Tapewire

Nasdaq · USD

KE

Kimball Electronics, Inc.

Export transactions ↓
Tapewire entity
2738
SEC CIK
0001606757
Parsed reports
220

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 15, 2024 Filed Nov 19, 2024 15:30 UTC GrantPhantom Stock units · Derivative 11,001 $19.09 $210,009.09
Disclosure

SEC source: 0001606757-24-000061 · wk-form4_1732030245.xml · derivative · entry 1

Vadaketh Tom George · CIK 0001694891 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,705

Underlying: Common Stock · 11,001 shares

Expires not disclosed

F1 · security: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.exercise_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.expiration_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 15:26 UTC GrantCommon Stock 6,548 $19.09 $125,001.32
Disclosure

SEC source: 0001606757-24-000059 · wk-form4_1732029960.xml · nonDerivative · entry 1

Holcomb Michele · CIK 0001694167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,548

F1 · kind: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan

Read SEC document
November 15, 2024 Filed Nov 19, 2024 10:42 UTC GrantPhantom Stock units · Derivative 10,739 $19.09 $205,007.51
Disclosure

SEC source: 0001606757-24-000065 · wk-form4_1732030916.xml · derivative · entry 2

Repplier Colleen C · CIK 0001620824 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,169

Underlying: Common Stock · 10,739 shares

Expires not disclosed

F1 · security: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.exercise_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.expiration_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 17:28 UTC GrantCommon Stock 6,548 $19.09 $125,001.32
Disclosure

SEC source: 0001606757-24-000071 · wk-form4_1732037307.xml · nonDerivative · entry 1

PHILLIPPY ROBERT J · CIK 0001213190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,501

F1 · kind: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan

Read SEC document
November 15, 2024 Filed Nov 19, 2024 15:50 UTC GrantPhantom Stock units · Derivative 6,548 $19.09 $125,001.32
Disclosure

SEC source: 0001606757-24-000069 · wk-form4_1732031447.xml · derivative · entry 1

THAXTON GREGORY A · CIK 0001340479 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,031

Underlying: Common Stock · 6,548 shares

Expires not disclosed

F1 · security: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.exercise_price: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.exercise_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

F1 · derivative.expiration_date: Each Phantom Stock unit is the economic equivalent of one share of common stock. Such units of Phantom Stock were acquired under the Kimball Electronics, Inc. Non-Employee Directors Stock Compensation Deferral Plan. The units of Phantom Stock become payable in common stock at the date the reporting person incurs a termination, or, if earlier, the date the reporting person dies or suffers a severe financial hardship.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 15:46 UTC GrantCommon Stock 6,548 $19.09 $125,001.32
Disclosure

SEC source: 0001606757-24-000067 · wk-form4_1732031163.xml · nonDerivative · entry 1

Lampert Gregory J. · CIK 0001415196 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,051

F1 · kind: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan

Read SEC document
November 15, 2024 Filed Nov 19, 2024 15:35 UTC GrantCommon Stock 6,548 $19.09 $125,001.32
Disclosure

SEC source: 0001606757-24-000063 · wk-form4_1732030504.xml · nonDerivative · entry 1

Van Deursen Holly · CIK 0001414921 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,886

F1 · kind: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan

Read SEC document
September 05, 2024 Filed Sep 9, 2024 19:19 UTC
Korn Steven TChief Operating Officer
GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000042 · wk-form4_1725909574.xml · nonDerivative · entry 2

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,100

F2 · shares: Gifted shares to charitable education organization.

Read SEC document
September 05, 2024 Filed Sep 9, 2024 19:19 UTC
Korn Steven TChief Operating Officer
GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000042 · wk-form4_1725909574.xml · nonDerivative · entry 1

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,100

F1 · shares: Gifted shares to charitable organization.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:03 UTC
DeLorenzo Jessica LVice President
GrantRestricted Shares · Derivative 7,669 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000036 · wk-form4_1725390211.xml · derivative · entry 5

DeLorenzo Jessica L · CIK 0001750651 · Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,521

Underlying: Common Stock · 7,669 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (2,557 shares), August 2026 (2,556 shares), and August 2027 (2,556 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (5,034 shares), August 2026 (3,931 shares), and August 2027 (2,556 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:03 UTC
DeLorenzo Jessica LVice President
Exercise / conversionRestricted Shares · Derivative 2,476 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000036 · wk-form4_1725390211.xml · derivative · entry 4

DeLorenzo Jessica L · CIK 0001750651 · Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,852

Underlying: Common Stock · 2,476 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (2,476 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (2,476 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:03 UTC
DeLorenzo Jessica LVice President
Tax withholdingCommon Stock 3,815 $18.58 $70,882.70
Disclosure

SEC source: 0001606757-24-000036 · wk-form4_1725390211.xml · nonDerivative · entry 3

DeLorenzo Jessica L · CIK 0001750651 · Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,508

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:03 UTC
DeLorenzo Jessica LVice President
GrantCommon Stock 6,277 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000036 · wk-form4_1725390211.xml · nonDerivative · entry 2

DeLorenzo Jessica L · CIK 0001750651 · Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,323

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:03 UTC
DeLorenzo Jessica LVice President
Exercise / conversionCommon Stock 2,476 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000036 · wk-form4_1725390211.xml · nonDerivative · entry 1

DeLorenzo Jessica L · CIK 0001750651 · Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,046

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:44 UTC
Thomson Kathy RChief Commercial Officer
GrantRestricted Shares · Derivative 12,699 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000028 · wk-form4_1725389046.xml · derivative · entry 5

Thomson Kathy R · CIK 0001750840 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,679

Underlying: Common Stock · 12,699 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (4,233 shares), August 2026 (4,233 shares), and August 2027 (4,233 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (6,654 shares), August 2026 (5,792 shares), and August 2027 (4,233 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:44 UTC
Thomson Kathy RChief Commercial Officer
Exercise / conversionRestricted Shares · Derivative 2,421 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000028 · wk-form4_1725389046.xml · derivative · entry 4

Thomson Kathy R · CIK 0001750840 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,980

Underlying: Common Stock · 2,421 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (2,421 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (2,421 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:44 UTC
Thomson Kathy RChief Commercial Officer
Tax withholdingCommon Stock 4,791 $18.58 $89,016.78
Disclosure

SEC source: 0001606757-24-000028 · wk-form4_1725389046.xml · nonDerivative · entry 3

Thomson Kathy R · CIK 0001750840 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,505

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:44 UTC
Thomson Kathy RChief Commercial Officer
GrantCommon Stock 7,793 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000028 · wk-form4_1725389046.xml · nonDerivative · entry 2

Thomson Kathy R · CIK 0001750840 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,296

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:44 UTC
Thomson Kathy RChief Commercial Officer
Exercise / conversionCommon Stock 2,421 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000028 · wk-form4_1725389046.xml · nonDerivative · entry 1

Thomson Kathy R · CIK 0001750840 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,503

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:58 UTC
Hass DouglasCL&CO, Secretary
GrantRestricted Shares · Derivative 9,562 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000034 · wk-form4_1725389907.xml · derivative · entry 5

Hass Douglas · CIK 0001690109 · CL&CO, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,723

Underlying: Common Stock · 9,562 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (3,188 shares), August 2026 (3,187 shares), and August 2027 (3,187 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (5,974 shares), August 2026 (4,562 shares), and August 2027 (3,187 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:58 UTC
Hass DouglasCL&CO, Secretary
Exercise / conversionRestricted Shares · Derivative 2,785 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000034 · wk-form4_1725389907.xml · derivative · entry 4

Hass Douglas · CIK 0001690109 · CL&CO, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,161

Underlying: Common Stock · 2,785 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (2,785 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (2,785 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:58 UTC
Hass DouglasCL&CO, Secretary
Tax withholdingCommon Stock 3,471 $18.58 $64,491.18
Disclosure

SEC source: 0001606757-24-000034 · wk-form4_1725389907.xml · nonDerivative · entry 3

Hass Douglas · CIK 0001690109 · CL&CO, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,343

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:58 UTC
Hass DouglasCL&CO, Secretary
GrantCommon Stock 5,223 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000034 · wk-form4_1725389907.xml · nonDerivative · entry 2

Hass Douglas · CIK 0001690109 · CL&CO, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,814

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:58 UTC
Hass DouglasCL&CO, Secretary
Exercise / conversionCommon Stock 2,785 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000034 · wk-form4_1725389907.xml · nonDerivative · entry 1

Hass Douglas · CIK 0001690109 · CL&CO, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,591

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:54 UTC
Korn Steven TChief Operating Officer
GrantRestricted Shares · Derivative 20,319 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000032 · wk-form4_1725389637.xml · derivative · entry 6

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,957

Underlying: Common Stock · 20,319 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (6,773 shares), August 2026 (6,773 shares), and August 2027 (6,773 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (11,762 shares), August 2026 (17,851 shares), August 2027 (14,558 shares), and August 2028 (7,786 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:54 UTC
Korn Steven TChief Operating Officer
Exercise / conversionRestricted Shares · Derivative 4,989 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000032 · wk-form4_1725389637.xml · derivative · entry 5

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,638

Underlying: Common Stock · 4,989 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vest on 8/29/2024 (4,989 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vest on 8/29/2024 (4,989 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:54 UTC
Korn Steven TChief Operating Officer
Tax withholdingCommon Stock 9,404 $18.58 $174,726.32
Disclosure

SEC source: 0001606757-24-000032 · wk-form4_1725389637.xml · nonDerivative · entry 3

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,100

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:54 UTC
Korn Steven TChief Operating Officer
GrantCommon Stock 16,623 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000032 · wk-form4_1725389637.xml · nonDerivative · entry 2

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,504

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:54 UTC
Korn Steven TChief Operating Officer
Exercise / conversionCommon Stock 4,989 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000032 · wk-form4_1725389637.xml · nonDerivative · entry 1

Korn Steven T · CIK 0001620769 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,881

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:11 UTC
Baumann Adam MChief Accounting Officer
GrantRestricted Shares · Derivative 2,540 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · derivative · entry 6

Baumann Adam M · CIK 0001848130 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,593

Underlying: Common Stock · 2,540 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (847 shares), August 2026 (847 shares), and August 2027 (846 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (1,561 shares), August 2026 (1,186 shares), and August 2027 (846 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:11 UTC
Baumann Adam MChief Accounting Officer
Exercise / conversionRestricted Shares · Derivative 714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · derivative · entry 5

Baumann Adam M · CIK 0001848130 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,053

Underlying: Common Stock · 714 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (714 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (714 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:11 UTC
Baumann Adam MChief Accounting Officer
Tax withholdingCommon Stock 1,293 $18.58 $24,023.94
Disclosure

SEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · nonDerivative · entry 3

Baumann Adam M · CIK 0001848130 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,141

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:11 UTC
Baumann Adam MChief Accounting Officer
GrantCommon Stock 2,419 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · nonDerivative · entry 2

Baumann Adam M · CIK 0001848130 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,434

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:11 UTC
Baumann Adam MChief Accounting Officer
Exercise / conversionCommon Stock 714 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · nonDerivative · entry 1

Baumann Adam M · CIK 0001848130 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,015

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:07 UTC GrantRestricted Shares · Derivative 19,124 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000038 · wk-form4_1725390466.xml · derivative · entry 5

Croom Jana T · CIK 0001840657 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,959

Underlying: Common Stock · 19,124 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (6,375 shares), August 2026 (6,375 shares), and August 2027 (6,374 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (11,091 shares), August 2026 (9,494 shares), and August 2027 (6,374 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:07 UTC Exercise / conversionRestricted Shares · Derivative 4,717 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000038 · wk-form4_1725390466.xml · derivative · entry 4

Croom Jana T · CIK 0001840657 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,835

Underlying: Common Stock · 4,717 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (4,717 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (4,717 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:07 UTC Tax withholdingCommon Stock 7,682 $18.58 $142,731.56
Disclosure

SEC source: 0001606757-24-000038 · wk-form4_1725390466.xml · nonDerivative · entry 3

Croom Jana T · CIK 0001840657 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,977

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:07 UTC GrantCommon Stock 11,718 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000038 · wk-form4_1725390466.xml · nonDerivative · entry 2

Croom Jana T · CIK 0001840657 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,659

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 19:07 UTC Exercise / conversionCommon Stock 4,717 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000038 · wk-form4_1725390466.xml · nonDerivative · entry 1

Croom Jana T · CIK 0001840657 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,941

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:49 UTC
Phillips Richard DDirector · CEO and Director
GrantRestricted Shares · Derivative 54,183 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · derivative · entry 4

Phillips Richard D · CIK 0001568163 · Director · CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,020

Underlying: Common Stock · 54,183 shares

Expires not disclosed

F5 · price: Not Applicable.

F3 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (18,061 shares), August 2026 (18,061 shares), and August 2027 (18,061 shares).

F4 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F6 · balance_after: Represents cumulative Restricted Shares that vest January 2025 (7,672 shares), August 2025 (24,307 shares), January 2026 (7,673 shares), August 2026 (24,307 shares), and August 2027 (18,061 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:49 UTC
Phillips Richard DDirector · CEO and Director
Exercise / conversionRestricted Shares · Derivative 6,246 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · derivative · entry 3

Phillips Richard D · CIK 0001568163 · Director · CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,837

Underlying: Common Stock · 6,246 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (6,246 shares).

F2 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (6,246 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:49 UTC
Phillips Richard DDirector · CEO and Director
Tax withholdingCommon Stock 2,649 $18.58 $49,218.42
Disclosure

SEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · nonDerivative · entry 2

Phillips Richard D · CIK 0001568163 · Director · CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,811

F1 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:49 UTC
Phillips Richard DDirector · CEO and Director
Exercise / conversionCommon Stock 6,246 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · nonDerivative · entry 1

Phillips Richard D · CIK 0001568163 · Director · CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,460

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:37 UTC GrantRestricted Shares · Derivative 7,171 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · derivative · entry 5

Wells Isabel S · CIK 0001925192 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,168

Underlying: Common Stock · 7,171 shares

Expires not disclosed

F6 · price: Not Applicable.

F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (2,391 shares), August 2026 (2,390 shares), and August 2027 (2,390 shares).

F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.

F7 · balance_after: Represents cumulative Restricted Shares that vest August 2025 (5,013 shares), August 2026 (3,765 shares), and August 2027 (2,390 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:37 UTC Exercise / conversionRestricted Shares · Derivative 2,622 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · derivative · entry 4

Wells Isabel S · CIK 0001925192 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,997

Underlying: Common Stock · 2,622 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Represents Restricted Shares granted in a prior year that vested on 8/29/2024 (2,622 shares).

F3 · derivative.expiration_date: Represents Restricted Shares granted in a prior year that vested on 8/29/2024 (2,622 shares).

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:37 UTC Tax withholdingCommon Stock 4,281 $18.58 $79,540.98
Disclosure

SEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · nonDerivative · entry 3

Wells Isabel S · CIK 0001925192 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,796

F2 · kind: Shares withheld to satisfy tax obligations.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:37 UTC GrantCommon Stock 5,218 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · nonDerivative · entry 2

Wells Isabel S · CIK 0001925192 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,077

F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024.

Read SEC document
August 29, 2024 Filed Sep 3, 2024 18:37 UTC Exercise / conversionCommon Stock 2,622 $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · nonDerivative · entry 1

Wells Isabel S · CIK 0001925192 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,859

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 18, 2024 Filed Jan 22, 2024 20:14 UTC
Phillips Richard DDirector · CEO and Director
Exercise / conversionRestricted Shares · Derivative 7,672 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001606757-24-000004 · wk-form4_1705954436.xml · derivative · entry 3

Phillips Richard D · CIK 0001568163 · Director · CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,083

Underlying: Common Stock · 7,672 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Represents Restricted Shares granted in prior years that have become fully vested.

F2 · derivative.expiration_date: Represents Restricted Shares granted in prior years that have become fully vested.

Read SEC document
January 18, 2024 Filed Jan 22, 2024 20:14 UTC
Phillips Richard DDirector · CEO and Director
Tax withholdingCommon Stock 3,458 $25.50 $88,170.36
Disclosure

SEC source: 0001606757-24-000004 · wk-form4_1705954436.xml · nonDerivative · entry 2

Phillips Richard D · CIK 0001568163 · Director · CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,214

F1 · kind: Shares withheld to satisfy tax obligations.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.