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person · Reporting owner

Clark Dougherty Lucy

Disclosed activity across 3 companies

Tapewire entity
43178
SEC CIK
0001728999

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Eaton Corp plcETN · Entity 2604See Remarks below.February 25, 2026February 27, 2026
HERTZ GLOBAL HOLDINGS, INCHTZ · Entity 5147DirectorMay 28, 2026May 29, 2026
Polaris Inc.PII · Entity 760SVP-Gen Counsel & SecretaryJanuary 31, 2024February 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Ordinary SharesSEC Table I · non-derivativeDirect1,340 Ending reported balance After 2026-02-26 transaction · row 2
2 source rows · reconciled sequence

Row 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 2036-02-25Direct3,850 Reported balance After 2026-02-25 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 $0.00Direct1,305 Reported balance After 2026-02-25 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 $0.00Direct1,558 Reported balance After 2026-02-26 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect102,766 Reported balance After 2026-05-28 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect22,214 Ending reported balance After 2024-01-31 transaction · row 3
3 source rows · reconciled sequence

Row 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 2034-01-31Direct22,020 Reported balance After 2024-01-31 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2021 Filed Mar 16, 2021 22:31 UTC Polaris Inc. PII · Entity 760 Exercise / conversionCommon Stock 5,312 $94.54 $502,196.48
Disclosure

SEC source: 0001209191-21-021060 · doc4.xml · nonDerivative · entry 2

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,251

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
March 15, 2021 Filed Mar 16, 2021 22:31 UTC Polaris Inc. PII · Entity 760 Exercise / conversionCommon Stock 3,609 $84.58 $305,249.22
Disclosure

SEC source: 0001209191-21-021060 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,939

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
March 08, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 5,313 $0.00 Strike: $94.54 $0.00
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · derivative · entry 8

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,564

Underlying: CommonStock · 5,313 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
March 08, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 7,218 $0.00 Strike: $84.58 $0.00
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · derivative · entry 7

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,546

Underlying: Common Stock · 7,218 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
March 08, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 SaleCommon Stock 12,531 $135.00 $1,691,685.00
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · nonDerivative · entry 5

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.

Read SEC document
March 08, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 Exercise / conversionCommon Stock 5,313 $94.54 $502,291.02
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · nonDerivative · entry 4

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,861

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
March 08, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 Exercise / conversionCommon Stock 7,218 $84.58 $610,498.44
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · nonDerivative · entry 3

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,548

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
March 05, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 11,045 $0.00 Strike: $84.58 $0.00
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · derivative · entry 6

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,764

Underlying: Common Stock · 11,045 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
March 05, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 SaleCommon Stock 11,045 $130.00 $1,435,850.00
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · nonDerivative · entry 2

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.

Read SEC document
March 05, 2021 Filed Mar 9, 2021 22:06 UTC Polaris Inc. PII · Entity 760 Exercise / conversionCommon Stock 11,045 $84.58 $934,186.10
Disclosure

SEC source: 0001209191-21-019102 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,375

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 24, 2021 Filed Feb 26, 2021 21:08 UTC Polaris Inc. PII · Entity 760 SaleCommon Stock 5,781 $125.00 $722,625.00
Disclosure

SEC source: 0001209191-21-014696 · doc4.xml · nonDerivative · entry 1

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.

Read SEC document
January 31, 2021 Filed Feb 2, 2021 22:22 UTC Polaris Inc. PII · Entity 760 Tax withholdingCommon Stock 1,089 $116.67 $127,053.63
Disclosure

SEC source: 0001209191-21-006846 · doc4.xml · nonDerivative · entry 2

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,111

Read SEC document
January 29, 2021 Filed Feb 2, 2021 22:22 UTC Polaris Inc. PII · Entity 760 Tax withholdingCommon Stock 4,124 $116.67 $481,147.08
Disclosure

SEC source: 0001209191-21-006846 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,200

Read SEC document
January 27, 2021 Filed Jan 29, 2021 22:03 UTC Polaris Inc. PII · Entity 760 GrantEmployee Stock Option (right to buy) · Derivative 19,603 $0.00 Strike: $117.37 $0.00
Disclosure

SEC source: 0001209191-21-006131 · doc4.xml · derivative · entry 5

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,603

Underlying: Common Stock · 19,603 shares

Expires 2031-01-27

F4 · derivative.exercise_date: The option vests in three equal installments on January 27, 2022, January 27, 2023, and January 27, 2024.

Read SEC document
January 27, 2021 Filed Jan 29, 2021 22:03 UTC Polaris Inc. PII · Entity 760 Tax withholdingCommon Stock 1,080 $117.37 $126,759.60
Disclosure

SEC source: 0001209191-21-006131 · doc4.xml · nonDerivative · entry 4

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,324

F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting and settlement of a performance restricted stock unit award.

Read SEC document
January 27, 2021 Filed Jan 29, 2021 22:03 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 2,127 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-006131 · doc4.xml · nonDerivative · entry 3

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,404

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 27, 2021 Filed Jan 29, 2021 22:03 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 8,521 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-006131 · doc4.xml · nonDerivative · entry 2

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,277

Read SEC document
January 27, 2021 Filed Jan 29, 2021 22:03 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 2,983 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-006131 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,756

Read SEC document
August 05, 2020 Filed Aug 7, 2020 21:05 UTC Polaris Inc. PII · Entity 760 SaleCommon Stock 4,218 $107.00 $451,326.00
Disclosure

SEC source: 0001209191-20-045684 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,773

Read SEC document
January 29, 2020 Filed Jan 31, 2020 22:46 UTC Polaris Inc. PII · Entity 760 GrantEmployee Stock Options (right to buy) · Derivative 31,877 $0.00 Strike: $94.54 $0.00
Disclosure

SEC source: 0001209191-20-005831 · doc4.xml · derivative · entry 3

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,877

Underlying: Common Stock · 31,877 shares

Expires 2030-01-29

F1 · 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 22:46 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 3,703 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-005831 · doc4.xml · nonDerivative · entry 2

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,991

Read SEC document
January 29, 2020 Filed Jan 31, 2020 22:46 UTC Polaris Inc. PII · Entity 760 Tax withholdingCommon Stock 2,600 $94.54 $245,804.00
Disclosure

SEC source: 0001209191-20-005831 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,288

Read SEC document
April 26, 2019 Filed Apr 30, 2019 22:11 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 3,695 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-026654 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,888

Read SEC document
January 30, 2019 Filed Feb 1, 2019 22:59 UTC Polaris Inc. PII · Entity 760 GrantEmployee Stock Options (right to buy) · Derivative 32,809 $0.00 Strike: $84.58 $0.00
Disclosure

SEC source: 0001209191-19-006566 · doc4.xml · derivative · entry 2

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,809

Underlying: Common Stock · 32,809 shares

Expires 2029-01-30

F1 · 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 29, 2019 Filed Jan 31, 2019 21:12 UTC Polaris Inc. PII · Entity 760 Tax withholdingCommon Stock 4,162 $83.11 $345,903.82
Disclosure

SEC source: 0001209191-19-006142 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,193

Read SEC document
January 31, 2018 Filed Feb 2, 2018 17:48 UTC Polaris Inc. PII · Entity 760 GrantEmployee Stock Options (right to buy) · Derivative 19,237 $0.00 Strike: $113.01 $0.00
Disclosure

SEC source: 0001209191-18-006662 · doc4.xml · derivative · entry 2

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,237

Underlying: Common Stock · 19,237 shares

Expires 2028-01-31

F1 · 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 17:48 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 2,213 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-006662 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,355

Read SEC document
January 29, 2018 Filed Jan 31, 2018 22:20 UTC Polaris Inc. PII · Entity 760 GrantCommon Stock 25,142 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-006253 · doc4.xml · nonDerivative · entry 1

Clark Dougherty Lucy · CIK 0001728999 · SVP-Gen Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,142

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.