Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Adient plcADNT · Entity 4713 | Director | March 12, 2024 | March 14, 2024 |
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | EVP-Chief Financial Officer | March 29, 2022 | March 30, 2022 |
| Vestis CorpVSTS · Entity 1759 | EVP and CFO | January 06, 2025 | January 08, 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.
Adient plc
Report date March 12, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 14,643 |
Reported balance
After 2024-03-12 transaction · row 1
1 source rowRow 1 · 2024-03-12 · Grant · Acquired 4,207 · Balance 14,643 F1: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan.
ENERPAC TOOL GROUP CORP
Report date March 29, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 84,109 |
Reported balance
After 2022-03-29 transaction · row 1
1 source rowRow 1 · 2022-03-29 · Sale · Disposed 8,955 · Balance 84,109 F1: The purchase price is a weighted average price. These shares were sold in multiple transactions ranging from $22.385 to $22.485, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the securities and exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Class A Common StockSEC Table I · non-derivative | Indirect401(k) | 1,152 |
Reported balance
Holding disclosure · report date 2022-03-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,152 |
Filing footnotes · ownership attribution and instrument terms
F1: The purchase price is a weighted average price. These shares were sold in multiple transactions ranging from $22.385 to $22.485, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the securities and exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range.
Vestis Corp
Report date January 06, 2025 · Filed January 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 66,869.832 |
Reported balance
After 2025-01-06 transaction · row 1
1 source rowRow 1 · 2025-01-06 · Grant · Acquired 79.858 · Balance 66,869.832 F1: Represents accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional restricted stock units vest and settle on the same schedules as the underlying awards to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional restricted stock units vest and settle on the same schedules as the underlying awards to which they relate.
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 |
|---|---|---|---|---|---|---|
| November 05, 2019 Filed Dec 5, 2019 22:04 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | SaleClass A Common Stock | 2,432 | $25.89 | $62,962.53 |
DisclosureSEC source: 0001593968-19-002295 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,841 F1 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.69 to $26.28. The undersigned undertakes to provide Actuant Corporation ("Actuant"), any security holder of Actuant or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| October 29, 2019 Filed Nov 1, 2019 01:18 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,150 | $24.80 | $28,520.00 |
DisclosureSEC source: 0001593968-19-002049 · primary_01.xml · nonDerivative · entry 2 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,273 Read SEC document |
| October 29, 2019 Filed Nov 1, 2019 01:18 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,582 | $24.80 | $88,833.60 |
DisclosureSEC source: 0001593968-19-002049 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,423 Read SEC document |
| October 14, 2019 Filed Oct 17, 2020 00:25 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantPhantom Stock · Derivative | 2 | $21.47 | $42.94 |
DisclosureSEC source: 0001593968-20-002066 · primary_01.xml · derivative · entry 3 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 806 Underlying: Class A Common Stock · 2 shares Expires not disclosed F4 · security: Pursuant to the Issuer's Deferred Compensation Plan ("the Plan"), the phantom stock units are settled in stock generally following termination of employment. F5 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F2 · shares: The balances are as of the last transaction date reported in the Form 4. F6 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights. F7 · derivative.exercise_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the termination of employment. F7 · derivative.expiration_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the termination of employment. F8 · balance_after: Balance includes phantom stock previously acquired under the Plan and previously reported in Table I. F2 · balance_after: The balances are as of the last transaction date reported in the Form 4. Read SEC document |
| October 14, 2019 Filed Oct 17, 2020 00:25 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | PurchaseClass A Common Stock | 37.32 | $21.47 | $801.26 |
DisclosureSEC source: 0001593968-20-002066 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,878 F1 · kind: Acquisition of shares pursuant to an automatic dividend reinvestment feature of a brokerage account maintained by the Reporting Person. The Reporting Person has made a payment of $179.51 to the Issuer as disgorgement of the profit under Section 16(b) of the Securities Exchange Act of 1934, as amended, with respect to the acquisition of such shares of Class A Common Stock and the highest price per share ($26.28) received in a non-exempt sale transaction of shares of Class A Common Stock effected by the Reporting Person within six months before or after the date of such acquisition. F2 · balance_after: The balances are as of the last transaction date reported in the Form 4. Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 11:02 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 1,211 | $22.11 | $26,775.21 |
DisclosureSEC source: 0001593968-19-000253 · primary_01.xml · nonDerivative · entry 2 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,841 Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 11:02 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 12,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-19-000253 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,052 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 16, 2019 Filed Jan 19, 2019 01:21 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 889 | $22.00 | $19,558.00 |
DisclosureSEC source: 0001593968-19-000174 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,614 Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 21:11 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common | 3,562 | $20.85 | $74,267.70 |
DisclosureSEC source: 0001593968-18-001644 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,503 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 23:10 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 10,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000220 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,065 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 20:33 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 960 | $25.55 | $24,528.00 |
DisclosureSEC source: 0001593968-18-000158 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,549 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 17:02 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | Tax withholdingClass A Common Stock | 3,897 | $25.00 | $97,425.00 |
DisclosureSEC source: 0001179110-17-015930 · edgar.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,509 Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:26 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantEmployee Stock Option (Right to Buy) · Derivative | 16,090 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001179110-17-001086 · edgar.xml · derivative · entry 2 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,090 Underlying: Class A Common Stock · 16,090 shares Expires 2027-01-16 F3 · security: Option granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F4 · derivative.exercise_date: Fifty percent of the option becomes exercisable on 01/16/2020 and the balance becomes exercisable on 01/16/2022. Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:26 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 7,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001086 · edgar.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,406 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not applicable. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:34 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,980 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001179110-16-033557 · edgar.xml · derivative · entry 2 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,980 Underlying: Class A Common Stock · 18,980 shares Expires 2016-12-27 F3 · security: Option granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F4 · derivative.exercise_date: Fifty percent of the option becomes exercisable on 12/27/2019 and the balance becomes exercisable on 12/27/2021. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 21:34 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 22,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-033557 · edgar.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,263 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not applicable. 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.