Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOVER CorpDOV · Entity 3179 | VP & Treasurer | March 13, 2026 | March 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.
DOVER Corp
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,491 |
Ending reported balance
After 2026-03-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-13 · Tax withholding · Disposed 27 · Balance 10,537 F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2023. Row 2 · 2026-03-13 · Tax withholding · Disposed 26 · Balance 10,511 F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 8, 2024. Row 3 · 2026-03-13 · Tax withholding · Disposed 20 · Balance 10,491 F3: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2025. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 941 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 941 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2023.
F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 8, 2024.
F3: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 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 |
|---|---|---|---|---|---|---|
| March 15, 2020 Filed Mar 17, 2020 22:36 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 43 | $87.88 | $3,778.63 |
DisclosureSEC source: 0001438387-20-000002 · edgar.xml · nonDerivative · entry 3 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,758 F3 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 15, 2019. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 22:36 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 48 | $87.88 | $4,218.00 |
DisclosureSEC source: 0001438387-20-000002 · edgar.xml · nonDerivative · entry 2 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,801 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 9, 2018. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 22:36 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 59 | $87.88 | $5,184.63 |
DisclosureSEC source: 0001438387-20-000002 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,849 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2017. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:24 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 2,966 | $0.00 Strike: $119.86 | $0.00 |
DisclosureSEC source: 0001438387-20-000001 · edgar.xml · derivative · entry 5 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,966 Underlying: Common Stock · 2,966 shares Expires 2030-02-14 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:24 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 411 | $119.86 | $49,262.46 |
DisclosureSEC source: 0001438387-20-000001 · edgar.xml · nonDerivative · entry 3 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,908 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:24 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001438387-20-000001 · edgar.xml · nonDerivative · entry 2 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,319 F3 · price: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's internal total shareholder return for the three-year period ended December 31, 2019. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:24 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001438387-20-000001 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2021. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2021. F2 · balance_after: Reflects correction to number of shares covered by prior grant. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:06 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 48 | $90.76 | $4,356.24 |
DisclosureSEC source: 0001438387-19-000002 · edgar.xml · nonDerivative · entry 3 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,901 F3 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 9, 2018. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:06 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 59 | $90.76 | $5,354.55 |
DisclosureSEC source: 0001438387-19-000002 · edgar.xml · nonDerivative · entry 2 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,949 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2017. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:06 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 61 | $90.76 | $5,536.06 |
DisclosureSEC source: 0001438387-19-000002 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,008 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2016. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:51 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 5,263 | $0.00 Strike: $91.20 | $0.00 |
DisclosureSEC source: 0001438387-19-000001 · edgar.xml · derivative · entry 3 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,263 Underlying: Common Stock · 5,263 shares Expires 2029-02-15 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:51 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001438387-19-000001 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2020. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2020. F2 · balance_after: Reflects adjustments to unvested restricted stock unit awards in connection with the separation of Apergy Corporation from the Issuer that was effected on May 9, 2018, to preserve the value of the Issuer securities as contemplated in the Employee Matters Agreement that was entered into by the Issuer and Apergy Corporation on that date. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:09 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 50 | $99.08 | $4,953.75 |
DisclosureSEC source: 0001438387-18-000002 · edgar.xml · nonDerivative · entry 2 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2017. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:09 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 52 | $99.08 | $5,151.90 |
DisclosureSEC source: 0001438387-18-000002 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2016. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:27 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 4,931 | $0.00 Strike: $97.35 | $0.00 |
DisclosureSEC source: 0001438387-18-000001 · edgar.xml · derivative · entry 3 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,931 Underlying: Common Stock · 4,931 shares Expires 2028-02-09 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 22:27 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001438387-18-000001 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2019. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2019. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:37 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 53 | $78.46 | $4,158.12 |
DisclosureSEC source: 0001438387-17-000002 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:03 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 6,054 | $0.00 Strike: $79.28 | $0.00 |
DisclosureSEC source: 0001438387-17-000001 · edgar.xml · derivative · entry 3 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,054 Underlying: Common Stock · 6,054 shares Expires 2027-02-10 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:03 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001438387-17-000001 · edgar.xml · nonDerivative · entry 1 Moran James M · CIK 0001438387 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2018. 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.