Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Snap-on IncSNA · Entity 3268 | Sr VP & President - RS&I Group | February 12, 2026 | February 17, 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.
Snap-on Inc
Report date February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,790.1242 |
Ending reported balance
After 2026-02-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-12 · Exercise / conversion · Acquired 2,524 · Balance 61,904.1242 F1: Based on Company performance during the 2023-2025 period, 69.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Row 2 · 2026-02-12 · Tax withholding · Disposed 1,114 · Balance 60,790.1242 F2: Shares were withheld to cover tax withholding upon the vesting of performance units. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 2,524 |
Reported balance
After 2026-02-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-12 · Disposition to issuer · Disposed 1,097 · Balance 2,524 F3: 1 for 1. F1: Based on Company performance during the 2023-2025 period, 69.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-12 · Exercise / conversion · Disposed 2,524 · Balance 0 F3: 1 for 1. F1: Based on Company performance during the 2023-2025 period, 69.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 2,497 |
Reported balance
After 2026-02-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-12 · Grant · Acquired 2,497 · Balance 2,497 F3: 1 for 1. F7: If the Company achieves certain goals over the 2026-2028 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 3,065 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 3,065 F3: 1 for 1. F9: If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 2,498 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 2,498 F3: 1 for 1. F10: If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $378.55 · Expires 2036-02-12 | Direct | 5,187 |
Reported balance
After 2026-02-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-12 · Grant · Acquired 5,187 · Balance 5,187 F5: The transaction was an option grant. Accordingly, the reporting person did not pay a price to obtain the option. F4: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.67 · Expires 2032-02-10 | Direct | 3,823 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,823 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $249.26 · Expires 2033-02-09 | Direct | 7,928 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 7,928 F8: Option fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $269.00 · Expires 2034-02-15 | Direct | 7,106 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 7,106 F4: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $339.73 · Expires 2035-02-13 | Direct | 5,342 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 5,342 F4: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-02-12 | Direct | 1,249 |
Reported balance
After 2026-02-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-12 · Grant · Acquired 1,249 · Balance 1,249 F3: 1 for 1. F6: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15 | Direct | 1,533 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 1,533 F3: 1 for 1. F6: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-13 | Direct | 1,249 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 1,249 F3: 1 for 1. F6: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on Company performance during the 2023-2025 period, 69.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits).
F2: Shares were withheld to cover tax withholding upon the vesting of performance units.
F3: 1 for 1.
F4: Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column.
F5: The transaction was an option grant. Accordingly, the reporting person did not pay a price to obtain the option.
F6: The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment.
F7: If the Company achieves certain goals over the 2026-2028 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
F8: Option fully vested.
F9: If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
F10: If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
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 09, 2017 Filed Feb 13, 2017 21:57 UTC | Snap-on Inc SNA · Entity 3268 | GrantRestricted Stock Units · Derivative | 551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005489 · form4.xml · derivative · entry 5 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 Underlying: Common Stock · 551 shares Expires not disclosed F3 · derivative.exercise_price: 1 for 1. F4 · kind: Based on Company performance during fiscal 2016, approximately 116.2% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2018, the units will then vest in one installment and the shares will be issued shortly thereafter. F4 · price: Based on Company performance during fiscal 2016, approximately 116.2% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2018, the units will then vest in one installment and the shares will be issued shortly thereafter. F4 · derivative.exercise_date: Based on Company performance during fiscal 2016, approximately 116.2% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2018, the units will then vest in one installment and the shares will be issued shortly thereafter. F4 · derivative.expiration_date: Based on Company performance during fiscal 2016, approximately 116.2% of the restricted stock units originally granted were earned (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number of units originally reported, subject to plan limits). Assuming continued employment through the end of fiscal 2018, the units will then vest in one installment and the shares will be issued shortly thereafter. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:57 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionPerformance Units · Derivative | 5,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005489 · form4.xml · derivative · entry 4 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,730 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. F3 · derivative.exercise_price: 1 for 1. F1 · kind: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · price: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.exercise_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.expiration_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:57 UTC | Snap-on Inc SNA · Entity 3268 | GrantPerformance Units · Derivative | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005489 · form4.xml · derivative · entry 3 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,730 Underlying: Common Stock · 360 shares Expires not disclosed F3 · derivative.exercise_price: 1 for 1. F1 · kind: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · price: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.exercise_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · derivative.expiration_date: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:57 UTC | Snap-on Inc SNA · Entity 3268 | Tax withholdingCommon Stock | 2,619 | $168.70 | $441,825.30 |
DisclosureSEC source: 0001127602-17-005489 · form4.xml · nonDerivative · entry 2 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,695.9127 F2 · kind: Shares were withheld to cover tax withholding upon the vesting of performance units. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:57 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 5,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005489 · form4.xml · nonDerivative · entry 1 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,314.9127 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 · kind: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). F1 · price: Based on Company performance during the 2014-2016 period, approximately 106.7% of the performance units vested (as previously disclosed, the reporting person had the opportunity to earn up to 200% of the number originally reported, subject to plan limits). Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:38 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionRestricted Stock Units · Derivative | 7,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000750 · form4.xml · derivative · entry 3 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,157 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. F4 · derivative.exercise_price: 1 for 1. F1 · kind: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · price: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · derivative.exercise_date: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · derivative.expiration_date: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:38 UTC | Snap-on Inc SNA · Entity 3268 | Tax withholdingCommon Stock | 2,342 | $171.27 | $401,114.34 |
DisclosureSEC source: 0001127602-17-000750 · form4.xml · nonDerivative · entry 2 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,584.9124 F3 · kind: Shares were withheld to cover tax withholding upon the vesting of the restricted stock units. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:38 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 7,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000750 · form4.xml · nonDerivative · entry 1 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,926.9124 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 · kind: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F1 · price: The restricted stock units were earned based on Company performance during fiscal 2014 and vested in one installment based on continued employment through the end of fiscal 2016. F2 · balance_after: Includes .02 shares acquired under a dividend reinvestment plan. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 22:13 UTC | Snap-on Inc SNA · Entity 3268 | GiftCommon Stock | 650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-066610 · form4.xml · nonDerivative · entry 1 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,769.8927 F1 · price: Bona fide gift. F2 · balance_after: Includes .02 shares acquired under a dividend reinvestment plan. Read SEC document |
| September 08, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionStock Option (Right to Buy) · Derivative | 37,461 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · derivative · entry 7 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,461 shares Expires 2021-02-09 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. F5 · price: Exercise of Rule 16b-3 stock option. Read SEC document |
| September 08, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 8,213 | $151.95 | $1,247,930.86 |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · nonDerivative · entry 5 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,419.8727 F4 · price: This transaction was executed in multiple trades at prices ranging from $151.73 to $152.27. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| September 08, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 29,248 | $151.43 | $4,428,901.80 |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · nonDerivative · entry 4 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,632.8727 F3 · price: This transaction was executed in multiple trades at prices ranging from $150.73 to $151.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| September 08, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 37,461 | $58.94 | $2,207,951.34 |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · nonDerivative · entry 3 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,880.8727 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 |
| September 07, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,539 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · derivative · entry 6 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,461 Underlying: Common Stock · 4,539 shares Expires 2021-02-09 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. F5 · price: Exercise of Rule 16b-3 stock option. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 4,539 | $152.12 | $690,461.33 |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · nonDerivative · entry 2 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,419.8727 F2 · price: This transaction was executed in multiple trades at prices ranging from $152.00 to $152.37. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 22:29 UTC | Snap-on Inc SNA · Entity 3268 | Exercise / conversionCommon Stock | 4,539 | $58.94 | $267,528.66 |
DisclosureSEC source: 0001127602-16-062284 · form4.xml · nonDerivative · entry 1 Ward Thomas J · CIK 0001320928 · Sr VP & President - RS&I Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,958.8727 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 · balance_after: Includes .0386 shares acquired under a dividend reinvestment plan. 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.