Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ingersoll Rand Inc.IR · Entity 3152 | Director | February 26, 2026 | March 02, 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.
Ingersoll Rand Inc.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,427 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Exercise / conversion · Acquired 2,429 · Balance 5,427 F1: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-26 · Exercise / conversion · Disposed 2,429 · Balance 0 F1: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARNES GROUP INC
Report date January 27, 2025 · Filed January 27, 2025
Section 16 reporting ended · disclosed 2025-01-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-01-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-01-27 · Disposition to issuer · Disposed 22,294 · Balance 3,968 F1: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Row 2 · 2025-01-27 · Disposition to issuer · Disposed 3,968 · Balance 0 F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration").
F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share.
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 |
|---|---|---|---|---|---|---|
| February 26, 2026 Filed Mar 2, 2026 19:54 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 2,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-007389 · form4.xml · derivative · entry 2 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,429 shares Expires not disclosed 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 · derivative.exercise_price: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:54 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 2,429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-007389 · form4.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,427 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 · price: Represents restricted stock units originally granted on February 26, 2025, which vested on February 26, 2026 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:15 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 2,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-006850 · form4.xml · derivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,341 Underlying: Common Stock · 2,341 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on February 23, 2027 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on February 23, 2027 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on February 23, 2027 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 19:15 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-006598 · form4.xml · derivative · entry 3 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,240 shares Expires not disclosed 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 · derivative.exercise_price: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 19:15 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 2,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-006598 · form4.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,998 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 · price: Represents restricted stock units originally granted on February 27, 2024, which vested on February 27, 2025 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 19:15 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 2,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-006598 · form4.xml · derivative · entry 2 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,429 Underlying: Common Stock · 2,429 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F2 · derivative.exercise_date: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F2 · derivative.expiration_date: These restricted stock units vest on February 26, 2026 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 13:06 UTC | BARNES GROUP INC B · Entity 83822 | Disposition to issuerCommon Stock | 3,968 | $47.50 | $188,480.00 |
DisclosureSEC source: 0000009984-25-000023 · wk-form4_1738001212.xml · nonDerivative · entry 2 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. F2 · price: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 13:06 UTC | BARNES GROUP INC B · Entity 83822 | Disposition to issuerCommon Stock | 22,294 | $47.50 | $1,058,965.00 |
DisclosureSEC source: 0000009984-25-000023 · wk-form4_1738001212.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 F1 · shares: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). F1 · price: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Read SEC document |
| November 07, 2024 Filed Nov 7, 2024 18:21 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionRestricted Stock Units · Derivative | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-045713 · form4.xml · derivative · entry 2 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 700 shares Expires not disclosed 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 · derivative.exercise_price: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| November 07, 2024 Filed Nov 7, 2024 18:21 UTC | Ingersoll Rand Inc. IR · Entity 3152 | Exercise / conversionCommon Stock | 700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-24-045713 · form4.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 758 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 · price: Represents restricted stock units originally granted on November 7, 2023, which vested on November 7, 2024 and upon vesting, were to be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| May 03, 2024 Filed May 6, 2024 14:36 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 3,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000079 · wk-form4_1715020559.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,262 F1 · kind: Reporting Person has received 3,968 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes a balance of 973 Restricted Stock Units granted 5/19/2023, which are subject to forfeiture if certain events occur and payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 19:38 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-010526 · form4.xml · derivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,240 Underlying: Common Stock · 2,240 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 17:24 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,033 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000037 · wk-form4_1707863021.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,294 F1 · kind: Reporting Person has received 1,033 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes balances of 973 Restricted Stock Units ("RSUs") granted 5/19/2023, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| November 07, 2023 Filed Nov 9, 2023 20:03 UTC | Ingersoll Rand Inc. IR · Entity 3152 | GrantRestricted Stock Units · Derivative | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-052623 · form4.xml · derivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700 Underlying: Common Stock · 700 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units vest on November 7, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.exercise_date: These restricted stock units vest on November 7, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. F1 · derivative.expiration_date: These restricted stock units vest on November 7, 2024 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. Read SEC document |
| May 19, 2023 Filed May 23, 2023 15:16 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-23-000122 · wf-form4_168486940462810.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,261 F1 · kind: Reporting Person has received 973 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes a balance of 1,769 Restricted Stock Units granted 2/10/2023, which are subject to forfeiture if certain events occur and payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:49 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-23-000047 · wf-form4_167641133530194.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,288 F1 · kind: Reporting Person has received 2,359 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 15:45 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-22-000035 · wf-form4_164495791448208.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,929 F1 · kind: Reporting Person has received 2,314 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 09:59 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-21-000053 · wf-form4_161348757445173.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,615 F1 · kind: Reporting Person has received 2,004 Restricted Stock Units that are subject to forfeiture if certain events occur and payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 14:26 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,589 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-20-000014 · edgar.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,611 F1 · kind: Reporting Person has received 1589 Restricted Stock Units that are subject to forfeiture if certain events occur. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 14:25 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-19-000022 · edgar.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,022 F1 · kind: Reporting Person has received 1729 Restricted Stock Units that are subject to forfeiture if certain events occur. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 16:37 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-18-000012 · edgar.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,293 F1 · kind: Reporting Person has received 1,771 Restricted Stock Units that are subject to forfeiture if certain events occur. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:06 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-17-000011 · edgar.xml · nonDerivative · entry 1 Sohovich JoAnna · CIK 0001604281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,522 F1 · kind: Reporting Person has received 2043 Restricted Stock Units that are subject to forfeiture if certain events occur. F2 · balance_after: Includes 1291 Restricted Stock Units granted 5/20/2014 that are subject to forfeiture if certain events occur. 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.