Pentair (NYSE: PNR) interim CFO shifts 158K shares in family gift
Rhea-AI Filing Summary
PENTAIR plc officer Robert P. Fishman, Interim EVP and CFO, reported related-party gift transfers of company stock. On 2026-08-14, he made a bona fide gift of 79,229 shares of Common Stock from his direct holdings, leaving 4,263 directly held shares. The same day, an entity identified as the Fishman Family Trust is reported as indirectly holding 79,229 shares, reflecting receipt of the gifted shares. In addition, Fishman directly holds 18,583.444 Restricted Stock Units, with end-of-period amounts including shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported under Section 16(a).
Positive
- None.
Negative
- None.
Insider Trade Summary
158,458 shares gifted
Gift
3 txns
Insider
Fishman Robert P
Role
Interim EVP and CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 79,229 | $0.00 | $0.00 |
| Gift | Common Stock | 79,229 | $0.00 | $0.00 |
| holding | Common Stock - Restricted Stock Units F1 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 4,263 shares (Direct);
Common Stock — 79,229 shares (Indirect, By Fishman Family Trust);
Common Stock - Restricted Stock Units — 18,583.444 shares (Direct)
Footnotes (1)
- F1. End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
Key Figures
Gifted shares: 79,229 shares
Direct holdings after transaction: 4,263 shares
Indirect holdings (Fishman Family Trust): 79,229 shares
+2 more
5 metrics
Gifted shares
79,229 shares
Bona fide gift of Common Stock disposed from direct holdings on 2026-08-14
Direct holdings after transaction
4,263 shares
Common Stock directly held by Robert P. Fishman after the gift
Indirect holdings (Fishman Family Trust)
79,229 shares
Common Stock indirectly held "By Fishman Family Trust" after the gift
Restricted Stock Units
18,583.444 units
Common Stock - Restricted Stock Units directly held at period end
Total gifted shares reported
158,458 shares
Aggregate shares involved in bona fide gift transactions per transaction summary
Key Terms
bona fide gift, Restricted Stock Units, dividend reinvestment plan, indirect ownership
4 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Restricted Stock Units financial
"Security titled "Common Stock - Restricted Stock Units""
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
dividend reinvestment plan financial
"include shares acquired under a dividend reinvestment plan in exempt transactions"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
indirect ownership financial
"nature_of_ownership: "By Fishman Family Trust""
FAQ
What stock transactions did PNR executive Robert P. Fishman report on this Form 4?
Robert P. Fishman reported a bona fide gift transfer of 79,229 shares of Pentair plc Common Stock on 2026-08-14 from his direct holdings. The same number of shares is reported as indirectly held by the Fishman Family Trust following the transaction.
What is the Fishman Family Trust’s indirect holding in Pentair (PNR) after the gift?
The Fishman Family Trust is reported as indirectly holding 79,229 shares of Pentair plc Common Stock. These shares correspond to the 79,229-share bona fide gift transferred from Robert P. Fishman’s direct holdings on 2026-08-14.
How many Restricted Stock Units does Robert P. Fishman hold at Pentair (PNR)?
Robert P. Fishman holds 18,583.444 Restricted Stock Units of Pentair plc at period end. The company notes these end-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported under Section 16(a).
Were Robert P. Fishman’s Pentair (PNR) transactions made under a Rule 10b5-1 trading plan?
The filing indicates the Rule 10b5-1 checkbox is not checked, so the gift transactions are not affirmed as made under a Rule 10b5-1 plan. They are characterized as bona fide gifts of Common Stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
