Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COHERENT CORP.COHR · Entity 1179 | EVP of Aerospace & Defense | July 16, 2025 | July 18, 2025 |
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.
COHERENT CORP.
Report date July 16, 2025 · Filed July 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,082 |
Reported balance
After 2025-07-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-16 · Sale · Disposed 500 · Balance 50,082 F1: The sale transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2024. F2: Represents the weighted average of multiple sale transactions ranging in price from $94.21 to $95.00. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company. F3: Includes 370 shares acquired in non-reportable transactions through Coherent Corp.'s employee stock purchase plan. |
| Common StockSEC Table I · non-derivative | Direct | 47,482 |
Reported balance
After 2025-07-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-07-16 · Sale · Disposed 2,600 · Balance 47,482 F1: The sale transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2024. F4: Represents the weighted average of multiple sale transactions ranging in price from $95.44 to $96.38. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company. |
| Common StockSEC Table I · non-derivative | Direct | 46,320 |
Reported balance
After 2025-07-16 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-07-16 · Sale · Disposed 1,162 · Balance 46,320 F1: The sale transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2024. F5: Represents the weighted average of multiple sale transactions ranging in price from $96.45 to $97.43. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company. |
| Common StockSEC Table I · non-derivative | Direct | 45,124 |
Reported balance
After 2025-07-16 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-07-16 · Sale · Disposed 1,196 · Balance 45,124 F1: The sale transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2024. F6: Represents the weighted average of multiple sale transactions ranging in price from $97.51 to $98.01. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company. |
| Common StockSEC Table I · non-derivative | Direct | 42,024 |
Reported balance
After 2025-07-17 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-07-17 · Sale · Disposed 3,100 · Balance 42,024 F1: The sale transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 15 |
Reported balance
Holding disclosure · report date 2025-07-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 15 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 15 |
Reported balance
Holding disclosure · report date 2025-07-16 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 15 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2024.
F2: Represents the weighted average of multiple sale transactions ranging in price from $94.21 to $95.00. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company.
F3: Includes 370 shares acquired in non-reportable transactions through Coherent Corp.'s employee stock purchase plan.
F4: Represents the weighted average of multiple sale transactions ranging in price from $95.44 to $96.38. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company.
F5: Represents the weighted average of multiple sale transactions ranging in price from $96.45 to $97.43. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company.
F6: Represents the weighted average of multiple sale transactions ranging in price from $97.51 to $98.01. The reporting person agrees to provide full information regarding the number of shares sold at each separate price upon request by the SEC Staff, the Company or a security holder of the Company.
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 |
|---|---|---|---|---|---|---|
| August 18, 2019 Filed Aug 20, 2019 22:04 UTC | COHERENT CORP. IIVI · Entity 1179 | Tax withholdingCommon Stock | 64 | $38.26 | $2,448.64 |
DisclosureSEC source: 0001562180-19-004418 · primarydocument.xml · nonDerivative · entry 1 Koeppen Christopher · CIK 0001781635 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,939 F1 · shares: These shares were withheld by the Company to discharge withholding tax obligations of the reporting person and do not constitute an actual sale or other open market transaction. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 16:11 UTC | COHERENT CORP. IIVI · Entity 1179 | Exercise / conversionOption (Right to Buy) · Derivative | 500 | $0.00 Strike: $25.91 | $0.00 |
DisclosureSEC source: 0001562180-19-004265 · primarydocument.xml · derivative · entry 5 Koeppen Christopher · CIK 0001781635 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 500 shares Expires 2021-07-01 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. F2 · derivative.exercise_date: The options fully vested on July 1, 2016. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 16:11 UTC | COHERENT CORP. IIVI · Entity 1179 | SaleCommon Stock | 500 | $37.16 | $18,580.00 |
DisclosureSEC source: 0001562180-19-004265 · primarydocument.xml · nonDerivative · entry 2 Koeppen Christopher · CIK 0001781635 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,003 F1 · kind: The sale transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2019. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 16:11 UTC | COHERENT CORP. IIVI · Entity 1179 | Exercise / conversionCommon Stock | 500 | $25.91 | $12,955.00 |
DisclosureSEC source: 0001562180-19-004265 · primarydocument.xml · nonDerivative · entry 1 Koeppen Christopher · CIK 0001781635 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503 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.