Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TIMKEN COTKR · Entity 1862 | EVP, GC and Secretary | February 12, 2018 | February 13, 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.
TIMKEN CO
Report date February 12, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-02-12 | Direct | 2,025 |
Reported balance
After 2018-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-02-12 · Grant · Acquired 2,025 · Balance 2,025 F1: Grant of 2,025 time-based restricted share units that vest 25% per year. |
| Restricted Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-12-31 | Direct | 5,075 |
Reported balance
After 2018-02-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-02-12 · Grant · Acquired 5,075 · Balance 5,075 F2: Grant of 5,075 performance-based restricted share units subject to certain performance criteria between January 1, 2018 and December 31, 2020. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.65 · Expires 2028-02-12 | Direct | 13,150 |
Reported balance
After 2018-02-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-12 · Grant · Acquired 13,150 · Balance 13,150 F3: These options will become exercisable in annual 25% increments beginning on February 12, 2019. |
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 11,961 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,961 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,025 time-based restricted share units that vest 25% per year.
F2: Grant of 5,075 performance-based restricted share units subject to certain performance criteria between January 1, 2018 and December 31, 2020.
F3: These options will become exercisable in annual 25% increments beginning on February 12, 2019.
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 |
|---|---|---|---|---|---|---|
| February 12, 2018 Filed Feb 13, 2018 22:50 UTC | TIMKEN CO TKR · Entity 1862 | GrantEmployee Stock Option (right to buy) · Derivative | 13,150 | $0.00 Strike: $44.65 | $0.00 |
DisclosureSEC source: 0000098362-18-000022 · wf-form4_151856222379824.xml · derivative · entry 4 Cheverine Carolyn · CIK 0001534211 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,150 Underlying: Common Stock · 13,150 shares Expires 2028-02-12 F3 · derivative.exercise_date: These options will become exercisable in annual 25% increments beginning on February 12, 2019. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:50 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 5,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-18-000022 · wf-form4_151856222379824.xml · derivative · entry 3 Cheverine Carolyn · CIK 0001534211 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,075 Underlying: Common Stock · 5,075 shares Expires 2020-12-31 F2 · derivative.exercise_date: Grant of 5,075 performance-based restricted share units subject to certain performance criteria between January 1, 2018 and December 31, 2020. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:50 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 2,025 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-18-000022 · wf-form4_151856222379824.xml · derivative · entry 2 Cheverine Carolyn · CIK 0001534211 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,025 Underlying: Common Stock · 2,025 shares Expires 2022-02-12 F1 · derivative.exercise_date: Grant of 2,025 time-based restricted share units that vest 25% per year. Read SEC document |
| May 30, 2017 Filed May 31, 2017 20:11 UTC | TIMKEN CO TKR · Entity 1862 | GrantEmployee Stock Option (right to buy) · Derivative | 35,441 | $0.00 Strike: $46.40 | $0.00 |
DisclosureSEC source: 0000098362-17-000075 · wf-form4_149626148653263.xml · derivative · entry 2 Cheverine Carolyn · CIK 0001534211 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,441 Underlying: Common Stock · 35,441 shares Expires 2027-05-30 F2 · derivative.exercise_date: These options will become exercisable in annual 25 percent increments beginning on May 30, 2018. Read SEC document |
| May 30, 2017 Filed May 31, 2017 20:11 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock (Restricted) | 11,961 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-17-000075 · wf-form4_149626148653263.xml · nonDerivative · entry 1 Cheverine Carolyn · CIK 0001534211 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,961 F1 · shares: Grant of 11,961 deferred shares that vest 100% on May 30, 2022. 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.