Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | See Remarks below. | February 28, 2025 | March 04, 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 February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 725 |
Ending reported balance
After 2025-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-28 · Exercise / conversion · Acquired 214 · Balance 787 Row 2 · 2025-02-28 · Tax withholding · Disposed 62 · Balance 725 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 436 |
Reported balance
After 2025-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-28 · Exercise / conversion · Disposed 214 · Balance 436 F1: These restricted stock units were granted on February 28, 2024 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third 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: These restricted stock units were granted on February 28, 2024 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third 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.
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 28, 2025 Filed Mar 4, 2025 16:58 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 214 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-020389 · tm258265-8_4seq1.xml · derivative · entry 3 Sapp John · CIK 0002013965 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436 Underlying: Ordinary Shares · 214 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_date: These restricted stock units were granted on February 28, 2024 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third 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 |
| February 28, 2025 Filed Mar 4, 2025 16:58 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 62 | $289.09 | $17,923.58 |
DisclosureSEC source: 0001104659-25-020389 · tm258265-8_4seq1.xml · nonDerivative · entry 2 Sapp John · CIK 0002013965 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 725 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:58 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-020389 · tm258265-8_4seq1.xml · nonDerivative · entry 1 Sapp John · CIK 0002013965 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787 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 26, 2025 Filed Feb 28, 2025 19:37 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-019306 · tm257961-3_4seq1.xml · derivative · entry 2 Sapp John · CIK 0002013965 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620 Underlying: Ordinary Shares · 620 shares Expires not disclosed F2 · derivative.exercise_date: These restricted stock units were granted on February 26, 2025 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer. F3 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 19:37 UTC | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 1,950 | $0.00 Strike: $297.35 | $0.00 |
DisclosureSEC source: 0001104659-25-019306 · tm257961-3_4seq1.xml · derivative · entry 1 Sapp John · CIK 0002013965 · See Remarks below. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,950 Underlying: Ordinary Shares · 1,950 shares Expires 2035-02-26 F1 · derivative.exercise_date: These stock options become exercisable as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third anniversary of the grant date. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 16:16 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 843 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-000805 · tm2430421-9_4seq1.xml · derivative · entry 3 Sapp John · CIK 0002013965 · See Remarks below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,712 Underlying: Ordinary Shares · 843 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_date: These restricted stock units were granted on January 2, 2024 and vest as follows: 33% on the first and second anniversary of the grant date and the remaining 34% on the third 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 |
| January 02, 2025 Filed Jan 3, 2025 16:16 UTC | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 270 | $334.08 | $90,201.60 |
DisclosureSEC source: 0001104659-25-000805 · tm2430421-9_4seq1.xml · nonDerivative · entry 2 Sapp John · CIK 0002013965 · See Remarks below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573 Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 16:16 UTC | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-000805 · tm2430421-9_4seq1.xml · nonDerivative · entry 1 Sapp John · CIK 0002013965 · See Remarks below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 843 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.