Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Director · President and CEO | November 07, 2025 | November 12, 2025 |
| JBT MAREL CorpJBT · Entity 3783 | EVP & President, Protein | April 28, 2021 | April 30, 2021 |
| KENNAMETAL INCKMT · Entity 1346 | Director | August 14, 2026 | August 20, 2026 |
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.
ENERPAC TOOL GROUP CORP
Report date November 07, 2025 · Filed November 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 411,244 |
Reported balance
After 2025-11-07 transaction · row 1
1 source rowRow 1 · 2025-11-07 · Tax withholding · Disposed 5,074 · Balance 411,244 |
JBT MAREL Corp
Report date April 28, 2021 · Filed April 30, 2021 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,962 |
Reported balance
After 2021-04-28 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2021-04-28 · Sale · Disposed 2,644 · Balance 10,962 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2021.
KENNAMETAL INC
Report date August 14, 2026 · Filed August 20, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,144 |
Reported balance
After 2026-08-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-08-14 · Exercise / conversion · Acquired 6,092 · Balance 14,144 F3: On August 18, 2026, the reporting person filed a Form 4 which inadvertently omitted the vesting of certain restricted stock units. This Form 4/A is being filed to include such vesting |
| Common StockSEC Table I · non-derivative | Direct | 13,958 |
Reported balance
After 2026-08-14 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-08-14 · Tax withholding · Disposed 186 · Balance 13,958 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-08-14 · Exercise / conversion · Disposed 1,860 · Balance 0 F1: 1 for 1 F3: On August 18, 2026, the reporting person filed a Form 4 which inadvertently omitted the vesting of certain restricted stock units. This Form 4/A is being filed to include such vesting F2: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,934 |
Reported balance
After 2026-08-14 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2026-08-14 · Exercise / conversion · Disposed 1,933 · Balance 1,934 F1: 1 for 1 F3: On August 18, 2026, the reporting person filed a Form 4 which inadvertently omitted the vesting of certain restricted stock units. This Form 4/A is being filed to include such vesting F2: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,599 |
Reported balance
After 2026-08-14 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2026-08-14 · Exercise / conversion · Disposed 2,299 · Balance 4,599 F1: 1 for 1 F2: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,965 |
Reported balance
After 2026-08-15 transaction · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · 2026-08-15 · Grant · Acquired 4,965 · Balance 4,965 F1: 1 for 1 F2: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant
F3: On August 18, 2026, the reporting person filed a Form 4 which inadvertently omitted the vesting of certain restricted stock units. This Form 4/A is being filed to include such vesting
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 15, 2023 Filed Aug 17, 2023 20:15 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 5,579 | $25.99 | $144,998.21 |
DisclosureSEC source: 0001062993-23-016710 · form4.xml · derivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,579 Underlying: Common Stock · 5,579 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 installments commencing on the first anniversary date of the grant F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal installments commencing on the first anniversary date of the grant Read SEC document |
| January 25, 2023 Filed Jan 26, 2023 23:38 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 8,148 | $25.12 | $204,677.76 |
DisclosureSEC source: 0001593968-23-000211 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,161 Read SEC document |
| January 15, 2023 Filed Jan 17, 2023 21:39 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 2,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000998 · form4.xml · derivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,654 Underlying: Common Stock · 2,654 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 |
| October 24, 2022 Filed Oct 27, 2022 01:49 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 40,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001552 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,309 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan, which vest in three equal annual installments beginning on October 24, 2023. Read SEC document |
| October 24, 2022 Filed Oct 27, 2022 01:23 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 40,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-001548 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,309 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan, which vest in three equal annual installments beginning on October 24, 2023. Read SEC document |
| October 08, 2022 Filed Oct 12, 2022 16:12 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingCommon Stock | 21,897 | $20.15 | $441,224.55 |
DisclosureSEC source: 0001593968-22-001507 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,823 Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:21 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 50,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-000339 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,720 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on January 25,2023. Read SEC document |
| October 08, 2021 Filed Oct 13, 2021 18:49 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 140,777 | $20.60 | $2,900,006.20 |
DisclosureSEC source: 0001593968-21-002266 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,777 Read SEC document |
| October 08, 2021 Filed Nov 2, 2021 18:14 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 140,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002330 · primary_01.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,777 F1 · price: This amendment is being filed to correct the price reported in box 4 of table 1 to reflect that no price was paid by the reporting person, as the transaction reported was an award under the issuer's 2017 Omnibus Incentive Plan. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 16:31 UTC | JBT MAREL Corp JBT · Entity 3783 | SaleCommon Stock | 2,644 | $145.00 | $383,380.00 |
DisclosureSEC source: 0001127602-21-014723 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,962 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2021. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 19:43 UTC Amendment | JBT MAREL Corp JBT · Entity 3783 | SaleCommon Stock | 2,644 | $145.00 | $383,380.00 |
DisclosureSEC source: 0001127602-21-014763 · form4a.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,962 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2021. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:06 UTC | JBT MAREL Corp JBT · Entity 3783 | Tax withholdingCommon Stock | 592 | $135.90 | $80,452.80 |
DisclosureSEC source: 0001127602-21-013282 · form4.xml · nonDerivative · entry 2 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,606 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:06 UTC | JBT MAREL Corp JBT · Entity 3783 | Tax withholdingCommon Stock | 675 | $135.90 | $91,732.50 |
DisclosureSEC source: 0001127602-21-013282 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,198 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:26 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 1,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008347 · form4.xml · nonDerivative · entry 3 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,873 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:26 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008347 · form4.xml · nonDerivative · entry 2 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,349 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:26 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 1,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008347 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,640 Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 20:05 UTC | JBT MAREL Corp JBT · Entity 3783 | Tax withholdingCommon Stock | 426 | $89.73 | $38,224.98 |
DisclosureSEC source: 0001127602-20-027511 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,938 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:57 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 2,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008655 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,364 Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 20:32 UTC | JBT MAREL Corp JBT · Entity 3783 | Tax withholdingCommon Stock | 1,700 | $107.37 | $182,529.00 |
DisclosureSEC source: 0001127602-19-031087 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,354 Read SEC document |
| February 21, 2019 Filed Feb 26, 2019 00:02 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008141 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,054 Read SEC document |
| October 23, 2018 Filed Oct 25, 2018 22:23 UTC | JBT MAREL Corp JBT · Entity 3783 | Tax withholdingCommon Stock | 2,127 | $100.93 | $214,678.11 |
DisclosureSEC source: 0001127602-18-031022 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,820 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:49 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 1,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008106 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:54 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030309 · form4.xml · nonDerivative · entry 3 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,610 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:54 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 3,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030309 · form4.xml · nonDerivative · entry 2 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,649 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:54 UTC | JBT MAREL Corp JBT · Entity 3783 | GrantCommon Stock | 4,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030309 · form4.xml · nonDerivative · entry 1 Sternlieb Paul · CIK 0001720243 · EVP & President, Protein 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,805 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.