Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | EVP, GC & Secretary | January 02, 2026 | January 06, 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 January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 6,649.317 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,778 · Balance 6,649.317 F1: 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: 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). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $105.47 · Expires 2036-01-02 | Direct | 4,982 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 4,982 · Balance 4,982 F3: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F4: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan.
F4: One-third of the stock options become exercisable on the first, second and third anniversary of the grant.
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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 22:16 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 4,982 | $0.00 Strike: $105.47 | $0.00 |
DisclosureSEC source: 0000897069-26-000057 · form4.xml · derivative · entry 2 Bonner Lance T · CIK 0002079867 · EVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,982 Underlying: Common Shares · 4,982 shares Expires 2036-01-02 F3 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F4 · 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 22:16 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000057 · form4.xml · nonDerivative · entry 1 Bonner Lance T · CIK 0002079867 · EVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,649.317 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). Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 21:36 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 4,860 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001286 · form4.xml · nonDerivative · entry 1 Bonner Lance T · CIK 0002079867 · EVP, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,860 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.