Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | Vice President | August 19, 2022 | August 23, 2022 |
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.
Kimball Electronics, Inc.
Report date August 19, 2022 · Filed August 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,122 |
Ending reported balance
After 2022-08-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-08-19 · Grant · Acquired 3,774 · Balance 12,764 F1: Reflects performance based shares issued 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 for fiscal year 2022. Row 2 · 2022-08-19 · Tax withholding · Disposed 1,642 · Balance 11,122 F2: Shares withheld to satisfy tax obligations. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,177 |
Reported balance
Holding disclosure · report date 2022-08-19 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,177 F3: Represents Restricted Shares that vest in August 2023 (726 shares), August 2024 (726 shares), and August 2025 (725 shares). F4: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects performance based shares issued 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 for fiscal year 2022.
F2: Shares withheld to satisfy tax obligations.
F3: Represents Restricted Shares that vest in August 2023 (726 shares), August 2024 (726 shares), and August 2025 (725 shares).
F4: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.
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 19, 2022 Filed Aug 23, 2022 18:16 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,642 | $23.45 | $38,496.69 |
DisclosureSEC source: 0001606757-22-000026 · wf-form4_166129294000704.xml · nonDerivative · entry 2 Kemper LeRoy W · CIK 0001816852 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,122 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 18:16 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 3,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-22-000026 · wf-form4_166129294000704.xml · nonDerivative · entry 1 Kemper LeRoy W · CIK 0001816852 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,764 F1 · shares: Reflects performance based shares issued 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 for fiscal year 2022. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 14:52 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,452 | $23.36 | $33,911.46 |
DisclosureSEC source: 0001606757-21-000067 · wf-form4_163000391900672.xml · nonDerivative · entry 2 Kemper LeRoy W · CIK 0001816852 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,990 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 14:52 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 4,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-21-000067 · wf-form4_163000391900672.xml · nonDerivative · entry 1 Kemper LeRoy W · CIK 0001816852 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,442 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, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 grant date set by the Committee. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 13:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,484 | $13.57 | $20,137.88 |
DisclosureSEC source: 0001606757-20-000038 · wf-form4_159846341656475.xml · nonDerivative · entry 2 Kemper LeRoy W · CIK 0001816852 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,581 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 13:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 4,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-20-000038 · wf-form4_159846341656475.xml · nonDerivative · entry 1 Kemper LeRoy W · CIK 0001816852 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,065 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.