Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMETEK INC/AME · Entity 3025 | SR. VP. - COMPTROLLER | December 26, 2025 | December 29, 2025 |
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.
AMETEK INC/
Report date December 26, 2025 · Filed December 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,097 |
Reported balance
After 2025-12-26 transaction · row 1
1 source rowRow 1 · 2025-12-26 · Gift · Disposed 19 · Balance 22,097 |
| 401k PlanSEC Table I · non-derivative | Indirect401k Plan | 3,441 |
Reported balance
Holding disclosure · report date 2025-12-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,441 |
| Common Stock/ SerpSEC Table I · non-derivative | Direct | 3,283 |
Reported balance
Holding disclosure · report date 2025-12-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,283 |
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 |
|---|---|---|---|---|---|---|
| February 21, 2019 Filed Feb 25, 2019 21:03 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 200 | $79.95 | $15,990.00 |
DisclosureSEC source: 0001127602-19-007991 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,991 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:03 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 200 | $41.74 | $8,348.00 |
DisclosureSEC source: 0001127602-19-007991 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,191 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 |
| January 15, 2019 Filed Jan 15, 2019 21:05 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001985 · form4.xml · nonDerivative · entry 3 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 F2 · kind: Represents stock units issued as dividend reinvestment under the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon a distribution event. Read SEC document |
| January 15, 2019 Filed Jan 15, 2019 21:05 UTC | AMETEK INC/ AME · Entity 3025 | Other401k Plan | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001985 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 3,324 F1 · kind: Represents dividend reinvestment under the Company's 401 (k) Plan. Read SEC document |
| December 28, 2018 Filed Jan 15, 2019 21:05 UTC | AMETEK INC/ AME · Entity 3025 | GiftCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001985 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,991 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:02 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 152 | $74.80 | $11,369.60 |
DisclosureSEC source: 0001127602-18-016970 · form4.xml · nonDerivative · entry 3 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,105 F3 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with the 1st year vesting (25%) of restricted stock issued on May 9, 2017. Read SEC document |
| May 08, 2018 Filed May 8, 2018 20:10 UTC | AMETEK INC/ AME · Entity 3025 | Other401k Plan | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016638 · form4.xml · nonDerivative · entry 3 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 3,295 F3 · kind: Represents dividend reinvestment under the Company's 401 (k) Plan. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:02 UTC | AMETEK INC/ AME · Entity 3025 | GrantStock Option · Derivative | 6,891 | $0.00 Strike: $73.45 | $0.00 |
DisclosureSEC source: 0001127602-18-016970 · form4.xml · derivative · entry 6 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,891 Underlying: Common Stock · 6,891 shares Expires 2028-05-07 F4 · derivative.exercise_date: The stock options will become exercisable in three equal annual installments beginning on May 8, 2019. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:02 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 1,527 | $73.45 | $112,158.15 |
DisclosureSEC source: 0001127602-18-016970 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,257 F2 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2011 Omnibus Incentive Compensation Plan. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:02 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 452 | $73.45 | $33,199.40 |
DisclosureSEC source: 0001127602-18-016970 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,730 F1 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with cliff vesting (100%) of restricted stock issued on May 8, 2014. Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:10 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 333 | $72.80 | $24,242.40 |
DisclosureSEC source: 0001127602-18-016638 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,182 F2 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with the 1st, 2nd and 3rd year vesting (75%) of restricted stock issued on May 6, 2015. Read SEC document |
| May 04, 2018 Filed May 8, 2018 20:10 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 321 | $71.50 | $22,951.50 |
DisclosureSEC source: 0001127602-18-016638 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,515 F1 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with the 1st and 2nd year vesting (50%) of restricted stock issued on May 4, 2016. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 21:08 UTC | AMETEK INC/ AME · Entity 3025 | Other401k Plan | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005166 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 3,283 F2 · kind: Represents dividend reinvestment under the Company's 401 (k) Plan. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 21:08 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 578 | $71.58 | $41,374.40 |
DisclosureSEC source: 0001127602-18-005166 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752 F1 · kind: Allocated pursuant to the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon the participant's retirement. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 18:34 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 94 | $71.58 | $6,728.71 |
DisclosureSEC source: 0001127602-18-000055 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,174 F1 · kind: Allocated pursuant to the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon the participant's retirement. Read SEC document |
| December 27, 2017 Filed Jan 2, 2018 18:34 UTC | AMETEK INC/ AME · Entity 3025 | GiftCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000055 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,836 Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 22:18 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 1,800 | $70.35 | $126,630.00 |
DisclosureSEC source: 0001127602-17-032700 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Read SEC document |
| August 07, 2017 Filed Aug 7, 2017 20:36 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 1,500 | $64.49 | $96,739.80 |
DisclosureSEC source: 0001127602-17-025140 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,747 Read SEC document |
| May 09, 2017 Filed May 11, 2017 18:09 UTC | AMETEK INC/ AME · Entity 3025 | GrantStock Option · Derivative | 9,581 | $0.00 Strike: $60.30 | $0.00 |
DisclosureSEC source: 0001127602-17-017681 · form4.xml · derivative · entry 4 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,581 Underlying: Common Stock · 9,581 shares Expires 2024-05-08 F2 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 9, 2018. Read SEC document |
| May 09, 2017 Filed May 11, 2017 18:09 UTC | AMETEK INC/ AME · Entity 3025 | GrantCommon Stock | 2,200 | $60.30 | $132,660.00 |
DisclosureSEC source: 0001127602-17-017681 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,247 F1 · kind: Constitutes restricted stock issued under the AMETEK, Inc. 2011 Omnibus Incentive Compensation Plan. Read SEC document |
| May 08, 2017 Filed May 10, 2017 19:53 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 535 | $59.93 | $32,062.55 |
DisclosureSEC source: 0001127602-17-017521 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,047 F1 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with cliff vesting of restricted stock issued on May 8, 2013. Read SEC document |
| May 05, 2017 Filed May 5, 2017 20:12 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 6,864 | $0.00 Strike: $34.05 | $0.00 |
DisclosureSEC source: 0001127602-17-017068 · form4.xml · derivative · entry 5 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,864 shares Expires 2019-04-30 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 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on May 1, 2013. Read SEC document |
| May 05, 2017 Filed May 5, 2017 20:12 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 6,864 | $60.52 | $415,440.85 |
DisclosureSEC source: 0001127602-17-017068 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,582 F1 · price: The shares were sold at prices ranging from $60.5210 to $60.5248. Upon request by the SEC staff the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| May 05, 2017 Filed May 5, 2017 20:12 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 6,864 | $34.05 | $233,696.55 |
DisclosureSEC source: 0001127602-17-017068 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,446 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 |
| February 10, 2017 Filed Feb 13, 2017 19:19 UTC | AMETEK INC/ AME · Entity 3025 | Other401k Plan | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005315 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 3,277 F2 · kind: Represents dividend reinvestment under the Company's 401 (k) Plan. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 19:19 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 241 | $49.90 | $12,026.38 |
DisclosureSEC source: 0001127602-17-005315 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,080 F1 · kind: Allocated pursuant to the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon the participant's retirement. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 19:47 UTC | AMETEK INC/ AME · Entity 3025 | Other401k Plan | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000143 · form4.xml · nonDerivative · entry 3 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 3,269 F2 · kind: Represents dividend reinvestment under the Company's 401 (k) Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 19:47 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 46 | $49.90 | $2,295.49 |
DisclosureSEC source: 0001127602-17-000143 · form4.xml · nonDerivative · entry 2 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839 F1 · kind: Allocated pursuant to the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon the participant's retirement. Read SEC document |
| December 23, 2016 Filed Jan 3, 2017 19:47 UTC | AMETEK INC/ AME · Entity 3025 | GiftCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000143 · form4.xml · nonDerivative · entry 1 MONTGOMERY THOMAS M · CIK 0001667155 · SR. VP. - COMPTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,582 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.