STOCK TITAN

Carpenter Technology (CRS) director awarded new deferred stock units

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

Rhea-AI Filing Summary

Carpenter Technology Corporation director Julie A. Beck received a grant of additional equity compensation. She was awarded 33.44 Director Stock Units that convert to common stock on a 1-for-1 basis, increasing her holdings to 1,042.44 units. The units, granted under the Stock-Based Compensation Plan for Non-Employee Directors, are payable upon the later of separation of service or a specified date or event and include previously unreported dividend equivalents.

Positive

  • None.

Negative

  • None.
Insider BECK JULIE A
Role null
Type Security Shares Price Value
Grant/Award Director Stock Units 33.44 $616.84 $21K
Holdings After Transaction: Director Stock Units — 1,042.44 shares (Direct, null)
Footnotes (1)
  1. Converts to common stock on a 1-for-1 basis The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. Payable upon the later of separation of service or a specified date or event. Includes dividend equivalents not previously reported.
Director stock units granted 33.44 units Grant of Director Stock Units on June 30, 2026
Total director stock units after grant 1,042.44 units Holdings following the June 30, 2026 award
Grant reference price per unit 616.84 Price per Director Stock Unit used in the award record
Underlying common stock ratio 1-for-1 Each Director Stock Unit converts into one common share
Director Stock Units financial
"She was awarded 33.44 Director Stock Units that convert to common stock on a 1-for-1 basis"
Director stock units are promises a company makes to its board members to pay them company shares (or cash equal to the share value) after a set period or when certain conditions are met. They matter to investors because they align directors’ incentives with shareholders—encouraging decisions that boost long‑term value—but can also increase the total shares outstanding when converted, slightly diluting existing ownership.
restricted stock units financial
"The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan"
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.
Stock-Based Compensation Plan for Non-Employee Directors financial
"granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors"
dividend equivalents financial
"Includes dividend equivalents not previously reported"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
BECK JULIE A

(Last)(First)(Middle)
C/O CARPENTER TECHNOLOGY CORPORATION
1735 MARKET STREET, 15TH FL

(Street)
PHILADELPHIA PENNSYLVANIA 19103

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CARPENTER TECHNOLOGY CORP [ CRS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Director Stock Units(1)06/30/2026A33.44(2) (3) (3)Common Stock33.44$616.841,042.44(4)D
Explanation of Responses:
1. Converts to common stock on a 1-for-1 basis
2. The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors.
3. Payable upon the later of separation of service or a specified date or event.
4. Includes dividend equivalents not previously reported.
James D. Dee/POA07/02/2026
** Signature of Reporting PersonDate
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)

FAQ

What did Julie A. Beck report in this Carpenter Technology (CRS) Form 4?

Director Julie A. Beck reported receiving 33.44 Director Stock Units as an equity award. These units convert into an equal number of Carpenter Technology common shares and are part of her non-employee director compensation under the company’s stock-based compensation plan.

How many director stock units does Julie A. Beck hold after this CRS transaction?

After the award, Julie A. Beck holds 1,042.44 Director Stock Units. These units represent deferred equity compensation that will convert into common stock on a 1-for-1 basis at the time specified by the plan’s payout conditions.

What are Director Stock Units in the Carpenter Technology (CRS) filing?

Director Stock Units are deferred equity awards that convert into Carpenter Technology common stock on a 1-for-1 basis. They are granted to non-employee directors as part of a stock-based compensation plan instead of, or in addition to, cash retainers or fees.

Under what plan were the CRS restricted stock units granted to Julie A. Beck?

The restricted stock units were granted under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. This plan provides equity-based awards to outside directors, aligning their compensation with shareholder interests through stock-linked units.

When will Julie A. Beck’s Carpenter Technology director stock units be paid out?

The director stock units are payable upon the later of her separation of service or a specified date or event. This timing reflects the deferred nature of the award, which is designed as long-term equity-based compensation for non-employee directors.

What does “includes dividend equivalents not previously reported” mean in this CRS Form 4?

It means the reported total of 1,042.44 Director Stock Units also reflects additional units credited as dividend equivalents. Instead of receiving cash dividends, Beck received equivalent units, increasing her deferred stock-based compensation balance over time.