Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATERION CorpMTRN · Entity 1312 | Chief Accounting Officer | June 15, 2023 | June 21, 2023 |
| Metallus Inc.MTUS · Entity 5137 | EVP, Chief Financial Officer | June 16, 2026 | June 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MATERION Corp
Report date June 15, 2023 · Filed June 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,230 |
Reported balance
After 2023-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 5 · Balance 5,230 F1: Each restricted stock unit represents a right to receive one share of MTRN common stock. F2: 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: 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 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.
Metallus Inc.
Report date June 16, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 45,862 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Tax withholding · Disposed 5,198 · Balance 45,862 |
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 |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 17, 2026 23:00 UTC | Metallus Inc. MTUS · Entity 5137 | Tax withholdingCommon Shares | 5,198 | $20.00 | $103,960.00 |
DisclosureSEC source: 0001193125-26-274516 · ownership.xml · nonDerivative · entry 1 Zaranec John M · CIK 0001964242 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,862 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 02:00 UTC | Metallus Inc. MTUS · Entity 5137 | GrantCommon Shares | 16,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-086287 · ownership.xml · nonDerivative · entry 1 Zaranec John M · CIK 0001964242 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,060 F1 · shares: The reported transaction is an award of restricted stock units which will vest in full on March 2, 2029, subject to the terms of the grant agreement. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 21:00 UTC | Metallus Inc. MTUS · Entity 5137 | GrantCommon Shares | 34,960 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-087481 · ownership.xml · nonDerivative · entry 1 Zaranec John M · CIK 0001964242 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,960 F1 · shares: The reported transaction is an award of restricted stock units which will vest in three approximately equal annual installments beginning June 16, 2026. Read SEC document |
| June 15, 2023 Filed Jun 21, 2023 22:50 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000096 · wf-form4_168738781818439.xml · derivative · entry 1 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,230 Underlying: Common Stock · 5 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 23:26 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000040 · wf-form4_167883637460913.xml · derivative · entry 1 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,225 Underlying: Common Stock · 4 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 01, 2023 Filed Mar 3, 2023 21:50 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000030 · wf-form4_167788019455518.xml · derivative · entry 1 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,221 Underlying: Common Stock · 1,151 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 three equal annual installments beginning March 1, 2024. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionRestricted Stock Units · Derivative | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000026 · wf-form4_167786592762716.xml · derivative · entry 3 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 Underlying: Common Stock · 348 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of MTRN common stock. F2 · derivative.exercise_date: The restricted stock units granted on 03/01/2022 vest in three equal annual installments. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | MATERION Corp MTRN · Entity 1312 | Tax withholdingCommon Stock | 119 | $113.28 | $13,480.32 |
DisclosureSEC source: 0001104657-23-000026 · wf-form4_167786592762716.xml · nonDerivative · entry 2 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | MATERION Corp MTRN · Entity 1312 | Exercise / conversionCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001104657-23-000026 · wf-form4_167786592762716.xml · nonDerivative · entry 1 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348 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 |
| December 08, 2022 Filed Feb 3, 2023 21:41 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 7 | $84.59 | $592.13 |
DisclosureSEC source: 0001104657-23-000004 · wf-form4_167546045768452.xml · derivative · entry 3 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,418 Underlying: Common Stock · 7 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 RSUs to which they relate. F2 · derivative.expiration_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the RSUs to which they relate. Read SEC document |
| September 08, 2022 Filed Feb 3, 2023 21:41 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 7 | $82.19 | $575.33 |
DisclosureSEC source: 0001104657-23-000004 · wf-form4_167546045768452.xml · derivative · entry 2 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,411 Underlying: Common Stock · 7 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 RSUs to which they relate. F2 · derivative.expiration_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the RSUs to which they relate. Read SEC document |
| June 16, 2022 Filed Feb 3, 2023 21:41 UTC | MATERION Corp MTRN · Entity 1312 | GrantRestricted Stock Units · Derivative | 7 | $70.33 | $492.31 |
DisclosureSEC source: 0001104657-23-000004 · wf-form4_167546045768452.xml · derivative · entry 1 Zaranec John M · CIK 0001964242 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,404 Underlying: Common Stock · 7 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 RSUs to which they relate. F2 · derivative.expiration_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the RSUs to which they relate. 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.