Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | EVP & Chief Technology Officer | February 25, 2026 | February 27, 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 February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 29,096 |
Ending reported balance
After 2026-02-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-25 · Exercise / conversion · Acquired 6,493 · Balance 35,589 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes on August 4, 2025. Row 2 · 2026-02-25 · Sale · Disposed 6,493 · Balance 29,096 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes on August 4, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.75 · Expires 2026-03-01 | Direct | 0 |
Reported balance
After 2026-02-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-25 · Exercise / conversion · Disposed 6,493 · Balance 0 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes on August 4, 2025. F2: This option is presently exercisable in full. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes on August 4, 2025.
F2: This option is presently exercisable in full.
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 |
|---|---|---|---|---|---|---|
| August 22, 2022 Filed Aug 24, 2022 20:37 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 2,531 | $47.90 | $121,223.76 |
DisclosureSEC source: 0001567619-22-016635 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,339 Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 20:37 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 2,531 | $33.72 | $85,345.32 |
DisclosureSEC source: 0001567619-22-016635 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,870 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. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 23:26 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 3,078 | $56.37 | $173,506.86 |
DisclosureSEC source: 0001567619-22-005415 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,339 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 23:26 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 7,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005415 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,417 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2021. The Compensation Committee certified the achievement of the performance goals on February 21, 2022. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:36 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 26 | $71.86 | $1,868.36 |
DisclosureSEC source: 0001567619-22-000786 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,577 F1 · kind: Shares withheld 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 |
| January 03, 2022 Filed Jan 4, 2022 23:15 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 6,790 | $0.00 Strike: $70.99 | $0.00 |
DisclosureSEC source: 0001567619-22-000371 · doc1.xml · derivative · entry 5 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,790 Underlying: Common Shares · 6,790 shares Expires 2032-01-03 F6 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:15 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000371 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,111.888 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. F4 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| January 02, 2022 Filed Jan 4, 2022 23:15 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 3,012 | $70.99 | $213,821.88 |
DisclosureSEC source: 0001567619-22-000371 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,522 F1 · kind: Shares withheld 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 |
| May 03, 2021 Filed May 5, 2021 21:08 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 315 | $65.35 | $20,585.25 |
DisclosureSEC source: 0001567619-21-009133 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,082 F1 · kind: Shares withheld 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 |
| February 16, 2021 Filed Feb 17, 2021 21:28 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 1,288 | $54.82 | $70,608.16 |
DisclosureSEC source: 0001567619-21-004253 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,418 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:28 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 3,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004253 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,706 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2020. The Compensation Committee certified the achievement of the performance goals on February 15, 2021. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:25 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 10,029 | $0.00 Strike: $51.53 | $0.00 |
DisclosureSEC source: 0001567619-21-000653 · doc1.xml · derivative · entry 5 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,029 Underlying: Common Shares · 10,029 shares Expires 2031-01-04 F6 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:25 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 290 | $51.53 | $14,943.70 |
DisclosureSEC source: 0001567619-21-000653 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,161 F3 · kind: Shares withheld 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 |
| January 04, 2021 Filed Jan 6, 2021 22:25 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000653 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,509 F1 · 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 |
| May 04, 2020 Filed May 6, 2020 21:17 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 317 | $34.48 | $10,930.16 |
DisclosureSEC source: 0001567619-20-009156 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,548 F1 · kind: Shares withheld 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, 2020 Filed Mar 4, 2020 21:24 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 125 | $41.08 | $5,135.00 |
DisclosureSEC source: 0001567619-20-005602 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,886 F1 · kind: Shares withheld 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 |
| January 02, 2020 Filed Jan 6, 2020 22:45 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 11,307 | $0.00 Strike: $46.42 | $0.00 |
DisclosureSEC source: 0001567619-20-000639 · doc1.xml · derivative · entry 5 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,307 Underlying: Common Shares · 11,307 shares Expires 2030-01-02 F6 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:45 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 426 | $46.42 | $19,774.92 |
DisclosureSEC source: 0001567619-20-000639 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,621 F4 · 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 |
| January 02, 2020 Filed Jan 6, 2020 22:45 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000639 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,197.562 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock 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. F3 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| May 02, 2019 Filed May 6, 2019 21:29 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 313 | $38.99 | $12,203.87 |
DisclosureSEC source: 0001567619-19-009904 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,720 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 01, 2019 Filed Mar 5, 2019 21:37 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 239 | $42.68 | $10,200.52 |
DisclosureSEC source: 0001567619-19-006157 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,055 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 |
| January 02, 2019 Filed Jan 4, 2019 22:07 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 12,401 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001567619-19-000592 · doc1.xml · derivative · entry 4 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,401 Underlying: Common Shares · 12,401 shares Expires 2029-01-02 F5 · kind: Employee stock option granted under the Pentair Ltd. 2012 Stock and Incentive Plan. F6 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second, and third anniversary of the grant. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:07 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 508 | $37.77 | $19,187.16 |
DisclosureSEC source: 0001567619-19-000592 · doc1.xml · nonDerivative · entry 2 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,452 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:07 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000592 · doc1.xml · nonDerivative · entry 1 Rolchigo Philip M. · CIK 0001742223 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,740.239 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair Ltd. 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one?common share of Pentair Ltd. upon vesting. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. F2 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transaction not required to be reported pursuant to Section 16(a). 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.