Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AZZ INCAZZ · Entity 4043 | President-Metal Coatings | April 25, 2026 | April 29, 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.
AZZ INC
Report date April 25, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 6,440 |
Ending reported balance
After 2026-04-28 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-04-25 · Exercise / conversion · Acquired 324 · Balance 3,676 Row 2 · 2026-04-25 · Exercise / conversion · Acquired 4 · Balance 3,680 F1: Reflects the vesting of dividend equivalent rights that accrued on 324 restricted stock units (RSUs) granted on 4/25/2024, which AZZ has settled in shares of AZZ common stock. Row 3 · 2026-04-25 · Tax withholding · Disposed 120 · Balance 3,560 F2: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Row 4 · 2026-04-28 · Exercise / conversion · Acquired 637 · Balance 4,197 Row 5 · 2026-04-28 · Exercise / conversion · Acquired 16 · Balance 4,213 F3: Reflects the vesting of dividend equivalent rights that accrued on 637 restricted stock units (RSUs) granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock. Row 6 · 2026-04-28 · Tax withholding · Disposed 210 · Balance 4,003 F2: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Row 7 · 2026-04-28 · Exercise / conversion · Acquired 3,512 · Balance 7,515 Row 8 · 2026-04-28 · Exercise / conversion · Acquired 89 · Balance 7,604 F4: Represents the vesting of dividend equivalent rights that accrued on the target performance share units (PSUs) of 1,909 granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock. Row 9 · 2026-04-28 · Tax withholding · Disposed 1,164 · Balance 6,440 F2: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 324 |
Reported balance
After 2026-04-25 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-04-25 · Exercise / conversion · Disposed 324 · Balance 324 F5: Each RSU represents a contingent right to receive one share of AZZ common stock. F6: The RSUs were granted on 4/25/2024 under AZZs 2023 Long-Term Incentive Plan and vest ratably over a 3-year period beginning on 4/25/2025. F7: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-04-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-04-28 · Exercise / conversion · Disposed 637 · Balance 0 F5: Each RSU represents a contingent right to receive one share of AZZ common stock. F8: The RSUs were granted on 4/28/2023 under AZZs 2014 Long-Term Incentive Plan and vested ratably over a 3-year period which began on 4/28/2024. F7: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,010 |
Reported balance
After 2026-04-27 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-04-27 · Grant · Acquired 1,010 · Balance 1,010 F5: Each RSU represents a contingent right to receive one share of AZZ common stock. F12: The RSUs granted on 4/27/2026 under AZZs 2023 Long-Term Incentive Plan as part of the Issuers annual equity award process were awarded and will vest ratably over a 3-year period beginning on 4/27/2027. F7: Once vested, the shares of common stock are not subject to expiration. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-04-28 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-04-28 · Exercise / conversion · Disposed 3,512 · Balance 0 F9: Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle. F10: Represents the number of shares acquired by the reporting person upon the vesting of PSUs granted on 4/28/2023. This number represents 1,909 target PSUs and 1,603 additional PSUs earned based on the achievement of 184% of pre-established performance metric during the performance cycle. F11: The PSUs granted on 4/28/2023 were awarded under AZZs 2014 Long Term Incentive Plan as part of the Issuers annual equity award process and had a 3-year performance cycle (3/1/2023 to 2/28/2026). F7: Once vested, the shares of common stock are not subject to expiration. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 1,009 |
Reported balance
After 2026-04-27 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-04-27 · Grant · Acquired 1,009 · Balance 1,009 F9: Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle. F13: The PSUs granted on 4/27/2026 were awarded under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned by the Reporting Person at the end of the 3-year performance cycle, which runs from March 1, 2026 to February 28, 2029. The FY2027 PSU performance metrics are AZZ's Total Shareholder Return relative to its executive compensation peer group and Return on Invested Capital. The maximum payout for the FY2027 PSUs shall not to exceed 200% of the target award. F7: Once vested, the shares of common stock are not subject to expiration. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of dividend equivalent rights that accrued on 324 restricted stock units (RSUs) granted on 4/25/2024, which AZZ has settled in shares of AZZ common stock.
F2: The reporting person disposed of shares of common stock to satisfy tax withholding obligations.
F3: Reflects the vesting of dividend equivalent rights that accrued on 637 restricted stock units (RSUs) granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock.
F4: Represents the vesting of dividend equivalent rights that accrued on the target performance share units (PSUs) of 1,909 granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock.
F5: Each RSU represents a contingent right to receive one share of AZZ common stock.
F6: The RSUs were granted on 4/25/2024 under AZZs 2023 Long-Term Incentive Plan and vest ratably over a 3-year period beginning on 4/25/2025.
F7: Once vested, the shares of common stock are not subject to expiration.
F8: The RSUs were granted on 4/28/2023 under AZZs 2014 Long-Term Incentive Plan and vested ratably over a 3-year period which began on 4/28/2024.
F9: Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle.
F10: Represents the number of shares acquired by the reporting person upon the vesting of PSUs granted on 4/28/2023. This number represents 1,909 target PSUs and 1,603 additional PSUs earned based on the achievement of 184% of pre-established performance metric during the performance cycle.
F11: The PSUs granted on 4/28/2023 were awarded under AZZs 2014 Long Term Incentive Plan as part of the Issuers annual equity award process and had a 3-year performance cycle (3/1/2023 to 2/28/2026).
F12: The RSUs granted on 4/27/2026 under AZZs 2023 Long-Term Incentive Plan as part of the Issuers annual equity award process were awarded and will vest ratably over a 3-year period beginning on 4/27/2027.
F13: The PSUs granted on 4/27/2026 were awarded under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned by the Reporting Person at the end of the 3-year performance cycle, which runs from March 1, 2026 to February 28, 2029. The FY2027 PSU performance metrics are AZZ's Total Shareholder Return relative to its executive compensation peer group and Return on Invested Capital. The maximum payout for the FY2027 PSUs shall not to exceed 200% of the target award.
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionPerformance Share Units · Derivative | 3,512 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · derivative · entry 12 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,512 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle. F10 · shares: Represents the number of shares acquired by the reporting person upon the vesting of PSUs granted on 4/28/2023. This number represents 1,909 target PSUs and 1,603 additional PSUs earned based on the achievement of 184% of pre-established performance metric during the performance cycle. F11 · derivative.exercise_date: The PSUs granted on 4/28/2023 were awarded under AZZs 2014 Long Term Incentive Plan as part of the Issuers annual equity award process and had a 3-year performance cycle (3/1/2023 to 2/28/2026). F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionRestricted Stock Units · Derivative | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · derivative · entry 11 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 637 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock. F8 · derivative.exercise_date: The RSUs were granted on 4/28/2023 under AZZs 2014 Long-Term Incentive Plan and vested ratably over a 3-year period which began on 4/28/2024. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 1,164 | $141.58 | $164,799.12 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 9 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,440 F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 8 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,604 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 · shares: Represents the vesting of dividend equivalent rights that accrued on the target performance share units (PSUs) of 1,909 granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 3,512 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 7 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,515 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 210 | $141.58 | $29,731.80 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 6 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,003 F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 5 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,213 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 · shares: Reflects the vesting of dividend equivalent rights that accrued on 637 restricted stock units (RSUs) granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 4 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,197 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | GrantPerformance Share Units · Derivative | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · derivative · entry 14 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,009 Underlying: COMMON STOCK · 1,009 shares Expires not disclosed F9 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle. F13 · derivative.exercise_date: The PSUs granted on 4/27/2026 were awarded under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned by the Reporting Person at the end of the 3-year performance cycle, which runs from March 1, 2026 to February 28, 2029. The FY2027 PSU performance metrics are AZZ's Total Shareholder Return relative to its executive compensation peer group and Return on Invested Capital. The maximum payout for the FY2027 PSUs shall not to exceed 200% of the target award. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | GrantRestricted Stock Units · Derivative | 1,010 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · derivative · entry 13 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,010 Underlying: COMMON STOCK · 1,010 shares Expires not disclosed F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock. F12 · derivative.exercise_date: The RSUs granted on 4/27/2026 under AZZs 2023 Long-Term Incentive Plan as part of the Issuers annual equity award process were awarded and will vest ratably over a 3-year period beginning on 4/27/2027. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 25, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionRestricted Stock Units · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · derivative · entry 10 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324 Underlying: COMMON STOCK · 324 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock. F6 · derivative.exercise_date: The RSUs were granted on 4/25/2024 under AZZs 2023 Long-Term Incentive Plan and vest ratably over a 3-year period beginning on 4/25/2025. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 25, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 120 | $144.78 | $17,373.60 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 3 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,560 F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Read SEC document |
| April 25, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 2 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,680 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 · shares: Reflects the vesting of dividend equivalent rights that accrued on 324 restricted stock units (RSUs) granted on 4/25/2024, which AZZ has settled in shares of AZZ common stock. Read SEC document |
| April 25, 2026 Filed Apr 29, 2026 21:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000105 · wk-form4_1777496553.xml · nonDerivative · entry 1 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,676 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 21:08 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionRestricted Stock Units · Derivative | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000078 · wk-form4_1777324083.xml · derivative · entry 4 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 702 Underlying: COMMON STOCK · 351 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock. F4 · derivative.exercise_date: The RSUs were granted on 4/24/2025 under the Companys 2023 Long-Term Incentive Plan and vest ratably over a 3-year period beginning on 4/24/2026. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 21:08 UTC | AZZ INC AZZ · Entity 4043 | Tax withholdingCOMMON STOCK | 132 | $143.33 | $18,919.56 |
DisclosureSEC source: 0000008947-26-000078 · wk-form4_1777324083.xml · nonDerivative · entry 3 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,352 F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 21:08 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000078 · wk-form4_1777324083.xml · nonDerivative · entry 2 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,484 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 · shares: Reflects the vesting of dividend equivalent rights that accrued on 351 restricted stock units (RSUs) granted on 4/24/2025, which AZZ has settled in shares of AZZ common stock. Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 21:08 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0000008947-26-000078 · wk-form4_1777324083.xml · nonDerivative · entry 1 Bella Todd Michael · CIK 0002112627 · President-Metal Coatings 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,482 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.