Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPX Technologies, Inc.SPXC · Entity 3543 | PRES., DETECTION & MEASUREMENT | March 03, 2026 | March 04, 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.
SPX Technologies, Inc.
Report date March 03, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,206 |
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 196 · Balance 59,206 F1: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX 2019 Stock Compensation Plan. F2: Includes unvested restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirect401 (k) Plan | 4,246 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,246 |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $58.34 · Expires 2031-03-01 | Direct | 8,101 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 8,101 F3: Vests in three equal installments beginning on March 1, 2022. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $71.93 · Expires 2033-03-01 | Direct | 5,948 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,948 F4: Vests in three equal installments beginning on March 1, 2024. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $116.40 · Expires 2034-02-28 | Direct | 4,215 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,215 F5: Vests in three equal installments beginning on February 28, 2025. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $138.60 · Expires 2035-03-03 | Direct | 3,210 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,210 F6: Vests in three equal installments beginning on March 3, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX 2019 Stock Compensation Plan.
F2: Includes unvested restricted stock units.
F3: Vests in three equal installments beginning on March 1, 2022.
F4: Vests in three equal installments beginning on March 1, 2024.
F5: Vests in three equal installments beginning on February 28, 2025.
F6: Vests in three equal installments beginning on March 3, 2026.
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 01, 2019 Filed Mar 5, 2019 21:19 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 601 | $36.36 | $21,852.36 |
DisclosureSEC source: 0001179110-19-003239 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,550 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:17 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | SaleCommon Stock | 10,435 | $36.89 | $384,947.15 |
DisclosureSEC source: 0001179110-19-002591 · edgar.xml · nonDerivative · entry 3 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,151 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.80 to $37.06, inclusive. The reporting person undertakes to provide to SPX Corporation, any security holder of SPX Corporation, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F4 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:17 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 6,891 | $36.51 | $251,590.41 |
DisclosureSEC source: 0001179110-19-002591 · edgar.xml · nonDerivative · entry 2 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,586 F2 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F4 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:17 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 5,296 | $36.51 | $193,356.96 |
DisclosureSEC source: 0001179110-19-002591 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,477 F1 · kind: Grant of shares under the SPX Corporation 2002 Stock Compensation Plan for achievement of performance for the 2016-2018 performance period. F4 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:19 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 13,556 | Not disclosed Strike: $36.51 | Not disclosed |
DisclosureSEC source: 0001179110-19-002488 · edgar.xml · derivative · entry 7 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,556 Underlying: Common Stock · 13,556 shares Expires 2029-02-21 F7 · kind: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F7 · price: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F8 · derivative.exercise_date: Vests in three equal installments beginning on February 21, 2020. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:19 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 14,808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-002488 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,181 F1 · kind: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:17 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 14,220 | $29.75 | $423,045.00 |
DisclosureSEC source: 0001179110-18-012250 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,373 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:27 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,035 | $30.81 | $31,888.35 |
DisclosureSEC source: 0001179110-18-003628 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,593 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:35 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 448 | $31.23 | $13,991.04 |
DisclosureSEC source: 0001179110-18-003436 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,628 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock units previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:30 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 12,361 | Not disclosed Strike: $32.69 | Not disclosed |
DisclosureSEC source: 0001179110-18-002864 · edgar.xml · derivative · entry 6 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,361 Underlying: Common Stock · 12,361 shares Expires 2028-02-22 F6 · kind: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F6 · price: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:30 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 8,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-002864 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,076 F1 · kind: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:12 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,891 | $31.39 | $59,358.49 |
DisclosureSEC source: 0001179110-18-000489 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,438 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:36 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,098 | $27.40 | $30,085.20 |
DisclosureSEC source: 0001179110-17-003884 · edgar.xml · nonDerivative · entry 2 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,329 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:36 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 13,214 | Not disclosed Strike: $27.40 | Not disclosed |
DisclosureSEC source: 0001179110-17-003884 · edgar.xml · derivative · entry 6 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,214 Underlying: Common Stock · 13,214 shares Expires 2027-03-01 F6 · kind: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F6 · price: Grant of stock option pursuant to the SPX Corporation 2002 Stock Compensation Plan. F7 · derivative.exercise_date: Vests in three equal installments beginning on March 1, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:36 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 9,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003884 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,427 F1 · kind: Grant of restricted stock under the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:02 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,201 | $23.72 | $28,487.72 |
DisclosureSEC source: 0001179110-17-000787 · edgar.xml · nonDerivative · entry 2 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,251 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:02 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Disposition to issuerCommon Stock | 3,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000787 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,452 F1 · kind: Forfeiture of restricted stock under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:22 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 2,495 | $23.72 | $59,181.40 |
DisclosureSEC source: 0001179110-17-000535 · edgar.xml · nonDerivative · entry 1 Swann John William III · CIK 0001653288 · Pres.-Weil McClain,MEP & Radio 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,348 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of restricted stock previously granted under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. 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.