Katz 2004 DYN Trust — SEC Form 4 filings
SEC reporting owner CIK 1938002. 19 Form 4 filings on record with FilingPulse; latest filed 2025-02-18.
Transaction summary — filings shown
Covers all 19 filings on record, filed 2024-04-09 to 2025-02-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 21 legs across 19 filings — 10,507,268 shares, $349,447,110 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 2.
- Largest priced transaction: sale of 8,912,500 shares @ $33.60 ($299,460,000) in Zurn Elkay Water Solutions Corp, filed 2025-02-18.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Zurn Elkay Water Solutions Corp (ZWS) | — | 19 | — | 21 legs · 10,507,268 sh · $349,447,110 | 2 |
Form 4 filings — Katz 2004 DYN Trust
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-02-18 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Grant/award (A): 461,155 · Sale (S): 8,912,500 @ $33.60 | EDGAR |
| 2024-07-05 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 111,760 @ $29.07 | EDGAR |
| 2024-07-03 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 8,240 @ $29.14 | EDGAR |
| 2024-07-02 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 100,000 @ $29.04 | EDGAR |
| 2024-06-25 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 8,629 @ $30.40 | EDGAR |
| 2024-06-24 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 36,938 @ $30.44 | EDGAR |
| 2024-06-20 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 154,433 @ $30.53 | EDGAR |
| 2024-06-17 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 687 @ $31.25 | EDGAR |
| 2024-06-14 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 194,081 @ $31.55 | EDGAR |
| 2024-06-12 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 100,000 @ $30.10 | EDGAR |
| 2024-05-29 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 46,380 @ $32 | EDGAR |
| 2024-05-28 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 5,232 @ $32.08 | EDGAR |
| 2024-05-23 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 48,388 @ $32.97 | EDGAR |
| 2024-04-25 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 236,728 @ $32.44 | EDGAR |
| 2024-04-24 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 249,582 @ $32.04 | EDGAR |
| 2024-04-23 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 43,690 @ $31.93 | EDGAR |
| 2024-04-17 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 103,768 @ $31.96 | EDGAR |
| 2024-04-15 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Sale (S): 1,223 @ $32.20 · Sale (S): 45,009 @ $32.24 | EDGAR |
| 2024-04-09 | 4 | Zurn Elkay Water Solutions Corp (ZWS) jointly with Ice Mountain LLC, Cascade Bay LLC | Grant/award (A): 277,092 · Sale (S): 50,172 @ $32.18 · Sale (S): 49,828 @ $32.07 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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