Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED ENERGY INDUSTRIES INCAEIS · Entity 3497 | Director | May 07, 2026 | May 08, 2026 |
| BECTON DICKINSON & COBDX · Entity 2498 | EVP and General Counsel | March 16, 2026 | March 17, 2026 |
| BMC STOCK HOLDINGS, INC.BMCH · Entity 144119 | See Remarks | June 01, 2018 | June 05, 2018 |
| ECOLAB INC.ECL · Entity 2954 | EVP, GC & SECRETARY | December 06, 2023 | December 08, 2023 |
| FLOWSERVE CORPFLS · Entity 3541 | SVP, Chief Legal Officer | February 27, 2022 | March 01, 2022 |
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.
ADVANCED ENERGY INDUSTRIES INC
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 587 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 587 · Balance 587 F1: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F2: Restricted stock units are not exercisable and do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.
F2: Restricted stock units are not exercisable and do not have an expiration date.
BECTON DICKINSON & CO
Report date March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,492 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Grant · Acquired 7,492 · Balance 7,492 F1: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan.
BMC STOCK HOLDINGS, INC.
Report date June 01, 2018 · Filed June 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,935 |
Reported balance
After 2018-06-01 transaction · row 1
1 source rowRow 1 · 2018-06-01 · Tax withholding · Disposed 1,005 · Balance 21,935 F1: Reflects shares withheld to pay tax withholding requirements on vesting of previously granted restricted stock units. Effective August 1, 2017, the Reporting Person was granted 12,600 restricted stock units, vesting in equal installments over a three-year period on June 1, 2018, June 1, 2019, and June 1, 2020, subject to the Reporting Person's continued employment with the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld to pay tax withholding requirements on vesting of previously granted restricted stock units. Effective August 1, 2017, the Reporting Person was granted 12,600 restricted stock units, vesting in equal installments over a three-year period on June 1, 2018, June 1, 2019, and June 1, 2020, subject to the Reporting Person's continued employment with the issuer.
ECOLAB INC.
Report date December 06, 2023 · Filed December 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $191.03 · Expires 2033-12-06 | Direct | 13,390 |
Reported balance
After 2023-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-06 · Grant · Acquired 13,390 · Balance 13,390 F1: The option will be exercisable, on a cumulative basis, as to one-third of the option shares (excluding any fractional portion less than one share), on each of the first and second anniversaries of the date of grant and as to the remaining shares on the third anniversary of the date of grant. The date listed in the "Date Exercisable" column is the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | Direct | 1,866 |
Reported balance
Holding disclosure · report date 2023-12-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,866 |
Filing footnotes · ownership attribution and instrument terms
F1: The option will be exercisable, on a cumulative basis, as to one-third of the option shares (excluding any fractional portion less than one share), on each of the first and second anniversaries of the date of grant and as to the remaining shares on the third anniversary of the date of grant. The date listed in the "Date Exercisable" column is the first anniversary of the date of grant.
FLOWSERVE CORP
Report date February 27, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,334 |
Ending reported balance
After 2022-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-27 · Exercise / conversion · Acquired 2,555 · Balance 17,290 Row 2 · 2022-02-27 · Tax withholding · Disposed 956 · Balance 16,334 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,009 |
Reported balance
After 2022-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-27 · Exercise / conversion · Disposed 2,390 · Balance 26,009 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Walgreens Boots Alliance, Inc.
Report date August 28, 2025 · Filed August 28, 2025
Section 16 reporting ended · disclosed 2025-08-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-28 transaction · row 1
1 source rowRow 1 · 2025-08-28 · Disposition to issuer · Disposed 348,093 · Balance 0 F1: Includes shares underlying restricted stock units ("RSUs"), inclusive of RSUs issued in lieu of dividends. F2: Pursuant to the Agreement and Plan of Merger, dated as of March 6, 2025 (the "Merger Agreement"), by and among Walgreens Boots Alliance, Inc., a Delaware corporation (the "Company"), Blazing Star Parent, LLC, a Delaware limited liability company ("Parent"), Blazing Star Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and the other affiliates of Parent named therein, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. F3: At the effective time of the Merger (the "Effective Time") each share of Common Stock was automatically converted into the right to receive from Parent (i) $11.45 in cash, without interest thereon and subject to all applicable withholding (the "Per Share Cash Consideration"), and (ii) one divested asset proceed right issued by Parent or one of its affiliates subject to and in accordance with the divested asset proceed rights agreement (each, a "Divested Asset Proceed Right" and, collectively with the Per Share Cash Consideration, the "Per Share Consideration"). F4: Pursuant to the Merger Agreement, each RSU owned by the reporting person at the Effective Time was cancelled in exchange for the Per Share Consideration, provided that, payment of such consideration with respect to any RSUs that were unvested as of the Effective Time will remain subject to the Reporting Person's continued service as an employee, consistent with the vesting conditions applicable to such RSU immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares underlying restricted stock units ("RSUs"), inclusive of RSUs issued in lieu of dividends.
F2: Pursuant to the Agreement and Plan of Merger, dated as of March 6, 2025 (the "Merger Agreement"), by and among Walgreens Boots Alliance, Inc., a Delaware corporation (the "Company"), Blazing Star Parent, LLC, a Delaware limited liability company ("Parent"), Blazing Star Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), and the other affiliates of Parent named therein, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent.
F3: At the effective time of the Merger (the "Effective Time") each share of Common Stock was automatically converted into the right to receive from Parent (i) $11.45 in cash, without interest thereon and subject to all applicable withholding (the "Per Share Cash Consideration"), and (ii) one divested asset proceed right issued by Parent or one of its affiliates subject to and in accordance with the divested asset proceed rights agreement (each, a "Divested Asset Proceed Right" and, collectively with the Per Share Cash Consideration, the "Per Share Consideration").
F4: Pursuant to the Merger Agreement, each RSU owned by the reporting person at the Effective Time was cancelled in exchange for the Per Share Consideration, provided that, payment of such consideration with respect to any RSUs that were unvested as of the Effective Time will remain subject to the Reporting Person's continued service as an employee, consistent with the vesting conditions applicable to such RSU immediately prior to the Effective Time.
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, 2021 Filed Feb 22, 2021 23:21 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 964 | $39.24 | $37,827.36 |
DisclosureSEC source: 0000030625-21-000029 · wf-form4_161403606425655.xml · nonDerivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,457 Read SEC document |
| February 20, 2021 Filed Feb 22, 2021 23:21 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 2,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000029 · wf-form4_161403606425655.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,421 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 16, 2021 Filed Feb 18, 2021 22:43 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 9,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000013 · wf-form4_161368821459850.xml · derivative · entry 3 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,290 Underlying: Common Stock · 9,290 shares Expires not disclosed F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% based on performance against two factors over a three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023: 1) the issuer's three year average free cash flow ("FCF") as a percentage of net income; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. Additionally, a relative total shareholder return ("TSR") modifier will be applied that may result in a positive or negative 15% adjustment to the otherwise earned performance rights. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% based on performance against two factors over a three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023: 1) the issuer's three year average free cash flow ("FCF") as a percentage of net income; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. Additionally, a relative total shareholder return ("TSR") modifier will be applied that may result in a positive or negative 15% adjustment to the otherwise earned performance rights. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F3 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% based on performance against two factors over a three-year performance cycle beginning on January 1, 2021 and ending on December 31, 2023: 1) the issuer's three year average free cash flow ("FCF") as a percentage of net income; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. Additionally, a relative total shareholder return ("TSR") modifier will be applied that may result in a positive or negative 15% adjustment to the otherwise earned performance rights. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:43 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 5,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000013 · wf-form4_161368821459850.xml · derivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,876 Underlying: Common Stock · 5,310 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares). The restricted stock units vest over a three-year period, with one-third vesting on the second anniversary of the grant and the remaining two-thirds vesting on the third anniversary of the grant. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:43 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 9,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-21-000013 · wf-form4_161368821459850.xml · derivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,566 Underlying: Common Stock · 9,290 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:52 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053695 · doc4.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772 F1 · shares: October 1, 2020, the Board granted Lanesha Minnix an award of restricted stock units that will vest on April 30, 2021 ("RSUs"). F2 · balance_after: Represents 1,772 shares of unvested restricted stock units of common stock. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 20:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-20-000093 · wf-form4_159199446923210.xml · derivative · entry 3 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,276 Underlying: Common Stock · 2,667 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 20:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 675 | $27.00 | $18,225.00 |
DisclosureSEC source: 0000030625-20-000093 · wf-form4_159199446923210.xml · nonDerivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,078 Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 20:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-20-000093 · wf-form4_159199446923210.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,753 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: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 2,390 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-20-000043 · wf-form4_158318532710641.xml · derivative · entry 3 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,943 Underlying: Common Stock · 2,390 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 675 | $40.41 | $27,276.75 |
DisclosureSEC source: 0000030625-20-000043 · wf-form4_158318532710641.xml · nonDerivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,984 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:42 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 2,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-20-000043 · wf-form4_158318532710641.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,659 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 20, 2020 Filed Feb 24, 2020 21:55 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 6,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-20-000023 · wf-form4_158258133681623.xml · derivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 6,830 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2020 and ending on December 31, 2022 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's ROIC improvement goals under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2020 and ending on December 31, 2022 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's ROIC improvement goals under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2020 and ending on December 31, 2022 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's ROIC improvement goals under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:55 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 6,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-20-000023 · wf-form4_158258133681623.xml · derivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,333 Underlying: Common Stock · 6,830 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 21:22 UTC | FLOWSERVE CORP FLS · Entity 3541 | SaleCommon Stock | 820 | $47.97 | $39,338.52 |
DisclosureSEC source: 0000030625-19-000081 · wf-form4_157618572093567.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $47.9790 to $47.9730, inclusive. The reporting person undertakes to provide Flowserve Corporation, any security holder of Flowserve 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 above. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:21 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000054 · wf-form4_156045724820012.xml · derivative · entry 3 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,503 Underlying: Common Stock · 2,667 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:21 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 661 | $49.36 | $32,626.96 |
DisclosureSEC source: 0000030625-19-000054 · wf-form4_156045724820012.xml · nonDerivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,051 Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:21 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 2,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000054 · wf-form4_156045724820012.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712 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: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:04 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 7,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000020 · wf-form4_155147427144581.xml · derivative · entry 2 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,170 Underlying: Common Stock · 7,170 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2019 and ending on December 31, 2021 which are: 1) the issuer's relative total shareholder return ("TSR") in comparison to the TSR averages of a predetermined compensation peer group over the performance cycle; and 2) the issuer's return on invested capital ("ROIC") measured against the issuer's targeted ROIC improvement under its operating plan. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:04 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 7,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-19-000020 · wf-form4_155147427144581.xml · derivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,170 Underlying: Common Stock · 7,170 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 16:28 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-18-000063 · wf-form4_152890726844946.xml · derivative · entry 1 Minnix Lanesha · CIK 0001708662 · SVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock (plus dividends accrued on the underlying shares) and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 08:52 UTC | BMC STOCK HOLDINGS, INC. BMCH · Entity 144119 | Tax withholdingCommon Stock | 1,005 | $20.35 | $20,451.75 |
DisclosureSEC source: 0001574815-18-000081 · wf-form4_152820312556518.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,935 F1 · shares: Reflects shares withheld to pay tax withholding requirements on vesting of previously granted restricted stock units. Effective August 1, 2017, the Reporting Person was granted 12,600 restricted stock units, vesting in equal installments over a three-year period on June 1, 2018, June 1, 2019, and June 1, 2020, subject to the Reporting Person's continued employment with the issuer. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 16:58 UTC | BMC STOCK HOLDINGS, INC. BMCH · Entity 144119 | GrantCommon Stock | 10,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001574815-18-000031 · wf-form4_152002789268748.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,940 F1 · shares: Effective March 1, 2018 (the "Grant Date"), the Reporting Person was granted 10,340 restricted stock units, vesting over a three-year period in three substantially equivalent installments on each successive anniversary of the Grant Date, subject to the Reporting Person's continued employment with the issuer. Restricted stock units of the issuer may only be settled in shares of common stock on a 1-for-1 basis. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:04 UTC | BMC STOCK HOLDINGS, INC. BMCH · Entity 144119 | GrantCommon Stock | 12,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-019749 · doc4.xml · nonDerivative · entry 1 Minnix Lanesha · CIK 0001708662 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,600 F1 · security: Effective August 1, 2017, the Reporting Person was granted 12,600 restricted stock units, vesting in equal installments over a three-year period on June 1, 2018, June 1, 2019, and June 1, 2020, subject to the Reporting Person's continued employment with the issuer. Restricted stock units of the issuer may only be settled in shares of common stock on a 1-for-1 basis. 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.