Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESCO TECHNOLOGIES INCESE · Entity 3711 | Director | July 17, 2026 | July 20, 2026 |
| Kimball Electronics, Inc.KE · Entity 2738 | Director | November 14, 2025 | November 18, 2025 |
| MATERION CorpMTRN · Entity 1312 | Director | September 04, 2026 | September 09, 2026 |
| MKS INCMKSI · Entity 110 | Director | February 15, 2018 | February 16, 2018 |
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.
ESCO TECHNOLOGIES INC
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 19,843.4975 |
Reported balance
After 2026-07-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 4.9827 · Balance 19,843.4975 F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated.
Kimball Electronics, Inc.
Report date November 14, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,912 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Grant · Acquired 4,411 · Balance 15,912 F1: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan |
| Phantom Stock unitsSEC Table II · derivative / convertible security | Direct | 42,924 |
Reported balance
Holding disclosure · report date 2025-11-14 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 42,924 F2: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan
F2: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.
MATERION Corp
Report date September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld in Directors Deferred Compensation Plan | 12,041.34 |
Reported balance
After 2026-09-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 7.082 · Balance 12,041.34 |
| Common StockSEC Table I · non-derivative | Direct | 3,664 |
Reported balance
Holding disclosure · report date 2026-09-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,664 |
MKS INC
Report date February 15, 2018 · Filed February 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Phillippy Family Trust | 7,354.928 |
Reported balance
After 2018-02-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-02-15 · Sale · Disposed 10,000 · Balance 7,354.928 F1: This transaction was executed in multiple trades at prices ranging from $108.70 to $109.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request, the full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | Direct | 1,988.812 |
Reported balance
Holding disclosure · report date 2018-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,988.812 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $108.70 to $109.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request, the full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| September 06, 2024 Filed Sep 10, 2024 17:07 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 15.295 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000122 · wk-form4_1725988057.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,933.443 Read SEC document |
| July 19, 2024 Filed Jul 22, 2024 19:47 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 14.0624 | $117.92 | $1,658.24 |
DisclosureSEC source: 0001415889-24-019855 · form4-07222024_070746.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,742.0798 Underlying: Common Stock · 14.0624 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the record date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the record date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the record date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 19:48 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000088 · wk-form4_1718048879.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 1 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 (earlier of May 10, 2025 and the date of the next annual meeting of MTRN's shareholders). F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 19:48 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 14.628 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000088 · wk-form4_1718048879.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,918.148 Read SEC document |
| May 10, 2024 Filed May 13, 2024 14:05 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000076 · wk-form4_1715609112.xml · derivative · entry 4 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150 Underlying: Common Stock · 1,150 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 generally vest on the earlier of (1) the first anniversary of the grant date and (2) the date of the next annual meeting of MTRN's shareholders that follows the grant date. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 09, 2024 Filed May 13, 2024 14:05 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionRestricted Stock Unit · Derivative | 1,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000076 · wk-form4_1715609112.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,152 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 shares were issued pursuant to the vesting of a restricted stock unit award made on May 18, 2023 that vested on May 9, 2024. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 09, 2024 Filed May 13, 2024 14:05 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionCommon Stock | 1,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104657-24-000076 · wk-form4_1715609112.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,003 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 |
| April 16, 2024 Filed Apr 17, 2024 20:27 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 16.7567 | $98.88 | $1,656.90 |
DisclosureSEC source: 0001415889-24-010974 · form4-04172024_080429.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,728.0174 Underlying: Common Stock · 16.7567 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the record date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the record date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the record date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:46 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Unit · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000035 · wk-form4_1710276387.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,152 Underlying: Common Stock · 1 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 (earlier of May 18, 2024 and the date of the next annual meeting of MTRN's shareholders). F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:46 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 11.365 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-24-000035 · wk-form4_1710276387.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,903.52 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 18:05 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 1,733 | $103.84 | $179,954.72 |
DisclosureSEC source: 0001140361-24-006922 · form4.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,711.2607 Underlying: Common Stock · 1,733 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Unit (RSU) is the economic equivalent of one share of common stock. The RSUs vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.exercise_date: Each Restricted Share Unit (RSU) is the economic equivalent of one share of common stock. The RSUs vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.expiration_date: Each Restricted Share Unit (RSU) is the economic equivalent of one share of common stock. The RSUs vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 16:27 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Disposition to issuerRestricted Share Units · Derivative | 0.7553 | $102.99 Strike: $0.00 | $77.79 |
DisclosureSEC source: 0001140361-24-006272 · form4.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,978.2607 Underlying: Common Stock · 0.7553 shares Expires not disclosed F1 · shares: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2 · derivative.exercise_date: RSUs were granted February 6, 2023, vesting one year after grant date. F2 · derivative.expiration_date: RSUs were granted February 6, 2023, vesting one year after grant date. F1 · derivative.underlying_shares: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 16:27 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Exercise / conversionRestricted Share Units · Derivative | 1,810 | $102.99 Strike: $0.00 | $186,411.90 |
DisclosureSEC source: 0001140361-24-006272 · form4.xml · derivative · entry 2 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,979.016 Underlying: Common Stock · 1,810 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 · shares: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2 · derivative.exercise_date: RSUs were granted February 6, 2023, vesting one year after grant date. F2 · derivative.expiration_date: RSUs were granted February 6, 2023, vesting one year after grant date. F1 · derivative.underlying_shares: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 16:27 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Exercise / conversionCommon Stock | 1,810 | $102.99 | $186,411.90 |
DisclosureSEC source: 0001140361-24-006272 · form4.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,482 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 · shares: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2023, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 19:50 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 16.2732 | $102.12 | $1,661.82 |
DisclosureSEC source: 0001140361-24-003373 · form4.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,789.016 Underlying: Common Stock · 16.2732 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Eash RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Eash RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Eash RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:45 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Unit · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000164 · wk-form4_1702421094.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 1 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 (earlier of May 18, 2024 and the date of the next annual meeting of MTRN's shareholders). F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:45 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 13.391 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000164 · wk-form4_1702421094.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,892.155 Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 16:42 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 4,953 | $25.24 | $125,013.72 |
DisclosureSEC source: 0001606757-23-000081 · wk-form4_1701276145.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,953 F1 · kind: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 20:30 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 16.0021 | $103.77 | $1,660.54 |
DisclosureSEC source: 0001140361-23-048708 · form4.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,772.7428 Underlying: Common Stock · 16.0021 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 22:30 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Unit · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000131 · wf-form4_169447142636302.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150 Underlying: Common Stock · 1 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 |
| September 07, 2023 Filed Sep 11, 2023 22:30 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 14.755 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000131 · wf-form4_169447142636302.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,878.764 Read SEC document |
| July 19, 2023 Filed Jul 20, 2023 21:56 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 16.5672 | $100.15 | $1,659.21 |
DisclosureSEC source: 0001140361-23-035472 · form4.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,756.7407 Underlying: Common Stock · 16.5672 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 23:01 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Unit · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000105 · wf-form4_168738845966176.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,149 Underlying: Common Stock · 1 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 23:01 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 13.971 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000105 · wf-form4_168738845966176.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,864.009 Read SEC document |
| May 18, 2023 Filed May 31, 2023 15:34 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Unit · Derivative | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000091 · wf-form4_168554725950032.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,148 Underlying: Common Stock · 1,148 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 generally vest on the earlier of (1) the first anniversary of the grant date and (2) the date of the next annual meeting of MTRN's shareholders that follows the grant date. F2 · derivative.expiration_date: The restricted stock units generally vest on the earlier of (1) the first anniversary of the grant date and (2) the date of the next annual meeting of MTRN's shareholders that follows the grant date. Read SEC document |
| May 05, 2023 Filed May 9, 2023 23:43 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionRestricted Stock Units · Derivative | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000070 · wf-form4_168367580703369.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,398 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 shares were issued pursuant to the vesting of a restricted stock unit award made on May 5, 2022 that vested on May 5, 2023. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 05, 2023 Filed May 9, 2023 23:43 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionCommon Stock | 1,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104657-23-000070 · wf-form4_168367580703369.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,851 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 |
| April 18, 2023 Filed Apr 19, 2023 19:17 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 17.2315 | $96.21 | $1,657.84 |
DisclosureSEC source: 0001140361-23-019101 · form4.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,740.1735 Underlying: Common Stock · 17.2315 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 23:25 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000037 · wf-form4_167883632901765.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,398 Underlying: Common Stock · 2 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 | GrantCommon Stock | 13.483 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000037 · wf-form4_167883632901765.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,850.038 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 18:40 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 1,805 | $99.74 | $180,030.70 |
DisclosureSEC source: 0001567619-23-002046 · doc1.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,722.942 Underlying: Common Stock · 1,805 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Unit (RSU) is the economic equivalent of one share of common stock. The RSUs vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.exercise_date: Each Restricted Share Unit (RSU) is the economic equivalent of one share of common stock. The RSUs vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F1 · derivative.expiration_date: Each Restricted Share Unit (RSU) is the economic equivalent of one share of common stock. The RSUs vest one year after the grant date and become issuable as common stock upon vesting or at such later time as the reporting person may have designated in advance. F2 · balance_after: Includes a -1.7475 share correction from 1/24/2023 report. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 17:45 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 17.9496 | $93.33 | $1,675.24 |
DisclosureSEC source: 0001567619-23-001191 · doc1.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,919.6895 Underlying: Common Stock · 17.9496 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 18:47 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Disposition to issuerRestricted Share Units · Derivative | 0.6988 | $87.00 Strike: $0.00 | $60.80 |
DisclosureSEC source: 0001567619-23-000420 · doc1.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,901.7399 Underlying: Common Stock · 0.6988 shares Expires not disclosed F1 · shares: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2 · derivative.exercise_date: RSUs were granted January 3, 2022, vesting one year after grant date. F2 · derivative.expiration_date: RSUs were granted January 3, 2022, vesting one year after grant date. F1 · derivative.underlying_shares: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 18:47 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Exercise / conversionRestricted Share Units · Derivative | 2,038 | $87.00 Strike: $0.00 | $177,306.00 |
DisclosureSEC source: 0001567619-23-000420 · doc1.xml · derivative · entry 2 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,902.4387 Underlying: Common Stock · 2,038 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 · shares: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F2 · derivative.exercise_date: RSUs were granted January 3, 2022, vesting one year after grant date. F2 · derivative.expiration_date: RSUs were granted January 3, 2022, vesting one year after grant date. F1 · derivative.underlying_shares: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 18:47 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | Exercise / conversionCommon Stock | 2,038 | $87.00 | $177,306.00 |
DisclosureSEC source: 0001567619-23-000420 · doc1.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,672 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 · shares: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. F1 · price: Represents vesting of restricted share units (RSUs) acquired during 2022, conversion of whole number of vested RSUs into the same number of underlying whole shares of common stock, and disposition of remaining fractional RSUs to the issuer in exchange for cash at rate per share equal to NYSE closing price on vesting date. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 21:52 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000162 · wf-form4_167088193176169.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,396 Underlying: Common Stock · 2 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 (May 5, 2023). F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 21:52 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 17.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000162 · wf-form4_167088193176169.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,836.555 Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 19:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantPhantom Stock units · Derivative | 9,120 | $23.30 | $212,496.00 |
DisclosureSEC source: 0001606757-22-000072 · wf-form4_166914568199311.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,924 Underlying: Common Stock · 9,120 shares Expires not disclosed F1 · security: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship. F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship. F1 · derivative.exercise_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship. F1 · derivative.expiration_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 17:55 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 224 | $83.46 | $18,695.04 |
DisclosureSEC source: 0001104657-22-000146 · wf-form4_166723889615412.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,819.155 Read SEC document |
| October 18, 2022 Filed Oct 19, 2022 20:04 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 21.289 | $78.61 | $1,673.53 |
DisclosureSEC source: 0001567619-22-018611 · doc1.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,940.4387 Underlying: Common Stock · 21.289 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| September 08, 2022 Filed Sep 12, 2022 21:21 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000141 · wf-form4_166301766195226.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,394 Underlying: Common Stock · 2 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 |
| September 08, 2022 Filed Sep 12, 2022 21:21 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 17.801 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000141 · wf-form4_166301766195226.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,595.155 Read SEC document |
| July 19, 2022 Filed Jul 20, 2022 16:58 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 23.6508 | $70.68 | $1,671.64 |
DisclosureSEC source: 0001567619-22-014225 · doc1.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,919.1497 Underlying: Common Stock · 23.6508 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 12:25 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 262 | $71.39 | $18,704.18 |
DisclosureSEC source: 0001104657-22-000110 · wf-form4_165754234704322.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,577.354 Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 14:20 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000104 · wf-form4_165582119897926.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,392 Underlying: Common Stock · 2 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 16, 2022 Filed Jun 21, 2022 14:20 UTC | MATERION Corp MTRN · Entity 1312 | GrantCommon Stock | 19.123 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000104 · wf-form4_165582119897926.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,315.354 Read SEC document |
| May 05, 2022 Filed May 6, 2022 20:36 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000079 · wf-form4_165186935798688.xml · derivative · entry 4 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390 Underlying: Common Stock · 1,390 shares Expires not disclosed F1 · 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 generally vest on the earlier of (1) the first anniversary of the grant date and (2) the date of the next annual meeting of MTRN's shareholders that follows the grant date. F3 · derivative.expiration_date: The restricted stock units generally vest on the earlier of (1) the first anniversary of the grant date and (2) the date of the next annual meeting of MTRN's shareholders that follows the grant date. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:36 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionRestricted Stock Unit · Derivative | 1,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-22-000079 · wf-form4_165186935798688.xml · derivative · entry 3 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,246 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 shares were issued pursuant to the vesting of a restricted stock unit award made in May 2021 that vested on May 4, 2022. F2 · derivative.expiration_date: These shares were issued pursuant to the vesting of a restricted stock unit award made in May 2021 that vested on May 4, 2022. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:36 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionCommon Stock | 1,246 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104657-22-000079 · wf-form4_165186935798688.xml · nonDerivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Directors Deferred Compensation Plan Disclosed balance after: 11,296.231 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 |
| April 19, 2022 Filed Apr 21, 2022 19:25 UTC | ESCO TECHNOLOGIES INC ESE · Entity 3711 | GrantRestricted Share Units · Derivative | 25.324 | $65.93 | $1,669.61 |
DisclosureSEC source: 0001567619-22-008783 · doc1.xml · derivative · entry 1 PHILLIPPY ROBERT J · CIK 0001213190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,895.4989 Underlying: Common Stock · 25.324 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.exercise_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. F1 · derivative.expiration_date: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the director on the record date. Each RSU is the economic equivalent of one share of common stock. A portion of the RSU representing dividends on unvested shares become payable in Common Stock and/or cash when the underlying shares vest or concurrently with the distribution of the underlying shares if the director has so designated. The remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the director may have designated. 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.