person · Reporting owner
Capers Dorothy Trefon
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C. H. ROBINSON WORLDWIDE, INC.CHRW · Entity 3306 | Chief Legal Officer | May 05, 2026 | May 07, 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.
C. H. ROBINSON WORLDWIDE, INC.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,360 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Tax withholding · Disposed 1,204 · Balance 19,360 F1: Consists of shares withheld by the issuer to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock units. F2: Included in this amount are 15,381 shares of Issuer common stock issuable in settlement of an equal number of restricted stock units and 3,979 shares held directly by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares withheld by the issuer to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock units.
F2: Included in this amount are 15,381 shares of Issuer common stock issuable in settlement of an equal number of restricted stock units and 3,979 shares held directly by the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Xylem Inc.
Report date May 02, 2025 · Filed May 02, 2025
Section 16 reporting ended · disclosed 2025-05-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 05, 2026 Filed May 7, 2026 20:38 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | Tax withholdingCommon Stock | 1,204 | $161.24 | $194,132.96 |
DisclosureSEC source: 0001437749-26-015630 · rdgdoc.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,360 F1 · shares: Consists of shares withheld by the issuer to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock units. F2 · balance_after: Included in this amount are 15,381 shares of Issuer common stock issuable in settlement of an equal number of restricted stock units and 3,979 shares held directly by the reporting person. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:16 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantCommon Stock | 3,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-003371 · rdgdoc.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,564 F1 · shares: Restricted stock units vest ratably over a three year period between January 1, 2026 and December 31, 2028. F2 · balance_after: Included in this amount are 19,028 shares of Issuer common stock issuable in settlement of an equal number of restricted stock units and 1,536 shares held directly by the reporting person. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:30 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | Tax withholdingCommon Stock | 711 | $161.96 | $115,153.56 |
DisclosureSEC source: 0001437749-26-000355 · rdgdoc.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,084 F1 · shares: Consists of shares withheld by the issuer to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock units. F2 · balance_after: Included in this amount are 15,548 shares of Issuer common stock issuable in settlement of an equal number of restricted stock units and 1,536 shares held directly by the reporting person. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:38 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantCommon Stock | 11,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-015147 · rdgdoc.xml · nonDerivative · entry 2 Capers Dorothy Trefon · CIK 0001905353 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,795 F2 · shares: Restricted stock units vest ratably on each of May 5, 2026, 2027 and 2028. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:38 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantCommon Stock | 6,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-015147 · rdgdoc.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,742 F1 · shares: Restricted stock units vest ratably on each of December 31, 2025, 2026 and 2027. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | GrantNon-Qualified Stock Options (Right to buy) · Derivative | 4,905 | $129.67 Strike: $129.67 | $636,031.35 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · derivative · entry 7 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,905 Underlying: Common Stock · 4,905 shares Expires 2035-03-05 F5 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 5, 2026, March 5, 2027 and March 5, 2028. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,398 | $129.67 | $181,278.66 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · nonDerivative · entry 4 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,413 F2 · shares: 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 third increments on March 5, 2026, March 5, 2027 and March 5, 2028. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 7,868 | $0.00 Strike: $86.76 | $0.00 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · derivative · entry 6 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,868 shares Expires 2032-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The March 1, 2022 option grant vested 2,623 options on March 1, 2023, 2,623 options on March 1, 2024, and 2,622 options on March 1, 2025. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 4,158 | $0.00 Strike: $101.09 | $0.00 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · derivative · entry 5 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,079 Underlying: Common Stock · 4,158 shares Expires 2033-03-01 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: The March 1, 2023 option grant vested 2,079 options on March 1, 2024, 2,079 options on March 1, 2025, and will vest 2,079 options on March 1, 2026. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 12,026 | $127.26 | $1,530,391.48 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · nonDerivative · entry 3 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,015 F1 · price: This price represents the weighted average price per share of common stock (each, a "Share") of Xylem Inc. (the "Issuer"). 12,026 Shares were executed at a range of prices from $125.25 to $125.35. 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 |
| March 04, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 4,158 | $101.09 | $420,332.22 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · nonDerivative · entry 2 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,041 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 |
| March 04, 2025 Filed Mar 6, 2025 21:11 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 7,868 | $86.76 | $682,627.68 |
DisclosureSEC source: 0001562180-25-002143 · primarydocument.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,883 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 |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 816 | $129.78 | $105,900.48 |
DisclosureSEC source: 0001562180-25-001961 · primarydocument.xml · nonDerivative · entry 5 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,015 F6 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2022 (458), March 1, 2023 (200), and March 1, 2024 (158) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 1,516 | $129.78 | $196,746.48 |
DisclosureSEC source: 0001562180-25-001961 · primarydocument.xml · nonDerivative · entry 4 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,831 F5 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of performance-based stock units granted on March 1, 2022 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24, 2016). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,575 | $129.78 | $204,403.50 |
DisclosureSEC source: 0001562180-25-001961 · primarydocument.xml · nonDerivative · entry 3 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,347 F4 · shares: Reflects the acquisition of 1,575 shares of common stock upon vesting of performance-based stock units granted on March 1, 2022 under the Xylem Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Revenue. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,575 | $129.78 | $204,403.50 |
DisclosureSEC source: 0001562180-25-001961 · primarydocument.xml · nonDerivative · entry 2 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,772 F3 · shares: Reflects the acquisition of 1,575 shares of common stock upon vesting of performance-based stock units granted on March 1, 2022 under the Xylem Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to ROIC. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,315 | $129.78 | $170,660.70 |
DisclosureSEC source: 0001562180-25-001961 · primarydocument.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,197 F1 · shares: Reflects the acquisition of 1,315 shares of common stock upon vesting of performance-based stock units granted on March 1, 2022 under the Xylem Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Total Shareholder Return. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:00 UTC | Xylem Inc. XYL · Entity 430 | GrantStock Options (Right to buy) · Derivative | 4,792 | $127.94 Strike: $127.94 | $613,088.48 |
DisclosureSEC source: 0001562180-24-002288 · primarydocument.xml · derivative · entry 3 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,792 Underlying: Common Stock · 4,792 shares Expires 2034-03-01 F4 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2025, March 1, 2026 and March 1, 2027. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:00 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,417 | $127.94 | $181,290.98 |
DisclosureSEC source: 0001562180-24-002288 · primarydocument.xml · nonDerivative · entry 2 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,864 F3 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled which are scheduled to vest in one third increments on March 1, 2025, March 1, 2026 and March 1, 2027. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:00 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 976 | $127.94 | $124,869.44 |
DisclosureSEC source: 0001562180-24-002288 · primarydocument.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,447 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2022 (687) and March 1, 2023 (289) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:13 UTC | Xylem Inc. XYL · Entity 430 | GrantStock Option (Right to Buy) · Derivative | 6,237 | $101.09 Strike: $101.09 | $630,498.33 |
DisclosureSEC source: 0001562180-23-002452 · primarydocument.xml · derivative · entry 3 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,237 Underlying: Common Stock · 6,237 shares Expires 2033-03-01 F3 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2024, March 1, 2025 and March 1, 2026. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002452 · primarydocument.xml · nonDerivative · entry 2 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,415 F2 · shares: 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 third increments on March 1, 2024, March 1, 2025 and March 1, 2026. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:13 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 484 | $101.09 | $48,927.56 |
DisclosureSEC source: 0001562180-23-002452 · primarydocument.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,622 F1 · shares: Reflects units withheld to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2021 (198) and March 1, 2022 (286) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:40 UTC | Xylem Inc. XYL · Entity 430 | GrantStock Option (Right to Buy) · Derivative | 7,868 | $0.00 Strike: $86.76 | $0.00 |
DisclosureSEC source: 0001209191-22-015482 · doc4.xml · derivative · entry 3 Capers Dorothy Trefon · CIK 0001905353 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,868 Underlying: Common · 7,868 shares Expires 2032-03-01 F2 · 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, 2023, March 1, 2024 and March 1, 2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:40 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015482 · doc4.xml · nonDerivative · entry 2 Capers Dorothy Trefon · CIK 0001905353 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,106 F1 · 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, 2023, March 1, 2024 and March 1, 2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:40 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015482 · doc4.xml · nonDerivative · entry 1 Capers Dorothy Trefon · CIK 0001905353 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801 F1 · 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, 2023, March 1, 2024 and March 1, 2025. 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.