Parker-Hannifin SEC Filings

Jacobson Matthew A., Vice President & President of the Filtration Group at Parker-Hannifin Corporation (PH), was granted 4,444 Stock Appreciation Rights on 08/20/2025. The award shows a conversion/exercise reference price of $742.97, becomes exercisable beginning 08/20/2026, and expires on 08/19/2035. Following the grant the reporting person directly beneficially owns 4,444 rights. The filing explains the award vests in three equal annual installments beginning 08/20/2026. The Form 4 was signed via attorney-in-fact on 08/22/2025.

Parker-Hannifin is a global leader in motion and control technologies with $19.9 billion of net sales in fiscal 2025, split roughly 69% Diversified Industrial and 31% Aerospace Systems. Backlog was $11.0 billion with ~71% expected to convert to revenue within 12 months. The company continued capital investment ($435 million capex), generated proceeds from divestitures ($621 million), repurchased 2.5 million shares for $1.6 billion and maintains a long record of dividend increases with a current annual rate of $7.20 per share. Strategic portfolio moves include the 2022 Meggitt acquisition and a pending acquisition of Curtis Instruments for ~$1.0 billion. Leverage metrics show a debt-to-debt-shareholders' equity ratio of 0.41, compliance with covenants, €700 million of 2.90% senior notes due 2030, and commercial paper outstanding (~$1.8 billion). Safety performance improved (recordable incident rate 0.27 in 2025 vs 0.31 in 2024). The filing highlights standard operational, regulatory, tax, environmental and geopolitical risks and discloses certain valuation allowances and unrecognized tax items.

Parker-Hannifin officer sale and ownership update. The filing shows that on 08/12/2025 the reporting person sold 1,103 shares of Parker-Hannifin common stock at $741.14 per share, leaving 6,534 shares beneficially owned following the transaction. The report also discloses 154.6 shares held indirectly in the Parker Retirement Savings Plan. The filer explains that 84.69 phantom shares previously shown in Table I have been reclassified and are reportable in Table II; those phantom shares are cash-settled and generally payable after separation from service. The Form 4 was signed by an attorney-in-fact on 08/14/2025.

Scott Patrick, Vice President & Pres.-Fluid Conn. at Parker-Hannifin (PH) reported multiple transactions on 08/08/2025 converting 1,380 Stock Appreciation Rights (conversion/exercise price $166.49) into common shares and selling additional shares the same day. The reported sales reduced his direct holdings from 5,830 shares to 3,455 shares.

The filing also shows 77.23 shares indirectly held via the Parker Retirement Savings plan. The form notes some sales occurred at prices in the range $729.31–$729.44, and the exercised SARs are shown with an expiration date of 08/14/2028.

Bracht Berend, identified as VP & Pres. - Motion Sys. Grp. at Parker‑Hannifin (PH), reported a sale of company stock. The filing shows a sale of 278 shares of common stock at $728.44 per share on 08/08/2025, leaving 4,858 shares held directly by the reporting person.

The filing also corrects prior reporting treatment by removing 85.53 shares of phantom stock from Table I and noting they are reportable in Table II. Those phantom shares are the economic equivalent of common shares but are cash-settled and generally payable following separation from service. The report shows no indirect beneficial ownership through the Parker Retirement Savings Plan.

Thomas C. Gentile, identified as an officer (VP-Global Supply Chain), filed a Form 4 reporting insider activity for Parker-Hannifin Corporation (PH). The filing shows a transaction dated 08/08/2025 with transaction code S (sale) involving common stock. The document also records holdings reported indirectly through the Parker Retirement Savings Plan.

The filer explains the reported balance was adjusted to exclude 168.35 shares of phantom stock from the Savings Restoration Plan because those units are settled in cash and are properly reportable as derivative/phantom holdings. The form is signed by an attorney-in-fact on 08/12/2025. Some numeric fields in Table I (share counts and price) appear in the text but are formatted ambiguously in this copy of the filing.

In this Form 4, Mark J. Hart, EVP-HR & External Affairs of Parker-Hannifin Corp (PH), reported the sale of 2,257 shares of common stock on 08/08/2025 at a price of $730.22 per share. After the transaction Mr. Hart beneficially owns 7,063 shares directly and 665.65 shares indirectly through the Parker Retirement Savings Plan.

The filing also discloses an accounting update: 375.93 shares of phantom stock previously included in Table I have been reclassified to Table II; those phantom shares are the economic equivalent of common shares, are settled in cash, and generally become payable following separation from service.

Angela R. Ives, VP & Controller of Parker-Hannifin (PH), reported plan-related equity transactions on 08/08/2025 and filed Form 4 on 08/12/2025. The filing shows an acquisition of 910 common shares at $209.56 and dispositions of 550, 360 and 450 common shares sold at $727.22, $727.26 and $727.44 respectively. After these transactions the reporting person’s direct beneficial ownership is shown as 2,798 shares, down from 4,158 prior to the sales. Table II discloses 910 stock appreciation rights with an exercise/conversion price of $209.56 exercisable 08/12/2021 through 08/11/2030. The filer explains that 19.60 phantom shares in the Savings Restoration Plan were reclassified to Table II because they are cash-settled.

Matthew A. Jacobson, Vice President & President—Filtration Group of Parker-Hannifin Corporation (PH), reported the sale of 575 shares of common stock on 08/08/2025 at a weighted average price of $733.06. The filing notes the shares were sold in multiple transactions within a price range and offers to provide per‑price allocations on request.

After the reported sale Jacobson is shown as beneficially owning 1,000 shares directly (which include 1,000 restricted stock units granted in November 2023 that vest in November 2026) and 270.4 shares indirectly through the Parker Retirement Savings Plan.