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Terex (TEX) HR SVP reports stock forfeiture and new performance share award

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

Rhea-AI Filing Summary

Terex Corp executive Amy George reported offsetting equity transactions in company stock. On February 27, 2026, she disposed of 1,150 shares of common stock in a transaction coded "D" as a disposition to the issuer, reflecting restricted shares forfeited under performance awards granted in 2023, 2024 and 2025.

On the same date she acquired 10 shares in a transaction coded "A" as a grant or award, representing performance shares earned from the company exceeding performance targets for the period ended December 31, 2025. Following these changes, she held 101,728 shares directly and 14 shares indirectly via a 401(k) plan, with totals including previously reported restricted stock units and dividend shares.

Positive

  • None.

Negative

  • None.
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*
GEORGE AMY

(Last) (First) (Middle)
C/O TEREX CORPORATION
301 MERRITT 7

(Street)
NORWALK CT 06851

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
TEREX CORP [ TEX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Senior V.P. Human Resources
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
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, $.01 par value 02/27/2026 D 1,150(1) D $0 101,718(2)(3) D
Common Stock, $.01 par value 02/27/2026 A 10(4) A $0 101,728(2)(3) D
Common Stock, $.01 par value 14 I 401(k) plan
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. Reflects shares of restricted stock forfeited by Ms. George pursuant to the terms of performance awards granted in 2023, 2024 and 2025.
2. Ownership includes shares received as a dividend.
3. Total includes previously reported restricted stock units.
4. Performance shares awarded pursuant to the terms of performance based awards granted in 2025 resulting from the Company's exceeding performance targets set out in such grant for the period ended December 31, 2025.
Remarks:
/s/Scott J. Posner, by power of attorney 03/03/2026
** 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.

FAQ

What insider transactions did Amy George report in Terex (TEX) stock?

Amy George reported a disposition of 1,150 Terex shares back to the issuer and an award of 10 performance shares. The disposition reflects forfeited restricted stock from earlier performance awards, while the new shares were granted after the company exceeded 2025 performance targets.

Were Amy George’s Terex (TEX) transactions open-market buys or sells?

The reported Terex transactions were not open-market buys or sells. One was a disposition to the issuer tied to forfeited restricted shares, and the other was a grant of performance-based shares, both reflecting compensation plan mechanics rather than trading decisions in the open market.

How many Terex (TEX) shares does Amy George hold after these Form 4 transactions?

After the reported transactions, Amy George directly holds 101,728 Terex common shares and indirectly holds 14 shares through a 401(k) plan. These totals also include previously reported restricted stock units and shares received as dividends under the company’s equity compensation programs.

Why were 1,150 Terex (TEX) shares forfeited by Amy George?

The 1,150 Terex shares were forfeited under the terms of performance awards granted in 2023, 2024 and 2025. Such forfeitures typically occur when award conditions are applied or adjusted, and here they are reported as a disposition of shares back to the issuer at no price.

What do the 10 performance shares awarded to Amy George in Terex (TEX) represent?

The 10 performance shares awarded to Amy George represent stock granted pursuant to performance-based awards from 2025. They resulted from Terex exceeding specified performance targets for the period ended December 31, 2025, and are recorded as a grant or award acquisition at zero price.
Terex Corp

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7.90B
111.84M
Farm & Heavy Construction Machinery
Industrial Trucks, Tractors, Trailers & Stackers
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United States
NORWALK