Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | April 23, 2026 | April 27, 2026 |
| PENTAIR plcPNR · Entity 3537 | Director · President & CEO | February 23, 2026 | February 25, 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.
DELUXE CORP
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,650 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Exercise / conversion · Acquired 10,349 · Balance 77,650 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-24 | Direct | 5,286 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Grant · Acquired 5,286 · Balance 5,286 F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-23 | Direct | 0 |
Reported balance
After 2026-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-23 · Exercise / conversion · Disposed 10,349 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027.
PENTAIR plc
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 202,565.6694 |
Reported balance
After 2026-02-23 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 101,277 · Balance 202,565.6694 F1: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2025. The Compensation Committee certified the achievement of the performance goals on February 23, 2026. |
| Common SharesSEC Table I · non-derivative | Direct | 107,587.6694 |
Reported balance
After 2026-02-23 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-23 · Tax withholding · Disposed 5,972 · Balance 107,587.6694 F2: Shares surrendered to pay taxes applicable to settlement of performance share units. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 7,823.632 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,823.632 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Common Shares - ESOPSEC Table I · non-derivative | IndirectPlan Agent | 950.246 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 950.246 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). |
| Common Shares - Deferral PlanSEC Table I · non-derivative | IndirectPlan Agent | 525,339.679 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 525,339.679 F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F4: End-of-period holdings reflect the deferral of vested performance share units. F5: Pentair plc shares will be delivered to the reporting person in accordance with their irrevocable deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2025. The Compensation Committee certified the achievement of the performance goals on February 23, 2026.
F2: Shares surrendered to pay taxes applicable to settlement of performance share units.
F3: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F4: End-of-period holdings reflect the deferral of vested performance share units.
F5: Pentair plc shares will be delivered to the reporting person in accordance with their irrevocable deferral election.
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 |
|---|---|---|---|---|---|---|
| August 07, 2023 Filed Aug 9, 2023 22:20 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 32,596 | $71.42 | $2,328,058.47 |
DisclosureSEC source: 0000897069-23-001138 · form4.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,690.1901 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $71.34 to $71.47. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F1 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 22:20 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 32,596 | $51.21 | $1,669,241.16 |
DisclosureSEC source: 0000897069-23-001138 · form4.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,286.1901 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 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 15:21 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,788 | $17.20 | $30,753.60 |
DisclosureSEC source: 0000027996-23-000144 · wk-form4_1686928856.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,790 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 22:20 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000124 · wf-form4_168263399603023.xml · derivative · entry 3 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,671 shares Expires 2023-04-26 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 |
| April 26, 2023 Filed Apr 27, 2023 22:20 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000124 · wf-form4_168263399603023.xml · derivative · entry 2 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,402 Underlying: Common Stock · 10,402 shares Expires 2024-04-25 F2 · derivative.exercise_date: Restricted stock units vest on the date of our 2024 annual shareholder meeting, which is expected to be April 25, 2024. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 22:20 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000124 · wf-form4_168263399603023.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,002 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 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 15:41 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,934 | $15.90 | $30,750.60 |
DisclosureSEC source: 0000027996-23-000091 · wf-form4_167898129688216.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,331 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 23:15 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 5,011 | $54.72 | $274,201.92 |
DisclosureSEC source: 0001567619-23-003552 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,590.4485 F3 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F4 · balance_after: End-of-period holdings reflect the deferral of vested performance share units. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:15 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 90,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003552 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,079.4485 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2022. The Compensation Committee certified the achievement of the performance goals on February 20, 2023. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:04 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 278 | $46.70 | $12,982.60 |
DisclosureSEC source: 0001567619-23-000675 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,601 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:54 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 115,738 | $0.00 Strike: $45.20 | $0.00 |
DisclosureSEC source: 0001567619-23-000374 · doc1.xml · derivative · entry 7 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,738 Underlying: Common Shares · 115,738 shares Expires 2033-01-03 F8 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F9 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:54 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 34,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000374 · doc1.xml · nonDerivative · entry 3 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,269.73 F5 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F6 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:54 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 241 | $45.20 | $10,893.20 |
DisclosureSEC source: 0001567619-23-000374 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4 · balance_after: Since the date of the reporting person's last ownership form, 7,059.6316 shares held directly have been transferred and are now held indirectly by a trust owned by the reporting person's spouse. Read SEC document |
| January 02, 2023 Filed Jan 5, 2023 00:54 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 260 | $45.20 | $11,752.00 |
DisclosureSEC source: 0001567619-23-000374 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4 · balance_after: Since the date of the reporting person's last ownership form, 7,059.6316 shares held directly have been transferred and are now held indirectly by a trust owned by the reporting person's spouse. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 17:57 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,830 | $16.80 | $30,744.00 |
DisclosureSEC source: 0000027996-22-000210 · wf-form4_167121341378109.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,397 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 15:32 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,724 | $17.84 | $30,756.16 |
DisclosureSEC source: 0000027996-22-000193 · wf-form4_166334236068572.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,567 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 14:30 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,391 | $22.10 | $30,741.10 |
DisclosureSEC source: 0000027996-22-000180 · wf-form4_165538979728041.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,843 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 17:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000151 · wf-form4_165116813534398.xml · derivative · entry 3 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,391 shares Expires 2022-04-27 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 17:49 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000151 · wf-form4_165116813534398.xml · derivative · entry 2 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,671 Underlying: Common Stock · 5,671 shares Expires 2023-04-26 F2 · derivative.exercise_price: Restricted stock units vest on the date of our 2023 annual shareholder meeting, which is expected to be April 26, 2023. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 17:49 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000151 · wf-form4_165116813534398.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,452 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 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 15:02 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 983 | $31.28 | $30,748.24 |
DisclosureSEC source: 0000027996-22-000112 · wf-form4_164744294451983.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,061 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 23:29 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 4,284 | $56.37 | $241,489.08 |
DisclosureSEC source: 0001567619-22-005420 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,872.1666 F3 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F4 · balance_after: End-of-period holdings reflect the deferral of vested performance share units. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 23:29 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 77,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005420 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,247.1666 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2021. The Compensation Committee certified the achievement of the performance goals on February 21, 2022. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:36 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 273 | $71.86 | $19,617.78 |
DisclosureSEC source: 0001567619-22-000784 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,736 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:52 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 77,605 | $0.00 Strike: $70.99 | $0.00 |
DisclosureSEC source: 0001567619-22-000319 · doc1.xml · derivative · entry 6 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,605 Underlying: Common Shares · 77,605 shares Expires 2032-01-03 F8 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F9 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:52 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 21,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000319 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,755.853 F5 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F4 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F6 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| January 02, 2022 Filed Jan 4, 2022 22:52 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 558 | $70.99 | $39,612.42 |
DisclosureSEC source: 0001567619-22-000319 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,181 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · balance_after: Since the date of the reporting person's last ownership form, 69,266.6599 shares held directly have been transferred and are now held indirectly by a trust owned by the reporting person's spouse. F4 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 20:37 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 954 | $32.24 | $30,756.96 |
DisclosureSEC source: 0000027996-21-000202 · wf-form4_163968705289374.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,078 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 14:37 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 853 | $36.07 | $30,767.71 |
DisclosureSEC source: 0000027996-21-000188 · wf-form4_163180301578868.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,124 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| June 15, 2021 Filed Jun 15, 2021 21:25 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 657 | $46.78 | $30,734.46 |
DisclosureSEC source: 0000027996-21-000163 · wf-form4_162379229048473.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,271 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:49 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 93,930 | $0.00 Strike: $32.83 | $0.00 |
DisclosureSEC source: 0001567619-21-009712 · doc1.xml · derivative · entry 9 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 93,930 shares Expires 2026-01-04 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. F6 · derivative.exercise_date: This option is presently exercisable in full. Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:49 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 50,616 | $0.00 Strike: $33.72 | $0.00 |
DisclosureSEC source: 0001567619-21-009712 · doc1.xml · derivative · entry 8 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 50,616 shares Expires 2023-01-02 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. F6 · derivative.exercise_date: This option is presently exercisable in full. Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:49 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 68,274 | $69.37 | $4,736,064.97 |
DisclosureSEC source: 0001567619-21-009712 · doc1.xml · nonDerivative · entry 4 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,184.2229 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $69.26 to $69.37. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F3 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:49 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 93,930 | $32.83 | $3,083,721.90 |
DisclosureSEC source: 0001567619-21-009712 · doc1.xml · nonDerivative · entry 3 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,458.2229 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 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:49 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 36,868 | $69.41 | $2,559,166.41 |
DisclosureSEC source: 0001567619-21-009712 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,528.2229 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $69.20 to $69.42. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F3 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:49 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 50,616 | $33.72 | $1,706,771.52 |
DisclosureSEC source: 0001567619-21-009712 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,396.2229 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 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| May 03, 2021 Filed May 5, 2021 21:13 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 346 | $65.35 | $22,611.10 |
DisclosureSEC source: 0001567619-21-009142 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,765.0102 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 18:43 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000137 · wf-form4_161972179052609.xml · derivative · entry 3 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,104 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: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. F1 · derivative.expiration_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 18:43 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000137 · wf-form4_161972179052609.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,614 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 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 18:43 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000137 · wf-form4_161972179052609.xml · derivative · entry 2 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,391 Underlying: Common Stock · 3,391 shares Expires 2022-04-27 F2 · derivative.exercise_price: Restricted stock units vest on the date of our 2022 annual shareholder meeting, which is expected to be April 27, 2022. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 14:44 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 750 | $40.98 | $30,735.00 |
DisclosureSEC source: 0000027996-21-000098 · wf-form4_161590583358741.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,510 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:44 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 22,370 | $54.82 | $1,226,323.40 |
DisclosureSEC source: 0001567619-21-004270 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,361.6049 F3 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:44 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 50,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004270 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,731.6049 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2020. The Compensation Committee certified the achievement of the performance goals on February 15, 2021. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:28 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 100,293 | $0.00 Strike: $51.53 | $0.00 |
DisclosureSEC source: 0001567619-21-000660 · doc1.xml · derivative · entry 6 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,293 Underlying: Common Shares · 100,293 shares Expires 2031-01-04 F8 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F9 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:28 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 560 | $51.53 | $28,856.80 |
DisclosureSEC source: 0001567619-21-000660 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,198.0699 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F4 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). F7 · balance_after: Since the date of the reporting person's last ownership form, 27,401.174 shares held directly have been transferred and are now held indirectly by a trust owned by the reporting person's spouse. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:28 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 24,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000660 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,655 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 18:04 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,088 | $28.25 | $30,736.00 |
DisclosureSEC source: 0000027996-20-000124 · wf-form4_160814184718491.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,760 F1 · kind: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 20:52 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 60,717 | $0.00 Strike: $22.73 | $0.00 |
DisclosureSEC source: 0001567619-20-018229 · doc1.xml · derivative · entry 5 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 60,717 shares Expires 2022-01-03 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. F5 · derivative.exercise_date: This option is presently exercisable in full. Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 20:52 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 43,082 | $50.03 | $2,155,392.46 |
DisclosureSEC source: 0001567619-20-018229 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,401.174 F2 · kind: Shares withheld to pay option exercise price and taxes applicable to the net exercise of stock options. F1 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 20:52 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 60,717 | $22.73 | $1,380,097.41 |
DisclosureSEC source: 0001567619-20-018229 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,483.174 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 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). 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.