Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vontier CorpVNT · Entity 4011 | Director · President and CEO | March 24, 2026 | March 25, 2026 |
| Xylem Inc.XYL · Entity 430 | Director | May 14, 2026 | May 15, 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.
Vontier Corp
Report date March 24, 2026 · Filed March 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Executive Deferred Incentive Program - Vontier Stock FundSEC Table II · derivative / convertible security | Direct | 33,621.996 |
Reported balance
After 2026-03-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-24 · Grant · Acquired 4,653.826 · Balance 33,621.996 F1: Compensation deferred or contributed into the Issuer's stock fund (the "EDIP Stock Fund") under Issuer's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date of the business day preceding the date such compensation is credited to the EDIP Stock Fund, which closing price is shown in Table II, Column 8. F2: The notional shares convert on a one-to-one basis. F3: The Reporting Person is vested in all contributions to the EDIP Stock Fund. Upon termination of employment, the EDIP Stock Fund is settled in Issuer common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Compensation deferred or contributed into the Issuer's stock fund (the "EDIP Stock Fund") under Issuer's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date of the business day preceding the date such compensation is credited to the EDIP Stock Fund, which closing price is shown in Table II, Column 8.
F2: The notional shares convert on a one-to-one basis.
F3: The Reporting Person is vested in all contributions to the EDIP Stock Fund. Upon termination of employment, the EDIP Stock Fund is settled in Issuer common stock.
Xylem Inc.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,026 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,711 · Balance 8,026 F1: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders. The Reporting Person has elected to defer the settlement of the RSU Award until Separation from Service. F2: Includes additional shares due to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders. The Reporting Person has elected to defer the settlement of the RSU Award until Separation from Service.
F2: Includes additional shares due to dividend reinvestment.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COLUMBUS MCKINNON CORP
Report date February 20, 2020 · Filed February 21, 2020
Section 16 reporting ended · disclosed 2020-02-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,813 |
Ending reported balance
After 2020-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-20 · Exercise / conversion · Acquired 23,119 · Balance 37,932 Row 2 · 2020-02-20 · Sale · Disposed 23,119 · Balance 14,813 |
| Non-Qualified Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.33 · Expires 2020-03-09 | Direct | 0 |
Reported balance
After 2020-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-02-20 · Exercise / conversion · Disposed 23,119 · Balance 0 F1: Expiration date changed due to reporting person's resignation of employment with issuer effective January 10, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Expiration date changed due to reporting person's resignation of employment with issuer effective January 10, 2020.
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 14, 2026 Filed May 15, 2026 20:19 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,711 | $116.88 | $199,981.68 |
DisclosureSEC source: 0001524472-26-000085 · form4.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,026 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders. The Reporting Person has elected to defer the settlement of the RSU Award until Separation from Service. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| March 24, 2026 Filed Mar 25, 2026 21:22 UTC | Vontier Corp VNT · Entity 4011 | GrantExecutive Deferred Incentive Program - Vontier Stock Fund · Derivative | 4,653.826 | $36.93 | $171,865.79 |
DisclosureSEC source: 0001628280-26-021080 · wk-form4_1774473735.xml · derivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,621.996 Underlying: Common Stock, par value $0.0001 · 4,653.826 shares Expires not disclosed F1 · security: Compensation deferred or contributed into the Issuer's stock fund (the "EDIP Stock Fund") under Issuer's Executive Deferred Incentive Program (the "EDIP") is deemed to be invested in a number of unfunded, notional shares of the Issuer's common stock based on the closing price of such common stock as reported on the NYSE on the date of the business day preceding the date such compensation is credited to the EDIP Stock Fund, which closing price is shown in Table II, Column 8. F2 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F3 · derivative.exercise_date: The Reporting Person is vested in all contributions to the EDIP Stock Fund. Upon termination of employment, the EDIP Stock Fund is settled in Issuer common stock. F3 · derivative.expiration_date: The Reporting Person is vested in all contributions to the EDIP Stock Fund. Upon termination of employment, the EDIP Stock Fund is settled in Issuer common stock. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:01 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 14,998 | $40.92 | $613,718.16 |
DisclosureSEC source: 0001628280-26-013765 · wk-form4_1772571714.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,214 Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:14 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 10,181 | $41.01 | $417,522.81 |
DisclosureSEC source: 0001628280-26-010200 · wk-form4_1771622069.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561,212 Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:37 UTC | Vontier Corp VNT · Entity 4011 | GrantEmployee Stock Option · Derivative | 62,500 | $0.00 Strike: $41.79 | $0.00 |
DisclosureSEC source: 0001628280-26-009128 · wk-form4_1771450658.xml · derivative · entry 4 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock, par value $0.0001 · 62,500 shares Expires 2036-02-16 F2 · derivative.exercise_date: 50% of the options vest on the first anniversary of the grant date and 25% of the options vest on each of the second and third anniversaries of the grant date. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:37 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 40,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009128 · wk-form4_1771450658.xml · nonDerivative · entry 3 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571,393 Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:37 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 61,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009128 · wk-form4_1771450658.xml · nonDerivative · entry 2 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,770 F1 · shares: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued employment. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:37 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 8,679 | $41.79 | $362,695.41 |
DisclosureSEC source: 0001628280-26-009128 · wk-form4_1771450658.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,810 Read SEC document |
| May 13, 2025 Filed May 14, 2025 20:16 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,300 | $126.93 | $165,009.00 |
DisclosureSEC source: 0001562180-25-003814 · primarydocument.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,298 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2026 Annual Meeting of Shareholders. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 11:51 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 27,353 | $37.35 | $1,021,634.55 |
DisclosureSEC source: 0001786842-25-000013 · wk-form4_1741002681.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,489 Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:01 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 62,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-25-000009 · wk-form4_1740171654.xml · nonDerivative · entry 3 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504,842 F1 · shares: The restricted stock units vest in three equal annual installments on February 15th, beginning on February 15, 2026, subject to continued employment. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:01 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 7,871 | $38.62 | $303,978.02 |
DisclosureSEC source: 0001786842-25-000009 · wk-form4_1740171654.xml · nonDerivative · entry 2 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,147 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:01 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 10,265 | $40.32 | $413,884.80 |
DisclosureSEC source: 0001786842-25-000009 · wk-form4_1740171654.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,018 Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:18 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004228 · primarydocument.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,974 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2025 Annual Meeting of Shareholders. The Reporting Person has elected to defer the settlement of the RSU Award until Separation from Service. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:06 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 29,013 | $42.84 | $1,242,916.92 |
DisclosureSEC source: 0001786842-24-000022 · wk-form4_1709240749.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460,283 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 21:04 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 9,423 | $42.62 | $401,608.26 |
DisclosureSEC source: 0001786842-24-000020 · wk-form4_1708981451.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,296 Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:01 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 8,361 | $41.09 | $343,553.49 |
DisclosureSEC source: 0001786842-24-000016 · wk-form4_1708549221.xml · nonDerivative · entry 2 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,719 Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 21:01 UTC | Vontier Corp VNT · Entity 4011 | GrantEmployee Stock Option · Derivative | 30,000 | $41.10 Strike: $41.10 | $1,233,000.00 |
DisclosureSEC source: 0001786842-24-000016 · wk-form4_1708549221.xml · derivative · entry 3 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, par value $0.0001 · 30,000 shares Expires 2034-02-19 F2 · derivative.exercise_date: 50% of the options vest on the first anniversary of the grant date and 25% of the options vest on each of the second and third anniversaries of the grant date. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 21:01 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 74,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-24-000016 · wk-form4_1708549221.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,080 F1 · shares: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued employment. Read SEC document |
| January 25, 2024 Filed Jan 26, 2024 21:15 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 45,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-24-000005 · wk-form4_1706303690.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 452,866 F1 · shares: Represents: (i) 6,288 performance restricted stock units with a performance period over three years ending December 31, 2023, based on relative total shareholder return vs. the 2021 compensation peer group of the Issuer and (ii) 38,779 performance restricted stock units with a performance period over three years ending December 31, 2023, based on relative total shareholder return vs. the S & P 500 peer group; both of which were approved by the Compensation and Management Development Committee on January 25, 2024. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:02 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 19,931 | $34.66 | $690,808.46 |
DisclosureSEC source: 0001786842-24-000007 · wk-form4_1706562114.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432,935 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 12:11 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 1,996 | $34.92 | $69,700.32 |
DisclosureSEC source: 0001786842-23-000078 · wk-form4_1702901489.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 407,799 Read SEC document |
| May 18, 2023 Filed May 22, 2023 22:10 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004399 · primarydocument.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,813 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in full on the trading day prior to the 2024 Annual Meeting of Shareholders. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:24 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 109,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-23-000019 · wf-form4_167775618904765.xml · nonDerivative · entry 2 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,795 F1 · shares: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued employment. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:24 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 13,071 | $26.17 | $342,068.07 |
DisclosureSEC source: 0001786842-23-000019 · wf-form4_167775618904765.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,475 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 12:38 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 9,477 | $25.91 | $245,549.07 |
DisclosureSEC source: 0001786842-23-000017 · wf-form4_167758792005752.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,546 Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 12:18 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 21,394 | $26.12 | $558,811.28 |
DisclosureSEC source: 0001786842-23-000012 · wf-form4_167698187526667.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,023 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 21:02 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 2,007 | $18.91 | $37,952.37 |
DisclosureSEC source: 0001786842-22-000075 · wf-form4_167122453591334.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,417 Read SEC document |
| November 04, 2022 Filed Nov 4, 2022 15:48 UTC | Vontier Corp VNT · Entity 4011 | PurchaseCommon Stock, par value $0.0001 | 2,000 | $17.42 | $34,840.00 |
DisclosureSEC source: 0001786842-22-000065 · wf-form4_166757691840012.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,424 Read SEC document |
| May 12, 2022 Filed May 16, 2022 22:54 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029338 · doc4.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,232 F1 · shares: Reflects the award of restricted stock units. The Reporting Person elected to defer the vesting of the RSU Award until Separation from Service. F2 · balance_after: Includes RSUs which the reporting person elected to defer the vesting of the award until Separation from Service. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 13:27 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 88,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-22-000016 · wf-form4_164614121922746.xml · nonDerivative · entry 3 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,424 F2 · shares: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued employment. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 13:27 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 11,290 | $24.03 | $271,298.70 |
DisclosureSEC source: 0001786842-22-000016 · wf-form4_164614121922746.xml · nonDerivative · entry 2 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,709 F1 · price: The price in column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $23.9849 to $24.0362, inclusive. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 13:27 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 9,528 | $24.21 | $230,672.88 |
DisclosureSEC source: 0001786842-22-000016 · wf-form4_164614121922746.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,419 Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 21:14 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 21,162 | $24.48 | $518,045.76 |
DisclosureSEC source: 0001786842-22-000007 · wf-form4_164556444494201.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,947 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 21:04 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010174 · doc4.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest the day before the 2022 AGM, unless the Reporting Person timely elects deferral in the Company's Deferred Compensation Plan. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 12:06 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 2,019 | $30.56 | $61,700.64 |
DisclosureSEC source: 0001786842-21-000071 · wf-form4_163974274748059.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,109 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:43 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 64,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-21-000018 · wf-form4_161463497730752.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,128 F1 · shares: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued employment. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:13 UTC | Vontier Corp VNT · Entity 4011 | Tax withholdingCommon Stock, par value $0.0001 | 22,645 | $31.36 | $710,147.20 |
DisclosureSEC source: 0001786842-21-000006 · wf-form4_161411480977012.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,808 Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 11:10 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 13,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-20-000035 · wf-form4_160820340204172.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,453 F1 · shares: Represents an award of restricted stock units which vests in three equal installments on each of the first three anniversaries of the grant date, subject to continued employment. Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 20:01 UTC | Vontier Corp VNT · Entity 4011 | GrantExecutive Deferred Incentive Program - Vontier Stock Fund · Derivative | 1,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-20-000009 · wf-form4_160270565058659.xml · derivative · entry 4 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,607 Underlying: Common Stock, par value $0.0001 · 1,607 shares Expires not disclosed F4 · derivative.exercise_price: The notional shares convert on a one-to-one basis. F5 · price: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020, the reported securities are notional dividend accruals on phantom shares in Issuer's stock fund (the "EDIP Stock Fund") under Issuer's Executive Deferred Incentive Program (the "EDIP") that had accrued under Fortive's EDIP Stock Fund and were converted to the Issuer's EDIP Stock Fund. The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person vests in all contributions to the EDIP Stock Fund: 100% upon the earlier of the Reporting Person's death, or upon retirement after at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in Issuer common stock. F5 · derivative.exercise_date: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020, the reported securities are notional dividend accruals on phantom shares in Issuer's stock fund (the "EDIP Stock Fund") under Issuer's Executive Deferred Incentive Program (the "EDIP") that had accrued under Fortive's EDIP Stock Fund and were converted to the Issuer's EDIP Stock Fund. The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person vests in all contributions to the EDIP Stock Fund: 100% upon the earlier of the Reporting Person's death, or upon retirement after at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in Issuer common stock. F5 · derivative.expiration_date: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020, the reported securities are notional dividend accruals on phantom shares in Issuer's stock fund (the "EDIP Stock Fund") under Issuer's Executive Deferred Incentive Program (the "EDIP") that had accrued under Fortive's EDIP Stock Fund and were converted to the Issuer's EDIP Stock Fund. The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person vests in all contributions to the EDIP Stock Fund: 100% upon the earlier of the Reporting Person's death, or upon retirement after at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in Issuer common stock. Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 20:01 UTC | Vontier Corp VNT · Entity 4011 | GrantEmployee Stock Option · Derivative | 192,121 | $0.00 Strike: $31.45 | $0.00 |
DisclosureSEC source: 0001786842-20-000009 · wf-form4_160270565058659.xml · derivative · entry 3 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,121 Underlying: Common Stock, par value $0.0001 · 192,121 shares Expires 2030-02-20 F3 · derivative.exercise_date: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020 (the "Separation"), stock options issued by Fortive on February 20, 2020 to the Reporting Person that remained unvested as of the Separation were converted into stock options vesting in three equal annual installments beginning on February 20, 2021. Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 20:01 UTC | Vontier Corp VNT · Entity 4011 | GrantEmployee Stock Option · Derivative | 288,193 | $0.00 Strike: $31.45 | $0.00 |
DisclosureSEC source: 0001786842-20-000009 · wf-form4_160270565058659.xml · derivative · entry 2 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,193 Underlying: Common Stock, par value $0.0001 · 288,193 shares Expires 2030-02-20 F2 · derivative.exercise_date: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020 (the "Separation"), stock options issued by Fortive on February 20, 2020 to the Reporting Person that remained unvested as of the Separation were converted into stock options vesting in five equal annual installments beginning on February 20, 2021. Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 20:01 UTC | Vontier Corp VNT · Entity 4011 | GrantCommon Stock, par value $0.0001 | 221,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001786842-20-000009 · wf-form4_160270565058659.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,908 F1 · shares: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020 (the "Separation"), Restricted Stock Units issued by Fortive on February 20, 2020 to the Reporting Person that remained unvested as of the Separation were converted into (i) 126,799 Restricted Stock Units of the Issuer vesting in three equal annual installments beginning on February 20, 2021 and (ii) 95,109 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on February 20, 2021. F1 · price: In connection with the separation of the Issuer from Fortive Corporation ("Fortive") on October 9, 2020 (the "Separation"), Restricted Stock Units issued by Fortive on February 20, 2020 to the Reporting Person that remained unvested as of the Separation were converted into (i) 126,799 Restricted Stock Units of the Issuer vesting in three equal annual installments beginning on February 20, 2021 and (ii) 95,109 Restricted Stock Units of the Issuer vesting in five equal annual installments beginning on February 20, 2021. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 15:23 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative | 23,119 | $0.00 Strike: $24.33 | $0.00 |
DisclosureSEC source: 0001005229-20-000074 · wf-form4_158229859548963.xml · derivative · entry 3 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,119 shares Expires 2020-03-09 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.expiration_date: Expiration date changed due to reporting person's resignation of employment with issuer effective January 10, 2020. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 15:23 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 23,119 | $37.16 | $859,102.04 |
DisclosureSEC source: 0001005229-20-000074 · wf-form4_158229859548963.xml · nonDerivative · entry 2 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,813 Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 15:23 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 23,119 | $24.33 | $562,485.27 |
DisclosureSEC source: 0001005229-20-000074 · wf-form4_158229859548963.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,932 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 19, 2020 Filed Feb 20, 2020 17:18 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative | 2,582 | $0.00 Strike: $24.33 | $0.00 |
DisclosureSEC source: 0001005229-20-000072 · wf-form4_158221909417177.xml · derivative · entry 6 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,119 Underlying: Common Stock · 25,701 shares Expires 2020-03-09 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.expiration_date: Expiration date changed due to reporting person's resignation of employment with issuer effective January 10, 2020. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 17:18 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 182 | $0.00 Strike: $25.91 | $0.00 |
DisclosureSEC source: 0001005229-20-000072 · wf-form4_158221909417177.xml · derivative · entry 5 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 182 shares Expires 2020-03-09 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.expiration_date: Expiration date changed due to reporting person's resignation of employment with issuer effective January 10, 2020. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 17:18 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | SaleCommon Stock | 2,582 | $37.00 | $95,534.00 |
DisclosureSEC source: 0001005229-20-000072 · wf-form4_158221909417177.xml · nonDerivative · entry 4 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,813 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 17:18 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 2,582 | $24.33 | $62,820.06 |
DisclosureSEC source: 0001005229-20-000072 · wf-form4_158221909417177.xml · nonDerivative · entry 3 Morelli Mark D · CIK 0001411290 · Former Dir., Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,395 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.