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Schlom Philip A

Disclosed activity across 1 company

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91208
SEC CIK
0001472030

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AZZ INCAZZ · Entity 4043SVP, Chief Financial OfficerMay 09, 2024May 13, 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.

AZZ INC

Report date May 09, 2024 · Filed May 13, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect22,023 Ending reported balance After 2024-05-09 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2024-05-09 · Exercise / conversion · Acquired 2,079 · Balance 22,654

Row 2 · 2024-05-09 · Exercise / conversion · Acquired 60 · Balance 22,714

F1: Represents the vesting of dividend equivalent rights that accrued on restricted stock units ("RSUs") granted on 5/9/2022, which AZZ has settled in shares of AZZ common stock.

Row 3 · 2024-05-09 · Tax withholding · Disposed 691 · Balance 22,023

F2: The reporting person disposed of shares of common stock to satisfy tax withholding obligations.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,078 Reported balance After 2024-05-09 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2024-05-09 · Exercise / conversion · Disposed 2,079 · Balance 2,078

F3: Each RSU represents a contingent right to receive one share of AZZ common stock.

F4: The RSUs granted on 5/9/2022, vest over a 3-year period with one-third vesting on 5/9/2023, 5/9/2024 and 5/9/2025.

F5: Once vested, the shares of common stock are not subject to expiration.

Filing footnotes · ownership attribution and instrument terms

F1: Represents the vesting of dividend equivalent rights that accrued on restricted stock units ("RSUs") granted on 5/9/2022, which AZZ has settled in shares of AZZ common stock.

F2: The reporting person disposed of shares of common stock to satisfy tax withholding obligations.

F3: Each RSU represents a contingent right to receive one share of AZZ common stock.

F4: The RSUs granted on 5/9/2022, vest over a 3-year period with one-third vesting on 5/9/2023, 5/9/2024 and 5/9/2025.

F5: Once vested, the shares of common stock are not subject to expiration.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 09, 2024 Filed May 13, 2024 21:47 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 2,079 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000111 · wk-form4_1715636807.xml · derivative · entry 4

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,078

Underlying: COMMON STOCK · 2,079 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: Each RSU represents a contingent right to receive one share of AZZ common stock.

F4 · derivative.exercise_date: The RSUs granted on 5/9/2022, vest over a 3-year period with one-third vesting on 5/9/2023, 5/9/2024 and 5/9/2025.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 09, 2024 Filed May 13, 2024 21:47 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 691 $78.07 $53,946.37
Disclosure

SEC source: 0000008947-24-000111 · wk-form4_1715636807.xml · nonDerivative · entry 3

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,023

F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations.

Read SEC document
May 09, 2024 Filed May 13, 2024 21:47 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 60 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000111 · wk-form4_1715636807.xml · nonDerivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,714

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: Represents the vesting of dividend equivalent rights that accrued on restricted stock units ("RSUs") granted on 5/9/2022, which AZZ has settled in shares of AZZ common stock.

Read SEC document
May 09, 2024 Filed May 13, 2024 21:47 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 2,079 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000111 · wk-form4_1715636807.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,654

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
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionPerformance Share Units · Derivative 4,070 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · derivative · entry 8

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 4,070 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.

F8 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results.

F9 · shares: Represents the number of shares acquired by the reporting person upon the vesting of PSUs granted on 5/4/2021. This number represents 3,038 target PSUs and 1,032 additional PSUs earned based upon the achievement of 134% of pre-established performance goals during the performance cycle.

F10 · derivative.exercise_date: The PSUs were granted under AZZ's 2014 Long Term Incentive Plan and had a three-year performance cycle (3/1/2021- 2/29/2024).

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 1,013 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · derivative · entry 7

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 1,013 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.

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock.

F6 · derivative.exercise_date: The RSUs granted on 5/4/2021, vest ratably over a 3-year period beginning on 5/4/2022.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 1,372 $75.02 $102,927.44
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · nonDerivative · entry 6

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,575

F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations.

F3 · price: Pursuant to the Issuers 2014 Long Term Incentive Plan, as amended, should the vesting date fall on a weekend, the closing price shall be the last trading day prior to the vesting date.

Read SEC document
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 174 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · nonDerivative · entry 5

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,947

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.

F4 · shares: Represents the vesting of dividend equivalent rights that accrued on the target performance share units ("PSUs") of 3,038 granted on 5/4/2021, which AZZ has settled in shares of AZZ common stock.

Read SEC document
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 4,070 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · nonDerivative · entry 4

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,773

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
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 373 $75.02 $27,982.46
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · nonDerivative · entry 3

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,703

F2 · shares: The reporting person disposed of shares of common stock to satisfy tax withholding obligations.

F3 · price: Pursuant to the Issuers 2014 Long Term Incentive Plan, as amended, should the vesting date fall on a weekend, the closing price shall be the last trading day prior to the vesting date.

Read SEC document
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 43 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · nonDerivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,076

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: Represents the vesting of dividend equivalent rights that accrued on 1,013 restricted stock units ("RSUs") granted on 5/4/2021, which AZZ has settled in shares of AZZ common stock.

Read SEC document
May 04, 2024 Filed May 8, 2024 20:45 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 1,013 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000097 · wk-form4_1715201126.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,033

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
April 28, 2024 Filed May 1, 2024 22:07 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 1,784 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000076 · wk-form4_1714601237.xml · derivative · entry 4

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,570

Underlying: COMMON STOCK · 1,784 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.

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock.

F5 · derivative.exercise_date: The RSUs granted on 4/28/2023 vest ratably over a 3-year period beginning on 4/28/2024.

F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
April 28, 2024 Filed May 1, 2024 22:07 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 677 $71.49 $48,398.73
Disclosure

SEC source: 0000008947-24-000076 · wk-form4_1714601237.xml · nonDerivative · entry 3

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,020

F2 · shares: The reporting person disposed of common stock to satisfy tax withholding obligations.

F3 · price: Pursuant to Issuers 2014 Long Term Incentive Plan, as amended, if the vesting date falls on a weekend or a holiday, the closing price shall be the closing price on the last trading day prior to the vesting date.

Read SEC document
April 28, 2024 Filed May 1, 2024 22:07 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 17 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000076 · wk-form4_1714601237.xml · nonDerivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,697

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: Represents the vesting of dividend equivalent rights on restricted stock units (RSUs) granted on 4/28/2023, which AZZ has elected to pay in shares of AZZ common stock.

Read SEC document
April 28, 2024 Filed May 1, 2024 22:07 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 1,784 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000076 · wk-form4_1714601237.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,680

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
April 25, 2024 Filed Apr 29, 2024 21:39 UTC AZZ INC AZZ · Entity 4043 GrantPerformance Share Units · Derivative 2,819 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000062 · wk-form4_1714426780.xml · derivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,819

Underlying: COMMON STOCK · 2,819 shares

Expires not disclosed

F4 · derivative.exercise_price: Each performance share unit (PSU) represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results.

F5 · derivative.exercise_date: The PSUs are granted under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned at the end of the 3-year performance cycle, which runs from March 1, 2024 to February 28, 2027. The FY2025 PSU performance metrics are AZZ's Total Shareholder Return and Return on Investment Capital relative to its executive compensation peer group. The maximum payout for the FY2025 PSUs is not to exceed 200%.

F5 · derivative.expiration_date: The PSUs are granted under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned at the end of the 3-year performance cycle, which runs from March 1, 2024 to February 28, 2027. The FY2025 PSU performance metrics are AZZ's Total Shareholder Return and Return on Investment Capital relative to its executive compensation peer group. The maximum payout for the FY2025 PSUs is not to exceed 200%.

Read SEC document
April 25, 2024 Filed Apr 29, 2024 21:39 UTC AZZ INC AZZ · Entity 4043 GrantRestricted Stock Units · Derivative 2,819 $0.00 $0.00
Disclosure

SEC source: 0000008947-24-000062 · wk-form4_1714426780.xml · derivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,819

Underlying: COMMON STOCK · 2,819 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AZZ common stock.

F2 · derivative.exercise_date: The RSUs are granted under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process, and vest over a three-year period with one-third of the RSUs vesting on each of the first (4/25/2025), second (4-25-2026) and third (4-25-2027)anniversaries of the grant date.

F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 30, 2023 Filed Jul 11, 2023 22:14 UTC AZZ INC AZZ · Entity 4043 GrantCOMMON STOCK 608 $34.92 $21,230.14
Disclosure

SEC source: 0000008947-23-000120 · wf-form4_168911365153192.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,896

F1 · shares: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to AZZ Inc.'s Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of January 1, 2023 through June 30, 2023. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased based on 85% of the closing stock price of the Issuer's common stock on the Enrollment Date (as defined in the ESPP).

Read SEC document
May 09, 2023 Filed May 11, 2023 20:42 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 2,078 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000080 · wf-form4_168383775174078.xml · derivative · entry 4

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,158

Underlying: COMMON STOCK · 2,078 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: Each RSU represents a contingent right to receive one share of AZZ common stock.

F4 · derivative.exercise_date: The RSUs granted on 5/9/2022, vest ratably over a three-year period beginning on 5/9/2023.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 09, 2023 Filed May 11, 2023 20:42 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 678 $35.55 $24,102.90
Disclosure

SEC source: 0000008947-23-000080 · wf-form4_168383775174078.xml · nonDerivative · entry 3

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,288

F2 · shares: The reporting person disposed of common stock to satisfy tax withholding obligations.

Read SEC document
May 09, 2023 Filed May 11, 2023 20:42 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 25 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000080 · wf-form4_168383775174078.xml · nonDerivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,966

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: Represents the vesting of dividend equivalent rights on restricted stock units ("RSUs") granted on 5/9/2022, which AZZ elected to pay in shares of AZZ common stock.

Read SEC document
May 09, 2023 Filed May 11, 2023 20:42 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 2,078 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000080 · wf-form4_168383775174078.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,941

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
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionPerformance Share Units · Derivative 2,691 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · derivative · entry 12

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,663

Underlying: COMMON STOCK · 2,691 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.

F10 · derivative.exercise_price: Each performance share unit (PSU) represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results.

F11 · derivative.exercise_date: The PSUs were granted under AZZ's 2014 Long Term Incentive Plan (the "2014 Plan") and had a three-year performance cycle (3/1/2020 - 2/28/2023).

F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 1,013 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · derivative · entry 11

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 1,013 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.

F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock.

F9 · derivative.exercise_date: The RSUs ranted on 5/4/2021, vest ratably over a 3-year period beginning on 5/4/2022.

F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 1,360 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · derivative · entry 10

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: COMMON STOCK · 1,360 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.

F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock.

F7 · derivative.exercise_date: The RSU granted on 5/4/2020, vest ratably over a 3-year period beginning on 5/4/2021.

F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 886 $36.30 $32,161.80
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 9

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,863

F2 · shares: The reporting person disposed of common stock to satisfy tax withholding obligations.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 129 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 8

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,749

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.

F5 · shares: Represents the vesting of dividend equivalent rights on performance share units (PSUs) granted on 5/4/2020, which AZZ has elected to pay in shares of AZZ common stock.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 2,691 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 7

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,620

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.

F4 · shares: This number represents the number of shares issued to the Reporting Person based upon the achievement of 66% of the pre-established performance goals over the three-year performance cycle. This target PSU award was previously granted on 5/4/2020.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 326 $36.30 $11,833.80
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 6

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,929

F2 · shares: The reporting person disposed of common stock to satisfy tax withholding obligations.

Read SEC document
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 26 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 5

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,255

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 · shares: Represents the vesting of dividend equivalent rights on RSUs granted on 5/4/2021, which AZZ has elected to pay in shares of AZZ common stock.

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May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 1,013 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 4

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,229

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
May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 447 $36.30 $16,226.10
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 3

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,216

F2 · shares: The reporting person disposed of common stock to satisfy tax withholding obligations.

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May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 65 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,663

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: Represents the vesting of dividend equivalent rights on restricted stock unit (RSUs) granted on 5/4/2020, which AZZ has elected to pay in shares of AZZ common stock.

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May 04, 2023 Filed May 8, 2023 23:02 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 1,360 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000063 · wf-form4_168358693434599.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,598

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
April 28, 2023 Filed May 2, 2023 20:12 UTC AZZ INC AZZ · Entity 4043 GrantPerformance Share Units · Derivative 5,354 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000053 · wf-form4_168305836480421.xml · derivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,354

Underlying: COMMON STOCK · 5,354 shares

Expires not disclosed

F4 · derivative.exercise_price: Each Performance Share Unit ("PSU") represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results.

F5 · derivative.exercise_date: Represents 100% of the target number of PSUs that could be earned at the end of the 3-year performance cycle (March 1, 2023 - February 28, 2026). The FY2024 PSU performance metric is AZZ's Total Shareholder Return ("TSR") relative to its executive compensation peer group. The maximum payout for the FY2024 PSUs is not to exceed 200%.

F5 · derivative.expiration_date: Represents 100% of the target number of PSUs that could be earned at the end of the 3-year performance cycle (March 1, 2023 - February 28, 2026). The FY2024 PSU performance metric is AZZ's Total Shareholder Return ("TSR") relative to its executive compensation peer group. The maximum payout for the FY2024 PSUs is not to exceed 200%.

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April 28, 2023 Filed May 2, 2023 20:12 UTC AZZ INC AZZ · Entity 4043 GrantRestricted Stock Units · Derivative 5,354 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000053 · wf-form4_168305836480421.xml · derivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,354

Underlying: COMMON STOCK · 5,354 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AZZ common stock.

F2 · derivative.exercise_date: The RSUs are granted under AZZ's 2014 Long Term Incentive Plan and vest over a three-year period with 1/3rd of the RSUs vesting on each of the first, second and third anniversaries of the grant date beginning on 4/28/2024.

F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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December 30, 2022 Filed Jan 6, 2023 21:19 UTC AZZ INC AZZ · Entity 4043 GrantCOMMON STOCK 26 $34.17 $888.42
Disclosure

SEC source: 0000008947-23-000004 · wf-form4_167303994126675.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,238

F1 · shares: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to AZZ Inc.'s Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of July 1, 2022 through December 31, 2022. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased based on 85% of the closing stock price of the Issuer's common stock on the Enrollment Date (as defined in the ESPP). These shares were purchased on December 30, 2022, the last trading day in December 2022.

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October 14, 2022 Filed Oct 17, 2022 20:26 UTC AZZ INC AZZ · Entity 4043 PurchaseCOMMON STOCK 3,000 $34.99 $104,970.00
Disclosure

SEC source: 0000008947-22-000173 · wf-form4_166603813565812.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,212

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July 01, 2022 Filed Jul 8, 2022 20:20 UTC AZZ INC AZZ · Entity 4043 GrantCOMMON STOCK 894 $28.28 $25,281.43
Disclosure

SEC source: 0000008947-22-000124 · wf-form4_165731163822352.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,212

F1 · shares: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to AZZ Inc.'s Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of January 1, 2022 through June 30, 2022. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased based on 85% of the closing stock price of the Issuer's common stock on the Enrollment Date (as defined in the ESPP).

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May 09, 2022 Filed Mar 1, 2023 21:54 UTC AZZ INC AZZ · Entity 4043 GrantRestricted Stock Units · Derivative 6,236 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000028 · wf-form5_167770764683943.xml · derivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,236

Underlying: COMMON STOCK · 6,236 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of AZZ common stock.

F4 · derivative.exercise_date: The RSUs are granted under the AZZ Inc. Long Term Incentive Plan and vest over a three-year period with 1/3rd of the RSUs vesting on each of the first, second and third anniversaries of the grant date beginning on 5/9/2023.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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May 09, 2022 Filed Mar 1, 2023 21:54 UTC AZZ INC AZZ · Entity 4043 GrantPerformance Share Units · Derivative 4,454 $0.00 $0.00
Disclosure

SEC source: 0000008947-23-000028 · wf-form5_167770764683943.xml · derivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,454

Underlying: COMMON STOCK · 4,454 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit ("PSU") represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results.

F2 · derivative.exercise_date: Represents 100% of the target number of PSUs that could be earned at the end of the 3-year performance cycle (March 1, 2022 - February 28, 2025). The FY2023 PSU performance metric is AZZ's Total Shareholder Return ("TSR") relative to its industry peer group. The maximum payout for the FY2023 PSUs is not to exceed 200%.

F2 · derivative.expiration_date: Represents 100% of the target number of PSUs that could be earned at the end of the 3-year performance cycle (March 1, 2022 - February 28, 2025). The FY2023 PSU performance metric is AZZ's Total Shareholder Return ("TSR") relative to its industry peer group. The maximum payout for the FY2023 PSUs is not to exceed 200%.

Read SEC document
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 1,012 $0.00 $0.00
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · derivative · entry 8

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,027

Underlying: COMMON STOCK · 1,012 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.

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock.

F7 · derivative.exercise_date: The RSUs are granted under AZZ's 2014 Long Term Incentive Plan and vest over a three-year period with 1/3rd of the RSUs vesting on each of the first, second and third anniversaries of the grant date beginning on 5/4/2022.

F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionRestricted Stock Units · Derivative 1,359 $0.00 $0.00
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · derivative · entry 7

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,359

Underlying: COMMON STOCK · 1,359 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.

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of AZZ common stock.

F5 · derivative.exercise_date: The RSUs are granted under AZZ's 2014 Long Term Incentive Plan and vest over a three-year period with 1/3rd of the RSUs vesting on each of the first, second and third anniversaries of the grant date beginning on 5/4/2021.

F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 326 $47.67 $15,540.42
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · nonDerivative · entry 6

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,318

F2 · shares: The reporting person disposed of shares of AZZ common stock to satisfy tax withholding obligations.

Read SEC document
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 9 $0.00 $0.00
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · nonDerivative · entry 5

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,644

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 · shares: This represents the vesting of dividend equivalent rights accrued on 1,012 RSUs granted on 5/4/2021, which AZZ has elected to pay in shares of AZZ common stock. These dividend equivalent rights vest when, and if, the underlying RSUs vest.

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May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 1,012 $0.00 $0.00
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · nonDerivative · entry 4

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,635

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
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Tax withholdingCOMMON STOCK 477 $47.67 $22,738.59
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · nonDerivative · entry 3

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,623

F2 · shares: The reporting person disposed of shares of AZZ common stock to satisfy tax withholding obligations.

Read SEC document
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 43 $0.00 $0.00
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · nonDerivative · entry 2

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,100

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: This represents the vesting of dividend equivalent rights accrued on 1,359 restricted stock units ("RSUs") granted on 5/4/2021, which AZZ has elected to pay in shares of AZZ common stock. These dividend equivalent rights vest when, and if, the underlying RSUs vest.

Read SEC document
May 04, 2022 Filed May 6, 2022 20:44 UTC AZZ INC AZZ · Entity 4043 Exercise / conversionCOMMON STOCK 1,359 $0.00 $0.00
Disclosure

SEC source: 0000008947-22-000051 · wf-form4_165186982383219.xml · nonDerivative · entry 1

Schlom Philip A · CIK 0001472030 · SVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,057

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.