Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | Director | October 06, 2026 | October 08, 2026 |
| INVACARE HOLDINGS CorpIVC · Entity 86444 | Director | April 01, 2022 | April 05, 2022 |
| MSA Safety IncMSA · Entity 3692 | Chief Financial Officer | August 31, 2026 | September 01, 2026 |
| RPM INTERNATIONAL INC/DE/RPM · Entity 3418 | Director | October 08, 2026 | October 13, 2026 |
| Tronox Holdings plcTROX · Entity 5110 | Director | May 07, 2025 | May 09, 2025 |
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.
CARPENTER TECHNOLOGY CORP
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,457.02 |
Reported balance
After 2026-10-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 361 · Balance 1,457.02 F1: Converts to common stock on a 1-for-1 basis F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2: Payable upon the later of separation of service or a specified date or event. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $395.71 · Expires 2036-10-06 | Direct | 193 |
Reported balance
After 2026-10-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-06 · Grant · Acquired 193 · Balance 193 F4: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to common stock on a 1-for-1 basis
F2: Payable upon the later of separation of service or a specified date or event.
F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors.
F4: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors.
INVACARE HOLDINGS Corp
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 77,324 |
Reported balance
After 2022-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 39,474 · Balance 77,324 F1: Restricted stock units granted pursuant to the Invacare Corporation 2018 Equity Compensation Plan, as amended, in an exempt transaction under Rule 16b-3. These restricted stock units vest in full on May 15, 2023. F2: Includes 13,388 previously reported restricted stock units issued pursuant to the Invacare Corporation 2018 Equity Compensation Plan, all of which vest in full on May 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to the Invacare Corporation 2018 Equity Compensation Plan, as amended, in an exempt transaction under Rule 16b-3. These restricted stock units vest in full on May 15, 2023.
F2: Includes 13,388 previously reported restricted stock units issued pursuant to the Invacare Corporation 2018 Equity Compensation Plan, all of which vest in full on May 15, 2022.
MSA Safety Inc
Report date August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 3,685 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Tax withholding · Disposed 140 · Balance 3,685 |
RPM INTERNATIONAL INC/DE/
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 3,100 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 1,700 · Balance 3,100 F1: Represents a grant of 1,700 shares of Common Stock issued pursuant to the RPM International Inc. 2024 Omnibus Equity and Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 1,700 shares of Common Stock issued pursuant to the RPM International Inc. 2024 Omnibus Equity and Incentive Plan.
Tronox Holdings plc
Report date May 07, 2025 · Filed May 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,940 |
Reported balance
After 2025-05-07 transaction · row 1
1 source rowRow 1 · 2025-05-07 · Grant · Acquired 32,940 · Balance 32,940 F1: Pursuant to the Director's restricted share unit agreement, the restricted share units subject to this grant shall vest on the earlier of: a) the date of the 2026 annual general meeting of shareholders or (b) May 31, 2026 (the "Vesting Date"), provided that the participant is then providing services to the Board on the Vesting Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Director's restricted share unit agreement, the restricted share units subject to this grant shall vest on the earlier of: a) the date of the 2026 annual general meeting of shareholders or (b) May 31, 2026 (the "Vesting Date"), provided that the participant is then providing services to the Board on the Vesting Date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TEREX CORP
Report date April 02, 2025 · Filed April 04, 2025
Section 16 reporting ended · disclosed 2025-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par valueSEC Table I · non-derivative | Direct | 53,001 |
Ending reported balance
After 2025-04-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-02 · Tax withholding · Disposed 7,036 · Balance 66,732 F1: Shares are being withheld for payment of the tax liability associated with the vesting of previously granted restricted stock awards. Row 2 · 2025-04-02 · Disposition to issuer · Disposed 15,448 · Balance 51,284 F2: Reflects shares of restricted stock forfeited by Ms. Beck pursuant to the terms of the company's long term incentive plans upon her leaving employment with the company. Row 3 · 2025-04-02 · Grant · Acquired 1,717 · Balance 53,001 F3: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan from a deferral of Ms. Beck's bonus. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are being withheld for payment of the tax liability associated with the vesting of previously granted restricted stock awards.
F2: Reflects shares of restricted stock forfeited by Ms. Beck pursuant to the terms of the company's long term incentive plans upon her leaving employment with the company.
F3: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan from a deferral of Ms. Beck's bonus.
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 20:56 UTC | RPM INTERNATIONAL INC/DE/ RPM · Entity 3418 | GrantCommon Stock, $0.01 par value | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-420589 · ownership.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,100 F1 · kind: Represents a grant of 1,700 shares of Common Stock issued pursuant to the RPM International Inc. 2024 Omnibus Equity and Incentive Plan. Read SEC document |
| October 06, 2026 Filed Oct 8, 2026 20:14 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Option (Right to Buy) · Derivative | 193 | Not disclosed Strike: $395.71 | Not disclosed |
DisclosureSEC source: 0001333565-26-000008 · form4.xml · derivative · entry 2 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193 Underlying: Common Stock · 193 shares Expires 2036-10-06 F4 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. Read SEC document |
| October 06, 2026 Filed Oct 8, 2026 20:14 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001333565-26-000008 · form4.xml · derivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,457.02 Underlying: Common Stock · 361 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event. F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:22 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 53.05 | $388.82 | $20,626.90 |
DisclosureSEC source: 0001333565-26-000006 · form4.xml · derivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,096.02 Underlying: Common Stock · 53.05 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F2 · shares: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event. F3 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event. F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 19:41 UTC | MSA Safety Inc MSA · Entity 3692 | Tax withholdingCommon Stock, no par value | 140 | $186.77 | $26,147.80 |
DisclosureSEC source: 0001225208-26-007480 · doc4.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,685 Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:16 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 33.44 | $616.84 | $20,627.13 |
DisclosureSEC source: 0001333565-26-000004 · form4.xml · derivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,042.44 Underlying: Common Stock · 33.44 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F2 · shares: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event. F3 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event. F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 17:00 UTC | MSA Safety Inc MSA · Entity 3692 | PurchaseCommon Stock, no par value | 448 | $158.69 | $71,093.08 |
DisclosureSEC source: 0001225208-26-005970 · doc4.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,825 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:19 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 52.33 | $394.15 | $20,625.87 |
DisclosureSEC source: 0001333565-26-000002 · form4.xml · derivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008.68 Underlying: Common Stock · 52.33 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F2 · shares: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event. F3 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event. F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 15:47 UTC | MSA Safety Inc MSA · Entity 3692 | GrantCommon Stock, no par value | 1,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003325 · doc4.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,377 Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 20:12 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Option (Right to Buy) · Derivative | 304 | Not disclosed Strike: $256.27 | Not disclosed |
DisclosureSEC source: 0001333565-25-000005 · form4.xml · derivative · entry 2 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304 Underlying: Common Stock · 304 shares Expires 2035-10-07 F5 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 20:12 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001333565-25-000005 · form4.xml · derivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 955.61 Underlying: Common Stock · 557 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event. F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event. F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:55 UTC | RPM INTERNATIONAL INC/DE/ RPM · Entity 3418 | GrantCommon Stock, $0.01 par value | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-230358 · ownership.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,400 F1 · kind: Represents a grant of 1,400 shares of Common Stock issued pursuant to the RPM International Inc. 2024 Omnibus Equity and Incentive Plan. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 13:45 UTC | MSA Safety Inc MSA · Entity 3692 | GrantCommon Stock, no par value | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007650 · doc4.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,465 Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:32 UTC | Tronox Holdings plc TROX · Entity 5110 | GrantCommon Stock | 32,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-018179 · form4.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,940 F1 · shares: Pursuant to the Director's restricted share unit agreement, the restricted share units subject to this grant shall vest on the earlier of: a) the date of the 2026 annual general meeting of shareholders or (b) May 31, 2026 (the "Vesting Date"), provided that the participant is then providing services to the Board on the Vesting Date. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 17:10 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 1,717 | $40.21 | $69,040.57 |
DisclosureSEC source: 0000097216-25-000084 · wk-form4_1743786639.xml · nonDerivative · entry 3 BECK JULIE A · CIK 0001333565 · Former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,001 F3 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan from a deferral of Ms. Beck's bonus. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 17:10 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, $.01 par value | 15,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-25-000084 · wk-form4_1743786639.xml · nonDerivative · entry 2 BECK JULIE A · CIK 0001333565 · Former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,284 F2 · shares: Reflects shares of restricted stock forfeited by Ms. Beck pursuant to the terms of the company's long term incentive plans upon her leaving employment with the company. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 17:10 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 7,036 | $38.07 | $267,860.52 |
DisclosureSEC source: 0000097216-25-000084 · wk-form4_1743786639.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,732 F1 · shares: Shares are being withheld for payment of the tax liability associated with the vesting of previously granted restricted stock awards. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:44 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 64 | $39.64 | $2,536.96 |
DisclosureSEC source: 0000097216-25-000065 · wk-form4_1742849075.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,768 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:45 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 10,896 | $40.31 | $439,217.76 |
DisclosureSEC source: 0000097216-25-000052 · wk-form4_1742330736.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,593 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 18:12 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, $.01 par value | 10,335 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-25-000030 · wk-form4_1741025533.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Former CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,489 F1 · shares: Reflects shares of restricted stock forfeited by Ms. Beck pursuant to the terms of performance awards granted in 2022, 2023 and 2024. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:47 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Options (Right to Buy) · Derivative | 4,000 | Not disclosed Strike: $208.01 | Not disclosed |
DisclosureSEC source: 0001062993-25-003368 · form4.xml · derivative · entry 3 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2035-02-20 F4 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. F5 · derivative.exercise_date: One-quarter of this award will become exercisable on each of February 20, 2026, 2027, 2028 and 2029. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:47 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Options (Right to Buy) · Derivative | 202 | Not disclosed Strike: $208.01 | Not disclosed |
DisclosureSEC source: 0001062993-25-003368 · form4.xml · derivative · entry 2 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202 Underlying: Common Stock · 202 shares Expires 2035-02-20 F4 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:47 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-003368 · form4.xml · derivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 398 Underlying: Common Stock · 398 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event. F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 15:16 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 3 | $45.78 | $137.34 |
DisclosureSEC source: 0000097216-24-000175 · wk-form4_1734966960.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,824 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 20:33 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 741 | $54.79 | $40,599.39 |
DisclosureSEC source: 0000097216-24-000164 · wk-form4_1733257986.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,639 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 18:22 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 1,494 | $64.59 | $96,497.46 |
DisclosureSEC source: 0000097216-24-000090 · wk-form4_1712341314.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,062 F1 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan from a deferral of Ms. Beck's bonus. Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 17:58 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 9 | $58.84 | $529.56 |
DisclosureSEC source: 0000097216-24-000076 · wk-form4_1711130291.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,568 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 17:46 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 1,502 | $59.07 | $88,723.14 |
DisclosureSEC source: 0000097216-24-000060 · wk-form4_1710870392.xml · nonDerivative · entry 5 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,445 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:46 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 8,295 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000060 · wk-form4_1710870392.xml · nonDerivative · entry 4 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,947 F4 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on March 15, 2025; 1/3 on March 15, 2026 and 1/3 on March 15, 2027. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:46 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 7,703 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000060 · wk-form4_1710870392.xml · nonDerivative · entry 3 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,652 F3 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2027 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2024, 2025 and 2026. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:46 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 7,703 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000060 · wk-form4_1710870392.xml · nonDerivative · entry 2 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,949 F2 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2027 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2024 - December 31, 2026. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:46 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 914 | $58.35 | $53,331.90 |
DisclosureSEC source: 0000097216-24-000060 · wk-form4_1710870392.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,246 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 20:53 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 6,207 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000029 · wk-form4_1708980790.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,160 F1 · shares: Performance shares awarded pursuant to the terms of performance based awards granted in 2022 and 2023 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2023. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 18:52 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 2 | $57.33 | $114.66 |
DisclosureSEC source: 0000097216-23-000227 · wk-form4_1703184749.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,953 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 16:50 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 488 | $49.57 | $24,190.16 |
DisclosureSEC source: 0000097216-23-000211 · wk-form4_1701449430.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,865 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 18:32 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 1,100 | $45.59 | $50,149.00 |
DisclosureSEC source: 0000097216-23-000207 · wk-form4_1698949947.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,353 F1 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 15:30 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 4,522 | $42.93 | $194,129.46 |
DisclosureSEC source: 0000097216-23-000126 · wf-form4_168079500278138.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,082 F1 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan from a deferral of Ms. Beck's bonus. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:48 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 4 | $45.31 | $181.24 |
DisclosureSEC source: 0000097216-23-000105 · wf-form4_167952169812406.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,560 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 16:30 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 1,085 | $49.68 | $53,902.80 |
DisclosureSEC source: 0000097216-23-000091 · wf-form4_167941619083752.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,497 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 22:30 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 8,919 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000076 · wf-form4_167900582155513.xml · nonDerivative · entry 3 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,582 F3 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on March 15, 2024; 1/3 on March 15, 2025 and 1/3 on March 15, 2026. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 22:30 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 8,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000076 · wf-form4_167900582155513.xml · nonDerivative · entry 2 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,663 F2 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2026 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2023, 2024 and 2025. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 22:30 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 8,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000076 · wf-form4_167900582155513.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,381 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2026 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2023 - December 31, 2025. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 18:19 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000028 · wf-form4_167717635116215.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,099 F1 · shares: Performance shares awarded pursuant to the terms of a performance based award granted in 2022 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2022. Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 22:05 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 2 | $41.55 | $83.10 |
DisclosureSEC source: 0000097216-22-000172 · wf-form4_167166030284020.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,550 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 21:49 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 479 | $44.64 | $21,382.56 |
DisclosureSEC source: 0000097216-22-000168 · wf-form4_166993130443111.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,505 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock award. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:36 UTC | INVACARE HOLDINGS Corp IVC · Entity 86444 | GrantCommon Shares | 39,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023056 · doc4.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,324 F1 · shares: Restricted stock units granted pursuant to the Invacare Corporation 2018 Equity Compensation Plan, as amended, in an exempt transaction under Rule 16b-3. These restricted stock units vest in full on May 15, 2023. F2 · balance_after: Includes 13,388 previously reported restricted stock units issued pursuant to the Invacare Corporation 2018 Equity Compensation Plan, all of which vest in full on May 15, 2022. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:02 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 9,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000067 · wf-form4_164788574028471.xml · nonDerivative · entry 3 BECK JULIE A · CIK 0001333565 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,839 F3 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2025 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2022, 2023 and 2024. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:02 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 9,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000067 · wf-form4_164788574028471.xml · nonDerivative · entry 2 BECK JULIE A · CIK 0001333565 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,050 F2 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2025 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2022 - December 31, 2024. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:02 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 10,542 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000067 · wf-form4_164788574028471.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,261 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on March 17, 2023; 1/3 on March 17, 2024 and 1/3 on March 17, 2025. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 15:18 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 4,719 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000291 · wf-form4_163845832530519.xml · nonDerivative · entry 1 BECK JULIE A · CIK 0001333565 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,719 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans which will vest as follows: 1/3 on November 30, 2022; 1/3 on November 30, 2023 and 1/3 on November 30, 2024. 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.