Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | SVP, CAO & Controller | May 12, 2026 | May 13, 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 May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 3,244.4559 |
Reported balance
After 2026-05-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-12 · Tax withholding · Disposed 59 · Balance 3,244.4559 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3: 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). F4: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 2,341.447 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,341.447 F3: 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). F4: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - ESOPSEC Table I · non-derivative | IndirectPlan Agent | 271.931 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 271.931 F3: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c).
F3: 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).
F4: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
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 12, 2026 Filed May 13, 2026 20:20 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 59 | $75.26 | $4,440.34 |
DisclosureSEC source: 0000897069-26-001117 · form4.xml · nonDerivative · entry 1 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,244.4559 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · 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). F4 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:32 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 132 | $97.57 | $12,879.24 |
DisclosureSEC source: 0000897069-26-000596 · form4.xml · nonDerivative · entry 1 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,072.7285 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 |
| March 01, 2026 Filed Mar 3, 2026 22:03 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 112 | $98.12 | $10,989.44 |
DisclosureSEC source: 0000897069-26-000555 · form4.xml · nonDerivative · entry 2 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,820.7285 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 |
| March 01, 2026 Filed Mar 3, 2026 22:03 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 171 | $98.12 | $16,778.52 |
DisclosureSEC source: 0000897069-26-000555 · form4.xml · nonDerivative · entry 1 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,606.7285 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 |
| February 23, 2026 Filed Feb 25, 2026 21:43 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 399 | $101.66 | $40,562.34 |
DisclosureSEC source: 0000897069-26-000469 · form4.xml · nonDerivative · entry 2 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,308.7285 F4 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · 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 |
| February 23, 2026 Filed Feb 25, 2026 21:43 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 997 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000469 · form4.xml · nonDerivative · entry 1 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,707.7285 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2025. The Compensation Committee certified the achievement of the performance goals on February 23, 2026. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · 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 |
| January 02, 2026 Filed Jan 6, 2026 22:34 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 2,491 | $0.00 Strike: $105.47 | $0.00 |
DisclosureSEC source: 0000897069-26-000070 · form4.xml · derivative · entry 4 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,491 Underlying: Common Shares · 2,491 shares Expires 2036-01-02 F4 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F5 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:34 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 889 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000070 · form4.xml · nonDerivative · entry 1 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,670.76 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 |
| May 12, 2025 Filed May 15, 2025 22:09 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 1,394 | $0.00 Strike: $98.16 | $0.00 |
DisclosureSEC source: 0000897069-25-001000 · form4.xml · derivative · entry 3 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,394 Underlying: Common Shares · 1,394 shares Expires 2035-05-12 F3 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F4 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| May 12, 2025 Filed May 15, 2025 22:09 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001000 · form4.xml · nonDerivative · entry 1 Hensley Jennifer M · CIK 0002068707 · SVP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,768.419 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.