Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWSERVE CORPFLS · Entity 3541 | Director | August 11, 2026 | August 12, 2026 |
| STANLEY BLACK & DECKER, INC.SWK · Entity 3378 | Director | September 22, 2026 | September 24, 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.
FLOWSERVE CORP
Report date August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 41,629 |
Reported balance
After 2026-08-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 944 · Balance 41,629 F1: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan.
F2: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors.
STANLEY BLACK & DECKER, INC.
Report date September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,108.011 |
Reported balance
After 2026-09-22 transaction · row 1
1 source rowRow 1 · 2026-09-22 · Grant · Acquired 55.7506 · Balance 6,108.011 F1: Under the Stanley Black & Decker, Inc. 2020 Restricted Stock Unit Deferral Plan for Non-Employee Directors (the "RSU Deferral Plan"), each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the average of the high and low price per share on the New York Stock Exchange on the payment date applicable to such dividend. The number of shares reflects the credit of such dividend equivalents to the reporting person's account under the RSU Deferral Plan, which will be settled in accordance with the deferral election made by the reporting person applicable to the underlying deferred restricted stock units. |
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 3,509.6675 |
Reported balance
After 2026-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-22 · Grant · Acquired 411.2292 · Balance 3,509.6675 F2: Represents deferred shares acquired pursuant to the Stanley Black & Decker Deferred Compensation Plan for Non-Employee Directors (the "Deferred Compensation Plan") as a result of the deferral of quarterly director fees paid in cash to the reporting person. Each deferred share entitles the holder thereof to receive one share of common stock upon settlement. The deferred shares credited to the reporting person's account under the Deferred Compensation Plan, including any additional deferred shares acquired through dividend reinvestment, will be settled in one lump sum payment of common stock on December 15 immediately following the date on which the reporting person ceases to be a member of the Board of Directors. |
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 3,538.2088 |
Reported balance
After 2026-09-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-22 · Grant · Acquired 28.5413 · Balance 3,538.2088 F3: Represents additional deferred shares acquired through the reinvestment of dividends paid on deferred shares credited to the reporting person's account under the Deferred Compensation Plan. Each deferred share entitles the holder thereof to receive one share of common stock upon settlement. Such deferred shares will be settled in accordance with the deferral election made by the reporting person applicable to the underlying deferred shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Under the Stanley Black & Decker, Inc. 2020 Restricted Stock Unit Deferral Plan for Non-Employee Directors (the "RSU Deferral Plan"), each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the average of the high and low price per share on the New York Stock Exchange on the payment date applicable to such dividend. The number of shares reflects the credit of such dividend equivalents to the reporting person's account under the RSU Deferral Plan, which will be settled in accordance with the deferral election made by the reporting person applicable to the underlying deferred restricted stock units.
F2: Represents deferred shares acquired pursuant to the Stanley Black & Decker Deferred Compensation Plan for Non-Employee Directors (the "Deferred Compensation Plan") as a result of the deferral of quarterly director fees paid in cash to the reporting person. Each deferred share entitles the holder thereof to receive one share of common stock upon settlement. The deferred shares credited to the reporting person's account under the Deferred Compensation Plan, including any additional deferred shares acquired through dividend reinvestment, will be settled in one lump sum payment of common stock on December 15 immediately following the date on which the reporting person ceases to be a member of the Board of Directors.
F3: Represents additional deferred shares acquired through the reinvestment of dividends paid on deferred shares credited to the reporting person's account under the Deferred Compensation Plan. Each deferred share entitles the holder thereof to receive one share of common stock upon settlement. Such deferred shares will be settled in accordance with the deferral election made by the reporting person applicable to the underlying deferred shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TEREX CORP
Report date March 27, 2024 · Filed March 29, 2024
Section 16 reporting ended · disclosed 2024-03-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 315,483 |
Reported balance
After 2024-03-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-27 · Sale · Disposed 50,000 · Balance 315,483 F1: Represents average sales price. Shares sold at various prices ranging from $64.10 to $64.37. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F2: Ownership includes shares received as a dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents average sales price. Shares sold at various prices ranging from $64.10 to $64.37. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price.
F2: Ownership includes shares received as a dividend.
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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 6, 2023 19:55 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 9,904 | $60.01 | $594,339.04 |
DisclosureSEC source: 0000097216-23-000055 · wf-form4_167813254470740.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,019 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · price: Represents average sales price. Shares sold at various prices ranging from $60.00 to $60.08. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 19:18 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 103,071 | $58.35 | $6,014,192.85 |
DisclosureSEC source: 0000097216-23-000043 · wf-form4_167769829893423.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,415 F3 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 19:18 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 138,679 | $57.88 | $8,026,740.52 |
DisclosureSEC source: 0000097216-23-000043 · wf-form4_167769829893423.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,486 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · price: Represents average sales price. Shares sold at various prices ranging from $57.32 to $59.10. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 19:52 UTC Amendment | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 103,071 | $58.35 | $6,014,192.85 |
DisclosureSEC source: 0000097216-23-000052 · wf-form4a_167813236605968.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,923 F4 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: The broker subsequently confirmed that 18,508 shares of common stock should not have been sold pursuant to the terms of Mr. Garrison's Rule 10b5-1 stock trading plan. Read SEC document |
| February 27, 2023 Filed Mar 6, 2023 19:52 UTC Amendment | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 120,171 | $57.96 | $6,965,111.16 |
DisclosureSEC source: 0000097216-23-000052 · wf-form4a_167813236605968.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,994 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · shares: The broker subsequently confirmed that 18,508 shares of common stock should not have been sold pursuant to the terms of Mr. Garrison's Rule 10b5-1 stock trading plan. F3 · price: Represents average sales price. Shares sold at various prices ranging from $57.47 to $59.10. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F2 · balance_after: The broker subsequently confirmed that 18,508 shares of common stock should not have been sold pursuant to the terms of Mr. Garrison's Rule 10b5-1 stock trading plan. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 18:19 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 43,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000029 · wf-form4_167717637369663.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,165 F2 · shares: Performance shares awarded pursuant to the terms of performance based awards granted in 2020, 2021 and 2022 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2022. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 18:19 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, par value $.01 | 561 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000029 · wf-form4_167717637369663.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,048 F1 · shares: Reflects shares of restricted stock forfeited by Mr. Garrison pursuant to the terms of a performance award granted in 2020. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 20:16 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 150,000 | $56.16 | $8,424,000.00 |
DisclosureSEC source: 0000097216-23-000017 · wf-form4_167649215981130.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,609 F2 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F3 · price: Represents average sales price. Shares sold at various prices ranging from $55.27 to $57.13. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F1 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 20:16 UTC | TEREX CORP TEX · Entity 3718 | GiftCommon Stock, par value $.01 | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-23-000017 · wf-form4_167649215981130.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796,609 F1 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 12, 2022 Filed May 13, 2022 20:31 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 5,151 | $29.12 | $149,997.12 |
DisclosureSEC source: 0000030625-22-000069 · wf-form4_165247378625504.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,402 Underlying: Common Stock · 5,151 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| April 07, 2022 Filed Apr 11, 2022 18:50 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 79,625 | $33.38 | $2,657,882.50 |
DisclosureSEC source: 0000097216-22-000098 · wf-form4_164970298944175.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,317 F1 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan from a deferral of Mr. Garrison's bonus. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 18:30 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 180 | $39.35 | $7,083.00 |
DisclosureSEC source: 0000097216-22-000081 · wf-form4_164814660236439.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722,692 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:02 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 46,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000068 · wf-form4_164788575756660.xml · nonDerivative · entry 3 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,683 F3 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2025 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2022, 2023 and 2024. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:02 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 46,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000068 · wf-form4_164788575756660.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,777 F2 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2025 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2022 - December 31, 2024. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 18:02 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 50,515 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000068 · wf-form4_164788575756660.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,871 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on March 17, 2023; 1/3 on March 17, 2024 and 1/3 on March 17, 2025. Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 20:53 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 53,650 | $38.42 | $2,061,233.00 |
DisclosureSEC source: 0000097216-22-000053 · wf-form4_164737761575905.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,356 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 20:46 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 6,441 | $40.34 | $259,829.94 |
DisclosureSEC source: 0000097216-22-000037 · wf-form4_164668595589159.xml · nonDerivative · entry 3 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,006 F3 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 20:46 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 62,679 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000037 · wf-form4_164668595589159.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,447 F2 · shares: Performance shares awarded pursuant to the terms of performance based awards granted in 2019, 2020 and 2021 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2021. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 20:46 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, par value $.01 | 6,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-22-000037 · wf-form4_164668595589159.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,768 F1 · shares: Reflects shares of restricted stock forfeited by Mr. Garrison pursuant to the terms of a performance award granted in 2019. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 16:28 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 10,326 | $41.68 | $430,387.68 |
DisclosureSEC source: 0000097216-22-000026 · wf-form4_164623850611723.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581,008 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 20:22 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 977 | $33.85 | $33,071.45 |
DisclosureSEC source: 0000030625-21-000104 · wf-form4_163605734384634.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,251 Underlying: Common Stock · 977 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:04 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 817 | $40.45 | $33,047.65 |
DisclosureSEC source: 0000030625-21-000094 · wf-form4_162888867361800.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,274 Underlying: Common Stock · 817 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:40 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 3,587 | $41.81 | $149,972.47 |
DisclosureSEC source: 0000030625-21-000076 · wf-form4_162188878920651.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,457 Underlying: Common Stock · 3,587 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:23 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 696 | $41.32 | $28,758.72 |
DisclosureSEC source: 0000030625-21-000062 · wf-form4_162093735307647.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,870 Underlying: Common Stock · 696 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:22 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 50,000 | $53.42 | $2,671,000.00 |
DisclosureSEC source: 0000097216-21-000189 · wf-form4_162041893352569.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,010 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · price: Represents average sales price. Shares sold at various prices ranging from $53.00 to $53.97. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:28 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 50,000 | $50.09 | $2,504,500.00 |
DisclosureSEC source: 0000097216-21-000183 · wf-form4_162033285963926.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,010 F1 · price: Represents average sales price. Shares sold at various prices ranging from $50.00 to $50.23. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 20:26 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 27 | $47.01 | $1,269.27 |
DisclosureSEC source: 0000097216-21-000154 · wf-form4_161679035128952.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,010 F1 · shares: Shares are being withheld for payment of the tax liability associated with the vesting of previously granted restricted stock awards. F2 · balance_after: Total share ownership as of March 24, 2021, reflects updated calculation of Mr. Garrison's share ownership. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:04 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 93 | $47.01 | $4,371.93 |
DisclosureSEC source: 0000097216-21-000123 · wf-form4_161661985190301.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,815 F1 · shares: Shares are being withheld for payment of the tax liability associated with the vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 19:25 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 9,824 | $46.30 | $454,851.20 |
DisclosureSEC source: 0000097216-21-000103 · wf-form4_161583633839521.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,587 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 21:28 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 33,790 | $45.66 | $1,542,851.40 |
DisclosureSEC source: 0000097216-21-000091 · wf-form4_161541167957274.xml · nonDerivative · entry 3 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,411 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F4 · price: Represents average sales price. Shares sold at various prices ranging from $45.00 to $46.19. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:28 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 35,961 | $43.80 | $1,575,091.80 |
DisclosureSEC source: 0000097216-21-000091 · wf-form4_161541167957274.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,201 F3 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:28 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 16,210 | $45.23 | $733,178.30 |
DisclosureSEC source: 0000097216-21-000091 · wf-form4_161541167957274.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773,162 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · price: Represents average sales price. Shares sold at various prices ranging from $45.00 to $45.60. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 22:39 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 41,754 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000077 · wf-form4_161524316313449.xml · nonDerivative · entry 3 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,372 F3 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2024 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2021, 2022 and 2023. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 22:39 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 41,754 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000077 · wf-form4_161524316313449.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,618 F2 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2024 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2021 - December 31, 2023. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 22:39 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 44,966 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000077 · wf-form4_161524316313449.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705,864 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on March 4, 2022; 1/3 on March 4, 2023 and 1/3 on March 4, 2024. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 01:53 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 760 | $37.85 | $28,766.00 |
DisclosureSEC source: 0000030625-21-000049 · wf-form4_161482280739028.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,174 Underlying: Common Stock · 760 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 22:34 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 10,819 | $41.28 | $446,608.32 |
DisclosureSEC source: 0000097216-21-000063 · wf-form4_161463799094935.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,898 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 22:15 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 30,247 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000044 · wf-form4_161429127878660.xml · nonDerivative · entry 4 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,717 F5 · shares: Performance shares awarded pursuant to the terms of performance based awards granted in 2018, 2019 and 2020 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2020. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 22:15 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, par value $.01 | 79,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000044 · wf-form4_161429127878660.xml · nonDerivative · entry 3 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,470 F4 · shares: Reflects shares of restricted stock forfeited by Mr. Garrison pursuant to the terms of performance awards granted in 2018, 2019 and 2020. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 22:15 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 32,416 | $43.40 | $1,406,854.40 |
DisclosureSEC source: 0000097216-21-000044 · wf-form4_161429127878660.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,136 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F3 · price: Represents average sales price. Shares sold at various prices ranging from $42.50 to $44.28. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| February 24, 2021 Filed Mar 25, 2021 19:35 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 25,469 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000136 · wf-form4a_161670094227321.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,939 F1 · shares: The original Form 4, filed on February 25, 2021, is being amended by this Form 4 amendment solely to correct an error in the number of performance shares earned. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:15 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 17,584 | $42.61 | $749,254.24 |
DisclosureSEC source: 0000097216-21-000044 · wf-form4_161429127878660.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 753,552 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · price: Represents average sales price. Shares sold at various prices ranging from $42.50 to $42.89. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:44 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 96,980 | $40.00 | $3,879,200.00 |
DisclosureSEC source: 0000097216-21-000040 · wf-form4_161411662333113.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 771,136 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 19:06 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 53,020 | $40.16 | $2,129,283.20 |
DisclosureSEC source: 0000097216-21-000036 · wf-form4_161376158303323.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,116 F1 · shares: Transaction executed pursuant to a Rule 10b5-1 stock trading plan. F2 · price: Represents average sales price. Shares sold at various prices ranging from $40.00 to $40.41. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F3 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 21:39 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 858 | $33.53 | $28,768.74 |
DisclosureSEC source: 0000030625-20-000121 · wf-form4_160616755914642.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,414 Underlying: Common Stock · 858 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| August 10, 2020 Filed Aug 10, 2020 21:20 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 936 | $30.70 | $28,735.20 |
DisclosureSEC source: 0000030625-20-000108 · wf-form4_159709438630225.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,556 Underlying: Common Stock · 936 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 22, 2020 Filed May 26, 2020 20:49 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 2,628 | $25.20 | $66,225.60 |
DisclosureSEC source: 0000030625-20-000085 · wf-form4_159052613629808.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,620 Underlying: Common Stock · 2,628 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:34 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPhantom Stock · Derivative | 1,247 | $23.05 | $28,743.35 |
DisclosureSEC source: 0000030625-20-000071 · wf-form4_158957487862198.xml · derivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,992 Underlying: Common Stock · 1,247 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock, and represents director compensation deferred in the form of common stock pursuant to the issuer's deferred compensation plan. F2 · derivative.exercise_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. F2 · derivative.expiration_date: The shares of phantom stock become payable in the form of common stock upon the reporting person's termination of service as a member of the issuer's board of directors. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 18:29 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, par value $.01 | 158 | $13.10 | $2,069.80 |
DisclosureSEC source: 0000097216-20-000128 · wf-form4_158507455171216.xml · nonDerivative · entry 1 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 920,372 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of a previously granted restricted stock award. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 15:01 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, par value $.01 | 10,000 | $14.81 | $148,100.00 |
DisclosureSEC source: 0000097216-20-000115 · wf-form4_158437086951806.xml · nonDerivative · entry 2 GARRISON JOHN L JR · CIK 0001656422 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 919,019 F2 · price: Represents average purchase price. Shares purchased at various prices ranging from $14.66 to $15.02. Mr. Garrison will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares purchased at each separate price. 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.