Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xylem Inc.XYL · Entity 430 | EVP, Strategy | March 05, 2026 | March 06, 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.
Xylem Inc.
Report date March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,411 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Tax withholding · Disposed 177 · Balance 16,411 F1: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 5, 2025 (177) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 5, 2025 (177) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016).
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 05, 2026 Filed Mar 6, 2026 21:18 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 177 | $126.19 | $22,335.63 |
DisclosureSEC source: 0001524472-26-000053 · form4.xml · nonDerivative · entry 1 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,411 F1 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 5, 2025 (177) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | GrantNon-Qualified Stock Options (Right to Buy) · Derivative | 3,713 | $128.98 Strike: $128.98 | $478,902.74 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · derivative · entry 9 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,713 Underlying: Common Stock · 3,713 shares Expires 2036-03-02 F10 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 371 | $128.98 | $47,851.58 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 8 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,588 F9 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2023 (207) and March 1, 2024 (164) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 295 | $128.98 | $38,049.10 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 7 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,959 F8 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of ESG performance-based stock units granted on March 1, 2021 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24, 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 1,610 | $128.98 | $207,657.80 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 6 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,254 F7 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24 2016). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 5 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,864 F6 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 1, 2027, March 1, 2028 and March 1, 2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 587 | $128.98 | $75,711.26 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 4 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,822 F5 · shares: Reflects the acquisition of 587 shares of common stock upon vesting of performance-based stock units granted on March 1, 2021 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to ESG performance. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 735 | $128.98 | $94,800.30 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 3 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,235 F4 · shares: Reflects the acquisition of 735 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Revenue. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,082 | $128.98 | $139,556.36 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 2 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,500 F3 · shares: Reflects the acquisition of 1,082 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Adjusted EBITDA. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:05 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,311 | $128.98 | $169,092.78 |
DisclosureSEC source: 0001524472-26-000041 · form4.xml · nonDerivative · entry 1 Cho Albert · CIK 0002025025 · EVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,418 F1 · shares: Reflects the acquisition of 1,311 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Total Shareholder Return. F2 · balance_after: Includes additional shares due to dividend reinvestment. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 21:12 UTC | Xylem Inc. XYL · Entity 430 | GrantNon-Qualified Stock Options (Right to buy) · Derivative | 3,721 | $129.67 Strike: $129.67 | $482,502.07 |
DisclosureSEC source: 0001562180-25-002147 · primarydocument.xml · derivative · entry 2 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,721 Underlying: Common Stock · 3,721 shares Expires 2035-03-05 F2 · derivative.exercise_date: Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 5, 2026, March 5, 2027 and March 5, 2028. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 21:12 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 1,060 | $129.67 | $137,450.20 |
DisclosureSEC source: 0001562180-25-002147 · primarydocument.xml · nonDerivative · entry 1 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,970 F1 · shares: Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 5, 2026, March 5, 2027 and March 5, 2028. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 379 | $129.78 | $49,186.62 |
DisclosureSEC source: 0001562180-25-001963 · primarydocument.xml · nonDerivative · entry 5 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,910 F6 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2022 (119), March 1, 2023 (145), and March 1, 2024 (115) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | Tax withholdingCommon Stock | 918 | $129.78 | $119,138.04 |
DisclosureSEC source: 0001562180-25-001963 · primarydocument.xml · nonDerivative · entry 4 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,289 F5 · shares: Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of performance-based stock units granted on March 1, 2022 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24, 2016). Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 882 | $129.78 | $114,465.96 |
DisclosureSEC source: 0001562180-25-001963 · primarydocument.xml · nonDerivative · entry 3 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,207 F4 · shares: Reflects the acquisition of 882 shares of common stock upon vesting of performance-based stock units granted on March 1, 2022 under the Xylem Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Revenue. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 882 | $129.78 | $114,465.96 |
DisclosureSEC source: 0001562180-25-001963 · primarydocument.xml · nonDerivative · entry 2 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,325 F3 · shares: Reflects the acquisition of 882 shares of common stock upon vesting of performance-based stock units granted on March 1, 2022 under the Xylem Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to ROIC. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:13 UTC | Xylem Inc. XYL · Entity 430 | GrantCommon Stock | 737 | $129.78 | $95,647.86 |
DisclosureSEC source: 0001562180-25-001963 · primarydocument.xml · nonDerivative · entry 1 Cho Albert · CIK 0002025025 · SVP, Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,443 F1 · shares: Reflects the acquisition of 737 shares of common stock upon vesting of performance-based stock units granted on March 1, 2022 under the Xylem Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Total Shareholder Return. F2 · balance_after: Includes additional shares due to dividend reinvestment. 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.