person · Reporting owner
Chadwick Shelly Marie
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | January 20, 2026 | January 21, 2026 |
| MATERION CorpMTRN · Entity 1312 | Vice President, Finance & CFO | September 04, 2026 | September 09, 2026 |
| TIMKEN COTKR · Entity 1862 | Chief Accounting Officer | August 12, 2020 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,656 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,506 |
Reported balance
After 2026-09-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,204 |
Ending reported balance
After 2020-08-12 transaction · row 3
3 source rows · reconciled sequenceRow 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 2026-02-11 | Direct | 0 |
Reported balance
After 2020-08-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 09, 2022 Filed Aug 11, 2022 20:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000091 · wf-form4_166025005137245.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628 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 |
| June 16, 2022 Filed Jun 21, 2022 14:20 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000106 · wf-form4_165582123086912.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,651 Underlying: Common Stock · 33 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 11, 2022 Filed Mar 15, 2022 20:22 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000045 · wf-form4_164737572635306.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,618 Underlying: Common Stock · 25 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit (RSU) 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 01, 2022 Filed Mar 2, 2022 22:42 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000034 · wf-form4_164626092011871.xml · derivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,593 Underlying: Common Stock · 3,203 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) 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, 2023. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:42 UTC | MATERION Corp MTRN · Entity 1312 | GrantStock Appreciation Rights · Derivative | 4,911 | $0.00 Strike: $80.85 | $0.00 |
DisclosureSEC source: 0001104657-22-000034 · wf-form4_164626092011871.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,911 Underlying: Common Stock · 4,911 shares Expires 2029-03-01 F1 · derivative.exercise_date: The Stock Appreciation Rights vest in three equal annual installments beginning March 1, 2023. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 20:48 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-21-000114 · wf-form4_163891010994679.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390 Underlying: Common Stock · 22 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, 2021 Filed Dec 2, 2021 14:29 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionCommon Stock · Derivative | 3,964 | $84.66 | $335,592.24 |
DisclosureSEC source: 0001104657-21-000108 · wf-form4_163845536272509.xml · derivative · entry 3 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,368 Underlying: Common Stock · 3,964 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, 2021 Filed Dec 2, 2021 14:29 UTC | MATERION Corp MTRN · Entity 1312 | Tax withholdingCommon Stock | 1,164 | $84.66 | $98,544.24 |
DisclosureSEC source: 0001104657-21-000108 · wf-form4_163845536272509.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 14:29 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionCommon Stock | 3,964 | $84.66 | $335,592.24 |
DisclosureSEC source: 0001104657-21-000108 · wf-form4_163845536272509.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,964 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 |
| September 03, 2021 Filed Sep 8, 2021 14:04 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock · Derivative | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-21-000082 · wf-form4_163110982694096.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,332 Underlying: Common Stock · 32 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 11, 2021 Filed Jun 15, 2021 20:48 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-21-000065 · wf-form4_162379003926499.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,300 Underlying: Common Stock · 29 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 05, 2021 Filed Mar 9, 2021 18:24 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-21-000023 · wf-form4_161531425527860.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,271 Underlying: Common Stock · 30 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 |
| February 17, 2021 Filed Feb 18, 2021 17:29 UTC | MATERION Corp MTRN · Entity 1312 | GrantStock Appreciation Rights · Derivative | 5,785 | $0.00 Strike: $68.82 | $0.00 |
DisclosureSEC source: 0001104657-21-000012 · wf-form4_161366935657055.xml · derivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,785 Underlying: Common Stock · 5,785 shares Expires 2028-02-17 F4 · derivative.exercise_date: The Stock Appreciation Rights vest in three equal annual installments beginning February 17, 2022. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 17:29 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 3,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-21-000012 · wf-form4_161366935657055.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,241 Underlying: Common Stock · 3,461 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents one share of MTRN common stock. F2 · derivative.exercise_date: The restricted stock units are subject to a three year vesting period. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 21:35 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 15,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-20-000131 · wf-form4_160685850220798.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Vice President, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,780 Underlying: Common Stock · 15,780 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 vest in four equal annual installments beginning November 30, 2021. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:12 UTC | TIMKEN CO TKR · Entity 1862 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 2,370 | $0.00 Strike: $27.75 | $0.00 |
DisclosureSEC source: 0000098362-20-000132 · wf-form4_159743588080123.xml · derivative · entry 4 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,370 shares Expires 2026-02-11 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 · security: 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. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:12 UTC | TIMKEN CO TKR · Entity 1862 | SaleCommon Stock | 2,036 | $56.01 | $114,036.36 |
DisclosureSEC source: 0000098362-20-000132 · wf-form4_159743588080123.xml · nonDerivative · entry 3 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204 F1 · price: 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. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:12 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 334 | $56.27 | $18,794.18 |
DisclosureSEC source: 0000098362-20-000132 · wf-form4_159743588080123.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,240 Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:12 UTC | TIMKEN CO TKR · Entity 1862 | Exercise / conversionCommon Stock | 2,370 | $27.75 | $65,767.50 |
DisclosureSEC source: 0000098362-20-000132 · wf-form4_159743588080123.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,574 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 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,600 | $0.00 Strike: $40.56 | $0.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · derivative · entry 12 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,600 shares Expires 2023-02-07 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. F6 · security: 1,600 stock options granted on 02/07/13 (previously reported on Form 4) that vested in 25% increments per year from date of grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,600 | $0.00 Strike: $37.31 | $0.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · derivative · entry 11 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,600 shares Expires 2022-02-09 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. F5 · security: 1,600 stock options granted on 02/09/12 (previously reported on Form 4) that vested in 25% increments per year from date of grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | SaleCommon Stock | 1,461 | $55.06 | $80,442.66 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 10 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204 F4 · price: This transaction was executed in multiple trades at prices ranging from $55.02 to $55.11. 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. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 139 | $55.02 | $7,647.78 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 9 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,665 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Exercise / conversionCommon Stock | 1,600 | $40.56 | $64,896.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 8 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,804 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 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | SaleCommon Stock | 1,429 | $55.06 | $78,680.74 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 7 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204 F3 · price: This transaction was executed in multiple trades at prices ranging from $55.00 to $55.13. 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. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 171 | $55.08 | $9,418.68 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 6 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,633 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Exercise / conversionCommon Stock | 1,600 | $37.31 | $59,696.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 5 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,804 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 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 1,132 | $56.22 | $63,641.04 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 4 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 4,019 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 3 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,336 F2 · security: Represents award of shares pursuant to vesting of performance-based restricted share units granted on February 13, 2017. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 60 | $54.95 | $3,297.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,317 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:29 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000071 · wf-form4_158203256986074.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,377 F1 · security: Represents vesting of 25% of the time-based restricted share units granted on February 13, 2017. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:21 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 96 | $54.95 | $5,275.20 |
DisclosureSEC source: 0000098362-20-000057 · wf-form4_158171528851003.xml · nonDerivative · entry 4 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,165 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:21 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000057 · wf-form4_158171528851003.xml · nonDerivative · entry 3 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,261 F2 · security: Represents vesting of 25% of the time-based restricted share units granted on February 12, 2019. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:21 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 81 | $54.95 | $4,450.95 |
DisclosureSEC source: 0000098362-20-000057 · wf-form4_158171528851003.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,974 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:21 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000057 · wf-form4_158171528851003.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,055 F1 · security: Represents vesting of 25% of the time-based restricted share units granted on February 12, 2018. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 19:15 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 62 | $53.79 | $3,334.98 |
DisclosureSEC source: 0000098362-20-000036 · wf-form4_158162133013995.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 19:15 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000036 · wf-form4_158162133013995.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,873 F1 · security: Represents vesting of 25% of the time-based restricted share units granted on February 11, 2016. F2 · balance_after: Includes 62 shares earned through dividend reinvestment in 2019. Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 23:11 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 2,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000018 · wf-form4_158146264901938.xml · derivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 Underlying: Common Stock · 2,275 shares Expires 2022-12-31 F2 · derivative.exercise_date: Grant of 2,275 performance-based restricted share units subject to certain performance criteria between January 1, 2020 and December 31, 2022. Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 23:11 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 1,525 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-20-000018 · wf-form4_158146264901938.xml · derivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525 Underlying: Common Stock · 1,525 shares Expires 2024-02-10 F1 · derivative.exercise_date: Grant of 1,525 time-based restricted share units that vest 25% per year. Read SEC document |
| November 04, 2019 Filed Nov 6, 2019 21:05 UTC | TIMKEN CO TKR · Entity 1862 | PurchaseCommon Stock | 1,183 | $52.28 | $61,847.24 |
DisclosureSEC source: 0000098362-19-000117 · wf-form4_157307432698575.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,626 F1 · shares: The named officer purchased such shares to be held in her individual retirement account. Read SEC document |
| August 20, 2019 Filed Sep 20, 2019 19:08 UTC | TIMKEN CO TKR · Entity 1862 | OtherCommon Stock | 1,183 | $40.00 | $47,320.00 |
DisclosureSEC source: 0000098362-19-000108 · wf-form4_156900649552511.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) Disclosed balance after: 0 F1 · security: On June 26, 2018, the Company announced that effective January 1, 2019 the primary U.S. Company sponsored 401(k) plan would no longer allow contributions to be made to the employer stock fund to align with industry trends to remove investment in the employer's stock as an option in a company sponsored 401(k) plan. All participants in this plan, including the named officer, are required to transfer remaining funds in the employer stock fund to other fund options by December 31, 2022. Read SEC document |
| May 03, 2019 Filed May 7, 2019 15:43 UTC | TIMKEN CO TKR · Entity 1862 | SaleCommon Stock | 2,400 | $51.44 | $123,456.00 |
DisclosureSEC source: 0000098362-19-000054 · wf-form4_155724377892909.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.03 to $51.82. 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. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 19:38 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 58 | $43.64 | $2,531.12 |
DisclosureSEC source: 0000098362-19-000033 · wf-form4_155025950800365.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,843 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 19:38 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-19-000033 · wf-form4_155025950800365.xml · nonDerivative · entry 1 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,901 F1 · security: Represents vesting of 25% of the time-based restricted share units granted on February 13, 2017. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 19:55 UTC | TIMKEN CO TKR · Entity 1862 | GrantEmployee Stock Option (right to buy) · Derivative | 7,575 | $0.00 Strike: $42.60 | $0.00 |
DisclosureSEC source: 0000098362-19-000024 · wf-form4_155017410339533.xml · derivative · entry 8 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,575 Underlying: Common Stock · 7,575 shares Expires 2029-02-12 F5 · derivative.exercise_date: These options will become exercisable in annual 25% increments beginning on February 12, 2020. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 19:55 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 2,850 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-19-000024 · wf-form4_155017410339533.xml · derivative · entry 7 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,850 Underlying: Common Stock · 2,850 shares Expires 2021-12-31 F4 · derivative.exercise_date: Grant of 2,850 performance-based restricted share units subject to certain performance criteria between January 1, 2019 and December 31, 2021. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 19:55 UTC | TIMKEN CO TKR · Entity 1862 | GrantRestricted Share Unit · Derivative | 1,150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000098362-19-000024 · wf-form4_155017410339533.xml · derivative · entry 6 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Underlying: Common Stock · 1,150 shares Expires 2023-02-12 F3 · derivative.exercise_date: Grant of 1,150 time-based restricted share units that vest 25% per year. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 19:55 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 71 | $43.18 | $3,065.78 |
DisclosureSEC source: 0000098362-19-000024 · wf-form4_155017410339533.xml · nonDerivative · entry 4 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,688 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 19:55 UTC | TIMKEN CO TKR · Entity 1862 | GrantCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000098362-19-000024 · wf-form4_155017410339533.xml · nonDerivative · entry 3 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,759 F2 · security: Represents vesting of 25% of the time-based restricted share units granted on February 12, 2018. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 19:55 UTC | TIMKEN CO TKR · Entity 1862 | Tax withholdingCommon Stock | 42 | $43.18 | $1,813.56 |
DisclosureSEC source: 0000098362-19-000024 · wf-form4_155017410339533.xml · nonDerivative · entry 2 Chadwick Shelly Marie · CIK 0001688289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516 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.