Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | Director | October 06, 2026 | October 08, 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.
CARPENTER TECHNOLOGY CORP
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock UnitsSEC Table II · derivative / convertible security | Direct | 41,462.51 |
Reported balance
After 2026-10-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 361 · Balance 41,462.51 F1: Converts to common stock on a 1-for-1 basis F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2: Payable upon the later of separation of service or a specified date or event. F4: Includes dividend equivalents not previously reported. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $395.71 · Expires 2036-10-06 | Direct | 193 |
Reported balance
After 2026-10-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-06 · Grant · Acquired 193 · Balance 193 F5: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to common stock on a 1-for-1 basis
F2: Payable upon the later of separation of service or a specified date or event.
F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors.
F4: Includes dividend equivalents not previously reported.
F5: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors.
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 |
|---|---|---|---|---|---|---|
| February 22, 2017 Filed Feb 24, 2017 20:02 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | SaleCommon Stock | 10,000 | $42.02 | $420,166.00 |
DisclosureSEC source: 0000017843-17-000008 · edgar.xml · nonDerivative · entry 1 KAROL STEVEN E · CIK 0001218733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Affiliates of Reporting Person Disclosed balance after: 364,553 F1 · price: The price reported is an average of the total transactions executed for the day, with the individual transactions ranging from a low of $42.00 per share to a high of $42.10 per share. Read SEC document |
| October 14, 2016 Filed Apr 4, 2017 19:55 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | OtherCommon Stock | 21,446 | $37.80 | $810,658.80 |
DisclosureSEC source: 0000017843-17-000011 · edgar.xml · nonDerivative · entry 1 KAROL STEVEN E · CIK 0001218733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Affiliates of Reporting Person Disclosed balance after: 364,553 F1 · kind: Forfeiture of shares pursuant to Escrow Agreement entered into on February 29, 2012, in connection with the merger of Latrobe Specialty Metals, Inc. ("Latrobe") into the Issuer. The shares were forfeited in satisfaction of a claim made for equity interest in Latrobe as set forth in the Merger Agreement. F2 · balance_after: Reflects forfeiture of escrow shares that were inadvertently not previously reported. The forfeiture was, however, reflected in the share balance of the reporting person's last form filed, which was based on the reporting person's records. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 23:22 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Option (right to buy) · Derivative | 3,275 | Not disclosed Strike: $39.79 | Not disclosed |
DisclosureSEC source: 0000017843-16-000099 · edgar.xml · derivative · entry 2 KAROL STEVEN E · CIK 0001218733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,275 Underlying: Common Stock · 3,275 shares Expires 2026-10-11 F5 · price: The reporting person was granted an option to purchase stock as part of his director's compensation. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 23:22 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 2,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-16-000099 · edgar.xml · derivative · entry 1 KAROL STEVEN E · CIK 0001218733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,026.75 Underlying: Common Stock · 2,640 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event F4 · balance_after: Includes dividend equivalents not previously reported. 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.