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 22, 2017 Filed May 24, 2017 15:36 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantCommon Stock | 15,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000169 · wf-form4_149564020210669.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,917.0193 F1 · shares: Represents restricted stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan dated as of July 18, 2016, subject to forfeiture in whole or part; units become fully vested and non-forfeitable 25% per year for four years beginning 5/22/2018, if reporting person remains an employee of issuer. F2 · balance_after: Represents shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 22,341.0193 shares become fully vested and non-forfeitable 25% per year for four years beginning 2/28/2018; and the remaining 15,576 shares become fully vested and non-forfeitable 25% per year for four years beginning 5/22/2018, if reporting person remains an employee of issuer. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:20 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantCommon Stock | 36.0193 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000107 · wf-form4_149503803164965.xml · nonDerivative · entry 1 Morelli Mark D · CIK 0001411290 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,341.0193 F1 · shares: Represents additional restricted stock units attributable to dividend reinvestment. F2 · balance_after: Represents shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 22,341.0193 shares become fully vested and non-forfeitable 25% per year for four years beginning 2/28/2018, if reporting person remains an employee of issuer. 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.