Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | SVP, Gen Counsel & Sec | 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 | 79,467.65 |
Ending reported balance
After 2026-08-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-15 · Tax withholding · Disposed 1,535 · Balance 78,729.65 F1: In connection with the vesting of previously reported restricted stock units. Row 2 · 2026-08-17 · Grant · Acquired 738 · Balance 79,467.65 F2: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Incentive Compensation Plan for Officers and Key Employees. |
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.
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, 2021 Filed Aug 17, 2021 21:09 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 434 | $36.95 | $16,036.30 |
DisclosureSEC source: 0001062993-21-007684 · form4.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · SVP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,383.37 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 22:47 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 316 | $37.12 | $11,729.92 |
DisclosureSEC source: 0001062993-21-007298 · form4.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,817.37 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 20:02 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,253 | $38.46 | $48,190.38 |
DisclosureSEC source: 0001062993-21-006674 · form4.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,133.37 F2 · kind: In connection with the distribution of the reported stock award. F3 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 20:02 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,614 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-006674 · form4.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,386.37 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 6, 2018, and performance period ending June 30, 2021. The financial results were confirmed and approved on July 21, 2021, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 21, 2021, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 20:33 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 9,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-20-000060 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,944.03 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 |
| August 15, 2020 Filed Aug 18, 2020 20:39 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 467 | $22.33 | $10,428.11 |
DisclosureSEC source: 0000017843-20-000051 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,584.03 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:20 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 315 | $23.30 | $7,339.50 |
DisclosureSEC source: 0000017843-20-000045 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,051.03 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 21:18 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,166 | $22.36 | $26,071.76 |
DisclosureSEC source: 0000017843-20-000040 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,366.03 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 19:13 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 791 | $22.62 | $17,892.42 |
DisclosureSEC source: 0000017843-20-000034 · edgar.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,532.03 F2 · kind: In connection with the distribution of reported stock award Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 19:13 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 1,604 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-20-000034 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,323.03 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of July 31, 2017, and performance period ending June 30, 2020. The financial results were confirmed and approved on July 22, 2020, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 22, 2019, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| June 30, 2020 Filed Jul 3, 2020 01:39 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,164 | $24.28 | $28,261.92 |
DisclosureSEC source: 0000017843-20-000027 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,719.03 F1 · kind: In connection with the vesting of previously reported restricted stock units. F2 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:08 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | PurchaseCommon Stock | 3,000 | $17.63 | $52,890.00 |
DisclosureSEC source: 0000017843-20-000008 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,495.67 F1 · price: The price reported is an average of the total transactions executed for the day, with the individual transactions ranging from a low of $17.62 per share to a high of $17.65 per share. F2 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:35 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 2,074 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000050 · edgar.xml · derivative · entry 4 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,074 Underlying: Common Stock · 2,074 shares Expires 2029-08-15 F2 · 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 |
| August 15, 2019 Filed Aug 19, 2019 19:35 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 2,075 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000050 · edgar.xml · derivative · entry 3 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires 2029-08-15 F2 · 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 |
| August 15, 2019 Filed Aug 19, 2019 19:35 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 2,075 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000050 · edgar.xml · derivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires 2029-08-15 F2 · 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 |
| August 15, 2019 Filed Aug 19, 2019 19:35 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000017843-19-000050 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,292.19 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 |
| August 06, 2019 Filed Aug 8, 2019 19:16 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 330 | $46.11 | $15,216.30 |
DisclosureSEC source: 0000017843-19-000041 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,470.19 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:11 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 5,164 | $45.78 | $236,407.92 |
DisclosureSEC source: 0000017843-19-000036 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,800.19 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 19:01 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 2,326 | $45.14 | $104,995.64 |
DisclosureSEC source: 0000017843-19-000029 · edgar.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,964.19 F2 · kind: In connection with the distribution of reported stock award. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 19:01 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 4,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-19-000029 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,290.19 F1 · price: The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 1, 2016, and performance period ending June 30, 2019. The financial results were confirmed and approved on July 17, 2019, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 17, 2019, the Compensation Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results. Read SEC document |
| June 30, 2019 Filed Jul 3, 2019 00:34 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,701 | $47.98 | $81,613.98 |
DisclosureSEC source: 0000017843-19-000023 · edgar.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,522.19 F2 · kind: In connection with the vesting of previously reported restricted stock units. F3 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| December 04, 2018 Filed Jul 3, 2019 00:34 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 423 | $41.99 | $17,761.77 |
DisclosureSEC source: 0000017843-19-000023 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,040.273 F1 · kind: In connection with the withholding of tax shares on previously reported restricted stock units. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 22:49 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 1,425 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0000017843-18-000039 · edgar.xml · derivative · entry 5 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 Underlying: Common Stock · 1,425 shares Expires 2028-08-06 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 |
| August 06, 2018 Filed Aug 7, 2018 22:49 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 1,425 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0000017843-18-000039 · edgar.xml · derivative · entry 4 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 Underlying: Common Stock · 1,425 shares Expires 2028-08-06 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 |
| August 06, 2018 Filed Aug 7, 2018 22:49 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 1,426 | Not disclosed Strike: $58.94 | Not disclosed |
DisclosureSEC source: 0000017843-18-000039 · edgar.xml · derivative · entry 3 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 1,426 shares Expires 2028-08-06 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 |
| August 06, 2018 Filed Aug 7, 2018 22:49 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-18-000039 · edgar.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,463.273 F2 · 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 |
| August 03, 2018 Filed Aug 7, 2018 22:49 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 967 | $58.73 | $56,791.91 |
DisclosureSEC source: 0000017843-18-000039 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,427.273 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 21:03 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 1,027 | $56.76 | $58,292.52 |
DisclosureSEC source: 0000017843-18-000036 · edgar.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,394.273 F2 · kind: In connection with the distribution of reported stock award. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 21:03 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 7,986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-18-000036 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,421.273 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, 2018 Filed Jul 3, 2018 19:49 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 673 | $52.57 | $35,379.61 |
DisclosureSEC source: 0000017843-18-000026 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,443.273 F1 · shares: In connection with the vesting of previously reported restricted stock units. F2 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:28 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionEmployee Stock Options · Derivative | 1,650 | Not disclosed Strike: $34.77 | Not disclosed |
DisclosureSEC source: 0000017843-18-000015 · edgar.xml · derivative · entry 5 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,650 shares Expires 2020-09-13 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. 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 |
| May 15, 2018 Filed May 16, 2018 20:28 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionEmployee Stock Options · Derivative | 1,651 | Not disclosed Strike: $34.77 | Not disclosed |
DisclosureSEC source: 0000017843-18-000015 · edgar.xml · derivative · entry 4 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,651 shares Expires 2020-09-13 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. 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 |
| May 15, 2018 Filed May 16, 2018 20:28 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionEmployee Stock Options · Derivative | 1,651 | Not disclosed Strike: $34.77 | Not disclosed |
DisclosureSEC source: 0000017843-18-000015 · edgar.xml · derivative · entry 3 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,651 shares Expires 2020-09-13 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. 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 |
| May 15, 2018 Filed May 16, 2018 20:28 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | SaleCommon Stock | 3,684 | $58.33 | $214,887.72 |
DisclosureSEC source: 0000017843-18-000015 · edgar.xml · nonDerivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,083.268 F2 · price: The price reported is an average of the total transactions executed for the day, with the individual transactions ranging from a low of $58.31 per share to a high of $58.33 per share. F1 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:28 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionCommon Stock | 4,952 | $34.77 | $172,181.04 |
DisclosureSEC source: 0000017843-18-000015 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767.268 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: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 17:29 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Option · Derivative | 2,936 | Not disclosed Strike: $40.43 | Not disclosed |
DisclosureSEC source: 0000017843-17-000043 · edgar.xml · derivative · entry 4 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,936 Underlying: Common Stock · 2,936 shares Expires 2027-07-31 F2 · 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 17:29 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Option · Derivative | 2,936 | Not disclosed Strike: $40.43 | Not disclosed |
DisclosureSEC source: 0000017843-17-000043 · edgar.xml · derivative · entry 3 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,936 Underlying: Common Stock · 2,936 shares Expires 2027-07-31 F2 · 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 17:29 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Option · Derivative | 2,936 | Not disclosed Strike: $40.43 | Not disclosed |
DisclosureSEC source: 0000017843-17-000043 · edgar.xml · derivative · entry 2 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,936 Underlying: Common Stock · 2,936 shares Expires 2027-07-31 F2 · 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 17:29 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,474 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-17-000043 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,694.94 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 16:55 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 2,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-17-000038 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,220.94 F1 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees. F2 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:23 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 283 | $37.43 | $10,592.69 |
DisclosureSEC source: 0000017843-17-000032 · edgar.xml · nonDerivative · entry 1 DEE JAMES D · CIK 0001137979 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,785.245 F1 · shares: In connection with the vesting of previously reported restricted stock units. F2 · balance_after: Includes dividend equivalents not previously reported. 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.