Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MALIBU BOATS, INC.MBUU · Entity 5439 | Director | November 05, 2024 | November 06, 2024 |
| POOL CORPPOOL · Entity 3738 | Director | May 07, 2026 | May 08, 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.
MALIBU BOATS, INC.
Report date November 05, 2024 · Filed November 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,457 |
Reported balance
After 2024-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-11-05 · Grant · Acquired 2,846 · Balance 33,457 F1: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,846 shares of Class A Common Stock on November 5, 2024 for his service on the board of directors of the Issuer. F2: Includes 2,105 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon the first to occur of (A) the date of the reporting person's separation from service, (B) the occurrence of a change in control under the Issuer's equity incentive plans or (C) an in-service distribution date elected by the reporting person (each, a "Payment Event"). The reporting person may elect whether amounts becoming payable shall be paid in a lump-sum within 30 days following the Payment Event, or in annual installments over a period of 5 years or 10 years. Also includes 26,080 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service or (B) the occurrence of a change in control under the Issuer's equity incentive plans. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,846 shares of Class A Common Stock on November 5, 2024 for his service on the board of directors of the Issuer.
F2: Includes 2,105 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon the first to occur of (A) the date of the reporting person's separation from service, (B) the occurrence of a change in control under the Issuer's equity incentive plans or (C) an in-service distribution date elected by the reporting person (each, a "Payment Event"). The reporting person may elect whether amounts becoming payable shall be paid in a lump-sum within 30 days following the Payment Event, or in annual installments over a period of 5 years or 10 years. Also includes 26,080 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service or (B) the occurrence of a change in control under the Issuer's equity incentive plans.
POOL CORP
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,230 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Purchase · Acquired 1,000 · Balance 16,230 |
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 07, 2026 Filed May 8, 2026 15:55 UTC | POOL CORP POOL · Entity 3738 | PurchaseCommon Stock | 1,000 | $193.07 | $193,065.00 |
DisclosureSEC source: 0000945841-26-000112 · form4.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,230 Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 20:25 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-26-000104 · form4.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,230 Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:04 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-25-000092 · wk-form4_1746216252.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,586 Read SEC document |
| November 05, 2024 Filed Nov 6, 2024 22:02 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-24-000121 · wk-form4_1730930538.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,457 F1 · kind: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,846 shares of Class A Common Stock on November 5, 2024 for his service on the board of directors of the Issuer. F2 · balance_after: Includes 2,105 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon the first to occur of (A) the date of the reporting person's separation from service, (B) the occurrence of a change in control under the Issuer's equity incentive plans or (C) an in-service distribution date elected by the reporting person (each, a "Payment Event"). The reporting person may elect whether amounts becoming payable shall be paid in a lump-sum within 30 days following the Payment Event, or in annual installments over a period of 5 years or 10 years. Also includes 26,080 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service or (B) the occurrence of a change in control under the Issuer's equity incentive plans. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:07 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-24-000103 · wk-form4_1714766859.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,125 Read SEC document |
| October 26, 2023 Filed Oct 30, 2023 22:53 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-23-000102 · wk-form4_1698706393.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,611 F1 · kind: In accordance with the Issuer's Directors' Compensation Policy, the reporting person was issued an equity award of 2,426 shares of Class A Common Stock on October 26, 2023 for his service on the board of directors of the Issuer. F2 · balance_after: Includes 2,105 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon the first to occur of (A) the date of the reporting person's separation from service, (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan or (C) an in-service distribution date elected by the reporting person (each, a "Payment Event"). The reporting person may elect whether amounts becoming payable shall be paid in a lump-sum within 30 days following the Payment Event, or in annual installments over a period of 5 years or 10 years. Also includes 26,080 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:28 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-23-000094 · wf-form4_168331848309331.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,777 Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 21:47 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-22-000091 · wf-form4_166785764675546.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,185 F1 · kind: In accordance with the Issuer's Director's Compensation Policy, the reporting person was issued an equity award of 2,105 stock units on November 3, 2022 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon the first to occur of (A) the date of the reporting person's separation from service, (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan or (C) an in-service distribution date elected by the reporting person (each, a "Payment Event"). The reporting person may elect whether amounts becoming payable shall be paid in a lump-sum within 30 days following the Payment Event, or in annual installments over a period of 5 years or 10 years. F3 · balance_after: Includes 2,105 stock units with vesting terms described in footnote 2 and 26,080 stock units that are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:43 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-22-000074 · wf-form4_165178339363772.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,421 Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:07 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-21-000103 · wf-form4_163614285161255.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,080 F1 · kind: In accordance with the Issuer's Director's Compensation Policy (the "Policy"), the reporting person was issued an equity award of 1,481 stock units on November 3, 2021 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service (as defined in the Policy) or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. F3 · balance_after: Represents stock units as described in footnote 2. Read SEC document |
| May 04, 2021 Filed May 6, 2021 21:31 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000094 · wf-form4_162033664165544.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,113 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:36 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-20-000099 · wf-form4_160461200842899.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,599 F1 · kind: In accordance with the Issuer's Director's Compensation Policy (the "Policy"), the reporting person was issued an equity award of 1,376 stock units on November 3, 2020 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service (as defined in the Policy) or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. F3 · balance_after: Represents stock units as described in footnote 2. Read SEC document |
| April 29, 2020 Filed May 1, 2020 21:28 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000119 · wf-form4_158836848763508.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,835 Read SEC document |
| November 06, 2019 Filed Nov 8, 2019 21:17 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-19-000111 · wf-form4_157324783552863.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,223 F1 · kind: In accordance with the Issuer's Director's Compensation Policy (the "Policy"), the reporting person was issued an equity award of 2,224 stock units on November 6, 2019 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service (as defined in the Policy) or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. F3 · balance_after: Represents stock units as described in footnote 2. Read SEC document |
| May 20, 2019 Filed May 22, 2019 21:26 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 5,067 | $182.57 | $925,075.60 |
DisclosureSEC source: 0000945841-19-000099 · edgardoc.xml · nonDerivative · entry 2 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,284 Read SEC document |
| May 20, 2019 Filed May 22, 2019 21:26 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 4,933 | $185.61 | $915,616.60 |
DisclosureSEC source: 0000945841-19-000099 · edgardoc.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,351 Read SEC document |
| May 01, 2019 Filed May 3, 2019 22:02 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-19-000085 · edgardoc.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,284 Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:27 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 1,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-18-000114 · wf-form4_154153962711296.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,999 F1 · kind: In accordance with the Issuer's Director's Compensation Policy (the "Policy"), the reporting person was issued an equity award of 1,769 stock units on November 2, 2018 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service (as defined in the Policy) or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. F3 · balance_after: Represents stock units as described in footnote 2. Read SEC document |
| May 21, 2018 Filed May 22, 2018 22:14 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 272 | $149.14 | $40,565.70 |
DisclosureSEC source: 0000945841-18-000082 · edgardoc.xml · nonDerivative · entry 3 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,623 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.00 to $149.43, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 21, 2018 Filed May 22, 2018 22:14 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 8,600 | $148.57 | $1,277,723.50 |
DisclosureSEC source: 0000945841-18-000082 · edgardoc.xml · nonDerivative · entry 2 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,895 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.00 to $148.97, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 21, 2018 Filed May 22, 2018 22:14 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 1,128 | $147.27 | $166,115.60 |
DisclosureSEC source: 0000945841-18-000082 · edgardoc.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,495 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.00 to $147.90, inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:43 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000075 · edgardoc.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,623 Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 23:29 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 2,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-17-000160 · wf-form4_151001094299855.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,230 F1 · kind: In accordance with the Issuer's Director's Compensation Policy (the "Policy"), the reporting person was issued an equity award of 2,435 stock units on November 2, 2017 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service (as defined in the Policy) or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. F3 · balance_after: Represents stock units as described in footnote 2. Read SEC document |
| May 02, 2017 Filed May 4, 2017 22:44 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000097 · edgardoc.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,757 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 21:39 UTC | MALIBU BOATS, INC. MBUU · Entity 5439 | GrantClass A Common Stock | 4,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001590976-16-000303 · wf-form4_147803633494842.xml · nonDerivative · entry 1 STOKELY JOHN E · CIK 0001207898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,795 F1 · kind: In accordance with the Issuer's Director's Compensation Policy (the "Policy"), the reporting person was issued an equity award of 4,289 stock units on October 28, 2016 for his service on the board of directors of the Issuer. F2 · kind: The stock units are fully vested and payable in an equivalent number of shares of the Issuer's Class A Common Stock upon or as soon as practicable, and in all events within 30 days, following the first to occur of (A) the date of the reporting person's separation from service (as defined in the Policy) or (B) the occurrence of a change in control under the Issuer's Long-Term Incentive Plan. F3 · balance_after: Represents stock units as described in footnote 2. 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.