Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRIMBLE INC.TRMB · Entity 3390 | Corporate VP, General Counsel | 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 | 10,940.889 |
Ending reported balance
After 2026-04-15 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-04-15 · Grant · Acquired 7,089 · Balance 9,970.889 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 2,950 · Balance 7,020.889 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 2,363 · Balance 9,383.889 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 959 · Balance 8,424.889 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 1,779 · Balance 10,203.889 Row 6 · 2026-04-15 · Tax withholding · Disposed 846 · Balance 9,357.889 Row 7 · 2026-04-15 · Exercise / conversion · Acquired 1,608 · Balance 10,965.889 Row 8 · 2026-04-15 · Tax withholding · Disposed 765 · Balance 10,200.889 Row 9 · 2026-04-15 · Exercise / conversion · Acquired 1,411 · Balance 11,611.889 Row 10 · 2026-04-15 · Tax withholding · Disposed 671 · Balance 10,940.889 |
| 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 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-04-15 · Exercise / conversion · Disposed 1,779 · Balance 0 F4: 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 | 1,609 |
Reported balance
After 2026-04-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-04-15 · Exercise / conversion · Disposed 1,608 · Balance 1,609 F5: 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 | 2,822 |
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 1,411 · Balance 2,822 F6: 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: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2023.
F5: 33.3% of these restricted stock units will vest annually over a 3 year period from vest commencement date of April 15, 2024.
F6: 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 |
|---|---|---|---|---|---|---|
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionRestricted Stock Unit · Derivative | 487 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · derivative · entry 9 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503 Underlying: Common Stock · 487 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. F3 · derivative.exercise_date: 33.3% of these restricted stock units will vest annually over a 3-year period from vest commencement date of May 15, 2021. F4 · derivative.expiration_date: 100% of these restricted stock units will be vested 36 months from the vest commencement date of May 15, 2021. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionRestricted Stock Unit · Derivative | 684 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · derivative · entry 8 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 685 Underlying: Common Stock · 684 shares Expires 2024-05-15 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: 25% of these restricted stock units will vest annually over a 4-year period from vest commencement date of May 15, 2020. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionRestricted Stock Unit · Derivative | 304 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · derivative · entry 7 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 304 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.expiration_date: 100% of these restricted stock units will be vested 48 months from vest commencement date of May 15, 2020. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 201 | $46.74 | $9,394.74 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · nonDerivative · entry 6 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,889.995 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionCommon Stock | 487 | $46.74 | $22,762.38 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · nonDerivative · entry 5 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,090.995 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 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 282 | $46.74 | $13,180.68 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · nonDerivative · entry 4 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,603.995 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionCommon Stock | 684 | $46.74 | $31,970.16 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · nonDerivative · entry 3 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,885.995 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 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 126 | $46.74 | $5,889.24 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · nonDerivative · entry 2 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,201.995 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:51 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionCommon Stock | 304 | $46.74 | $14,208.96 |
DisclosureSEC source: 0000864749-23-000089 · wf-form4_168435667144080.xml · nonDerivative · entry 1 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,327.995 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 17, 2023 Filed Apr 20, 2023 00:04 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionRestricted Stock Unit · Derivative | 1,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000864749-23-000064 · wf-form4_168194908491702.xml · derivative · entry 3 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,926 Underlying: Common Stock · 1,462 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.expiration_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 17, 2023 Filed Apr 20, 2023 00:04 UTC | TRIMBLE INC. TRMB · Entity 3390 | Tax withholdingCommon Stock | 602 | $49.78 | $29,967.56 |
DisclosureSEC source: 0000864749-23-000064 · wf-form4_168194908491702.xml · nonDerivative · entry 2 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,023.995 Read SEC document |
| April 17, 2023 Filed Apr 20, 2023 00:04 UTC | TRIMBLE INC. TRMB · Entity 3390 | Exercise / conversionCommon Stock | 1,462 | $49.78 | $72,778.36 |
DisclosureSEC source: 0000864749-23-000064 · wf-form4_168194908491702.xml · nonDerivative · entry 1 Allison Jennifer · CIK 0001972808 · Corporate VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,625.995 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.