Zurn Elkay CFO reports initial share holdings

Zurn Elkay Water Solutions Corp executive Daniel J. Klun, the Chief Financial Officer, filed an initial Form 3 detailing his ownership of the company’s common stock.

Rhea-AI Filing Summary

Zurn Elkay Water Solutions Corp executive Daniel J. Klun, the Chief Financial Officer, filed an initial Form 3 detailing his ownership of the company’s common stock. The filing reports 24,081 shares held directly and 1,516 shares held indirectly through a 401(k) Plan based on information from the plan trustee. These entries are categorized as holdings rather than new purchases or sales, giving investors a baseline view of the CFO’s existing equity stake.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Klun Daniel J

Role Chief Financial Officer

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 24,081 shares (Direct); Common Stock — 1,516 shares (Indirect, By 401(k) Plan)

Footnotes (1)

1. F1. Based on information from the trustee of the 401(k) Plan.

Key Figures

Direct common stock holdings: 24,081 shares Indirect 401(k) holdings: 1,516 shares Holding entries reported: 2 entries

3 metrics

Direct common stock holdings 24,081 shares Common Stock held directly by CFO Daniel J. Klun as of May 27, 2026

Indirect 401(k) holdings 1,516 shares Common Stock held indirectly via 401(k) Plan for Daniel J. Klun as of May 27, 2026

Holding entries reported 2 entries Transaction summary classifies two records as holdings with unknown transaction codes

Key Terms

Form 3, Common Stock, 401(k) Plan, indirect ownership

4 terms

Form 3 regulatory

"CFO Daniel J. Klun filed an initial Form 3 detailing ownership of common stock"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

Common Stock financial

"The filing reports holdings of Zurn Elkay Water Solutions Corp Common Stock"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

401(k) Plan financial

"1,516 shares are held indirectly for Daniel J. Klun by a 401(k) Plan trustee"

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

indirect ownership financial

"Indirect ownership is reported for shares held by the 401(k) Plan on his behalf"

FAQ

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

What does the Zurn Elkay (ZWS) Form 3 filing by CFO Daniel J. Klun report?

The Form 3 reports Daniel J. Klun’s existing holdings of Zurn Elkay common stock. It shows his baseline ownership position as Chief Financial Officer, separating direct share ownership from shares held indirectly through a 401(k) Plan.

How many Zurn Elkay (ZWS) shares does CFO Daniel J. Klun hold directly?

Daniel J. Klun holds 24,081 shares of Zurn Elkay common stock directly. This direct ownership reflects shares registered in his own name as reported in the Form 3, separate from any retirement plan holdings.

How many Zurn Elkay (ZWS) shares does CFO Daniel J. Klun hold through a 401(k) Plan?

The filing shows 1,516 Zurn Elkay common shares held indirectly for Daniel J. Klun via a 401(k) Plan. This amount is based on information provided by the plan’s trustee, indicating retirement-plan ownership rather than directly registered shares.

Does the Zurn Elkay (ZWS) Form 3 for Daniel J. Klun show any stock purchases or sales?

The Form 3 does not show any purchases or sales; it lists two holding entries. Transaction data classify both records as holdings with unknown transaction codes, establishing ownership levels rather than reporting new trading activity.

What types of ownership are disclosed for Zurn Elkay (ZWS) shares held by CFO Daniel J. Klun?

The filing discloses both direct and indirect ownership of Zurn Elkay common stock. Direct ownership covers 24,081 shares, while indirect ownership covers 1,516 shares held by a 401(k) Plan on his behalf, as noted by the trustee.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/02/2026 - 04:25 PM Learn about SEC filing dates

SEC Form 3

FORM 3

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

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Klun Daniel J

(Last) (First) (Middle)

511 W. FRESHWATER WAY

(Street)

MILWAUKEE WISCONSIN 53204

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
05/27/2026

3. Issuer Name and Ticker or Trading Symbol
Zurn Elkay Water Solutions Corp [ ZWS ]

3a. Foreign Trading Symbol

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

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

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

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

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	24,081	D
Common Stock	1,516	I	By 401(k) Plan(1)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Based on information from the trustee of the 401(k) Plan.

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney

	/s/ Jeffrey J. LaValle under Power of Attorney for Daniel J. Klun	06/02/2026
	** 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 5 (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 3: SEC 1473 (03-26)