Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | Director | May 06, 2025 | May 07, 2025 |
| ONEOK INC /NEW/OKE · Entity 3002 | Director | May 23, 2025 | May 28, 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.
Eaton Corp plc
Report date May 06, 2025 · Filed May 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 615 |
Reported balance
After 2025-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-06 · Grant · Acquired 615 · Balance 615 F1: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
F2: This field is not applicable.
ONEOK INC /NEW/
Report date May 23, 2025 · Filed May 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock-OKESEC Table II · derivative / convertible security | Direct | 14,745 |
Reported balance
After 2025-05-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-23 · Grant · Acquired 2,095 · Balance 14,745 F1: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio.
F2: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors.
F3: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement.
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 |
|---|---|---|---|---|---|---|
| May 23, 2025 Filed May 28, 2025 20:23 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPhantom Stock-OKE · Derivative | 2,095 | $81.14 | $169,988.30 |
DisclosureSEC source: 0001039684-25-000077 · wk-form4_1748463784.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,745 Underlying: Common Stock, par value $0.01 · 2,095 shares Expires not disclosed F1 · derivative.exercise_price: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2 · kind: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. F3 · derivative.expiration_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. Read SEC document |
| May 06, 2025 Filed May 7, 2025 20:13 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 615 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-045709 · tm2514397-8_4seq1.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615 Underlying: Ordinary Shares · 615 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| May 02, 2025 Filed May 5, 2025 19:08 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044662 · tm2514066-7_4seq1.xml · derivative · entry 3 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 546 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. F3 · shares: Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature. F1 · derivative.exercise_date: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors and vested in their entirety on the first anniversary of the date of grant. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| May 02, 2025 Filed May 5, 2025 19:08 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 132 | $295.28 | $38,976.96 |
DisclosureSEC source: 0001104659-25-044662 · tm2514066-7_4seq1.xml · nonDerivative · entry 2 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,006 Read SEC document |
| May 02, 2025 Filed May 5, 2025 19:08 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044662 · tm2514066-7_4seq1.xml · nonDerivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,138 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. F4 · balance_after: Shares have been adjusted to account for reinvested dividends. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:22 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPhantom Stock-OKE · Derivative | 2,082 | $81.66 | $170,016.12 |
DisclosureSEC source: 0001039684-24-000060 · wk-form4_1716582130.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,119 Underlying: Common Stock, par value $0.01 · 2,082 shares Expires not disclosed F1 · derivative.exercise_price: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2 · kind: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. F3 · derivative.expiration_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. Read SEC document |
| May 03, 2024 Filed May 7, 2024 21:31 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-058305 · tm2413817-6_4seq1.xml · derivative · entry 4 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540 Underlying: Ordinary Shares · 540 shares Expires not disclosed F4 · derivative.exercise_date: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| May 03, 2024 Filed May 7, 2024 21:31 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 1,051 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-058305 · tm2413817-6_4seq1.xml · derivative · entry 3 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 1,051 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. F3 · shares: Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature. F1 · derivative.exercise_date: The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors and vested in their entirety on the first anniversary of the date of grant. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| May 03, 2024 Filed May 7, 2024 21:31 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 253 | $319.59 | $80,856.27 |
DisclosureSEC source: 0001104659-24-058305 · tm2413817-6_4seq1.xml · nonDerivative · entry 2 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,589 Read SEC document |
| May 03, 2024 Filed May 7, 2024 21:31 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-058305 · tm2413817-6_4seq1.xml · nonDerivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,842 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 |
| May 24, 2023 Filed May 26, 2023 18:25 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPhantom Stock-OKE · Derivative | 2,562 | $58.54 | $149,979.48 |
DisclosureSEC source: 0001286450-23-000002 · edgardoc.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,499 Underlying: Common Stock, par value $.0.01 · 2,562 shares Expires not disclosed F1 · derivative.exercise_price: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2 · kind: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. F3 · derivative.expiration_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. Read SEC document |
| May 05, 2023 Filed May 8, 2023 18:20 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,035 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-057305 · tm2315052-7_4seq1.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,035 Underlying: Ordinary Shares · 1,035 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| May 25, 2022 Filed May 27, 2022 17:17 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPhantom Stock - OKE · Derivative | 2,303 | $65.14 | $150,017.42 |
DisclosureSEC source: 0001209191-22-032439 · doc4.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,540 Underlying: Common Stock, par value $0.01 · 2,303 shares Expires not disclosed F1 · derivative.exercise_price: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2 · kind: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. F3 · derivative.expiration_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 16:16 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-052254 · tm2213910-3_4seq1.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010 Underlying: Ordinary Shares · 1,010 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| May 26, 2021 Filed May 28, 2021 19:17 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPhantom Stock-OKE · Derivative | 2,571 | $52.51 | $135,003.21 |
DisclosureSEC source: 0001207562-21-000003 · edgardoc.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,984 Underlying: Common Stock, par value $.0.01 · 2,571 shares Expires not disclosed F1 · derivative.exercise_price: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2 · kind: Annual cash and/or stock retainer elected to be deferred to phantom stock under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. F3 · derivative.expiration_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 15:54 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,225 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-21-000041 · wf-form4_161428646536636.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225 Underlying: Ordinary Shares · 1,225 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 18:18 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPhantom Stock-OKE · Derivative | 1,361 | $41.31 | $56,222.91 |
DisclosureSEC source: 0001209191-20-063997 · doc4.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,361 Underlying: Common Stock, par value $0.01 · 1,361 shares Expires not disclosed F1 · derivative.exercise_price: Shares of phantom stock are convertible into Issuer common stock on a 1-for-1 ratio. F2 · kind: The reporting person was elected to the Issuer's Board of Directors on December 15, 2020. The shares reported are the annual stock retainer prorated for the period of December 2020 through April 2021 and elected to be deferred by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. F3 · derivative.expiration_date: Phantom stock is accrued under the Issuer's Deferred Compensation Plan for Non-Employee Directors and is settled in shares of Issuer common stock at the determination date or a designated date upon the reporting person's retirement. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 13:24 UTC | Eaton Corp plc ETN · Entity 2604 | SaleOrdinary Shares | 4,000 | $95.82 | $383,274.00 |
DisclosureSEC source: 0001551182-20-000150 · wf-form4_159180984722220.xml · nonDerivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791 Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 15:53 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-20-000071 · wf-form4_158275039093143.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540 Underlying: Ordinary Shares · 1,540 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 17:09 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 2,080 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-19-000087 · wf-form4_155139177122329.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,080 Underlying: Ordinary Shares · 2,080 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:47 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,805 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-18-000101 · wf-form4_151994082987123.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,805 Underlying: Ordinary Shares · 1,805 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: These restricted stock units have no expiration date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:15 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 2,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-17-000037 · wf-form4_148788453957674.xml · derivative · entry 1 SMITH GERALD B · CIK 0001207562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 Underlying: Ordinary Shares · 2,100 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest in their entirety upon the reporting person's retirement from the Eaton Corporation plc Board of Directors. F2 · derivative.expiration_date: These restricted stock units have no expiration date. 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.