AMETEK (NYSE: AME) CAO restructures holdings, moving 39,954 shares to trust
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
AMETEK's chief administrative officer Ronald J. Oscher reported internal ownership changes rather than open-market trading. The filing shows a Code J restructuring involving 39,954 shares of common stock moved to a trust described as being held by him as trustee, with no price reported.
After these transactions, he holds 2,887 common shares directly and 39,954 shares indirectly through the trust, plus 4,897 common stock units in a SERP account and 916 shares through a 401k plan. The activity reflects a transfer to a trust, not a purchase or sale.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Oscher Ronald J
Role
CHIEF ADMINISTRATIVE OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 39,954 | $0.00 | -- |
| Other | Common Stock | 39,954 | $0.00 | -- |
| holding | 401k Plan | -- | -- | -- |
| holding | Common Stock/ Serp | -- | -- | -- |
Holdings After Transaction:
Common Stock — 2,887 shares (Direct, null);
Common Stock — 39,954 shares (Indirect, By Trust);
401k Plan — 916 shares (Indirect, 401k Plan);
Common Stock/ Serp — 4,897 shares (Direct, null)
Footnotes (1)
- Transfer to a trust. Held by a trust which the reporting person is a trustee.
Key Figures
Restructuring shares: 79,908 shares
Shares moved to trust: 39,954 shares
Direct common shares after: 2,887 shares
+3 more
6 metrics
Restructuring shares
79,908 shares
Total Code J restructuring shares in this filing
Shares moved to trust
39,954 shares
Common Stock, Code J, indirect ownership by trust
Direct common shares after
2,887 shares
Total common stock held directly after transactions
Trust common shares after
39,954 shares
Total common stock held indirectly by trust after transactions
SERP units after
4,897 shares
Common Stock/ SERP total following transaction
401k shares after
916 shares
Indirect holdings through 401k plan after transaction
Key Terms
Form 4, Code J, 401k Plan, SERP, +1 more
5 terms
Form 4 regulatory
"Insider activity is reported on a Form 4 for Ronald J. Oscher."
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Code J regulatory
"The transactions use Code J, described as other acquisition or disposition."
401k Plan financial
"One entry lists indirect ownership under a 401k Plan with 916 shares."
A 401(k) plan is an employer-sponsored retirement savings account that lets workers set aside part of their paycheck into investments, often with tax breaks and sometimes with matching contributions from the employer. Think of it as a workplace piggy bank that grows through employee contributions, optional company top-ups, and market returns; it matters to investors because it shapes household retirement security, drives large flows of money into public markets, and affects a company’s compensation costs and ability to attract and keep talent.
SERP financial
"Holdings include Common Stock/ Serp totaling 4,897 units after the transaction."
A Supplemental Executive Retirement Plan (SERP) is a company-funded benefit that promises extra retirement pay to selected senior executives beyond regular pension or savings plans. Think of it as a bespoke top-up savings account the employer guarantees for key leaders; it matters to investors because SERPs create future financial obligations, influence executive retention and pay incentives, and can signal how a company prioritizes management costs versus shareholder returns.
indirect ownership financial
"The filing shows indirect ownership of common stock held by a trust."
FAQ
What insider activity did AMETEK (AME) report for Ronald J. Oscher?
Ronald J. Oscher reported internal ownership changes classified as Code J transactions. The filing shows a restructuring involving transfers of 39,954 common shares to a trust, with no open-market buying or selling and no transaction price disclosed.
What does the Code J transaction mean in Ronald J. Oscher’s AMETEK (AME) filing?
Code J indicates "other acquisition or disposition" rather than a standard buy or sell. In this case, the filing describes a transfer of 39,954 AMETEK common shares to a trust where Oscher serves as trustee, reflecting an internal restructuring of ownership.