Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOVER CorpDOV · Entity 3179 | Senior VP & CHRO | March 15, 2024 | March 19, 2024 |
| MOSAIC COMOS · Entity 3647 | Senior VP - CHRO | May 11, 2018 | May 15, 2018 |
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.
DOVER Corp
Report date March 15, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,543 |
Ending reported balance
After 2024-03-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-03-15 · Tax withholding · Disposed 78 · Balance 7,679 F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Row 2 · 2024-03-15 · Tax withholding · Disposed 60 · Balance 7,619 F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022. Row 3 · 2024-03-15 · Tax withholding · Disposed 76 · Balance 7,543 F3: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2023. |
| Common StockSEC Table I · non-derivative | Indirect401K Plan | 330 |
Reported balance
Holding disclosure · report date 2024-03-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 330 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021.
F2: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022.
F3: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2023.
MOSAIC CO
Report date May 11, 2018 · Filed May 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,000 |
Ending reported balance
After 2018-05-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-05-11 · Grant · Acquired 2,500 · Balance 3,500 Row 2 · 2018-05-11 · Grant · Acquired 500 · Balance 4,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 20,713 |
Reported balance
Holding disclosure · report date 2018-05-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 20,713 F1: One-for-One F2: Not Applicable |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,329 |
Reported balance
Holding disclosure · report date 2018-05-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,329 F1: One-for-One F2: Not Applicable |
Filing footnotes · ownership attribution and instrument terms
F1: One-for-One
F2: Not Applicable
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 |
|---|---|---|---|---|---|---|
| March 15, 2024 Filed Mar 19, 2024 21:58 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 76 | $175.07 | $13,304.94 |
DisclosureSEC source: 0001062993-24-006823 · form4.xml · nonDerivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,543 F3 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 10, 2023. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:58 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 60 | $175.07 | $10,503.90 |
DisclosureSEC source: 0001062993-24-006823 · form4.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,619 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:58 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 78 | $175.07 | $13,655.07 |
DisclosureSEC source: 0001062993-24-006823 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,679 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:01 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 7,217 | $0.00 Strike: $160.11 | $0.00 |
DisclosureSEC source: 0001062993-24-002866 · form4.xml · derivative · entry 5 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,217 Underlying: Common Stock · 7,217 shares Expires 2034-02-08 Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:01 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 424 | $160.11 | $67,886.64 |
DisclosureSEC source: 0001062993-24-002866 · form4.xml · nonDerivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,757 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2023. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:01 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002866 · form4.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,181 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2023. Read SEC document |
| February 08, 2024 Filed Feb 13, 2024 02:01 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 812 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002866 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · Senior VP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,858 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2025. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:04 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 60 | $140.14 | $8,408.40 |
DisclosureSEC source: 0001062993-23-007214 · form4.xml · nonDerivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,046 F3 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 11, 2022. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:04 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 78 | $140.14 | $10,930.92 |
DisclosureSEC source: 0001062993-23-007214 · form4.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,106 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:04 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 82 | $140.14 | $11,491.48 |
DisclosureSEC source: 0001062993-23-007214 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,184 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:09 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 7,540 | $0.00 Strike: $153.25 | $0.00 |
DisclosureSEC source: 0001062993-23-003549 · form4.xml · derivative · entry 5 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,540 Underlying: Common Stock · 7,540 shares Expires 2033-02-10 Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:09 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 807 | $153.25 | $123,672.75 |
DisclosureSEC source: 0001062993-23-003549 · form4.xml · nonDerivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,844 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:09 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003549 · form4.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,651 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:09 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003549 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,459 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2024. Read SEC document |
| February 10, 2023 Filed Feb 22, 2023 01:00 UTC Amendment | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 7,540 | $0.00 Strike: $153.25 | $0.00 |
DisclosureSEC source: 0001062993-23-004304 · form4a.xml · derivative · entry 5 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,540 Underlying: Common Stock · 7,540 shares Expires 2033-02-10 Read SEC document |
| February 10, 2023 Filed Feb 22, 2023 01:00 UTC Amendment | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 385 | $153.25 | $59,001.25 |
DisclosureSEC source: 0001062993-23-004304 · form4a.xml · nonDerivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,266 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 22, 2023 01:00 UTC Amendment | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 1,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-004304 · form4a.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,651 F2 · shares: Represents settlement of performance shares representing a contingent right to receive shares of Dover common stock, based on Dover's relative total shareholder return for the three-year period ended December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 22, 2023 01:00 UTC Amendment | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-004304 · form4a.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,459 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2024. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:03 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 85 | $151.86 | $12,908.10 |
DisclosureSEC source: 0001062993-22-008097 · form4.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,611 F2 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 12, 2021. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:03 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 82 | $151.86 | $12,452.52 |
DisclosureSEC source: 0001062993-22-008097 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,696 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:36 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 5,881 | $0.00 Strike: $160.21 | $0.00 |
DisclosureSEC source: 0001062993-22-004500 · form4.xml · derivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,881 Underlying: Common Stock · 5,881 shares Expires 2032-02-11 Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:36 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-004500 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,778 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2023. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2023. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:45 UTC | DOVER Corp DOV · Entity 3179 | Tax withholdingCommon Stock | 82 | $134.63 | $11,039.66 |
DisclosureSEC source: 0001062993-21-002814 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,116 F1 · shares: Shares withheld for taxes in accordance with the terms of the grant upon partial vesting of restricted stock units granted on February 14, 2020. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:17 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 7,677 | $0.00 Strike: $122.73 | $0.00 |
DisclosureSEC source: 0001062993-21-001639 · form4.xml · derivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,677 Underlying: Common Stock · 7,677 shares Expires 2031-02-12 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:17 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 864 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-001639 · form4.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,198 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2022. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2022. Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 20:05 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 2,000 | $111.00 | $222,000.00 |
DisclosureSEC source: 0001237886-20-000006 · edgar.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,334 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:31 UTC | DOVER Corp DOV · Entity 3179 | GrantStock Appreciation Right · Derivative | 7,416 | $0.00 Strike: $119.86 | $0.00 |
DisclosureSEC source: 0001237886-20-000005 · edgar.xml · derivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,416 Underlying: Common Stock · 7,416 shares Expires 2030-02-14 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:31 UTC | DOVER Corp DOV · Entity 3179 | GrantCommon Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001237886-20-000005 · edgar.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,334 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2021. F1 · price: Represents grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Dover common stock. The restricted stock units will vest in three annual installments beginning on March 15, 2021. Read SEC document |
| May 11, 2018 Filed May 15, 2018 16:55 UTC | MOSAIC CO MOS · Entity 3647 | GrantCommon Stock | 500 | $26.55 | $13,275.00 |
DisclosureSEC source: 0001243786-18-000108 · wf-form4_152640326471449.xml · nonDerivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · Senior VP - CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| May 11, 2018 Filed May 15, 2018 16:55 UTC | MOSAIC CO MOS · Entity 3647 | GrantCommon Stock | 2,500 | $26.54 | $66,352.50 |
DisclosureSEC source: 0001243786-18-000108 · wf-form4_152640326471449.xml · nonDerivative · entry 1 BORS KIMBERLY K · CIK 0001237886 · Senior VP - CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 17:23 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 7,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001243786-18-000043 · wf-form4_152087536927310.xml · derivative · entry 3 BORS KIMBERLY K · CIK 0001237886 · Senior VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,329 Underlying: Common Stock · 7,329 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.expiration_date: Not Applicable Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 21:21 UTC | MOSAIC CO MOS · Entity 3647 | GrantRestricted Stock Units · Derivative | 20,713 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001243786-17-000137 · wf-form4_150170886514848.xml · derivative · entry 2 BORS KIMBERLY K · CIK 0001237886 · Senior VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,713 Underlying: Common Stock · 20,713 shares Expires not disclosed F1 · derivative.exercise_price: One-for-One F2 · derivative.expiration_date: 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.