Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xylem Inc.XYL · Entity 430 | SVP, CAO | October 01, 2026 | October 09, 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.
Xylem Inc.
Report date October 01, 2026 · Filed October 09, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,862 |
Reported balance
After 2026-10-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 4,257 · Balance 7,862 F1: This Form 4/A is being filed solely to correct the number of restricted stock units granted on October 1, 2026. The original Form 4 inadvertently reported 4,225 restricted stock units. The correct number of restricted stock units granted was 4,257. 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 one-half increments on October 1, 2028, and October 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4/A is being filed solely to correct the number of restricted stock units granted on October 1, 2026. The original Form 4 inadvertently reported 4,225 restricted stock units. The correct number of restricted stock units granted was 4,257. 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 one-half increments on October 1, 2028, and October 1, 2029.
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 20, 2022 Filed Feb 24, 2022 21:45 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012728 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,667 F1 · shares: Reflects the acquisition of 719 shares common stock upon vesting of performance based restricted stock units granted on February 20, 2019 upon achievement of performance criteria related to Total Shareowner Return Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 20:07 UTC | Xylem Inc. XYL · Entity 430 | GrantStock Options (Right to Buy) · Derivative | 1,451 | $0.00 Strike: $74.07 | $0.00 |
DisclosureSEC source: 0001209191-21-038869 · doc4.xml · derivative · entry 4 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747 Underlying: Common · 1,451 shares Expires 2029-02-20 F3 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan, that are scheduled to vest in one third increments on February 20, 2020, February 21, 2021 and February 20, 2022 Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 20:07 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 533 | $119.33 | $63,602.89 |
DisclosureSEC source: 0001209191-21-038869 · doc4.xml · nonDerivative · entry 3 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,921 F1 · shares: The sale was made pursuant to a 10b5-1 plan adopted by the reporting person on May 7, 2021. F2 · price: This price represents the weighted average price per share of common stock (each, a "Share") of Xylem Inc. (the "Issuer"). The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 20:07 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 1,451 | $119.33 | $173,147.83 |
DisclosureSEC source: 0001209191-21-038869 · doc4.xml · nonDerivative · entry 2 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 F1 · shares: The sale was made pursuant to a 10b5-1 plan adopted by the reporting person on May 7, 2021. F2 · price: This price represents the weighted average price per share of common stock (each, a "Share") of Xylem Inc. (the "Issuer"). The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 20:07 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 1,451 | $74.07 | $107,475.57 |
DisclosureSEC source: 0001209191-21-038869 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,905 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: The sale was made pursuant to a 10b5-1 plan adopted by the reporting person on May 7, 2021. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:09 UTC | Xylem Inc. XYL · Entity 430 | GrantStock Options (Right to Buy) · Derivative | 2,694 | $0.00 Strike: $102.23 | $0.00 |
DisclosureSEC source: 0001209191-21-015857 · doc4.xml · derivative · entry 3 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,694 Underlying: Common · 2,694 shares Expires 2031-03-01 F3 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan, that are scheduled to vest in one third increments on March 1, 2022, March 1, 2023 and March 1, 2024 Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:09 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015857 · doc4.xml · nonDerivative · entry 2 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 F2 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan, that are scheduled to vest in one third increments on March 1, 2022, March 1, 2023 and March 1, 2024 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:09 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 70 | $102.23 | $7,156.10 |
DisclosureSEC source: 0001209191-21-015857 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,843 F1 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of restricted stock units granted on Feb 27, 2020 under the Xylem 2011 Omnibus Incentive Plan Read SEC document |
| February 21, 2021 Filed Feb 24, 2021 00:35 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 148 | $99.48 | $14,723.04 |
DisclosureSEC source: 0001209191-21-013468 · doc4.xml · nonDerivative · entry 4 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,913 F4 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of performance-based restricted stock units granted on Feb 21, 2018 under the Xylem 2011 Omnibus Incentive Plan Read SEC document |
| February 21, 2021 Filed Feb 24, 2021 00:35 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013468 · doc4.xml · nonDerivative · entry 3 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,061 F3 · shares: Reflects the acquisition of 373 shares of common stock upon vesting of performance-based restricted stock units granted on February 21, 2018 upon achievement of performance criteria related to Total Shareholder Return, under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 21, 2021 Filed Feb 24, 2021 00:35 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 31 | $99.48 | $3,083.88 |
DisclosureSEC source: 0001209191-21-013468 · doc4.xml · nonDerivative · entry 2 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,688 F2 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of restricted stock units granted on Feb 21, 2018 under the Xylem 2011 Omnibus Incentive Plan Read SEC document |
| February 20, 2021 Filed Feb 24, 2021 00:35 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 67 | $99.48 | $6,665.16 |
DisclosureSEC source: 0001209191-21-013468 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,719 F1 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of restricted stock units granted on Feb 20, 2019 under the Xylem 2011 Omnibus Incentive Plan Read SEC document |
| September 28, 2020 Filed Sep 29, 2020 20:06 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 1,095 | $0.00 Strike: $48.33 | $0.00 |
DisclosureSEC source: 0001209191-20-052314 · doc4.xml · derivative · entry 4 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,095 shares Expires 2027-02-21 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. F3 · derivative.exercise_date: These options are fully vested and exercisable Read SEC document |
| September 28, 2020 Filed Sep 29, 2020 20:06 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 419 | $84.21 | $35,283.99 |
DisclosureSEC source: 0001209191-20-052314 · doc4.xml · nonDerivative · entry 3 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,786 F1 · shares: The sale was made pursuant to a 10b5-1 plan adopted by the reporting person on August 28, 2020. F2 · price: This price represents the weighted average price per Share of the Issuer. Shares were sold at a price of $84.21 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| September 28, 2020 Filed Sep 29, 2020 20:06 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 1,095 | $84.21 | $92,209.95 |
DisclosureSEC source: 0001209191-20-052314 · doc4.xml · nonDerivative · entry 2 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205 F1 · shares: The sale was made pursuant to a 10b5-1 plan adopted by the reporting person on August 28, 2020. F2 · price: This price represents the weighted average price per Share of the Issuer. Shares were sold at a price of $84.21 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| September 28, 2020 Filed Sep 29, 2020 20:06 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 1,095 | $48.33 | $52,921.35 |
DisclosureSEC source: 0001209191-20-052314 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 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 27, 2020 Filed Mar 2, 2020 21:54 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 3,119 | $0.00 Strike: $80.66 | $0.00 |
DisclosureSEC source: 0001209191-20-014536 · doc4.xml · derivative · entry 2 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,119 Underlying: Common Stock · 3,119 shares Expires 2030-02-27 F2 · derivative.exercise_date: Reflects an award of stock options which are scheduled to vest in three equal annual installments beginning on February 27, 2021. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:54 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014536 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 27, 2021. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:38 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 198 | $88.52 | $17,526.96 |
DisclosureSEC source: 0001209191-20-012639 · doc4.xml · nonDerivative · entry 6 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,585 F4 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of performance stock units granted on Feb 21, 2017 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:38 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012639 · doc4.xml · nonDerivative · entry 5 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,783 F5 · shares: Reflects the acquisition of 503 shares common stock upon vesting of performance based restricted stock units granted on February 21, 2017 upon achievement of performance criteria related to Total Shareowner return (TSR) Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:38 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 134 | $88.52 | $11,861.68 |
DisclosureSEC source: 0001209191-20-012639 · doc4.xml · nonDerivative · entry 4 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280 F4 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of performance stock units granted on Feb 21, 2017 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:38 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012639 · doc4.xml · nonDerivative · entry 3 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,414 F3 · shares: Reflects the acquisition of 362 shares common stock upon vesting of performance based restricted stock units granted on February 21, 2017 upon achievement of performance criteria related to Return on Invested Capital (ROIC) Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:38 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 31 | $88.52 | $2,744.12 |
DisclosureSEC source: 0001209191-20-012639 · doc4.xml · nonDerivative · entry 2 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 F2 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of restricted stock units granted on Feb 21, 2018 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:38 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 48 | $88.52 | $4,248.96 |
DisclosureSEC source: 0001209191-20-012639 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083 F1 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of restricted stock units granted on Feb 21, 2017 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 23:08 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 66 | $88.66 | $5,851.56 |
DisclosureSEC source: 0001209191-20-012163 · doc4.xml · nonDerivative · entry 1 McShane Geri-Michelle · CIK 0001769064 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,131 F1 · shares: Reflects the withholding of common stock to pay the tax liability incident to the vesting of restricted stock units granted on Feb 20, 2019 under the Xylem 2011 Omnibus Incentive Plan. 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.