Key facts
- This page summarizes David D. Petratis's Form 5 filing for Allegion plc (ALLE).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 13 Feb 2023, 15:51.
David D. Petratis - 31 Dec 2022 Form 5 Insider Report for Allegion plc (ALLE)
- Reporting relationship
- Executive Chairman, Director
- Issuer ticker
- ALLE
- Reported as of
- 31 Dec 2022
- Net transaction value
- $0
- SEC form
- 5
- Accepted by SEC
- 13 Feb 2023, 15:51:49 UTC
- Prior SEC filing
- 19 Dec 2022
- Next SEC filing
- 27 Jan 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Jeffrey N. Braun, Attorney-In-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
David D. Petratis filed Form 5 for Allegion plc (ALLE) on 13 Feb 2023.
Change
- Previous filing in this sequence was filed on 19 Dec 2022.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
ALLE
transaction
Ordinary Shares
Gift
- Transaction value
- $0
- Shares
- -19,980
- Change %
- -15%
- Price
- $0.000000
- Shares after
- 117,617
- Date
- 09 Dec 2022
- Ownership
- Direct
- Footnotes
- F1, F2
ALLE
transaction
Ordinary Shares
Gift
- Transaction value
- $0
- Shares
- -750
- Change %
- -4%
- Price
- $0.000000
- Shares after
- 17,786
- Date
- 09 Dec 2022
- Ownership
- By Reporting Person's wife
- Footnotes
- F3
ALLE
holding
Ordinary Shares
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 8,037
- Date
- 31 Dec 2022
- Ownership
- By Grantor Retained Annuity Trust
ALLE
holding
Ordinary Shares
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 51,141
- Date
- 31 Dec 2022
- Ownership
- See footnote
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
David D. Petratis is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 4 footnotes
Footnote F1
The reported amount gives effect to 10,500 ordinary shares previously reported as held by the GRAT which, pursuant to annuity distributions, are now included in the Reporting Person's direct holdings.
Footnote F2
Includes acquisition of 237.282 ordinary shares through a dividend reinvestment plan.
Footnote F3
The Reporting Person disclaims beneficial ownership over the securities held by the Reporting Person's wife, except to the extent of his pecuniary interest therein, if any.
Footnote F4
Reflects securities held by irrevocable trusts for the benefit of each of the Reporting Person's daughters. The Reporting Person disclaims beneficial ownership over the securities held by the trusts, except to the extent of his pecuniary interest therein, if any.