Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | January 20, 2026 | January 21, 2026 |
| GORMAN RUPP COGRC · Entity 4530 | Director | April 24, 2026 | April 24, 2026 |
| LINCOLN ELECTRIC HOLDINGS INCLECO · Entity 3367 | Executive V.P, CFO & Treasurer | March 04, 2020 | March 06, 2020 |
| Sotera Health CoSHC · Entity 3869 | Director | May 22, 2026 | May 27, 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.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date January 20, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,694.16 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 572 · Balance 21,694.16 F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.
GORMAN RUPP CO
Report date April 24, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,156 |
Reported balance
After 2026-04-24 transaction · row 1
1 source rowRow 1 · 2026-04-24 · Grant · Acquired 1,344 · Balance 14,156 F1: Represents restricted stock granted under the Company's shareholder approved equity plan, which vests in full on the date immediately preceding the Company's next annual meeting of shareholders. |
| Common StockSEC Table I · non-derivative | IndirectBy Margaret A Petrella 2020 Irrevocable Trust | 2,700 |
Reported balance
Holding disclosure · report date 2026-04-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,700 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted under the Company's shareholder approved equity plan, which vests in full on the date immediately preceding the Company's next annual meeting of shareholders.
LINCOLN ELECTRIC HOLDINGS INC
Report date March 04, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 70,888 |
Last balance in matching sequence
After 2020-03-04 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-03-04 · Grant · Acquired 4,211 · Balance 72,813 F1: Vesting pursuant to terms of the Performance Share Agreement. F2: Total includes 39,837 shares held as Joint Tenants with Reporting Person's spouse. Row 2 · 2020-03-04 · Tax withholding · Disposed 1,925 · Balance 70,888 F2: Total includes 39,837 shares held as Joint Tenants with Reporting Person's spouse. |
| Common SharesSEC Table I · non-derivative | Indirectby 401(k) | 3,313.03 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,313.03 |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting pursuant to terms of the Performance Share Agreement.
F2: Total includes 39,837 shares held as Joint Tenants with Reporting Person's spouse.
Sotera Health Co
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per share ("Common Stock")SEC Table I · non-derivative | Direct | 95,751 |
Reported balance
After 2026-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 14,970 · Balance 95,751 F1: These securities consist of 14,970 restricted stock units ("RSUs") that were granted on May 22, 2026, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incenctive Plan. Each RSU represents the Reporting Person's right to receive one share of Common Stock, subject to vesting conditions. The RSUs will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service as a non-employee director of the Issuer through such date. F2: These securities consist of 14,970 RSUs and 80,961 shares of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities consist of 14,970 restricted stock units ("RSUs") that were granted on May 22, 2026, pursuant to the terms of an RSU agreement under the Sotera Health Company 2020 Omnibus Incenctive Plan. Each RSU represents the Reporting Person's right to receive one share of Common Stock, subject to vesting conditions. The RSUs will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service as a non-employee director of the Issuer through such date.
F2: These securities consist of 14,970 RSUs and 80,961 shares of Common Stock.
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 |
|---|---|---|---|---|---|---|
| January 22, 2019 Filed Jan 23, 2019 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000024 · wf-form4_154827770233472.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,880.16 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 22:49 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Tax withholdingCommon Shares | 1,495 | $80.21 | $119,913.95 |
DisclosureSEC source: 0001209191-18-063276 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,876 F1 · balance_after: Total includes 39,837 shares held as Joint Tenants - Vincent K. Petrella and Margaret Petrella (spouse). Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:25 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 3,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-012973 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,364 F1 · price: Pursuant to restricted stock unit award. F2 · balance_after: 30,336 shares held as joint tenants - Vincent K. Petrella and Margaret Petrella (spouse). Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 18:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000034 · wf-form4_151690414764026.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,005.16 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. F2 · balance_after: Amount adjusted up by one share to reflect correction for dividend reinvestment plan activity. Read SEC document |
| December 13, 2017 Filed Dec 15, 2017 21:14 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Disposition to issuerCommon Shares | 2,585 | $91.44 | $236,372.40 |
DisclosureSEC source: 0001209191-17-065906 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,142 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:58 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,725 | $0.00 Strike: $85.30 | $0.00 |
DisclosureSEC source: 0001209191-17-014272 · doc4.xml · derivative · entry 3 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,725 Underlying: Common Shares · 15,725 shares Expires 2027-02-22 F2 · derivative.exercise_date: The options became exercisable in three equal annual installments on February 22, 2018, February 22, 2019 and February 22, 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:58 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 3,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014272 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,847 F1 · price: Pursuant to restricted stock unit awards. Read SEC document |
| February 22, 2017 Filed Feb 27, 2017 13:11 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantCommon Shares | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014566 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,729 F1 · price: Pursuant to restricted stock unit awards. Read SEC document |
| February 21, 2017 Filed Feb 23, 2018 21:25 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | GrantEmployee Stock Option (Right to Buy). · Derivative | 15,375 | $0.00 Strike: $90.70 | $0.00 |
DisclosureSEC source: 0001209191-18-012973 · doc4.xml · derivative · entry 3 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,375 Underlying: Common Shares · 15,375 shares Expires 2028-02-21 F3 · derivative.exercise_date: The options became exercisable in three equal annual installments on February 21, 2019, February 21, 2020 and February 21, 2021. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 18:18 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000029 · wf-form4_148536829562123.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,464.16 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 21:07 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionEmployee Stock Option (Right To Buy) · Derivative | 14,828 | $0.00 Strike: $31.32 | $0.00 |
DisclosureSEC source: 0001209191-16-155878 · doc4.xml · derivative · entry 7 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 14,828 shares Expires 2020-12-01 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 options became exercisable in three equal annual installments on December 1, 2011, December 1, 2012 and December 1, 2013. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 21:07 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | SaleCommon Shares | 14,828 | $79.23 | $1,174,883.23 |
DisclosureSEC source: 0001209191-16-155878 · doc4.xml · nonDerivative · entry 4 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,612 F2 · price: This transaction was executed in multiple trades at prices ranging from $79.10 to $79.47. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 21:07 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionCommon Shares | 14,828 | $31.32 | $464,338.82 |
DisclosureSEC source: 0001209191-16-155878 · doc4.xml · nonDerivative · entry 3 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,440 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 |
| December 15, 2016 Filed Dec 19, 2016 21:07 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,532 | $0.00 Strike: $31.32 | $0.00 |
DisclosureSEC source: 0001209191-16-155878 · doc4.xml · derivative · entry 6 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,828 Underlying: Common Shares · 6,532 shares Expires 2020-12-01 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 options became exercisable in three equal annual installments on December 1, 2011, December 1, 2012 and December 1, 2013. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 21:07 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | SaleCommon Shares | 6,532 | $79.18 | $517,175.67 |
DisclosureSEC source: 0001209191-16-155878 · doc4.xml · nonDerivative · entry 2 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,612 F1 · price: This transaction was executed in multiple trades at prices ranging from $79.10 to $79.54107 The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 21:07 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionCommon Shares | 6,532 | $31.32 | $204,549.58 |
DisclosureSEC source: 0001209191-16-155878 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,144 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 21, 2016 Filed Nov 22, 2016 21:05 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 27,280 | $0.00 Strike: $26.36 | $0.00 |
DisclosureSEC source: 0001209191-16-151696 · doc4.xml · derivative · entry 4 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 27,280 shares Expires 2019-12-01 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 options became exercisable in three equal annual installments on December 1, 2010, December 1, 2011 and December 1, 2012. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:05 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | SaleCommon Shares | 27,280 | $75.05 | $2,047,355.82 |
DisclosureSEC source: 0001209191-16-151696 · doc4.xml · nonDerivative · entry 2 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,612 F1 · price: This transaction was executed in multiple trades at prices ranging from $75.00 to $75.39. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:05 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionCommon Shares | 27,280 | $26.36 | $718,964.40 |
DisclosureSEC source: 0001209191-16-151696 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,892 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 10, 2016 Filed Nov 14, 2016 20:58 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 22,740 | $0.00 Strike: $21.99 | $0.00 |
DisclosureSEC source: 0001209191-16-149711 · doc4.xml · derivative · entry 4 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 22,740 shares Expires 2018-12-03 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 options became exercisable in three equal annual installments on December 3, 2009, December 3, 2010 and December 3, 2011. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 20:58 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | SaleCommon Shares | 22,740 | $75.39 | $1,714,304.93 |
DisclosureSEC source: 0001209191-16-149711 · doc4.xml · nonDerivative · entry 2 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,612 F1 · price: This transaction was executed in multiple trades at prices ranging from $74.83 to $75.59. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 20:58 UTC | LINCOLN ELECTRIC HOLDINGS INC LECO · Entity 3367 | Exercise / conversionCommon Shares | 22,740 | $21.99 | $499,938.90 |
DisclosureSEC source: 0001209191-16-149711 · doc4.xml · nonDerivative · entry 1 PETRELLA VINCENT K · CIK 0001276410 · Executive V.P, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,352 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.