Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Corp plcETN · Entity 2604 | Sr VP and Secretary | February 27, 2019 | March 01, 2019 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | VP/General Counsel/Corp. Sec | May 02, 2024 | May 04, 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.
Eaton Corp plc
Report date February 27, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 14,219 |
Reported balance
After 2019-02-27 transaction · row 1
1 source rowRow 1 · 2019-02-27 · Grant · Acquired 1,206 · Balance 14,219 F1: These shares were acquired upon the vesting of certain performance share awards. |
| Ordinary SharesSEC Table I · non-derivative | Indirectby spouse | 600 |
Reported balance
Holding disclosure · report date 2019-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 600 |
| Ordinary SharesSEC Table I · non-derivative | Indirectby trustee of ESP | 187.9 |
Reported balance
Holding disclosure · report date 2019-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 187.9 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired upon the vesting of certain performance share awards.
Southwest Gas Holdings, Inc.
Report date May 02, 2024 · Filed May 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,562.957 |
Reported balance
After 2024-05-02 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-05-02 · Grant · Acquired 1,685.872 · Balance 4,562.957 F1: Each restricted stock unit represents a contingent right to receive one share of SWX common stock. Restricted stock units vest in three annual installments (40%, 30%, 30%), assuming continued service. |
| Common StockSEC Table I · non-derivative | Direct | 4,572.06 |
Reported balance
After 2024-03-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-03-01 · Grant · Acquired 9.103 · Balance 4,572.06 |
| Common StockSEC Table I · non-derivative | Direct | 4,582.215 |
Reported balance
After 2024-03-01 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2024-03-01 · Grant · Acquired 10.155 · Balance 4,582.215 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of SWX common stock. Restricted stock units vest in three annual installments (40%, 30%, 30%), assuming continued service.
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 21, 2017 Filed Feb 23, 2017 16:15 UTC | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 4,000 | $0.00 Strike: $71.89 | $0.00 |
DisclosureSEC source: 0001551182-17-000036 · wf-form4_148788452150669.xml · derivative · entry 2 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Ordinary Shares · 4,000 shares Expires 2027-02-21 F2 · derivative.exercise_date: These options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:15 UTC | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 795 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-17-000036 · wf-form4_148788452150669.xml · derivative · entry 1 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795 Underlying: Ordinary Shares · 795 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. F1 · derivative.expiration_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| February 24, 2016 Filed Feb 21, 2019 16:01 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionRestricted Stock Units · Derivative | 272 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-19-000014 · wf-form4a_155078285374380.xml · derivative · entry 5 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553 Underlying: Ordinary Shares · 272 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 · shares: These restricted stock units were surrendered in exchange for ordinary shares of the Issuer. F5 · derivative.exercise_date: This field is not applicable. F5 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 24, 2016 Filed Feb 21, 2019 16:01 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | Tax withholdingOrdinary Shares | 142 | $55.92 | $7,940.64 |
DisclosureSEC source: 0001551182-19-000014 · wf-form4a_155078285374380.xml · nonDerivative · entry 2 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,013 F2 · shares: These ordinary shares were delivered to the Issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| February 24, 2016 Filed Feb 21, 2019 16:01 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | Exercise / conversionOrdinary Shares | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001551182-19-000014 · wf-form4a_155078285374380.xml · nonDerivative · entry 1 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,155 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: These ordinary shares were acquired upon the vesting and settlement of certain restricted stock units. Read SEC document |
| February 23, 2016 Filed Feb 21, 2019 16:01 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 2,730 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-19-000014 · wf-form4a_155078285374380.xml · derivative · entry 8 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,730 Underlying: Ordinary Shares · 2,730 shares Expires not disclosed F8 · date: The form is being amended to add the restricted stock units award that was inadvertently omitted at the time of the original filing. F9 · derivative.expiration_date: These restricted stock units vest on the third anniversary of the grant date. Read SEC document |
| February 23, 2016 Filed Feb 21, 2019 16:01 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantStock Option · Derivative | 5,850 | $0.00 Strike: $56.55 | $0.00 |
DisclosureSEC source: 0001551182-19-000014 · wf-form4a_155078285374380.xml · derivative · entry 7 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,850 Underlying: Ordinary Shares · 5,850 shares Expires 2026-02-23 F7 · derivative.exercise_date: These options become exercisable as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. Read SEC document |
| February 23, 2016 Filed Feb 21, 2019 16:01 UTC Amendment | Eaton Corp plc ETN · Entity 2604 | GrantRestricted Stock Units · Derivative | 1,085 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001551182-19-000014 · wf-form4a_155078285374380.xml · derivative · entry 6 Moran Thomas E. · CIK 0001447058 · Sr VP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085 Underlying: Ordinary Shares · 1,085 shares Expires not disclosed F6 · derivative.exercise_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. F6 · derivative.expiration_date: These restricted stock units vest as follows: 33% on the first and second anniversary of the date of the grant and the remaining 34% on the third anniversary of the date of the grant. 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.