Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Director | April 29, 2026 | April 30, 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.
POOL CORP
Report date April 29, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,617 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 644 · Balance 2,617 |
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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed Apr 30, 2026 20:18 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-26-000094 · form4.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,617 Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:11 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-25-000102 · wk-form4_1746216655.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,973 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:06 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-24-000100 · wk-form4_1714766803.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,512 Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:26 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-23-000089 · wf-form4_168331838571363.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,164 Read SEC document |
| May 06, 2022 Filed May 9, 2022 20:41 UTC | POOL CORP POOL · Entity 3738 | PurchaseCommon Stock | 300 | $391.86 | $117,556.80 |
DisclosureSEC source: 0000945841-22-000083 · wf-form4_165212888466106.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808 Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:47 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-22-000080 · wf-form4_165178361186453.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508 Read SEC document |
| August 03, 2021 Filed Jan 18, 2022 22:17 UTC | POOL CORP POOL · Entity 3738 | PurchaseCommon Stock | 200 | $480.91 | $96,182.00 |
DisclosureSEC source: 0000945841-22-000004 · wf-form5_164254423645396.xml · nonDerivative · entry 1 GERVASI MARTHA S · CIK 0001865142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 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.