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CARLISLE COMPANIES INC

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982
SEC CIK
0000790051
Parsed reports
691

Last 12 months

Inside the activity.

0 purchase rows · 18 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 2026018
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 03, 2025 Filed Mar 4, 2025 18:14 UTC
Hansen MaiaDirector
GrantRestriced Stock Units · Derivative 2 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000087 · wk-form4_1741112055.xml · derivative · entry 1

Hansen Maia · CIK 0001800547 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 329

Underlying: Common Stock · 2 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F1 · shares: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F2 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 18:11 UTC GrantRestricted Stock Units · Derivative 26 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000085 · wk-form4_1741111910.xml · derivative · entry 1

Frias James D · CIK 0001477666 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,542

Underlying: Common Stock · 26 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F1 · shares: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F2 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 18:08 UTC GrantRestricted Stock Units · Derivative 18 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000083 · wk-form4_1741111720.xml · derivative · entry 1

Collins Jonathan R. · CIK 0001683884 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,833

Underlying: Common Stock · 18 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F1 · shares: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F2 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 18:05 UTC GrantRestricted Stock Units · Derivative 73 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000081 · wk-form4_1741111532.xml · derivative · entry 1

BOHN ROBERT G · CIK 0001190796 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,018

Underlying: Common Stock · 73 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F1 · shares: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F2 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 18:00 UTC GrantRestricted Stock Units · Derivative 58 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000079 · wk-form4_1741111250.xml · derivative · entry 1

ADAMS ROBIN J · CIK 0001044213 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,612

Underlying: Common Stock · 58 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F1 · shares: Represents additional restricted stock units acquired as a result of the quarterly dividend declared and paid by the issuer. Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F2 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:27 UTC
READY FRANK J.President, CWT
Tax withholdingCommon Stock 1,395 $350.53 $488,989.35
Disclosure

SEC source: 0000790051-25-000074 · wk-form4_1739298440.xml · nonDerivative · entry 2

READY FRANK J. · CIK 0001947798 · President, CWT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,510

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:27 UTC
READY FRANK J.President, CWT
GrantCommon Stock 2,600 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000074 · wk-form4_1739298440.xml · nonDerivative · entry 1

READY FRANK J. · CIK 0001947798 · President, CWT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,905

F1 · shares: Represents 2,600 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:25 UTC
Wallace SusanVP & CHRO
Tax withholdingCommon Stock 137 $350.53 $48,022.61
Disclosure

SEC source: 0000790051-25-000072 · wk-form4_1739298332.xml · nonDerivative · entry 2

Wallace Susan · CIK 0002048016 · VP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,351

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:25 UTC
Wallace SusanVP & CHRO
GrantCommon Stock 270 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000072 · wk-form4_1739298332.xml · nonDerivative · entry 1

Wallace Susan · CIK 0002048016 · VP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,488

F1 · shares: Represents 270 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:23 UTC
Schwar StephenPresident, CCM
Tax withholdingCommon Stock 1,300 $350.53 $455,689.00
Disclosure

SEC source: 0000790051-25-000070 · wk-form4_1739298216.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,125

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:23 UTC
Schwar StephenPresident, CCM
GrantCommon Stock 2,590 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000070 · wk-form4_1739298216.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,425

F1 · shares: Represents 2,590 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:21 UTC
Easton Andrew CVP & Chief Accounting Officer
Tax withholdingCommon Stock 63 $350.53 $22,083.39
Disclosure

SEC source: 0000790051-25-000068 · wk-form4_1739298111.xml · nonDerivative · entry 2

Easton Andrew C · CIK 0002031558 · VP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 547

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:21 UTC
Easton Andrew CVP & Chief Accounting Officer
GrantCommon Stock 150 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000068 · wk-form4_1739298111.xml · nonDerivative · entry 1

Easton Andrew C · CIK 0002031558 · VP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 610

F1 · shares: Represents 150 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:18 UTC
PATEL MEHULVP, Investor Relations
SaleCommon Stock 150 $350.53 $52,579.50
Disclosure

SEC source: 0000790051-25-000066 · wk-form4_1739297927.xml · nonDerivative · entry 2

PATEL MEHUL · CIK 0001989391 · VP, Investor Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 815

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:18 UTC
PATEL MEHULVP, Investor Relations
GrantCommon Stock 280 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000066 · wk-form4_1739297927.xml · nonDerivative · entry 1

PATEL MEHUL · CIK 0001989391 · VP, Investor Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 965

F1 · shares: Represents 280 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:17 UTC
SMITH DAVID WVP, Sustainability
Tax withholdingCommon Stock 210 $350.53 $73,611.30
Disclosure

SEC source: 0000790051-25-000064 · wk-form4_1739297817.xml · nonDerivative · entry 2

SMITH DAVID W · CIK 0001990746 · VP, Sustainability

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,309

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:17 UTC
SMITH DAVID WVP, Sustainability
GrantCommon Stock 500 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000064 · wk-form4_1739297817.xml · nonDerivative · entry 1

SMITH DAVID W · CIK 0001990746 · VP, Sustainability

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,519

F1 · shares: Represents 500 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:15 UTC
Sifontes JuanVP, Carlisle Operating System
Tax withholdingCommon Stock 115 $350.53 $40,310.95
Disclosure

SEC source: 0000790051-25-000062 · wk-form4_1739297728.xml · nonDerivative · entry 2

Sifontes Juan · CIK 0002052016 · VP, Carlisle Operating System

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:15 UTC
Sifontes JuanVP, Carlisle Operating System
GrantCommon Stock 430 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000062 · wk-form4_1739297728.xml · nonDerivative · entry 1

Sifontes Juan · CIK 0002052016 · VP, Carlisle Operating System

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 615

F1 · shares: Represents 430 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:13 UTC
Zdimal Kevin PVP & Chief Financial Officer
Tax withholdingCommon Stock 4,860 $350.53 $1,703,575.80
Disclosure

SEC source: 0000790051-25-000060 · wk-form4_1739297591.xml · nonDerivative · entry 2

Zdimal Kevin P · CIK 0001492140 · VP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,545

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:13 UTC
Zdimal Kevin PVP & Chief Financial Officer
GrantCommon Stock 9,450 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000060 · wk-form4_1739297591.xml · nonDerivative · entry 1

Zdimal Kevin P · CIK 0001492140 · VP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,405

F1 · shares: Represents 9,450 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:11 UTC
Selbach Scott CExec VP, Secy & Gen Counsel
Tax withholdingCommon Stock 2,264 $350.53 $793,599.92
Disclosure

SEC source: 0000790051-25-000058 · wk-form4_1739297468.xml · nonDerivative · entry 2

Selbach Scott C · CIK 0001398657 · Exec VP, Secy & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,351

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:11 UTC
Selbach Scott CExec VP, Secy & Gen Counsel
GrantCommon Stock 2,640 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000058 · wk-form4_1739297468.xml · nonDerivative · entry 1

Selbach Scott C · CIK 0001398657 · Exec VP, Secy & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,615

F1 · shares: Represents 2,640 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:08 UTC
KOCH D CHRISTIANChair, President & CEO
Tax withholdingCommon Stock 11,409 $350.53 $3,999,196.77
Disclosure

SEC source: 0000790051-25-000056 · wk-form4_1739297311.xml · nonDerivative · entry 2

KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,632

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance share grant and the vesting of previously awarded restricted shares.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:08 UTC
KOCH D CHRISTIANChair, President & CEO
GrantCommon Stock 17,750 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000056 · wk-form4_1739297311.xml · nonDerivative · entry 1

KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,041

F1 · shares: Represents 17,750 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
February 07, 2025 Filed Feb 7, 2025 22:23 UTC SaleCommon Stock 1,050 $349.24 $366,702.00
Disclosure

SEC source: 0000790051-25-000036 · wk-form4_1738966993.xml · nonDerivative · entry 1

Collins Jonathan R. · CIK 0001683884 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,665

Read SEC document
January 28, 2025 Filed Jan 28, 2025 23:31 UTC GrantCommon Stock 111 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000004 · wk-form4_1738107098.xml · nonDerivative · entry 1

Palmer Sheryl · CIK 0001570190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111

F1 · shares: Represents a grant of 111 restricted shares from the issuer for services as a director of the issuer.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:20 UTC
Sifontes JuanVP, Carlisle Operating System
GrantEmployee Stock Option (Right to Buy) · Derivative 635 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000027 · wk-form4_1738189239.xml · derivative · entry 2

Sifontes Juan · CIK 0002052016 · VP, Carlisle Operating System

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 635

Underlying: Common Stock · 635 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:20 UTC
Sifontes JuanVP, Carlisle Operating System
GrantCommon Stock 185 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000027 · wk-form4_1738189239.xml · nonDerivative · entry 1

Sifontes Juan · CIK 0002052016 · VP, Carlisle Operating System

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185

F1 · shares: Represents a grant of 185 restricted shares from the issuer as an executive officer of the issuer.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:29 UTC
Wallace SusanVP & CHRO
GrantEmployee Stock Option (Right to Buy) · Derivative 965 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000030 · wk-form4_1738189792.xml · derivative · entry 2

Wallace Susan · CIK 0002048016 · VP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 965

Underlying: Common Stock · 965 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:29 UTC
Wallace SusanVP & CHRO
GrantCommon Stock 280 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000030 · wk-form4_1738189792.xml · nonDerivative · entry 1

Wallace Susan · CIK 0002048016 · VP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,218

F1 · shares: Represents a grant of 280 restricted shares from the issuer as an executive officer of the issuer.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:37 UTC
Easton Andrew CVP & Chief Accounting Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 560 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000032 · wk-form4_1738190227.xml · derivative · entry 2

Easton Andrew C · CIK 0002031558 · VP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 560

Underlying: Common Stock · 560 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:37 UTC
Easton Andrew CVP & Chief Accounting Officer
GrantCommon Stock 160 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000032 · wk-form4_1738190227.xml · nonDerivative · entry 1

Easton Andrew C · CIK 0002031558 · VP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 460

F1 · shares: Represents a grant of 160 restricted shares from the issuer as an executive officer of the issuer.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:11 UTC
PATEL MEHULVP, Investor Relations
GrantEmployee Stock Option (Right to Buy) · Derivative 655 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000025 · wk-form4_1738188692.xml · derivative · entry 2

PATEL MEHUL · CIK 0001989391 · VP, Investor Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 655

Underlying: Common Stock · 655 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:11 UTC
PATEL MEHULVP, Investor Relations
GrantCommon Stock 190 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000025 · wk-form4_1738188692.xml · nonDerivative · entry 1

PATEL MEHUL · CIK 0001989391 · VP, Investor Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 685

F1 · shares: Represents a grant of 190 restricted shares from the issuer for services as an executive officer of the issuer.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 21:56 UTC
Schwar StephenPresident, CCM
GrantEmployee Stock Option (Right to Buy) · Derivative 2,945 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000021 · wk-form4_1738187804.xml · derivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,945

Underlying: Common Stock · 2,945 shares

Expires 2035-01-27

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 21:56 UTC
Schwar StephenPresident, CCM
GrantCommon Stock 855 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000021 · wk-form4_1738187804.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,835

F1 · shares: Represents a grant of 855 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 39 shares acquired in the issuer's defined contribution plan during the prior year and 5 shares acquired via dividend reinvestment plan during the prior year.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:02 UTC
SMITH DAVID WVP, Sustainability
GrantEmployee Stock Option (Right to Buy) · Derivative 555 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000023 · wk-form4_1738188166.xml · derivative · entry 2

SMITH DAVID W · CIK 0001990746 · VP, Sustainability

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 555

Underlying: Common Stock · 555 shares

Expires 2035-01-27

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 22:02 UTC
SMITH DAVID WVP, Sustainability
GrantCommon Stock 160 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000023 · wk-form4_1738188166.xml · nonDerivative · entry 1

SMITH DAVID W · CIK 0001990746 · VP, Sustainability

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,019

F1 · shares: Represents a grant of 160 restricted shares from the issuer as an executive officer of the issuer.

F2 · balance_after: Includes 25 shares acquired in the issuer's defined contribution plan during the prior year.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 21:44 UTC
READY FRANK J.President, CWT
GrantEmployee Stock Option (Right to Buy) · Derivative 2,845 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000019 · wk-form4_1738187078.xml · derivative · entry 2

READY FRANK J. · CIK 0001947798 · President, CWT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,845

Underlying: Common Stock · 2,845 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 21:44 UTC
READY FRANK J.President, CWT
GrantCommon Stock 825 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000019 · wk-form4_1738187078.xml · nonDerivative · entry 1

READY FRANK J. · CIK 0001947798 · President, CWT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,305

F1 · shares: Represents a grant of 825 restricted shares from the issuer for services as an executive officer of the issuer.

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January 28, 2025 Filed Jan 29, 2025 21:39 UTC
Zdimal Kevin PVP & Chief Financial Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 4,375 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000017 · wk-form4_1738186734.xml · derivative · entry 2

Zdimal Kevin P · CIK 0001492140 · VP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,375

Underlying: Common Stock · 4,375 shares

Expires 2035-01-27

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

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January 28, 2025 Filed Jan 29, 2025 21:39 UTC
Zdimal Kevin PVP & Chief Financial Officer
GrantCommon Stock 1,270 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000017 · wk-form4_1738186734.xml · nonDerivative · entry 1

Zdimal Kevin P · CIK 0001492140 · VP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,955

F1 · shares: Represents a grant of 1,270 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 44 shares acquired in the issuer's defined contribution plan during the prior year.

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January 28, 2025 Filed Jan 29, 2025 21:30 UTC
Selbach Scott CExec VP, Secy & Gen Counsel
GrantCommon Stock 3,535 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000015 · wk-form4_1738186221.xml · nonDerivative · entry 1

Selbach Scott C · CIK 0001398657 · Exec VP, Secy & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,975

F1 · shares: Represents a grant of 3,535 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 13 shares acquired in the issuer's defined contribution plan during the prior year.

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January 28, 2025 Filed Jan 29, 2025 21:25 UTC
KOCH D CHRISTIANChair, President & CEO
GrantEmployee Stock Option (Right to Buy) · Derivative 22,805 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000013 · wk-form4_1738185946.xml · derivative · entry 3

KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,805

Underlying: Common Stock · 22,805 shares

Expires 2035-01-27

F4 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

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January 28, 2025 Filed Jan 29, 2025 21:25 UTC
KOCH D CHRISTIANChair, President & CEO
GrantCommon Stock 6,605 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000013 · wk-form4_1738185946.xml · nonDerivative · entry 1

KOCH D CHRISTIAN · CIK 0001190801 · Chair, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,291

F1 · shares: Represents a grant of 6,605 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 34 shares acquired in the issuer's defined contribution plan during the prior year.

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January 28, 2025 Filed Jan 29, 2025 21:08 UTC GrantDeferred Stock Units · Derivative 39 $395.46 $15,422.94
Disclosure

SEC source: 0000790051-25-000011 · wk-form4_1738184923.xml · derivative · entry 2

OSTRANDER GREGG A · CIK 0001071491 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39

Underlying: Common Stock · 39 shares

Expires not disclosed

F2 · derivative.exercise_price: Each deferred stock unit is the economic equivalent of one share of the issuer's common stock. The deferred stock units become payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based upon the closing price of the issuer's common stock on the payment date.

F3 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F2 · derivative.exercise_date: Each deferred stock unit is the economic equivalent of one share of the issuer's common stock. The deferred stock units become payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based upon the closing price of the issuer's common stock on the payment date.

F2 · derivative.expiration_date: Each deferred stock unit is the economic equivalent of one share of the issuer's common stock. The deferred stock units become payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based upon the closing price of the issuer's common stock on the payment date.

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January 28, 2025 Filed Feb 11, 2025 17:57 UTC Amendment
READY FRANK J.President, CWT
GrantEmployee Stock Option (Right to Buy) · Derivative 2,900 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000054 · wk-form4a_1739296615.xml · derivative · entry 2

READY FRANK J. · CIK 0001947798 · President, CWT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,900

Underlying: Common Stock · 2,900 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

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January 28, 2025 Filed Feb 11, 2025 17:57 UTC Amendment
READY FRANK J.President, CWT
GrantCommon Stock 825 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000054 · wk-form4a_1739296615.xml · nonDerivative · entry 1

READY FRANK J. · CIK 0001947798 · President, CWT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,305

F1 · shares: Represents a grant of 825 restricted shares from the issuer for services as an executive officer of the issuer.

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January 28, 2025 Filed Feb 11, 2025 17:54 UTC Amendment
Wallace SusanVP & CHRO
GrantEmployee Stock Option (Right to Buy) · Derivative 985 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000052 · wk-form4a_1739296488.xml · derivative · entry 2

Wallace Susan · CIK 0002048016 · VP & CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 985

Underlying: Common Stock · 985 shares

Expires 2035-01-27

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.