Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENTAIR plcPNR · Entity 3537 | EVP, CSO, GC & Secretary | February 24, 2025 | February 26, 2025 |
| SUPERVALU INCSVU · Entity 162831 | EVP General Counsel | May 16, 2017 | May 17, 2017 |
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.
PENTAIR plc
Report date February 24, 2025 · Filed February 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 65,557 |
Reported balance
After 2025-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-24 · Grant · Acquired 7,340 · Balance 65,557 F1: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2024. The Compensation Committee certified the achievement of the performance goals on February 24, 2025. |
| Common SharesSEC Table I · non-derivative | Direct | 62,322 |
Reported balance
After 2025-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-24 · Tax withholding · Disposed 2,160 · Balance 62,322 F2: Shares surrendered to pay taxes applicable to settlement of performance share units. F3: End-of-period holdings reflect the deferral of vested performance share units. |
| Common Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 7,083.054 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,083.054 F4: 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). |
| Common Shares - Deferral PlanSEC Table I · non-derivative | IndirectPlan Agent | 4,800.019 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,800.019 F3: End-of-period holdings reflect the deferral of vested performance share units. F4: 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). F5: Pentair plc shares will be delivered to the reporting person in accordance with their irrevocable deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2024. The Compensation Committee certified the achievement of the performance goals on February 24, 2025.
F2: Shares surrendered to pay taxes applicable to settlement of performance share units.
F3: End-of-period holdings reflect the deferral of vested performance share units.
F4: 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).
F5: Pentair plc shares will be delivered to the reporting person in accordance with their irrevocable deferral election.
SUPERVALU INC
Report date May 16, 2017 · Filed May 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,305 |
Ending reported balance
After 2017-05-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-16 · Exercise / conversion · Acquired 4,950 · Balance 43,969 F1: Shares of SUPERVALU common stock acquired upon the vesting and conversion of an equal number of restricted stock units. Row 2 · 2017-05-16 · Tax withholding · Disposed 1,664 · Balance 42,305 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 93,224 |
Reported balance
After 2017-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-16 · Exercise / conversion · Disposed 4,950 · Balance 93,224 F2: Each stock unit represents a contingent right to receive one share of SUPERVALU common stock. F3: The restricted stock units will vest and be converted into shares of SUPERVALU common stock on a 1 for 1 basis as to 34%, 33% and 33% of the units on the first three anniversaries of the May 16, 2014 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of SUPERVALU common stock acquired upon the vesting and conversion of an equal number of restricted stock units.
F2: Each stock unit represents a contingent right to receive one share of SUPERVALU common stock.
F3: The restricted stock units will vest and be converted into shares of SUPERVALU common stock on a 1 for 1 basis as to 34%, 33% and 33% of the units on the first three anniversaries of the May 16, 2014 grant date.
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 24, 2025 Filed Feb 26, 2025 22:30 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 2,160 | $92.62 | $200,059.20 |
DisclosureSEC source: 0000897069-25-000405 · form4.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, CSO, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,322 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F3 · balance_after: End-of-period holdings reflect the deferral of vested performance share units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:30 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000405 · form4.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, CSO, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,557 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2024. The Compensation Committee certified the achievement of the performance goals on February 24, 2025. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:03 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 966 | $101.06 | $97,623.96 |
DisclosureSEC source: 0000897069-25-000089 · form4.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, CSO, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,217 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · 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 22:42 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 7,317 | $0.00 Strike: $100.40 | $0.00 |
DisclosureSEC source: 0000897069-25-000049 · form4.xml · derivative · entry 4 Robertson Karla C · CIK 0001574044 · EVP, CSO, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,317 Underlying: Common Shares · 7,317 shares Expires 2035-01-02 F6 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:42 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 454 | $100.40 | $45,581.60 |
DisclosureSEC source: 0000897069-25-000049 · form4.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, CSO, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,451 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 22:42 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 2,677 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000049 · form4.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, CSO, GC & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,092.09 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 |
| February 20, 2024 Filed Feb 21, 2024 22:21 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 5,571 | $74.61 | $415,652.31 |
DisclosureSEC source: 0000897069-24-000470 · form4.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,773 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F3 · balance_after: End-of-period holdings reflect the deferral of vested performance share units. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:21 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 15,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000470 · form4.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,880 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2023. The Compensation Committee certified the achievement of the performance goals on February 19, 2024. Read SEC document |
| January 04, 2024 Filed Jan 5, 2024 22:28 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 521 | $68.93 | $35,912.53 |
DisclosureSEC source: 0000897069-24-000143 · form4.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,154 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · 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 00:55 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 1,056 | $68.28 | $72,103.68 |
DisclosureSEC source: 0000897069-24-000080 · form4.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,153 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 00:55 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 10,848 | $0.00 Strike: $70.92 | $0.00 |
DisclosureSEC source: 0000897069-24-000080 · form4.xml · derivative · entry 4 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,848 Underlying: Common Shares · 10,848 shares Expires 2034-01-02 F6 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:55 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,701 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000080 · form4.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,086.707 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 |
| February 21, 2023 Filed Feb 22, 2023 23:23 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 4,983 | $54.72 | $272,669.76 |
DisclosureSEC source: 0001567619-23-003559 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,513 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:23 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 14,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003559 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,496 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2022. The Compensation Committee certified the achievement of the performance goals on February 20, 2023. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:15 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 567 | $46.70 | $26,478.90 |
DisclosureSEC source: 0001567619-23-000682 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,926 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · 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 5, 2023 00:56 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 18,667 | $0.00 Strike: $45.20 | $0.00 |
DisclosureSEC source: 0001567619-23-000378 · doc1.xml · derivative · entry 5 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,667 Underlying: Common Shares · 18,667 shares Expires 2033-01-03 F6 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F7 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:56 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 5,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000378 · doc1.xml · nonDerivative · entry 3 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,739.521 F3 · 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 reflect the vesting of restricted stock units that were previously reported. F4 · 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 |
| January 03, 2023 Filed Jan 5, 2023 00:56 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 402 | $45.20 | $18,170.40 |
DisclosureSEC source: 0001567619-23-000378 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,996 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2023 Filed Jan 5, 2023 00:56 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 515 | $45.20 | $23,278.00 |
DisclosureSEC source: 0001567619-23-000378 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,396 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 23:28 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 4,149 | $56.37 | $233,879.13 |
DisclosureSEC source: 0001567619-22-005418 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,609 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. F3 · balance_after: End-of-period holdings reflect the deferral of vested performance share units. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 23:28 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 13,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005418 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,064 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2021. The Compensation Committee certified the achievement of the performance goals on February 21, 2022. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:40 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 504 | $71.86 | $36,217.44 |
DisclosureSEC source: 0001567619-22-000791 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,688 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:17 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 11,964 | $0.00 Strike: $70.99 | $0.00 |
DisclosureSEC source: 0001567619-22-000374 · doc1.xml · derivative · entry 3 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,964 Underlying: Common Shares · 11,964 shares Expires 2032-01-03 F5 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F6 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:17 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000374 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,977.988 F3 · 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 reflect the vesting of restricted stock units that were previously reported. F4 · 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 |
| January 02, 2022 Filed Jan 4, 2022 23:17 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 1,096 | $70.99 | $77,805.04 |
DisclosureSEC source: 0001567619-22-000374 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,720 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| December 04, 2021 Filed Dec 7, 2021 21:09 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 10,679 | $73.45 | $784,372.55 |
DisclosureSEC source: 0001567619-21-021703 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,914 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 03, 2021 Filed May 5, 2021 21:10 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 610 | $65.35 | $39,863.50 |
DisclosureSEC source: 0001567619-21-009137 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,889 F1 · kind: Shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:29 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 3,069 | $54.82 | $168,242.58 |
DisclosureSEC source: 0001567619-21-004255 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,260 F2 · kind: Shares surrendered to pay taxes applicable to settlement of performance share units. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:29 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares | 8,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004255 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,329 F1 · kind: Reflects the settlement of performance share units in shares earned for the performance period ended December 31, 2020. The Compensation Committee certified the achievement of the performance goals on February 15, 2021. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:27 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 18,053 | $0.00 Strike: $51.53 | $0.00 |
DisclosureSEC source: 0001567619-21-000658 · doc1.xml · derivative · entry 3 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,053 Underlying: Common Shares · 18,053 shares Expires 2031-01-04 F4 · kind: Employee stock option granted under the Pentair plc 2020 Share and Incentive Plan. F5 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:27 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 1,138 | $51.53 | $58,641.14 |
DisclosureSEC source: 0001567619-21-000658 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,358 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:27 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 4,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000658 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, GC, Secretary & CSRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,513 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 reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:13 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 424 | $34.48 | $14,619.52 |
DisclosureSEC source: 0001567619-20-009154 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,595 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:43 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 18,217 | $0.00 Strike: $46.42 | $0.00 |
DisclosureSEC source: 0001567619-20-000637 · doc1.xml · derivative · entry 3 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,217 Underlying: Common Shares · 18,217 shares Expires 2030-01-02 F4 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F5 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:43 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 632 | $46.42 | $29,337.44 |
DisclosureSEC source: 0001567619-20-000637 · doc1.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 F3 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:43 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000637 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,286 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock 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 reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| May 02, 2019 Filed May 6, 2019 21:26 UTC | PENTAIR plc PNR · Entity 3537 | Tax withholdingCommon Shares | 424 | $38.99 | $16,531.76 |
DisclosureSEC source: 0001567619-19-009901 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:03 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 21,154 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001567619-19-000587 · doc1.xml · derivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,154 Underlying: Common Shares · 21,154 shares Expires 2029-01-02 F2 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F3 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:03 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 4,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000587 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,218 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:29 UTC | PENTAIR plc PNR · Entity 3537 | GrantEmployee Stock Option (right to buy) · Derivative | 15,457 | $0.00 Strike: $45.42 | $0.00 |
DisclosureSEC source: 0001140361-18-021830 · doc1.xml · derivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,457 Underlying: Common Shares · 15,457 shares Expires 2028-05-02 F3 · kind: Employee stock option granted under the Pentair plc 2012 Stock and Incentive Plan. F4 · derivative.exercise_date: One-third of the stock options become exercisable on the first, second and third anniversary of the grant. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:29 UTC | PENTAIR plc PNR · Entity 3537 | GrantCommon Shares - Restricted Stock Units | 3,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-021830 · doc1.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,419 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the Pentair plc 2012 Stock and Incentive Plan. Each restricted stock unit represents a right to receive one Pentair plc share upon vesting. F2 · balance_after: The number of restricted stock units was adjusted to increase by 7,245 shares in connection with the spin-off of nVent Electric plc from Pentair plc on April 30, 2018 pursuant to the anti-dilution provisions of the Pentair plc 2012 Stock and Incentive Plan. Read SEC document |
| May 16, 2017 Filed May 17, 2017 12:37 UTC | SUPERVALU INC SVU · Entity 162831 | Exercise / conversionRestricted Stock Units · Derivative | 4,950 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000095521-17-000069 · edgardoc.xml · derivative · entry 3 Robertson Karla C · CIK 0001574044 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,224 Underlying: Common Stock · 4,950 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 stock unit represents a contingent right to receive one share of SUPERVALU common stock. F3 · derivative.exercise_date: The restricted stock units will vest and be converted into shares of SUPERVALU common stock on a 1 for 1 basis as to 34%, 33% and 33% of the units on the first three anniversaries of the May 16, 2014 grant date. F3 · derivative.expiration_date: The restricted stock units will vest and be converted into shares of SUPERVALU common stock on a 1 for 1 basis as to 34%, 33% and 33% of the units on the first three anniversaries of the May 16, 2014 grant date. Read SEC document |
| May 16, 2017 Filed May 17, 2017 12:37 UTC | SUPERVALU INC SVU · Entity 162831 | Tax withholdingCommon Stock | 1,664 | $3.83 | $6,373.12 |
DisclosureSEC source: 0000095521-17-000069 · edgardoc.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,305 Read SEC document |
| May 16, 2017 Filed May 17, 2017 12:37 UTC | SUPERVALU INC SVU · Entity 162831 | Exercise / conversionCommon Stock | 4,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000095521-17-000069 · edgardoc.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,969 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 · price: Shares of SUPERVALU common stock acquired upon the vesting and conversion of an equal number of restricted stock units. Read SEC document |
| April 30, 2017 Filed May 1, 2017 18:02 UTC | SUPERVALU INC SVU · Entity 162831 | Tax withholdingCommon Stock | 3,439 | $4.10 | $14,099.90 |
DisclosureSEC source: 0000095521-17-000056 · edgardoc.xml · nonDerivative · entry 3 Robertson Karla C · CIK 0001574044 · EVP Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,019 Read SEC document |
| April 28, 2017 Filed May 1, 2017 18:02 UTC | SUPERVALU INC SVU · Entity 162831 | Exercise / conversionRestricted Stock Units · Derivative | 9,420 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000095521-17-000056 · edgardoc.xml · derivative · entry 4 Robertson Karla C · CIK 0001574044 · EVP Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,174 Underlying: Common Stock · 9,420 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 stock unit represents a contingent right to receive a share of SUPERVALU common stock. F3 · derivative.exercise_date: The restricted stock units will vest and be converted into shares of SUPERVALU common stock on a 1 for 1 basis as to 34%, 33% and 33% of the units on the first three anniversaries of the April 28, 2016 grant date. F3 · derivative.expiration_date: The restricted stock units will vest and be converted into shares of SUPERVALU common stock on a 1 for 1 basis as to 34%, 33% and 33% of the units on the first three anniversaries of the April 28, 2016 grant date. Read SEC document |
| April 28, 2017 Filed May 1, 2017 18:02 UTC | SUPERVALU INC SVU · Entity 162831 | Tax withholdingCommon Stock | 3,081 | $4.10 | $12,632.10 |
DisclosureSEC source: 0000095521-17-000056 · edgardoc.xml · nonDerivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,458 Read SEC document |
| April 28, 2017 Filed May 1, 2017 18:02 UTC | SUPERVALU INC SVU · Entity 162831 | Exercise / conversionCommon Stock | 9,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000095521-17-000056 · edgardoc.xml · nonDerivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,539 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 · price: Shares of SUPERVALU common stock acquired upon the vesting and conversion of an equal number of restricted stock units. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 14:00 UTC | SUPERVALU INC SVU · Entity 162831 | GrantRestricted Stock Units · Derivative | 74,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000095521-17-000040 · edgardoc.xml · derivative · entry 2 Robertson Karla C · CIK 0001574044 · EVP Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,594 Underlying: Common Stock · 74,940 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a contingent right to receive one share of SUPERVALU common stock. F3 · derivative.exercise_date: The units will be converted into shares of SUPERVALU common stock pro rata on the first three anniversaries of the grant date. F3 · derivative.expiration_date: The units will be converted into shares of SUPERVALU common stock pro rata on the first three anniversaries of the grant date. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 14:00 UTC | SUPERVALU INC SVU · Entity 162831 | GrantPerformance Shares · Derivative | 74,281 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000095521-17-000040 · edgardoc.xml · derivative · entry 1 Robertson Karla C · CIK 0001574044 · EVP Gen Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,985 Underlying: Common Stock · 74,281 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a contingent right to receive one share of SUPERVALU common stock. F2 · derivative.exercise_date: The units will be converted into shares of SUPERVALU common stock on the third anniversary of the grant date if SUPERVALU achieves a certain total shareholder return goal. F2 · derivative.expiration_date: The units will be converted into shares of SUPERVALU common stock on the third anniversary of the grant date if SUPERVALU achieves a certain total shareholder return goal. 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.