secwatch / observer

PENTAIR plc — fact timeline

Source-grounded facts extracted from PENTAIR plc's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

PNR PENTAIR plc JSON
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Price Range at Which the Company Can Re-Allot Shares It Holds as Treasury Shares Under Irish Law at the 2026-05-05 meeting.

“Proposal 6. — Authorize the Price Range at Which the Company Can Re-Allot Shares It Holds as Treasury Shares Under Irish Law To authorize t he price range at which the Company can re-allot shares it holds as treasury shares under Irish law . The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 146,136,706 1,132,550 118,123”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Board of Directors to Opt-Out of Statutory Preemption Rights Under Irish Law at the 2026-05-05 meeting.

“Proposal 5. — Authorize the Board of Directors to Opt-Out of Statutory Preemption Rights Under Irish Law To authorize the Board of Directors to opt-out of statutory preemption rights under Irish law. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 129,439,361 17,795,153 152,865”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Board of Directors to Allot New Shares Under Irish Law at the 2026-05-05 meeting.

“Proposal 4. — Authorize the Board of Directors to Allot New Shares Under Irish Law To authorize t he Board of Directors to allot new shares under Irish law . The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 145,388,731 1,881,991 116,657”
Shareholder Votes

PENTAIR plc shareholders approved Ratify, by Nonbinding, Advisory Vote, the Appointment of Deloitte & Touche LLP as the Independent Auditor of the Company and to Authorize, by Binding Vote, the Audit and Finance Committee of the Board of Directors to Set the Auditor’s Remuneration at the 2026-05-05 meeting.

“Proposal 3. — Ratify, by Nonbinding, Advisory Vote, the Appointment o f Deloitte & Touche LLP as the Independent Auditor of the Company and to Authorize, by Binding Vote, the Audit and Finance Committee of the Board of Directors to Set the Auditor’s Remuneration To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the Company’s independent auditor for the year ending December 31, 2026 and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the independent auditor’s remuneration. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 127,122,042 20,172,130 93,207”
Shareholder Votes

PENTAIR plc shareholders approved Approve, by Nonbinding, Advisory Vote, the Compensation of the Named Executive Officers at the 2026-05-05 meeting.

“Proposal 2. — Approve, by Nonbinding, Advisory Vote, the Compensation of the Named Executive Officers To approve, by nonbinding, advisory vote, the compensation of the Company’s named executive officers. The compensation of the Company’s named executive officers was approved by a nonbinding, advisory vote of the shareholders as follows: Votes For Votes Against Abstentions Broker Non-Votes 133,060,912 5,714,611 856,725 7,755,131”
Shareholder Votes

PENTAIR plc shareholders approved Re-Elect Director Nominees at the 2026-05-05 meeting.

“Proposal 1. — Re-Elect Director Nominees To re-elect nine director nominees for terms expiring at the 2027 annual general meeting of shareholders. Each nominee for director was re-elected by a vote of the shareholders as follows: Nominees Votes For Votes Against Abstentions Broker Non-Votes Mona Abutaleb Stephenson 135,896,779 3,620,934 114,535 7,755,131 Melissa Barra 139,362,073 156,369 113,806 7,755,131 Tracey C. Doi 139,252,311 267,566 112,371 7,755,131 T. Michael Glenn 130,103,937 9,416,746 111,565 7,755,131 Theodore L. Harris 134,626,358 4,893,216 112,674 7,755,131 Gregory E. Knight 139,259,018 261,063 112,167 7,755,131 Michael T. Speetzen 134,211,698 5,308,458 112,092 7,755,131 John L. Stauch 137,849,784 1,662,339 120,125 7,755,131 Billie I. Williamson 127,476,246 12,044,684 111,318 7,755,131”
Debt Financings

PENTAIR plc incurred term loan of $500 million at adjusted base rate, Term SOFR, EURIBOR, or, solely for swingline loans denominat maturing May 5, 2030.

“The Amendment amends the Existing Credit Agreement to, among other things, add a new tranche of term loans in an aggregate initial principal amount equal to $500 million (the “Term Loan Facility”) to refinance the term loans outstanding under Pentair’s Loan Agreement, dated as of March 24, 2022 (as amended, the “Loan Agreement”), among Pentair Finance, as borrower, Pentair, as guarantor, and the lenders and agents party thereto.”
Earnings Releases

PENTAIR plc updated its first quarter 2026 guidance (reaffirmed).

“On April 28, 2026, Pentair plc (the “Company”) issued a press release announcing its earnings for the first quarter of 2026 and a conference call in connection therewith.”

De'Mon L. Wiggins was appointed as Executive Vice President and President, Flow, Water Solutions and Pool at PENTAIR plc.

“the Company also announced that it appointed De’Mon L. Wiggins, the current Executive Vice President and President, Flow and Water Solutions of the Company, as the Company’s Executive Vice President and President, Flow, Water Solutions and Pool, effective as of April 28, 2026.”

Jerome O. Pedretti resigned as Executive Vice President and Chief Executive Officer, Pool at PENTAIR plc.

“Jerome O. Pedretti, the Executive Vice President and Chief Executive Officer, Pool of Pentair plc (the “Company”), elected to resign from the Company effective as of July 1, 2026.”

Aaron Gunderson was appointed as General Counsel and Secretary at PENTAIR plc.

“Ms. Robertson’s role of General Counsel and Secretary is being filled on an interim basis by Aaron Gunderson, Associate General Counsel while Pentair makes its selection for its next General Counsel and Secretary.”

Karla C. Robertson resigned as Executive Vice President, CSO, General Counsel and Secretary at PENTAIR plc.

“on June 10, 2025, Karla C. Robertson, who held the role of Executive Vice President, CSO, General Counsel and Secretary elected to resign from Pentair”

Robert P. Fishman changed role as Executive Vice President and Chief Financial Officer at PENTAIR plc.

“Mr. Fishman will continue to be the Company’s Executive Vice President and Chief Financial Officer.”

Jennifer M. Hensley was appointed as Senior Vice President, Chief Accounting Officer and Controller at PENTAIR plc.

“On May 6, 2025, Pentair plc (the “Company”) appointed Jennifer M. Hensley as the Company’s Senior Vice President, Chief Accounting Officer and Controller effective as of May 12, 2025.”
Debt Financings

PENTAIR plc amended revolving credit of $900.0 million at adjusted base rate, Term SOFR, EURIBOR, or ESTR plus an applicable margin maturing May 5, 2030.

“On May 5, 2025 (the “Closing Date”), Pentair plc (“Pentair”) and its subsidiaries Pentair Finance S.à r.l. (“Pentair Finance”) and Pentair, Inc. (“Pentair U.S.”) entered into a Second Amended and Restated Credit Agreement (the “Agreement”), among Pentair Finance and Pentair U.S., as borrowers, Pentair, as guarantor, and the lenders and agents party thereto, providing for a five-year $900.0 million senior unsecured revolving credit facility”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Price Range at Which the Company Can Re-Allot Shares It Holds as Treasury Shares Under Irish Law at the 2024-05-07 meeting.

“Proposal 6. — Authorize the Price Range at Which the Company Can Re-Allot Shares It Holds as Treasury Shares Under Irish Law To authorize t he price range at which the Company can re-allot shares it holds as treasury shares under Irish law . The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 145,820,942 578,504 226,348”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Board of Directors to Opt-Out of Statutory Preemption Rights Under Irish Law at the 2024-05-07 meeting.

“Proposal 5. — Authorize the Board of Directors to Opt-Out of Statutory Preemption Rights Under Irish Law To authorize the Board of Directors to opt-out of statutory preemption rights under Irish law. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 121,316,120 25,027,179 282,495”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Board of Directors to Allot New Shares Under Irish Law at the 2024-05-07 meeting.

“Proposal 4. — Authorize the Board of Directors to Allot New Shares Under Irish Law To authorize the Board of Directors to allot new shares under Irish law. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 144,034,624 2,355,907 235,263”
Shareholder Votes

PENTAIR plc shareholders approved Ratify, by Nonbinding, Advisory Vote, the Appointment of Deloitte & Touche LLP as the Independent Auditor of the Company and to Authorize, by Binding Vote, the Audit and Finance Committee of the Board of Directors to Set the Auditor’s Remuneration at the 2024-05-07 meeting.

“Proposal 3. — Ratify, by Nonbinding, Advisory Vote, the Appointment of Deloitte & Touche LLP as the Independent Auditor of the Company and to Authorize, by Binding Vote, the Audit and Finance Committee of the Board of Directors to Set the Auditor’s Remuneration To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the Company’s independent auditor for the year ending December 31, 2024 and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the independent auditor’s remuneration. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 131,801,509 14,725,193 99,092”
Shareholder Votes

PENTAIR plc shareholders approved Approve, by Nonbinding, Advisory Vote, the Compensation of the Named Executive Officers at the 2024-05-07 meeting.

“Proposal 2. — Approve, by Nonbinding, Advisory Vote, the Compensation of the Named Executive Officers To approve, by nonbinding, advisory vote, the compensation of the Company’s named executive officers. The compensation of the Company’s named executive officers was approved by a nonbinding, advisory vote of the shareholders as follows: Votes For Votes Against Abstentions Broker Non-Votes 123,848,121 14,278,009 195,517 8,304,147”
Shareholder Votes

PENTAIR plc shareholders approved Re-Elect Director Nominees at the 2024-05-07 meeting.

“Proposal 1. — Re-Elect Director Nominees To re-elect ten director nominees for one-year terms expiring at the 2025 annual general meeting of shareholders. Each nominee for director was re-elected by a vote of the shareholders as follows: Nominees Votes For Votes Against Abstentions Broker Non-Votes Mona Abutaleb Stephenson 136,806,285 1,422,695 92,667 8,304,147 Melissa Barra 136,986,667 1,244,632 90,348 8,304,147 Tracey C. Doi 137,783,988 445,310 92,349 8,304,147 T. Michael Glenn 118,872,426 19,353,143 96,078 8,304,147 Theodore L. Harris 132,751,534 5,476,589 93,524 8,304,147 David A. Jones 125,726,982 12,500,039 94,626 8,304,147 Gregory E. Knight 137,026,384 1,201,846 93,417 8,304,147 Michael T. Speetzen 135,271,064 2,957,590 92,993 8,304,147 John L. Stauch 135,809,197 2,421,045 91,405 8,304,147 Billie I. Williamson 130,182,079 8,051,021 88,547 8,304,147”
Earnings Releases

PENTAIR plc reported first quarter 2024 results: revenue $1.0 billion, EPS $0.80. Guidance reaffirmed.

“News Release Pentair Reports Strong First Quarter 2024 Results • Sales of $1.0 billion • Operating income of $181 million reflecting ROS of 17.8 percent, flat to prior year; on an adjusted basis, ROS expanded 90 basis points to 21.4 percent • GAAP EPS of $0.80 and adjusted EPS of $0.94 • The company updates its full year 2024 GAAP EPS guidance to approximately $3.76 to $3.86 and reiterates EPS guidance on an adjusted basis of approximately $4.15 to $4.25”
Earnings Releases

PENTAIR plc reported 2024 results: EPS $3.82 to $3.92. Guidance initiated.

“The Company introduces 2024 GAAP EPS guidance of $3.82 to $3.92 an d adjusted EPS guidance of $4.15 to $4.25 .”
Earnings Releases

PENTAIR plc reported full year 2023 results: revenue $4.1 billion, EPS $3.75. Guidance initiated.

“full year 2023 sales of $4.1 billion. • Operating income in the fourth quarter increased 50 percent to $167 million reflecting ROS of 17.0 percent, an increase of 590 basis points when compared to fourth quarter 2022; on an adjusted basis, ROS expanded 190 basis points to 20.1 percent. Full year operating income increased 24 percent to $739 million reflecting ROS of 18.0 percent, an increase of 360 basis points from the prior year; on an adjusted basis, ROS expanded 220 basis points to 20.8 percent. • Fourth quarter GAAP EPS of $1.25 and adjusted EPS of $0.87; full year 2023 GAAP EPS of $3.75 and adjusted EPS of $3.75.”
Earnings Releases

PENTAIR plc reported fourth quarter and full year of 2023 results: revenue $985 million, EPS $1.25. Guidance initiated.

“titled measures reported by other companies. --- EX-99.1 (EX-99.1) --- News Release Pentair Reports Strong Fourth Quarter and Full Year 2023 Results • Fourth quarter sales of $985 million; full year 2023 sales of $4.1 billion. • Operating income in the fourth quarter increased 50 percent to $167 million reflecting ROS of 17.0 percent, an increase of 590 basis”
Earnings Releases

PENTAIR plc reported third quarter of 2023 results: revenue $1.0 billion, EPS $0.79.

“be comparable to similarly titled measures reported by other companies. --- EX-99.1 (EX-99.1) --- News Release Pentair Reports Strong Third Quarter 2023 Results • Sales of $1.0 billion, down 4 percent compared to sales for the same period last year. • Operating income increased 22 percent to $180 million reflecting ROS of 17.9 percent, an increase of 400 basis”

Tracey C. Doi was appointed as Director at PENTAIR plc.

“On July 31, 2023, the Board of Directors (the “Board”) of Pentair plc (the “Company”) appointed Tracey C. Doi as a director of the Company and a member of the Audit and Finance Committee of the Board effective as of August 15, 2023.”
Earnings Releases

PENTAIR plc reported Full Year 2023 results: EPS GAAP EPS from continuing operations approximately $3.27 to $3.37; adjusted EPS approximately $3.65 to $3.75. Guidance raised.

“The company increases its estimated 2023 GAAP EPS from continuing operations to approximately $3.27 to $3.37 and on an adjusted EPS basis to approximately $3.65 to $3.75.”
Earnings Releases

PENTAIR plc reported Second Quarter 2023 results: revenue $1.1 billion, EPS GAAP EPS from continuing operations $0.93; adjusted EPS $1.03.

“Pentair Reports Strong Second Quarter 2023 Results • Sales of $1.1 billion, up 2 percent compared to sales for the same period last year. • Operating income increased 9 percent to $209 million reflecting ROS of 19.3 percent, an increase of 140 basis points when compared to second quarter of 2022; on an adjusted basis, ROS expanded 230 basis points to 21.6 percent. • GAAP EPS from continuing operations increased 1 percent to $0.93 compared to the same period last year and adjusted EPS rose 1 percent to $1.03 compared to the same period last year.”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Price Range at Which the Company Can Re-Allot Shares It Holds as Treasury Shares Under Irish Law at the 2023-05-09 meeting.

“Proposal 7. — Authorize the Price Range at Which the Company Can Re-Allot Shares It Holds as Treasury Shares Under Irish Law To authorize t he price range at which the Company can re-allot shares it holds as treasury shares under Irish law . The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 146,169,782 674,094 515,292”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Board of Directors to Opt-Out of Statutory Preemption Rights Under Irish Law at the 2023-05-09 meeting.

“Proposal 6. — Authorize the Board of Directors to Opt-Out of Statutory Preemption Rights Under Irish Law To authorize the Board of Directors to opt-out of statutory preemption rights under Irish law. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 123,941,356 23,132,640 285,172”
Shareholder Votes

PENTAIR plc shareholders approved Authorize the Board of Directors to Allot New Shares Under Irish Law at the 2023-05-09 meeting.

“Proposal 5. — Authorize the Board of Directors to Allot New Shares Under Irish Law To authorize the Board of Directors to allot new shares under Irish law. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 146,135,708 1,027,195 196,265”
Shareholder Votes

PENTAIR plc shareholders approved Ratify, by Nonbinding, Advisory Vote, the Appointment of Deloitte & Touche LLP as the Independent Auditor of the Company and to Authorize, by Binding Vote, the Audit and Finance Committee of the Board of Directors to Set the Auditor’s Remuneration at the 2023-05-09 meeting.

“Proposal 4. — Ratify, by Nonbinding, Advisory Vote, the Appointment of Deloitte & Touche LLP as the Independent Auditor of the Company and to Authorize, by Binding Vote, the Audit and Finance Committee of the Board of Directors to Set the Auditor’s Remuneration To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the Company’s independent auditor for the year ending December 31, 2023 and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the independent auditor’s remuneration. The proposal was approved by a vote of the shareholders as follows: Votes For Votes Against Abstentions 137,432,892 9,782,946 143,330”
Shareholder Votes

PENTAIR plc shareholders voted on Approve, by Nonbinding, Advisory Vote, the Frequency of Future Advisory Votes on the Compensation of the Named Executive Officers at the 2023-05-09 meeting.

“Proposal 3. — Approve, by Nonbinding, Advisory Vote, the Frequency of Future Advisory Votes on the Compensation of the Named Executive Officers To recommend, by nonbinding, advisory vote, the frequency of future advisory votes on the compensation of the Company’s named executive officers. The frequency of every 1 year (annual) for future advisory votes on the compensation of the Company’s named executive officers was recommended, by non-binding, advisory vote, by shareholders as follows: 1 Year 2 Years 3 Years Abstentions Broker Non-Votes 135,259,774 61,692 3,879,210 138,742 8,019,750”
Shareholder Votes

PENTAIR plc shareholders approved Approve, by Nonbinding, Advisory Vote, the Compensation of the Named Executive Officers at the 2023-05-09 meeting.

“Proposal 2. — Approve, by Nonbinding, Advisory Vote, the Compensation of the Named Executive Officers To approve, by nonbinding, advisory vote, the compensation of the Company’s named executive officers. The compensation of the Company’s named executive officers was approved by a nonbinding, advisory vote of the shareholders as follows: Votes For Votes Against Abstentions Broker Non-Votes 126,701,264 12,396,835 241,319 8,019,750”
Shareholder Votes

PENTAIR plc shareholders approved Re-Elect Director Nominees at the 2023-05-09 meeting.

“Proposal 1. — Re-Elect Director Nominees To re-elect nine director nominees for one-year terms expiring at the 2024 annual general meeting of shareholders. Each nominee for director was re-elected by a vote of the shareholders as follows: Nominees Votes For Votes Against Abstentions Broker Non-Votes Mona Abutaleb Stephenson 138,274,392 943,599 121,427 8,019,750 Melissa Barra 138,273,849 945,597 119,972 8,019,750 T. Michael Glenn 117,905,975 21,312,071 121,372 8,019,750 Theodore L. Harris 133,015,836 6,198,860 124,722 8,019,750 David A. Jones 127,677,884 11,528,677 132,857 8,019,750 Gregory E. Knight 137,637,235 1,581,064 121,119 8,019,750 Michael T. Speetzen 137,640,830 1,576,006 122,582 8,019,750 John L. Stauch 137,246,658 1,970,905 121,855 8,019,750 Billie I. Williamson 131,701,465 7,511,943 126,010 8,019,750”
Earnings Releases

PENTAIR plc reported first quarter 2023 results: revenue $1.0 billion, EPS $0.78.

“Pentair Reports Strong First Quarter 2023 Results • Sales of $1.0 billion, up 3 percent compared to sales for the same period last year. • Operating income increased 26 percent to $184 million reflecting ROS of 17.8 percent, an increase of 320 basis points when compared to first quarter of 2022; on an adjusted basis, ROS expanded 330 basis points to 20.5 percent. • GAAP EPS increased 10 percent to $0.78 compared to the same period last year and adjusted EPS rose 7 percent to $0.91 compared to the same period last year.”

Robert P. Fishman was appointed as interim President, Consumer Solutions at PENTAIR plc.

“Robert P. Fishman, the Company’s Executive Vice President, Chief Financial Officer and Chief Accounting Officer, will become, in addition to his current roles, the interim President, Consumer Solutions until December 31, 2022”

Mario R. D'Ovidio departed as Executive Vice President and President, Consumer Solutions at PENTAIR plc.

“the position held by Mario R. D’Ovidio, the Company’s Executive Vice President and President, Consumer Solutions, will be eliminated effective December 31, 2022 and that Mr. D’Ovidio will remain in his role and employed by the Company until September 1, 2022”

Melissa Barra was appointed as independent director at PENTAIR plc.

“On September 21, 2021, the independent members of the Board of Directors of Pentair plc (the “Company”) appointed Melissa Barra as an independent director of the Company effective as of December 1, 2021.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.