organization · Reporting owner
CD&R XII Keystone Holdings, L.P.
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | 10% owner | February 03, 2026 | February 12, 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.
COLUMBUS MCKINNON CORP
Report date February 03, 2026 · Filed February 12, 2026
Jointly reported with CD&R Investment Associates XII, Ltd., CD&R Associates XII, L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Cumulative Convertible Participating PreferredSEC Table II · derivative / convertible security · Conversion / exercise price $37.68 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-02-03 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F3: CD&R XII Keystone Holdings, L.P. ("CD&R Stockholder") directly owns 800,000 Series A Preferred Shares, which are convertible into common shares at an initial conversion price per share of $37.68, which is subject to customary anti-dilution adjustments, including in the event of any stock split, stock dividend, recapitalization or similar event. F1: The Series A Cumulative Convertible Participating Preferred Stock ("Series A Preferred Shares") of Columbus McKinnon Corporation (the "Issuer") is convertible at any time at the option of the holder and has no expiration date. F2: The Issuer may, at its option, require conversion of all (but not less than all) of the outstanding Series A Preferred Shares to shares of the Issuer's common stock ("common shares") at any time the closing price of the common shares exceeds 200% of the then-effective conversion price for at least 20 out of 30 consecutive trading days. The Series A Preferred Shares accrue dividends at a rate of 7.0% per annum, payable in cash or in-kind by adding the dividend to the base amount of the Series A Preferred Stock. Upon the occurrence of certain triggering events (including the Issuer's failure to comply with its obligations to effect the conversion of Preferred Shares), the dividend rate shall become 10.0% per annum for so long as such triggering event remains in effect. Holders of Series A Preferred Shares are also entitled to receive certain dividends declared or paid on the common shares on as as-converted basis. F4: CD&R Investment Associates XII, Ltd. ("CD&R Holdings GP") is the general partner of CD&R Stockholder and may be deemed to beneficially own the reported securities. CD&R Associates XII, L.P. ("CD&R Associates") is the general partner of CD&R Holdings GP and may be deemed to beneficially own the reported securities. Investment and voting decisions with respect to the reported securities are made by majority vote of an investment committee (the "Investment Committee") of limited partners of CD&R Associates. Each of CD&R Holdings GP and CD&R Associates, as well as each member of the Investment Committee, expressly disclaims beneficial ownership of the reported securities, except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series A Cumulative Convertible Participating Preferred Stock ("Series A Preferred Shares") of Columbus McKinnon Corporation (the "Issuer") is convertible at any time at the option of the holder and has no expiration date.
F2: The Issuer may, at its option, require conversion of all (but not less than all) of the outstanding Series A Preferred Shares to shares of the Issuer's common stock ("common shares") at any time the closing price of the common shares exceeds 200% of the then-effective conversion price for at least 20 out of 30 consecutive trading days. The Series A Preferred Shares accrue dividends at a rate of 7.0% per annum, payable in cash or in-kind by adding the dividend to the base amount of the Series A Preferred Stock. Upon the occurrence of certain triggering events (including the Issuer's failure to comply with its obligations to effect the conversion of Preferred Shares), the dividend rate shall become 10.0% per annum for so long as such triggering event remains in effect. Holders of Series A Preferred Shares are also entitled to receive certain dividends declared or paid on the common shares on as as-converted basis.
F3: CD&R XII Keystone Holdings, L.P. ("CD&R Stockholder") directly owns 800,000 Series A Preferred Shares, which are convertible into common shares at an initial conversion price per share of $37.68, which is subject to customary anti-dilution adjustments, including in the event of any stock split, stock dividend, recapitalization or similar event.
F4: CD&R Investment Associates XII, Ltd. ("CD&R Holdings GP") is the general partner of CD&R Stockholder and may be deemed to beneficially own the reported securities. CD&R Associates XII, L.P. ("CD&R Associates") is the general partner of CD&R Holdings GP and may be deemed to beneficially own the reported securities. Investment and voting decisions with respect to the reported securities are made by majority vote of an investment committee (the "Investment Committee") of limited partners of CD&R Associates. Each of CD&R Holdings GP and CD&R Associates, as well as each member of the Investment Committee, expressly disclaims beneficial ownership of the reported securities, except to the extent of its pecuniary interest therein.
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.”
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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.