Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | Director | January 23, 2023 | January 26, 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.
COLUMBUS MCKINNON CORP
Report date January 23, 2023 · Filed January 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,631 |
Reported balance
After 2023-01-23 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2023-01-23 · Grant · Acquired 380 · Balance 54,631 F1: 380.9596 restricted stock units became fully vested upon reporting persons retirement as director of issuer on January 21, 2023 of which 380 shares were issued as common stock and .9596 was issued in cash of $33.46. |
| Common StockSEC Table I · non-derivative | Direct | 54,251 |
Reported balance
Holding disclosure · report date 2023-01-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 54,251 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-23 · Exercise / conversion · Acquired 380.9596 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F1: 380.9596 restricted stock units became fully vested upon reporting persons retirement as director of issuer on January 21, 2023 of which 380 shares were issued as common stock and .9596 was issued in cash of $33.46. |
Filing footnotes · ownership attribution and instrument terms
F1: 380.9596 restricted stock units became fully vested upon reporting persons retirement as director of issuer on January 21, 2023 of which 380 shares were issued as common stock and .9596 was issued in cash of $33.46.
F2: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.
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 |
|---|---|---|---|---|---|---|
| July 28, 2017 Filed Jul 31, 2017 15:43 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Units · Derivative | 383.6386 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000258 · wf-form4_150151577556999.xml · derivative · entry 5 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 383.6386 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_date: 383.6386 restricted stock units became fully vested on July 28, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $16.58. F2 · derivative.expiration_date: 383.6386 restricted stock units became fully vested on July 28, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $16.58. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 15:43 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000258 · wf-form4_150151577556999.xml · nonDerivative · entry 3 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: 383.6386 restricted stock units became fully vested on July 28, 2017, of which 383 shares were issued as common stock and .6386 was issued in cash of $16.58. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 15:43 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Units · Derivative | 381.3279 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000258 · wf-form4_150151577556999.xml · derivative · entry 4 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381.3279 Underlying: Common Stock · 762.6558 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F1 · derivative.exercise_date: 381.3279 restricted stock units became fully vested on July 27, 2017, of which 381 shares were issued as common stock and .3279 was issued in cash of $8.45. The remaining 381.3279 units become fully vested on July 27, 2018, if reporting person remains a director of issuer. F1 · derivative.expiration_date: 381.3279 restricted stock units became fully vested on July 27, 2017, of which 381 shares were issued as common stock and .3279 was issued in cash of $8.45. The remaining 381.3279 units become fully vested on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 15:43 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 381 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000258 · wf-form4_150151577556999.xml · nonDerivative · entry 2 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,491 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: 381.3279 restricted stock units became fully vested on July 27, 2017, of which 381 shares were issued as common stock and .3279 was issued in cash of $8.45. The remaining 381.3279 units become fully vested on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| July 24, 2017 Filed Jul 25, 2017 20:17 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000245 · wf-form4_150101381156365.xml · derivative · entry 3 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 0 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: Represents restricted stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan dated as of July 18, 2016. Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 24, 2018, 25% on July 24, 2019 and 25% on July 24, 2020, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Represents restricted stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan dated as of July 18, 2016. Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 24, 2018, 25% on July 24, 2019 and 25% on July 24, 2020, if reporting person remains a director of issuer. Read SEC document |
| July 24, 2017 Filed Jul 25, 2017 20:17 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantCommon Stock | 2,381 | $25.20 | $60,001.20 |
DisclosureSEC source: 0001005229-17-000245 · wf-form4_150101381156365.xml · nonDerivative · entry 2 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,110 F1 · shares: Represents shares granted to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan dated as of July 18, 2016. Read SEC document |
| July 18, 2017 Filed Jul 21, 2017 18:34 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionRestricted Stock Units · Derivative | 755.327 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000230 · wf-form4_150066205783311.xml · derivative · entry 3 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755.3272 Underlying: Common Stock · 1,510.6542 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F3 · derivative.exercise_date: 755.3270 restricted stock units vested on July 18, 2017 and the remaining 755.3272 units become fully vested and non-forfeitable 50% on July 18, 2018 and 50% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: 755.3270 restricted stock units vested on July 18, 2017 and the remaining 755.3272 units become fully vested and non-forfeitable 50% on July 18, 2018 and 50% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| July 18, 2017 Filed Jul 21, 2017 18:34 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | Exercise / conversionCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000230 · wf-form4_150066205783311.xml · nonDerivative · entry 2 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,729 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: 755.3270 restricted stock units became fully vested on July 18, 2017, of which 755 shares were issued as common stock and .3270 was issued in cash of $8.37. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:22 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 0.6056 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000111 · wf-form4_149503811436892.xml · derivative · entry 4 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383.6386 Underlying: Common Stock · 383.033 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:22 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1.2112 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000111 · wf-form4_149503811436892.xml · derivative · entry 3 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762.6558 Underlying: Common Stock · 761.4446 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:22 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 2.4223 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000111 · wf-form4_149503811436892.xml · derivative · entry 2 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510.6542 Underlying: Common Stock · 1,508.2319 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:29 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 0.5537 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000043 · wf-form4_148780256206254.xml · derivative · entry 4 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383.033 Underlying: Common Stock · 382.4793 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:29 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1.1074 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000043 · wf-form4_148780256206254.xml · derivative · entry 3 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761.4446 Underlying: Common Stock · 760.3372 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:29 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 2.2148 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-17-000043 · wf-form4_148780256206254.xml · derivative · entry 2 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508.2319 Underlying: Common Stock · 1,506.0171 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:54 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 0.6245 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000521 · wf-form4_147985527349590.xml · derivative · entry 4 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382.4793 Underlying: Common Stock · 381.8548 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:54 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 1.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000521 · wf-form4_147985527349590.xml · derivative · entry 3 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760.3372 Underlying: Common Stock · 759.0882 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 22:54 UTC | COLUMBUS MCKINNON CORP CMCO · Entity 5477 | GrantRestricted Stock Units · Derivative | 2.498 | $0.00 | $0.00 |
DisclosureSEC source: 0001005229-16-000521 · wf-form4_147985527349590.xml · derivative · entry 2 Mc Carthy Liam · CIK 0001330344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506.0171 Underlying: Common Stock · 1,503.5191 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock. F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment. F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer. 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.