person · Reporting owner
Sergesketter Michael K.
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | EVP, CFO, and Treasurer | September 11, 2023 | September 15, 2023 |
| Kimball Electronics, Inc.KE · Entity 2738 | Vice President | August 24, 2020 | August 26, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Inogen Inc
Report date September 11, 2023 · Filed September 15, 2023
This filing explicitly reported no securities owned.
Kimball Electronics, Inc.
Report date August 24, 2020 · Filed August 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,990 |
Ending reported balance
After 2020-08-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-08-24 · Grant · Acquired 10,695 · Balance 91,068 F1: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 31, 2020, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2020 grant date set by the Committee. Row 2 · 2020-08-24 · Tax withholding · Disposed 3,078 · Balance 87,990 F2: Shares withheld to satisfy tax obligations. |
| Common StockSEC Table I · non-derivative | IndirectRetirement Fund | 5,371 |
Reported balance
Holding disclosure · report date 2020-08-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,371 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 31, 2020, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2020 grant date set by the Committee.
F2: Shares withheld to satisfy tax obligations.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2020 Filed Aug 26, 2020 16:56 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,078 | $13.57 | $41,768.46 |
DisclosureSEC source: 0001606757-20-000028 · wf-form4_159846099444088.xml · nonDerivative · entry 2 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,990 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 16:56 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 10,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-20-000028 · wf-form4_159846099444088.xml · nonDerivative · entry 1 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,068 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 31, 2020, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2020 grant date set by the Committee. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:06 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,697 | $14.63 | $54,087.11 |
DisclosureSEC source: 0001606757-19-000030 · wf-form4_156641799407756.xml · nonDerivative · entry 2 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,373 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:06 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 12,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-19-000030 · wf-form4_156641799407756.xml · nonDerivative · entry 1 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,070 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 30, 2019, subject to the Reporting Person's continued employment with the Issuer on the August 19, 2019 grant date set by the Committee. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 19:57 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 4,273 | $19.85 | $84,819.05 |
DisclosureSEC source: 0001606757-18-000047 · wf-form4_153496780732483.xml · nonDerivative · entry 2 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,136 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 19:57 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 14,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-18-000047 · wf-form4_153496780732483.xml · nonDerivative · entry 1 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,409 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 31, 2018, subject to the Reporting Person's continued employment with the Issuer on the August 20, 2018 grant date set by the Committee. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 18:58 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 4,288 | $18.43 | $79,027.84 |
DisclosureSEC source: 0001606757-17-000040 · wf-form4_150351470455607.xml · nonDerivative · entry 2 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,461 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 18:58 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 13,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-17-000040 · wf-form4_150351470455607.xml · nonDerivative · entry 1 Sergesketter Michael K. · CIK 0001620561 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,749 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on August 3, 2017, subject to the Reporting Person's continued employment with the Issuer on the August 21, 2017 grant date set by the Committee. 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.