Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | EVP & Chief HR Officer | February 23, 2026 | February 25, 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 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 18,473.8009 |
Last balance in matching sequence
After 2026-02-23 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-02-23 · Grant · Acquired 11,027 · Balance 22,217.8009 F1: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2025. The Compensation Committee certified the achievement of the performance goals on February 23, 2026. F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Row 2 · 2026-02-23 · Tax withholding · Disposed 3,744 · Balance 18,473.8009 F3: Shares surrendered to pay taxes applicable to settlement of performance share units. F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 24,047.099 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,047.099 F4: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2025. The Compensation Committee certified the achievement of the performance goals on February 23, 2026.
F2: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c).
F3: Shares surrendered to pay taxes applicable to settlement of performance share units.
F4: 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).
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 23, 2026 Filed Feb 25, 2026 21:33 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 3,744 | $101.66 | $380,615.04 |
DisclosureSEC source: 0000897069-26-000459 · form4.xml · nonDerivative · entry 2 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,473.8009 F3 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:33 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 11,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000459 · form4.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,217.8009 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2025. The Compensation Committee certified the achievement of the performance goals on February 23, 2026. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 22:39 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 383 | $102.67 | $39,322.61 |
DisclosureSEC source: 0000897069-26-000073 · form4.xml · nonDerivative · entry 4 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,179.0528 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. F5 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:39 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 6,643 | $0.00 Strike: $105.47 | $0.00 |
DisclosureSEC source: 0000897069-26-000073 · form4.xml · derivative · entry 5 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,643 Underlying: Common Shares · 6,643 shares Expires 2036-01-02 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 02, 2026 Filed Jan 6, 2026 22:39 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 214 | $105.47 | $22,570.58 |
DisclosureSEC source: 0000897069-26-000073 · form4.xml · nonDerivative · entry 3 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,271.0528 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. F5 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:39 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 296 | $105.47 | $31,219.12 |
DisclosureSEC source: 0000897069-26-000073 · form4.xml · nonDerivative · entry 2 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,857.0528 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. F5 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:39 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000073 · form4.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,980.59 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 include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:23 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 3,014 | $92.62 | $279,156.68 |
DisclosureSEC source: 0000897069-25-000399 · form4.xml · nonDerivative · entry 2 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,225.2617 F3 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:23 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 9,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000399 · form4.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,239.2617 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2024. The Compensation Committee certified the achievement of the performance goals on February 24, 2025. F2 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:14 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 412 | $101.06 | $41,636.72 |
DisclosureSEC source: 0000897069-25-000095 · form4.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424.606 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, 2025 Filed Jan 6, 2025 22:53 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 5,105 | $0.00 Strike: $100.40 | $0.00 |
DisclosureSEC source: 0000897069-25-000055 · form4.xml · derivative · entry 3 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,105 Underlying: Common Shares · 5,105 shares Expires 2035-01-02 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 02, 2025 Filed Jan 6, 2025 22:53 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 293 | $100.40 | $29,417.20 |
DisclosureSEC source: 0000897069-25-000055 · form4.xml · nonDerivative · entry 2 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,560.606 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. F5 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:53 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,868 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000055 · form4.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,431.376 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 include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 01:11 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 453 | $68.28 | $30,930.84 |
DisclosureSEC source: 0000897069-24-000092 · form4.xml · nonDerivative · entry 2 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 912.6222 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. F5 · balance_after: End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c). Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 01:11 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 7,491 | $0.00 Strike: $70.92 | $0.00 |
DisclosureSEC source: 0000897069-24-000092 · form4.xml · derivative · entry 3 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,491 Underlying: Common Shares · 7,491 shares Expires 2034-01-02 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 02, 2024 Filed Jan 5, 2024 01:11 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000092 · form4.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,155.335 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 include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 01:05 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 12,600 | $0.00 Strike: $45.20 | $0.00 |
DisclosureSEC source: 0001567619-23-000392 · doc1.xml · derivative · entry 2 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,600 Underlying: Common Shares · 12,600 shares Expires 2033-01-03 F2 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F3 · 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, 2023 Filed Jan 5, 2023 01:05 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 22,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000392 · doc1.xml · nonDerivative · entry 1 Hooper Tanya L · CIK 0001957552 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,538 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. 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.