Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Enpro Inc.NPO · Entity 3782 | Director · President and CEO | May 01, 2021 | May 04, 2021 |
| Metallus Inc.TMST · Entity 5137 | Director | December 31, 2020 | December 31, 2020 |
| WOLFSPEED, INC.WOLF · Entity 619 | Director | December 05, 2024 | December 06, 2024 |
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.
Enpro Inc.
Report date May 01, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,589 |
Ending reported balance
After 2021-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-05-01 · Exercise / conversion · Acquired 2,000 · Balance 27,555 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Row 2 · 2021-05-01 · Tax withholding · Disposed 966 · Balance 26,589 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,500 |
Reported balance
After 2021-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-05-01 · Exercise / conversion · Disposed 2,000 · Balance 5,500 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2: The restricted stock units will vest as follows: 2,000 restricted stock units will vest on 5/1/2021, 2,500 restricted stock units will vest on 5/1/2022 and 3,000 restricted stock units will vest on 5/1/2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F2: The restricted stock units will vest as follows: 2,000 restricted stock units will vest on 5/1/2021, 2,500 restricted stock units will vest on 5/1/2022 and 3,000 restricted stock units will vest on 5/1/2023.
Metallus Inc.
Report date December 31, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 2,314 |
Reported balance
After 2020-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-12-31 · Grant · Acquired 463 · Balance 2,314 F1: Each phantom share is the equivalent of one Issuer common share. F2: Phantom shares are payable in cash and/or common shares upon termination of the Reporting Person's service on the Board of Directors, as elected by the Reporting Person at the time he elected to defer compensation under the TimkenSteel Corporation Director Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share is the equivalent of one Issuer common share.
F2: Phantom shares are payable in cash and/or common shares upon termination of the Reporting Person's service on the Board of Directors, as elected by the Reporting Person at the time he elected to defer compensation under the TimkenSteel Corporation Director Deferred Compensation Plan.
WOLFSPEED, INC.
Report date December 05, 2024 · Filed December 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 32,131 |
Reported balance
After 2024-12-05 transaction · row 1
1 source rowRow 1 · 2024-12-05 · Grant · Acquired 18,834 · Balance 32,131 F1: Award of Restricted Stock Units vesting in full on December 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock Units vesting in full on December 5, 2025.
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 |
|---|---|---|---|---|---|---|
| February 18, 2018 Filed Feb 20, 2018 22:28 UTC | Enpro Inc. NPO · Entity 3782 | Exercise / conversionCommon Stock | 4,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003413 · doc4.xml · nonDerivative · entry 1 Riley Marvin · CIK 0001535349 · EVP, COO and Div Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,302 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 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:28 UTC | Enpro Inc. NPO · Entity 3782 | GrantRestricted Stock Units · Derivative | 1,634 | $80.78 | $131,994.52 |
DisclosureSEC source: 0001225208-18-002768 · doc4.xml · derivative · entry 3 Riley Marvin · CIK 0001535349 · EVP, COO and Div Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,634 Underlying: Common Stock · 1,634 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units awarded under the Amended and Restated 2002 Equity Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of NPO common stock and cash payment equal to dividends paid on a share of common stock since the date of grant. F4 · derivative.exercise_date: The restricted stock units will vest on the third anniversary of the grant date. F4 · derivative.expiration_date: The restricted stock units will vest on the third anniversary of the grant date. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:28 UTC | Enpro Inc. NPO · Entity 3782 | Tax withholdingCommon Stock | 1,142 | $83.67 | $95,551.14 |
DisclosureSEC source: 0001225208-18-002768 · doc4.xml · nonDerivative · entry 2 Riley Marvin · CIK 0001535349 · EVP, COO and Div Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,917 F2 · shares: Shares surrendered to Issuer to cover the tax liability of the award. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:28 UTC | Enpro Inc. NPO · Entity 3782 | GrantCommon Stock | 2,317 | $83.67 | $193,863.39 |
DisclosureSEC source: 0001225208-18-002768 · doc4.xml · nonDerivative · entry 1 Riley Marvin · CIK 0001535349 · EVP, COO and Div Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,059 F1 · shares: Shares awarded under the EnPro Industries, Inc. Long-Term Incentive Plan. Read SEC document |
| February 12, 2018 Filed Jan 18, 2019 16:12 UTC Amendment | Enpro Inc. NPO · Entity 3782 | GrantRestricted Stock Units · Derivative | 1,734 | $80.78 | $140,072.52 |
DisclosureSEC source: 0001225208-19-001032 · doc4a.xml · derivative · entry 1 Riley Marvin · CIK 0001535349 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 Underlying: Common Stock · 1,734 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units awarded under the Amended and Restated 2002 Equity Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of NPO common stock and cash payment equal to dividends paid on a share of common stock since the date of grant. F2 · derivative.exercise_date: The restricted stock units will vest on the third anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units will vest on the third anniversary of the grant date. Read SEC document |
| July 24, 2017 Filed Jul 24, 2017 23:58 UTC | Enpro Inc. NPO · Entity 3782 | GrantRestricted Stock Units · Derivative | 4,000 | $72.62 | $290,480.00 |
DisclosureSEC source: 0001225208-17-012831 · doc4.xml · derivative · entry 1 Riley Marvin · CIK 0001535349 · EVP, COO and Div Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units awarded under the Amended and Restated 2002 Equity Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of NPO common stock and cash payment equal to dividends paid on a share of common stock since the date of grant. F2 · derivative.exercise_date: If by December 31, 2018, Mr. Riley has relocated his permanent residence to the Charlotte, North Carolina area, the restricted stock units will vest on the third anniversary of the grant date. F2 · derivative.expiration_date: If by December 31, 2018, Mr. Riley has relocated his permanent residence to the Charlotte, North Carolina area, the restricted stock units will vest on the third anniversary of the grant date. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:48 UTC | Enpro Inc. NPO · Entity 3782 | GrantRestricted Stock Units · Derivative | 3,825 | $67.91 | $259,755.75 |
DisclosureSEC source: 0001225208-17-003346 · doc4.xml · derivative · entry 1 Riley Marvin · CIK 0001535349 · division president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,825 Underlying: Common Stock · 3,825 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units awarded under the Amended and Restated 2002 Equity Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of NPO common stock and cash payment equal to dividends paid on a share of common stock since the date of grant. F2 · derivative.exercise_date: The restricted stock units will vest on the third anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units will vest on the third anniversary of the grant date. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 21:16 UTC | Enpro Inc. NPO · Entity 3782 | Exercise / conversionRestricted Stock Units · Derivative | 2,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-002542 · doc4.xml · derivative · entry 3 Riley Marvin · CIK 0001535349 · division president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,856 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: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: The restricted stock units were awarded on February 5, 2014 and vested three years from the date of grant. F2 · derivative.expiration_date: The restricted stock units were awarded on February 5, 2014 and vested three years from the date of grant. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 21:16 UTC | Enpro Inc. NPO · Entity 3782 | Tax withholdingCommon Stock | 1,069 | $67.59 | $72,253.71 |
DisclosureSEC source: 0001225208-17-002542 · doc4.xml · nonDerivative · entry 2 Riley Marvin · CIK 0001535349 · division president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,742 Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 21:16 UTC | Enpro Inc. NPO · Entity 3782 | Exercise / conversionCommon Stock | 2,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002542 · doc4.xml · nonDerivative · entry 1 Riley Marvin · CIK 0001535349 · division president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,811 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 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. 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.