Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALL CorpBALL · Entity 3320 | Director | September 21, 2026 | September 21, 2026 |
| LENNOX INTERNATIONAL INCLII · Entity 3415 | Director | May 21, 2026 | May 26, 2026 |
| WATERS CORP /DE/WAT · Entity 3080 | SVP and CFO | October 30, 2020 | November 02, 2020 |
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.
BALL Corp
Report date September 21, 2026 · Filed September 21, 2026
This filing explicitly reported no securities owned.
LENNOX INTERNATIONAL INC
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.01 Per ShareSEC Table I · non-derivative | Direct | 2,306 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 343 · Balance 2,306 |
WATERS CORP /DE/
Report date October 30, 2020 · Filed November 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,720 |
Ending reported balance
After 2020-10-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-10-30 · Exercise / conversion · Acquired 17,499 · Balance 21,219 Row 2 · 2020-10-30 · Sale · Disposed 17,499 · Balance 3,720 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $141.74 · Expires 2027-01-19 | Direct | 11,666 |
Reported balance
After 2020-10-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-10-30 · Exercise / conversion · Disposed 17,499 · Balance 11,666 |
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 21, 2026 Filed May 26, 2026 19:56 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001069202-26-000072 · wk-form4_1779825398.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,306 Read SEC document |
| May 22, 2025 Filed May 27, 2025 14:14 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015606 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,963 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 15:36 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | SaleCommon Stock, Par Value $0.01 Per Share | 500 | $660.74 | $330,370.00 |
DisclosureSEC source: 0001127602-24-028222 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,693 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 14:23 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | SaleCommon Stock, Par Value $0.01 Per Share | 500 | $583.47 | $291,735.00 |
DisclosureSEC source: 0001127602-24-022892 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,193 Read SEC document |
| May 16, 2024 Filed May 20, 2024 22:04 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016042 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,693 Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:10 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | PurchaseCommon Stock, Par Value $0.01 Per Share | 350 | $285.02 | $99,757.35 |
DisclosureSEC source: 0001127602-23-014246 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,388 Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 21:28 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 567 | $259.56 | $147,170.52 |
DisclosureSEC source: 0001127602-22-027285 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,038 Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 20:28 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 431 | $328.65 | $141,648.15 |
DisclosureSEC source: 0001127602-21-030885 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,471 Read SEC document |
| January 15, 2021 Filed Jan 15, 2021 19:54 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 18 | $273.97 | $4,931.46 |
DisclosureSEC source: 0001127602-21-001744 · form4.xml · nonDerivative · entry 2 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,040 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| January 15, 2021 Filed Jan 15, 2021 19:54 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 9 | $272.61 | $2,453.49 |
DisclosureSEC source: 0001127602-21-001744 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 21:00 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031346 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 17:23 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,499 | $0.00 Strike: $141.74 | $0.00 |
DisclosureSEC source: 0001127602-20-027785 · form4.xml · derivative · entry 3 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 17,499 shares Expires 2027-01-19 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 30, 2020 Filed Nov 2, 2020 17:23 UTC | WATERS CORP /DE/ WAT · Entity 3080 | SaleCommon Stock | 17,499 | $221.62 | $3,878,128.38 |
DisclosureSEC source: 0001127602-20-027785 · form4.xml · nonDerivative · entry 2 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,720 Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 17:23 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Exercise / conversionCommon Stock | 17,499 | $141.74 | $2,480,308.26 |
DisclosureSEC source: 0001127602-20-027785 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,219 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 15, 2020 Filed Oct 19, 2020 19:02 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 9 | $272.61 | $2,453.49 |
DisclosureSEC source: 0001127602-20-027166 · form4.xml · nonDerivative · entry 2 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 19:02 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 7 | $232.99 | $1,630.93 |
DisclosureSEC source: 0001127602-20-027166 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 19:47 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 14 | $232.99 | $3,261.86 |
DisclosureSEC source: 0001127602-20-021732 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556 F1 · shares: Director's Quarterly Stock Compensation Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 20:56 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 27 | $181.79 | $4,908.33 |
DisclosureSEC source: 0001127602-20-013884 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 18:20 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Tax withholdingCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009312 · form4.xml · nonDerivative · entry 2 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,720 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 18:20 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 3,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009312 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,679 F1 · shares: Represents the number of shares of common stock issued upon the vesting of a performance stock unit ("PSU"). Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 19:01 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 13,419 | $0.00 Strike: $224.37 | $0.00 |
DisclosureSEC source: 0001127602-20-005568 · form4.xml · derivative · entry 2 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,419 Underlying: Common Stock · 13,419 shares Expires 2030-02-12 F1 · derivative.exercise_date: These options vest 20% per annum for a 5 year period beginning on February 12, 2021. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 14:58 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Tax withholdingCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002134 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,412 Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 21:27 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 20 | $243.97 | $4,879.40 |
DisclosureSEC source: 0001127602-20-001809 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| December 13, 2019 Filed Dec 17, 2019 22:30 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035254 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 20:05 UTC | LENNOX INTERNATIONAL INC LII · Entity 3415 | GrantCommon Stock, Par Value $0.01 Per Share | 20 | $242.97 | $4,859.40 |
DisclosureSEC source: 0001127602-19-030600 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 F1 · kind: Director's Quarterly Stock Compensation Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 14:50 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Tax withholdingCommon Stock | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002515 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,638 Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 15:10 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 18,217 | $0.00 Strike: $189.54 | $0.00 |
DisclosureSEC source: 0001127602-18-035964 · form4.xml · derivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,217 Underlying: Common Stock · 18,217 shares Expires 2028-12-10 F1 · derivative.exercise_date: These options vest 20% per annum for a 5 y ear period beginning on December 10, 2019. Read SEC document |
| January 19, 2018 Filed Jan 22, 2018 15:24 UTC | WATERS CORP /DE/ WAT · Entity 3080 | Tax withholdingCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002185 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,867 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 17:59 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 20,061 | $0.00 Strike: $194.25 | $0.00 |
DisclosureSEC source: 0001127602-17-034111 · form4.xml · derivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,061 Underlying: Common Stock · 20,061 shares Expires 2027-12-05 F1 · derivative.exercise_date: These options vest 20% per annum for a 5 year period beginning on December 5, 2018. Read SEC document |
| December 05, 2017 Filed Jan 11, 2018 16:28 UTC Amendment | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 20,061 | $0.00 Strike: $194.26 | $0.00 |
DisclosureSEC source: 0001127602-18-001589 · form4a.xml · derivative · entry 2 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,061 Underlying: Common Stock · 20,061 shares Expires 2027-12-05 F1 · derivative.exercise_price: To report the correct grant price of $194.26 for the grant of stock options on December 5, 2017 which, due to a clerical error, was previously reported as a grant price of $194.25. F2 · derivative.exercise_date: These options vest 20% per annum for a 5 year period beginning on December 5, 2018. Read SEC document |
| January 19, 2017 Filed Jan 20, 2017 14:35 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 29,165 | $0.00 Strike: $141.74 | $0.00 |
DisclosureSEC source: 0001127602-17-002124 · form4.xml · derivative · entry 2 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,165 Underlying: Common Stock · 29,165 shares Expires 2027-01-19 F2 · derivative.exercise_date: Options vest 20% per annum for a 5 year period beginning on January 19, 2018. Read SEC document |
| January 19, 2017 Filed Jan 20, 2017 14:35 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 2,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002124 · form4.xml · nonDerivative · entry 1 Buck Sherry · CIK 0001555182 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,116 F1 · shares: These Restricted Stock Units vest 33 1/3% per annum for a 3 year period beginning on January 19, 2018. 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.