Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crane NXT, Co.CXT · Entity 4275 | Senior Vice President | August 23, 2024 | August 27, 2024 |
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.
Crane NXT, Co.
Report date August 23, 2024 · Filed August 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-08-23 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2024-08-23 · Exercise / conversion · Acquired 11,325 · Balance 11,325 Row 2 · 2024-08-23 · Exercise / conversion · Acquired 9,975 · Balance 21,300 Row 3 · 2024-08-23 · Exercise / conversion · Acquired 3,560 · Balance 24,860 Row 4 · 2024-08-23 · Exercise / conversion · Acquired 3,233 · Balance 28,093 Row 5 · 2024-08-23 · Exercise / conversion · Acquired 1,250 · Balance 29,343 Row 6 · 2024-08-23 · Exercise / conversion · Acquired 956 · Balance 30,299 Row 7 · 2024-08-23 · Sale · Disposed 30,299 · Balance 0 F1: Weighted average price at which shares were sold at prices ranging from $58.00 to $58.72. The reporting person undertakes to provide, upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.74 · Expires 2027-01-30 | Direct | 0 |
Reported balance
After 2024-08-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2024-08-23 · Exercise / conversion · Disposed 11,325 · Balance 0 F2: The options were granted 1/30/2017 with a ten-year term and vest 25% each year over four years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.71 · Expires 2029-01-28 | Direct | 0 |
Reported balance
After 2024-08-23 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-08-23 · Exercise / conversion · Disposed 9,975 · Balance 0 F3: The options were granted 1/28/2019 with a ten-year term and vest 25% each year over four years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.38 · Expires 2030-01-27 | Direct | 0 |
Reported balance
After 2024-08-23 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-08-23 · Exercise / conversion · Disposed 3,560 · Balance 0 F4: The options were granted 1/27/2020 with a ten-year term and vest 25% each year over four years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.50 · Expires 2031-01-25 | Direct | 1,952 |
Reported balance
After 2024-08-23 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-08-23 · Exercise / conversion · Disposed 3,233 · Balance 1,952 F5: The options were granted 1/25/2021 with a ten-year term and vest 25% each year over four years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.19 · Expires 2032-02-07 | Direct | 2,499 |
Reported balance
After 2024-08-23 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-08-23 · Exercise / conversion · Disposed 1,250 · Balance 2,499 F6: The options were granted 2/7/2022 with a ten-year term and vest 25% each year over four years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.94 · Expires 2033-02-06 | Direct | 2,870 |
Reported balance
After 2024-08-23 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-08-23 · Exercise / conversion · Disposed 956 · Balance 2,870 F7: The options were granted 2/6/2023 with a ten-year term and vest 25% each year over four years. |
| COMMON STOCKSEC Table I · non-derivative | Indirect401(k) | 1,458 |
Reported balance
Holding disclosure · report date 2024-08-23 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,458 |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy Kurt Gallo Living Trust | 34,132 |
Reported balance
Holding disclosure · report date 2024-08-23 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 34,132 |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price at which shares were sold at prices ranging from $58.00 to $58.72. The reporting person undertakes to provide, upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: The options were granted 1/30/2017 with a ten-year term and vest 25% each year over four years.
F3: The options were granted 1/28/2019 with a ten-year term and vest 25% each year over four years.
F4: The options were granted 1/27/2020 with a ten-year term and vest 25% each year over four years.
F5: The options were granted 1/25/2021 with a ten-year term and vest 25% each year over four years.
F6: The options were granted 2/7/2022 with a ten-year term and vest 25% each year over four years.
F7: The options were granted 2/6/2023 with a ten-year term and vest 25% each year over four years.
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 28, 2020 Filed Jan 30, 2020 22:48 UTC | Crane NXT, Co. CR · Entity 4275 | Tax withholdingCRANE CO. COMMON, PAR VALUE $1.00 | 59 | $85.39 | $5,038.01 |
DisclosureSEC source: 0000025445-20-000032 · wf-form4_158042447456930.xml · nonDerivative · entry 2 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,865 F1 · shares: On January 28, 2020, 213 Restricted Share Units, each of which represent the right to receive one share of Crane Co. Common Stock, previously reported as beneficially owned by the reporting person, vested due to the passage of time, and 59 shares were withheld to pay taxes on the resulting gain, resulting in a net issuance of 154 shares of Crane Co. Common Stock. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 22:48 UTC | Crane NXT, Co. CR · Entity 4275 | Exercise / conversionCRANE CO. COMMON, PAR VALUE $1.00 | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-20-000032 · wf-form4_158042447456930.xml · nonDerivative · entry 1 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,924 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: On January 28, 2020, 213 Restricted Share Units, each of which represent the right to receive one share of Crane Co. Common Stock, previously reported as beneficially owned by the reporting person, vested due to the passage of time, and 59 shares were withheld to pay taxes on the resulting gain, resulting in a net issuance of 154 shares of Crane Co. Common Stock. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Grant2020 Performance-Based Restricted Share Unit · Derivative | 3,888 | $0.00 Strike: $83.58 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · derivative · entry 9 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,888 Underlying: CRANE CO. COMMON, PAR VALUE $1.00 · 3,888 shares Expires not disclosed F9 · derivative.exercise_price: Each 2020 Performance-Based RSU represents a contingent right to receive a number of shares of Crane Co. common stock between zero and 2.00, depending upon the Total Shareholder Return of Crane Co.'s common stock compared to that of the companies in the S&P MidCap 400 Capital Goods Group during the period beginning January 1, 2020 and ending December 31, 2022. F10 · derivative.exercise_date: Assuming the performance conditions specified in footnote 9 are met, the Performance-Based RSUs will vest on December 31, 2022, if the recipient remains employed by the Company; or has died or become permanently disabled; or has retired at age 65 (or age 62 with ten years of service) subject to a non-competition condition. In the event of a change in control of the Company, the vesting percentage would be determined as of the date of the change in control, although the date of vesting would remain December 31, 2022. F10 · derivative.expiration_date: Assuming the performance conditions specified in footnote 9 are met, the Performance-Based RSUs will vest on December 31, 2022, if the recipient remains employed by the Company; or has died or become permanently disabled; or has retired at age 65 (or age 62 with ten years of service) subject to a non-competition condition. In the event of a change in control of the Company, the vesting percentage would be determined as of the date of the change in control, although the date of vesting would remain December 31, 2022. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,237 | $0.00 Strike: $83.58 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · derivative · entry 8 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,237 Underlying: CRANE CO. COMMON, PAR VALUE $1.00 · 14,237 shares Expires 2030-01-27 F8 · derivative.exercise_date: Options become exercisable 25% on the first anniversary, 50% on the second anniversary, 75% on the third anniversary and 100% on the fourth anniversary of the date of grant. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Exercise / conversion2017 Performance-Based Restricted Share Unit · Derivative | 2,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · derivative · entry 7 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: CRANE CO. COMMON, PAR VALUE $1.00 · 2,625 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 2017 Performance-Based RSU granted in January 2017 represented a contingent right to receive a number of shares of Crane Co. Common Stock between zero and 1.75 to be determined with reference to the Total Shareholder Return of Crane Co.'s Common Stock compared to that of companies in the S&P MidCap 400 Capital Goods Group during the period beginning January 1, 2017 and ending December 31, 2019. On January 27, 2020, each Performance-Based RSU was converted to the right to receive .613 shares of Common Stock. F2 · derivative.exercise_date: Each 2017 Performance-Based RSU granted in January 2017 represented a contingent right to receive a number of shares of Crane Co. Common Stock between zero and 1.75 to be determined with reference to the Total Shareholder Return of Crane Co.'s Common Stock compared to that of companies in the S&P MidCap 400 Capital Goods Group during the period beginning January 1, 2017 and ending December 31, 2019. On January 27, 2020, each Performance-Based RSU was converted to the right to receive .613 shares of Common Stock. F2 · derivative.expiration_date: Each 2017 Performance-Based RSU granted in January 2017 represented a contingent right to receive a number of shares of Crane Co. Common Stock between zero and 1.75 to be determined with reference to the Total Shareholder Return of Crane Co.'s Common Stock compared to that of companies in the S&P MidCap 400 Capital Goods Group during the period beginning January 1, 2017 and ending December 31, 2019. On January 27, 2020, each Performance-Based RSU was converted to the right to receive .613 shares of Common Stock. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | GrantRestricted Share Unit · Derivative | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · derivative · entry 6 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,318 Underlying: CRANE CO. COMMON, PAR VALUE $1.00 · 1,167 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Share Unit represents the right to receive one share of Crane Co. Common Stock if the recipient remains employed by the Company upon expiration of the time-based restrictions, or upon retirement, death, permanent disability, or in the event of a change in control of the Company. F7 · derivative.exercise_date: 25% of the Restricted Share Units granted will be converted into shares of Common Stock on each of the first, second, third and fourth anniversaries of the grant date (January 27, 2020), provided the recipient remains employed by the Company, or retires after age 65, or after age 62 with ten years of service; all Restricted Share Units will be converted into shares of Common Stock upon death or permanent disability, or if employment is involuntarily terminated within two years after a change in control of the Company. F6 · derivative.expiration_date: A Restricted Share Unit is forfeited if the recipient resigns, or employment is terminated, before it has been converted to Common Stock. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Tax withholdingCRANE CO. COMMON, PAR VALUE $1.00 | 482 | $83.58 | $40,285.56 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · nonDerivative · entry 4 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711 F3 · shares: 2,625 Performance-Based RSUs granted in January 2017 were converted on January 27, 2020 into the right to receive 1,609 shares of Common Stock. 482 shares were surrendered to pay taxes on the resulting gain, resulting in a net issuance of 1,127 shares. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Exercise / conversionCRANE CO. COMMON, PAR VALUE $1.00 | 1,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · nonDerivative · entry 3 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,193 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 · shares: Each 2017 Performance-Based RSU granted in January 2017 represented a contingent right to receive a number of shares of Crane Co. Common Stock between zero and 1.75 to be determined with reference to the Total Shareholder Return of Crane Co.'s Common Stock compared to that of companies in the S&P MidCap 400 Capital Goods Group during the period beginning January 1, 2017 and ending December 31, 2019. On January 27, 2020, each Performance-Based RSU was converted to the right to receive .613 shares of Common Stock. Read SEC document |
| January 25, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Exercise / conversionRestricted Share Unit · Derivative | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · derivative · entry 5 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,151 Underlying: CRANE CO. COMMON, PAR VALUE $1.00 · 362 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. F4 · derivative.exercise_price: Each Restricted Share Unit represents the right to receive one share of Crane Co. Common Stock if the recipient remains employed by the Company upon expiration of the time-based restrictions, or upon retirement, death, permanent disability, or in the event of a change in control of the Company. F1 · shares: On January 25, 2020, 362 Restricted Share Units, each of which represent the right to receive one share of Crane Co. Common Stock, previously reported as beneficially owned by the reporting person, vested due to the passage of time, and 119 shares were withheld to pay taxes on the resulting gain, resulting in a net issuance of 243 shares of Crane Co. Common Stock. F5 · derivative.exercise_date: 25% of the Restricted Share Units granted will be converted into shares of Common Stock on each of the first, second, third and fourth anniversaries of the grant date (January 25, 2016), provided the recipient remains employed by the Company; all Restricted Share Units will be converted into shares of Common Stock upon retirement, death, permanent disability, or in the event of a change in control of the Company. F6 · derivative.expiration_date: A Restricted Share Unit is forfeited if the recipient resigns, or employment is terminated, before it has been converted to Common Stock. Read SEC document |
| January 25, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Tax withholdingCRANE CO. COMMON, PAR VALUE $1.00 | 119 | $85.52 | $10,176.88 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · nonDerivative · entry 2 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584 F1 · shares: On January 25, 2020, 362 Restricted Share Units, each of which represent the right to receive one share of Crane Co. Common Stock, previously reported as beneficially owned by the reporting person, vested due to the passage of time, and 119 shares were withheld to pay taxes on the resulting gain, resulting in a net issuance of 243 shares of Crane Co. Common Stock. Read SEC document |
| January 25, 2020 Filed Jan 29, 2020 23:32 UTC | Crane NXT, Co. CR · Entity 4275 | Exercise / conversionCRANE CO. COMMON, PAR VALUE $1.00 | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0000025445-20-000014 · wf-form4_158034076212423.xml · nonDerivative · entry 1 Gallo Kurt F. · CIK 0001772908 · Sr. VP, Payment & Merch. Tech. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703 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: On January 25, 2020, 362 Restricted Share Units, each of which represent the right to receive one share of Crane Co. Common Stock, previously reported as beneficially owned by the reporting person, vested due to the passage of time, and 119 shares were withheld to pay taxes on the resulting gain, resulting in a net issuance of 243 shares of Crane Co. Common Stock. 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.