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 |
|---|---|---|---|---|---|---|
| July 27, 2020 Filed Jul 29, 2020 14:42 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 28,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-20-000014 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,011.094 F1 · shares: Represents 28,120 shares deemed to have been earned by the Compensation Committee on July 27, 2020, with respect to the third tranche of the Performance Unit Award granted to the reporting person on August 1, 2017, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2017 Performance Unit Award".) The vesting and payout of these shares remains subject to the reporting person's continued employment with the Company through August 1, 2020. F2 · balance_after: Includes a total of 81,893 shares of Performance Unit shares not yet distributed. F3 · balance_after: Includes 1,428.752 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 |
| August 15, 2019 Filed Aug 16, 2019 19:11 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 53,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000050 · primary_doc.xml · derivative · entry 1 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,918 Underlying: Common Stock · 53,918 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 01, 2019 Filed Aug 2, 2019 19:58 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 11,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000034 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,072 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. 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 of the grant date. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 19:58 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000034 · primary_doc.xml · derivative · entry 3 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,600 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. 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 of the grant date. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 19:58 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 6,289 | $33.15 | $208,480.35 |
DisclosureSEC source: 0001723211-19-000034 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,462.342 F1 · balance_after: Includes 53,773 shares of Performance Unit shares not yet distributed. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 19:58 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 20,636 | $33.15 | $684,083.40 |
DisclosureSEC source: 0001723211-19-000034 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,751.342 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 29, 2019 Filed Jul 31, 2019 20:59 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 18,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000027 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,115.342 F2 · shares: Represents 18,623 shares deemed to have been earned by the Compensation Committee on July 29, 2019, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 1, 2018, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2018 Performance Unit Award".) The vesting and actual payout of these shares remains subject to the reporting person's continued employment with the Company through August 1, 2021. F3 · balance_after: Includes a total of 53,773 shares of Performance Unit shares not yet distributed. F4 · balance_after: Includes 788.342 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 29, 2019 Filed Jul 31, 2019 20:59 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 17,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-19-000027 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,492.342 F1 · shares: Represents 17,856 shares deemed to have been earned by the Compensation Committee on July 29, 2019, with respect to the second tranche of the Performance Unit Award granted to the reporting person on August 1, 2017, under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2017 Performance Unit Award".) The vesting and actual payout of these shares remains subject to the reporting person's continued employment with the Company through August 1, 2020. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:25 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionRestricted Stock Units · Derivative | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000023 · primary_doc.xml · derivative · entry 4 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,200 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 · security: 1 - for -1 F3 · derivative.exercise_price: 1 - for -1 F4 · derivative.expiration_date: These restricted stock units are subject to time based vesting and are dispersed in three equal annual installments, commencing on the first anniversary of the grant date subject to continued employment with the company. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:25 UTC | KENNAMETAL INC KMT · Entity 1346 | OtherCommon Stock | 17,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000023 · primary_doc.xml · nonDerivative · entry 3 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,848 F1 · shares: Represents 17,294 shares deemed to have been earned by the Compensation Committee on July 31, 2018, with respect to the first tranche of the Performance Unit Award granted to the reporting person on August 1, 2017 under the Kennametal Inc. Stock and Incentive Plan of 2016 (the "2017 Performance Unit Award"). The vesting and actual payout of these shares remains subject to the reporting person's continued employment with the Company through August 1, 2020 with respect to the 2017 Performance Unit Award. F2 · balance_after: Includes 17,294 shares of Performance Unit shares not yet disbursed. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:25 UTC | KENNAMETAL INC KMT · Entity 1346 | Tax withholdingCommon Stock | 2,926 | $37.74 | $110,427.24 |
DisclosureSEC source: 0001723211-18-000023 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,554 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:25 UTC | KENNAMETAL INC KMT · Entity 1346 | Exercise / conversionCommon Stock | 9,600 | $37.74 | $362,304.00 |
DisclosureSEC source: 0001723211-18-000023 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,480 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 01, 2018 Filed Aug 3, 2018 17:18 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 33,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001723211-18-000041 · primary_doc.xml · derivative · entry 1 Rossi Christopher · CIK 0001332652 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,108 Underlying: Common Stock · 33,108 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 dispersed in three equal annual installments, commencing on the first anniversary 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 dispersed in three equal annual installments, commencing on the first anniversary of the grant date, subject to continued employment with the company. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 17:41 UTC | KENNAMETAL INC KMT · Entity 1346 | PurchaseCommon Stock | 30 | $33.42 | $1,002.60 |
DisclosureSEC source: 0001625608-17-000027 · primary_doc.xml · nonDerivative · entry 2 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,880 Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 17:41 UTC | KENNAMETAL INC KMT · Entity 1346 | PurchaseCommon Stock | 29,850 | $33.47 | $998,930.25 |
DisclosureSEC source: 0001625608-17-000027 · primary_doc.xml · nonDerivative · entry 1 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,850 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:24 UTC | KENNAMETAL INC KMT · Entity 1346 | GrantRestricted Stock Units · Derivative | 28,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001625608-17-000015 · primary_doc.xml · derivative · entry 1 Rossi Christopher · CIK 0001332652 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,800 Underlying: Common Stock · 28,800 shares Expires not disclosed F1 · derivative.exercise_price: 1 - for - 1 F2 · derivative.exercise_date: These restricted stock units are subject to time based vesting and are dispersed 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: These restricted stock units are subject to time based vesting and are dispersed 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.