Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WATERS CORP /DE/WAT · Entity 3080 | Director | February 25, 2026 | February 28, 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.
WATERS CORP /DE/
Report date February 25, 2026 · Filed February 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,276.3 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 23 · Balance 3,276.3 F1: Represents shares of common stock subject to restrictions that lapse with respect to 100% of the shares on February 9, 2027. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $319.44 · Expires 2036-02-25 | Direct | 57 |
Reported balance
After 2026-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 57 · Balance 57 F2: All of the shares of common stock underlying this stock option will vest and become exercisable on February 9, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock subject to restrictions that lapse with respect to 100% of the shares on February 9, 2027.
F2: All of the shares of common stock underlying this stock option will vest and become exercisable on February 9, 2027.
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 25, 2026 Filed Feb 28, 2026 00:19 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 57 | $0.00 Strike: $319.44 | $0.00 |
DisclosureSEC source: 0001000697-26-000079 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57 Underlying: Common Stock · 57 shares Expires 2036-02-25 F2 · shares: All of the shares of common stock underlying this stock option will vest and become exercisable on February 9, 2027. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 00:19 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001000697-26-000079 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,276.3 F1 · shares: Represents shares of common stock subject to restrictions that lapse with respect to 100% of the shares on February 9, 2027. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:48 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 828 | $0.00 Strike: $381.96 | $0.00 |
DisclosureSEC source: 0001000697-26-000027 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 828 Underlying: Common Stock · 828 shares Expires 2036-01-02 F2 · shares: All of the shares of common stock underlying this stock option will vest and become exercisable on January 2, 2027. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:48 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0001000697-26-000027 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,253.3 F1 · shares: Represents shares of common stock subject to restrictions that lapse with respect to 100% of the shares on January 2, 2027. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 18:23 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 818 | $0.00 Strike: $368.26 | $0.00 |
DisclosureSEC source: 0001127602-25-000647 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 818 shares Expires 2035-01-02 F2 · shares: Options vest in full on January 2, 2026. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 18:23 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 319 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000647 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,946.3 F1 · shares: Represents shares of restricted stock which will vest in full on January 2, 2026. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 14:47 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 83.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000143 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,627.3 F1 · price: THE REPORTED SECURITIES ARE COMMON STOCK UNITS WHICH ARE CONVERTIBLE INTO SHARES OF COMMON STOCK ON A ONE-TO-ONE RATIO. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 15:35 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 75.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024820 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,543.92 F1 · price: THE REPORTED SECURITIES ARE COMMON STOCK UNITS WHICH ARE CONVERTIBLE INTO SHARES OF COMMON STOCK ON A ONE-TO-ONE RATIO. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 15:20 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 76.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019667 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,468.67 F1 · price: THE REPORTED SECURITIES ARE COMMON STOCK UNITS WHICH ARE CONVERTIBLE INTO SHARES OF COMMON STOCK ON A ONE-TO-ONE RATIO. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 16:10 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 74.53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011504 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74.53 Underlying: Common Stock · 74.53 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO. F1 · price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO. F2 · price: UPON RESIGNATION AS DIRECTOR. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 16:16 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 847 | $0.00 Strike: $328.62 | $0.00 |
DisclosureSEC source: 0001127602-24-000229 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 847 Underlying: Common Stock · 847 shares Expires 2034-01-03 F2 · shares: Options fully vest on January 3, 2025 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 16:16 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000229 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,392 F1 · shares: Grants of shares of common stock subject to restrictions that lapse January 3, 2025 Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 15:19 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 99.57 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000211 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99.57 Underlying: Common Stock · 99.57 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 19:08 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 82.64 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019928 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82.64 Underlying: Common Stock · 82.64 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.exercise_date: UPON RESIGNATION AS DIRECTOR. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 15:55 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 85.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012473 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85.02 Underlying: Common Stock · 85.02 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.exercise_date: UPON RESIGNATION AS DIRECTOR. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 14:53 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 827 | $0.00 Strike: $345.59 | $0.00 |
DisclosureSEC source: 0001127602-23-000747 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827 Underlying: Common Stock · 827 shares Expires 2033-01-03 F2 · shares: Options fully vest on January 3, 2024 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 14:53 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000747 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,058 F1 · shares: Grant of shares of common stock subject to restrictions that lapse January 3, 2024 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 13:47 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 77.45 | $0.00 Strike: $316.35 | $0.00 |
DisclosureSEC source: 0001127602-23-000240 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77.45 Underlying: Common Stock · 77.45 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 13:21 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 72.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023340 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72.06 Underlying: Common Stock · 72.06 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 16:03 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 86.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018620 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86.64 Underlying: Common Stock · 86.64 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 16:46 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 84.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011010 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84.52 Underlying: Common Stock · 84.52 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:06 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 983 | $0.00 Strike: $364.59 | $0.00 |
DisclosureSEC source: 0001127602-22-000764 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 Underlying: Common Stock · 983 shares Expires 2032-01-03 F2 · shares: Options fully vest on January 3, 2023. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:06 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000764 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740 F1 · shares: Grant of shares of common stock subject to restrictions that lapse January 3, 2023. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 20:57 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 63.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000396 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63.61 Underlying: Common Stock · 63.61 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 13:58 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 49.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026377 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49.14 Underlying: Common Stock · 49.14 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:08 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 65.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021136 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65.56 Underlying: Common Stock · 65.56 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 13:13 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantPhantom Stock Units · Derivative | 70.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012648 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70.5 Underlying: Common Stock · 70.5 shares Expires not disclosed F1 · derivative.exercise_price: COMMON STOCK UNITS ARE CONVERTIBLE INTO COMMON STOCK SHARES ON A ONE TO ONE RATIO. F2 · derivative.expiration_date: UPON RESIGNATION AS DIRECTOR. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:00 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantStock Option (Right to Buy) · Derivative | 1,352 | $0.00 Strike: $250.15 | $0.00 |
DisclosureSEC source: 0001127602-21-000953 · form4.xml · derivative · entry 2 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,352 Underlying: Common Stock · 1,352 shares Expires 2031-01-04 F2 · shares: Options fully vest on January 4, 2022. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:00 UTC | WATERS CORP /DE/ WAT · Entity 3080 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000953 · form4.xml · nonDerivative · entry 1 Huang Pearl S · CIK 0001837486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439 F1 · shares: Grant of shares of common stock subject to restrictions that lapse January 4, 2022 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.