Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Director | September 11, 2026 | September 15, 2026 |
| Schneider National, Inc.SNDR · Entity 3807 | Director | April 30, 2026 | May 04, 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.
APOGEE ENTERPRISES, INC.
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,530 |
Reported balance
After 2026-09-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-11 · Grant · Acquired 2,530 · Balance 2,530 F1: Shares vest over a three-year vesting period with 1/3 of the shares vesting on 9/11/2027, 9/11/2028 and 9/11/2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares vest over a three-year vesting period with 1/3 of the shares vesting on 9/11/2027, 9/11/2028 and 9/11/2029.
Schneider National, Inc.
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 25,620 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 5,468 · Balance 25,620 F1: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARNES GROUP INC
Report date January 27, 2025 · Filed January 27, 2025
Section 16 reporting ended · disclosed 2025-01-27. 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 |
Ending reported balance
After 2025-01-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-01-27 · Disposition to issuer · Disposed 38,937.87 · Balance 25,032 F1: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Row 2 · 2025-01-27 · Disposition to issuer · Disposed 25,032 · Balance 0 F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration").
F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share.
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 11, 2026 Filed Sep 15, 2026 19:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001859511-26-000007 · wk-form4_1789502363.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,530 F1 · balance_after: Shares vest over a three-year vesting period with 1/3 of the shares vesting on 9/11/2027, 9/11/2028 and 9/11/2029. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:14 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 5,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001859511-26-000002 · primarydocument.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,620 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| April 29, 2025 Filed May 1, 2025 21:00 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 7,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003444 · primarydocument.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,152 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 13:06 UTC | BARNES GROUP INC B · Entity 83822 | Disposition to issuerCommon Stock | 25,032 | $47.50 | $1,189,020.00 |
DisclosureSEC source: 0000009984-25-000019 · wk-form4_1738001160.xml · nonDerivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. F2 · price: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 13:06 UTC | BARNES GROUP INC B · Entity 83822 | Disposition to issuerCommon Stock | 38,937.87 | $47.50 | $1,849,548.83 |
DisclosureSEC source: 0000009984-25-000019 · wk-form4_1738001160.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,032 F1 · shares: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). F1 · price: Represents shares of Barnes Group Inc. ("Barnes") common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionEmployee Stock Option-Right to Buy · Derivative | 14,600 | $0.00 Strike: $34.67 | $0.00 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · derivative · entry 9 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,600 shares Expires 2034-02-08 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. F4 · derivative.exercise_date: The options vested 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 2/10/2022, 2/9/2023, and 2/8/2024 grant date, respectively. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionEmployee Stock Option-Right to Buy · Derivative | 10,600 | $0.00 Strike: $44.94 | $0.00 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · derivative · entry 8 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,600 shares Expires 2033-02-09 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. F4 · derivative.exercise_date: The options vested 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 2/10/2022, 2/9/2023, and 2/8/2024 grant date, respectively. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionEmployee Stock Option-Right to Buy · Derivative | 10,300 | $0.00 Strike: $45.25 | $0.00 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · derivative · entry 7 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,300 shares Expires 2032-02-10 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. F4 · derivative.exercise_date: The options vested 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 2/10/2022, 2/9/2023, and 2/8/2024 grant date, respectively. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionCommon Stock | 12,524 | $47.17 | $590,757.08 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · nonDerivative · entry 6 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,969.87 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. F3 · acquired: Reflects shares withheld to satisfy exercise prices and income tax and remittance obligations of the reporting person in connection with the exercise described above. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionCommon Stock | 14,600 | $34.67 | $506,182.00 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · nonDerivative · entry 5 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,493.87 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 · acquired: Reflects the exercise of stock options granted on 2/10/2022, 2/9/2023 and 2/8/2024, respectively, that otherwise would have been canceled in exchange for the merger consideration less the applicable exercise price for each underlying share upon the closing of the transactions contemplated the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC and Goat Merger Sub, Inc. (the Merger Agreement), for the purpose of mitigating potential adverse tax consequences under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended, in connection with the consummation of the transactions contemplated by the Merger Agreement. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionCommon Stock | 10,332 | $47.17 | $487,360.44 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · nonDerivative · entry 4 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,893.87 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. F3 · acquired: Reflects shares withheld to satisfy exercise prices and income tax and remittance obligations of the reporting person in connection with the exercise described above. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionCommon Stock | 10,600 | $44.94 | $476,364.00 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · nonDerivative · entry 3 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,225.87 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 · acquired: Reflects the exercise of stock options granted on 2/10/2022, 2/9/2023 and 2/8/2024, respectively, that otherwise would have been canceled in exchange for the merger consideration less the applicable exercise price for each underlying share upon the closing of the transactions contemplated the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC and Goat Merger Sub, Inc. (the Merger Agreement), for the purpose of mitigating potential adverse tax consequences under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended, in connection with the consummation of the transactions contemplated by the Merger Agreement. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionCommon Stock | 10,076 | $47.17 | $475,284.92 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · nonDerivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,625.87 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. F3 · acquired: Reflects shares withheld to satisfy exercise prices and income tax and remittance obligations of the reporting person in connection with the exercise described above. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Exercise / conversionCommon Stock | 10,300 | $45.25 | $466,075.00 |
DisclosureSEC source: 0000009984-24-000162 · wk-form4_1734645604.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,701.87 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 · acquired: Reflects the exercise of stock options granted on 2/10/2022, 2/9/2023 and 2/8/2024, respectively, that otherwise would have been canceled in exchange for the merger consideration less the applicable exercise price for each underlying share upon the closing of the transactions contemplated the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC and Goat Merger Sub, Inc. (the Merger Agreement), for the purpose of mitigating potential adverse tax consequences under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended, in connection with the consummation of the transactions contemplated by the Merger Agreement. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 10,140 | $47.11 | $477,695.40 |
DisclosureSEC source: 0000009984-24-000152 · wk-form4_1734559242.xml · nonDerivative · entry 6 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,401.87 F3 · acquired: Reflects shares withheld to satisfy income tax and remittance obligations of the reporting person in connection with the acceleration described above. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 21,879 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000152 · wk-form4_1734559242.xml · nonDerivative · entry 5 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,541.87 F1 · acquired: Reflects the accelerated vesting of Performance Share Awards that were scheduled to vest on February 10, 2025, February 9, 2026, and February 8, 2027, respectively, and that otherwise would have vested upon the closing of the transactions contemplated by the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC and Goat Merger Sub, Inc. (the Merger Agreement), for the purpose of mitigating potential adverse tax consequences under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended, in connection with the consummation of the transactions contemplated by the Merger Agreement. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 4,311 | $47.11 | $203,091.21 |
DisclosureSEC source: 0000009984-24-000152 · wk-form4_1734559242.xml · nonDerivative · entry 4 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,662.87 F3 · acquired: Reflects shares withheld to satisfy income tax and remittance obligations of the reporting person in connection with the acceleration described above. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 9,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000152 · wk-form4_1734559242.xml · nonDerivative · entry 3 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,973.87 F1 · acquired: Reflects the accelerated vesting of Performance Share Awards that were scheduled to vest on February 10, 2025, February 9, 2026, and February 8, 2027, respectively, and that otherwise would have vested upon the closing of the transactions contemplated by the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC and Goat Merger Sub, Inc. (the Merger Agreement), for the purpose of mitigating potential adverse tax consequences under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended, in connection with the consummation of the transactions contemplated by the Merger Agreement. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 3,940 | $47.11 | $185,613.40 |
DisclosureSEC source: 0000009984-24-000152 · wk-form4_1734559242.xml · nonDerivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,673.87 F3 · acquired: Reflects shares withheld to satisfy income tax and remittance obligations of the reporting person in connection with the acceleration described above. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 17:00 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000152 · wk-form4_1734559242.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,613.87 F1 · acquired: Reflects the accelerated vesting of Performance Share Awards that were scheduled to vest on February 10, 2025, February 9, 2026, and February 8, 2027, respectively, and that otherwise would have vested upon the closing of the transactions contemplated by the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes Group Inc., Goat Holdco, LLC and Goat Merger Sub, Inc. (the Merger Agreement), for the purpose of mitigating potential adverse tax consequences under Sections 280G and 4999 of the Internal Revenue Code of 1986, as amended, in connection with the consummation of the transactions contemplated by the Merger Agreement. F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| November 03, 2024 Filed Nov 5, 2024 16:04 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 480 | $46.75 | $22,440.00 |
DisclosureSEC source: 0000009984-24-000140 · wk-form4_1730840659.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,113.87 F1 · shares: Shares withheld by the company to satisfy tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes balances of 1,699 Restricted Stock Units ("RSUs") granted 2/10/2022, 11,700 RSUs granted 2/9/2023, and 3,733 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Also includes 36.30 shares acquired under a dividend reinvestment plan on September 10, 2024. Read SEC document |
| August 10, 2024 Filed Aug 13, 2024 15:19 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 669 | $37.74 | $25,248.06 |
DisclosureSEC source: 0000009984-24-000116 · wk-form4_1723576783.xml · nonDerivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,557.57 F1 · shares: Shares withheld by the company to satisfy tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F3 · balance_after: Includes balances of 1,219 Restricted Stock Units ("RSUs") granted 5/3/2021, 1,699 RSUs granted 2/10/2022, 3,733 RSUs granted 2/9/2023, 11,700 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/08/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 15:19 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 735 | $37.74 | $27,738.90 |
DisclosureSEC source: 0000009984-24-000116 · wk-form4_1723576783.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,226.57 F1 · shares: Shares withheld by the company to satisfy tax withholding requirements on vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes balances of 1,219 Restricted Stock Units ("RSUs") granted 5/3/2021, 3,399 RSUs granted 2/10/2022, 3,733 RSUs granted 2/9/2023, 11,700 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/08/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 16:22 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 658 | $42.29 | $27,826.82 |
DisclosureSEC source: 0000009984-24-000089 · wk-form4_1721679715.xml · nonDerivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,961.57 F2 · balance_after: Includes balances of 1,219 Restricted Stock Units ("RSUs") granted 5/3/2021, 3,399 RSUs granted 2/10/2022, 11,700 RSUs granted 2/9/2023, 5,600 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 16:22 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 1,828 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000089 · wk-form4_1721679715.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,619.57 F1 · shares: Reporting Person has acquired an aggregate of 1,828 shares pursuant to Performance Share Award granted 5/3/2021. F2 · balance_after: Includes balances of 1,219 Restricted Stock Units ("RSUs") granted 5/3/2021, 3,399 RSUs granted 2/10/2022, 11,700 RSUs granted 2/9/2023, 5,600 RSUs granted 2/9/2023, and 7,900 RSUs granted 2/8/2024, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| April 29, 2024 Filed May 1, 2024 20:20 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 8,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-24-000082 · wk-form4_1714594838.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,317 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 17:19 UTC | BARNES GROUP INC B · Entity 83822 | GrantEmployee Stock Option-Right to Buy · Derivative | 14,600 | $0.00 Strike: $34.67 | $0.00 |
DisclosureSEC source: 0000009984-24-000017 · wk-form4_1707776373.xml · derivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,600 Underlying: Common Stock · 14,600 shares Expires 2034-02-08 F4 · derivative.exercise_date: The options vested 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 2/08/2024 grant date. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 17:19 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 7,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-24-000017 · wk-form4_1707776373.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,661 F1 · kind: Reporting Person has received 7,900 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes balances of 1,219 Restricted Stock Units ("RSUs") granted 5/03/2021, 3,399 RSUs granted 2/10/2022, 5,600 RSUs granted 2/09/2023, and 11,700 RSUs granted 2/09/2023, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F3 · balance_after: Includes 11.3624 shares acquired under a Dividend Reinvestment Plan that were not previously reported. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 14:13 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 480 | $22.48 | $10,790.40 |
DisclosureSEC source: 0000009984-23-000187 · wk-form4_1699384373.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,761 F1 · balance_after: Includes balances of 1,219 Restricted Stock Units ("RSUs") granted 5/03/2021, 3,399 RSUs granted 2/10/2022, 11,700 RSUs granted 2/09/2023, and 5,600 RSUs granted 2/09/2023, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 17:31 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 588 | $38.59 | $22,690.92 |
DisclosureSEC source: 0000009984-23-000156 · wf-form4_169204865392810.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,218 F1 · balance_after: Includes balances of 2,438 Restricted Stock Units ("RSUs") granted 5/3/2021, 3,399 RSUs granted 2/10/2022, 5,600 RSUs granted 2/09/2023, and 11,700 RSUs granted 2/09/2023 that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| July 17, 2023 Filed Jul 20, 2023 01:54 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 4,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-23-000142 · wk-form4_1689818043.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,305 F1 · shares: Consists of restricted stock units that vest on April 24, 2024 , subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 15:10 UTC | BARNES GROUP INC B · Entity 83822 | GrantEmployee Stock Option-Right to Buy · Derivative | 10,600 | $0.00 Strike: $44.94 | $0.00 |
DisclosureSEC source: 0000009984-23-000023 · wf-form4_167631903664771.xml · derivative · entry 3 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,600 Underlying: Common Stock · 10,600 shares Expires 2033-02-09 F4 · derivative.exercise_date: The options vest 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 2/9/2023 grant date. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 15:10 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-23-000023 · wf-form4_167631903664771.xml · nonDerivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,775 F3 · kind: Reporting Person has received 11,700 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes balances of 2,438 Restricted Stock Units ("RSUs") granted 5/3/2021 and 5,100 RSUs granted 2/10/2022, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 15:10 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-23-000023 · wf-form4_167631903664771.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,075 F1 · kind: Reporting Person has received 5,600 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes balances of 2,438 Restricted Stock Units ("RSUs") granted 5/3/2021 and 5,100 RSUs granted 2/10/2022, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 11:13 UTC | BARNES GROUP INC B · Entity 83822 | PurchaseCommon Stock | 8,100 | $37.56 | $304,265.97 |
DisclosureSEC source: 0000009984-22-000183 · wf-form4_166792399989625.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,475 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $37.40 to $37.60, inclusive. The reporting person undertakes to provide to Barnes Group Inc., any security holder of Barnes Group Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · balance_after: Includes balances of 2438 Restricted Stock Units ("RSUs") granted 5/3/2021 and 5100 RSUs granted 2/10/2022, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 14:24 UTC | BARNES GROUP INC B · Entity 83822 | Tax withholdingCommon Stock | 383 | $36.98 | $14,163.34 |
DisclosureSEC source: 0000009984-22-000175 · wf-form4_166784903397553.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,375 F1 · balance_after: Includes balances of 2438 Restricted Stock Units ("RSUs") granted 5/3/2021 and 5100 RSUs granted 2/10/2022, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 14:41 UTC | BARNES GROUP INC B · Entity 83822 | GrantEmployee Stock Option-Right to Buy · Derivative | 10,300 | $0.00 Strike: $45.25 | $0.00 |
DisclosureSEC source: 0000009984-22-000014 · wf-form4_164486766304387.xml · derivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,300 Underlying: Common Stock · 10,300 shares Expires 2032-02-10 F3 · derivative.exercise_date: The options vest 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 2/10/2022 grant date. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 14:41 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-22-000014 · wf-form4_164486766304387.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,758 F1 · kind: Reporting Person has received 5,100 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. F2 · balance_after: Includes a balance of 3658 Restricted Stock Units ("RSUs") granted 5/3/2021, that are subject to forfeiture if certain events occur, and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. Read SEC document |
| May 03, 2021 Filed May 4, 2021 12:41 UTC | BARNES GROUP INC B · Entity 83822 | GrantEmployee Stock Option-Right to Buy · Derivative | 10,314 | $0.00 Strike: $51.55 | $0.00 |
DisclosureSEC source: 0000009984-21-000091 · wf-form4_162014646813288.xml · derivative · entry 2 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,314 Underlying: Common Stock · 10,314 shares Expires 2031-05-03 F2 · derivative.exercise_date: The options vest 33.334% on the 18th month and 33.333% on the 30th and 42nd months from the 5/3/2021 grant date. Read SEC document |
| May 03, 2021 Filed May 4, 2021 12:41 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-21-000091 · wf-form4_162014646813288.xml · nonDerivative · entry 1 STREICH JULIE K · CIK 0001859511 · SVP, Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,658 F1 · kind: Reporting Person has received 3,658 Restricted Stock Units that are subject to forfeiture if certain events occur and are payable in shares of common stock on or as soon as practicable following the applicable vesting date. 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.