Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | VP, Contr & Ch Acctg Officer | 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 | 10,478 |
Ending reported balance
After 2026-08-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-15 · Tax withholding · Disposed 330 · Balance 10,270 F1: In connection with the vesting of previously reported restricted stock units. Row 2 · 2026-08-17 · Grant · Acquired 208 · Balance 10,478 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 |
|---|---|---|---|---|---|---|
| July 21, 2021 Filed Jul 23, 2021 20:20 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-006684 · form4.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Cntrl & Chief Acctg Officr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,425 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 20:43 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 3,383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-20-000064 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,933 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 20:57 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 98 | $22.33 | $2,188.34 |
DisclosureSEC source: 0000017843-20-000056 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:25 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 36 | $23.30 | $838.80 |
DisclosureSEC source: 0000017843-20-000048 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,648 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 21:45 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 78 | $22.36 | $1,744.08 |
DisclosureSEC source: 0000017843-20-000043 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,684 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 19:18 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 51 | $22.62 | $1,153.62 |
DisclosureSEC source: 0000017843-20-000038 · edgar.xml · nonDerivative · entry 2 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,762 F2 · kind: In connection with the distribution of reported stock award Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 19:18 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 181 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-20-000038 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,813 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 01:46 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 159 | $24.28 | $3,860.52 |
DisclosureSEC source: 0000017843-20-000031 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,632 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:41 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 750 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000054 · edgar.xml · derivative · entry 4 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 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 19:41 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 750 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000054 · edgar.xml · derivative · entry 3 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 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 19:41 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantEmployee Stock Options · Derivative | 750 | $0.00 Strike: $44.13 | $0.00 |
DisclosureSEC source: 0000017843-19-000054 · edgar.xml · derivative · entry 2 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 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 19:41 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000017843-19-000054 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,791 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 19:23 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 37 | $46.11 | $1,706.07 |
DisclosureSEC source: 0000017843-19-000045 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,771 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:15 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 93 | $45.78 | $4,257.54 |
DisclosureSEC source: 0000017843-19-000039 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,808 F1 · kind: In connection with the vesting of previously reported restricted stock units. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 19:06 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 167 | $45.14 | $7,538.38 |
DisclosureSEC source: 0000017843-19-000033 · edgar.xml · nonDerivative · entry 2 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,901 F2 · shares: In connection with the distribution of reported stock award. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 19:06 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantCommon Stock | 598 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-19-000033 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,068 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 00:41 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Tax withholdingCommon Stock | 148 | $47.98 | $7,101.04 |
DisclosureSEC source: 0000017843-19-000027 · edgar.xml · nonDerivative · entry 1 SOCCI ELIZABETH A · CIK 0001752632 · VP, Controller & Chf Acctg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,470 F1 · kind: In connection with the vesting of previously reported restricted stock units. 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.