Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OSHKOSH CORPOSK · Entity 3573 | SVP and Chief HR Officer | November 15, 2024 | November 19, 2024 |
| Zurn Elkay Water Solutions CorpZWS · Entity 3659 | Director | February 10, 2026 | February 11, 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.
OSHKOSH CORP
Report date November 15, 2024 · Filed November 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,311.366 |
Reported balance
After 2024-11-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-11-15 · Exercise / conversion · Acquired 533.312 · Balance 7,311.366 F1: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. |
| Common StockSEC Table I · non-derivative | Direct | 7,064.778 |
Reported balance
After 2024-11-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-11-15 · Tax withholding · Disposed 251 · Balance 7,064.778 F2: The amount beneficially owned includes shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 533.312 |
Reported balance
After 2024-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-15 · Exercise / conversion · Disposed 533.312 · Balance 533.312 F1: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F3: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/15/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock.
F2: The amount beneficially owned includes shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a).
F3: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/15/2022.
Zurn Elkay Water Solutions Corp
Report date February 10, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,039 |
Reported balance
After 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Grant · Acquired 2,900 · Balance 20,039 F1: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.
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 |
|---|---|---|---|---|---|---|
| November 18, 2021 Filed Nov 19, 2021 18:06 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionCommon Stock | 324.947 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011181 · form4.xml · nonDerivative · entry 1 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770.468 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: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 20:58 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionRestricted Stock Units · Derivative | 781.591 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011047 · form4.xml · derivative · entry 4 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563.179 Underlying: Common Stock · 781.591 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: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F4 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 20:58 UTC | OSHKOSH CORP OSK · Entity 3573 | Tax withholdingCommon Stock | 368 | $115.07 | $42,345.76 |
DisclosureSEC source: 0001062993-21-011047 · form4.xml · nonDerivative · entry 2 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445.521 Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 20:58 UTC | OSHKOSH CORP OSK · Entity 3573 | Exercise / conversionCommon Stock | 781.591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011047 · form4.xml · nonDerivative · entry 1 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,813.521 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: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 20:58 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 1,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011047 · form4.xml · derivative · entry 3 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525 Underlying: Common Stock · 1,525 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Unit Award granted pursuant to the Company's Stock Plan. F3 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/15/2022. F3 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/15/2022. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 19:55 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 7.754 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-008081 · form4.xml · derivative · entry 4 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,722.96 Underlying: Common Stock · 7.754 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F5 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. F5 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 19:55 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 6.677 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-008081 · form4.xml · derivative · entry 3 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,344.77 Underlying: Common Stock · 6.677 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F4 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. F4 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 19:55 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 1.851 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-008081 · form4.xml · derivative · entry 2 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649.897 Underlying: Common Stock · 1.851 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F3 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/18/2020. F3 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/18/2020. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 19:55 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 1.258 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-008081 · form4.xml · derivative · entry 1 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441.925 Underlying: Common Stock · 1.258 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F2 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/19/2019. F2 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/19/2019. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 19:46 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 6.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-005206 · form4.xml · derivative · entry 4 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,715.206 Underlying: Common Stock · 6.8 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F5 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. F5 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 19:46 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 5.855 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-005206 · form4.xml · derivative · entry 3 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,338.093 Underlying: Common Stock · 5.855 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F4 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. F4 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 19:46 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 1.623 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-005206 · form4.xml · derivative · entry 2 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648.046 Underlying: Common Stock · 1.623 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F3 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/18/2020. F3 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/18/2020. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 19:46 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 1.104 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-005206 · form4.xml · derivative · entry 1 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440.667 Underlying: Common Stock · 1.104 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F2 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/19/2019. F2 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/19/2019. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 19:13 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 8.406 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-002144 · form4.xml · derivative · entry 4 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708.406 Underlying: Common Stock · 8.406 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F5 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. F5 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 19:13 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 7.238 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-002144 · form4.xml · derivative · entry 3 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,332.238 Underlying: Common Stock · 7.238 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F4 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. F4 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/16/2021. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 19:13 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 2.006 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-002144 · form4.xml · derivative · entry 2 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646.423 Underlying: Common Stock · 2.006 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F3 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/18/2020. F3 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/18/2020. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 19:13 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 1.364 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-002144 · form4.xml · derivative · entry 1 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439.563 Underlying: Common Stock · 1.364 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F2 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/19/2019. F2 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 11/19/2019. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:02 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantRestricted Stock Units · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-000840 · form4.xml · derivative · entry 1 McTague Emma M · CIK 0001843074 · SVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 Underlying: Common Stock · 2,700 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of OSK common stock. F2 · derivative.exercise_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. F2 · derivative.expiration_date: Restricted Stock Unit Award vests in one-third (1/3) annual increments commencing on 2/1/2022. 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.