Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AECOMACM · Entity 3602 | Director | March 01, 2023 | March 03, 2023 |
| ATI INCATI · Entity 944 | Director | May 15, 2020 | May 19, 2020 |
| Enpro Inc.NPO · Entity 3782 | Director | March 15, 2023 | March 16, 2023 |
| Metallus Inc.TMST · Entity 5137 | Director | May 02, 2023 | May 02, 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.
AECOM
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,970 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Exercise / conversion · Acquired 2,297 · Balance 4,970 F1: Each restricted stock unit represented a contingent right to receive, upon vesting, one share of the Issuer's common stock. On March 1, 2023, the restricted stock units vested and were settled for an equal number of shares of the Issuer's common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-01 · Exercise / conversion · Disposed 2,297 · Balance 0 F1: Each restricted stock unit represented a contingent right to receive, upon vesting, one share of the Issuer's common stock. On March 1, 2023, the restricted stock units vested and were settled for an equal number of shares of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represented a contingent right to receive, upon vesting, one share of the Issuer's common stock. On March 1, 2023, the restricted stock units vested and were settled for an equal number of shares of the Issuer's common stock.
ATI INC
Report date May 15, 2020 · Filed May 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | Not disclosed |
Reported balance
After 2020-05-15 transaction · row 1
1 source rowRow 1 · 2020-05-15 · Tax withholding · Acquired 32 · Balance Not disclosed F1: Shares withheld for payment of taxes in connection with the May 15, 2020 vesting of restricted stock granted in May 2017. F2: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on May 15, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes in connection with the May 15, 2020 vesting of restricted stock granted in May 2017.
F2: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on May 15, 2020.
Enpro Inc.
Report date March 15, 2023 · Filed March 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 21,343 |
Reported balance
After 2023-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-15 · Grant · Acquired 64 · Balance 21,343 F1: 1-for-1 F2: Dividend equivalent rights accrued to previously granted phantom stock awards under the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F3: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F4: Balance includes multiple phantom stock grants, phantom stock accruals and previously accrued dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Dividend equivalent rights accrued to previously granted phantom stock awards under the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc.
F3: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate.
F4: Balance includes multiple phantom stock grants, phantom stock accruals and previously accrued dividend equivalents.
Metallus Inc.
Report date May 02, 2023 · Filed May 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 107,201 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Grant · Acquired 7,125 · Balance 107,201 F1: The reported transaction is an award of restricted stock units which will vest in full on May 2, 2024, subject to the terms of the grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock units which will vest in full on May 2, 2024, subject to the terms of the grant agreement.
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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 27, 2017 10:14 UTC | Enpro Inc. NPO · Entity 3782 | GrantPhantom Stock · Derivative | 49 | $66.99 | $3,282.51 |
DisclosureSEC source: 0001225208-17-006808 · doc4.xml · derivative · entry 1 CREEL DIANE C · CIK 0000904698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,064 Underlying: Common Stock · 49 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Dividend equivalent rights accrued to previously granted phantom stock awards under the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F4 · price: Price is based on the closing selling price of common stock pursuant to the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F3 · derivative.exercise_date: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F3 · derivative.expiration_date: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F5 · balance_after: Balance includes multiple phantom stock grants, phantom stock accruals and previously accrued dividend equivalents. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 09:58 UTC | Enpro Inc. NPO · Entity 3782 | GrantPhantom Stock · Derivative | 1,399 | $67.91 | $95,006.09 |
DisclosureSEC source: 0001225208-17-003078 · doc4.xml · derivative · entry 1 CREEL DIANE C · CIK 0000904698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,015 Underlying: Common Stock · 1,399 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · shares: Shares acquired under the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F3 · derivative.exercise_date: Upon retirement F4 · derivative.expiration_date: These shares do not have an expiration date and they are exercisable upon retirement Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 14:27 UTC | Enpro Inc. NPO · Entity 3782 | GrantPhantom Stock · Derivative | 43 | $65.97 | $2,836.71 |
DisclosureSEC source: 0001225208-16-043380 · doc4.xml · derivative · entry 1 CREEL DIANE C · CIK 0000904698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,616 Underlying: Common Stock · 43 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Dividend equivalent rights accrued to previously granted phantom stock awards under the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F4 · price: Price is based on the closing selling price of common stock pursuant to the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F3 · derivative.exercise_date: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F3 · derivative.expiration_date: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F5 · balance_after: Balance includes multiple phantom stock grants, phantom stock accruals and previously accrued dividend equivalents. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 11:47 UTC | Enpro Inc. NPO · Entity 3782 | GrantPhantom Stock · Derivative | 52 | $55.03 | $2,861.56 |
DisclosureSEC source: 0001225208-16-039430 · doc4.xml · derivative · entry 1 CREEL DIANE C · CIK 0000904698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,573 Underlying: Common Stock · 52 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Dividend equivalent rights accrued to previously granted phantom stock awards under the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F4 · price: Price is based on the closing selling price of common stock pursuant to the Amended and Restated 2002 Equity Compensation Plan of EnPro Industries, Inc. F3 · derivative.exercise_date: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F3 · derivative.expiration_date: Vesting and payout occurs on the earliest of death, disability or the vesting and payout of the underlying award with respect to which the dividend equivalents relate. F5 · balance_after: Balance includes multiple phantom stock grants, phantom stock accruals and previously accrued dividend equivalents. 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.