Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RESIDEO TECHNOLOGIES, INC.REZI · Entity 1292 | EVP, Chief Revenue Officer | February 09, 2024 | February 16, 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.
RESIDEO TECHNOLOGIES, INC.
Report date February 09, 2024 · Filed February 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,049 |
Ending reported balance
After 2024-02-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-09 · Tax withholding · Disposed 4,002 · Balance 160,815 Row 2 · 2024-02-14 · Tax withholding · Disposed 4,766 · Balance 156,049 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVANCED ENERGY INDUSTRIES INC
Report date July 09, 2021 · Filed July 09, 2021
Section 16 reporting ended · disclosed 2021-07-09. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 14, 2024 Filed Feb 16, 2024 00:18 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 4,766 | $19.90 | $94,843.40 |
DisclosureSEC source: 0001740332-24-000022 · wk-form4_1708042706.xml · nonDerivative · entry 2 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,049 Read SEC document |
| February 09, 2024 Filed Feb 16, 2024 00:18 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 4,002 | $17.44 | $69,794.88 |
DisclosureSEC source: 0001740332-24-000022 · wk-form4_1708042706.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,815 Read SEC document |
| February 05, 2024 Filed Feb 8, 2024 02:18 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 44,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001740332-24-000009 · wk-form4_1707358683.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,817 Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 22:27 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 14,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001740332-23-000043 · wk-form4_1702333637.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,726 Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 21:37 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 8,999 | $15.97 | $143,714.03 |
DisclosureSEC source: 0001209191-23-049794 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,107 Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 01:01 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 34,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-010307 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,106 Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 01:01 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 2,726 | $19.06 | $51,957.56 |
DisclosureSEC source: 0001209191-23-008910 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,950 Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 20:30 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | Tax withholdingCommon Stock | 6,007 | $20.35 | $122,242.45 |
DisclosureSEC source: 0001209191-22-050329 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,676 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 21:30 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantCommon Stock | 26,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008878 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,683 F1 · balance_after: Includes 63,000 of prior restricted stock units previously reported on Table II that are being transferred to Table I for reporting purposes. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 20:23 UTC | RESIDEO TECHNOLOGIES, INC. REZI · Entity 1292 | GrantRestricted Stock Units · Derivative | 63,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-056173 · doc4.xml · derivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Underlying: Common Stock · 63,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of September 14, 2022, September 14, 2023 and September 14, 2024 subject to continued employment. F1 · derivative.exercise_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of September 14, 2022, September 14, 2023 and September 14, 2024 subject to continued employment. F1 · derivative.expiration_date: Restricted Stock Units were granted under the Amended and Restated 2018 Stock Incentive Plan of Resideo Technologies, Inc. and its Affiliates, and will vest in three equal installments on each of September 14, 2022, September 14, 2023 and September 14, 2024 subject to continued employment. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:25 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Tax withholdingCommon Stock | 664 | $105.26 | $69,892.64 |
DisclosureSEC source: 0001209191-21-018202 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP & CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,569 F1 · shares: Payment of tax liability by withholding securities incident to vesting of restricted stock units. F2 · balance_after: Represents 9,322 shares of unvested restricted stock units and 3,247 shares of common stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:51 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantPerformance Units · Derivative | 8,268 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016926 · doc4.xml · derivative · entry 2 Huth Dana Edward · CIK 0001831514 · EVP & CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,268 Underlying: Common Stock · 8,268 shares Expires not disclosed F3 · shares: These performance share awards were issued under the 2021 LTI Plan at 200% of target and have a 3-year vest period and will vest in all or in part upon achievement of performance metrics. Any awards that have not vested earned and released at the end of the 3-year period will be cancelled. F3 · derivative.exercise_date: These performance share awards were issued under the 2021 LTI Plan at 200% of target and have a 3-year vest period and will vest in all or in part upon achievement of performance metrics. Any awards that have not vested earned and released at the end of the 3-year period will be cancelled. F3 · derivative.expiration_date: These performance share awards were issued under the 2021 LTI Plan at 200% of target and have a 3-year vest period and will vest in all or in part upon achievement of performance metrics. Any awards that have not vested earned and released at the end of the 3-year period will be cancelled. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:51 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 4,134 | $111.37 | $460,403.58 |
DisclosureSEC source: 0001209191-21-016926 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP & CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,233 F1 · shares: Employee Restricted Stock Units granted on 3/1/2021 under the Company's 2021 Long Term Incentive Plan (LTI Plan) will vest in 3 equal installments beginning on the first anniversary date of the grant. F2 · balance_after: Represents 11,010 shares of unvested restricted stock units and 2,223 shares of common stock. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:56 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Tax withholdingCommon Stock | 994 | $108.80 | $108,147.20 |
DisclosureSEC source: 0001209191-21-014798 · doc4.xml · nonDerivative · entry 2 Huth Dana Edward · CIK 0001831514 · EVP & CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,099 F2 · shares: Payment of tax liability by withholding securities incident to vesting of performance stock units. F3 · balance_after: Represents 6,876 shares of unvested restricted stock units and 2,223 shares of common stock. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:56 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantCommon Stock | 2,530 | $108.80 | $275,264.00 |
DisclosureSEC source: 0001209191-21-014798 · doc4.xml · nonDerivative · entry 1 Huth Dana Edward · CIK 0001831514 · EVP & CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,093 F1 · shares: These performance awards previously granted 3/3/2020. Certain Revenue and Earnings Per Shares 2020 performance metrics were met under the 2020 LTI Plan and the shares were approved for a 2/24/2021 release by the 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.