Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Vice President, Strategy & Cor | February 28, 2024 | March 01, 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.
POOL CORP
Report date February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,456 |
Ending reported balance
After 2024-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-28 · Grant · Acquired 510 · Balance 1,436 Row 2 · 2024-02-28 · Grant · Acquired 1,020 · Balance 2,456 F1: Represents shares of performance-based restricted stock that will vest in 2027 if certain performance conditions are satisfied. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of performance-based restricted stock that will vest in 2027 if certain performance conditions are satisfied.
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 28, 2024 Filed Mar 1, 2024 21:05 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-24-000058 · wk-form4_1709327080.xml · nonDerivative · entry 2 Neff Kristopher Robert · CIK 0001985090 · Vice President, Strategy & Cor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,456 F1 · shares: Represents shares of performance-based restricted stock that will vest in 2027 if certain performance conditions are satisfied. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:05 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-24-000058 · wk-form4_1709327080.xml · nonDerivative · entry 1 Neff Kristopher Robert · CIK 0001985090 · Vice President, Strategy & Cor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,436 Read SEC document |
| July 25, 2023 Filed Jul 27, 2023 20:12 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-23-000119 · wf-form4_169048872353019.xml · nonDerivative · entry 1 Neff Kristopher Robert · CIK 0001985090 · Vice President, Strategy & Cor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 926 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.