Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hillenbrand, Inc.HI · Entity 66702 | Sr VP Hillenbrand & Ops Model | December 05, 2019 | December 09, 2019 |
| STANDEX INTERNATIONAL CORP/DE/SXI · Entity 1314 | VP Operations & Supply Chain | September 03, 2021 | September 08, 2021 |
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.
Hillenbrand, Inc.
Report date December 05, 2019 · Filed December 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.94 · Expires 2029-12-05 | Direct | 12,567 |
Reported balance
After 2019-12-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-12-05 · Grant · Acquired 12,567 · Balance 12,567 F1: Options vest in three equal annual installments beginning on the date indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest in three equal annual installments beginning on the date indicated.
STANDEX INTERNATIONAL CORP/DE/
Report date September 03, 2021 · Filed September 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,777 |
Reported balance
After 2021-09-03 transaction · row 1
1 source rowRow 1 · 2021-09-03 · Tax withholding · Disposed 140 · Balance 5,777 F1: Shares sold to pay taxes on vesting of previously issued restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to pay taxes on vesting of previously issued restricted stock.
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 |
|---|---|---|---|---|---|---|
| September 03, 2021 Filed Sep 8, 2021 15:46 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | Tax withholdingCommon Stock | 140 | $99.33 | $13,906.20 |
DisclosureSEC source: 0001127602-21-024980 · form4.xml · nonDerivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,777 F1 · kind: Shares sold to pay taxes on vesting of previously issued restricted stock. Read SEC document |
| August 23, 2021 Filed Aug 25, 2021 19:14 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantPhantom Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024297 · form4.xml · derivative · entry 2 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 968 shares Expires 2024-08-23 F2 · derivative.exercise_price: Converts on a one-to-one basis into shares of Common Stock upon vesting. F3 · kind: Award of Performance Share Units pursuant to the Long Term Incentive Plan of the Company. These shares cliff vest at the end of a three year performance period with the ultimate number of shares ranging from 0 to 250% of the award based on achievement against Company performance metrics over the three year period. Read SEC document |
| August 23, 2021 Filed Aug 25, 2021 19:14 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024297 · form4.xml · nonDerivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,917 F1 · kind: Grant of restricted stock pursuant to the 2018 Omnibus Incentive Plan of the Company which vests one-third per year on each anniversary of the date of award. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 14:06 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | SaleCommon Stock | 547 | $96.32 | $52,687.04 |
DisclosureSEC source: 0001127602-21-007810 · form4.xml · nonDerivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,949 Read SEC document |
| September 06, 2020 Filed Sep 9, 2020 19:44 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantPhantom Stock Units · Derivative | 1,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024826 · form4.xml · derivative · entry 2 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788 Underlying: Common Stock · 1,788 shares Expires 2023-09-06 F2 · security: Award of Performance Share Units pursuant to the Long Term Incentive Plan of the Company. These shares cliff vest at the end of a three year performance period with the ultimate number of shares ranging from 0 to 200% of the award based on achievement against Company performance metrics over the three year period. F3 · kind: Award of Performance Share Units pursuant to the Long Term Incentive Plan of the Company. These shares cliff vest at the end of a three year performance period with the ultimate number of shares ranging from 0 to 200% of the award based on achievement against Company performance metrics over the three year period.l Read SEC document |
| September 06, 2020 Filed Sep 9, 2020 19:44 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024826 · form4.xml · nonDerivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,496 F1 · kind: Grant of restricted stock pursuant to the 2018 Omnibus Incentive Plan of the Company which vests one-third per year on each anniversary of the date of award. Read SEC document |
| February 17, 2020 Filed Feb 18, 2020 20:26 UTC | STANDEX INTERNATIONAL CORP/DE/ SXI · Entity 1314 | GrantCommon Stock | 4,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005993 · form4.xml · nonDerivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP Operations & Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066 F1 · kind: Grant of 4,066 shares of restricted stock under the 2018 Omnibus Incentive Plan of the Company that vests as follows: 1,626 shares on February 17, 2021 and 2,440 shares on February 17, 2022. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 08:18 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,567 | $0.00 Strike: $31.94 | $0.00 |
DisclosureSEC source: 0001567619-19-022737 · doc1.xml · derivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · Sr VP Hillenbrand & Ops Model 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,567 Underlying: Common Stock · 12,567 shares Expires 2029-12-05 F1 · derivative.exercise_date: Options vest in three equal annual installments beginning on the date indicated. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 16:22 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantEmployee Stock Option (right to buy) · Derivative | 4,069 | $0.00 Strike: $41.32 | $0.00 |
DisclosureSEC source: 0001214659-18-007573 · marketforms-43437.xml · derivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP, Hillenbrand Oper Model 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,069 Underlying: Common Stock · 4,069 shares Expires 2028-12-06 F1 · derivative.exercise_date: Options vest in three equal annual installments beginning on the date indicated. F1 · derivative.expiration_date: Options vest in three equal annual installments beginning on the date indicated. Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 16:20 UTC | Hillenbrand, Inc. HI · Entity 66702 | GrantEmployee Stock Option (right to buy) · Derivative | 3,723 | $0.00 Strike: $45.78 | $0.00 |
DisclosureSEC source: 0001214659-17-007230 · marketforms-40232.xml · derivative · entry 1 HOOVEN JAMES A. · CIK 0001709074 · VP, Hillenbrand Oper Model 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,723 Underlying: Common Stock · 3,723 shares Expires 2027-12-07 F1 · derivative.exercise_date: Options vest in three equal annual installments beginning on the date indicated. F1 · derivative.expiration_date: Options vest in three equal annual installments beginning on the date indicated. 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.