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 |
|---|---|---|---|---|---|---|
| November 26, 2019 Filed Nov 27, 2019 20:23 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 664 | $35.44 | $23,532.16 |
DisclosureSEC source: 0001723211-19-000072 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,427 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 04, 2019 Filed Oct 8, 2019 21:16 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 72.85 | $549.10 | $40,001.94 |
DisclosureSEC source: 0001209191-19-052785 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,731.69 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 27, 2019 Filed Aug 29, 2019 15:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 845 | $27.83 | $23,516.35 |
DisclosureSEC source: 0001723211-19-000061 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,763 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, 2019 Filed Aug 16, 2019 18:05 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 4,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000049 · primary_doc.xml · derivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,494 Underlying: Common Stock · 4,494 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 01, 2019 Filed Aug 2, 2019 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000035 · primary_doc.xml · derivative · entry 5 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,209 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 |
| August 01, 2019 Filed Aug 2, 2019 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000035 · primary_doc.xml · derivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067 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 |
| August 01, 2019 Filed Aug 2, 2019 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000035 · 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 · 1,603 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 01, 2019 Filed Aug 2, 2019 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 114 | $33.15 | $3,779.10 |
DisclosureSEC source: 0001723211-19-000035 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,918 Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 3,774 | $33.15 | $125,108.10 |
DisclosureSEC source: 0001723211-19-000035 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,032 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 05, 2019 Filed Jul 9, 2019 22:38 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 88.39 | $463.88 | $41,002.35 |
DisclosureSEC source: 0001209191-19-041631 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,655.36 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 29, 2019 Filed May 30, 2019 18:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 742 | $31.71 | $23,528.82 |
DisclosureSEC source: 0001723211-19-000019 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,258 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, 2019 Filed Apr 9, 2019 13:37 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Options · Derivative | 7,000 | $0.00 Strike: $21.48 | $0.00 |
DisclosureSEC source: 0001723211-19-000014 · primary_doc.xml · derivative · entry 6 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 shares Expires 2019-08-01 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_date: Grant of stock options has a grading vesting schedule. Date Exercisable will vary for each vesting tranche. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 13:37 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Options · Derivative | 7,000 | $0.00 Strike: $26.89 | $0.00 |
DisclosureSEC source: 0001723211-19-000014 · primary_doc.xml · derivative · entry 5 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 shares Expires 2020-08-01 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_date: Grant of stock options has a grading vesting schedule. Date Exercisable will vary for each vesting tranche. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 13:37 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 3,822 | $40.42 | $154,466.13 |
DisclosureSEC source: 0001723211-19-000014 · primary_doc.xml · nonDerivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,516 Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 13:37 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 7,000 | $21.48 | $150,360.00 |
DisclosureSEC source: 0001723211-19-000014 · primary_doc.xml · nonDerivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,338 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, 2019 Filed Apr 9, 2019 13:37 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 4,733 | $40.39 | $191,165.87 |
DisclosureSEC source: 0001723211-19-000014 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,338 Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 13:37 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 7,000 | $26.89 | $188,230.00 |
DisclosureSEC source: 0001723211-19-000014 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,071 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, 2019 Filed Apr 9, 2019 19:15 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 82.74 | $449.23 | $37,169.29 |
DisclosureSEC source: 0001209191-19-024073 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,562.78 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, 2019 Filed Mar 1, 2019 18:05 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 8,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-012132 · a4.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,143 Underlying: Class A Common Stock · 8,143 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, 2020. F4 · derivative.expiration_date: These restricted stock units vest on February 28, 2020. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 18:05 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionRestricted Stock Units · Derivative | 3,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-012132 · 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 · 3,994 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, 2018, the Reporting Person was granted 3,994 restricted stock units that vested on February 28, 2019. F3 · derivative.expiration_date: On February 28, 2018, the Reporting Person was granted 3,994 restricted stock units that vested on February 28, 2019. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 18:05 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionClass A Common Stock | 3,994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-012132 · a4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,781 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 26, 2019 Filed Feb 27, 2019 19:43 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 614 | $38.30 | $23,516.20 |
DisclosureSEC source: 0001723211-19-000010 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,071 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 12, 2019 Filed Feb 14, 2019 21:43 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010220 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,216 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Stock Plan for Nonemployee Directors. F2 · balance_after: Of shares listed, 983 are restricted stock units. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:21 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 94.41 | $390.47 | $36,864.27 |
DisclosureSEC source: 0001209191-19-002855 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,475.99 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 |
| November 28, 2018 Filed Nov 30, 2018 17:46 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 571 | $41.17 | $23,508.07 |
DisclosureSEC source: 0001723211-18-000067 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,457 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 05, 2018 Filed Oct 10, 2018 17:34 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 77 | $440.63 | $33,928.51 |
DisclosureSEC source: 0001209191-18-054627 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,373 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:04 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 574 | $40.97 | $23,516.78 |
DisclosureSEC source: 0001723211-18-000049 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,886 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 01, 2018 Filed Aug 3, 2018 13:31 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 3,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000029 · primary_doc.xml · derivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,313 Underlying: Common Stock · 3,313 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 dispersed in 3 equal installments, commencing on the first anniversary of the grant date. F2 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are dispersed in 3 equal installments, commencing on the first anniversary of the grant date. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 13:31 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000029 · primary_doc.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,737 Underlying: Common Stock · 3,090 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 dispersed in 3 equal installments, commencing on the first anniversary of the grant date. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 13:31 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 96 | $37.74 | $3,623.04 |
DisclosureSEC source: 0001723211-18-000029 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,312 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 13:31 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 3,090 | $37.74 | $116,616.60 |
DisclosureSEC source: 0001723211-18-000029 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,408 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, 2018 Filed Jul 10, 2018 21:09 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 83 | $409.87 | $34,019.21 |
DisclosureSEC source: 0001209191-18-042179 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,293 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 15:57 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 582 | $38.71 | $22,529.22 |
DisclosureSEC source: 0001723211-18-000014 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,318 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 06, 2018 Filed Apr 9, 2018 21:15 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 81 | $395.69 | $32,050.89 |
DisclosureSEC source: 0001209191-18-024383 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,207 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:02 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 3,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-014207 · a4.xml · derivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,994 Underlying: Class A Common Stock · 3,994 shares Expires not disclosed F3 · 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. F5 · derivative.exercise_date: These restricted stock units vest on February 28, 2019. F5 · derivative.expiration_date: These restricted stock units vest on February 28, 2019. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:02 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionRestricted Stock Units · Derivative | 4,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-014207 · 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 · 4,098 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 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: On February 28, 2017, the Reporting Person was granted 4,098 restricted stock units that vested on February 28, 2018. F4 · derivative.expiration_date: On February 28, 2017, the Reporting Person was granted 4,098 restricted stock units that vested on February 28, 2018. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:02 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionClass A Common Stock | 4,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-014207 · a4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,787 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. F2 · balance_after: Total holdings include shares of Class A Common Stock received pursuant to a stock dividend paid on December 22, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:32 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 547 | $41.20 | $22,536.40 |
DisclosureSEC source: 0001723211-18-000010 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,736 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 13, 2018 Filed Feb 14, 2018 22:43 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010040 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Stock Plan for Nonemployee Directors. F2 · balance_after: Of shares listed, 1,177 are restricted stock units. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:10 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 76 | $419.79 | $31,904.04 |
DisclosureSEC source: 0001209191-18-002912 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,119 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 19:48 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 496 | $45.39 | $22,513.44 |
DisclosureSEC source: 0001723211-17-000001 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,189 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 |
| November 03, 2017 Filed Nov 7, 2017 19:48 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Option · Derivative | 2,555 | $0.00 Strike: $29.60 | $0.00 |
DisclosureSEC source: 0001625608-17-000030 · primary_doc.xml · derivative · entry 5 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,555 shares Expires 2018-08-01 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_date: Grant has a graded vesting schedule. Date Exercisable will vary for each vesting tranche. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 19:48 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Options · Derivative | 4,445 | $0.00 Strike: $29.60 | $0.00 |
DisclosureSEC source: 0001625608-17-000030 · primary_doc.xml · derivative · entry 4 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,555 Underlying: Common Stock · 4,445 shares Expires 2018-08-01 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_date: Grant has a graded vesting schedule. Date Exercisable will vary for each vesting tranche. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 19:48 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 4,445 | $46.63 | $207,288.13 |
DisclosureSEC source: 0001625608-17-000030 · primary_doc.xml · nonDerivative · entry 3 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,693 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 19:48 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 4,445 | $29.60 | $131,572.00 |
DisclosureSEC source: 0001625608-17-000030 · primary_doc.xml · nonDerivative · entry 2 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,138 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 |
| November 03, 2017 Filed Nov 7, 2017 19:48 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 2,555 | $29.60 | $75,628.00 |
DisclosureSEC source: 0001625608-17-000030 · primary_doc.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,693 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 06, 2017 Filed Oct 10, 2017 19:21 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 89 | $379.83 | $33,804.87 |
DisclosureSEC source: 0001209191-17-056398 · doc4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 1,041 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 643 | $35.00 | $22,505.00 |
DisclosureSEC source: 0001382963-17-000138 · edgar.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,138 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 09, 2017 Filed Aug 11, 2017 18:08 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionRestricted Stock Units · Derivative | 4,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-051403 · 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 · 4,625 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: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock ("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: On August 9, 2016, the Reporting Person was granted 4,625 restricted stock units that vested on August 9, 2017. F2 · derivative.expiration_date: On August 9, 2016, the Reporting Person was granted 4,625 restricted stock units that vested on August 9, 2017. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 18:08 UTC | Summit Materials, Inc. SUM · Entity 16259 | Exercise / conversionClass A Common Stock | 4,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-051403 · a4.xml · nonDerivative · entry 1 WUNNING STEVEN H · CIK 0001171788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,625 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.