Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARPENTER TECHNOLOGY CORP
Report date July 22, 2020 · Filed July 24, 2020
Section 16 reporting ended · disclosed 2020-07-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,103 |
Ending reported balance
After 2020-07-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-07-22 · Grant · Acquired 1,002 · Balance 14,552 F1: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of July 31, 2017, and performance period ending June 30, 2020. The financial results were confirmed and approved on July 22, 2020, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 22, 2019, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Row 2 · 2020-07-22 · Tax withholding · Disposed 449 · Balance 14,103 F2: In connection with the distribution of reported stock award |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of July 31, 2017, and performance period ending June 30, 2020. The financial results were confirmed and approved on July 22, 2020, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 22, 2019, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results.
F2: In connection with the distribution of reported stock award
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 22, 2020 Filed Jul 24, 2020 19:17 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 449 | $22.62 | $10,156.38 |
DisclosureSEC source: 0000017843-20-000037 · edgar.xml · nonDerivative · entry 2 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,103 F2 · kind: In connection with the distribution of reported stock award Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 19:17 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 1,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-20-000037 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,552 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of July 31, 2017, and performance period ending June 30, 2020. The financial results were confirmed and approved on July 22, 2020, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 22, 2019, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| June 30, 2020 Filed Jul 3, 2020 01:44 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 699 | $24.28 | $16,971.72 |
DisclosureSEC source: 0000017843-20-000030 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,550 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 18:57 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,650 | $51.24 | $84,546.00 |
DisclosureSEC source: 0000017843-19-000075 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,249 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 2,074 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000053 · edgar.xml · derivative · entry 4 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,074 Underlying: Common Stock · 2,074 shares Expires 2029-08-15 F2 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 2,075 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000053 · edgar.xml · derivative · entry 3 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires 2029-08-15 F2 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 2,075 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000053 · edgar.xml · derivative · entry 2 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires 2029-08-15 F2 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000017843-19-000053 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,899 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 06, 2019 Filed Aug 8, 2019 19:21 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 429 | $46.11 | $19,781.19 |
DisclosureSEC source: 0000017843-19-000044 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,077 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 19:04 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,704 | $45.14 | $76,918.56 |
DisclosureSEC source: 0000017843-19-000032 · edgar.xml · nonDerivative · entry 2 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,506 F2 · kind: In connection with the distribution of reported stock award. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 19:04 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 3,709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-19-000032 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,210 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 1, 2016, and performance period ending June 30, 2019. The financial results were confirmed and approved on July 17, 2019, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 17, 2019, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| June 30, 2019 Filed Jul 3, 2019 00:40 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,147 | $47.98 | $55,033.06 |
DisclosureSEC source: 0000017843-19-000026 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,501 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 22:53 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 1,960 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0000017843-18-000042 · edgar.xml · derivative · entry 4 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Underlying: Common Stock · 1,960 shares Expires 2028-08-06 F2 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 22:53 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 1,960 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0000017843-18-000042 · edgar.xml · derivative · entry 3 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Underlying: Common Stock · 1,960 shares Expires 2028-08-06 F2 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 22:53 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 1,960 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0000017843-18-000042 · edgar.xml · derivative · entry 2 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Underlying: Common Stock · 1,960 shares Expires 2028-08-06 F2 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 22:53 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-18-000042 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,648 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 20:59 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 3,092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-18-000032 · edgar.xml · nonDerivative · entry 1 Murtagh Michael · CIK 0001746809 · VP & Group President - SAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,848 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.