STOCK TITAN

Columbus McKinnon insider files Form 4 showing RSU reinvestment and vesting plan

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Columbus McKinnon Corp (CMCO) director and President & CEO David J. Wilson reported incremental non‑derivative acquisitions on Form 4 dated 08/18/2025. The filing shows 401.0855 additional common shares were acquired at $0, representing restricted stock units attributable to dividend reinvestment, bringing Mr. Wilson's total beneficial ownership to 197,957.2193 shares. The report also discloses 31,300 shares held indirectly by a trust. Of the shares reported, 83,844.2193 are restricted stock subject to forfeiture and the filing details staggered vesting: 11,053.4092 shares vest 05/22/2026; 14,494.7328 shares vest 50% per year for three years beginning 05/20/2026; and 58,296.0773 shares vest 33.33% per year for three years beginning 05/19/2026. The transaction is documented as dividend reinvestment for additional restricted stock units.

Positive

  • Increased alignment with shareholders via dividend reinvestment into restricted stock units for the CEO/Director
  • Transparent vesting schedule disclosed with specific dates and tranche percentages, aiding investor clarity

Negative

  • Large portion of reported shares are restricted (83,844.2193 shares subject to forfeiture), limiting immediate liquidity
  • Incremental acquisition is small (401.0855 shares), so it is unlikely to materially change control or market perception

Insights

TL;DR: Insider increased stake modestly via dividend reinvested RSUs; majority of added and existing shares remain subject to scheduled vesting.

The filing documents a small, routine acquisition of 401.0855 common shares through dividend reinvestment of restricted stock units, which increases reported beneficial ownership to 197,957.2193 shares. Material governance considerations include that 83,844.2193 shares are restricted and subject to forfeiture, with clearly defined multi-year vesting tranches. This structure aligns executive compensation with retention objectives and long‑term performance horizons. For investors assessing control or near‑term selling pressure, the presence of substantial unvested shares is an important factor, as these shares are not immediately freely tradable.

TL;DR: Transaction is routine and administrative in nature with limited immediate market impact.

The reported acquisition at $0 reflects issuance of restricted stock units tied to dividend reinvestment rather than open‑market purchases. The incremental amount (401.0855 shares) is immaterial relative to the total beneficial ownership reported. The detailed vesting schedule reduces near‑term dilution concerns but indicates future incremental share availability as tranches vest between May 2026 and subsequent years. This disclosure is standard for executive compensation reporting and does not indicate a change in strategic ownership stakes.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Wilson David J.

(Last) (First) (Middle)
13320 BALLANTYNE CORPORATE PLACE

(Street)
CHARLOTTE NC 28277

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
COLUMBUS MCKINNON CORP [ CMCO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
08/18/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/18/2025 A 401.0855(1) A $0 197,957.2193(2) D
Common Stock 31,300 I By Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents additional restricted stock units attributable to dividend reinvestment.
2. Includes 83,844.2193 shares of restricted stock issued to reporting person subject to forfeiture in whole or part. 11,053.4092 shares become fully vested 5/22/2026; 14,494.7328 shares become fully vested 50% per year for three years beginning 5/20/2026, and 58,296.0773 shares become fully vested 33.33% per year for 3 years beginning 5/19/2026, if reporting person remains an employee of issuer.
Remarks:
Mary C. O'Connor, Power of Attorney for David J. Wilson 08/19/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transaction did David J. Wilson report on Form 4 for CMCO?

The Form 4 reports acquisition of 401.0855 common shares on 08/18/2025, representing restricted stock units attributable to dividend reinvestment.

How many shares does David J. Wilson beneficially own after this transaction?

The filing states total beneficial ownership of 197,957.2193 common shares following the reported transaction.

Are any of the reported shares restricted or subject to vesting?

Yes. The filing discloses 83,844.2193 shares of restricted stock subject to forfeiture with specific vesting tranches and dates through 2026 and beyond.

Does David J. Wilson hold shares indirectly?

Yes. The filing lists 31,300 shares held indirectly by a trust.

When do the restricted share tranches become vested?

Per the filing: 11,053.4092 shares vest on 05/22/2026; 14,494.7328 shares vest 50% per year for three years beginning 05/20/2026; 58,296.0773 shares vest 33.33% per year for three years beginning 05/19/2026.
Columbus Mckinnon Corp N Y

NASDAQ:CMCO

CMCO Rankings

CMCO Latest News

CMCO Latest SEC Filings

CMCO Stock Data

574.85M
27.89M
2.65%
96.21%
2.19%
Farm & Heavy Construction Machinery
Construction Machinery & Equip
Link
United States
CHARLOTTE