Columbus McKinnon exec covers taxes with shares

Columbus McKinnon Sr.

Rhea-AI Filing Summary

Columbus McKinnon Sr. VP of Business Integration Jon Adams reported a routine tax-related share disposition. On 5/22/2026, 743.047 restricted stock units vested, and 296 shares of common stock at $14.88 per share were withheld to satisfy tax obligations. After this non‑market transaction, he directly held 7,898.386 shares, including 5,817.093 restricted shares that remain subject to forfeiture and future vesting conditions.

Insider Trade Summary

Exercise Price or Tax Liability: 296 shares

Exercise Price or Tax Liability 1 txn

Insider Adams Jon

Role Sr. VP, Business Integration

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	296	$14.88	$4K

Holdings After Transaction: Common Stock — 7,898.386 shares (Direct)

Footnotes (2)

1. F1. 743.047 restricted stock units became fully vested on 5/22/2026, of which 296 shares were traded to satisfy tax withholding obligations.
2. F2. Includes 5,817.093 shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 683.487 shares become fully vested 1/22/2027; 627.81 become fully vested 5/20/2027, and 4,505.796 shares become fully vested 50% per year for two years beginning 5/19/2027, if reporting person remains an employee of issuer.

Key Figures

Tax-withholding shares: 296 shares Tax-withholding price: $14.88/share Shares after transaction: 7,898.386 shares +5 more

8 metrics

Tax-withholding shares 296 shares Common stock used to satisfy tax obligations on 5/22/2026

Tax-withholding price $14.88/share Value of shares withheld for taxes

Shares after transaction 7,898.386 shares Direct holdings following tax-withholding disposition

RSUs vested 743.047 units Restricted stock units that became fully vested on 5/22/2026

Unvested restricted shares 5,817.093 shares Restricted stock subject to forfeiture as of this filing

Tranche vesting 1/22/2027 683.487 shares Restricted stock scheduled to vest on 1/22/2027

Tranche vesting 5/20/2027 627.81 shares Restricted stock scheduled to vest on 5/20/2027

Tranche vesting from 5/19/2027 4,505.796 shares Vests 50% per year for two years beginning 5/19/2027

Key Terms

restricted stock units, tax withholding obligations, subject to forfeiture, reporting person, +1 more

5 terms

restricted stock units financial

"743.047 restricted stock units became fully vested on 5/22/2026"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax withholding obligations financial

"296 shares were traded to satisfy tax withholding obligations"

subject to forfeiture financial

"shares of restricted stock issued to reporting person subject to forfeiture in whole or part"

reporting person regulatory

"restricted stock issued to reporting person subject to forfeiture in whole or part"

fully vested financial

"743.047 restricted stock units became fully vested on 5/22/2026"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Columbus McKinnon (CMCO) executive Jon Adams report in this Form 4?

Jon Adams reported a tax-withholding share disposition. After 743.047 restricted stock units vested, 296 shares were used to cover taxes, leaving him with 7,898.386 Columbus McKinnon shares directly held afterward.

Was Jon Adams’ CMCO Form 4 transaction an open-market stock sale?

No, the transaction was not an open-market sale. The 296 Columbus McKinnon shares were withheld to satisfy tax obligations tied to vesting restricted stock units, a standard compensation-related mechanism rather than a discretionary trade in the open market.

How many Columbus McKinnon shares does Jon Adams hold after this Form 4 event?

Following the tax-withholding disposition, Jon Adams directly holds 7,898.386 Columbus McKinnon common shares. This total includes both fully vested shares and restricted shares that are still subject to forfeiture and future vesting milestones.

What restricted stock and RSU vesting details are disclosed for CMCO’s Jon Adams?

Footnotes show 743.047 restricted stock units vested on May 22, 2026. Additional 5,817.093 restricted shares remain subject to forfeiture, with specified tranches scheduled to vest in 2027 if Adams continues as a Columbus McKinnon employee.

How many CMCO shares were used to cover Jon Adams’ tax withholding?

A total of 296 Columbus McKinnon common shares were used to satisfy tax withholding obligations. These shares came from the 743.047 restricted stock units that became fully vested on May 22, 2026 according to the Form 4 footnote.

What future vesting schedule is outlined for Jon Adams’ Columbus McKinnon restricted shares?

The filing notes 683.487 shares vest on January 22, 2027, 627.81 shares vest on May 20, 2027, and 4,505.796 shares vest 50% per year over two years from May 19, 2027, contingent on continued employment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 05/26/2026 - 03:39 PM EDT Learn about SEC filing dates

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^*

Adams Jon

(Last) (First) (Middle)

13320 BALLANTYNE CORPORATE PLACE

(Street)

CHARLOTTE NORTH CAROLINA 28277

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
COLUMBUS MCKINNON CORP [ CMCO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Sr. VP, Business Integration

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/22/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	05/22/2026		F		296(1)	D	$14.88	7,898.386(2)	D

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. 743.047 restricted stock units became fully vested on 5/22/2026, of which 296 shares were traded to satisfy tax withholding obligations.

2. Includes 5,817.093 shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 683.487 shares become fully vested 1/22/2027; 627.81 become fully vested 5/20/2027, and 4,505.796 shares become fully vested 50% per year for two years beginning 5/19/2027, if reporting person remains an employee of issuer.

Remarks:

	Mary C. O'Connor as POA for Jon Adams	05/26/2026
	** 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.
* Form 4: SEC 1474 (03-26)