Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEREX CORPTEX · Entity 3718 | President - Aerials | May 04, 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.
TEREX CORP
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $ .01 par valueSEC Table I · non-derivative | Direct | 48,706 |
Reported balance
After 2026-05-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-04 · Sale · Disposed 5,874 · Balance 48,706 F1: Total includes previously reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes previously reported restricted stock units.
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 04, 2026 Filed May 6, 2026 13:29 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, $ .01 par value | 5,874 | $61.53 | $361,427.22 |
DisclosureSEC source: 0000097216-26-000084 · wk-form4_1778074144.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,706 F1 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 14:11 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 9 | $58.73 | $528.57 |
DisclosureSEC source: 0002005208-26-000006 · wk-form4_1774361506.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,580 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock. F2 · balance_after: Total includes previously reported restricted stock units. F3 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:48 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 5,744 | $0.00 | $0.00 |
DisclosureSEC source: 0002005208-26-000004 · wk-form4_1773784116.xml · nonDerivative · entry 4 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,520 F5 · shares: The shares represent 5,744 restricted stock units ("RSUs") issued by Issuer pursuant to one of its long-term incentive plans. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest in the first quarter of 2029 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2026 - December 31, 2028. The number of RSUs in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:48 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 5,744 | $0.00 | $0.00 |
DisclosureSEC source: 0002005208-26-000004 · wk-form4_1773784116.xml · nonDerivative · entry 3 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,776 F4 · shares: The shares represent 5,744 restricted stock units ("RSUs") issued by Issuer pursuant to one of its long-term incentive plans. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest in the first quarter of 2029 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2026, 2027 and 2028. The number of RSUs in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:48 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 6,186 | $0.00 | $0.00 |
DisclosureSEC source: 0002005208-26-000004 · wk-form4_1773784116.xml · nonDerivative · entry 2 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,032 F3 · shares: The shares represent 6,186 restricted stock units ("RSUs") issued by Issuer pursuant to one of its long-term incentive plans. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest as follows: 1/3 on March 15, 2027; 1/3 on March 15, 2028; and 1/3 on March 15, 2029, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:48 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 1,891 | $59.41 | $112,344.31 |
DisclosureSEC source: 0002005208-26-000004 · wk-form4_1773784116.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,846 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:03 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0002005208-26-000002 · wk-form4_1772571832.xml · nonDerivative · entry 2 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,737 F4 · shares: Performance shares awarded pursuant to the terms of performance based awards granted in 2025 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2025. F2 · balance_after: Total includes previously reported restricted stock units. F3 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:03 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, $ .01 par value | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0002005208-26-000002 · wk-form4_1772571832.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,722 F1 · shares: Reflects shares of restricted stock forfeited by Mr. Gross pursuant to the terms of performance awards granted in 2023, 2024 and 2025. F2 · balance_after: Total includes previously reported restricted stock units. F3 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 05, 2025 Filed May 6, 2025 19:40 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, $ .01 par value | 5,389 | $40.75 | $219,601.75 |
DisclosureSEC source: 0000097216-25-000101 · wk-form4_1746560401.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,755 F1 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:45 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 10 | $39.64 | $396.40 |
DisclosureSEC source: 0000097216-25-000070 · wk-form4_1742849126.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,144 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Total includes previously reported restricted stock units. F3 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:44 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 1,729 | $40.31 | $69,695.99 |
DisclosureSEC source: 0000097216-25-000047 · wk-form4_1742330680.xml · nonDerivative · entry 4 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,096 F5 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Total includes reported restricted stock units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:44 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 8,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-25-000047 · wk-form4_1742330680.xml · nonDerivative · entry 3 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,825 F4 · shares: The shares represent 8466 restricted stock units ("RSUs") issued by Issuer pursuant to one of its long-term incentive plans. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest in the first quarter of 2028 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2025 - December 31, 2027. The number of RSUs in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. F2 · balance_after: Total includes reported restricted stock units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:44 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 8,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-25-000047 · wk-form4_1742330680.xml · nonDerivative · entry 2 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,359 F3 · shares: The shares represent 8,466 restricted stock units ("RSUs") issued by Issuer pursuant to one of its long-term incentive plans. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest in the first quarter of 2028 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2025, 2026 and 2027. The number of RSUs in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. F2 · balance_after: Total includes reported restricted stock units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:44 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 9,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-25-000047 · wk-form4_1742330680.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,893 F1 · shares: The shares represent 9,117 restricted stock units ("RSUs") issued by Issuer pursuant to one of its long-term incentive plans. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest as follows: 1/3 on March 15, 2026; 1/3 on March 15, 2027; and 1/3 on March 15, 2028, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. F2 · balance_after: Total includes reported restricted stock units. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 18:12 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, $ .01 par value | 1,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-25-000029 · wk-form4_1741025522.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Aerials 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,776 F1 · shares: Reflects shares of restricted stock forfeited by Mr. Gross pursuant to the terms of performance awards granted in 2022, 2023 and 2024. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 19:55 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 4 | $58.84 | $235.36 |
DisclosureSEC source: 0000097216-24-000063 · wk-form4_1711050927.xml · nonDerivative · entry 2 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,453 F3 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 19:55 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, $ .01 par value | 4,945 | $59.13 | $292,397.85 |
DisclosureSEC source: 0000097216-24-000063 · wk-form4_1711050927.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,457 F1 · shares: Represents average sales price. Shares sold at various prices ranging from $59.10 to $59.16. Mr. Gross will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 17:45 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 446 | $59.07 | $26,345.22 |
DisclosureSEC source: 0000097216-24-000057 · wk-form4_1710870347.xml · nonDerivative · entry 5 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,371 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:45 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 4,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000057 · wk-form4_1710870347.xml · nonDerivative · entry 4 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,817 F4 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on March 15, 2025; 1/3 on March 15, 2026 and 1/3 on March 15, 2027. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:45 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 4,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000057 · wk-form4_1710870347.xml · nonDerivative · entry 3 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,492 F3 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2027 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2024, 2025 and 2026. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted ROIC. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:45 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 4,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000057 · wk-form4_1710870347.xml · nonDerivative · entry 2 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,476 F2 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award scheduled to vest in the first quarter of 2027 if the Company achieves a targeted percentile rank against a peer group of companies for three year annualized total shareholder return ("TSR") for the period January 1, 2024 - December 31, 2026. The number of shares in this grant are subject to adjustment, up or down, based upon attainment above or below the targeted percentile rank. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:45 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 353 | $58.35 | $20,597.55 |
DisclosureSEC source: 0000097216-24-000057 · wk-form4_1710870347.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,460 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:59 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $ .01 par value | 915 | $56.69 | $51,871.35 |
DisclosureSEC source: 0000097216-24-000045 · wk-form4_1709747939.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,813 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock awards. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 20:52 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $ .01 par value | 1,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-24-000026 · wk-form4_1708980745.xml · nonDerivative · entry 1 Gross Joshua · CIK 0002005208 · President - Genie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,728 F1 · shares: Performance shares awarded pursuant to the terms of performance based awards granted in 2021, 2022 and 2023 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2023. 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.