Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | Group President | January 05, 2015 | January 07, 2015 |
| KENNAMETAL INCKMT · Entity 1346 | Director | August 26, 2025 | August 28, 2025 |
| SHERWIN WILLIAMS COSHW · Entity 2948 | Director | April 10, 2023 | April 12, 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.
CATERPILLAR INC
Report date January 05, 2015 · Filed January 07, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $88.51 · Expires 2020-02-01 | Direct | 241,985 |
Reported balance
After 2015-01-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2015-01-05 · Grant · Acquired 241,985 · Balance 241,985 |
KENNAMETAL INC
Report date August 26, 2025 · Filed August 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,227 |
Reported balance
After 2025-08-26 transaction · row 1
1 source rowRow 1 · 2025-08-26 · Grant · Acquired 1,164 · Balance 91,227 |
SHERWIN WILLIAMS CO
Report date April 10, 2023 · Filed April 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Plan | 7,735.26 |
Reported balance
After 2023-04-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-04-10 · Grant · Acquired 36.48 · Balance 7,735.26 F1: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. |
| Common StockSEC Table I · non-derivative | Direct | 9,382 |
Reported balance
Holding disclosure · report date 2023-04-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,382 F3: Of shares listed, 1,282 are restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement.
F2: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan.
F3: Of shares listed, 1,282 are restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Summit Materials, Inc.
Report date February 10, 2025 · Filed February 10, 2025
Section 16 reporting ended · disclosed 2025-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-10 transaction · row 1
1 source rowRow 1 · 2025-02-10 · Disposition to issuer · Disposed 39,013 · Balance 0 F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., (i) each share of Class A common stock of the issuer held by the reporting person was canceled, retired and converted into the right to receive $52.50 in cash (the "Merger Consideration") and (ii) each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive the Merger Consideration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-10 · Disposition to issuer · Disposed 3,341 · Balance 0 F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., (i) each share of Class A common stock of the issuer held by the reporting person was canceled, retired and converted into the right to receive $52.50 in cash (the "Merger Consideration") and (ii) each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive the Merger Consideration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-10 · Disposition to issuer · Disposed 2,547 · Balance 0 F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., (i) each share of Class A common stock of the issuer held by the reporting person was canceled, retired and converted into the right to receive $52.50 in cash (the "Merger Consideration") and (ii) each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., (i) each share of Class A common stock of the issuer held by the reporting person was canceled, retired and converted into the right to receive $52.50 in cash (the "Merger Consideration") and (ii) each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive the Merger Consideration.
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 15, 2022 Filed Aug 17, 2022 18:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 3,977 | $27.27 | $108,452.79 |
DisclosureSEC source: 0001723211-22-000029 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,007 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. Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 18:21 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 173.39 | $237.91 | $41,251.21 |
DisclosureSEC source: 0001209191-22-041879 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 7,267.13 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| May 24, 2022 Filed May 25, 2022 19:03 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 790 | $26.09 | $20,611.10 |
DisclosureSEC source: 0001723211-22-000010 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,030 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. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 18:59 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 155.91 | $264.59 | $41,252.23 |
DisclosureSEC source: 0001209191-22-024103 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 7,080.39 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 18:25 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 682 | $30.22 | $20,610.04 |
DisclosureSEC source: 0001723211-22-000006 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,240 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. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:25 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-004928 · wf-form4_164634266901173.xml · derivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,815 Underlying: Class A Common Stock · 3,815 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer ("Class A Common Stock"). The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's Human Capital and Compensation Committee. F2 · derivative.exercise_date: These restricted stock units vest on February 28, 2023. F2 · derivative.expiration_date: These restricted stock units vest on February 28, 2023. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 17:49 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionRestricted Stock Units · Derivative | 4,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-004581 · wf-form4_164617493919270.xml · derivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,374 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 share of Class A Common Stock. The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's Human Capital and Compensation Committee. F3 · derivative.exercise_date: On March 30, 2021, the Reporting Person was granted 4,374 restricted stock units that vested on February 28, 2022. F3 · derivative.expiration_date: On March 30, 2021, the Reporting Person was granted 4,374 restricted stock units that vested on February 28, 2022. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 17:49 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionClass A Common Stock | 4,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-22-004581 · wf-form4_164617493919270.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,640 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 · price: Reflects restricted stock units that upon vesting converted into shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 17:12 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 529 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010559 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,671 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Stock Plan for Nonemployee Directors. F2 · balance_after: Of shares listed, 1,246 are restricted stock units. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 17:37 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 125.79 | $327.94 | $41,251.57 |
DisclosureSEC source: 0001209191-22-002816 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 6,907.08 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 18:05 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 523 | $39.41 | $20,611.43 |
DisclosureSEC source: 0001723211-21-000060 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,558 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. Read SEC document |
| October 08, 2021 Filed Oct 13, 2021 22:53 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 137.25 | $291.45 | $40,001.51 |
DisclosureSEC source: 0001209191-21-060395 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 6,770.47 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| August 24, 2021 Filed Aug 25, 2021 19:29 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 562 | $36.69 | $20,619.78 |
DisclosureSEC source: 0001723211-21-000053 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,035 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. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:44 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000043 · primary_doc.xml · derivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,690 Underlying: Common Stock · 1,345 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. F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:44 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000043 · primary_doc.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,498 Underlying: Common Stock · 1,498 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. F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:44 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 86 | $36.72 | $3,157.92 |
DisclosureSEC source: 0001723211-21-000043 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,473 Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:44 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 2,843 | $36.72 | $104,394.96 |
DisclosureSEC source: 0001723211-21-000043 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,559 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. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 18:44 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 3,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000043 · primary_doc.xml · derivative · entry 5 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,404 Underlying: Common Stock · 3,404 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 17:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000028 · primary_doc.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,105 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. F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 17:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 33 | $36.25 | $1,196.25 |
DisclosureSEC source: 0001723211-21-000028 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,716 Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 17:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 1,105 | $36.25 | $40,056.25 |
DisclosureSEC source: 0001723211-21-000028 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,749 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. Read SEC document |
| July 02, 2021 Filed Jul 7, 2021 17:57 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 145.48 | $274.96 | $40,001.18 |
DisclosureSEC source: 0001209191-21-045769 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 6,621.04 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| May 25, 2021 Filed May 26, 2021 17:38 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 545 | $37.84 | $20,622.80 |
DisclosureSEC source: 0001723211-21-000012 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,644 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. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 21:12 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 157.88 | $253.36 | $40,000.48 |
DisclosureSEC source: 0001209191-21-025914 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 6,463.02 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 21:22 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 4,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-045791 · tm2111872-6_4seq1.xml · derivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 Underlying: Class A Common Stock · 4,374 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock of the Issuer ("Class A Common Stock"). The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These restricted stock units vest on February 28, 2022. F2 · derivative.expiration_date: These restricted stock units vest on February 28, 2022. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 19:26 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionRestricted Stock Units · Derivative | 5,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-030930 · a4.xml · derivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,342 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 share of Class A Common Stock. The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: On February 28, 2020, the Reporting Person was granted 5,342 restricted stock units that vested on February 28, 2021. F3 · derivative.expiration_date: On February 28, 2020, the Reporting Person was granted 5,342 restricted stock units that vested on February 28, 2021. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 19:26 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionClass A Common Stock | 5,342 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-030930 · a4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,266 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 · price: Reflects restricted stock units that upon vesting converted into shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 19:28 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 552 | $37.37 | $20,628.24 |
DisclosureSEC source: 0001723211-21-000004 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,099 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. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:56 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012033 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,714 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Stock Plan for Nonemployee Directors. F2 · balance_after: Of shares listed, 541 are restricted stock units. Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 16:20 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 54.96 | $727.84 | $40,002.09 |
DisclosureSEC source: 0001209191-21-003181 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 2,096.79 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 19:56 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 510 | $36.92 | $18,829.20 |
DisclosureSEC source: 0001723211-20-000058 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,547 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. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 18:09 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 58.07 | $688.84 | $40,000.94 |
DisclosureSEC source: 0001209191-20-053981 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 2,037.99 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 18:48 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 646 | $29.15 | $18,830.90 |
DisclosureSEC source: 0001723211-20-000051 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,037 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. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:38 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 4,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000040 · primary_doc.xml · derivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,035 Underlying: Common Stock · 4,035 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:38 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000040 · primary_doc.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,996 Underlying: Common Stock · 1,498 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. F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:38 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 45 | $30.98 | $1,394.10 |
DisclosureSEC source: 0001723211-20-000040 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,391 Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:38 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 1,498 | $30.98 | $46,408.04 |
DisclosureSEC source: 0001723211-20-000040 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,436 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. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 19:03 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000026 · primary_doc.xml · derivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105 Underlying: Common Stock · 1,104 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. F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 19:03 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000026 · primary_doc.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,067 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. F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 19:03 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 65 | $26.96 | $1,752.40 |
DisclosureSEC source: 0001723211-20-000026 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,938 Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 19:03 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 2,171 | $26.96 | $58,530.16 |
DisclosureSEC source: 0001723211-20-000026 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,003 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. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 20:23 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 68 | $588.25 | $40,001.00 |
DisclosureSEC source: 0001209191-20-041752 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,976.15 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| May 27, 2020 Filed May 28, 2020 16:50 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 600 | $29.43 | $17,658.00 |
DisclosureSEC source: 0001723211-20-000011 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,832 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. Read SEC document |
| April 03, 2020 Filed Apr 7, 2020 12:12 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 93.15 | $429.42 | $40,000.47 |
DisclosureSEC source: 0001209191-20-023701 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,903.65 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:39 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 5,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-028856 · a4.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,342 Underlying: Class A Common Stock · 5,342 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These restricted stock units vest on February 28, 2021. F4 · derivative.expiration_date: These restricted stock units vest on February 28, 2021. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:39 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionRestricted Stock Units · Derivative | 8,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-028856 · a4.xml · derivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,143 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 share of Class A Common Stock. The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: On February 28, 2019, the Reporting Person was granted 8,143 restricted stock units that vested on February 28, 2020. F3 · derivative.expiration_date: On February 28, 2019, the Reporting Person was granted 8,143 restricted stock units that vested on February 28, 2020. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:39 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionClass A Common Stock | 8,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-028856 · a4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,924 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 · price: Reflects restricted stock units that upon vesting converted into shares of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 805 | $29.23 | $23,530.15 |
DisclosureSEC source: 0001723211-20-000007 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,232 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. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 16:10 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010935 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Stock Plan for Nonemployee Directors. F2 · balance_after: Of shares listed, 669 are restricted stock units. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 21:14 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 70.43 | $567.91 | $39,997.90 |
DisclosureSEC source: 0001209191-20-002249 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,805.51 F1 · kind: Represents the number of phantom stock units acquired by the reporting person (in an exempt transaction) under the 2005 Director Deferred Fee Plan. Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable solely in stock generally upon the reporting person's retirement. F2 · balance_after: Phantom stock units listed are held pursuant to the 2005 Director Deferred Fee Plan, which includes phantom stock units acquired pursuant to the dividend reinvestment feature of such plan. 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.