Derivative | 22,020 | $0.00 Strike: $89.96 | $0.00 |
DisclosureSEC source: 0001628280-24-003119 · wk-form4_1706916451.xml · derivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,020 Underlying: Common Stock · 22,020 shares Expires 2034-01-31 F4 · derivative.exercise_date: The option vests in three equal installments on February 11, 2025, February 10, 2026, and February 9, 2027. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:27 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 1,403 | $89.96 | $126,213.88 |
DisclosureSEC source: 0001628280-24-003119 · wk-form4_1706916451.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,214 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock award. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:27 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 2,849 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-003119 · wk-form4_1706916451.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,617 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 represents the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:27 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 3,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003119 · wk-form4_1706916451.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,768 Read SEC document |
| January 27, 2024 Filed Jan 30, 2024 23:17 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 1,537 | $91.37 | $140,435.69 |
DisclosureSEC source: 0001628280-24-002595 · wk-form4_1706656622.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,877 Read SEC document |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 6,581 | $0.00 Strike: $111.32 | $0.00 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · derivative · entry 9 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,160 Underlying: Common Stock · 6,581 shares Expires 2032-01-26 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. F6 · derivative.exercise_date: The option vests in three equal installments on January 26, 2023, January 26, 2024, and January 26, 2025. Read SEC document |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 13,069 | $0.00 Strike: $117.37 | $0.00 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · derivative · entry 8 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,534 Underlying: Common Stock · 13,069 shares Expires 2031-01-27 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. F5 · derivative.exercise_date: The option vests in three equal installments on January 27, 2022, January 27, 2023, and January 27, 2024. Read SEC document |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,237 | $0.00 Strike: $113.01 | $0.00 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · derivative · entry 7 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,237 shares Expires 2028-01-31 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. 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 |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 33,594 | $134.19 | $4,507,978.86 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · nonDerivative · entry 6 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,414 F3 · price: Reflects the weighted average price of 33,594 shares of Common Stock sold by the reporting person in multiple transactions on July 27, 2023 with sale prices ranging from $134.00 to $134.38 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 |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 1,187 | $137.24 | $162,903.88 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · nonDerivative · entry 5 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,008 F2 · price: Reflects the weighted average price of 1,187 shares of Common Stock sold by the reporting person in multiple transactions on July 27, 2023 with sale prices ranging from $137.00 to $137.41 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 |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 4,106 | $137.88 | $566,135.28 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · nonDerivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,195 F1 · price: Reflects the weighted average price of 4,106 shares of Common Stock sold by the reporting person in multiple transactions on July 27, 2023 with sale prices ranging from $137.42 to $138.41 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 |
| July 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 6,581 | $111.32 | $732,596.92 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,301 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 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 13,069 | $117.37 | $1,533,908.53 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,720 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 27, 2023 Filed Aug 1, 2023 01:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 19,237 | $113.01 | $2,173,973.37 |
DisclosureSEC source: 0001628280-23-026328 · wk-form4_1690854481.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,651 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 |
| February 01, 2023 Filed Feb 3, 2023 00:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,626 | $0.00 Strike: $94.54 | $0.00 |
DisclosureSEC source: 0001628280-23-002119 · wf-form4_167538288612098.xml · derivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,626 shares Expires 2030-01-29 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: The exercise and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022. F2 · derivative.exercise_date: The option vests in three equal installments on January 29, 2021, January 29, 2022, and January 29, 2023. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 00:08 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 10,626 | $115.00 | $1,221,990.00 |
DisclosureSEC source: 0001628280-23-002119 · wf-form4_167538288612098.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,282 F1 · shares: The exercise and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 00:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 10,626 | $94.54 | $1,004,582.04 |
DisclosureSEC source: 0001628280-23-002119 · wf-form4_167538288612098.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,908 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: The exercise and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:43 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (right to buy) · Derivative | 16,070 | $0.00 Strike: $117.78 | $0.00 |
DisclosureSEC source: 0000899243-23-003981 · doc4.xml · derivative · entry 5 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,070 Underlying: Common Stock · 16,070 shares Expires 2033-02-01 F5 · derivative.exercise_date: The option vests in three equal installments on February 1, 2024, February 1, 2025, and February 1, 2026. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:43 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 3,064 | $117.78 | $360,877.92 |
DisclosureSEC source: 0000899243-23-003981 · doc4.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,414 F3 · shares: Shares withheld equal to the amount needed to satisfy reporting person's tax withholding obligation upon the vesting and settlement of a performance restricted stock unit award. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:43 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 6,224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003981 · doc4.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,478 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 represents the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:43 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 2,972 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003981 · doc4.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,254 Read SEC document |
| January 31, 2023 Filed Feb 3, 2023 00:08 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 4,454 | $111.00 | $494,394.00 |
DisclosureSEC source: 0001628280-23-002119 · wf-form4_167538288612098.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,282 F1 · shares: The exercise and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2022. Read SEC document |
| January 29, 2023 Filed Jan 31, 2023 23:59 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 1,877 | $107.18 | $201,176.86 |
DisclosureSEC source: 0001628280-23-001855 · wf-form4_167520954258269.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,736 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 23:59 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 4,193 | $107.18 | $449,405.74 |
DisclosureSEC source: 0001628280-23-001855 · wf-form4_167520954258269.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,613 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 22:02 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 4,257 | $125.00 | $532,125.00 |
DisclosureSEC source: 0001628280-22-003197 · wf-form4_164522173911375.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,806 F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 27, 2022. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,626 | $0.00 Strike: $94.54 | $0.00 |
DisclosureSEC source: 0001628280-22-002540 · wf-form4_164487645920371.xml · derivative · entry 5 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,626 Underlying: Common Stock · 10,626 shares Expires 2030-01-29 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. F3 · derivative.exercise_date: The option vests in three equal installments on January 29, 2021, January 29, 2022, and January 29, 2023. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,937 | $0.00 Strike: $84.58 | $0.00 |
DisclosureSEC source: 0001628280-22-002540 · wf-form4_164487645920371.xml · derivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,937 shares Expires 2029-01-30 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 option vests in three equal installments on January 30, 2020, January 30, 2021, and January 30, 2022. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 23,734 | $120.00 | $2,848,080.00 |
DisclosureSEC source: 0001628280-22-002540 · wf-form4_164487645920371.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,063 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 27, 2022. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 10,626 | $94.54 | $1,004,582.04 |
DisclosureSEC source: 0001628280-22-002540 · wf-form4_164487645920371.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,797 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: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 27, 2022. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 10,937 | $84.58 | $925,051.46 |
DisclosureSEC source: 0001628280-22-002540 · wf-form4_164487645920371.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,171 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: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 27, 2022. Read SEC document |
| January 30, 2022 Filed Feb 2, 2022 01:44 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 1,818 | $112.24 | $204,052.32 |
DisclosureSEC source: 0001628280-22-001596 · wf-form4_164376622616455.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,234 Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:19 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (right to buy) · Derivative | 21,142 | $0.00 Strike: $111.32 | $0.00 |
DisclosureSEC source: 0001628280-22-001477 · wf-form4_164340834495152.xml · derivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,142 Underlying: Common Stock · 21,142 shares Expires 2032-01-26 F4 · derivative.exercise_date: The option vests in three equal installments on January 26, 2023, January 26, 2024, and January 26, 2025. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:19 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 2,592 | $111.32 | $288,541.44 |
DisclosureSEC source: 0001628280-22-001477 · wf-form4_164340834495152.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,052 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of performance restricted stock award. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:19 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 5,169 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-22-001477 · wf-form4_164340834495152.xml · nonDerivative · entry 2 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,644 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 represents the right to receive one share of the Issuer's common stock upon the vesting of the units. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 22:19 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 3,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-001477 · wf-form4_164340834495152.xml · nonDerivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,475 Read SEC document |
| January 26, 2022 Filed Jul 28, 2023 21:40 UTC Amendment | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (right to buy) · Derivative | 19,741 | $0.00 Strike: $111.32 | $0.00 |
DisclosureSEC source: 0001628280-23-026140 · wk-form4a_1690580409.xml · derivative · entry 1 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,741 Underlying: Common Stock · 19,741 shares Expires 2032-01-26 F1 · derivative.exercise_date: The option vests in three equal installments on January 26, 2023, January 26, 2024, and January 26, 2025. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:31 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,312 | $0.00 Strike: $94.54 | $0.00 |
DisclosureSEC source: 0001209191-21-021060 · doc4.xml · derivative · entry 5 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,252 Underlying: CommonStock · 5,312 shares Expires 2030-01-29 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. 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 |
| March 15, 2021 Filed Mar 16, 2021 22:31 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,609 | $0.00 Strike: $84.58 | $0.00 |
DisclosureSEC source: 0001209191-21-021060 · doc4.xml · derivative · entry 4 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,937 Underlying: Common Stock · 3,609 shares Expires 2029-01-30 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. F3 · derivative.exercise_date: The option vests in three equal installments on January 30, 2020, January 30, 2021, and January 30, 2022. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:31 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 8,921 | $140.03 | $1,249,207.63 |
DisclosureSEC source: 0001209191-21-021060 · doc4.xml · nonDerivative · entry 3 Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,330 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. F2 · price: Reflects the weighted average price of 8,921 shares of Common Stock sold by the reporting person in multiple transactions on March 15, 2021 with sale prices ranging from $140.00 to $140.04 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.