Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | EVP Cust. Trans. & Bus. Svcs. | August 17, 2022 | August 19, 2022 |
| 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.
CENTERPOINT ENERGY INC
Report date August 17, 2022 · Filed August 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,313 |
Reported balance
After 2022-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-17 · Tax withholding · Disposed 1,180 · Balance 58,313 F1: Shares withheld for taxes upon vesting of fully-vested restricted stock units. F2: Total includes 4,842 time-based restricted stock units ("RSUs") awarded under Issuer's Long-term Incentive Plan ("Plan") and vesting in August 2023. He must remain an employee of Issuer thru vesting date. Total also includes (i) 11,274 RSUs previously awarded under the Plan and vesting in August 2023, (ii) 10,894 RSUs previously awarded under the Plan and vesting in February 2024 and (iii) 9,362 RSUs previously awarded under the Plan and vesting in February 2025. The above awards shall vest (a) if he continues to be an employee of Issuer from grant date through vesting date, (b) in the event of his earlier disability or death or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting. However, for shares vesting in February 2024 and February 2025, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability. |
| Common StockSEC Table I · non-derivative | IndirectBy Savings Plan | 5,160 |
Reported balance
Holding disclosure · report date 2022-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,160 F3: Equivalent shares held in CenterPoint Energy, Inc. Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of fully-vested restricted stock units.
F2: Total includes 4,842 time-based restricted stock units ("RSUs") awarded under Issuer's Long-term Incentive Plan ("Plan") and vesting in August 2023. He must remain an employee of Issuer thru vesting date. Total also includes (i) 11,274 RSUs previously awarded under the Plan and vesting in August 2023, (ii) 10,894 RSUs previously awarded under the Plan and vesting in February 2024 and (iii) 9,362 RSUs previously awarded under the Plan and vesting in February 2025. The above awards shall vest (a) if he continues to be an employee of Issuer from grant date through vesting date, (b) in the event of his earlier disability or death or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting. However, for shares vesting in February 2024 and February 2025, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.
F3: Equivalent shares held in CenterPoint Energy, Inc. Savings Plan.
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 include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Common StockSEC Table I · non-derivative | Direct | 8,489 |
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 688 · Balance 8,489 F4: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3: 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 include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
F3: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
F4: 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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 22:48 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Stock | 688 | $105.47 | $72,563.36 |
DisclosureSEC source: 0000897069-26-000079 · form4.xml · nonDerivative · entry 2 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,489 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:48 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Stock - Restricted Stock Units | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000079 · form4.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 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). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:16 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Stock | 963 | $100.40 | $96,685.20 |
DisclosureSEC source: 0000897069-25-000066 · form4.xml · nonDerivative · entry 2 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,517 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:16 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Stock - Restricted Stock Units | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000066 · form4.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643 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). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 01:24 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Stock | 1,330 | $68.28 | $90,812.40 |
DisclosureSEC source: 0000897069-24-000104 · form4.xml · nonDerivative · entry 2 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,184 F4 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 01:24 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Stock - Restricted Stock Units | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000104 · form4.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,256 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). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 23:43 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 753 | $45.20 | $34,035.60 |
DisclosureSEC source: 0001567619-23-000347 · doc1.xml · nonDerivative · entry 2 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,147 F4 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 23:43 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000347 · doc1.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,319 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). F3 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 21:02 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 1,180 | $32.51 | $38,361.80 |
DisclosureSEC source: 0001130310-22-000112 · wf-form4_166094292794149.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · EVP Cust. Trans. & Bus. Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,313 F1 · shares: Shares withheld for taxes upon vesting of fully-vested restricted stock units. F2 · balance_after: Total includes 4,842 time-based restricted stock units ("RSUs") awarded under Issuer's Long-term Incentive Plan ("Plan") and vesting in August 2023. He must remain an employee of Issuer thru vesting date. Total also includes (i) 11,274 RSUs previously awarded under the Plan and vesting in August 2023, (ii) 10,894 RSUs previously awarded under the Plan and vesting in February 2024 and (iii) 9,362 RSUs previously awarded under the Plan and vesting in February 2025. The above awards shall vest (a) if he continues to be an employee of Issuer from grant date through vesting date, (b) in the event of his earlier disability or death or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting. However, for shares vesting in February 2024 and February 2025, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:14 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 9,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-22-000011 · wf-form4_164513964023283.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · EVP Cust. Trans. & Bus. Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,493 F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting (i) in February 2025 if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the vesting date, (ii) in the event of his earlier disability or death, or (iii) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting, provided, however, that any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability. F2 · balance_after: Total includes (i) 4,843 RSUs awarded under the Plan and vesting in August 2022 and (ii) 4,842 RSUs vesting in August 2023. R.P. must remain an employee of Issuer thru applicable vesting dates. Also includes 11,274 RSUs vesting (a) in August 2023 if R.P. remains an employee of Issuer thru vesting date; (b) upon his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies conditions for full vesting. Also includes 10,894 RSUs vesting (a) in February 2024 if R.P. remains an employee of Issuer thru vesting date; (b) upon his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies conditions for full vesting, provided, any such vesting is conditioned on positive operating income in last full calendar year of restricted period except in case of death or disability. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:56 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000328 · doc1.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,862.352 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 17, 2021 Filed Aug 18, 2021 21:08 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 1,180 | $26.85 | $31,683.00 |
DisclosureSEC source: 0001209191-21-052251 · doc4.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · EVP Cust. Trans. & Bus. Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,131 F1 · shares: Shares withheld for taxes upon vesting of fully-vested restricted stock units. F2 · balance_after: Total includes (i) 4,843 time-based restricted stock units ("RSUs") awarded under Issuer's Long-term Incentive Plan ("Plan") and vesting in August 2022 and (ii) 4,842 RSUs vesting in August 2023. Reporting Person ("R.P.") must remain an employee of Issuer thru applicable vesting dates. Also includes 11,274 RSUs vesting (a) in August 2023 if R.P. remains an employee of Issuer thru vesting date; (b) upon his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies conditions for full vesting. Also includes 10,894 RSUs vesting (a) in February 2024 if R.P. remains an employee of Issuer thru vesting date; (b) upon his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies conditions for full vesting, provided, any such vesting is conditioned on positive operating income in last full calendar year of restricted period except in case of death or disability. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 23:09 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 10,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012855 · doc4.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · EVP Cust. Trans. & Bus. Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,311 F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-term Incentive Plan (the "Plan") and vesting (i) in February 2024 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date, (ii) in the event of his earlier disability or death, or (iii) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting, provided, however, that any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability. F2 · balance_after: Total includes (i) 4,843 RSUs previously awarded under the Plan and vesting in August 2021, (ii) 4,843 RSUs previously awarded under the Plan and vesting in August 2022 and (iii) 4,842 RSUs previously awarded under the Plan and vesting in August 2023. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting dates. Additionally, includes 11,274 time-based RSUs vesting (a) in August 2023 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:05 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000614 · doc1.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 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 |
| August 17, 2020 Filed Aug 19, 2020 22:24 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 25,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047612 · doc4.xml · nonDerivative · entry 1 Knight Gregory E. · CIK 0001820706 · EVP Cust. Trans. & Bus. Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,417 F1 · shares: Reflects the award of restricted stock units ("RSUs") under the Issuer's Long-Term Incentive Plan (the "Plan"). Includes (i) 4,843 time-based RSUs vesting on the first anniversary of the grant date, (ii) 4,843 time-based RSUs vesting on the second anniversary of the grant date and (iii) 4,842 time-based RSUs vesting on the third anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes 11,274 time-based RSUs vesting (a) in August 2023 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full 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.