TapewireFind a company

person · Reporting owner

Chadwick Shelly Marie

Disclosed activity across 3 companies

Tapewire entity
24726
SEC CIK
0001688289

Export transaction history ↓

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

JSON API
Reset

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
December 06, 2024 Filed Dec 10, 2024 23:07 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000154 · wk-form4_1733872033.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,493

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 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.

F4 · balance_after: The Reporting Person's direct holdings have been adjusted by a de minimis number of shares to account for reconciliation to the Issuer's account records for the Reporting Person.

Read SEC document
December 06, 2024 Filed Dec 10, 2024 23:07 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 3 $110.97 $332.91
Disclosure

SEC source: 0001104657-24-000154 · wk-form4_1733872033.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,437

Read SEC document
December 06, 2024 Filed Dec 10, 2024 23:07 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 5 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000154 · wk-form4_1733872033.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,440

Read SEC document
December 02, 2024 Filed Dec 3, 2024 21:02 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 1,789 $117.96 $211,030.44
Disclosure

SEC source: 0001104657-24-000150 · wk-form4_1733259729.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,435

Read SEC document
November 30, 2024 Filed Dec 3, 2024 21:02 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 4,024 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000150 · wk-form4_1733259729.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,499

Underlying: Common Stock · 4,024 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.

F3 · derivative.exercise_price: Each restricted stock unit represents one share of MTRN common stock.

F4 · derivative.exercise_date: These restricted stock units granted on 11/30/2020 generally vest in four equal annual installments.

F5 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable.

Read SEC document
November 30, 2024 Filed Dec 3, 2024 21:02 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 4,024 Not disclosed Not disclosed
Disclosure

SEC source: 0001104657-24-000150 · wk-form4_1733259729.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,224

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

F3 · price: Each restricted stock unit represents one share of MTRN common stock.

Read SEC document
November 29, 2024 Filed Dec 3, 2024 21:02 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,000 $115,923.00 $115,923,000.00
Disclosure

SEC source: 0001104657-24-000150 · wk-form4_1733259729.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,200

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.555 to $116.490, inclusive.

F2 · price: The Reporting Person undertakes to provide the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote one of this Form 4.

Read SEC document
November 29, 2024 Filed Dec 10, 2024 22:48 UTC Amendment MATERION Corp MTRN · Entity 1312 SaleCommon Stock 1,000 $115.92 $115,923.00
Disclosure

SEC source: 0001104657-24-000151 · wk-form4a_1733870899.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,200

F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.555 to $116.490, inclusive.

F2 · balance_after: The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this amended Form 4.

F3 · balance_after: On December 3, 2024, the Reporting Person filed a Form 4 which inadvertently reported the weighted average price of the securities disposed in Column 4 as $115,923, when in fact the weighted average price of the securities disposed was $115.923.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 17:08 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000124 · wk-form4_1725988078.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,523

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 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
June 07, 2024 Filed Jun 10, 2024 19:49 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000093 · wk-form4_1718048941.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,508

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 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 08, 2024 Filed Mar 12, 2024 20:52 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 14 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000038 · wk-form4_1710276744.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,493

Underlying: Common Stock · 14 shares

Expires not disclosed

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

F5 · 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.

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

Read SEC document
March 08, 2024 Filed Mar 12, 2024 20:52 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 6 $132.28 $793.68
Disclosure

SEC source: 0001104657-24-000038 · wk-form4_1710276744.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,200

Read SEC document
March 08, 2024 Filed Mar 12, 2024 20:52 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 9 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000038 · wk-form4_1710276744.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,206

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:40 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 2,251 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000028 · wk-form4_1709656812.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,221

Underlying: Common Stock · 2,251 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 one share of MTRN common stock.

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

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

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:40 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 1,001 $135.58 $135,715.58
Disclosure

SEC source: 0001104657-24-000028 · wk-form4_1709656812.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,197

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:40 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 2,251 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000028 · wk-form4_1709656812.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,198

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 01, 2024 Filed Mar 12, 2024 20:52 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 3,258 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000038 · wk-form4_1710276744.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,479

Underlying: Common Stock · 3,258 shares

Expires not disclosed

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

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 1, 2025.

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

Read SEC document
March 01, 2024 Filed Mar 12, 2024 20:52 UTC MATERION Corp MTRN · Entity 1312 GrantStock Appreciation Rights · Derivative 4,200 $0.00 Strike: $135.58 $0.00
Disclosure

SEC source: 0001104657-24-000038 · wk-form4_1710276744.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,200

Underlying: Common Stock · 4,200 shares

Expires 2031-03-01

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

Read SEC document
February 22, 2024 Filed Feb 26, 2024 18:31 UTC MATERION Corp MTRN · Entity 1312 GiftCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000025 · wk-form4_1708972290.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,947

Read SEC document
February 22, 2024 Filed Feb 26, 2024 18:31 UTC MATERION Corp MTRN · Entity 1312 SaleCommon Stock 2,000 $132.60 $265,192.00
Disclosure

SEC source: 0001104657-24-000025 · wk-form4_1708972290.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,147

Read SEC document
February 21, 2024 Filed Feb 23, 2024 18:52 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 3,519 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000024 · wk-form4_1708714327.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,472

Underlying: Common Stock · 3,519 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 one share of MTRN common stock.

F2 · derivative.exercise_date: The restricted stock units granted on 02/17/2021 are subject to a three year vesting period.

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

Read SEC document
February 21, 2024 Filed Feb 23, 2024 18:52 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 2,789 $131.48 $366,697.72
Disclosure

SEC source: 0001104657-24-000024 · wk-form4_1708714327.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,147

Read SEC document
February 17, 2024 Filed Feb 23, 2024 18:52 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 5,245 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000024 · wk-form4_1708714327.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,936

Read SEC document
February 17, 2024 Filed Feb 23, 2024 18:52 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 3,519 $0.00 $0.00
Disclosure

SEC source: 0001104657-24-000024 · wk-form4_1708714327.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,691

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
January 23, 2024 Filed Jan 25, 2024 22:19 UTC APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 GrantCommon Stock 850 $0.00 $0.00
Disclosure

SEC source: 0000109563-24-000022 · wk-form4_1706221136.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,522

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

Read SEC document
December 08, 2023 Filed Dec 12, 2023 22:43 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000158 · wk-form4_1702421005.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,991

Underlying: Common Stock · 21 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents 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
December 08, 2023 Filed Dec 12, 2023 22:43 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 2 $114.93 $229.86
Disclosure

SEC source: 0001104657-23-000158 · wk-form4_1702421005.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,172

Read SEC document
December 08, 2023 Filed Dec 12, 2023 22:43 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 5 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000158 · wk-form4_1702421005.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,174

Read SEC document
November 30, 2023 Filed Dec 4, 2023 20:18 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 4,009 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000156 · wk-form4_1701721123.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,970

Underlying: Common Stock · 4,009 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 one share of MTRN common stock.

F2 · derivative.exercise_date: These restricted stock units granted on 11/30/2020 generally vest in four equal annual installments.

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

Read SEC document
November 30, 2023 Filed Dec 4, 2023 20:18 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 1,181 $113.11 $133,582.91
Disclosure

SEC source: 0001104657-23-000156 · wk-form4_1701721123.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,169

Read SEC document
November 30, 2023 Filed Dec 4, 2023 20:18 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 4,009 $113.11 $453,457.99
Disclosure

SEC source: 0001104657-23-000156 · wk-form4_1701721123.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,350

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 · price: Each restricted stock unit represents one share of MTRN common stock.

Read SEC document
September 07, 2023 Filed Sep 11, 2023 22:36 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 23 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000139 · wf-form4_169447175432445.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,979

Underlying: Common Stock · 23 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
June 15, 2023 Filed Jun 21, 2023 22:51 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000100 · wf-form4_168738787708462.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,956

Underlying: Common Stock · 21 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
March 10, 2023 Filed Mar 14, 2023 23:25 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 17 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000036 · wf-form4_167883631118760.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,935

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 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 10, 2023 Filed Mar 14, 2023 23:25 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 1 $107.02 $107.02
Disclosure

SEC source: 0001104657-23-000036 · wf-form4_167883631118760.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,341

Read SEC document
March 10, 2023 Filed Mar 14, 2023 23:25 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 1 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000036 · wf-form4_167883631118760.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,342

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 01, 2023 Filed Mar 3, 2023 21:46 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 1,766 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000029 · wf-form4_167787995795072.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,918

Underlying: Common Stock · 1,766 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: The restricted stock units generally vest in full on March 1, 2026.

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:46 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 3,507 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000029 · wf-form4_167787995795072.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,152

Underlying: Common Stock · 3,507 shares

Expires not disclosed

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

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 1, 2024.

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:46 UTC MATERION Corp MTRN · Entity 1312 GrantStock Appreciation Rights · Derivative 4,912 $0.00 Strike: $113.28 $0.00
Disclosure

SEC source: 0001104657-23-000029 · wf-form4_167787995795072.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,912

Underlying: Common Stock · 4,912 shares

Expires 2030-03-01

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:50 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 1,074 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000025 · wf-form4_167786578703154.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,645

Underlying: Common Stock · 1,074 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: The restricted stock units granted on 03/01/2022 vest in three equal annual installments.

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:50 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 350 $113.28 $39,648.00
Disclosure

SEC source: 0001104657-23-000025 · wf-form4_167786578703154.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,341

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:50 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 1,074 $0.00 $0.00
Disclosure

SEC source: 0001104657-23-000025 · wf-form4_167786578703154.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,691

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
January 24, 2023 Filed Jan 26, 2023 14:45 UTC APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 GrantCommon Stock 1,044 $0.00 $0.00
Disclosure

SEC source: 0000109563-23-000010 · wf-form4_167474433633563.xml · nonDerivative · entry 1

Chadwick Shelly Marie · CIK 0001688289 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,672

F1 · shares: Shares of restricted stock granted under the 2019 Long-Term Performance Plan that vest one year from the date of the grant.

Read SEC document
December 09, 2022 Filed Dec 13, 2022 20:58 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 2 $84.59 $169.18
Disclosure

SEC source: 0001104657-22-000170 · wf-form4_167096506307518.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,617

Read SEC document
December 09, 2022 Filed Dec 13, 2022 20:58 UTC MATERION Corp MTRN · Entity 1312 GrantCommon Stock 6 $0.00 $0.00
Disclosure

SEC source: 0001104657-22-000170 · wf-form4_167096506307518.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,619

Read SEC document
December 08, 2022 Filed Dec 13, 2022 00:18 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 28 $0.00 $0.00
Disclosure

SEC source: 0001104657-22-000167 · wf-form4_167089068887122.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,719

Underlying: Common Stock · 28 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
November 30, 2022 Filed Dec 2, 2022 17:09 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionRestricted Stock Units · Derivative 3,988 $0.00 $0.00
Disclosure

SEC source: 0001104657-22-000158 · wf-form4_167000097128021.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,691

Underlying: Common Stock · 3,988 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: The restricted stock units granted on 11/30/2020 vest in four equal annual installments.

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

Read SEC document
November 30, 2022 Filed Dec 2, 2022 17:09 UTC MATERION Corp MTRN · Entity 1312 Tax withholdingCommon Stock 1,175 $80.56 $94,658.00
Disclosure

SEC source: 0001104657-22-000158 · wf-form4_167000097128021.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,613

Read SEC document
November 30, 2022 Filed Dec 2, 2022 17:09 UTC MATERION Corp MTRN · Entity 1312 Exercise / conversionCommon Stock 3,988 Not disclosed Not disclosed
Disclosure

SEC source: 0001104657-22-000158 · wf-form4_167000097128021.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,788

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

Read SEC document
September 08, 2022 Filed Sep 12, 2022 21:21 UTC MATERION Corp MTRN · Entity 1312 GrantRestricted Stock Units · Derivative 28 $0.00 $0.00
Disclosure

SEC source: 0001104657-22-000143 · wf-form4_166301769932485.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,679

Underlying: Common Stock · 28 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

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