Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KENNAMETAL INCKMT · Entity 1346 | Director | August 14, 2026 | August 18, 2026 |
| Woodward, Inc.WWD · Entity 3264 | President | October 03, 2022 | October 05, 2022 |
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 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock CreditsSEC Table II · derivative / convertible security | Direct | 4,965 |
Reported balance
After 2026-08-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 4,965 · Balance 4,965 F1: 1 for 1 F2: The stock credits become payable in common stock on January 1, 2029 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The stock credits become payable in common stock on January 1, 2029
Woodward, Inc.
Report date October 03, 2022 · Filed October 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Woodward, Inc. Common StockSEC Table I · non-derivative | Direct | 2,958.8 |
Reported balance
After 2022-10-03 transaction · row 1
1 source rowRow 1 · 2022-10-03 · Grant · Acquired 1,327 · Balance 2,958.8 F1: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 25% of the award on October 3, 2023 and each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $83.24 · Expires 2032-10-03 | Direct | 12,134 |
Reported balance
After 2022-10-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-10-03 · Grant · Acquired 12,134 · Balance 12,134 F3: Options, which expire October 3, 2032, become exercisable as to 25% of the shares on October 3, 2023 and each one-year anniversary thereafter. |
| Woodward, Inc. Common StockSEC Table I · non-derivative | IndirectBy Woodward Retirement Savings Plan | 1,714 |
Reported balance
Holding disclosure · report date 2022-10-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,714 F2: The information in this report regarding the number of shares held by the reporting person in the Woodward Retirement Savings Plan (the "Plan") is based on a calculation as of September 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 25% of the award on October 3, 2023 and each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted.
F2: The information in this report regarding the number of shares held by the reporting person in the Woodward Retirement Savings Plan (the "Plan") is based on a calculation as of September 30, 2022.
F3: Options, which expire October 3, 2032, become exercisable as to 25% of the shares on October 3, 2023 and each one-year anniversary thereafter.
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, 2026 Filed Aug 18, 2026 23:36 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001523231-26-000002 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,965 Underlying: Common Stock · 4,965 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The stock credits become payable in common stock on January 1, 2029 F2 · derivative.expiration_date: The stock credits become payable in common stock on January 1, 2029 Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 15:22 UTC | KENNAMETAL INC KMT · Entity 1346 | SaleCommon Stock | 29,498.608 | $33.50 | $988,203.37 |
DisclosureSEC source: 0001523231-26-000001 · primary_doc.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.27 to $33.51, inclusive. The reporting person undertakes to provide to Kennametal Inc., any security holder of Kennametal Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 01:52 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 6,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001171788-25-000010 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,898 Underlying: Common Stock · 6,898 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The stock credits become payable in common stock on January 1, 2028 F2 · derivative.expiration_date: The stock credits become payable in common stock on January 1, 2028 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 15:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Credits · Derivative | 23,244.417 | $0.00 | $0.00 |
DisclosureSEC source: 0001523231-25-000001 · primary_doc.xml · derivative · entry 3 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,244.417 shares Expires 2025-01-01 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_price: 1 for 1 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 15:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 711 | $24.02 | $17,078.22 |
DisclosureSEC source: 0001523231-25-000001 · primary_doc.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,498.608 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 15:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 23,244.417 | $24.02 | $558,330.90 |
DisclosureSEC source: 0001523231-25-000001 · primary_doc.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,209.608 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 15, 2024 Filed Aug 19, 2024 16:23 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 5,800 | $25.00 | $145,000.00 |
DisclosureSEC source: 0001562549-24-000005 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 5,800 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The stock credits become payable in common stock i. in the event of a change of control of the company, or ii. on the date that the reporting person ceases other than by death to be a director retirement, unless the reporting person has elected to receive the common stock represented by the stock credits following retirement F2 · derivative.expiration_date: The stock credits become payable in common stock i. in the event of a change of control of the company, or ii. on the date that the reporting person ceases other than by death to be a director retirement, unless the reporting person has elected to receive the common stock represented by the stock credits following retirement Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 17:48 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 5,579 | $25.99 | $144,998.21 |
DisclosureSEC source: 0001523231-23-000004 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · 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: The stock credits become payable in common stock (i) in the event of a change of control of the company, or (ii) on the date that the reporting person ceases (other than by death) to be a director (retirement), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement F2 · derivative.expiration_date: The stock credits become payable in common stock (i) in the event of a change of control of the company, or (ii) on the date that the reporting person ceases (other than by death) to be a director (retirement), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:48 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 12,134 | $0.00 Strike: $83.24 | $0.00 |
DisclosureSEC source: 0001209191-22-052706 · doc4.xml · derivative · entry 3 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,134 Underlying: Woodward, Inc. Common Stock · 12,134 shares Expires 2032-10-03 F3 · derivative.exercise_date: Options, which expire October 3, 2032, become exercisable as to 25% of the shares on October 3, 2023 and each one-year anniversary thereafter. F3 · derivative.expiration_date: Options, which expire October 3, 2032, become exercisable as to 25% of the shares on October 3, 2023 and each one-year anniversary thereafter. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:48 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 1,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052706 · doc4.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958.8 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). RSUs vest at a rate of 25% of the award on October 3, 2023 and each one-year anniversary thereafter. Upon vesting, the reporting person will receive one share of Woodward, Inc. Common Stock per RSU granted. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 17:44 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 5,317 | $27.27 | $144,994.59 |
DisclosureSEC source: 0001723211-22-000027 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,317 Underlying: Common Stock · 5,317 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: The stock credits become payable in common stock (i) in the event of a change of control of the company, or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. F2 · derivative.expiration_date: The stock credits become payable in common stock (i) in the event of a change of control of the company, or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 15:16 UTC Amendment | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionStock Credits · Derivative | 3,540.191 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000002 · primary_doc.xml · derivative · entry 3 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,540.191 shares Expires 2022-01-01 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_price: 1 - for - 1 F2 · shares: This transaction was previously reported in error as "Acquired" securities. This amendment is filed to correctly reported the securities as "Disposed". The reporting person disposed of 3,540.191 stock credits. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 15:16 UTC Amendment | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 108 | $35.91 | $3,878.28 |
DisclosureSEC source: 0001723211-22-000002 · primary_doc.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,965.191 Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 15:16 UTC Amendment | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 3,540.191 | $35.91 | $127,128.26 |
DisclosureSEC source: 0001723211-22-000002 · primary_doc.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,073.191 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 |
| December 31, 2021 Filed Jan 3, 2022 17:46 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 3,540.191 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000001 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,540.191 Underlying: Common Stock · 3,540.191 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: The Stock Credits become payable (i) in the event of a change of control of the company, or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. F2 · derivative.expiration_date: The Stock Credits become payable (i) in the event of a change of control of the company, or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 22:02 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 11,800 | $0.00 Strike: $117.64 | $0.00 |
DisclosureSEC source: 0001209191-21-059646 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800 Underlying: Woodward, Inc. Common Stock · 11,800 shares Expires 2031-10-01 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: Options, which expire October 1, 2031, become exercisable as to 25% of the shares on October 1, 2022 and each one-year anniversary thereafter. F1 · derivative.expiration_date: Options, which expire October 1, 2031, become exercisable as to 25% of the shares on October 1, 2022 and each one-year anniversary thereafter. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 17:44 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 3,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000040 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,404 Underlying: Common Stock · 3,404 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: The Stock Credits become payable in common stock (i) in the event of a change of control of the company; or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. F2 · derivative.expiration_date: The Stock Credits become payable in common stock (i) in the event of a change of control of the company; or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNonqualifed Stock Option (Right to Buy) · Derivative | 34,800 | $0.00 Strike: $40.26 | $0.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · derivative · entry 11 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Woodward, Inc. Common Stock · 34,800 shares Expires 2025-10-01 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. F7 · derivative.exercise_date: Options, which expire October 1, 2025, became exercisable as to 25% of the shares on October 1, 2016, and each one-year anniversary thereafter. F7 · derivative.expiration_date: Options, which expire October 1, 2025, became exercisable as to 25% of the shares on October 1, 2016, and each one-year anniversary thereafter. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNonqualifed Stock Option (Right to Buy) · Derivative | 26,100 | $0.00 Strike: $46.55 | $0.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · derivative · entry 10 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Woodward, Inc. Common Stock · 26,100 shares Expires 2024-10-01 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. F6 · derivative.exercise_date: Options, which expire October 1, 2024, became exercisable as to 25% of the shares on October 1, 2015, and each one-year anniversary thereafter. F6 · derivative.expiration_date: Options, which expire October 1, 2024, became exercisable as to 25% of the shares on October 1, 2015, and each one-year anniversary thereafter. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNonqualifed Stock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $40.99 | $0.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · derivative · entry 9 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Woodward, Inc. Common Stock · 22,500 shares Expires 2023-10-01 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. F5 · derivative.exercise_date: Options, which expire October 1, 2023, became exercisable as to 25% of the shares on October 1, 2014, and each one-year anniversary thereafter. F5 · derivative.expiration_date: Options, which expire October 1, 2023, became exercisable as to 25% of the shares on October 1, 2014, and each one-year anniversary thereafter. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | SaleWoodward, Inc. Common Stock | 100 | $118.38 | $11,838.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 7 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,616.399 Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | SaleWoodward, Inc. Common Stock | 1,168 | $117.26 | $136,962.83 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 6 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,716.399 F3 · price: The reporting person sold shares in multiple same day, same way open market sales, with prices ranging from $117.09 to $117.94 per share. The reporting person has reported these sales on an aggregate basis using the weighted average price for the sales. The reporting person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | SaleWoodward, Inc. Common Stock | 25,194 | $116.51 | $2,935,448.68 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 5 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,884.399 F2 · price: The reporting person sold shares in multiple same day, same way open market sales, with prices ranging from $116.08 to $117.07 per share. The reporting person has reported these sales on an aggregate basis using the weighted average price for the sales. The reporting person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | SaleWoodward, Inc. Common Stock | 56,938 | $115.55 | $6,579,174.51 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 4 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,078.399 F1 · price: The reporting person sold shares in multiple same day, same way open market sales, with prices ranging from $115.08 to $116.075 per share. The reporting person has reported these sales on an aggregate basis using the weighted average price for the sales. The reporting person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 34,800 | $40.26 | $1,401,048.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 3 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,016.399 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 |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 26,100 | $46.55 | $1,214,955.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,216.399 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 |
| February 03, 2021 Filed Feb 5, 2021 16:30 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 22,500 | $40.99 | $922,275.00 |
DisclosureSEC source: 0001209191-21-008037 · doc4.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,116.399 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 |
| October 01, 2020 Filed Oct 5, 2020 22:03 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 31,500 | $0.00 Strike: $81.03 | $0.00 |
DisclosureSEC source: 0001209191-20-053845 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 Underlying: Woodward, Inc. Common Stock · 31,500 shares Expires 2030-10-01 F1 · derivative.exercise_date: Options, which expire October 1, 2030, become exercisable as to 25% of the shares on October 1, 2021 and each one-year anniversary thereafter. F1 · derivative.expiration_date: Options, which expire October 1, 2030, become exercisable as to 25% of the shares on October 1, 2021 and each one-year anniversary thereafter. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 17:55 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 4,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000037 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,035 Underlying: Common Stock · 4,035 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: The Stock Credits become payable in common stock (i) in the event of a change of control of the company; or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. F2 · derivative.expiration_date: The Stock Credits become payable in common stock (i) in the event of a change of control of the company; or (ii) on the date that the reporting person ceases (other than by death) to be a director ("retirement"), unless the reporting person has elected to receive the common stock represented by the stock credits following retirement. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 22:44 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionPhantom Stock · Derivative | 279.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004133 · doc4.xml · derivative · entry 4 Patel Sagar A · CIK 0001523231 · Business Unit President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465.698 Underlying: Woodward, Inc. Common Stock · 279.41 shares Expires 2020-01-15 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: The reporting person participates in the Woodward Executive Benefit Plan (Plan). Pursuant to an election made under the Plan, each phantom stock unit (PSU) distributed under the Plan on 1/15/20 entitled the reporting person to receive one share of Woodward, Inc. (Company) common stock, less shares not distributed to the reporting person to cover tax liabilities. See footnote 3. The reporting person received a net distribution of 279.41 shares of Company common stock. PSUs are accrued under the Plan and are to be settled in 100% stock on a 1-for-1 basis at the distribution date specified at the time of election. Each PSU is the economic equivalent of one share of Company common stock. The total shown represents the dollar amount of deferrals divided by the current share price and, therefore, the number of shares reported may fluctuate from period to period. The total shown also includes PSUs acquired in connection with dividend re-investments and other acquisitions made under the Plan. F2 · derivative.exercise_price: The acquisition of shares represents a predetermined automatic distribution from the Plan based on the terms of the Plan and does not represent an open-market purchase by the reporting person. F5 · kind: Phantom Stock Units disposed of incident to the settlement of a distribution from the Plan in accordance with Rule 16b-3. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 22:44 UTC | Woodward, Inc. WWD · Entity 3264 | Tax withholdingWoodward, Inc. Common Stock | 76.411 | $123.86 | $9,464.27 |
DisclosureSEC source: 0001209191-20-004133 · doc4.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · Business Unit President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,616.399 F3 · shares: Shares withheld to cover the tax liability incident to the issuance of shares under the Woodward Executive Benefit Plan in accordance with Rule 16b-3. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 22:44 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 279.41 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-004133 · doc4.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Business Unit President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,692.81 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 · price: The reporting person participates in the Woodward Executive Benefit Plan (Plan). Pursuant to an election made under the Plan, each phantom stock unit (PSU) distributed under the Plan on 1/15/20 entitled the reporting person to receive one share of Woodward, Inc. (Company) common stock, less shares not distributed to the reporting person to cover tax liabilities. See footnote 3. The reporting person received a net distribution of 279.41 shares of Company common stock. PSUs are accrued under the Plan and are to be settled in 100% stock on a 1-for-1 basis at the distribution date specified at the time of election. Each PSU is the economic equivalent of one share of Company common stock. The total shown represents the dollar amount of deferrals divided by the current share price and, therefore, the number of shares reported may fluctuate from period to period. The total shown also includes PSUs acquired in connection with dividend re-investments and other acquisitions made under the Plan. F2 · price: The acquisition of shares represents a predetermined automatic distribution from the Plan based on the terms of the Plan and does not represent an open-market purchase by the reporting person. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:24 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 17,600 | $0.00 Strike: $104.77 | $0.00 |
DisclosureSEC source: 0001209191-19-052173 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Business Unit President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,600 Underlying: Woodward, Inc. Common Stock · 17,600 shares Expires 2029-10-01 F1 · derivative.exercise_date: Options, which expire October 1, 2029, become exercisable as to 25% of the shares on October 1, 2020 and each one-year anniversary thereafter. F1 · derivative.expiration_date: Options, which expire October 1, 2029, become exercisable as to 25% of the shares on October 1, 2020 and each one-year anniversary thereafter. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 14:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000062 · primary_doc.xml · derivative · entry 3 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,202 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.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 |
| September 06, 2019 Filed Sep 9, 2019 14:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 36 | $29.89 | $1,076.04 |
DisclosureSEC source: 0001723211-19-000062 · primary_doc.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,533 Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 14:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 1,202 | $29.89 | $35,927.78 |
DisclosureSEC source: 0001723211-19-000062 · primary_doc.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,569 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 15, 2019 Filed Aug 16, 2019 17:50 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 4,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000047 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,494 Underlying: Common Stock · 4,494 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: Restricted Stock Units (Stock Credits) 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 (Stock Credits) 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 |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNonqualifed Stock Option (Right to Buy) · Derivative | 24,500 | $0.00 Strike: $25.57 | $0.00 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · derivative · entry 9 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Woodward, Inc. Common Stock · 24,500 shares Expires 2021-10-03 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. F7 · derivative.exercise_date: Options, which expire October 3, 2021, became exercisable as to 25% of the shares on October 3, 2012, and each one-year anniversary thereafter. F7 · derivative.expiration_date: Options, which expire October 3, 2021, became exercisable as to 25% of the shares on October 3, 2012, and each one-year anniversary thereafter. Read SEC document |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNonqualifed Stock Option (Right to Buy) · Derivative | 23,500 | $0.00 Strike: $33.64 | $0.00 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · derivative · entry 8 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Woodward, Inc. Common Stock · 23,500 shares Expires 2022-10-01 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. F6 · derivative.exercise_date: Options, which expire October 01, 2022, became exercisable as to 25% of the shares on October 1, 2013, and each one-year anniversary thereafter. F6 · derivative.expiration_date: Options, which expire October 01, 2022, became exercisable as to 25% of the shares on October 1, 2013, and each one-year anniversary thereafter. Read SEC document |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionNonqualifed Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $33.12 | $0.00 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · derivative · entry 7 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Woodward, Inc. Common Stock · 25,000 shares Expires 2021-06-27 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 · derivative.exercise_date: Options, which expire June 27, 2021, became exercisable as to 25% of the shares on June 27, 2012, and each one-year anniversary thereafter. F5 · derivative.expiration_date: Options, which expire June 27, 2021, became exercisable as to 25% of the shares on June 27, 2012, and each one-year anniversary thereafter. Read SEC document |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | SaleWoodward, Inc. Common Stock | 35,695 | $107.58 | $3,840,150.20 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · nonDerivative · entry 5 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,404.3 F3 · price: The reporting person sold shares in multiple same day, same way open market sales, with prices ranging from $107.28 to $107.94 per share. The reporting person has reported these sales on an aggregate basis using the weighted average price for the sales. The reporting person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | SaleWoodward, Inc. Common Stock | 37,305 | $106.88 | $3,987,203.17 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · nonDerivative · entry 4 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,099.3 F2 · price: The reporting person sold shares in multiple same day, same way open market sales, with prices ranging from $106.26 to $107.24 per share. The reporting person has reported these sales on an aggregate basis using the weighted average price for the sales. The reporting person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 24,500 | $25.57 | $626,465.00 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · nonDerivative · entry 3 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,404.3 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 |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 23,500 | $33.64 | $790,540.00 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,904.3 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 |
| May 02, 2019 Filed May 3, 2019 22:54 UTC | Woodward, Inc. WWD · Entity 3264 | Exercise / conversionWoodward, Inc. Common Stock | 25,000 | $33.12 | $828,000.00 |
DisclosureSEC source: 0001209191-19-027559 · doc4.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,404.3 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 · balance_after: Total reflects 54.3 shares acquired upon reinvestment of dividends since the date of the reporting person's last Form 4 with Table I reporting. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 22:40 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 20,100 | $0.00 Strike: $79.81 | $0.00 |
DisclosureSEC source: 0001209191-18-054114 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,100 Underlying: Woodward, Inc. Common Stock · 20,100 shares Expires 2028-09-30 F1 · derivative.exercise_date: Options, which expire September 30, 2028, become exercisable as to 25% of the shares on October 1, 2019 and each one-year anniversary thereafter. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 19:11 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000055 · primary_doc.xml · derivative · entry 3 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 Underlying: Common Stock · 1,202 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.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. 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. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 19:11 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 36 | $40.84 | $1,470.24 |
DisclosureSEC source: 0001723211-18-000055 · primary_doc.xml · nonDerivative · entry 2 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,367 Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 19:11 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 1,202 | $40.84 | $49,089.68 |
DisclosureSEC source: 0001723211-18-000055 · primary_doc.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,403 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 14:06 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 3,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000033 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,313 Underlying: Common Stock · 3,313 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. 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. 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.