Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Polaris Inc.PII · Entity 760 | CFO, EVP - Finance + Corp Dev | September 01, 2026 | September 02, 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.
Polaris Inc.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,515.25 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Exercise / conversion · Acquired 23 · Balance 80,515.25 F1: Pursuant to the Issuer's Supplemental Executive Retirement Plan ("SERP"), the reporting officer has elected to receive quarterly distributions of one share of common stock for each deferred stock unit held. F2: Each deferred stock unit represents the right to receive one (1) share of the Issuer's common stock upon the settlement of the units. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,706.75 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Exercise / conversion · Disposed 23 · Balance 2,706.75 F2: Each deferred stock unit represents the right to receive one (1) share of the Issuer's common stock upon the settlement of the units. F3: At the settlement date elected by the reporting officer under the SERP, the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Issuer's Supplemental Executive Retirement Plan ("SERP"), the reporting officer has elected to receive quarterly distributions of one share of common stock for each deferred stock unit held.
F2: Each deferred stock unit represents the right to receive one (1) share of the Issuer's common stock upon the settlement of the units.
F3: At the settlement date elected by the reporting officer under the SERP, the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day.
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 20, 2021 Filed Jan 21, 2021 22:08 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 2,500 | $116.97 | $292,425.00 |
DisclosureSEC source: 0001209191-21-004694 · doc4.xml · nonDerivative · entry 4 Mack Robert Paul · CIK 0001671123 · CFO, SVP-Corp Dev Pres-Adj Mrk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,573 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 22:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 5,000 | $84.58 | $422,900.00 |
DisclosureSEC source: 0001209191-21-004694 · doc4.xml · nonDerivative · entry 3 Mack Robert Paul · CIK 0001671123 · CFO, SVP-Corp Dev Pres-Adj Mrk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,073 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 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 22:08 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionCommon Stock | 2,750 | $89.39 | $245,822.50 |
DisclosureSEC source: 0001209191-21-004694 · doc4.xml · nonDerivative · entry 2 Mack Robert Paul · CIK 0001671123 · CFO, SVP-Corp Dev Pres-Adj Mrk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,073 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 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 22:08 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 3,000 | $113.00 | $339,000.00 |
DisclosureSEC source: 0001209191-21-004694 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · CFO, SVP-Corp Dev Pres-Adj Mrk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,323 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 22:30 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 3,000 | $107.00 | $321,000.00 |
DisclosureSEC source: 0001209191-21-003015 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · CFO, SVP-Corp Dev Pres-Adj Mrk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,323 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 22:51 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionDeferred Stock Units · Derivative | 2,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-005836 · doc4.xml · derivative · entry 3 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,642 Underlying: Common Stock · 2,189 shares Expires not disclosed 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_price: Each deferred stock unit represents the right to receive one share of the Issuer's common stock, and is received in exchange for one performance restricted stock unit upon the vesting of such performance restricted stock unit. F2 · price: Each deferred stock unit represents the right to receive one share of the Issuer's common stock, and is received in exchange for one performance restricted stock unit upon the vesting of such performance restricted stock unit. F3 · derivative.exercise_date: At the settlement date elected by the reporting officer under the Issuer's Supplemental/Retirement Savings Plan ("SERP"), the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day. F3 · derivative.expiration_date: At the settlement date elected by the reporting officer under the Issuer's Supplemental/Retirement Savings Plan ("SERP"), the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 22:51 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (right to buy) · Derivative | 22,769 | $0.00 Strike: $94.54 | $0.00 |
DisclosureSEC source: 0001209191-20-005836 · doc4.xml · derivative · entry 2 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,769 Underlying: Common Stock · 22,769 shares Expires 2030-01-29 F1 · derivative.exercise_date: The option vests in three equal installments on January 29, 2021, January 29, 2022, and January 29, 2023. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 22:51 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005836 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,323 Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 22:13 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 2,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026658 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,678 Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 21:30 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 9,121 | $84.43 | $770,086.03 |
DisclosureSEC source: 0001209191-19-022674 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,870 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 23:01 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Option (right to buy) · Derivative | 24,935 | $0.00 Strike: $84.58 | $0.00 |
DisclosureSEC source: 0001209191-19-006573 · doc4.xml · derivative · entry 3 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,935 Underlying: Common Stock · 24,935 shares Expires 2029-01-30 F3 · derivative.exercise_date: The option vests in three equal installments on January 30, 2020, January 30, 2021, and January 30, 2022. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 23:01 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionDeferred Stock Units · Derivative | 453 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-006573 · doc4.xml · derivative · entry 2 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453 Underlying: Common Stock · 453 shares Expires not disclosed 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 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of the Issuer's common stock, and is received in exchange for one performance restricted stock unit upon the vesting of such performance restricted stock unit. F1 · price: Each deferred stock unit represents the right to receive one share of the Issuer's common stock, and is received in exchange for one performance restricted stock unit upon the vesting of such performance restricted stock unit. F2 · derivative.exercise_date: At the settlement date elected by the reporting officer under the Issuer's Supplemental/Retirement Savings Plan ("SERP"), the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day. F2 · derivative.expiration_date: At the settlement date elected by the reporting officer under the Issuer's Supplemental/Retirement Savings Plan ("SERP"), the reporting officer is entitled to receive one share of common stock for each deferred stock unit held. The deferred stock units may be transferred into an alternative investment account in the SERP after a period of six months and one day. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:38 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 762 | $125.51 | $95,634.81 |
DisclosureSEC source: 0001209191-18-036981 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,991 Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 18:08 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 738 | $114.59 | $84,567.42 |
DisclosureSEC source: 0001209191-18-022741 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,753 F1 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting of restricted stock award. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 17:51 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Option (right to buy) · Derivative | 17,313 | $0.00 Strike: $113.01 | $0.00 |
DisclosureSEC source: 0001209191-18-006665 · doc4.xml · derivative · entry 2 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,313 Underlying: Common Stock · 17,313 shares Expires 2028-01-31 F1 · derivative.exercise_date: The option vests in three equal installments on January 31, 2019, January 31, 2020, and January 31, 2021. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 17:51 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock | 1,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006665 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,491 Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 19:41 UTC | Polaris Inc. PII · Entity 760 | SaleCommon Stock | 996 | $127.01 | $126,501.96 |
DisclosureSEC source: 0001209191-17-063805 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,500 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:11 UTC | Polaris Inc. PII · Entity 760 | Tax withholdingCommon Stock | 504 | $83.80 | $42,235.20 |
DisclosureSEC source: 0001209191-17-024592 · doc4.xml · nonDerivative · entry 1 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,496 Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 22:54 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (Right to Buy) · Derivative | 32,218 | $0.00 Strike: $89.39 | $0.00 |
DisclosureSEC source: 0001209191-17-005980 · doc4.xml · derivative · entry 2 Mack Robert Paul · CIK 0001671123 · SVP-Corp Dev & Pres-Adj Market 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,218 Underlying: Common Stock · 32,218 shares Expires 2027-01-25 F1 · derivative.exercise_date: The option vests in two equal installments on January 25, 2019 and January 25, 2021. 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.