Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | January 20, 2026 | January 21, 2026 |
| WATTS WATER TECHNOLOGIES INCWTS · Entity 44 | President and CEO | March 16, 2026 | March 18, 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.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date January 20, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,156 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 572 · Balance 12,156 F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.
WATTS WATER TECHNOLOGIES INC
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 199,753 |
Ending reported balance
After 2026-03-16 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-16 · Tax withholding · Disposed 2,061 · Balance 205,480 F1: Represents shares disposed to cover taxes upon the vesting of a deferred stock award granted to the Reporting Person on March 14, 2024. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Row 2 · 2026-03-16 · Tax withholding · Disposed 2,151 · Balance 203,329 F2: Represents shares disposed to cover taxes upon the vesting of a deferred stock award granted to the Reporting Person on March 14, 2025. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person. Row 3 · 2026-03-16 · Tax withholding · Disposed 3,576 · Balance 199,753 F3: Represents the number of shares required to be withheld to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs) purchased by the Reporting Person under the Issuer's Management Stock Purchase Plan (MSPP) on March 15, 2023. The Reporting Person previously reported the total number of shares subject to vesting of the RSUs in Table I of a Form 4 filed in connection with the original purchase of the RSUs. The withholding of shares to cover tax withholding obligations is mandated by the terms of the Issuer's MSPP and does not represent a discretionary transaction by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares disposed to cover taxes upon the vesting of a deferred stock award granted to the Reporting Person on March 14, 2024. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person.
F2: Represents shares disposed to cover taxes upon the vesting of a deferred stock award granted to the Reporting Person on March 14, 2025. The disposition of shares to cover tax withholding obligations is required by the terms of the Reporting Person's grant agreement and does not represent a discretionary transaction by the Reporting Person.
F3: Represents the number of shares required to be withheld to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs) purchased by the Reporting Person under the Issuer's Management Stock Purchase Plan (MSPP) on March 15, 2023. The Reporting Person previously reported the total number of shares subject to vesting of the RSUs in Table I of a Form 4 filed in connection with the original purchase of the RSUs. The withholding of shares to cover tax withholding obligations is mandated by the terms of the Issuer's MSPP and does not represent a discretionary transaction by the Reporting Person.
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 11, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 840 | $72.75 | $61,110.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 12 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,585 Read SEC document |
| December 11, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 686 | $73.05 | $50,112.30 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 11 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,425 Read SEC document |
| December 11, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 511 | $73.00 | $37,303.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 10 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,111 Read SEC document |
| December 11, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 100 | $73.10 | $7,310.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 9 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,622 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 2,500 | $73.30 | $183,250.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 8 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,722 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 2,500 | $73.70 | $184,250.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 7 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,222 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 2,438 | $73.55 | $179,314.90 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 6 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,722 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 2,152 | $73.45 | $158,064.40 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 5 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,160 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 1,798 | $73.65 | $132,422.70 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 4 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,312 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 202 | $73.75 | $14,897.50 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 3 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,110 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 162 | $73.50 | $11,907.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 2 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,312 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:14 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | SaleClass A Common Stock | 100 | $73.35 | $7,335.00 |
DisclosureSEC source: 0001225208-17-018521 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,474 Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 19:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000109 · wf-form4_150248090034003.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 857 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:13 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 3,521 | $63.65 | $224,111.65 |
DisclosureSEC source: 0001225208-17-013167 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,574 F1 · kind: Represents the number of shares required to be withheld from the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awarded to the Reporting Person on August 1, 2014. The withholding of shares to cover tax withholding obligations is mandated by the terms of the Reporting Person's restricted stock award under the Issuer's Second Amended and Restated Stock Incentive Plan and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 20:06 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 3,623 | $64.00 | $231,872.00 |
DisclosureSEC source: 0001225208-17-013013 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,095 F1 · kind: Represents the number of shares required to be withheld from the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awarded to the Reporting Person on July 27, 2015. The withholding of shares to cover tax withholding obligations is mandated by the terms of Reporting Person's restricted stock award under the Issuer's Second Amended and Restated 2004 Stock Incentive Plan and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 30, 2017 Filed May 31, 2017 19:18 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 5,764 | $61.75 | $355,927.00 |
DisclosureSEC source: 0001225208-17-010589 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,300 F1 · kind: Represents the number of shares required to be withheld from the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock previously awarded to the Reporting Person. The withholding of shares to cover tax withholding obligations is mandated by the terms of the Reporting Person's restricted stock award under the Issuer's Second Amended and Restated 2004 Stock Incentive Plan and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 20:59 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 3,942 | $60.45 | $238,293.90 |
DisclosureSEC source: 0001225208-17-006723 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,064 F1 · kind: Represents the number of shares required to be withheld from the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awarded to the Reporting Person on March 21, 2016. The withholding of shares to cover tax withholding obligations is mandated by the terms of Reporting Person's restricted stock award under the Issuer's Second Amended and Restated 2004 Stock Incentive Plan and does notrepresent a discretionary trade by the Reporting Person. Read SEC document |
| March 21, 2017 Filed Jul 31, 2017 20:04 UTC Amendment | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 20,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013006 · doc4a.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,424 F1 · kind: This amendment to Form 4 reports the grant on March 21, 2017 of a restricted stock award to the Reporting Person pursuant to the Company's annual equity award program. This transaction was inadvertently omitted from the transactions reported on the Reporting Person's Form 4 originally filed on March 22, 2017. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 21:43 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 10,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003399 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,006 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 19:46 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 7,764 | $65.40 | $507,765.60 |
DisclosureSEC source: 0001225208-17-002754 · doc4.xml · nonDerivative · entry 4 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,023 F4 · shares: Represents shares disposed to cover taxes upon the vesting of performance stock units granted to the Reporting Person on May 27, 2014. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 19:46 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | Tax withholdingClass A Common Stock | 7,076 | $65.40 | $462,770.40 |
DisclosureSEC source: 0001225208-17-002754 · doc4.xml · nonDerivative · entry 3 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,787 F3 · shares: Represents shares disposed to cover taxes upon the vesting of performance stock units granted to the Reporting Person on August 1, 2014. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 19:46 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 12,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002754 · doc4.xml · nonDerivative · entry 2 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,863 F2 · shares: Represents shares issued to the Reporting Person as a result of the vesting of performance stock units granted to the Reporting Person on August 1, 2014. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 19:46 UTC | WATTS WATER TECHNOLOGIES INC WTS · Entity 44 | GrantClass A Common Stock | 13,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002754 · doc4.xml · nonDerivative · entry 1 Pagano Robert J Jr · CIK 0001299653 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,546 F1 · shares: Represents shares issued to the Reporting Person as a result of the vesting of performance stock units granted to the Reporting Person on May 24, 2014. 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.