person · Reporting owner
Metcalf-Kupres Kimberley
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OSHKOSH CORPOSK · Entity 3573 | Director | May 05, 2026 | May 06, 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.
OSHKOSH CORP
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,124.11 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 1,110 · Balance 20,124.11 F1: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. F2: The amount beneficially owned includes deferred shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a). |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers.
F2: The amount beneficially owned includes deferred shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHNSON CONTROLS INC
Report date September 02, 2016 · Filed September 06, 2016
Section 16 reporting ended · disclosed 2016-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 1
1 source rowRow 1 · 2016-09-02 · Disposition to issuer · Disposed 6,592.349 · Balance 0 F1: Includes 253.063 shares acquired via dividend reinvestment on July 2, October 2, 2015, January 5, April 4, July 5 and August 19, 2016 at prices ranging from $38.58 to $51.36 per share. F2: The balance includes unvested restricted stock units and dividend equivalents that were converted into an equivalent number of restricted stock units in Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") in connection with the closing of the merger between Johnson Controls, Inc. ("Johnson Controls") and JCI plc (the "merger"). F3: Each share of Johnson Controls was converted into 0.8357 ordinary shares of JCI plc and $5.7293 in cash in connection with the closing of the merger. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan Trust | 0 |
Reported balance
After 2016-09-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-09-02 · Disposition to issuer · Disposed 18,291.467 · Balance 0 F3: Each share of Johnson Controls was converted into 0.8357 ordinary shares of JCI plc and $5.7293 in cash in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.54 · Expires 2020-10-01 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-02 · Disposition to issuer · Disposed 9,500 · Balance 0 F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.54 · Expires 2021-10-07 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-02 · Disposition to issuer · Disposed 12,500 · Balance 0 F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.85 · Expires 2022-10-05 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-02 · Disposition to issuer · Disposed 16,100 · Balance 0 F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.37 · Expires 2023-11-19 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-09-02 · Disposition to issuer · Disposed 6,802 · Balance 0 F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.23 · Expires 2024-11-18 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-09-02 · Disposition to issuer · Disposed 9,395 · Balance 0 F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. F5: Fifty percent of the options vest after two years and the remaining 50% vests after three years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.86 · Expires 2025-10-07 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-09-02 · Disposition to issuer · Disposed 12,775 · Balance 0 F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. F5: Fifty percent of the options vest after two years and the remaining 50% vests after three years. |
| Phantom Stock Units - Restricted Stock PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-09-02 · Disposition to issuer · Disposed 18,813.659 · Balance 0 F6: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. F7: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements. F8: Includes 586.66 units acquired via dividend reinvestment on January 6, April 2, July 2, October 2, 2015, January 5, April 4, July 5 and August 19, 2016 at prices ranging from $38.58 to $50.16 per unit. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 253.063 shares acquired via dividend reinvestment on July 2, October 2, 2015, January 5, April 4, July 5 and August 19, 2016 at prices ranging from $38.58 to $51.36 per share.
F2: The balance includes unvested restricted stock units and dividend equivalents that were converted into an equivalent number of restricted stock units in Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") in connection with the closing of the merger between Johnson Controls, Inc. ("Johnson Controls") and JCI plc (the "merger").
F3: Each share of Johnson Controls was converted into 0.8357 ordinary shares of JCI plc and $5.7293 in cash in connection with the closing of the merger.
F4: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger.
F5: Fifty percent of the options vest after two years and the remaining 50% vests after three years.
F6: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock.
F7: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements.
F8: Includes 586.66 units acquired via dividend reinvestment on January 6, April 2, July 2, October 2, 2015, January 5, April 4, July 5 and August 19, 2016 at prices ranging from $38.58 to $50.16 per unit.
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 6, 2026 17:47 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-26-000082 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,124.11 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. F2 · balance_after: The amount beneficially owned includes deferred shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| May 06, 2025 Filed May 8, 2025 17:59 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008877 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,759.43 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. F2 · balance_after: The amount beneficially owned includes deferred shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| May 07, 2024 Filed May 9, 2024 19:51 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-009752 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,599.5 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2024 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. F2 · balance_after: The amount beneficially owned includes deferred shares acquired pursuant to dividend reinvestments in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| May 03, 2023 Filed May 5, 2023 14:59 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010277 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,925.11 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 18:57 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 43.27 | $91.54 | $3,960.94 |
DisclosureSEC source: 0001062993-23-003961 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,878.11 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 20:05 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 38.4 | $92.69 | $3,559.30 |
DisclosureSEC source: 0001062993-22-022158 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,834.84 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 16:49 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 40.36 | $87.81 | $3,544.01 |
DisclosureSEC source: 0001062993-22-018176 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,796.44 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:28 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 40.07 | $88.12 | $3,530.97 |
DisclosureSEC source: 0001062993-22-012598 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,756.08 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 20:55 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005303 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,716.01 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 17:43 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 26.19 | $115.29 | $3,019.45 |
DisclosureSEC source: 0001062993-22-004129 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,366.01 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 17:46 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 26.18 | $115.02 | $3,011.22 |
DisclosureSEC source: 0001062993-21-011007 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,339.82 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 19:59 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 22.92 | $116.82 | $2,677.51 |
DisclosureSEC source: 0001062993-21-007655 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,313.64 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 14, 2021 Filed May 18, 2021 18:29 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 19.73 | $135.36 | $2,670.65 |
DisclosureSEC source: 0001062993-21-004793 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290.72 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 21:09 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 26.86 | $99.12 | $2,662.36 |
DisclosureSEC source: 0001062993-21-001518 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,270.99 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 14:35 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-000867 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,244.13 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 20:18 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 33.65 | $78.79 | $2,651.28 |
DisclosureSEC source: 0000775158-20-000112 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,694.13 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 18:40 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 30 | $80.04 | $2,401.20 |
DisclosureSEC source: 0000775158-20-000077 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,660.48 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:11 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 39.17 | $61.01 | $2,389.76 |
DisclosureSEC source: 0000775158-20-000056 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,630.48 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 19:53 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 28.31 | $84.13 | $2,381.72 |
DisclosureSEC source: 0000775158-20-000020 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,591.31 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:34 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-20-000009 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,563 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan. Read SEC document |
| November 18, 2019 Filed Nov 19, 2019 22:54 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 26.29 | $90.28 | $2,373.46 |
DisclosureSEC source: 0000775158-19-000130 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,938 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 19:17 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 30.23 | $70.39 | $2,127.89 |
DisclosureSEC source: 0000775158-19-000089 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,911.71 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 16, 2019 Filed May 17, 2019 18:06 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 27.61 | $76.78 | $2,119.90 |
DisclosureSEC source: 0000775158-19-000061 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,881.48 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 14:44 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 26.84 | $78.76 | $2,113.92 |
DisclosureSEC source: 0000775158-19-000025 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,853.87 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:24 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-19-000016 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,827.03 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 16:42 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 24.01 | $66.09 | $1,586.82 |
DisclosureSEC source: 0000775158-18-000148 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,902.03 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 17:40 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 20.31 | $69.23 | $1,406.06 |
DisclosureSEC source: 0000775158-18-000093 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,878.02 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 14, 2018 Filed May 15, 2018 18:23 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 18.75 | $74.77 | $1,401.94 |
DisclosureSEC source: 0000775158-18-000063 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,857.71 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 20:35 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 16.23 | $86.15 | $1,398.21 |
DisclosureSEC source: 0000775158-18-000025 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,838.96 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 16:54 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-18-000017 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,822.73 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 19:03 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 11.88 | $84.60 | $1,005.05 |
DisclosureSEC source: 0000775158-17-000166 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,197.73 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 19:51 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 11.94 | $73.38 | $876.16 |
DisclosureSEC source: 0000775158-17-000095 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,185.85 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| May 12, 2017 Filed May 16, 2017 19:15 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 13.36 | $65.41 | $873.88 |
DisclosureSEC source: 0000775158-17-000057 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,173.91 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:00 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 12.74 | $68.33 | $870.52 |
DisclosureSEC source: 0000775158-17-000020 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,160.55 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:29 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000775158-17-000010 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,147.81 F1 · shares: Common Stock granted to Reporting Person pursuant to the Company's 2017 Incentive Stock and Awards Plan and deferred by Reporting Person pursuant to the Company's Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:15 UTC | OSHKOSH CORP OSK · Entity 3573 | GrantCommon Stock | 6.66 | $66.74 | $444.49 |
DisclosureSEC source: 0000775158-16-000400 · edgar.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122.81 F1 · shares: Represents stock units payable in Oshkosh Corporation common stock acquired in accordance with the dividend reinvestment feature of the Oshkosh Corporation Deferred Compensation Plan for Directors and Executive Officers. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerPhantom Stock Units - Restricted Stock Plan · Derivative | 18,813.659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 9 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,813.659 shares Expires not disclosed F6 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. F7 · derivative.exercise_date: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements. F7 · derivative.expiration_date: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements. F8 · derivative.underlying_shares: Includes 586.66 units acquired via dividend reinvestment on January 6, April 2, July 2, October 2, 2015, January 5, April 4, July 5 and August 19, 2016 at prices ranging from $38.58 to $50.16 per unit. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 12,775 | Not disclosed Strike: $43.86 | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 8 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,775 shares Expires 2025-10-07 F4 · price: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. F5 · derivative.exercise_date: Fifty percent of the options vest after two years and the remaining 50% vests after three years. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 9,395 | Not disclosed Strike: $50.23 | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 7 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,395 shares Expires 2024-11-18 F4 · price: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. F5 · derivative.exercise_date: Fifty percent of the options vest after two years and the remaining 50% vests after three years. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 6,802 | Not disclosed Strike: $48.37 | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 6 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,802 shares Expires 2023-11-19 F4 · price: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 16,100 | Not disclosed Strike: $27.85 | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 5 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,100 shares Expires 2022-10-05 F4 · price: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 12,500 | Not disclosed Strike: $28.54 | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 4 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2021-10-07 F4 · price: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 9,500 | Not disclosed Strike: $30.54 | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · derivative · entry 3 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,500 shares Expires 2020-10-01 F4 · price: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerCommon Stock | 18,291.467 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · nonDerivative · entry 2 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Trust Disclosed balance after: 0 F3 · price: Each share of Johnson Controls was converted into 0.8357 ordinary shares of JCI plc and $5.7293 in cash in connection with the closing of the merger. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:48 UTC | JOHNSON CONTROLS INC JCI · Entity 182555 | Disposition to issuerCommon Stock | 6,592.349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-061984 · form4.xml · nonDerivative · entry 1 Metcalf-Kupres Kimberley · CIK 0001577394 · VP and Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 253.063 shares acquired via dividend reinvestment on July 2, October 2, 2015, January 5, April 4, July 5 and August 19, 2016 at prices ranging from $38.58 to $51.36 per share. F2 · shares: The balance includes unvested restricted stock units and dividend equivalents that were converted into an equivalent number of restricted stock units in Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") in connection with the closing of the merger between Johnson Controls, Inc. ("Johnson Controls") and JCI plc (the "merger"). F3 · price: Each share of Johnson Controls was converted into 0.8357 ordinary shares of JCI plc and $5.7293 in cash in connection with the closing of the merger. 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.