Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 14, 2026 | May 18, 2026 |
| METTLER TOLEDO INTERNATIONAL INC/MTD · Entity 3168 | Director | November 11, 2025 | November 13, 2025 |
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.
HERC HOLDINGS INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,836 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,035 · Balance 2,836 F1: Award of 1,035 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is on the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy The Michael A. Kelly and Karen E. Kelly Living Trust | 13,774 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,774 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of 1,035 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is on the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date.
METTLER TOLEDO INTERNATIONAL INC/
Report date November 11, 2025 · Filed November 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 183 |
Reported balance
After 2025-11-11 transaction · row 1
1 source rowRow 1 · 2025-11-11 · Grant · Acquired 63 · Balance 183 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1,445.06 · Expires 2035-11-11 | Direct | 162 |
Reported balance
After 2025-11-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-11 · Grant · Acquired 162 · Balance 162 F2: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy living trust | 1,628 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,628 F1: Shares held by a living trust of which the reporting person and his spouse are the sole trustees and sole beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by a living trust of which the reporting person and his spouse are the sole trustees and sole beneficiaries.
F2: The options vest annually in two equal installments beginning on the first anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| November 07, 2019 Filed Nov 12, 2019 15:19 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-19-000044 · edgar.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,516 Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:52 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantCommon Stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019198 · form4.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,399 F1 · shares: Award of 2,578 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 19:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 2,600 | $0.00 Strike: $133.00 | $0.00 |
DisclosureSEC source: 0001515622-18-000054 · edgar.xml · derivative · entry 5 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 2,600 shares Expires 2020-11-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested annually in four equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 19:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 1,000 | $605.33 | $605,330.00 |
DisclosureSEC source: 0001515622-18-000054 · edgar.xml · nonDerivative · entry 4 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454 F1 · price: Represents the average sales price of multiple individual transactions at prices between $605.25 and $605.52. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 19:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 700 | $604.00 | $422,800.00 |
DisclosureSEC source: 0001515622-18-000054 · edgar.xml · nonDerivative · entry 3 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 19:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 900 | $602.00 | $541,800.00 |
DisclosureSEC source: 0001515622-18-000054 · edgar.xml · nonDerivative · entry 2 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,154 Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 19:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 2,600 | $133.00 | $345,800.00 |
DisclosureSEC source: 0001515622-18-000054 · edgar.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 15:30 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 474 | $0.00 Strike: $595.31 | $0.00 |
DisclosureSEC source: 0001515622-18-000047 · edgar.xml · derivative · entry 2 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474 Underlying: Common Stock, par value $0.01 per share · 474 shares Expires 2028-11-08 F1 · derivative.exercise_date: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 15:30 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-18-000047 · edgar.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454 Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:34 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018155 · form4.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,821 F1 · shares: Award of 1,704 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2019 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. F1 · balance_after: Award of 1,704 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2019 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionStock Option (right to buy) · Derivative | 3,384 | $0.00 Strike: $90.76 | $0.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · derivative · entry 10 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 3,384 shares Expires 2019-10-28 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. F6 · derivative.exercise_date: The options vested annually in four equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 5 | $644.70 | $3,223.50 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 9 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378 Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 510 | $640.30 | $326,553.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 8 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 F5 · price: Represents the average sales price of multiple individual transactions at prices between $640.09 and $640.44. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 300 | $639.47 | $191,841.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 7 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,893 F4 · price: Represents the average sales price of multiple individual transactions at prices between $639.18 and $639.87. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 1,200 | $638.59 | $766,308.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 6 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,193 F3 · price: Represents the average sales price of multiple individual transactions at prices between $638.00 and $638.95. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 900 | $637.45 | $573,705.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 5 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,393 F2 · price: Represents the average sales price of multiple individual transactions at prices between $637.01 and $637.78. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 300 | $636.35 | $190,905.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 4 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,293 F1 · price: Represents the average sales price of multiple individual transactions at prices between $636.02 and $636.82. Filer agrees to provide, upon request by the Commission staff, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 100 | $635.00 | $63,500.00 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 3 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,593 Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | SaleCommon Stock, par value $0.01 per share | 69 | $634.20 | $43,759.80 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 2 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,693 Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:17 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | Exercise / conversionCommon Stock, par value $0.01 per share | 3,384 | $90.76 | $307,131.84 |
DisclosureSEC source: 0001515622-17-000081 · edgar.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,762 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:19 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 476 | $0.00 Strike: $671.60 | $0.00 |
DisclosureSEC source: 0001515622-17-000072 · edgar.xml · derivative · entry 2 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476 Underlying: Common Stock, par value $0.01 per share · 476 shares Expires 2027-11-02 F1 · derivative.exercise_date: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:19 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-17-000072 · edgar.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378 Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:36 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantCommon Stock | 2,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019022 · form4.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,117 F1 · shares: Award of 2,857 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2018 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. F1 · balance_after: Award of 2,857 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2018 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 18:27 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantStock Option (right to buy) · Derivative | 832 | $0.00 Strike: $397.95 | $0.00 |
DisclosureSEC source: 0001515622-16-000119 · edgar.xml · derivative · entry 2 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common Stock, par value $0.01 per share · 832 shares Expires 2026-11-03 F1 · derivative.exercise_date: The options vest annually in two equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 18:27 UTC | METTLER TOLEDO INTERNATIONAL INC/ MTD · Entity 3168 | GrantCommon Stock, par value $0.01 per share | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001515622-16-000119 · edgar.xml · nonDerivative · entry 1 Kelly Michael A · CIK 0001378014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,343 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.