Form 4: Carpenter Tech Exec's Stock Holdings Update

A Carpenter Technology Corporation executive reported changes in common stock holdings, including the vesting and grant of restricted stock units.

Summary

• James D. Dee, SVP, General Counsel & Secretary of Carpenter Technology Corporation, reported changes in his beneficial ownership of common stock.
• On August 15, 2025, Mr. Dee disposed of 2,614 shares of common stock at a price of $243.16 per share. This disposition was for tax withholding purposes in connection with the vesting of previously reported restricted stock units.
• Following this disposition, Mr. Dee's beneficial ownership was 87,882.06 shares.
• On the same date, Mr. Dee was granted 1,646 restricted stock units under the Carpenter Technology Corporation Stock-Based Incentive Compensation Plan for Officers and Key Employees.
• After the acquisition of these restricted stock units, Mr. Dee's total beneficial ownership of common stock increased to 89,528.06 shares.

Sentiment

Score: 7

Explanation: The sentiment is moderately positive due to the grant of new restricted stock units to a key executive, which aligns their interests with the company's performance. The disposition of shares was a standard tax-related event, not indicative of negative sentiment.

Positives

• The grant of 1,646 restricted stock units to a senior executive aligns management interests with shareholder value and indicates ongoing incentive compensation.
• The executive's overall beneficial ownership of common stock increased to 89,528.06 shares following the reported transactions, demonstrating continued stake in the company.

Negatives

• No significant negative points were identified; the disposition of shares was for tax withholding purposes related to RSU vesting, which is a routine event.

Future Outlook

NA

Industry Context

This is a routine insider transaction report and does not provide broader industry context or trends.

Stakeholder Impact

• Shareholders: The grant of restricted stock units to a senior executive aligns management incentives with shareholder value, potentially benefiting long-term performance.
• Employees: The filing details executive compensation practices, which can influence broader employee incentive structures.

Key Dates

Keywords

Carpenter Technology, CRS, Insider Transaction, Form 4, Executive Compensation, Restricted Stock Units, Stock Ownership