Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWSERVE CORPFLS · Entity 3541 | Chief Financial Officer | March 02, 2026 | March 04, 2026 |
| Innovex International, Inc.DRQ · Entity 4462 | Director | March 18, 2024 | March 19, 2024 |
| PEABODY ENERGY CORPBTU · Entity 4124 | EVP and CFO | January 02, 2020 | January 07, 2020 |
| Xerox Holdings CorpXRX · Entity 5610 | Director | May 20, 2026 | May 22, 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.
FLOWSERVE CORP
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,390 |
Ending reported balance
After 2026-03-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 8,517 · Balance 102,316 Row 2 · 2026-03-02 · Tax withholding · Disposed 3,378 · Balance 98,938 Row 3 · 2026-03-02 · Exercise / conversion · Acquired 5,693 · Balance 104,631 Row 4 · 2026-03-02 · Tax withholding · Disposed 2,241 · Balance 102,390 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,533 |
Reported balance
After 2026-03-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-02 · Exercise / conversion · Disposed 8,248 · Balance 39,533 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,927 |
Reported balance
After 2026-03-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-02 · Exercise / conversion · Disposed 5,606 · Balance 33,927 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day.
Innovex International, Inc.
Report date March 18, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,527 |
Reported balance
After 2024-03-18 transaction · row 1
1 source rowRow 1 · 2024-03-18 · Grant · Acquired 6,300 · Balance 45,527 |
PEABODY ENERGY CORP
Report date January 02, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 208,125 |
Reported balance
After 2020-01-02 transaction · row 1
1 source rowRow 1 · 2020-01-02 · Tax withholding · Disposed 2,472 · Balance 208,125 F1: The shares of Common Stock were withheld to satisfy the tax withholding obligation applicable to the vesting of 7,050 restricted stock units on January 2, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Common Stock were withheld to satisfy the tax withholding obligation applicable to the vesting of 7,050 restricted stock units on January 2, 2020.
Xerox Holdings Corp
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 105,802 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 87,209 · Balance 105,802 F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2: The DSUs will vest on May 20, 2027. F3: Balance adjusted to reflect 2,441 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period.
F2: The DSUs will vest on May 20, 2027.
F3: Balance adjusted to reflect 2,441 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates.
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 20, 2026 Filed May 22, 2026 22:26 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 87,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237265 · ownership.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,802 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 20, 2027. F3 · balance_after: Balance adjusted to reflect 2,441 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 5,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014682 · wk-form4_1772660474.xml · derivative · entry 6 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,927 Underlying: Common Stock · 5,606 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014682 · wk-form4_1772660474.xml · derivative · entry 5 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,533 Underlying: Common Stock · 8,248 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. These restricted stock units vested on March 1, 2026, and settled on the next business day. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 2,241 | $88.52 | $198,373.32 |
DisclosureSEC source: 0001628280-26-014682 · wk-form4_1772660474.xml · nonDerivative · entry 4 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,390 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 5,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014682 · wk-form4_1772660474.xml · nonDerivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,631 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 02, 2026 Filed Mar 4, 2026 21:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,378 | $88.52 | $299,020.56 |
DisclosureSEC source: 0001628280-26-014682 · wk-form4_1772660474.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,938 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 8,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014682 · wk-form4_1772660474.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,316 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 17, 2026 Filed Feb 18, 2026 21:19 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009080 · wk-form4_1771449592.xml · derivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,781 Underlying: Common Stock · 8,650 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:19 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,592 | $89.69 | $322,166.48 |
DisclosureSEC source: 0001628280-26-009080 · wk-form4_1771449592.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,799 Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:19 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 9,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009080 · wk-form4_1771449592.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,391 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 13, 2026 Filed Feb 17, 2026 21:37 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionPerformance Rights · Derivative | 55,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008631 · wk-form4_1771364245.xml · derivative · entry 5 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,361 Underlying: Common Stock · 55,742 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_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2023 and ending on December 31, 2025 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's free cash flow ("FCF") as a percentage of net income for each calendar year during the performance period. The performance rights are also subject to a 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2023 and ending on December 31, 2025 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's free cash flow ("FCF") as a percentage of net income for each calendar year during the performance period. The performance rights are also subject to a 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F3 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2023 and ending on December 31, 2025 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's free cash flow ("FCF") as a percentage of net income for each calendar year during the performance period. The performance rights are also subject to a 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:37 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 23,192 | $87.02 | $2,018,167.84 |
DisclosureSEC source: 0001628280-26-008631 · wk-form4_1771364245.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,263 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:37 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantCommon Stock | 58,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008631 · wk-form4_1771364245.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,455 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:37 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 14,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008631 · wk-form4_1771364245.xml · derivative · entry 4 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,431 Underlying: Common Stock · 14,892 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2026. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2026. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2026. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:37 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 14,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008631 · wk-form4_1771364245.xml · derivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,103 Underlying: Common Stock · 14,892 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2026 and ending on December 31, 2028 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's average annual earnings per share growth over each calendar year during the performance period. The performance rights are also subject to a 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period, as of January 1, 2026. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2026 and ending on December 31, 2028 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's average annual earnings per share growth over each calendar year during the performance period. The performance rights are also subject to a 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period, as of January 1, 2026. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2026 and ending on December 31, 2028 which are: 1) the issuer's return on invested capital ("ROIC") measured against the issuer's target ROIC for each calendar year during the performance period; and 2) the issuer's average annual earnings per share growth over each calendar year during the performance period. The performance rights are also subject to a 15% payout modifier (positive or negative) based on the issuer's relative total shareholder return ("TSR") in comparison to the TSR of companies that comprise the S&P 500 Industrial Index for the entire performance period, as of January 1, 2026. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| November 04, 2025 Filed Nov 5, 2025 22:13 UTC | FLOWSERVE CORP FLS · Entity 3541 | SaleCommon Stock | 47,000 | $71.02 | $3,337,940.00 |
DisclosureSEC source: 0001628280-25-049691 · wk-form4_1762380814.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,628 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions on one day at prices ranging from $71.00 to $71.06. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 21, 2025 Filed May 24, 2025 01:23 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 44,378 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077302 · ownership.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,378 F1 · shares: The Restricted Stock Units will vest on May 21, 2026. Read SEC document |
| May 21, 2025 Filed Jun 16, 2025 23:25 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | GrantRestricted Stock Units | 42,134 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086971 · ownership.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,134 F1 · shares: The Restricted Stock Units (RSUs) will vest on May 21, 2026. F2 · shares: This amendment is being filed to correct an inadvertent clerical error in reporting the number of RSUs awarded on May 21, 2025. The correct number of RSUs awarded is 42,134, not 44,378, as was originally reported on the Form 4 filed on May 23, 2025. F2 · balance_after: This amendment is being filed to correct an inadvertent clerical error in reporting the number of RSUs awarded on May 21, 2025. The correct number of RSUs awarded is 42,134, not 44,378, as was originally reported on the Form 4 filed on May 23, 2025. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000053 · wk-form4_1741130723.xml · derivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,539 Underlying: Common Stock · 8,249 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2024. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2024. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2024. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,385 | $55.04 | $186,310.40 |
DisclosureSEC source: 0000030625-25-000053 · wk-form4_1741130723.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,628 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 8,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000053 · wk-form4_1741130723.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,013 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 17, 2025 Filed Feb 19, 2025 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000023 · wk-form4_1740001358.xml · derivative · entry 6 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,788 Underlying: Common Stock · 8,650 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 17, 2025 Filed Feb 19, 2025 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,538 | $62.29 | $220,382.02 |
DisclosureSEC source: 0000030625-25-000023 · wk-form4_1740001358.xml · nonDerivative · entry 4 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,626 Read SEC document |
| February 17, 2025 Filed Feb 19, 2025 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 8,990 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000023 · wk-form4_1740001358.xml · nonDerivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,164 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 15, 2025 Filed Feb 19, 2025 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000023 · wk-form4_1740001358.xml · derivative · entry 5 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,438 Underlying: Common Stock · 8,407 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,533 | $62.29 | $220,070.57 |
DisclosureSEC source: 0000030625-25-000023 · wk-form4_1740001358.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,174 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 8,978 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000023 · wk-form4_1740001358.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,707 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 13, 2025 Filed Feb 18, 2025 21:29 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionPerformance Rights · Derivative | 19,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000015 · wk-form4_1739914179.xml · derivative · entry 5 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,211 Underlying: Common Stock · 19,345 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_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate of 76.7% (plus dividends accrued on the underlying shares) based on two factors during the three-year performance cycle beginning on January 1, 2022 and ending on December 31, 2024, which are: 1) the issuer's free cash flow ("FCF") as a percent of adjusted net income for the performance period in comparison to the issuer's targeted free cash flow as a percent of adjusted net income for the performance period; and 2) the issuer's return on invested capital ("ROIC") for each calendar year in the performance period measured against the issuer's targeted ROIC for each calendar year under its operating plan. The performance rights were also subject to a 15% payout modifier (positive or negative) based on the issuer's total shareholder return ("TSR") in comparison to the TSR of peer companies for the entire performance period. F3 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate of 76.7% (plus dividends accrued on the underlying shares) based on two factors during the three-year performance cycle beginning on January 1, 2022 and ending on December 31, 2024, which are: 1) the issuer's free cash flow ("FCF") as a percent of adjusted net income for the performance period in comparison to the issuer's targeted free cash flow as a percent of adjusted net income for the performance period; and 2) the issuer's return on invested capital ("ROIC") for each calendar year in the performance period measured against the issuer's targeted ROIC for each calendar year under its operating plan. The performance rights were also subject to a 15% payout modifier (positive or negative) based on the issuer's total shareholder return ("TSR") in comparison to the TSR of peer companies for the entire performance period. F3 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate of 76.7% (plus dividends accrued on the underlying shares) based on two factors during the three-year performance cycle beginning on January 1, 2022 and ending on December 31, 2024, which are: 1) the issuer's free cash flow ("FCF") as a percent of adjusted net income for the performance period in comparison to the issuer's targeted free cash flow as a percent of adjusted net income for the performance period; and 2) the issuer's return on invested capital ("ROIC") for each calendar year in the performance period measured against the issuer's targeted ROIC for each calendar year under its operating plan. The performance rights were also subject to a 15% payout modifier (positive or negative) based on the issuer's total shareholder return ("TSR") in comparison to the TSR of peer companies for the entire performance period. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 16,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000015 · wk-form4_1739914179.xml · derivative · entry 4 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,845 Underlying: Common Stock · 16,818 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2025. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2025. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of March 1, 2025. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 16,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000015 · wk-form4_1739914179.xml · derivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,556 Underlying: Common Stock · 16,818 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2025 and ending on December 31, 2027 which are based equally on: 1) the issuer's ROIC for each calendar year in the performance period measured against the issuer's target ROIC for each calendar year in the performance period; and 2) the issuer's FCF as a percentage of adjusted net income for each calendar year in the performance period measured against the issuer's target FCF as a percentage of adjusted net income for each calendar year in the performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative TSR in comparison to the TSR of companies that comprise the S&P 500 Industrials Index for the entire performance period. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2025 and ending on December 31, 2027 which are based equally on: 1) the issuer's ROIC for each calendar year in the performance period measured against the issuer's target ROIC for each calendar year in the performance period; and 2) the issuer's FCF as a percentage of adjusted net income for each calendar year in the performance period measured against the issuer's target FCF as a percentage of adjusted net income for each calendar year in the performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative TSR in comparison to the TSR of companies that comprise the S&P 500 Industrials Index for the entire performance period. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2025 and ending on December 31, 2027 which are based equally on: 1) the issuer's ROIC for each calendar year in the performance period measured against the issuer's target ROIC for each calendar year in the performance period; and 2) the issuer's FCF as a percentage of adjusted net income for each calendar year in the performance period measured against the issuer's target FCF as a percentage of adjusted net income for each calendar year in the performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative TSR in comparison to the TSR of companies that comprise the S&P 500 Industrials Index for the entire performance period. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 8,015 | $62.00 | $496,930.00 |
DisclosureSEC source: 0000030625-25-000015 · wk-form4_1739914179.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,729 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantCommon Stock | 20,659 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-25-000015 · wk-form4_1739914179.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,744 Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:18 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 16,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064751 · ownership.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,152 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 22, 2025. Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 14:08 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 6,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033175 · ownership.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,527 Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · derivative · entry 12 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,027 Underlying: Common Stock · 8,650 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,480 | $42.90 | $149,292.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 8 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,085 Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 8,842 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 7 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,565 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 16, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 6,857 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · derivative · entry 11 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,677 Underlying: Common Stock · 6,857 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 13,273 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · derivative · entry 10 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,534 Underlying: Common Stock · 13,273 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 2,897 | $42.90 | $124,281.30 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 6 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,723 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 7,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 5 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,620 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 16, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 5,609 | $42.90 | $240,626.10 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 4 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,258 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 14,252 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,867 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 15, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 8,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · derivative · entry 9 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,807 Underlying: Common Stock · 8,407 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 3,475 | $42.98 | $149,355.50 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,615 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 8,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000029 · wk-form4_1708464372.xml · nonDerivative · entry 1 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,090 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 09, 2024 Filed Feb 13, 2024 21:09 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionPerformance Rights · Derivative | 20,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000010 · wk-form4_1707858548.xml · derivative · entry 5 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,738 Underlying: Common Stock · 20,750 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_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate of 49% (plus dividends accrued on the underlying shares) based on two factors during the three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023, which are: 1) the issuer's free cash flow ("FCF") as a percent of adjusted net income for the performance period in comparison to the issuer's targeted free cash flow as a percent of adjusted net income for the performance period, and 2) the issuer's return on invested capital ("ROIC") for each calendar year in the performance period measured against the issuer's targeted ROIC for each calendar year under its operating plan. The performance rights were also subject to a 15% payout modifier (positive or negative) based on the issuer's total shareholder return ("TSR") in comparison to the TSR of peer companies for the entire performance period. F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate of 49% (plus dividends accrued on the underlying shares) based on two factors during the three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023, which are: 1) the issuer's free cash flow ("FCF") as a percent of adjusted net income for the performance period in comparison to the issuer's targeted free cash flow as a percent of adjusted net income for the performance period, and 2) the issuer's return on invested capital ("ROIC") for each calendar year in the performance period measured against the issuer's targeted ROIC for each calendar year under its operating plan. The performance rights were also subject to a 15% payout modifier (positive or negative) based on the issuer's total shareholder return ("TSR") in comparison to the TSR of peer companies for the entire performance period. F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate of 49% (plus dividends accrued on the underlying shares) based on two factors during the three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023, which are: 1) the issuer's free cash flow ("FCF") as a percent of adjusted net income for the performance period in comparison to the issuer's targeted free cash flow as a percent of adjusted net income for the performance period, and 2) the issuer's return on invested capital ("ROIC") for each calendar year in the performance period measured against the issuer's targeted ROIC for each calendar year under its operating plan. The performance rights were also subject to a 15% payout modifier (positive or negative) based on the issuer's total shareholder return ("TSR") in comparison to the TSR of peer companies for the entire performance period. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:09 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 24,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000010 · wk-form4_1707858548.xml · derivative · entry 4 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,488 Underlying: Common Stock · 24,746 shares Expires not disclosed F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2024 and ending on December 31, 2026 which are based equally on: 1) the issuer's ROIC for each calendar year in the performance period measured against the issuer's target ROIC for each calendar year in the performance period; and 2) the issuer's FCF as a percentage of adjusted net income for each calendar year in the performance period measured against the issuer's target FCF as a percentage of adjusted net income for each calendar year in the performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative TSR in comparison to the TSR of companies that comprise the S&P 500 Industrials Index for the entire performance period. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2024 and ending on December 31, 2026 which are based equally on: 1) the issuer's ROIC for each calendar year in the performance period measured against the issuer's target ROIC for each calendar year in the performance period; and 2) the issuer's FCF as a percentage of adjusted net income for each calendar year in the performance period measured against the issuer's target FCF as a percentage of adjusted net income for each calendar year in the performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative TSR in comparison to the TSR of companies that comprise the S&P 500 Industrials Index for the entire performance period. F3 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2024 and ending on December 31, 2026 which are based equally on: 1) the issuer's ROIC for each calendar year in the performance period measured against the issuer's target ROIC for each calendar year in the performance period; and 2) the issuer's FCF as a percentage of adjusted net income for each calendar year in the performance period measured against the issuer's target FCF as a percentage of adjusted net income for each calendar year in the performance period. The performance rights are also subject to 15% payout modifier (positive or negative) based on the issuer's relative TSR in comparison to the TSR of companies that comprise the S&P 500 Industrials Index for the entire performance period. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:09 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 24,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-24-000010 · wk-form4_1707858548.xml · derivative · entry 3 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,214 Underlying: Common Stock · 24,746 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:09 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 4,286 | $41.50 | $177,869.00 |
DisclosureSEC source: 0000030625-24-000010 · wk-form4_1707858548.xml · nonDerivative · entry 2 Schwetz Amy B · CIK 0001647437 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,260 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.