Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Air Products & Chemicals, Inc.APD · Entity 2983 | VP, Controller and PAO | January 03, 2022 | January 24, 2022 |
| MOSAIC COMOS · Entity 3647 | Principal Accounting Officer | March 09, 2026 | March 11, 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.
Air Products & Chemicals, Inc.
Report date January 03, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,794 |
Reported balance
After 2022-01-03 transaction · row 1
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 846 · Balance 14,794 F1: Not applicable to this security |
| Common StockSEC Table I · non-derivative | IndirectBy RSP | 1,016.219 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,016.219 |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable to this security
MOSAIC CO
Report date March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,461 |
Ending reported balance
After 2026-03-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-09 · Exercise / conversion · Acquired 4,437 · Balance 13,737 Row 2 · 2026-03-09 · Exercise / conversion · Acquired 1,108 · Balance 14,845 F1: Shares Issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 9, 2023. The performance unit award was not a derivative security. Row 3 · 2026-03-09 · Tax withholding · Disposed 2,384 · Balance 12,461 F2: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-09 · Exercise / conversion · Disposed 4,437 · Balance 0 F3: One-for-One F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,074 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 8,074 F3: One-for-One F5: The Restricted Stock Unit will vest a cumulative vesting percentage equal to 33% on March 4, 2027, 66% on March 4, 2028 and 100% on March 4, 2029. F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,540 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,540 F3: One-for-One F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,199 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,199 F3: One-for-One F4: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,560 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 11,560 F3: One-for-One F4: Not Applicable |
Filing footnotes · ownership attribution and instrument terms
F1: Shares Issued to reporting person upon the vesting of a performance unit award granted to reporting person on March 9, 2023. The performance unit award was not a derivative security.
F2: Shares sold to cover tax liability incurred as a result of most recent vesting of restricted stock and performance units.
F3: One-for-One
F4: Not Applicable
F5: The Restricted Stock Unit will vest a cumulative vesting percentage equal to 33% on March 4, 2027, 66% on March 4, 2028 and 100% on March 4, 2029.
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 |
|---|---|---|---|---|---|---|
| October 01, 2018 Filed Oct 2, 2018 19:14 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Exercise / conversionCommon Stock | 6,563 | $62.47 | $409,990.61 |
DisclosureSEC source: 0001225208-18-014054 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,341 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 |
| December 05, 2017 Filed Oct 9, 2018 17:09 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 100 | $163.16 | $16,316.00 |
DisclosureSEC source: 0001225208-18-014490 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,678 Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 20:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 172 | $162.21 | $27,900.12 |
DisclosureSEC source: 0001225208-17-018060 · doc4.xml · nonDerivative · entry 4 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,778 Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 20:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018060 · doc4.xml · nonDerivative · entry 3 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,950 F1 · price: Not applicable to this security Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 20:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018060 · doc4.xml · nonDerivative · entry 2 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,410 F1 · price: Not applicable to this security Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 20:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 1,547 | $161.64 | $250,057.08 |
DisclosureSEC source: 0001225208-17-018060 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,854 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 17:02 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,356 | $0.00 Strike: $92.30 | $0.00 |
DisclosureSEC source: 0001225208-17-015505 · doc4.xml · derivative · entry 4 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,356 shares Expires 2017-10-01 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 · security: Employee Stock Options granted under the issuer's Long-Term Incentive Plan. F3 · price: Not applicable to this security F2 · derivative.exercise_date: These options become exercisable in one-third increments on the first three anniversaries of grant. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 17:02 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 1,731 | $151.22 | $261,761.82 |
DisclosureSEC source: 0001225208-17-015505 · doc4.xml · nonDerivative · entry 2 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,307 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 17:02 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Exercise / conversionCommon Stock | 2,356 | $92.30 | $217,458.80 |
DisclosureSEC source: 0001225208-17-015505 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · VP, Controller and PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,038 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 |
| December 05, 2016 Filed Dec 5, 2016 16:44 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | OtherCommon Stock | 42.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042650 · doc4.xml · nonDerivative · entry 2 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By RSP Disclosed balance after: 685.34 F2 · date: Transactions not required to be reported since last filing. F1 · price: Not applicable to this security F3 · ownership.nature: Shares represented by units of interest in the Company Stock Fund held under the issuer's Retirement Savings Plan. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 19:45 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 102 | $146.81 | $14,974.62 |
DisclosureSEC source: 0001225208-16-042772 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,682 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 16:44 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantCommon Stock | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042650 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,784 F1 · price: Not applicable to this security Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 20:06 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantDeferred Stock Units · Derivative | 378.791 | $137.22 Strike: $0.00 | $51,977.70 |
DisclosureSEC source: 0001225208-16-041437 · doc4.xml · derivative · entry 1 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323.45 Underlying: Common Stock · 378.791 shares Expires 1988-08-08 F1 · security: Deferred Stock Units (Units) acquired under the Air Products and Chemicals, Inc. Deferred Compensation Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: The Units are generally payable in the form of shares of Common Stock equal in number to the Units, after the reporting person's term of employment ends, in a lump sum or up to 10 installments as elected by the reporting person in advance. F3 · derivative.expiration_date: The Units are generally payable in the form of shares of Common Stock equal in number to the Units, after the reporting person's term of employment ends, in a lump sum or up to 10 installments as elected by the reporting person in advance. Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 14:51 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,142 | Not disclosed Strike: $62.78 | Not disclosed |
DisclosureSEC source: 0001225208-16-040501 · doc4.xml · derivative · entry 4 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,142 shares Expires 2016-10-14 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 · security: Employee Stock Options granted under the issuer's Long-Term Incentive Plan. F3 · price: Not applicable to this security F2 · derivative.exercise_date: These options become exercisable in one-third increments on the first three anniversaries of grant. Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 14:51 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Tax withholdingCommon Stock | 1,373 | $132.65 | $182,128.45 |
DisclosureSEC source: 0001225208-16-040501 · doc4.xml · nonDerivative · entry 2 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 14:51 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | Exercise / conversionCommon Stock | 2,142 | $62.78 | $134,474.76 |
DisclosureSEC source: 0001225208-16-040501 · doc4.xml · nonDerivative · entry 1 Flugel Russell A · CIK 0001643125 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,517 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.