Carpenter Technology's Jennings gifts 470 shares

Q: How many CRS shares did the Group President gift?

Steven Joseph Jennings transferred 470 shares of Carpenter Technology Corp. common stock to the Steven & Kathryn Jennings Trust dated April 13, 2020, for no consideration on October 26, 2026. He is the trust’s trustee and remains the beneficial owner of securities held by the trust.

The transferred shares remain beneficially owned by the Group President through a trust for which he serves as trustee.

Filing Impact

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Filing Sentiment

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Form Type

Rhea-AI Filing Summary

Steven Joseph Jennings reported disposition transactions in this Form 4 filing. Carpenter Technology Corp. Group President - SAO Steven Joseph Jennings transferred 470 common shares to the Steven & Kathryn Jennings Trust dated April 13, 2020, for no consideration on October 26, 2026. He is the trust’s trustee and remains the beneficial owner of its securities. After the transfer, he reported 3,020.9137 directly held shares; the trust held 2,162 shares.

Insider Trade Summary

470 shares gifted

Gift 2 txns

Insider Jennings Steven Joseph

Role Group President - SAO

Type	Security	Shares	Price	Value
Gift	Common Stock ^F1	470	$0.00	$0.00
holding	Common Stock ^F1	--	--	--

Holdings After Transaction: Common Stock — 3,020.9137 shares (Direct); Common Stock — 2,162 shares (Indirect, By Trust)

Footnotes (1)

F1. On October 26, 2026, the reporting person transferred 470 shares of Carpenter Technology Corporation common stock to the Steven & Kathryn Jennings Trust dated April 13, 2020, for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.

Key Figures

Common shares transferred: 470 shares Consideration: $0.0000 per share Direct common shares after transfer: 3,020.9137 shares +1 more

4 metrics

Common shares transferred 470 shares Gift transfer on October 26, 2026

Consideration $0.0000 per share 470-share gift transfer

Direct common shares after transfer 3,020.9137 shares Reported after the October 26, 2026 transaction

Common shares held by trust 2,162 shares Reported on October 26, 2026

Key Terms

beneficial owner, trustee, sole beneficiaries

3 terms

beneficial owner regulatory

"remains the beneficial owner of the securities held by the trust"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

trustee regulatory

"the reporting person is trustee of the trust"

A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.

sole beneficiaries regulatory

"members of his immediate family are the sole beneficiaries"

FAQ

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

How many CRS shares did the Group President gift?

Steven Joseph Jennings transferred 470 shares of Carpenter Technology Corp. common stock to the Steven & Kathryn Jennings Trust dated April 13, 2020, for no consideration on October 26, 2026. He is the trust’s trustee and remains the beneficial owner of securities held by the trust.

Who are the beneficiaries of the trust holding CRS shares?

Steven Joseph Jennings is the trust’s trustee, and he and members of his immediate family are its sole beneficiaries. The trust is named the Steven & Kathryn Jennings Trust and is dated April 13, 2020.

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

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Available on EDGAR 10/28/2026 - 04:18 PM EDT Accepted by SEC EDGAR 10/28/2026 - 04:17 PM EDT

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^*

Jennings Steven Joseph

(Last)

(First)

(Middle)

CARPENTER TECHNOLOGY CORPORATION

1735 MARKET STREET, 15TH FLOOR

(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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Group President - SAO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/26/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	10/26/2026		G		470	D	$0	3,020.9137	D⁽¹⁾
Common Stock								2,162	I⁽¹⁾	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. On October 26, 2026, the reporting person transferred 470 shares of Carpenter Technology Corporation common stock to the Steven & Kathryn Jennings Trust dated April 13, 2020, for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.

	Steven Joseph Jennings	10/28/2026
	** 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)

Source: View Original Filing on SEC EDGAR