Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | Director · CHAIRMAN AND CEO | 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 | 442,532 |
Ending reported balance
After 2022-08-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-08-19 · Grant · Acquired 54,514 · Balance 466,399 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 23,867 · Balance 442,532 F2: Shares withheld to satisfy tax obligations. |
| Common StockSEC Table I · non-derivative | IndirectRetirement Fund | 85,355 |
Reported balance
Holding disclosure · report date 2022-08-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 85,355 |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,883 |
Reported balance
Holding disclosure · report date 2022-08-19 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 15,883 F3: Represents Restricted Shares that vest in August 2023 (5,294 shares), August 2024 (5,294 shares), and August 2025 (5,295 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 (5,294 shares), August 2024 (5,294 shares), and August 2025 (5,295 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 18:06 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 23,867 | $23.45 | $559,561.82 |
DisclosureSEC source: 0001606757-22-000024 · wf-form4_166129238571817.xml · nonDerivative · entry 2 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,532 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 18:06 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 54,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-22-000024 · wf-form4_166129238571817.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,399 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 14:58 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 26,253 | $23.36 | $613,138.82 |
DisclosureSEC source: 0001606757-21-000069 · wf-form4_163000425099938.xml · nonDerivative · entry 2 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,885 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 14:58 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 69,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-21-000069 · wf-form4_163000425099938.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,138 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 13:56 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 15,336 | $13.57 | $208,109.52 |
DisclosureSEC source: 0001606757-20-000044 · wf-form4_159846457229130.xml · nonDerivative · entry 2 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,001 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 13:56 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 53,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-20-000044 · wf-form4_159846457229130.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,337 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 |
| March 12, 2020 Filed Mar 16, 2020 14:35 UTC | Kimball Electronics, Inc. KE · Entity 2738 | OtherCommon Stock | 44,525 | $10.55 | $469,738.75 |
DisclosureSEC source: 0001606757-20-000011 · wf-form4_158438369103936.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Retirement Fund Disclosed balance after: 81,034 F1 · shares: Exchanged other funds to the stock fund in his retirement plan. F2 · balance_after: Includes 1,242 shares acquired under KE's stock plan since the date of the reporting person's last ownership report. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 16:29 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 21,568 | $14.63 | $315,539.84 |
DisclosureSEC source: 0001606757-19-000036 · wf-form4_156641938131573.xml · nonDerivative · entry 2 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,049 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 16:29 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 65,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-19-000036 · wf-form4_156641938131573.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,617 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 15:10 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 27,700 | $19.85 | $549,845.00 |
DisclosureSEC source: 0001606757-18-000037 · wf-form4_153496503324969.xml · nonDerivative · entry 2 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,925 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 15:10 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 74,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-18-000037 · wf-form4_153496503324969.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,625 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 14:38 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 25,801 | $18.43 | $475,512.43 |
DisclosureSEC source: 0001606757-17-000036 · wf-form4_150351351208680.xml · nonDerivative · entry 2 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,274 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 14:38 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 67,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-17-000036 · wf-form4_150351351208680.xml · nonDerivative · entry 1 CHARRON DONALD D · CIK 0001088387 · Director · CHAIRMAN AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,075 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.