Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KENNAMETAL INCKMT · Entity 1346 | Vice President | August 01, 2018 | August 03, 2018 |
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.
KENNAMETAL INC
Report date August 01, 2018 · Filed August 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,113 |
Reported balance
After 2018-08-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-08-01 · Grant · Acquired 4,113 · Balance 4,113 F1: 1 - for - 1 F2: Restricted stock units are subject to time-based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date, subject to continued employment with the company. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 - for - 1
F2: Restricted stock units are subject to time-based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date, subject to continued employment with the company.
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 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 3,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · derivative · entry 8 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,959 Underlying: Common Stock · 3,760 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. F5 · security: 1 - for - 1 F5 · derivative.exercise_price: 1 - for - 1 F6 · derivative.expiration_date: These restricted stock units are subject to time based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date subject to continued employment with the company. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 21.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 7 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,540.38 F3 · shares: Represents 21.38 shares acquired through Kennametal's 401(k) Plan. F4 · balance_after: Includes 1,087.38 shares held in the Kennametal Inc. 401(k) Plan and 11,252 shares of Performance Unit shares not yet disbursed. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 6 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,519 F2 · shares: Represents 1,850 performance unit shares previously reported on Form 4 as deemed earned shares under Kennametal's 2015 Performance Unit Awards that have met the performance requirements for distribution as common shares. Distributed performance unit shares are separately reported on Form 4 as acquired common stock. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 6,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 5 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,369 F1 · shares: Represents 3,954 shares deemed to have been earned by the Compensation Committee on July 31, 2018, with respect to the second tranche of the Performance Unit Award granted to the reporting person on August 1, 2016 under the Amended and Restated Kennametal Inc. Stock and Incentive Plan of 2010 (the "2016 Performance Unit Award"); and 2,820 shares deemed to have been earned by the Compensation Committee on July 31, 2018, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 1, 2017 under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2017 Performance Unit Award"). The vesting and actual payout of these shares remains subject to the reporting person's continued employment with the Company through August 1, 2019 with respect to the 2016 Performance Unit Award and August 1, 2020 with respect to the 2017 Performance Unit Award. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 1,069 | $37.74 | $40,344.06 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 4 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,595 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 3,760 | $37.74 | $141,902.40 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 3 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,664 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 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 1,314 | $37.74 | $49,590.36 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 2 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,904 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:01 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 4,613 | $37.74 | $174,094.62 |
DisclosureSEC source: 0001723211-18-000018 · primary_doc.xml · nonDerivative · entry 1 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,218 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 16:52 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 4,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000038 · primary_doc.xml · derivative · entry 1 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,113 Underlying: Common Stock · 4,113 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 three equal annual installments, commencing on the first anniversary of the grant date, subject to continued employment with the company. F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date, subject to continued employment with the company. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Options · Derivative | 6,000 | $0.00 Strike: $31.69 | $0.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · derivative · entry 8 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,516 Underlying: Common Stock · 6,000 shares Expires 2025-08-01 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 grated vesting schedule. Date Exercisable will vary for each vesting tranche. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 100 | $46.91 | $4,691.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 7 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,605 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 400 | $46.90 | $18,760.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 6 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,705 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 300 | $46.88 | $14,064.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 5 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,105 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 300 | $46.87 | $14,061.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 4 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,405 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 4,900 | $46.86 | $229,614.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 3 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,705 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 6,000 | $31.69 | $190,140.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 2 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,605 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 21:04 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 4,000 | $46.76 | $187,056.00 |
DisclosureSEC source: 0001625608-17-000031 · primary_doc.xml · nonDerivative · entry 1 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,605 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:32 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 4,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001625608-17-000017 · primary_doc.xml · derivative · entry 6 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,697 Underlying: Common Stock · 4,697 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: These restricted stock units are subject to time based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date subject to continue employment with the company. F2 · derivative.expiration_date: These restricted stock units are subject to time based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date subject to continue employment with the company. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:32 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 3,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001625608-17-000017 · primary_doc.xml · derivative · entry 5 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,223 Underlying: Common Stock · 3,223 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: These restricted stock units are subject to time based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date subject to continue employment with the company. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:32 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 541 | $37.50 | $20,287.50 |
DisclosureSEC source: 0001625608-17-000017 · primary_doc.xml · nonDerivative · entry 4 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,605 F4 · balance_after: Includes 1066 shares held in the Kennametal Inc 401K Plan and 6847 of PSU shares not yet disbursed. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:32 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantCommon Stock | 6,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001625608-17-000017 · primary_doc.xml · nonDerivative · entry 3 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,146 F3 · shares: Represents 1850 shares deemed to have been earned by the Compensation Committee on August 1, 2017 with respect to the second tranche of the Performance Unit Award granted to the reporting person on August 1, 2015 under the Amended and Restated Kennametal Inc. Stock and Incentive Plan of 2010 ("the 2015" Performance Unit Award") and 3280 shares deemed to have been earned by the Compensation Committee on August 1, 2017 with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 1, 2016 under the Amended and Restated Kennametal Inc. Stock and Incentive plan of 2010 (the "2016 Performance Unit Award"). The vesting and actual payout of these shares remains subject to the reporting person's continued employment with the Company through August 1, 2018, with respect to the 2015 Performance Unit Award and August 1, 2019" with respect to the 2016 Performance Unit Award Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:32 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 1,013 | $37.50 | $37,987.50 |
DisclosureSEC source: 0001625608-17-000017 · primary_doc.xml · nonDerivative · entry 2 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,299 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:32 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 3,223 | $37.50 | $120,862.50 |
DisclosureSEC source: 0001625608-17-000017 · primary_doc.xml · nonDerivative · entry 1 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,312 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, 2017 Filed Mar 2, 2017 20:17 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock · Derivative | 629 | $39.16 | $24,631.64 |
DisclosureSEC source: 0001697388-17-000007 · primary_doc.xml · derivative · entry 3 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629 Underlying: Common Stock · 629 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: 1 - for - 1. F3 · derivative.expiration_date: Restricted stock units are subject to time based vesting and dispersed in four equal annual installments, commencing on the first anniversary date of the grant date subject to continued employment with the company. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:17 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 231 | $39.16 | $9,045.96 |
DisclosureSEC source: 0001697388-17-000007 · primary_doc.xml · nonDerivative · entry 2 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,023 F1 · balance_after: Includes 1000 shares held in the Kennametal, Inc. 401k Plan. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:17 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 629 | $39.16 | $24,631.64 |
DisclosureSEC source: 0001697388-17-000007 · primary_doc.xml · nonDerivative · entry 1 Clemens Robert J · CIK 0001570976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,254 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.