Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | Director | January 02, 2026 | January 06, 2026 |
| QUEST DIAGNOSTICS INCDGX · Entity 2118 | Director | May 20, 2026 | May 21, 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.
PENTAIR plc
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,564 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,564 · Balance 1,564 F1: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common SharesSEC Table I · non-derivative | Direct | 3,566 |
Reported balance
After 2026-01-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-02 · Tax withholding · Disposed 688 · Balance 3,566 F4: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting.
F2: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F4: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
QUEST DIAGNOSTICS INC
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,748 |
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 1,142 · Balance 7,748 F1: Represents an award of restricted stock units. F2: The amount includes shares acquired via dividend reinvestment since the date of reporting person's last filing on Form 4 pursuant to the Amended and Restated Deferred Compensation Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units.
F2: The amount includes shares acquired via dividend reinvestment since the date of reporting person's last filing on Form 4 pursuant to the Amended and Restated Deferred Compensation Plan for Directors.
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 21, 2026 20:55 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001527766-26-000002 · wk-form4_1779396953.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,748 F1 · security: Represents an award of restricted stock units. F2 · balance_after: The amount includes shares acquired via dividend reinvestment since the date of reporting person's last filing on Form 4 pursuant to the Amended and Restated Deferred Compensation Plan for Directors. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:21 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 688 | $105.47 | $72,563.36 |
DisclosureSEC source: 0000897069-26-000061 · form4.xml · nonDerivative · entry 2 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,566 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:21 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000061 · form4.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:23 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-25-000147 · wk-form4_1747686176.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,490 F1 · security: Represents an award of restricted stock units. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:02 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 985 | $100.40 | $98,894.00 |
DisclosureSEC source: 0000897069-25-000059 · form4.xml · nonDerivative · entry 2 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,594 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:02 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000059 · form4.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:12 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Stock | 865 | $86.47 | $74,796.55 |
DisclosureSEC source: 0000897069-24-001815 · form4.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,297 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 16, 2024 Filed May 20, 2024 23:15 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-24-000115 · wk-form4_1716246916.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,183 F1 · security: Represents an award of restricted share units. F1 · shares: Represents an award of restricted share units. F2 · balance_after: The amount includes shares acquired via dividend reinvestment since the date of reporting person's last filing on Form 4 pursuant to the Amended and Restated Deferred Compensation Plan for Directors. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 01:16 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000096 · form4.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,398.62 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:52 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,135 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-001334 · form4.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,135 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. Read SEC document |
| May 17, 2023 Filed May 19, 2023 22:20 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-23-000114 · wk-form4_1684534791.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,621 F1 · security: Represents an award of restricted share units. F2 · balance_after: The amount includes shares acquired via dividend reinvestment since the date of reporting person's last filing on Form 4 pursuant to the Amended and Restated Deferred Compensation Plan for Directors. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:39 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-22-000095 · wf-form4_165307914110326.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,209 F1 · security: Represents an award of restricted share units. F2 · balance_after: The amount includes approximately 12 shares acquired via dividend reinvestment since the date of the last filing on Form 4 pursuant to the Amended and Restated Deferred Compensation Plan for Directors. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 20:33 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-21-000124 · wf-form4_162923239169903.xml · nonDerivative · entry 1 Doi Tracey · CIK 0001527766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905 F1 · security: Represents an award of restricted share units granted on August 16, 2021. 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.