Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LEVEL 3 COMMUNICATIONS INCLVLT · Entity 172141 | Director | July 01, 2017 | July 05, 2017 |
| Lumen Technologies, Inc.LUMN · Entity 3749 | Director | May 14, 2025 | May 16, 2025 |
| PENTAIR plcPNR · Entity 3537 | Director | 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.
LEVEL 3 COMMUNICATIONS INC
Report date July 01, 2017 · Filed July 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,220 |
Reported balance
After 2017-07-01 transaction · row 1
1 source rowRow 1 · 2017-07-01 · Grant · Acquired 2,545 · Balance 27,220 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 5,000 |
Reported balance
Holding disclosure · report date 2017-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,000 |
Lumen Technologies, Inc.
Report date May 14, 2025 · Filed May 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 480,931 |
Reported balance
After 2025-05-14 transaction · row 1
1 source rowRow 1 · 2025-05-14 · Grant · Acquired 51,394 · Balance 480,931 F1: This grant of restricted stock units will vest on May 14, 2026, but will be paid out in shares of Common Stock at a later date according to the Reporting Person's deferral election. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 77,143 |
Reported balance
Holding disclosure · report date 2025-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 77,143 |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock units will vest on May 14, 2026, but will be paid out in shares of Common Stock at a later date according to the Reporting Person's deferral election.
PENTAIR plc
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,564 |
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 1,564 · Balance 1,564 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 reflect the vesting of restricted stock units that were previously reported. |
| Common StockSEC Table I · non-derivative | Direct | 32,138 |
Reported balance
After 2026-01-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-02 · Tax withholding · Disposed 714 · Balance 32,138 F3: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
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 reflect the vesting of restricted stock units that were previously reported.
F3: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
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 03, 2018 Filed Dec 6, 2018 21:24 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 17,133 | $16.51 | $282,865.83 |
DisclosureSEC source: 0001567619-18-007435 · doc1.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,002 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 reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2,2019. Read SEC document |
| May 24, 2018 Filed May 25, 2018 21:15 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 8,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033586 · doc4.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,853 F1 · kind: This grant of restricted stock will vest on May 24, 2019. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:02 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021795 · doc1.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,862 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:44 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 449 | $70.80 | $31,789.20 |
DisclosureSEC source: 0001140361-18-001111 · doc1.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,869 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 |
| December 08, 2017 Filed Dec 9, 2017 00:42 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | PurchaseCommon Stock | 25,000 | $14.25 | $356,280.00 |
DisclosureSEC source: 0001209191-17-064876 · doc4.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 32,143 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:06 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 7,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059228 · doc4.xml · nonDerivative · entry 3 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,143 F1 · price: On November 1, 2017, the Issuer acquired Level 3 Communications, Inc. ("Level 3") pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Level 3, Wildcat Merger Sub I LLC and WWG Merger Sub LLC. Upon the Effective Time (as defined in the Merger Agreement), each outstanding Level 3 common share held by the Reporting Person was converted into the right to receive (a) $26.50 in cash, without interest, and (b) 1.4286 shares of the Issuer's common stock, with cash paid in lieu of fractional shares (together, the "Merger Consideration"). In addition, due to his service as a non-employee member of the board of directors of Level 3 immediately prior to the Effective Time, each outstanding Level 3 restricted stock unit award held by the Reporting Person was cancelled at the Effective Time in exchange for the Merger Consideration per Level 3 common share covered by such award, in accordance with the terms of the Merger Agreement. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:06 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 4,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059228 · doc4.xml · nonDerivative · entry 2 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,109 F2 · kind: Represents a grant of restricted stock that will vest on May 25, 2018. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:06 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 38,885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059228 · doc4.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,885 F1 · price: On November 1, 2017, the Issuer acquired Level 3 Communications, Inc. ("Level 3") pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Level 3, Wildcat Merger Sub I LLC and WWG Merger Sub LLC. Upon the Effective Time (as defined in the Merger Agreement), each outstanding Level 3 common share held by the Reporting Person was converted into the right to receive (a) $26.50 in cash, without interest, and (b) 1.4286 shares of the Issuer's common stock, with cash paid in lieu of fractional shares (together, the "Merger Consideration"). In addition, due to his service as a non-employee member of the board of directors of Level 3 immediately prior to the Effective Time, each outstanding Level 3 restricted stock unit award held by the Reporting Person was cancelled at the Effective Time in exchange for the Merger Consideration per Level 3 common share covered by such award, in accordance with the terms of the Merger Agreement. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 16:32 UTC | LEVEL 3 COMMUNICATIONS INC LVLT · Entity 172141 | GrantCommon Stock | 2,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012219 · doc4.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,220 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:58 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $34.18 | $0.00 |
DisclosureSEC source: 0001140361-17-017399 · doc1.xml · derivative · entry 3 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,000 shares Expires 2018-01-02 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 reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2, 2018. F2 · derivative.exercise_date: These options are vested and exercisable. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:58 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 7,161 | $65.00 | $465,465.00 |
DisclosureSEC source: 0001140361-17-017399 · doc1.xml · nonDerivative · entry 2 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,196 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2, 2018. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:58 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 10,000 | $34.18 | $341,800.00 |
DisclosureSEC source: 0001140361-17-017399 · doc1.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,357 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 reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on January 2, 2018. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:59 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 548 | $58.15 | $31,866.20 |
DisclosureSEC source: 0001140361-17-000838 · doc1.xml · nonDerivative · entry 2 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,357 F3 · 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 03, 2017 Filed Jan 5, 2017 23:59 UTC | PENTAIR plc PNR · Entity 3537 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,265 | $0.00 Strike: $57.95 | $0.00 |
DisclosureSEC source: 0001140361-17-000838 · doc1.xml · derivative · entry 3 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 Underlying: Common Shares · 5,265 shares Expires 2027-01-03 F4 · kind: Nonqualified stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F5 · 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, 2017 Filed Jan 5, 2017 23:59 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000838 · doc1.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one share of Pentair plc common shares upon vesting. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 23:12 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $33.38 | $0.00 |
DisclosureSEC source: 0001140361-16-079008 · doc1.xml · derivative · entry 3 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,000 shares Expires 2017-05-03 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. F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on May 3, 2017. F2 · derivative.exercise_date: Options are vested and exercisable. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 23:12 UTC | PENTAIR plc PNR · Entity 3537 | SaleCommon Shares | 10,000 | $62.61 | $626,100.00 |
DisclosureSEC source: 0001140361-16-079008 · doc1.xml · nonDerivative · entry 2 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,535 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on May 3, 2017. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 23:12 UTC | PENTAIR plc PNR · Entity 3537 | Exercise / conversionCommon Shares | 10,000 | $33.38 | $333,800.00 |
DisclosureSEC source: 0001140361-16-079008 · doc1.xml · nonDerivative · entry 1 GLENN T MICHAEL · CIK 0001197608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,535 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 reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person for financial planning purposes in connection with stock options that will expire on May 3, 2017. 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.