Welcome to our dedicated page for Carpenter Technology SEC filings (Ticker: CRS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Carpenter Technology Corporation (NYSE: CRS) SEC filings page provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. As a NYSE-listed issuer of common stock with a $5 par value, Carpenter Technology submits annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K, proxy statements on Schedule 14A and other required filings.
Carpenter Technology’s Form 8-K filings illustrate how the company reports material events to the market. Recent 8-Ks have disclosed the pricing and closing of a private offering of $700.0 million aggregate principal amount of 5.625% senior notes due 2034, the related indenture with U.S. Bank Trust Company, National Association, and an amended and restated credit agreement that increased revolving commitments and extended the facility’s maturity. Other 8-Ks furnish or announce quarterly and annual earnings releases, earnings call slide decks, and results of stockholder votes at the annual meeting.
The company’s definitive proxy statement on Schedule 14A details its corporate governance, executive compensation programs, and strategic focus areas, including its emphasis on aerospace and defense, medical, energy, transportation, and industrial and consumer end-use markets. Proxy materials also describe its strategy around technology development, operational excellence, strategic marketing and talent engagement.
Through this filings page, users can review Carpenter Technology’s historical and ongoing disclosures, including information on its debt structure, credit facilities, dividends, share repurchase program, and board and management changes. Stock Titan supplements these documents with AI-powered summaries that highlight key terms, covenants and risk factors, helping readers interpret complex items such as indenture provisions, credit agreement amendments, and forward-looking statement disclosures without replacing the full text of the original filings.
Carpenter Technology Corporation is reorganizing its leadership and board structure. The Board expanded from 11 to 12 directors and appointed Brian J. Malloy as a Class III director effective July 1, 2026, with a term running to the 2028 annual meeting.
On the same date, Malloy, currently President and Chief Operating Officer, will become President and Chief Executive Officer, while current CEO Tony R. Thene will become Executive Chairman of the Board. Malloy’s new role includes a $1,000,000 base salary, a target cash bonus of 125% of salary for the fiscal year ending June 30, 2027, and an annual equity award with a grant date fair value of $4,500,000.
Thene’s Executive Chairman role carries a $1,000,000 base salary, a target cash bonus of 100% of salary, and an annual equity award valued at $2,000,000 for the same fiscal year. Both executives remain eligible for the company’s deferred compensation, severance and other benefit plans, and the filing notes Malloy has no related-party transactions or family relationships requiring additional disclosure.
Carpenter Technology Corporation director Julie A. Beck received a grant of 52.33 Director Stock Units on March 31, 2026. These units were awarded under the company’s Stock-Based Compensation Plan for Non-Employee Directors and convert into common stock on a 1-for-1 basis.
Following this grant, Beck holds a total of 1,008.68 Director Stock Units. The award includes dividend equivalents that had not been previously reported and is payable upon the later of separation of service or a specified date or event.
Carpenter Technology Corporation director Charles Douglas McLane Jr. received a grant of 68.18 Director Stock Units on common stock. These restricted stock units were awarded under the Carpenter Technology Stock-Based Compensation Plan for Non-Employee Directors as part of his board compensation.
The units convert into common stock on a 1-for-1 basis and are payable upon the later of his separation from service or a specified date or event. Following this award, he holds a total of 25,187.09 Director Stock Units, which include dividend equivalents not previously reported.
The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A reporting zero beneficial ownership of Carpenter Technology Corp common stock. The filing states 0 shares beneficially owned and 0% of the class and explains Vanguard's internal realignment and disaggregation of certain subsidiaries' holdings.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Carpenter Technology Corp senior vice president, general counsel and secretary James D. Dee reported selling a total of 15,800 shares of common stock in open-market transactions. The sales occurred on February 24, 2026 in three blocks at weighted average prices around $391–$393 per share, executed through multiple individual trades within stated price ranges. After these sales, Dee directly owns 73,739.47 shares, which include shares acquired through the company’s Dividend Reinvestment Program.
Carpenter Technology director Steven E. Karol reported selling a total of 6,500 shares of common stock. He sold 3,000 shares in a direct open-market sale at $380.00 per share and 3,500 shares in an indirect open-market sale at an average price of $381.1227 per share, held by affiliates of the reporting person. After these transactions, he directly owned 177,000 shares and indirectly owned 225,381 shares. A footnote explains that the $381.1227 figure is an average price, with individual trades between $381.04 and $381.18 per share.
Carpenter Technology Corporation announced a planned leadership transition. Tony R. Thene will resign as Chief Executive Officer effective July 1, 2026 and become Executive Chairman of the Board on that date, continuing to guide strategy and key stakeholder relationships.
The Board appointed Brian Malloy, currently President and Chief Operating Officer, to serve as President and Chief Executive Officer effective the same date. The company states that Malloy has no disclosable family relationships or related-party transactions requiring Item 404(a) disclosure. A press release with further background and commentary from Thene, Malloy, and the Lead Independent Director is furnished as an exhibit.