Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | See Remarks below. | February 25, 2022 | February 28, 2022 |
| 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.
Eaton Corp plc
Report date February 25, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 38,831 |
Ending reported balance
After 2022-02-25 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2022-02-25 · Tax withholding · Disposed 11,165 · Balance 36,616 F1: Represents shares withheld to cover taxes incurred in connection with the settlement of the performance share awards that vested February 22, 2022. Row 2 · 2022-02-25 · Exercise / conversion · Acquired 1,779 · Balance 38,395 Row 3 · 2022-02-25 · Tax withholding · Disposed 798 · Balance 37,597 Row 4 · 2022-02-25 · Exercise / conversion · Acquired 2,239 · Balance 39,836 Row 5 · 2022-02-25 · Tax withholding · Disposed 1,005 · Balance 38,831 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,833 |
Reported balance
After 2022-02-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-02-25 · Exercise / conversion · Disposed 1,779 · Balance 1,833 F2: These restricted stock units were granted on February 25, 2020 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. F3: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-02-25 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-02-25 · Exercise / conversion · Disposed 2,239 · Balance 0 F4: These restricted stock units were granted on February 26, 2019 and vested as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. F3: This field is not applicable. |
| Ordinary SharesSEC Table I · non-derivative | Indirectby trustee of ESP | 7 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 7 F5: These ordinary shares are held in the Eaton Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes incurred in connection with the settlement of the performance share awards that vested February 22, 2022.
F2: These restricted stock units were granted on February 25, 2020 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date.
F3: This field is not applicable.
F4: These restricted stock units were granted on February 26, 2019 and vested as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date.
F5: These ordinary shares are held in the Eaton Savings Plan.
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 | 10,337 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,711 · Balance 10,337 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. |
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.
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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 27, 2017 21:47 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 2,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-17-000071 · wf-form4_148823201330416.xml · derivative · entry 4 Yadav Uday · CIK 0001479938 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,943 Underlying: Ordinary Shares · 2,927 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. F4 · shares: These restricted stock units were surrendered in exchange for ordinary shares of the Issuer. F5 · derivative.exercise_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. F6 · derivative.expiration_date: These restricted stock units have no expiration date. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:47 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 989 | $72.34 | $71,544.26 |
DisclosureSEC source: 0001551182-17-000071 · wf-form4_148823201330416.xml · nonDerivative · entry 2 Yadav Uday · CIK 0001479938 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,539 F2 · shares: These ordinary shares were delivered to the Issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:47 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 2,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-17-000071 · wf-form4_148823201330416.xml · nonDerivative · entry 1 Yadav Uday · CIK 0001479938 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,528 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 · shares: These ordinary shares were acquired upon the vesting and settlement of certain restricted stock units. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:20 UTC | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 32,600 | $0.00 Strike: $71.89 | $0.00 |
DisclosureSEC source: 0001551182-17-000050 · wf-form4_148788482556692.xml · derivative · entry 2 Yadav Uday · CIK 0001479938 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,600 Underlying: Ordinary Shares · 32,600 shares Expires 2027-02-21 F2 · derivative.exercise_date: These options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:20 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 6,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-17-000050 · wf-form4_148788482556692.xml · derivative · entry 1 Yadav Uday · CIK 0001479938 · See Remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,485 Underlying: Ordinary Shares · 6,485 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. F1 · derivative.expiration_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. 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.