Shaun Carlson, Senior Vice President and Group President of the Precision and Science Technologies segment at Ingersoll Rand Inc., filed a Form 3 initial statement of beneficial ownership with the SEC on November 6, 2026, with an event date of October 27, 2026.

Key Highlights

  • Reporting person: Shaun Carlson, identified as an officer with the title Senior Vice President and Group President, Precision and Science Technologies segment at Ingersoll Rand Inc. (NYSE:IR).
  • RSU grant (November 2025): 3,232 restricted stock units granted November 11, 2025, vesting in four equal annual installments beginning November 11, 2026.
  • RSU grant (February 2026): 2,129 restricted stock units granted February 23, 2026, vesting in four substantially equal annual installments beginning February 23, 2027.
  • Stock options (November 2025): 7,951 options with an exercise price of $77.33, expiring November 11, 2035, vesting in four substantially equal annual installments beginning November 11, 2026.
  • Stock options (February 2026): 5,274 options with an exercise price of $93.94, expiring February 23, 2036, vesting in four substantially equal annual installments beginning February 23, 2027.
  • No direct share holdings reported: Table I, covering non-derivative securities beneficially owned, lists no positions.

Carlson's Initial Derivative Holdings at Ingersoll Rand Span Four Grants

According to the filing, Carlson's initial beneficial ownership consists entirely of derivative securities, with no non-derivative common stock reported. His holdings include two separate restricted stock unit grants and two separate stock option grants, all held directly. The Form 3 was signed by Andrew Schiesl as attorney-in-fact on November 6, 2026.

The filing discloses that the 3,232 RSUs granted November 11, 2025, will vest in four equal annual installments on November 11, 2026, 2027, 2028, and 2029. Upon vesting, each RSU "will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof," according to the filing. The 2,129 RSUs granted February 23, 2026, follow the same settlement terms and vest in four substantially equal annual installments beginning February 23, 2027.

The 7,951 stock options carry an exercise price of $77.33 and expire November 11, 2035, while the 5,274 stock options carry an exercise price of $93.94 and expire February 23, 2036. Both option grants vest in four substantially equal annual installments, the filing states, beginning on the first anniversary of each respective grant date. All four derivative positions are reported as directly held.

What Was Disclosed

Shaun Carlson filed a Form 3 reporting his initial beneficial ownership at Ingersoll Rand Inc. as of October 27, 2026, disclosing four derivative security positions totaling 3,232 RSUs, 2,129 RSUs, 7,951 stock options, and 5,274 stock options, with no direct common stock holdings reported.