Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPX Technologies, Inc.SPXC · Entity 3543 | PRESIDENT, HVAC SEGMENT | March 02, 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 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,314 |
Last balance in matching sequence
After 2026-03-03 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-02 · Grant · Acquired 4,164 · Balance 27,592 F1: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2: Includes unvested restricted stock units. Row 2 · 2026-03-03 · Tax withholding · Disposed 278 · Balance 27,314 F3: 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. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $225.02 · Expires 2036-03-02 | Direct | 3,141 |
Reported balance
After 2026-03-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-02 · Grant · Acquired 3,141 · Balance 3,141 F4: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F5: Vests in three equal installments beginning on March 3, 2027. |
| Employee stock option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $55.22 · Expires 2032-10-01 | Direct | 20,585 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 20,585 F6: Vests in three equal installments beginning on October 1, 2023. |
| 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 2026-03-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,948 F7: 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 | 5,269 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 5,269 F8: 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 | 4,229 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 4,229 F9: Vests in three equal installments beginning on March 3, 2026. |
| Common StockSEC Table I · non-derivative | Indirect401 (k) Plan | 530 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 530 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan.
F2: Includes unvested restricted stock units.
F3: 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.
F4: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan.
F5: Vests in three equal installments beginning on March 3, 2027.
F6: Vests in three equal installments beginning on October 1, 2023.
F7: Vests in three equal installments beginning on March 1, 2024.
F8: Vests in three equal installments beginning on February 28, 2025.
F9: 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 03, 2026 Filed Mar 4, 2026 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 278 | $225.02 | $62,555.56 |
DisclosureSEC source: 0001947936-26-000006 · form4-03042026_040307.xml · nonDerivative · entry 2 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,314 F3 · 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 3,141 | Not disclosed Strike: $225.02 | Not disclosed |
DisclosureSEC source: 0001947936-26-000006 · form4-03042026_040307.xml · derivative · entry 4 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,141 Underlying: Common Stock · 3,141 shares Expires 2036-03-02 F4 · kind: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F4 · price: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F5 · derivative.exercise_date: Vests in three equal installments beginning on March 3, 2027. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 4,164 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001947936-26-000006 · form4-03042026_040307.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,592 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 384 | $226.94 | $87,144.96 |
DisclosureSEC source: 0001947936-26-000004 · form4-03032026_040304.xml · nonDerivative · entry 2 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,428 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 356 | $226.94 | $80,790.64 |
DisclosureSEC source: 0001947936-26-000004 · form4-03032026_040304.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,812 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 2,834 | $237.18 | $672,168.12 |
DisclosureSEC source: 0001947936-26-000002 · form4-02262026_040208.xml · nonDerivative · entry 2 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,168 F3 · 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 2,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001947936-26-000002 · form4-02262026_040208.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, HVAC SEGMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,002 F1 · kind: Grant of shares under the SPX 2019 Stock Compensation Plan for achievement of performance for the 2023-2025 performance period. F1 · price: Grant of shares under the SPX 2019 Stock Compensation Plan for achievement of performance for the 2023-2025 performance period. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,328 | $186.78 | $248,043.84 |
DisclosureSEC source: 0001947936-25-000003 · form4-10032025_041012.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,422 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 386 | $145.65 | $56,220.90 |
DisclosureSEC source: 0001415889-25-006511 · form4-03042025_040301.xml · nonDerivative · entry 2 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,145 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 4,229 | Not disclosed Strike: $138.60 | Not disclosed |
DisclosureSEC source: 0001415889-25-006943 · form4-03052025_040304.xml · derivative · entry 3 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,229 Underlying: Common Stock · 4,229 shares Expires 2035-03-03 F3 · kind: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F3 · price: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F4 · derivative.exercise_date: Vests in three equal installments beginning on March 3, 2026. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 5,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-006943 · form4-03052025_040304.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,750 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 366 | $143.94 | $52,682.04 |
DisclosureSEC source: 0001415889-25-006511 · form4-03042025_040301.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,531 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 1,328 | $159.46 | $211,762.88 |
DisclosureSEC source: 0001415889-24-024607 · form4-10032024_041001.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,897 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:21 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 411 | $117.19 | $48,165.09 |
DisclosureSEC source: 0001415889-24-006616 · form4-03052024_090338.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,225 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:58 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 5,269 | Not disclosed Strike: $116.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-006115 · form4-03012024_090333.xml · derivative · entry 3 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,269 Underlying: Common Stock · 5,269 shares Expires 2034-02-28 F3 · kind: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F3 · price: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F4 · derivative.exercise_date: Vests in three equal installments beginning on February 28, 2025. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:58 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 6,905 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006115 · form4-03012024_090333.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,636 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | Tax withholdingCommon Stock | 892 | $81.40 | $72,608.80 |
DisclosureSEC source: 0001415889-23-013997 · form4-10042023_041002.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,731 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 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:50 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 5,948 | Not disclosed Strike: $71.93 | Not disclosed |
DisclosureSEC source: 0001415889-23-004149 · form4-03032023_040301.xml · derivative · entry 3 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,948 Underlying: Common Stock · 5,948 shares Expires 2033-03-01 F3 · kind: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F3 · price: Grant of stock options pursuant to the SPX 2019 Stock Compensation Plan. F4 · derivative.exercise_date: Vests in three equal installments beginning on March 1, 2024. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:50 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 7,740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-004149 · form4-03032023_040301.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,623 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:53 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantEmployee stock option to purchase common stock · Derivative | 20,585 | $0.00 Strike: $55.22 | $0.00 |
DisclosureSEC source: 0001415889-22-010232 · form4-10042022_011041.xml · derivative · entry 2 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,585 Underlying: Common Stock · 20,585 shares Expires 2032-10-01 F3 · kind: Grant of stock option pursuant to the SPX 2019 Stock Compensation Plan. F4 · derivative.exercise_date: Vests in three equal installments beginning on October 1, 2023. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:53 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 8,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-010232 · form4-10042022_011041.xml · nonDerivative · entry 1 McClenaghan Sean · CIK 0001947936 · PRESIDENT, GLOBAL COOLING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,883 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 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.