Key facts
- This page summarizes Megan A. Morgan's Form 4 filing for KAMAN Corp.
- 1 reported transaction and 5 derivative rows are listed below.
- Accepted by SEC: 04 Mar 2024, 18:53.
Megan A. Morgan - 01 Mar 2024 Form 4 Insider Report for KAMAN Corp
- Reporting relationship
- VP-HR & CHRO
- Issuer ticker
- N/A
- Reported as of
- 01 Mar 2024
- Net transaction value
- -$23,409
- SEC form
- 4
- Accepted by SEC
- 04 Mar 2024, 18:53:35 UTC
- Prior SEC filing
- 21 Feb 2024
- Next SEC filing
- 23 Apr 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Megan A. Morgan
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Megan A. Morgan filed Form 4 for KAMAN Corp on 04 Mar 2024.
Change
- Previous filing in this sequence was filed on 21 Feb 2024.
- Current net transaction value: -$23,409.
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
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
KAMN
transaction
Kaman Common Stock
Tax liability
- Transaction value
- $23,409
- Shares
- -511
- Change %
- -3.3%
- Price
- $45.81
- Shares after
- 14,982
- Date
- 01 Mar 2024
- Ownership
- Direct
- Footnotes
- F1
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
- 2,030
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Kaman Common Stock
- Underlying amount
- 2,030
- Exercise price
- $0.000000
- Footnotes
- F2
KAMN
holding
Derivative
Performance-Based Restricted Stock Unit
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 5,125
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Kaman Common Stock
- Underlying amount
- 5,125
- Exercise price
- $0.000000
- Footnotes
- F3
KAMN
holding
Derivative
Performance-Based Restricted Stock Unit
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,130
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Kaman Common Stock
- Underlying amount
- 3,130
- Exercise price
- $0.000000
- Footnotes
- F4
KAMN
holding
Derivative
Stock Options (Right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,980
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Kaman Common Stock
- Underlying amount
- 3,980
- Exercise price
- $64.48
- Footnotes
- F5
KAMN
holding
Derivative
Stock Options (Right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,680
- Date
- 01 Mar 2024
- Ownership
- Direct
- Underlying class
- Kaman Common Stock
- Underlying amount
- 3,680
- Exercise price
- $61.02
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Represents shares withheld from a vested restricted stock award to satisfy tax withholding obligations, as permitted by the Company's Amended and Restated 2013 Management Incentive Plan, a Rule 16b-3 qualified plan.
Footnote F2
Represents performance-based restricted share units ("PSUs") granted under the Kaman Corporation Second Amended and Restated 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, 2026. 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 F3
Represents PSUs granted under the Kaman Corporation Amended and Restated 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.
Footnote F4
Represents PSUs granted under the Kaman Corporation Amended and Restated 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 F5
Exercisable at the rate of 20% per year, generally beginning one year after grant date; expires ten (10) years after grant. All options are issued under the Corporation's 16b-3 qualified stock incentive plans. The Plans include a feature which permits the exercise price for an option to be paid by withholding a portion of the shares otherwise issuable upon exercise.