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person · Reporting owner

Chadwick Shelly Marie

Disclosed activity across 3 companies

Tapewire entity
24726
SEC CIK
0001688289

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467DirectorJanuary 20, 2026January 21, 2026
MATERION CorpMTRN · Entity 1312Vice President, Finance & CFOSeptember 04, 2026September 09, 2026
TIMKEN COTKR · Entity 1862Chief Accounting OfficerAugust 12, 2020August 14, 2020

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.

APPLIED INDUSTRIAL TECHNOLOGIES INC

Report date January 20, 2026 · Filed January 21, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect3,656 Reported balance After 2026-01-20 transaction · row 1
1 source row

Row 1 · 2026-01-20 · Grant · Acquired 572 · Balance 3,656

F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.

Filing footnotes · ownership attribution and instrument terms

F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.

MATERION Corp

Report date September 04, 2026 · Filed September 09, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect12,506 Reported balance After 2026-09-04 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-04 · Grant · Acquired 8 · Balance 12,506

F1: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3: Expiration Date is the same as the Date Exercisable.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3: Expiration Date is the same as the Date Exercisable.

TIMKEN CO

Report date August 12, 2020 · Filed August 14, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect6,204 Ending reported balance After 2020-08-12 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2020-08-12 · Exercise / conversion · Acquired 2,370 · Balance 8,574

Row 2 · 2020-08-12 · Tax withholding · Disposed 334 · Balance 8,240

Row 3 · 2020-08-12 · Sale · Disposed 2,036 · Balance 6,204

F1: This transaction was executed in multiple trades at prices ranging from $55.91 to $56.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.75 · Expires 2026-02-11Direct0 Reported balance After 2020-08-12 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2020-08-12 · Exercise / conversion · Disposed 2,370 · Balance 0

F2: 2,370 stock options from 02/11/16 grant of 4,740 stock options (previously reported) that vested in 25% increments per year from the date of grant.

Filing footnotes · ownership attribution and instrument terms

F1: This transaction was executed in multiple trades at prices ranging from $55.91 to $56.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2: 2,370 stock options from 02/11/16 grant of 4,740 stock options (previously reported) that vested in 25% increments per year from the date of grant.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 04, 2026 Filed Sep 9, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 8 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000020 · wk-form4_1788987580.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,506

Underlying: Common Stock · 8 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
August 07, 2026 Filed Aug 11, 2026 20:50 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionStock Appreciation Rights · Derivative 2,172 $0.00 Strike: $87.36 $0.00
Disclosure

SEC source: 0001688289-26-000018 · wk-form4_1786481408.xml · derivative · entry 6

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,345

Underlying: Common Stock · 2,172 shares

Expires 2032-03-01

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.

F2 · derivative.exercise_date: The Stock Appreciation Rights vest in three substantially equal annual installments beginning March 1, 2026.

Read SEC document
August 07, 2026 Filed Aug 11, 2026 20:50 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionStock Appreciation Rights · Derivative 2,800 $0.00 Strike: $135.58 $0.00
Disclosure

SEC source: 0001688289-26-000018 · wk-form4_1786481408.xml · derivative · entry 5

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,400

Underlying: Common Stock · 2,800 shares

Expires 2031-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Appreciation Rights vest in three substantially equal annual installments beginning March 1, 2025.

Read SEC document
August 07, 2026 Filed Aug 11, 2026 20:50 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,705 $293.00 $499,565.00
Disclosure

SEC source: 0001688289-26-000018 · wk-form4_1786481408.xml · nonDerivative · entry 4

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,246

Read SEC document
August 07, 2026 Filed Aug 11, 2026 20:50 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 3,267 $293.40 $958,537.80
Disclosure

SEC source: 0001688289-26-000018 · wk-form4_1786481408.xml · nonDerivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,951

Read SEC document
August 07, 2026 Filed Aug 11, 2026 20:50 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 2,172 $87.36 $189,745.92
Disclosure

SEC source: 0001688289-26-000018 · wk-form4_1786481408.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,218

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.

Read SEC document
August 07, 2026 Filed Aug 11, 2026 20:50 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 2,800 $135.58 $379,624.00
Disclosure

SEC source: 0001688289-26-000018 · wk-form4_1786481408.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,046

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.

Read SEC document
June 12, 2026 Filed Jun 16, 2026 17:29 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 8 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000016 · wk-form4_1781630984.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,498

Underlying: Common Stock · 8 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
May 08, 2026 Filed May 12, 2026 19:46 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionStock Appreciation Rights · Derivative 4,912 $0.00 Strike: $113.28 $0.00
Disclosure

SEC source: 0001688289-26-000014 · wk-form4_1778615200.xml · derivative · entry 4

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,912 shares

Expires 2030-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Appreciation Rights vested in three equal annual installments beginning March 1, 2024.

Read SEC document
May 08, 2026 Filed May 12, 2026 19:46 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,192 $198.88 $237,064.96
Disclosure

SEC source: 0001688289-26-000014 · wk-form4_1778615200.xml · nonDerivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,246

Read SEC document
May 08, 2026 Filed May 12, 2026 19:46 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 3,720 $199.14 $740,800.80
Disclosure

SEC source: 0001688289-26-000014 · wk-form4_1778615200.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,438

Read SEC document
May 08, 2026 Filed May 12, 2026 19:46 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 4,912 $113.28 $556,431.36
Disclosure

SEC source: 0001688289-26-000014 · wk-form4_1778615200.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,158

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.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 18:21 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 6 $144.19 $865.14
Disclosure

SEC source: 0001688289-26-000012 · wk-form4_1773166900.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,246

Read SEC document
March 06, 2026 Filed Mar 10, 2026 18:21 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 14 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000012 · wk-form4_1773166900.xml · derivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,490

Underlying: Common Stock · 14 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
March 06, 2026 Filed Mar 10, 2026 18:21 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 9 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000012 · wk-form4_1773166900.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,252

Read SEC document
March 03, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,500 $162.00 $243,000.00
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · nonDerivative · entry 4

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,243

Read SEC document
March 03, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,039 $157.26 $163,393.14
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · nonDerivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,743

F1 · ownership.direct: The reported sale of 1,039 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 1, 2025.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 3,909 $166.59 $651,200.31
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,782

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 GrantStock Appreciation Rights · Derivative 5,498 $0.00 Strike: $166.59 $0.00
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · derivative · entry 7

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,498

Underlying: Common Stock · 5,498 shares

Expires 2033-03-01

F6 · derivative.exercise_date: These Stock Appreciation Rights vest in three equal annual installments beginning March 1, 2027.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 3,590 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · derivative · entry 6

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,476

Underlying: Common Stock · 3,590 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F5 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning March 1, 2027.

F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 5,552 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · derivative · entry 5

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,886

Underlying: Common Stock · 5,552 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F3 · derivative.exercise_date: These restricted stock units granted on 03/01/2023, 03/01/2024, and 03/01/2025, and any related dividend equivalents, vest in three equal annual installments.

F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:16 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 5,552 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000010 · wk-form4_1772583403.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,691

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.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:07 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 5,001 $147.00 $735,147.00
Disclosure

SEC source: 0001688289-26-000008 · wk-form4_1772050041.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,139

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:07 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 3,975 $145.03 $576,490.28
Disclosure

SEC source: 0001688289-26-000008 · wk-form4_1772050041.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,140

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.960 to 145.500, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the Staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionStock Appreciation Rights · Derivative 4,911 $0.00 Strike: $80.85 $0.00
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · derivative · entry 7

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,911 shares

Expires 2029-03-01

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.

F2 · derivative.exercise_date: The Stock Appreciation Rights vested in three equal annual installments beginning March 1, 2023.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionStock Appreciation Rights · Derivative 5,785 $0.00 Strike: $68.82 $0.00
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · derivative · entry 6

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,785 shares

Expires 2028-02-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Appreciation Rights vested in three equal annual installments beginning February 17, 2022.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 GiftCommon Stock 225 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · nonDerivative · entry 5

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,115

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 3,217 $156.66 $503,975.22
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · nonDerivative · entry 4

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,340

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 3,503 $157.01 $550,006.03
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · nonDerivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,557

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 4,911 $80.85 $397,054.35
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,060

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.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 20:59 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 5,785 $68.82 $398,123.70
Disclosure

SEC source: 0001688289-26-000006 · wk-form4_1771621166.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,149

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.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 20:42 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 3,554 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000004 · wk-form4_1771015345.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,364

Read SEC document
January 31, 2026 Filed Feb 3, 2026 19:55 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 113 $0.00 $0.00
Disclosure

SEC source: 0001688289-26-000002 · wk-form4_1770148513.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,438

Underlying: Common Stock · 113 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: The restricted stock units will vest on January 31, 2029.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
January 20, 2026 Filed Jan 21, 2026 21:14 UTC APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 GrantCommon Stock 572 $0.00 $0.00
Disclosure

SEC source: 0000109563-26-000009 · wk-form4_1769030091.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,656

F1 · shares: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 16:47 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000195 · wk-form4_1765298828.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,325

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
September 05, 2025 Filed Sep 9, 2025 18:38 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 18 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000168 · wk-form4_1757443124.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,310

Underlying: Common Stock · 18 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 16:14 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 4,696 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000153 · wk-form4_1755015279.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,292

Underlying: Common Stock · 4,696 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units vest in a single installment on the third anniversary of the grant date.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

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June 13, 2025 Filed Jun 17, 2025 19:59 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 17 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000116 · wk-form4_1750190351.xml · derivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,596

Underlying: Common Stock · 17 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

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March 10, 2025 Filed Mar 11, 2025 20:50 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 5 $88.77 $443.85
Disclosure

SEC source: 0001104657-25-000039 · wk-form4_1741726245.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,810

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March 07, 2025 Filed Mar 11, 2025 20:50 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 14 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000039 · wk-form4_1741726245.xml · derivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,579

Underlying: Common Stock · 14 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the restricted stock units to which they relate.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

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March 07, 2025 Filed Mar 11, 2025 20:50 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 10 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000039 · wk-form4_1741726245.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,815

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March 04, 2025 Filed Mar 6, 2025 21:37 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,256 $86.07 $108,103.92
Disclosure

SEC source: 0001104657-25-000028 · wk-form4_1741297050.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,805

F1 · ownership.direct: The reported sale of 1,256 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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March 03, 2025 Filed Mar 4, 2025 22:52 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 1,853 $87.36 $161,878.08
Disclosure

SEC source: 0001104657-25-000026 · wk-form4_1741128740.xml · nonDerivative · entry 2

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,061

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March 01, 2025 Filed Mar 4, 2025 22:52 UTC MATERION Corp MTRN · Entity 1312 GrantStock Appreciation Rights · Derivative 6,517 $0.00 Strike: $87.36 $0.00
Disclosure

SEC source: 0001104657-25-000026 · wk-form4_1741128740.xml · derivative · entry 5

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,517

Underlying: Common Stock · 6,517 shares

Expires 2032-03-01

F5 · derivative.exercise_date: These Stock Appreciation Rights vest in three equal annual installments beginning March 1, 2026.

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March 01, 2025 Filed Mar 4, 2025 22:52 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 4,417 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000026 · wk-form4_1741128740.xml · derivative · entry 4

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,565

Underlying: Common Stock · 4,417 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 1, 2026.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

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March 01, 2025 Filed Mar 4, 2025 22:52 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 3,345 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000026 · wk-form4_1741128740.xml · derivative · entry 3

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,148

Underlying: Common Stock · 3,345 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units granted on 03/01/2022, 03/01/2023, and 03/01/2024, and any related dividend equivalents, vest in three equal annual installments.

F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

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March 01, 2025 Filed Mar 4, 2025 22:52 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 3,345 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000026 · wk-form4_1741128740.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,914

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.

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February 13, 2025 Filed Feb 18, 2025 18:54 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 2,937 $0.00 $0.00
Disclosure

SEC source: 0001104657-25-000012 · wk-form4_1739904869.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,569

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January 31, 2025 Filed Feb 4, 2025 18:07 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 805 $101.24 $81,498.20
Disclosure

SEC source: 0001104657-25-000003 · wk-form4_1738692462.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,632

F1 · ownership.direct: The reported sale of 805 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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January 23, 2025 Filed Jan 27, 2025 21:18 UTC APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 GrantCommon Stock 562 $0.00 $0.00
Disclosure

SEC source: 0000109563-25-000009 · wk-form4_1738012705.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,084

F1 · shares: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.