Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AZZ INCAZZ · Entity 4043 | SVP, Chief Financial Officer | May 09, 2024 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 22,023 |
Ending reported balance
After 2024-05-09 transaction · row 3
3 source rows · reconciled sequenceRow 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 security | Direct | 2,078 |
Reported balance
After 2024-05-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| May 04, 2023 Filed May 8, 2023 23:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 1,013 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| May 04, 2023 Filed May 8, 2023 23:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 65 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| May 04, 2023 Filed May 8, 2023 23:02 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 1,360 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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%. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| December 30, 2022 Filed Jan 6, 2023 21:19 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 26 | $34.17 | $888.42 |
DisclosureSEC 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. Read SEC document |
| October 14, 2022 Filed Oct 17, 2022 20:26 UTC | AZZ INC AZZ · Entity 4043 | PurchaseCOMMON STOCK | 3,000 | $34.99 | $104,970.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2022 Filed Jul 8, 2022 20:20 UTC | AZZ INC AZZ · Entity 4043 | GrantCOMMON STOCK | 894 | $28.28 | $25,281.43 |
DisclosureSEC 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). Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:44 UTC | AZZ INC AZZ · Entity 4043 | Exercise / conversionCOMMON STOCK | 1,012 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.