Wellington Amends Trimas Corp Stake, Passive Investment Update

Ticker: TRS · Form: SC 13G/A · Filed: Feb 8, 2024 · CIK: 842633

Trimas Corp SC 13G/A Filing Summary
FieldDetail
CompanyTrimas Corp (TRS)
Form TypeSC 13G/A
Filed DateFeb 8, 2024
Risk Levellow
Pages7
Reading Time8 min
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: institutional-ownership, amendment, passive-investment

TL;DR

**Wellington Management just updated their Trimas Corp stake, keep an eye on institutional sentiment.**

AI Summary

Wellington Management Group LLP, a Boston-based investment firm, filed an amended SC 13G/A on February 8, 2024, indicating a change in their ownership of TRIMAS CORPORATION's common stock as of December 29, 2023. This filing, Amendment No. 9, updates their previous disclosures regarding their passive investment in the metal forging and stampings company. This matters to investors because it provides transparency into significant institutional holdings, which can influence stock stability and investor confidence.

Why It Matters

Changes in large institutional holdings can signal shifts in investor sentiment or strategy, potentially impacting stock price and liquidity for TRIMAS CORP shareholders.

Risk Assessment

Risk Level: low — This filing is a routine update from a passive investor and does not indicate any immediate, significant risk to the company or its stock.

Analyst Insight

A smart investor would note this routine update from a major institutional holder and consider it as part of their broader due diligence on TRIMAS CORP, without overreacting to the filing itself, as it's a passive investment update.

Key Players & Entities

  • Wellington Management Group LLP (company) — the reporting person filing the SC 13G/A
  • TRIMAS CORPORATION (company) — the subject company whose securities are being reported
  • December 29, 2023 (date) — the date of the event requiring the filing
  • February 8, 2024 (date) — the filing date of the SC 13G/A
  • Amendment No. 9 (number) — the specific amendment number of this filing

FAQ

What type of filing is this document and what does it signify?

This is an SC 13G/A filing, which is an amendment to a Schedule 13G. It signifies that Wellington Management Group LLP is updating its previously reported beneficial ownership of TRIMAS CORPORATION's common stock, indicating a change in their passive investment position.

Who is the reporting person in this filing, and what is their place of organization?

The reporting person is Wellington Management Group LLP, and their place of organization is Massachusetts, as stated on the cover page of the filing.

What is the CUSIP number for the class of securities reported in this filing?

The CUSIP number for the Common Stock of TRIMAS CORPORATION is 896215209, as specified on the cover page of the Schedule 13G.

What was the date of the event that triggered this filing?

The date of the event which required the filing of this statement was December 29, 2023, as indicated on the cover page.

Under which rule of the Securities Exchange Act of 1934 is this Schedule 13G/A filed?

This Schedule 13G/A is filed under Rule 13d-1(b) of the Securities Exchange Act of 1934, as marked with an 'X' on the cover page.

Filing Stats: 1,963 words · 8 min read · ~7 pages · Grade level 9.9 · Accepted 2024-02-08 10:24:12

Filing Documents

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 9 ) * TRIMAS CORPORATION (Name of Issuer) Common Stock (Title of Class of Securities) 896215209 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 896215209 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 2,355,142 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 2,393,786 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,393,786 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.78% 12. TYPE OF REPORTING PERSON HC CUSIP No. 896215209 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 2,355,142 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 2,393,786 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,393,786 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.78% 12. TYPE OF REPORTING PERSON HC CUSIP No. 896215209 1. NAMES OF REPORTING PERSONS Wellington Investment Advisors Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 2,355,142 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 2,393,786 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,393,786 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.78% 12. TYPE OF REPORTING PERSON HC CUSIP No. 896215209 1. NAMES OF REPORTING PERSONS Wellington Management Company LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 2,292,402 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 2,331,046 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,331,046 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.63% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer TRIMAS CORPORATION (b) Address of Issuer's Principal Executive Offices 38505 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Item 2. (a) Name of Person Filing Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP (b) Address of Principal Business Office or, if None, Residence c/o Wellington Management Company LLP 280 Congress Street Boston, MA 02210 (c) Citizenship Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware (d) Title of Class of Securities Common Stock (e) CUSIP Number 896215209 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defin

View Full Filing

View this SC 13G/A filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.