Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENVIRI CorpHSC · Entity 42674 | Director | May 09, 2022 | May 11, 2022 |
| ITT INC.ITT · Entity 8806 | Director | May 15, 2020 | May 19, 2020 |
| UGI CORP /PA/UGI · Entity 3628 | Director | January 30, 2026 | February 03, 2026 |
| UNITED STATES STEEL CORPX · Entity 78343 | Director | May 31, 2017 | June 02, 2017 |
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.
ENVIRI Corp
Report date May 09, 2022 · Filed May 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 15,924 |
Reported balance
After 2022-05-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-09 · Grant · Acquired 15,924 · Balance 15,924 F1: Represents restricted stock units granted under the 2016 Non-Employee Directors' Long-Term Equity Compensation Plan. Each restricted stock unit shall vest at the close of business on the earlier of (1) the first anniversary of the grant date or (ii) the annual meeting of the Issuer's stockholders in the year immediately following the year of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted under the 2016 Non-Employee Directors' Long-Term Equity Compensation Plan. Each restricted stock unit shall vest at the close of business on the earlier of (1) the first anniversary of the grant date or (ii) the annual meeting of the Issuer's stockholders in the year immediately following the year of the grant date.
ITT INC.
Report date May 15, 2020 · Filed May 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,503.933 |
Reported balance
After 2020-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-15 · Grant · Acquired 2,062 · Balance 7,503.933 F1: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2021 Annual Meeting of Shareholders. F2: Includes 15.933 shares under a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2021 Annual Meeting of Shareholders.
F2: Includes 15.933 shares under a dividend reinvestment plan.
UGI CORP /PA/
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 30,792 |
Reported balance
After 2026-01-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 7,480 · Balance 30,792 F1: Total gives effect to dividend equivalent accruals. F2: Effective January 30, 2026, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each Stock Unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. |
| UGI Common StockSEC Table I · non-derivative | Direct | 65,062 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65,062 |
Filing footnotes · ownership attribution and instrument terms
F1: Total gives effect to dividend equivalent accruals.
F2: Effective January 30, 2026, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each Stock Unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.
UNITED STATES STEEL CORP
Report date May 31, 2017 · Filed June 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 408,058 |
Reported balance
After 2017-05-31 transaction · row 1
1 source rowRow 1 · 2017-05-31 · Tax withholding · Disposed 15,457 · Balance 408,058 F1: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 9,196 |
Reported balance
Holding disclosure · report date 2017-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,196 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 5,020.735 |
Reported balance
Holding disclosure · report date 2017-05-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,020.735 |
Filing footnotes · ownership attribution and instrument terms
F1: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period.
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 |
|---|---|---|---|---|---|---|
| December 07, 2016 Filed Dec 9, 2016 16:38 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 58,100 | $37.02 | $2,150,862.00 |
DisclosureSEC source: 0001209191-16-154428 · doc4.xml · nonDerivative · entry 4 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,236 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging in price from $37.00 to $37.03, inclusive. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 16:38 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 58,100 | $24.78 | $1,439,718.00 |
DisclosureSEC source: 0001209191-16-154428 · doc4.xml · nonDerivative · entry 3 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,336 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 |
| December 07, 2016 Filed Dec 9, 2016 16:38 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 53,450 | $36.18 | $1,933,821.00 |
DisclosureSEC source: 0001209191-16-154428 · doc4.xml · nonDerivative · entry 2 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,236 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.18 to 36.20, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 1 and 2. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 16:38 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 53,450 | $25.00 | $1,336,250.00 |
DisclosureSEC source: 0001209191-16-154428 · doc4.xml · nonDerivative · entry 1 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,686 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 |
| December 05, 2016 Filed Dec 7, 2016 16:56 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 54,500 | $0.00 Strike: $21.63 | $0.00 |
DisclosureSEC source: 0001209191-16-153922 · doc4.xml · derivative · entry 5 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,500 shares Expires 2022-07-03 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. F2 · kind: The options were exercised pursuant to the terms of a 10b5-1 trading plan. F3 · derivative.exercise_date: The options vested in three equal installments on July 3, 2013, 2014, 2015. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 16:56 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 54,500 | $35.00 | $1,907,500.00 |
DisclosureSEC source: 0001209191-16-153922 · doc4.xml · nonDerivative · entry 2 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,236 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.01, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 16:56 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 54,500 | $21.63 | $1,178,835.00 |
DisclosureSEC source: 0001209191-16-153922 · doc4.xml · nonDerivative · entry 1 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,736 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 |
| November 28, 2016 Filed Nov 30, 2016 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock · Derivative | 101,160 | $0.00 Strike: $24.29 | $0.00 |
DisclosureSEC source: 0001209191-16-152473 · doc4.xml · derivative · entry 8 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,580 Underlying: Common Stock · 101,160 shares Expires 2024-05-27 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_date: The options vest in three equal installments on May 27, 2015, 2016 and 2017. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock · Derivative | 176,040 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001209191-16-152473 · doc4.xml · derivative · entry 7 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 176,040 shares Expires 2023-09-01 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_date: The options vested in three equal installments on Sept. 1, 2014, 2015 and 2016. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 101,160 | $32.24 | $3,261,398.40 |
DisclosureSEC source: 0001209191-16-152473 · doc4.xml · nonDerivative · entry 4 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,236 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging in price from $32.00 to $32.46, inclusive. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 101,160 | $24.29 | $2,456,670.60 |
DisclosureSEC source: 0001209191-16-152473 · doc4.xml · nonDerivative · entry 3 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,396 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 |
| November 28, 2016 Filed Nov 30, 2016 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 176,040 | $32.25 | $5,677,290.00 |
DisclosureSEC source: 0001209191-16-152473 · doc4.xml · nonDerivative · entry 2 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,236 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 1 and 2. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 176,040 | $25.00 | $4,401,000.00 |
DisclosureSEC source: 0001209191-16-152473 · doc4.xml · nonDerivative · entry 1 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,276 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 01, 2016 Filed Sep 6, 2016 16:06 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 7,345 | $19.12 | $140,436.40 |
DisclosureSEC source: 0001209191-16-140022 · doc4.xml · nonDerivative · entry 1 Filho Mario Longhi · CIK 0001308357 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,236 F1 · shares: This line reflects the disposition of shares for tax withholding purposes in connection with the vesting of restricted stock units (RSUs) that were granted on September 1, 2013. RSUs vest ratably over a three year period. RSUs are payable in stock only. 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.