Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWSERVE CORPFLS · Entity 3541 | Director | May 16, 2024 | May 17, 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.
FLOWSERVE CORP
Report date May 16, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 51,283 |
Reported balance
After 2024-05-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-16 · Grant · Acquired 3,210 · Balance 51,283 F1: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan.
F2: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors.
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 16, 2024 Filed May 17, 2024 20:10 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 3,210 | $49.84 | $159,986.40 |
DisclosureSEC source: 0000030625-24-000064 · wk-form4_1715976590.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,283 Underlying: Common Stock · 3,210 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 25, 2023 Filed May 30, 2023 20:21 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 4,453 | $33.68 | $149,977.04 |
DisclosureSEC source: 0000030625-23-000113 · wf-form4_168547807382139.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,073 Underlying: Common Stock · 4,453 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 12, 2022 Filed May 13, 2022 20:27 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 5,151 | $29.12 | $149,997.12 |
DisclosureSEC source: 0000030625-22-000067 · wf-form4_165247360124415.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,620 Underlying: Common Stock · 5,151 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:40 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 3,587 | $41.81 | $149,972.47 |
DisclosureSEC source: 0000030625-21-000077 · wf-form4_162188882047766.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,469 Underlying: Common Stock · 3,587 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 22, 2020 Filed May 26, 2020 20:49 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 2,628 | $25.20 | $66,225.60 |
DisclosureSEC source: 0000030625-20-000087 · wf-form4_159052617982475.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,882 Underlying: Common Stock · 2,628 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 23, 2019 Filed May 24, 2019 20:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 2,568 | $48.69 | $125,035.92 |
DisclosureSEC source: 0000030625-19-000050 · wf-form4_155872952656925.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,254 Underlying: Common Stock · 2,568 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:41 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 2,894 | $43.19 | $124,991.86 |
DisclosureSEC source: 0000030625-18-000059 · wf-form4_152762649809258.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,686 Underlying: Common Stock · 2,894 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 23:06 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 814 | $42.54 | $34,627.56 |
DisclosureSEC source: 0000030625-17-000133 · wf-form4_151216955611153.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,792 Underlying: Common Stock · 814 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 20:32 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 827 | $38.25 | $31,632.75 |
DisclosureSEC source: 0000030625-17-000120 · wf-form4_150360671215722.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,978 Underlying: Common Stock · 827 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 18, 2017 Filed May 18, 2017 23:04 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 2,574 | $48.56 | $124,993.44 |
DisclosureSEC source: 0000030625-17-000102 · wf-form4_149514864959123.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,151 Underlying: Common Stock · 2,574 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 11, 2017 Filed May 12, 2017 21:34 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 642 | $49.29 | $31,644.18 |
DisclosureSEC source: 0000030625-17-000092 · wf-form4_149462484371264.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,577 Underlying: Common Stock · 642 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 664 | $47.60 | $31,606.40 |
DisclosureSEC source: 0000030625-17-000054 · wf-form4_148849232545259.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,935 Underlying: Common Stock · 664 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| November 08, 2016 Filed Nov 11, 2016 00:05 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 585 | $41.76 | $24,429.60 |
DisclosureSEC source: 0000030625-16-000194 · wf-form4_147882272972623.xml · derivative · entry 1 Roberts David E Jr · CIK 0001363218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,271 Underlying: Common Stock · 585 shares Expires not disclosed F1 · security: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. 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.