Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIMMER BIOMET HOLDINGS, INC.ZBH · Entity 3278 | VP, Controller, CAO | May 01, 2026 | May 05, 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.
ZIMMER BIOMET HOLDINGS, INC.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,232 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 9,232 · Balance 9,232 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2: Vests annually over three years in increments of one-third each year, commencing on May 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock.
F2: Vests annually over three years in increments of one-third each year, commencing on May 1, 2027.
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 March 01, 2019 · Filed March 04, 2019
Section 16 reporting ended · disclosed 2019-03-04. 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 |
|---|---|---|---|---|---|---|
| February 21, 2019 Filed Feb 25, 2019 21:19 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 82 | $74.32 | $6,094.24 |
DisclosureSEC source: 0001209191-19-012976 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,889 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 February 21, 2017 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:45 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,931 | $0.00 Strike: $74.07 | $0.00 |
DisclosureSEC source: 0001209191-19-012730 · doc4.xml · derivative · entry 3 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 Underlying: Common Stock · 2,931 shares Expires 2029-02-20 F3 · derivative.exercise_date: These options vest in three equal annual installments beginning on February 20, 2020. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:45 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012730 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,971 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 20, 2020. Read SEC document |
| September 19, 2018 Filed Sep 19, 2018 21:31 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $26.60 | $0.00 |
DisclosureSEC source: 0001209191-18-051669 · doc4.xml · derivative · entry 4 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,898 Underlying: Common Stock · 1,500 shares Expires 2022-03-02 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 19, 2018 Filed Sep 19, 2018 21:31 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 1,500 | $82.00 | $123,000.00 |
DisclosureSEC source: 0001209191-18-051669 · doc4.xml · nonDerivative · entry 2 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,296 F1 · shares: The exercise and sale were made pursuant to a 10b5-1 plan adopted by the reporting person on August 3, 2018. Read SEC document |
| September 19, 2018 Filed Sep 19, 2018 21:31 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 1,500 | $26.60 | $39,900.00 |
DisclosureSEC source: 0001209191-18-051669 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,796 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 |
| September 10, 2018 Filed Sep 11, 2018 18:13 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $26.60 | $0.00 |
DisclosureSEC source: 0001209191-18-050427 · doc4.xml · derivative · entry 5 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,398 Underlying: Common Stock · 2,000 shares Expires 2022-03-02 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: These options are fully vested and exercisable. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 18:13 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 2,000 | $79.00 | $158,000.00 |
DisclosureSEC source: 0001209191-18-050427 · doc4.xml · nonDerivative · entry 3 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,296 F2 · shares: The exercise and sale were made pursuant to a 10b5-1 plan adopted by the reporting person on August 3, 2018. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 18:13 UTC | Xylem Inc. XYL · Entity 430 | Exercise / conversionCommon Stock | 2,000 | $26.60 | $53,200.00 |
DisclosureSEC source: 0001209191-18-050427 · doc4.xml · nonDerivative · entry 2 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,296 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 |
| September 07, 2018 Filed Sep 11, 2018 18:13 UTC | Xylem Inc. XYL · Entity 430 | SaleCommon Stock | 1,000 | $77.89 | $77,890.00 |
DisclosureSEC source: 0001209191-18-050427 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,296 F1 · shares: The sale was made pursuant to a 10b5-1 plan adopted by the reporting person on August 3, 2018 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 18:26 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 138 | $75.66 | $10,441.08 |
DisclosureSEC source: 0001209191-18-049472 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296 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 September 1, 2017 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 23:33 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 112 | $76.26 | $8,541.12 |
DisclosureSEC source: 0001209191-18-014191 · doc4.xml · nonDerivative · entry 3 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,434 F3 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on September 1, 2016 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 23:33 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 91 | $76.26 | $6,939.66 |
DisclosureSEC source: 0001209191-18-014191 · doc4.xml · nonDerivative · entry 2 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 F2 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on February 24, 2016 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 23:33 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 636 | $76.26 | $48,501.36 |
DisclosureSEC source: 0001209191-18-014191 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,637 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 February 24, 2015 under the Xylem 2011 Omnibus Incentive Plan. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:45 UTC | Xylem Inc. XYL · Entity 430 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,910 | $0.00 Strike: $75.18 | $0.00 |
DisclosureSEC source: 0001209191-18-012997 · doc4.xml · derivative · entry 4 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,910 Underlying: Common Stock · 2,910 shares Expires 2028-02-21 F5 · derivative.exercise_date: These options vest in three equal annual installments beginning on February 21, 2019. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:45 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012997 · doc4.xml · nonDerivative · entry 2 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,273 F3 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on February 21, 2019. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:45 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 82 | $75.18 | $6,164.76 |
DisclosureSEC source: 0001209191-18-012997 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,608 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 February 21, 2017 under the Xylem 2011 Omnibus Incentive Plan. F2 · balance_after: Additional shares also accrued through a qualified DRIP. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 15:52 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051150 · doc4.xml · nonDerivative · entry 1 Stellato Paul A · CIK 0001714585 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,682 F1 · shares: Reflects an award of restricted stock units which are scheduled to vest in three equal annual installments beginning on September 1, 2018. 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.