Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | SVP and CFO | August 15, 2026 | August 18, 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.
CARPENTER TECHNOLOGY CORP
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,049.73 |
Ending reported balance
After 2026-08-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-15 · Tax withholding · Disposed 2,407 · Balance 113,666.73 F1: In connection with the vesting of previously reported restricted stock units. Row 2 · 2026-08-17 · Grant · Acquired 1,383 · Balance 115,049.73 F2: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Incentive Compensation Plan for Officers and Key Employees. |
| Common StockSEC Table I · non-derivative | IndirectBy 401K Retirement Plan | 3,138.321 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,138.321 F3: Includes shares acquired under the Retirement Plan of Carpenter Technology Corporation. The share balance under the Retirement Plan of Carpenter Technology fluctuates due to rounding differences produced by the Plan's method of estimating shares. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of previously reported restricted stock units.
F2: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Incentive Compensation Plan for Officers and Key Employees.
F3: Includes shares acquired under the Retirement Plan of Carpenter Technology Corporation. The share balance under the Retirement Plan of Carpenter Technology fluctuates due to rounding differences produced by the Plan's method of estimating shares.
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 |
|---|---|---|---|---|---|---|
| July 31, 2017 Filed Aug 2, 2017 17:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Option · Derivative | 1,101 | Not disclosed Strike: $40.43 | Not disclosed |
DisclosureSEC source: 0000017843-17-000045 · edgar.xml · derivative · entry 5 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 Underlying: Common Stock · 1,101 shares Expires 2027-07-31 F3 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 17:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Option · Derivative | 1,101 | Not disclosed Strike: $40.43 | Not disclosed |
DisclosureSEC source: 0000017843-17-000045 · edgar.xml · derivative · entry 4 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 Underlying: Common Stock · 1,101 shares Expires 2027-07-31 F3 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 17:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Option · Derivative | 1,101 | Not disclosed Strike: $40.43 | Not disclosed |
DisclosureSEC source: 0000017843-17-000045 · edgar.xml · derivative · entry 3 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 Underlying: Common Stock · 1,101 shares Expires 2027-07-31 F3 · price: The reporting person was granted an option to buy shares of common stock under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 17:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 928 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-17-000045 · edgar.xml · nonDerivative · entry 1 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,988 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 16:57 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 1,006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-17-000040 · edgar.xml · nonDerivative · entry 1 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,060 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:25 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 197 | $37.43 | $7,373.71 |
DisclosureSEC source: 0000017843-17-000034 · edgar.xml · nonDerivative · entry 1 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,049 F1 · shares: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| June 30, 2017 Filed Jul 12, 2017 18:19 UTC Amendment | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 192 | $37.43 | $7,186.56 |
DisclosureSEC source: 0000017843-17-000036 · edgar.xml · nonDerivative · entry 1 LAIN TIMOTHY · CIK 0001579848 · VP-Controller, Chf Acctg Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,054 F1 · shares: In connection with the vesting of previously reported restricted shares. F2 · shares: An incorrect number of shares disposed was reported on the original filing. F3 · balance_after: An incorrect share balance was reported on the original filing. 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.