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 |
|---|---|---|---|---|---|---|
| October 02, 2017 Filed Oct 4, 2017 19:15 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $78.97 | $0.00 |
DisclosureSEC source: 0001209191-17-055702 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Woodward, Inc. Common Stock · 22,500 shares Expires 2027-10-01 F1 · derivative.exercise_date: Options, which expire October 1, 2027, become exercisable as to 25% of the shares on October 2, 2018 and each one-year anniversary thereafter. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 19:49 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 1,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001382963-17-000147 · edgar.xml · derivative · entry 2 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,404 Underlying: Common Stock · 1,201 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: Each Restricted Stock Unit converts into common stock and represents the right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Restricted Stock Units are subject to time-based vesting and 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 disbursed in three equal installments, commencing on the first anniversary date of the grant. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 19:49 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 1,201 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001382963-17-000147 · edgar.xml · nonDerivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,201 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: Each Restricted Stock Unit converts into common stock and represents the right to receive one share of the Issuer's common stock. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 17:09 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantStock Credits · Derivative | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001625608-17-000010 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 3,200 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: Restricted Stock Units are subject to a time-based vesting and are dispersed in 3 equal installments, commencing on the first anniversary date of the grant date. F2 · derivative.expiration_date: Restricted Stock Units are subject to a time-based vesting and are dispersed in 3 equal installments, commencing on the first anniversary date of the grant date. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 23:37 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 25,400 | $0.00 Strike: $62.57 | $0.00 |
DisclosureSEC source: 0001209191-17-006036 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,400 Underlying: Woodward, Inc. Common Stock · 25,400 shares Expires 2026-10-03 F1 · date: The option grant was approved by the compensation committee of the Issuer's board of directors on September 30, 2016, subject to stockholder approval of the incentive plan under which the option was granted. The Issuer's stockholders approved the plan on January 25, 2017. F2 · derivative.exercise_date: Options, which expire October 3, 2026, become exercisable as to 25% of the shares on October 3, 2017 and each one-year anniversary thereafter. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 20:10 UTC | Woodward, Inc. WWD · Entity 3264 | GrantPhantom Stock · Derivative | 5,334.768 | $68.94 | $367,778.91 |
DisclosureSEC source: 0001209191-16-153623 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,629.316 Underlying: Woodward, Inc. Common Stock · 5,334.768 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person participates in the Woodward Executive Benefit Plan (the "Executive Plan") and has elected to have his Woodward Variable Incentive Plan bonus deferred and denominated in Company stock. Phantom stock units are accrued under the Executive Plan and are to be settled in 100% stock on a one-for-one basis upon separation from the Company. 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 shares acquired under the Company's Dividend Reinvestment Plan. F1 · derivative.exercise_date: The reporting person participates in the Woodward Executive Benefit Plan (the "Executive Plan") and has elected to have his Woodward Variable Incentive Plan bonus deferred and denominated in Company stock. Phantom stock units are accrued under the Executive Plan and are to be settled in 100% stock on a one-for-one basis upon separation from the Company. 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 shares acquired under the Company's Dividend Reinvestment Plan. F1 · derivative.expiration_date: The reporting person participates in the Woodward Executive Benefit Plan (the "Executive Plan") and has elected to have his Woodward Variable Incentive Plan bonus deferred and denominated in Company stock. Phantom stock units are accrued under the Executive Plan and are to be settled in 100% stock on a one-for-one basis upon separation from the Company. 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 shares acquired under the Company's Dividend Reinvestment Plan. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 20:38 UTC | Woodward, Inc. WWD · Entity 3264 | GrantPhantom Stock · Derivative | 3,720.339 | $67.27 | $250,267.20 |
DisclosureSEC source: 0001209191-16-151689 · doc4.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Pres. Air. Turb. Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,294.436 Underlying: Woodward, Inc. Common Stock · 3,720.339 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person participates in the Woodward Executive Benefit Plan (the "Plan") and has elected to have his Long Term Incentive Plan bonus deferred and denominated in Company stock. Phantom stock units are accrued under the Plan and are to be settled in 100% stock on a one-for-one basis upon separation from the Company. 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 shares acquired under the Company's Dividend Reinvestment Plan. F1 · derivative.exercise_date: The reporting person participates in the Woodward Executive Benefit Plan (the "Plan") and has elected to have his Long Term Incentive Plan bonus deferred and denominated in Company stock. Phantom stock units are accrued under the Plan and are to be settled in 100% stock on a one-for-one basis upon separation from the Company. 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 shares acquired under the Company's Dividend Reinvestment Plan. F1 · derivative.expiration_date: The reporting person participates in the Woodward Executive Benefit Plan (the "Plan") and has elected to have his Long Term Incentive Plan bonus deferred and denominated in Company stock. Phantom stock units are accrued under the Plan and are to be settled in 100% stock on a one-for-one basis upon separation from the Company. 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 shares acquired under the Company's Dividend Reinvestment Plan. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 18:53 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 3,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001625608-16-000123 · primary_doc.xml · derivative · entry 1 Patel Sagar A · CIK 0001523231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,605 Underlying: Common Stock · 3,605 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 dispersed 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 dispersed in three equal installments, commencing on the first anniversary date of the grant. 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.