Pentair CFO gifts 158K shares to family trust

PENTAIR plc officer Robert P. Fishman, Interim EVP and CFO, reported related-party gift transfers of company stock.

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).

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)

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

How many Pentair (PNR) shares does Robert P. Fishman hold directly after the reported transactions?

After the reported gift transaction, Robert P. Fishman directly holds 4,263 shares of Pentair plc Common Stock. This reflects his position following the disposition by gift of 79,229 shares from his prior direct holdings on 2026-08-14.

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.

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Available on EDGAR 08/17/2026 - 04:42 PM Accepted by SEC EDGAR 08/17/2026 - 04:41 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Fishman Robert P

(Last) (First) (Middle)

5500 WAYZATA BOULEVARD

SUITE 900

(Street)

GOLDEN VALLEY MINNESOTA 55416

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
PENTAIR plc [ PNR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Interim EVP and CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/14/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/14/2026		G		79,229	D	$0	4,263	D
Common Stock	08/14/2026		G		79,229	A	$0	79,229	I	By Fishman Family Trust
Common Stock - Restricted Stock Units								18,583.444(1)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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).

	/s/ John K. Wilson, Attorney-in-Fact for Robert P. Fishman	08/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)