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 |
|---|---|---|---|---|---|---|
| September 15, 2020 Filed Sep 16, 2020 14:49 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,165 | $26.39 | $30,744.35 |
DisclosureSEC source: 0000027996-20-000111 · wf-form4_160026777375574.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,672 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, 2020 Filed Jun 16, 2020 13:55 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 995 | $24.73 | $24,606.35 |
DisclosureSEC source: 0000027996-20-000089 · wf-form4_159231572573252.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,507 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 18, 2020 Filed May 20, 2020 20:29 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 54,678 | $0.00 Strike: $24.64 | $0.00 |
DisclosureSEC source: 0001567619-20-010820 · doc1.xml · derivative · entry 3 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 54,678 shares Expires 2021-01-03 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. F4 · derivative.exercise_date: This option is presently exercisable in full. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:29 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 45,513 | $35.96 | $1,636,834.08 |
DisclosureSEC source: 0001567619-20-010820 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,646.379 F2 · kind: Shares withheld to pay option exercise price and taxes applicable to the net exercise of stock options. F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $35.9434 to $35.9650. 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 disposed 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 |
| May 18, 2020 Filed May 20, 2020 20:29 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 54,678 | $24.64 | $1,347,265.92 |
DisclosureSEC source: 0001567619-20-010820 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,159.379 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 |
| May 04, 2020 Filed May 6, 2020 20:59 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 355 | $34.48 | $12,240.40 |
DisclosureSEC source: 0001567619-20-009144 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451.1201 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. F6 · balance_after: Since the date of the reporting person's last ownership form, 32,289.353 shares held directly have been transferred and are now held indirectly by a trust owned by the reporting person's spouse. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 16:44 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000064 · wf-form4_158826506459224.xml · derivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,104 Underlying: Common Stock · 5,104 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units vest on the date of our 2021 annual shareholder meeting, which is expected to be April 28, 2021. F1 · derivative.exercise_date: Restricted stock units vest on the date of our 2021 annual shareholder meeting, which is expected to be April 28, 2021. F1 · derivative.expiration_date: Restricted stock units vest on the date of our 2021 annual shareholder meeting, which is expected to be April 28, 2021. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 17:47 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 1,027 | $29.93 | $30,738.11 |
DisclosureSEC source: 0000027996-20-000030 · wf-form4_158438082911765.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,512 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. F2 · balance_after: Total ownership includes 3,186 restricted stock units that will vest and convert to shares on May 1, 2020. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 22:34 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 2,151 | $45.98 | $98,902.98 |
DisclosureSEC source: 0001567619-20-000624 · doc1.xml · nonDerivative · entry 3 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,026.169 F4 · 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. F5 · balance_after: Since the date of the reporting person's last ownership form, 12,257 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, 2020 Filed Jan 6, 2020 22:34 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 113,071 | $0.00 Strike: $46.42 | $0.00 |
DisclosureSEC source: 0001567619-20-000624 · doc1.xml · derivative · entry 8 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,071 Underlying: Common Shares · 113,071 shares Expires 2030-01-02 F8 · kind: Employee stock option granted under the Pentair plc 2012 Stock 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 02, 2020 Filed Jan 6, 2020 22:34 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 10,516 | $46.42 | $488,152.72 |
DisclosureSEC source: 0001567619-20-000624 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,006.169 F4 · 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. F5 · balance_after: Since the date of the reporting person's last ownership form, 12,257 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, 2020 Filed Jan 6, 2020 22:34 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 24,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000624 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,713.058 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock 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. F3 · 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 |
| December 13, 2019 Filed Dec 16, 2019 20:16 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 548 | $50.60 | $27,728.80 |
DisclosureSEC source: 0000027996-19-000115 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,485 F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pusuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 3,186 shares of restricted stock units that will convert to shares of Common Stock on May 1, 2020. Read SEC document |
| September 13, 2019 Filed Sep 16, 2019 20:07 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 567 | $48.95 | $27,754.65 |
DisclosureSEC source: 0000027996-19-000098 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,937 F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pusuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 3,186 shares of restricted stock units that will convert to shares of Common Stock on May 1, 2020. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 20:26 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 58,991 | $0.00 Strike: $22.24 | $0.00 |
DisclosureSEC source: 0001567619-19-015717 · doc1.xml · derivative · entry 6 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 58,991 shares Expires 2020-01-04 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 |
| July 31, 2019 Filed Aug 2, 2019 20:26 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 45,452 | $39.06 | $1,775,541.47 |
DisclosureSEC source: 0001567619-19-015717 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,893 F1 · kind: Shares withheld to pay option exercise price and taxes applicable to the net exercise of stock options. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $39.040 to $39.065. 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 disposed at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 20:26 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 58,991 | $22.24 | $1,311,959.84 |
DisclosureSEC source: 0001567619-19-015717 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,345 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 |
| June 14, 2019 Filed Jun 18, 2019 12:39 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 662 | $41.95 | $27,770.90 |
DisclosureSEC source: 0000027996-19-000080 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,370 F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pusuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 3,186 shares of restricted stock units that will convert to shares of Common Stock on May 1, 2020. Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:37 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 491 | $38.99 | $19,144.09 |
DisclosureSEC source: 0001567619-19-009914 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354 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. F3 · balance_after: Since the date of the reporting person's last ownership form, 20,604 shares held directly and 187.4561 shares held indirectly in the Pentair plc Employee Stock Purchase and Bonus Plan (ESPP) have been transferred and are now held indirectly by a trust owned by the reporting person's spouse. Read SEC document |
| May 01, 2019 Filed May 2, 2019 21:32 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 3,186 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000064 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,708 F1 · balance_after: Total ownership reported in Column 5 includes 3,186 shares of restricted stock units that will convert to shares of Common Stock on May 1, 2020. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 19:51 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 641 | $43.29 | $27,748.89 |
DisclosureSEC source: 0000027996-19-000040 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,522 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 21:18 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 438 | $38.15 | $16,709.70 |
DisclosureSEC source: 0001567619-19-000788 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,604 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, 2019 Filed Jan 4, 2019 22:15 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 1,902 | $36.64 | $69,689.28 |
DisclosureSEC source: 0001567619-19-000599 · doc1.xml · nonDerivative · entry 3 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,249 F4 · 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 02, 2019 Filed Jan 4, 2019 22:15 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 122,549 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001567619-19-000599 · doc1.xml · derivative · entry 7 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,549 Underlying: Common Shares · 122,549 shares Expires 2029-01-02 F7 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F8 · 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 02, 2019 Filed Jan 4, 2019 22:15 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 8,174 | $37.77 | $308,731.98 |
DisclosureSEC source: 0001567619-19-000599 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,981 F4 · 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 02, 2019 Filed Jan 4, 2019 22:15 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 27,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000599 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,468.648 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair 2012 Stock and Incentive Plan. Each restricted stock unit represents the 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. F3 · 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 |
| December 14, 2018 Filed Dec 17, 2018 21:04 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 670 | $41.39 | $27,731.30 |
DisclosureSEC source: 0000027996-18-000110 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,881 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| September 14, 2018 Filed Sep 17, 2018 22:01 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 488 | $56.88 | $27,757.44 |
DisclosureSEC source: 0000027996-18-000097 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,211 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:07 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 410 | $67.76 | $27,781.60 |
DisclosureSEC source: 0000027996-18-000089 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,723 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| May 02, 2018 Filed May 4, 2018 16:06 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 2,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-18-000074 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,313 F1 · balance_after: Total ownership reported in Column 5 includes 2,046 shares of restricted stock. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:33 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 87,016 | $0.00 Strike: $45.42 | $0.00 |
DisclosureSEC source: 0001140361-18-021835 · doc1.xml · derivative · entry 6 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,016 Underlying: Common Shares · 87,016 shares Expires 2028-05-02 F6 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:33 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 20,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021835 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,569.041 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. Read SEC document |
| April 30, 2018 Filed May 2, 2018 21:15 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 51,773.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021307 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,653.04 F1 · kind: Restricted stock units granted to the reporting person under the Pentair plc 2012 Stock and Incentive Plan for which the performance conditions to vesting were satisfied as of April 30, 2018. The restricted stock units are subject to time-based vesting conditions as to 25,941.5 shares that vest on January 1, 2019 and 25,831.54 shares that vest on January 1, 2020. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:13 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 377 | $73.51 | $27,713.27 |
DisclosureSEC source: 0000027996-18-000053 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,267 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 21:25 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 359 | $72.55 | $26,045.45 |
DisclosureSEC source: 0001140361-18-001048 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,446 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, 2018 Filed Jan 5, 2018 00:01 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 1,402 | $70.80 | $99,261.60 |
DisclosureSEC source: 0001140361-18-000908 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,012 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2018 Filed Jan 18, 2018 22:02 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 2,392 | $70.30 | $168,165.97 |
DisclosureSEC source: 0001140361-18-002446 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,792 F1 · kind: Shares automatically sold by administrator of nonqualified deferral plan to pay taxes applicable to distribution of shares from such plan in accordance with previously made irrevocable deferral election. F2 · balance_after: End-of-period holdings reflect a distribution from the Deferral Plan to the reporting person in an exempt transaction not required to be reported pursuant to Section 16(a). Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:01 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 308 | $70.23 | $21,630.84 |
DisclosureSEC source: 0001140361-18-000908 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F2 · balance_after: Since the date of the reporting person's last ownership form, 6,991 shares previously reported as directly owned by the reporting person have been transferred and are now indirectly owned by a trust owned by the reporting person's spouse. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:15 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 345 | $76.04 | $26,233.80 |
DisclosureSEC source: 0000027996-17-000096 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,890 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 20:52 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 379 | $69.26 | $26,249.54 |
DisclosureSEC source: 0000027996-17-000088 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,853 shares of restricted stock. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 20:03 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 351 | $71.20 | $24,991.20 |
DisclosureSEC source: 0000027996-17-000077 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,166 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 3,514 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 3,514 shares of restricted stock. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:22 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-17-000068 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,815 F1 · balance_after: Total ownership reported in Column 5 includes 3,514 shares of restricted stock. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 21:17 UTC | DELUXE CORP DLX · Entity 1310 | OtherCommon Stock | 301 | $74.72 | $22,490.72 |
DisclosureSEC source: 0000027996-17-000054 · edgar.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,962 F1 · kind: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,661 shares of restricted stock. F1 · balance_after: Securities acquired consist of Common Stock received in lieu of directors' fees pursuant to the Company's Non-Employee Stock and Deferral Plan. Total ownership reported in Column 5 includes 1,661 shares of restricted stock. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 22:28 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 383 | $58.15 | $22,271.45 |
DisclosureSEC source: 0001140361-17-001047 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,991 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, 2017 Filed Jan 6, 2017 02:12 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 58,726 | $0.00 Strike: $57.95 | $0.00 |
DisclosureSEC source: 0001140361-17-000891 · doc1.xml · derivative · entry 7 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,726 Underlying: Common Shares · 58,726 shares Expires 2027-01-03 F8 · kind: Employee stock option granted under the Pentair plc 2012 Stock 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, 2017 Filed Jan 6, 2017 02:12 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 3,647 | $57.95 | $211,343.65 |
DisclosureSEC source: 0001140361-17-000891 · doc1.xml · nonDerivative · entry 2 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,641 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: Since the date of the reporting person's last ownership form, 35,508 shares previously reported as directly owned by the reporting person have been transferred and are now indirectly owned by a trust owned by the reporting person's spouse. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:12 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 12,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000891 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,127 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 21:26 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 10,924 | $63.28 | $691,270.72 |
DisclosureSEC source: 0001140361-16-081266 · doc1.xml · nonDerivative · entry 1 Stauch John L · CIK 0001390036 · Executive Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,508 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.