Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Sr VP, Sec & Chief Legal Off | March 24, 2026 | March 26, 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.
POOL CORP
Report date March 24, 2026 · Filed March 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,969 |
Reported balance
After 2026-03-24 transaction · row 1
1 source rowRow 1 · 2026-03-24 · Sale · Disposed 508 · Balance 13,969 |
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 |
|---|---|---|---|---|---|---|
| February 27, 2018 Filed Mar 1, 2018 00:26 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 472 | $140.56 | $66,344.32 |
DisclosureSEC source: 0000945841-18-000028 · edgardoc.xml · nonDerivative · entry 2 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,130.375 Read SEC document |
| February 26, 2018 Filed Mar 1, 2018 00:26 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 266 | $142.53 | $37,912.98 |
DisclosureSEC source: 0000945841-18-000028 · edgardoc.xml · nonDerivative · entry 1 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,602.375 Read SEC document |
| May 05, 2017 Filed May 8, 2017 21:55 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 3,235 | $122.00 | $394,670.00 |
DisclosureSEC source: 0000945841-17-000099 · edgardoc.xml · nonDerivative · entry 1 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,610.375 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 05, 2017 Filed Aug 1, 2017 23:56 UTC Amendment | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 3,235 | $122.00 | $394,670.00 |
DisclosureSEC source: 0000945841-17-000118 · edgardoc.xml · nonDerivative · entry 1 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,610.375 F1 · kind: The wrong transaction code was included on the reporting person's original Form 4. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:30 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000051 · edgardoc.xml · nonDerivative · entry 1 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,845.375 F1 · security: Represents shares of performance-based restricted stock that may be earned, depending on the Company?s attainment of an average three-year return on invested capital performance goal for the three-year period ending December 31, 2017, 2018 or 2019. If the performance goal is not met as of the end of the performance period ending December 31, 2019, the period will be extended by one year up until December 31, 2023, then all shares will be immediately forfeited and canceled. If the performance goal is met, 50% of the shares shall vest on March 1st of the year following the end of the performance period during which the performance goal was met and 50% on the 5th anniversary of the date of grant. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:17 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 260 | $114.71 | $29,824.60 |
DisclosureSEC source: 0000945841-17-000038 · edgardoc.xml · nonDerivative · entry 2 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,645.375 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 23:17 UTC | POOL CORP POOL · Entity 3738 | Tax withholdingCommon Stock | 520 | $117.15 | $60,918.00 |
DisclosureSEC source: 0000945841-17-000038 · edgardoc.xml · nonDerivative · entry 1 NEIL JENNIFER M · CIK 0001318766 · GENERAL COUNSEL/SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,905.375 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.