Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Knowles CorpKN · Entity 4245 | VP, Controller | March 07, 2018 | March 09, 2018 |
| MIDDLEBY CorpMIDD · Entity 3889 | Chief Financial Officer | March 13, 2026 | March 16, 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.
Knowles Corp
Report date March 07, 2018 · Filed March 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,381 |
Reported balance
After 2018-03-07 transaction · row 1
1 source rowRow 1 · 2018-03-07 · Tax withholding · Disposed 799 · Balance 34,381 F1: These shares represent the payment of the tax liability by withholding securities incident to the vesting of an annual restricted stock grant issued on March 7, 2014 in accordance with Rule 16b-3. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 10 |
Reported balance
Holding disclosure · report date 2018-03-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent the payment of the tax liability by withholding securities incident to the vesting of an annual restricted stock grant issued on March 7, 2014 in accordance with Rule 16b-3.
MIDDLEBY Corp
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,440 |
Ending reported balance
After 2026-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-13 · Grant · Acquired 3,012 · Balance 45,775 F1: Represents shares acquired upon vesting of performance-based PSUs that were awarded on August 9, 2023. Row 2 · 2026-03-13 · Tax withholding · Disposed 1,335 · Balance 44,440 F2: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon vesting of performance-based PSUs that were awarded on August 9, 2023.
F2: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based PSUs.
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 16, 2017 Filed Feb 21, 2017 21:08 UTC | Knowles Corp KN · Entity 4245 | GrantCommon Stock | 6,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007372 · form4.xml · nonDerivative · entry 1 Mittelman Bryan E. · CIK 0001598320 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,681 F1 · shares: Restricted stock granted under the Knowles Corporation 2016 Equity and Cash Incentive Plan that vests ratably over three years commencing on the first anniversary of the award. 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.