Zurn Elkay (NYSE: ZWS) CFO Daniel Klun discloses direct and 401(k) share holdings
Filing Impact
Filing Sentiment
Form Type
3
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.
Positive
- None.
Negative
- None.
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, null);
Common Stock — 1,516 shares (Indirect, By 401(k) Plan)
Footnotes (1)
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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
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.
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.