Matthew K. Petterson - 01 Sep 2023 Form 3 Insider Report for KAMAN Corp

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
3
Accepted by SEC
01 Sep 2023, 13:45:26 UTC
Next SEC filing
21 Feb 2024
Source filing
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Reporting owner 1 detail
Reporting owner signature
/s/ Matthew K. Petterson

Key filing fact

Matthew K. Petterson filed Form 3 for KAMAN Corp on 01 Sep 2023.

Key facts

  • This page summarizes Matthew K. Petterson's Form 3 filing for KAMAN Corp.
  • 0 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 01 Sep 2023, 13:45.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

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Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

KAMN holding

Kaman Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,972
Date
01 Sep 2023
Ownership
Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

KAMN holding Derivative

Performance-Based Restricted Stock Unit

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Sep 2023
Ownership
Direct
Underlying class
Kaman Common Stock
Underlying amount
505
Exercise price
$0.000000
Footnotes
F1
KAMN holding Derivative

Performance-Based Restricted Stock Unit

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Sep 2023
Ownership
Direct
Underlying class
Kaman Common Stock
Underlying amount
815
Exercise price
$0.000000
Footnotes
F2
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Represents performance-based restricted share units ("PSUs") granted under the Amended and Restated Kaman Corporation 2013 Management Incentive Plan, a Rule 16b-3 qualified plan. Each PSU represents a contingent right to receive one share of the common stock, par value $1.00 per share, of the Company. The number of PSUs that may be earned is between 0% and 200% of the target number of PSUs and shall vest based on ROIC and relative TSR performance over the three-year performance period ending on December 31, 2024. The indicated number of PSUs assumes 100% vesting at target. The actual number of shares issued in settlement of the PSUs may be more or less than the indicated number.

Footnote F2

Represents PSUs granted under the Amended and Restated Kaman Corporation 2013 Management Incentive Plan, a Rule 16b-3 qualified plan. Each PSU represents a contingent right to receive one share of the common stock, par value $1.00 per share, of the Company. The number of PSUs that may be earned is between 0% and 200% of the target number of PSUs and shall vest based on ROIC and relative TSR performance over the three-year performance period ending on December 31, 2025. The indicated number of PSUs assumes 100% vesting at target. The actual number of shares issued in settlement of the PSUs may be more or less than the indicated number.

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