Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEREX CORPTEX · Entity 3718 | Senior V.P. Human Resources | March 20, 2026 | March 24, 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 March 20, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par valueSEC Table I · non-derivative | Direct | 106,104 |
Reported balance
After 2026-03-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-20 · Tax withholding · Disposed 14 · Balance 106,104 F1: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock. F2: Total includes previously reported restricted stock units. F3: Ownership includes shares received as a dividend. |
| Common Stock, $.01 par valueSEC Table I · non-derivative | Indirect401(k) plan | 14 |
Reported balance
Holding disclosure · report date 2026-03-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of previously granted restricted stock.
F2: Total includes previously reported restricted stock units.
F3: Ownership includes shares received as a dividend.
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 |
|---|---|---|---|---|---|---|
| July 08, 2020 Filed Jul 9, 2020 21:20 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 182 | $17.69 | $3,219.58 |
DisclosureSEC source: 0000097216-20-000202 · wf-form4_159432962260972.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,462 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 21:20 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 13 | $17.44 | $226.72 |
DisclosureSEC source: 0000097216-20-000202 · wf-form4_159432962260972.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,280 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| July 08, 2020 Filed Dec 10, 2020 16:57 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 182 | $17.69 | $3,219.58 |
DisclosureSEC source: 0000097216-20-000300 · wf-form4a_160761942273505.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,462 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| July 08, 2020 Filed Dec 10, 2020 16:57 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 13 | $17.44 | $226.72 |
DisclosureSEC source: 0000097216-20-000300 · wf-form4a_160761942273505.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,280 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 23:19 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 223 | $18.05 | $4,025.15 |
DisclosureSEC source: 0000097216-20-000190 · wf-form4_159131273264656.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,267 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 23:19 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 13 | $17.82 | $231.66 |
DisclosureSEC source: 0000097216-20-000190 · wf-form4_159131273264656.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,044 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| June 03, 2020 Filed Dec 10, 2020 16:56 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 223 | $18.05 | $4,025.15 |
DisclosureSEC source: 0000097216-20-000299 · wf-form4a_160761940312599.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,267 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| June 03, 2020 Filed Dec 10, 2020 16:56 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 13 | $17.82 | $231.66 |
DisclosureSEC source: 0000097216-20-000299 · wf-form4a_160761940312599.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,044 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| May 07, 2020 Filed May 8, 2020 20:39 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 319 | $13.68 | $4,363.92 |
DisclosureSEC source: 0000097216-20-000169 · wf-form4_158897036102584.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,031 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| May 07, 2020 Filed May 8, 2020 20:39 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 17 | $13.64 | $231.88 |
DisclosureSEC source: 0000097216-20-000169 · wf-form4_158897036102584.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,712 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| May 07, 2020 Filed Dec 10, 2020 16:56 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 319 | $13.68 | $4,363.92 |
DisclosureSEC source: 0000097216-20-000298 · wf-form4a_160761938464419.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,031 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| May 07, 2020 Filed Dec 10, 2020 16:56 UTC Amendment | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 17 | $13.64 | $231.88 |
DisclosureSEC source: 0000097216-20-000298 · wf-form4a_160761938464419.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,712 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 15:27 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 2,941 | $14.95 | $43,967.95 |
DisclosureSEC source: 0000097216-20-000146 · wf-form4_158653244644778.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,695 F3 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 15:27 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 15 | $14.99 | $224.85 |
DisclosureSEC source: 0000097216-20-000146 · wf-form4_158653244644778.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,754 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 18:30 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 9 | $13.10 | $117.90 |
DisclosureSEC source: 0000097216-20-000131 · wf-form4_158507462568979.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,675 F1 · shares: Shares are being withheld for payment of the tax liability associated with the scheduled vesting of a previously granted restricted stock award. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 14:58 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 435 | $16.32 | $7,099.20 |
DisclosureSEC source: 0000097216-20-000109 · wf-form4_158437071707378.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,282 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 09, 2020 Filed Mar 10, 2020 20:22 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 517 | $18.85 | $9,745.45 |
DisclosureSEC source: 0000097216-20-000092 · wf-form4_158387173907801.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,717 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 06, 2020 Filed Mar 9, 2020 20:32 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 12 | $19.07 | $228.84 |
DisclosureSEC source: 0000097216-20-000083 · wf-form4_158378590282401.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,234 F2 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 20:32 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 265 | $18.97 | $5,027.05 |
DisclosureSEC source: 0000097216-20-000083 · wf-form4_158378590282401.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,222 F1 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 20:55 UTC | TEREX CORP TEX · Entity 3718 | Tax withholdingCommon Stock, $.01 par value | 2,496 | $22.01 | $54,936.96 |
DisclosureSEC source: 0000097216-20-000072 · wf-form4_158326891934644.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,957 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 27, 2020 Filed Feb 28, 2020 20:12 UTC | TEREX CORP TEX · Entity 3718 | Disposition to issuerCommon Stock, $.01 par value | 3,431 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-20-000057 · wf-form4_158292075992144.xml · nonDerivative · entry 4 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,453 F4 · shares: Reflects shares of restricted stock forfeited by Ms. George pursuant to the terms of performance awards granted in 2017, 2018 and 2019. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 20:12 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 7,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-20-000057 · wf-form4_158292075992144.xml · nonDerivative · entry 3 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,884 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 2023 if the Company achieves a targeted return on invested capital ("ROIC") in each of 2020, 2021 and 2022. 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 |
| February 26, 2020 Filed Feb 28, 2020 20:12 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 7,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-20-000057 · wf-form4_158292075992144.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,697 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 2023 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, 2020 - December 31, 2022. 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 |
| February 26, 2020 Filed Feb 28, 2020 20:12 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 7,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-20-000057 · wf-form4_158292075992144.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,510 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans with the award vesting as follows: 1/3 on February 26, 2021; 1/3 on February 26, 2022 and 1/3 on February 26, 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 15:59 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 204 | $24.64 | $5,026.56 |
DisclosureSEC source: 0000097216-20-000033 · wf-form4_158230076815441.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,770 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 15:59 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 14 | $24.79 | $347.06 |
DisclosureSEC source: 0000097216-20-000033 · wf-form4_158230076815441.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,566 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 19:02 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 172 | $27.87 | $4,793.64 |
DisclosureSEC source: 0000097216-20-000012 · wf-form4_157911492028158.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,552 F3 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 19:02 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 8 | $28.25 | $226.00 |
DisclosureSEC source: 0000097216-20-000012 · wf-form4_157911492028158.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,380 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:53 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 157 | $30.03 | $4,714.71 |
DisclosureSEC source: 0000097216-19-000250 · wf-form4_157652600219043.xml · nonDerivative · entry 2 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,188 F2 · shares: Represents shares purchased through payroll deductions through the Company's Deferred Compensation Plan. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:53 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, $.01 par value | 8 | $30.04 | $240.32 |
DisclosureSEC source: 0000097216-19-000250 · wf-form4_157652600219043.xml · nonDerivative · entry 1 GEORGE AMY · CIK 0001795629 · Senior V.P. Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,031 F1 · shares: Represents shares purchased through payroll deductions through the Company's Employee Stock Purchase Plan. 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.