Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | VP & Group President PEP | August 17, 2023 | August 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARPENTER TECHNOLOGY CORP
Report date August 17, 2023 · Filed August 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,616 |
Reported balance
After 2023-08-17 transaction · row 1
1 source rowRow 1 · 2023-08-17 · Tax withholding · Disposed 822 · Balance 25,616 F1: In connection with the vesting of previously reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of previously reported restricted stock units.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 17, 2023 Filed Aug 21, 2023 20:15 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 822 | $57.51 | $47,273.22 |
DisclosureSEC source: 0001062993-23-016910 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group President PEP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,616 F1 · price: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:44 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 919 | $58.38 | $53,651.22 |
DisclosureSEC source: 0001062993-23-016846 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP and Group President PEP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,438 F1 · price: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:48 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 3,874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-016738 · form4.xml · nonDerivative · entry 2 GRAF DAVID · CIK 0001871465 · VP & Group President - PEP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,357 F2 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:48 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 880 | $58.09 | $51,119.20 |
DisclosureSEC source: 0001062993-23-016738 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group President - PEP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,483 F1 · price: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 18, 2023 Filed Jul 20, 2023 20:52 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,970 | $57.80 | $113,866.00 |
DisclosureSEC source: 0001062993-23-015119 · form4.xml · nonDerivative · entry 2 GRAF DAVID · CIK 0001871465 · VP & Group President - PEP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,363 F2 · price: In connection with the vesting of reported performance award under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 18, 2023 Filed Jul 20, 2023 20:52 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 6,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-015119 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group President - PEP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,333 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 17, 2020, and performance period ending June 30, 2023. The financial results were confirmed and approved on July 18, 2023, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 18, 2023, the Human Capital Management Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 20:15 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 536 | $37.56 | $20,132.16 |
DisclosureSEC source: 0001062993-22-018470 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group President - PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,480 F1 · price: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 21:55 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 598 | $39.05 | $23,351.90 |
DisclosureSEC source: 0001062993-22-018305 · form4.xml · nonDerivative · entry 3 GRAF DAVID · CIK 0001871465 · VP & Group VP - PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,016 F2 · price: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:55 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 162 | $37.32 | $6,045.84 |
DisclosureSEC source: 0001062993-22-018305 · form4.xml · nonDerivative · entry 2 GRAF DAVID · CIK 0001871465 · VP & Group VP - PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,614 F2 · price: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:55 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 6,029 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-018305 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group VP - PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,776 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 19, 2022 Filed Jul 21, 2022 23:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 287 | $29.16 | $8,368.92 |
DisclosureSEC source: 0001062993-22-016626 · form4.xml · nonDerivative · entry 2 GRAF DAVID · CIK 0001871465 · VP and Group VP PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,747 F2 · kind: In connection with the vesting of reported performance award under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. F3 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| July 19, 2022 Filed Jul 21, 2022 23:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 1,006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-016626 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP and Group VP PEP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,034 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 15, 2019, and performance period ending June 30, 2022. The financial results were confirmed and approved on July 19, 2022, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 19, 2022, the Human Capital Management Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 16:51 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 184 | $31.62 | $5,818.08 |
DisclosureSEC source: 0001062993-21-008562 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP and Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,028 F1 · kind: In connection with the vest of previously reported restricted stock units. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 19:23 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 781 | $34.57 | $26,999.17 |
DisclosureSEC source: 0001062993-21-007763 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP and Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,212 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 21:03 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 6,298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-007671 · form4.xml · nonDerivative · entry 2 GRAF DAVID · CIK 0001871465 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,993 F2 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:03 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 236 | $36.95 | $8,720.20 |
DisclosureSEC source: 0001062993-21-007671 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,695 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 20:07 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 709 | $38.46 | $27,268.14 |
DisclosureSEC source: 0001062993-21-006676 · form4.xml · nonDerivative · entry 2 GRAF DAVID · CIK 0001871465 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931 F2 · kind: In connection with the distribution of the reported stock award. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 20:07 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 1,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-006676 · form4.xml · nonDerivative · entry 1 GRAF DAVID · CIK 0001871465 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 6, 2018, and performance period ending June 30, 2021. The financial results were confirmed and approved on July 21, 2021, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 21, 2021, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.