Carpenter Technology CEO gets 17,216-share stock award
Carpenter Technology President and CEO Brian J. Malloy reported compensation-related equity activity.
Rhea-AI Filing Summary
Carpenter Technology President and CEO Brian J. Malloy reported compensation-related equity activity. On July 14, 2026 he received a 17,216-share performance-based restricted stock unit award linked to a performance period ending June 30, 2026. In connection with vesting, 7,905 shares of common stock were withheld at $576.87 per share to satisfy tax obligations, a non–open-market disposition. Following these transactions, he directly holds 88,193.3 shares of Carpenter Technology common stock, which includes shares acquired under the company’s Dividend Reinvestment Program.
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Insights
Analyzing...
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Malloy Brian J
Role
President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock F1, F2 | 17,216 | -- | -- |
| Exercise Price or Tax Liability | Common Stock F3, F2 | 7,905 | $576.87 | $4.56M |
Holdings After Transaction:
Common Stock — 88,193.3 shares (Direct)
Footnotes (3)
- F1. The reporting person was granted a performance-based restricted stock unit award with an effective grant date of August 15, 2023, and performance period ending June 30, 2026. The financial results were confirmed and approved on July 14, 2026, by the Audit/Finance Committee of Carpenter's Board of Directors and, on July 14, 2026, the Human Capital Management Committee of Carpenter's Board of Directors certified the achievement of the performance targets based on the approved financial results.
- F2. Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program.
- F3. In connection with the vesting of reported performance award under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees.
Key Figures
Tax-withheld shares: 7,905 shares
Tax-withholding share value: $576.87 per share
Performance award shares: 17,216 shares
+2 more
5 metrics
Tax-withheld shares
7,905 shares
Common shares withheld for tax obligations on July 14, 2026
Tax-withholding share value
$576.87 per share
Price used for the 7,905-share tax-withholding disposition
Performance award shares
17,216 shares
Performance-based restricted stock unit award reported on July 14, 2026
Shares after tax withholding
88,193.3 shares
Direct common stock holdings following the F-code tax-withholding transaction
Direct holdings after award
96,098.3 shares
Direct Carpenter Technology common stock held after the A-code award
Key Terms
performance-based restricted stock unit award, Dividend Reinvestment Program, Stock-Based Compensation Plan for Officers and Key Employees, vesting
4 terms
performance-based restricted stock unit award financial
"was granted a performance-based restricted stock unit award with an effective grant date"
A performance-based restricted stock unit award is a promise to give company shares to an employee or executive only if the business hits specific targets over a set period. Think of it as a conditional prize that vests like a savings plan: if agreed goals (such as revenue, profit, or stock performance) are met, the recipient receives the shares; if not, they get nothing. Investors pay attention because these awards align management incentives with company results and can affect share count, future earnings and executive behavior.
Dividend Reinvestment Program financial
"Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program."
A dividend reinvestment program lets investors automatically use cash dividends to buy more shares of the same company instead of taking the money as cash. Think of it like an automatic savings plan that turns small payouts into additional ownership, often including fractional shares, which can speed up compound growth and reduce the need for manual buying decisions — a convenience that can boost long-term returns for shareholders.
Stock-Based Compensation Plan for Officers and Key Employees financial
"under the Carpenter Technology Corporation Stock-Based Compensation Plan for Officers and Key Employees."
vesting financial
"In connection with the vesting of reported performance award under the Carpenter Technology"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Carpenter Technology (CRS) report for CEO Brian J. Malloy?
Brian J. Malloy reported a 17,216-share performance-based stock award and a related tax-withholding disposition of 7,905 shares on July 14, 2026. The withheld shares were used to satisfy tax obligations rather than sold in the open market.
What are Brian J. Malloy’s Carpenter Technology (CRS) holdings after these transactions?
After the reported award and tax withholding, Brian J. Malloy directly holds 96,098.3 shares of Carpenter Technology common stock. These holdings include shares accumulated through the company’s Dividend Reinvestment Program, as noted in the disclosure footnotes.
What performance period was used for the Carpenter Technology (CRS) CEO’s performance-based award?
The CEO’s performance-based restricted stock unit award has an effective grant date of August 15, 2023 with a performance period ending June 30, 2026. Financial results were confirmed and performance certification occurred on July 14, 2026 by Carpenter Technology board committees.
AI-generated analysis. How Rhea-AI works. Not financial advice.
