Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KENNAMETAL INCKMT · Entity 1346 | Director · President and CEO | December 01, 2023 | December 05, 2023 |
| TEREX CORPTEX · Entity 3718 | Director | May 15, 2025 | May 19, 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.
KENNAMETAL INC
Report date December 01, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 334,506.857 |
Last balance in matching sequence
After 2023-12-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-12-01 · Exercise / conversion · Acquired 31,456 · Balance 348,815.857 F1: Includes 3,417.156 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing. Row 2 · 2023-12-01 · Tax withholding · Disposed 14,309 · Balance 334,506.857 F1: Includes 3,417.156 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-12-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-01 · Exercise / conversion · Disposed 31,456 · Balance 0 F2: 1 for 1. F3: Restricted stock units are subject to time-based vesting and are disbursed in full on the third anniversary of the grant date (December 1, 2023), subject to continued employment with the company. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,417.156 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing.
F2: 1 for 1.
F3: Restricted stock units are subject to time-based vesting and are disbursed in full on the third anniversary of the grant date (December 1, 2023), subject to continued employment with the company.
TEREX CORP
Report date May 15, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par valueSEC Table I · non-derivative | Direct | 29,456 |
Reported balance
After 2025-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 5,745 · Balance 29,456 F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2: Ownership includes shares received as a dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer.
F2: 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 |
|---|---|---|---|---|---|---|
| May 15, 2025 Filed May 19, 2025 13:11 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 5,745 | $46.99 | $269,957.55 |
DisclosureSEC source: 0000097216-25-000112 · wk-form4_1747660274.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,456 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 24, 2024 Filed May 29, 2024 16:14 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 3,945 | $60.83 | $239,974.35 |
DisclosureSEC source: 0000097216-24-000115 · wk-form4_1716999290.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,374 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 17:40 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 31,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000004 · primary_doc.xml · derivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,456 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. F2 · derivative.exercise_price: 1 for 1. F3 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in full on the third anniversary of the grant date (December 1, 2023), subject to continued employment with the company. F3 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in full on the third anniversary of the grant date (December 1, 2023), subject to continued employment with the company. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 17:40 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 14,309 | $24.15 | $345,562.35 |
DisclosureSEC source: 0001332652-23-000004 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334,506.857 F1 · balance_after: Includes 3,417.156 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 17:40 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 31,456 | $24.15 | $759,662.40 |
DisclosureSEC source: 0001332652-23-000004 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,815.857 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 · balance_after: Includes 3,417.156 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 14:53 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 69,257 | $25.99 | $1,799,989.43 |
DisclosureSEC source: 0001332652-23-000003 · primary_doc.xml · derivative · entry 6 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,257 Underlying: Common Stock · 69,257 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 14:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 23,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000003 · primary_doc.xml · derivative · entry 5 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,688 Underlying: Common Stock · 23,344 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. F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 14:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 14,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000003 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,888 Underlying: Common Stock · 14,887 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. F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 14:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 21,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000003 · primary_doc.xml · derivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,789 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. F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company F2 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date, subject to continued employment with the company Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 14:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 53,782 | $25.99 | $1,397,794.18 |
DisclosureSEC source: 0001332652-23-000003 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,942.701 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 14:53 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 60,020 | $25.99 | $1,559,919.80 |
DisclosureSEC source: 0001332652-23-000003 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,724.701 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 |
| July 24, 2023 Filed Jul 27, 2023 00:22 UTC Amendment | KENNAMETAL INC KMT · Entity 1346 | GrantCommon Stock | 10,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000002 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,704.701 F1 · shares: On July 26, 2023, the reporting person filed a Form 4 that inadvertently reported the earning of 100,001 performance stock units on July 24, 2023, with respect to the third tranche of the Performance Unit Award granted to the reporting person on August 15, 2020, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2020 Performance Unit Award"). The correct amount earned as reported in this amendment is 10,001 performance stock units. F2 · balance_after: This amount is inclusive of all transactions reported on the initial Form 4. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 21:56 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantCommon Stock | 29,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000001 · primary_doc.xml · nonDerivative · entry 3 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,704.701 F3 · shares: Represents 29,176 performance stock units deemed to have been earned by the Committee on July 24, 2023, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 15, 2022 (the "2022 Performance Unit Award"), under the Kennametal Inc. 2020 Stock and Incentive Plan. On July 24, 2023, the Committee approved adjusted ROIC payout multiple at 125% for the first tranche of the 2022 Performance Unit Award. Vesting and actual distribution of these shares remain subject to the reporting person's continued employment with the Company through August 15, 2025 F4 · balance_after: Includes 4,893.872 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 21:56 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantCommon Stock | 18,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000001 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,528.701 F2 · shares: Represents 18,607 performance stock units deemed to have been earned by the Committee on July 24, 2023, with respect to the second tranche of the Performance Unit Award granted to the reporting person on August 15, 2021 (the "2021 Performance Unit Award"), under the Kennametal Inc. 2020 Stock and Incentive Plan. On July 24, 2023, the Committee approved adjusted ROIC payout multiple at 125% for the second tranche of the 2021 Performance Unit Award. Vesting and actual distribution of these shares remain subject to the reporting person's continued employment with the Company through August 15, 2024 F4 · balance_after: Includes 4,893.872 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 21:56 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantCommon Stock | 100,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001332652-23-000001 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,921.701 F1 · shares: Represents 10,001 performance stock units deemed to have been earned by the Compensation and Human Capital Committee ("the Committee") on July 24, 2023, with respect to the third tranche of the Performance Unit Award granted to the reporting person on August 15, 2020, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2020 Performance Unit Award".) On July 24, 2023, the Committee approved adjusted ROIC payout multiple at 125% for the third tranche of the 2020 Performance Unit Award, with the award adjusted by an 80% TSR modifier. Vesting and actual distribution of these shares remain subject to the reporting person's continued employment with the Company through August 15, 2023 F4 · balance_after: Includes 4,893.872 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing Read SEC document |
| May 19, 2023 Filed May 23, 2023 13:05 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 4,958 | $48.41 | $240,016.78 |
DisclosureSEC source: 0000097216-23-000151 · wf-form4_168484710530689.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,213 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 70,032 | $27.27 | $1,909,772.64 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · derivative · entry 7 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,032 Underlying: Common Stock · 70,032 shares Expires not disclosed F3 · derivative.exercise_price: 1 - for - 1 F4 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 14,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · derivative · entry 6 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,775 Underlying: Common Stock · 14,887 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: 1 - for - 1 F4 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 21,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · derivative · entry 5 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,789 Underlying: Common Stock · 21,788 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: 1 - for - 1 F4 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 17,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,973 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: 1 - for - 1 F4 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 40,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · nonDerivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,026.829 F1 · shares: Represents 40,525 performance stock units (PSUs) deemed to have been earned by the Compensation and Human Capital Committee of the Board of Directors on July 25, 2022 with respect to the 2020 and 2021 Performance Unit Awards granted to the reporting person on August 15, 2022 as follows: 24,076 PSUs granted under the Kennametal Inc. Stock and Incentive Plan of 2016 for the second tranche of the 2020 Performance Unit Award; and 16,449 PSUs granted under the Kennametal Inc. 2020 Stock and Incentive Plan for the fist tranche of the 2021 Performance Unit Award. F2 · balance_after: Includes 34,861 performance unit shares not yet distributed. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 22,157 | $27.27 | $604,221.39 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,501.829 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:42 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 54,648 | $27.27 | $1,490,250.96 |
DisclosureSEC source: 0001723211-22-000030 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,658.829 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 |
| July 25, 2022 Filed Jul 27, 2022 19:22 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 16,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000013 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,010.829 F2 · shares: Represents 16,449 performance stock units deemed to have been earned by the Compensation and Human Capital Committee ("the Committee") on July 25, 2022, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 15, 2021 (the "2021 Performance Unit Award"), under the Kennametal Inc. 2020 Stock and Incentive Plan. On July 25, 2022, the Committee approved adjusted ROIC payout multiple at 110.5% for the first tranche of the 2021 Performance Unit Award; vesting and actual distribution of these shares remain subject to the reporting person's continued employment with the Company through August 15, 2024. F3 · balance_after: Includes 3,235.099 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing. F4 · balance_after: Includes 34,861 performance stock units not yet distributed. Read SEC document |
| July 25, 2022 Filed Jul 27, 2022 19:22 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 24,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-22-000013 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,010.829 F1 · shares: Represents 24,076 performance stock units deemed to have been earned by the Compensation and Human Capital Committee ("the Committee") on July 25, 2022, with respect to the second tranche of the Performance Unit Award granted to the reporting person on August 15, 2020, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2020 Performance Unit Award".) On July 25, 2022, the Committee approved adjusted ROIC payout multiple at 110.5% for the second tranche of the 2020 Performance Unit Award; vesting and actual distribution of these shares remain subject to determination of a TSR multiplier and the reporting person's continued employment with the Company through August 15, 2023. Read SEC document |
| May 20, 2022 Filed May 24, 2022 17:19 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 7,747 | $30.98 | $240,002.06 |
DisclosureSEC source: 0000097216-22-000117 · wf-form4_165341274655607.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,048 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:19 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 21,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000041 · primary_doc.xml · derivative · entry 5 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,577 Underlying: Common Stock · 21,788 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: 1 - for - 1 F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:19 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 17,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000041 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,973 Underlying: Common Stock · 17.973 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: 1 - for - 1 F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:19 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 18,083 | $36.72 | $664,007.76 |
DisclosureSEC source: 0001723211-21-000041 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,914.73 Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 18:19 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 39,761 | $36.72 | $1,460,023.92 |
DisclosureSEC source: 0001723211-21-000041 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,997.73 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 |
| August 15, 2021 Filed Aug 17, 2021 18:19 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 44,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000041 · primary_doc.xml · derivative · entry 6 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,662 Underlying: Common Stock · 44,662 shares Expires not disclosed F3 · derivative.exercise_price: 1 - for - 1 F4 · derivative.exercise_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 18:19 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 34,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000041 · primary_doc.xml · nonDerivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,775.73 F1 · shares: Represents 34,861 shares deemed to have been earned by the Compensation Committee of the Board of Directors on July 26, 2021, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 15, 2021 under the Kennametal 2020 Stock and Incentive Plan (the "2020 Performance Unit Award".) The vesting and payout of these shares remains subject to the reporting person's continued employment with the Company through August 15, 2023. F2 · balance_after: Includes 34,861 shares of Performance Unit shares not yet distributed. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 11,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000032 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,036 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: 1 - for - 1 F4 · derivative.expiration_date: Restricted stock units are subject to time-based vesting and are distributed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 18,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000032 · primary_doc.xml · nonDerivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,236.73 F2 · shares: Represents 18,623 performance unit shares previously reported on Form 4 as deemed earned shares under Kennametal's 2018 Performance Unit Award that have met the performance requirements for distribution as common shares. Previously reported performance unit shares are subject to a relative TSR multiplier, calculated on July 26, 2021 as 80%, approved by the Compensation Committee of Kennametal's Board of Directors, and applied upon vesting. Distributed performance unit shares are separately reported on Form 4 as acquired common stock. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 9,561 | $36.25 | $346,586.25 |
DisclosureSEC source: 0001723211-21-000032 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,859.73 Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 25,935 | $36.25 | $940,143.75 |
DisclosureSEC source: 0001723211-21-000032 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,420.73 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: Includes 14,899 performance unit shares vested and distributed as common stock under Kennametal's 2018 Performance Unit Award. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 19:23 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 34,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000020 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,485.73 F2 · shares: Represents 34,861 shares deemed to have been earned by the Compensation Committee on July 26, 2021, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 15, 2020, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2020 Performance Unit Award".) The vesting and actual payout of these shares remain subject to the reporting person's continued employment with the Company through August 15, 2023. F3 · balance_after: Includes 2,145.636 shares acquired through Kennametal Inc.'s dividend reinvestment plan, meeting the requirements of Rule 16a-11 of the Securities and Exchange Act of 1934 as amended, since the reporting person's last Form 4 filing. F4 · balance_after: Includes 18,623 shares of Performance Unit shares not yet distributed. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 19:23 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 14,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-21-000020 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,485.73 F1 · shares: Represents 18,623 performance unit shares previously reported on Form 4 as deemed earned by the Compensation Committee of the Board of Directors of Kennametal Inc. (the Compensation Committee), under Kennametal's 2018 Performance Unit awards that have met the performance requirements for distribution as common shares. Previously reported deemed earned performance unit shares for 2018 Performance Unit awards are subject to a relative TSR multiplier, calculated as 80%, and approved by the Compensation Committee on July 26, 2021. The vesting and actual payout of the shares remains subject to the reporting person's continued employment with the Company through August 1, 2021. Read SEC document |
| May 07, 2021 Filed May 11, 2021 13:47 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 4,133 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000201 · wf-form4_162074085907153.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,227 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 21:54 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, $.01 par value | 2,089 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000012 · wf-form4_161178443024790.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,089 F1 · shares: Represents prorata payment of annual director retainer. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 18:11 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 31,456 | $34.97 | $1,100,016.32 |
DisclosureSEC source: 0001723211-20-000065 · primary_doc.xml · derivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,456 Underlying: Common Stock · 31,456 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: The Restricted Stock Units are subject to time-based vesting and are disbursed in full on the third anniversary of the grant date (December 1, 2023), subject to continued employment with the company. F2 · derivative.expiration_date: The Restricted Stock Units are subject to time-based vesting and are disbursed in full on the third anniversary of the grant date (December 1, 2023), subject to continued employment with the company. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:15 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 65,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000038 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,365 Underlying: Common Stock · 65,365 shares Expires not disclosed F2 · derivative.exercise_price: 1 - for - 1 F3 · derivative.exercise_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. F3 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:15 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 17,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000038 · primary_doc.xml · derivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,946 Underlying: Common Stock · 17,972 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. F2 · derivative.exercise_price: 1 - for - 1 F3 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments commencing on the first anniversary date of the grant date. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:15 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 8,173 | $30.98 | $253,199.54 |
DisclosureSEC source: 0001723211-20-000038 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,340.094 F1 · balance_after: Includes 18,623 shares of Performance Unit shares not yet distributed. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 18:15 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 17,972 | $30.98 | $556,772.56 |
DisclosureSEC source: 0001723211-20-000038 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,513.094 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 · balance_after: Includes 18,623 shares of Performance Unit shares not yet distributed. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 18:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 11,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000025 · primary_doc.xml · derivative · entry 5 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,036 Underlying: Common Stock · 11,036 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: 1 - for - 1 F4 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 18:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000025 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,600 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: 1 - for - 1 F4 · derivative.expiration_date: Restricted Stock Units are subject to time-based vesting and are disbursed in three equal annual installments, commencing on the first anniversary date of the grant date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 18:47 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 63,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000025 · primary_doc.xml · nonDerivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,541.094 F1 · shares: Represents 63,270 performance unit shares previously reported on Form 4 as deemed earned (35,150 shares) and granted (28,120 shares) under Kennametal's 2017 Performance Unit Awards that have met the performance requirements for distribution as common shares. Previously reported deemed earned shares are subject to a relative TSR multiplier, calculated on July 31, 2020 at 80%, and applied upon vesting. Distribution of the performance unit shares are separately reported on Form 4 as acquired common stock. F2 · balance_after: Includes 18,623 performance unit shares not yet distributed. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 18:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 17,956 | $26.96 | $484,093.76 |
DisclosureSEC source: 0001723211-20-000025 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,811.094 Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 18:47 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 48,756 | $26.96 | $1,314,461.76 |
DisclosureSEC source: 0001723211-20-000025 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,767.094 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.