Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | Executive Vice President, CFO | March 03, 2026 | March 05, 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.
PENTAIR plc
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 973.929 |
Reported balance
After 2026-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-03 · Tax withholding · Disposed 159 · Balance 973.929 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 7,360.242 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,360.242 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
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 03, 2026 Filed Mar 5, 2026 21:28 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 159 | $97.57 | $15,513.63 |
DisclosureSEC source: 0000897069-26-000592 · form4.xml · nonDerivative · entry 1 Brazis Nicholas J. · CIK 0002113300 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973.929 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:59 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 8,926 | $0.00 Strike: $98.12 | $0.00 |
DisclosureSEC source: 0000897069-26-000546 · form4.xml · derivative · entry 3 Brazis Nicholas J. · CIK 0002113300 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,926 Underlying: Common Shares · 8,926 shares Expires 2036-03-02 F4 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F5 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:59 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,185 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000546 · form4.xml · nonDerivative · entry 2 Brazis Nicholas J. · CIK 0002113300 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,796.242 F3 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2020 Share and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:59 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 119 | $98.12 | $11,676.28 |
DisclosureSEC source: 0000897069-26-000546 · form4.xml · nonDerivative · entry 1 Brazis Nicholas J. · CIK 0002113300 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 696.929 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. 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.