Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRIMBLE INC.TRMB · Entity 3390 | Senior VP, AECO | April 15, 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.
TRIMBLE INC.
Report date April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,667.7522 |
Ending reported balance
After 2026-04-16 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2026-04-15 · Grant · Acquired 10,757 · Balance 30,424.7522 F1: Each Performance right (ARR) represented a contingent right to receive a share of common stock based upon Trimble's Combined Attainment Factor of 132.83%. Combined Attainment Factor consists of Annual Recurring Revenue performance of 136.43%, Total Shareholder Return of 102.24% and People & Planet modifier of 3.87% Row 2 · 2026-04-15 · Tax withholding · Disposed 4,582 · Balance 25,842.7522 F2: These shares were retained by the Company in order to meet the tax withholding obligations of the award-holder in connection with the vesting of an installment of the restricted stock award. The amount retained by the Company was not in excess of the amount of the tax liability. Row 3 · 2026-04-15 · Grant · Acquired 3,585 · Balance 29,427.7522 F3: Each Performance right (TSR) represented a contingent right to receive a share of common stock based upon Trimble's Combined Attainment Factor of 132.83%. Combined Attainment Factor consists of Annual Recurring Revenue performance of 136.43%, Total Shareholder Return of 102.24% and People & Planet modifier of 3.87%. Row 4 · 2026-04-15 · Tax withholding · Disposed 1,318 · Balance 28,109.7522 F2: These shares were retained by the Company in order to meet the tax withholding obligations of the award-holder in connection with the vesting of an installment of the restricted stock award. The amount retained by the Company was not in excess of the amount of the tax liability. Row 5 · 2026-04-15 · Exercise / conversion · Acquired 2,700 · Balance 30,809.7522 Row 6 · 2026-04-15 · Tax withholding · Disposed 1,182 · Balance 29,627.7522 Row 7 · 2026-04-15 · Exercise / conversion · Acquired 6,032 · Balance 35,659.7522 Row 8 · 2026-04-15 · Tax withholding · Disposed 2,639 · Balance 33,020.7522 Row 9 · 2026-04-15 · Exercise / conversion · Acquired 5,996 · Balance 39,016.7522 Row 10 · 2026-04-15 · Tax withholding · Disposed 2,624 · Balance 36,392.7522 Row 11 · 2026-04-16 · Sale · Disposed 8,442 · Balance 27,950.7522 F4: The sale was effected by Mr. Schwartz to a rule 10b5-1 sale plan effective November 7, 2025. Row 12 · 2026-04-16 · Sale · Disposed 8,283 · Balance 19,667.7522 F4: The sale was effected by Mr. Schwartz to a rule 10b5-1 sale plan effective November 7, 2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-15 | Direct | 0 |
Reported balance
After 2026-04-15 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-04-15 · Exercise / conversion · Disposed 2,700 · Balance 0 F5: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2023. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-15 | Direct | 6,032 |
Reported balance
After 2026-04-15 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-04-15 · Exercise / conversion · Disposed 6,032 · Balance 6,032 F6: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-04-15 | Direct | 11,992 |
Reported balance
After 2026-04-15 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-04-15 · Exercise / conversion · Disposed 5,996 · Balance 11,992 F7: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Performance right (ARR) represented a contingent right to receive a share of common stock based upon Trimble's Combined Attainment Factor of 132.83%. Combined Attainment Factor consists of Annual Recurring Revenue performance of 136.43%, Total Shareholder Return of 102.24% and People & Planet modifier of 3.87%
F2: These shares were retained by the Company in order to meet the tax withholding obligations of the award-holder in connection with the vesting of an installment of the restricted stock award. The amount retained by the Company was not in excess of the amount of the tax liability.
F3: Each Performance right (TSR) represented a contingent right to receive a share of common stock based upon Trimble's Combined Attainment Factor of 132.83%. Combined Attainment Factor consists of Annual Recurring Revenue performance of 136.43%, Total Shareholder Return of 102.24% and People & Planet modifier of 3.87%.
F4: The sale was effected by Mr. Schwartz to a rule 10b5-1 sale plan effective November 7, 2025.
F5: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2023.
F6: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2024.
F7: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 15, 2024 Filed Apr 17, 2024 18:01 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionRestricted Stock Unit · Derivative | 1,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000864749-24-000112 · wk-form4_1713376878.xml · derivative · entry 6 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,890 Underlying: Common Stock · 1,890 shares Expires 2025-04-15 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: 33.3% of these restricted stock units will vest annually over a 3-year period from vest commencement date of April 15, 2022. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 18:01 UTC | TRIMBLE INC. TRMB · Entity 3390 | SaleCommon Stock | 235 | $61.14 | $14,367.90 |
DisclosureSEC source: 0000864749-24-000112 · wk-form4_1713376878.xml · nonDerivative · entry 5 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,587.2648 F1 · shares: The sale was effected by Mr. Schwartz pursuant to a rule 10b5-1 sale plan effective November 2, 2023. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 18:01 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 992 | $60.54 | $60,055.68 |
DisclosureSEC source: 0000864749-24-000112 · wk-form4_1713376878.xml · nonDerivative · entry 4 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,822.2648 Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 18:01 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionCommon Stock | 2,699 | $60.54 | $163,397.46 |
DisclosureSEC source: 0000864749-24-000112 · wk-form4_1713376878.xml · nonDerivative · entry 3 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,814.2648 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 15, 2024 Filed Apr 17, 2024 18:01 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 695 | $60.54 | $42,075.30 |
DisclosureSEC source: 0000864749-24-000112 · wk-form4_1713376878.xml · nonDerivative · entry 2 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,115.2648 Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 18:01 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionCommon Stock | 1,890 | $60.54 | $114,420.60 |
DisclosureSEC source: 0000864749-24-000112 · wk-form4_1713376878.xml · nonDerivative · entry 1 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,810.2648 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 19, 2024 Filed Mar 21, 2024 21:10 UTC | TRIMBLE INC. TRMB · Entity 3390 | GrantRestricted Stock Unit · Derivative | 18,096 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000864749-24-000066 · wk-form4_1711055432.xml · derivative · entry 2 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,096 Underlying: Common Stock · 18,096 shares Expires 2027-04-15 F2 · derivative.exercise_date: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2024. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 21:10 UTC | TRIMBLE INC. TRMB · Entity 3390 | GrantEmployee Stock Option · Derivative | 18,096 | $0.00 Strike: $63.47 | $0.00 |
DisclosureSEC source: 0000864749-24-000066 · wk-form4_1711055432.xml · derivative · entry 1 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,096 Underlying: Common Stock · 18,096 shares Expires 2034-04-15 F1 · derivative.exercise_date: The option vests in three equal annual installments starting one year from the commencement date of April 15, 2024. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:37 UTC | TRIMBLE INC. TRMB · Entity 3390 | SaleCommon Stock | 235 | $61.88 | $14,541.80 |
DisclosureSEC source: 0000864749-24-000055 · wk-form4_1710884205.xml · nonDerivative · entry 1 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,920.2648 F1 · shares: The sale was effected by Mr. Schwartz pursuant to a rule 10b5-1 sale plan effective November 2, 2023. F2 · balance_after: Includes 227.025 shares acquired on February 29, 2024 under the Amended and Restated Employee Stock Purchase Plan. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 17:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | SaleCommon Stock | 235 | $59.03 | $13,872.05 |
DisclosureSEC source: 0000864749-24-000040 · wk-form4_1708451497.xml · nonDerivative · entry 1 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,928.2397 F1 · shares: The sale was effected by Mr. Schwartz pursuant to a rule 10b5-1 sale plan effective November 2, 2023 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 20:55 UTC | TRIMBLE INC. TRMB · Entity 3390 | SaleCommon Stock | 1,821 | $51.87 | $94,455.27 |
DisclosureSEC source: 0000864749-24-000029 · wk-form4_1707339343.xml · nonDerivative · entry 3 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,163.2397 F3 · shares: The sale was effected by Mr. Schwartz pursuant to a rule 10b5-1 sale plan effective November 2, 2023. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 20:55 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 1,550 | $52.59 | $81,514.50 |
DisclosureSEC source: 0000864749-24-000029 · wk-form4_1707339343.xml · nonDerivative · entry 2 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,984.2397 F2 · shares: These shares were retained by the Company in order to meet the tax withholding obligations of the award-holder in connection with the vesting of the performance restricted stock award. The amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 20:55 UTC | TRIMBLE INC. TRMB · Entity 3390 | GrantCommon Stock | 3,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000864749-24-000029 · wk-form4_1707339343.xml · nonDerivative · entry 1 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,534.2397 F1 · shares: Each Performance right represented a contingent right to receive a share of common stock based upon Trimble's performance. The Compensation Committee certified on February 5, 2024 that the payout for this award would be 184.16% of the target to the reporting person based on the degree to which Trimble performed. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 19:59 UTC | TRIMBLE INC. TRMB · Entity 3390 | SaleCommon Stock | 235 | $50.82 | $11,942.70 |
DisclosureSEC source: 0000864749-24-000006 · wk-form4_1705607975.xml · nonDerivative · entry 1 SCHWARTZ MARK DAVID · CIK 0002006198 · Senior VP, CES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,708.2397 F1 · shares: The sale was effected by Mr. Schwartz pursuant to a rule 10b5-1 sale plan effective November 2, 2023. 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.