Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMETEK INC/AME · Entity 3025 | Director · CHIEF EXECUTIVE OFFICER | March 19, 2026 | March 23, 2026 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | April 16, 2026 | April 17, 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.
AMETEK INC/
Report date March 19, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 343,595 |
Ending reported balance
After 2026-03-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-19 · Tax withholding · Disposed 1,412 · Balance 345,687 F1: Represents withholding of shares to pay taxes. Row 2 · 2026-03-22 · Tax withholding · Disposed 2,092 · Balance 343,595 F1: Represents withholding of shares to pay taxes. |
| Common Stock/ SerpSEC Table I · non-derivative | Direct | 24,058 |
Reported balance
Holding disclosure · report date 2026-03-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,058 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to pay taxes.
ROCKWELL AUTOMATION, INC
Report date April 16, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 229 |
Reported balance
After 2026-04-16 transaction · row 1
1 source rowRow 1 · 2026-04-16 · Grant · Acquired 229 · Balance 229 F1: Shares delivered as compensation for service as a director under the 2026 Long-Term Incentives Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the 2026 Long-Term Incentives Plan.
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 |
|---|---|---|---|---|---|---|
| December 13, 2023 Filed Dec 15, 2023 21:01 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 53,490 | $161.74 | $8,651,472.60 |
DisclosureSEC source: 0001127602-23-029684 · form4.xml · nonDerivative · entry 5 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,479 F3 · price: The shares were sold at prices ranging from $161.40 to $162.07. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 21:01 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 10,386 | $160.33 | $1,665,187.38 |
DisclosureSEC source: 0001127602-23-029684 · form4.xml · nonDerivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,969 F2 · price: The shares were sold at prices ranging from $160.00 to $160.59. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 21:01 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 12,000 | $160.97 | $1,931,640.00 |
DisclosureSEC source: 0001127602-23-029684 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,355 F1 · price: The shares were sold at prices ranging from $160.60 to $161.39. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 21:01 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 57,606 | $73.45 | $4,231,160.70 |
DisclosureSEC source: 0001127602-23-029684 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,355 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 |
| December 13, 2023 Filed Dec 15, 2023 21:01 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 18,270 | $60.30 | $1,101,681.00 |
DisclosureSEC source: 0001127602-23-029684 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,749 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2023 Filed Mar 23, 2023 20:14 UTC | AMETEK INC/ AME · Entity 3025 | GrantStock Option · Derivative | 51,150 | $0.00 Strike: $138.46 | $0.00 |
DisclosureSEC source: 0001127602-23-011166 · form4.xml · derivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,150 Underlying: Common Stock · 51,150 shares Expires 2033-03-22 F2 · derivative.exercise_date: The stock options will become exercisable in three equal annual installments beginning on March 22, 2024. Read SEC document |
| March 22, 2023 Filed Mar 23, 2023 20:14 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 15,940 | $138.46 | $2,207,052.40 |
DisclosureSEC source: 0001127602-23-011166 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,479 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 20:09 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 2,114 | $140.07 | $296,107.98 |
DisclosureSEC source: 0001127602-23-011021 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,539 F1 · kind: Represents withholding of shares to pay taxes. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 20:09 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 3,108 | $138.54 | $430,582.32 |
DisclosureSEC source: 0001127602-23-011021 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,653 F1 · kind: Represents withholding of shares to pay taxes. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 20:05 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 2,158 | $135.35 | $292,085.30 |
DisclosureSEC source: 0001127602-23-010060 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,761 F1 · kind: Represents withholding of shares to pay taxes. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 21:09 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Deferred Compensation | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006444 · form4.xml · nonDerivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,842 F4 · kind: Represents dividend reinvestments pursuant to the Deferred Compensation Plan. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 21:09 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Serp | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006444 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,983 F3 · kind: Represents dividend reinvestments pursuant to the Supplemental Executive Retirement Plan. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 21:09 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 26,629 | $143.00 | $3,807,947.00 |
DisclosureSEC source: 0001127602-23-006444 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,919 F2 · kind: Represents withholding of shares to pay withholding taxes. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 21:09 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 62,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006444 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,548 F1 · kind: Settlement of PRSU's awarded on March 20, 2020. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 21:32 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 130,000 | $0.00 Strike: $60.30 | $0.00 |
DisclosureSEC source: 0001127602-22-025478 · form4.xml · derivative · entry 7 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,270 Underlying: Common Stock · 130,000 shares Expires 2024-05-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 9, 2018. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 21:32 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 11,342 | $141.37 | $1,603,418.54 |
DisclosureSEC source: 0001127602-22-025478 · form4.xml · nonDerivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,879 F3 · price: The shares were sold at prices ranging from $141.02 to $141.91. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 21:32 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 12,028 | $140.43 | $1,689,092.04 |
DisclosureSEC source: 0001127602-22-025478 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,221 F2 · price: The shares were sold at prices ranging from $140.000 to $140.985. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 21:32 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 106,630 | $139.18 | $14,840,763.40 |
DisclosureSEC source: 0001127602-22-025478 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,249 F1 · price: The shares were sold at prices ranging from $139.00 to $139.51. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 21:32 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 130,000 | $60.30 | $7,839,000.00 |
DisclosureSEC source: 0001127602-22-025478 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,879 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 |
| May 09, 2022 Filed May 10, 2022 20:16 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 2,334 | $121.84 | $284,374.56 |
DisclosureSEC source: 0001127602-22-013972 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,879 F1 · kind: Represents withholding of shares to pay taxes. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:20 UTC | AMETEK INC/ AME · Entity 3025 | GrantStock Option · Derivative | 54,160 | $0.00 Strike: $134.69 | $0.00 |
DisclosureSEC source: 0001127602-22-010156 · form4.xml · derivative · entry 5 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,160 Underlying: Common Stock · 54,160 shares Expires 2032-03-21 F3 · derivative.exercise_date: The stock options will become exercisable in three equal annual installments beginning on March 21, 2023. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:20 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 3,107 | $134.69 | $418,481.83 |
DisclosureSEC source: 0001127602-22-010156 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,213 F2 · kind: Represents withholding of shares to pay taxes. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:20 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 14,920 | $134.69 | $2,009,574.80 |
DisclosureSEC source: 0001127602-22-010156 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,320 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| March 11, 2022 Filed Mar 14, 2022 20:14 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 2,157 | $126.34 | $272,515.38 |
DisclosureSEC source: 0001127602-22-009112 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,400 F1 · kind: Represents withholding of shares to pay taxes. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 15:10 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Deferred Compensation | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006455 · form4.xml · nonDerivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,729 F4 · kind: Represents dividend reinvestments pursuant to the Deferred Compensation Plan. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 15:10 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Serp | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006455 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,563 F3 · kind: Represents dividend reinvestments pursuant to the Supplemental Executive Retirement Plan. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 15:10 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 23,907 | $127.44 | $3,046,708.08 |
DisclosureSEC source: 0001127602-22-006455 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,557 F2 · kind: Represents withholding of shares to pay withholding taxes. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 15:10 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 59,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006455 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,464 F1 · kind: Settlement of PRSUs awarded on March 18, 2019. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 69,803 | $0.00 Strike: $46.96 | $0.00 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · derivative · entry 9 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69,803 shares Expires 2023-05-03 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. F7 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 4, 2017. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 57,403 | $139.63 | $8,015,180.89 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 7 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,417 F5 · price: The shares were sold at prices ranging from $139.42 to $140.18. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 12,400 | $138.85 | $1,721,740.00 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 6 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,820 F4 · price: The shares were sold at prices ranging from $138.50 to $139.40. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 69,803 | $46.96 | $3,277,948.88 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 5 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,220 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 |
| November 11, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 41,567 | $0.00 Strike: $46.96 | $0.00 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · derivative · entry 8 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,803 Underlying: Common Stock · 41,567 shares Expires 2023-05-03 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. F6 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 4, 2017. Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Deferred Compensation | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,708 F3 · kind: Represents dividend reinvestment under the AMETEK, Inc. Deferred Compensation Plan. Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Serp | 273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,483 F2 · kind: Represents dividend reinvestment under the AMETEK, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 41,567 | $138.89 | $5,773,165.81 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,417 F1 · price: The shares were sold at prices ranging from $138.80 to $139.45. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:52 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 41,567 | $46.96 | $1,951,986.32 |
DisclosureSEC source: 0001127602-21-029040 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,984 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 |
| May 10, 2021 Filed May 12, 2021 00:38 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 5,574 | $137.09 | $764,139.66 |
DisclosureSEC source: 0001127602-21-016293 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,417 F1 · kind: Represents withholding of shares to pay withholding taxes. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 13:29 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 3,107 | $122.89 | $381,819.23 |
DisclosureSEC source: 0001127602-21-011762 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,991 F1 · kind: Represents withholding of shares to pay withholding taxes. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 22:28 UTC | AMETEK INC/ AME · Entity 3025 | GrantStock Option · Derivative | 61,210 | $0.00 Strike: $121.91 | $0.00 |
DisclosureSEC source: 0001127602-21-010451 · form4.xml · derivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,210 Underlying: Common Stock · 61,210 shares Expires 2031-03-11 F2 · derivative.exercise_date: The stock options will become exercisable in three equal annual installments beginning on March 11, 2022. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 22:28 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 15,230 | $121.91 | $1,856,689.30 |
DisclosureSEC source: 0001127602-21-010451 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,098 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2020 Omnibus Incentive Compensation Plan. Read SEC document |
| February 18, 2021 Filed Feb 19, 2021 22:04 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 8,803 | $118.95 | $1,047,116.85 |
DisclosureSEC source: 0001127602-21-006825 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,868 Read SEC document |
| February 18, 2021 Filed Feb 19, 2021 22:04 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 20,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006825 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,671 F1 · shares: Settlement of PRSUs awarded on March 14, 2018. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 02:41 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Deferred Compensation | 38 | $124.12 | $4,716.56 |
DisclosureSEC source: 0001127602-21-001641 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,634 F2 · kind: Pursuant to the Deferred Compensation Plan ("DC Plan"), reflects the reporting person's deemed investment in the AMETEK Common Stock Fund (the "Fund"), an investment option within the AMETEK Retirement and Savings Plan. The Fund consists of AMETEK common stock (approximately 98% of the Fund's value) and cash or cash equivalents (approximately 2% of the Fund's value). The number of shares attributed to the reporting person as a DC Plan participant and expressed as equivalent shares has been calculated based on the closing price of AMETEK common stock in relation to the Net Asset Value of the Fund on the date of the reported transaction and may change from time to time without the volition of the reporting person depending on the fair market value of AMETEK common stock and the amount of cash in the Fund. The balance reflects the difference between a 69 share dividend minus a 31 share decrease due to the FMV of the AMETEK common stock and the amount of cash in the Fund. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 02:41 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/ Serp | 143 | $124.12 | $17,749.16 |
DisclosureSEC source: 0001127602-21-001641 · form4.xml · nonDerivative · entry 2 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,210 F1 · kind: Pursuant to the Supplemental Executive Retirement Plan ("SERP"), reflects the reporting person's deemed investment in the AMETEK Common Stock Fund (the "Fund"), an investment option within the AMETEK Retirement and Savings Plan. The Fund consists of AMETEK common stock (approximately 98% of the Fund's value) and cash or cash equivalents (approximately 2% of the Fund's value). The number of shares attributed to the reporting person as a Plan participant and expressed as equivalent shares has been calculated based on the closing price of AMETEK common stock in relation to the Net Asset Value of the Fund on the date of the reported transaction and may change from time to time without the volition of the reporting person depending on the fair market value of AMETEK common stock and the amount of cash in the Fund. The balance reflects the difference between a 256 share dividend minus a 113 share decrease due to the FMV of the AMETEK common stock and the amount of cash in the Fund. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 02:41 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 2,464 | $124.12 | $305,831.68 |
DisclosureSEC source: 0001127602-21-001641 · form4.xml · nonDerivative · entry 1 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,949 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 21:34 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 25,000 | $0.00 Strike: $46.96 | $0.00 |
DisclosureSEC source: 0001127602-20-031561 · form4.xml · derivative · entry 8 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,370 Underlying: Common Stock · 25,000 shares Expires 2023-05-03 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. F2 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 4, 2017. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 21:34 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 58,040 | $0.00 Strike: $52.27 | $0.00 |
DisclosureSEC source: 0001127602-20-031561 · form4.xml · derivative · entry 7 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,040 shares Expires 2022-05-05 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_date: The stock options will become exercisable in four equal annual installments beginning on May 6, 2016. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 21:34 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 25,000 | $117.72 | $2,943,050.00 |
DisclosureSEC source: 0001127602-20-031561 · form4.xml · nonDerivative · entry 4 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,413 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 21:34 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 25,000 | $46.96 | $1,174,000.00 |
DisclosureSEC source: 0001127602-20-031561 · form4.xml · nonDerivative · entry 3 ZAPICO DAVID A · CIK 0001262305 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,413 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.