Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | Vice President | August 24, 2021 | August 26, 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.
Kimball Electronics, Inc.
Report date August 24, 2021 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,728 |
Ending reported balance
After 2021-08-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-24 · Grant · Acquired 7,245 · Balance 51,814 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 30, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 grant date set by the Committee. Row 2 · 2021-08-24 · Tax withholding · Disposed 2,086 · Balance 49,728 F2: Shares withheld to satisfy tax obligations. |
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 30, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 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, 2021 Filed Aug 26, 2021 15:31 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,086 | $23.36 | $48,718.53 |
DisclosureSEC source: 0001606757-21-000077 · wf-form4_163000623929651.xml · nonDerivative · entry 2 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,728 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 15:31 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 7,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-21-000077 · wf-form4_163000623929651.xml · nonDerivative · entry 1 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,814 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 13:26 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,041 | $13.57 | $27,696.37 |
DisclosureSEC source: 0001606757-20-000036 · wf-form4_159846277113757.xml · nonDerivative · entry 2 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,569 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 13:26 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-20-000036 · wf-form4_159846277113757.xml · nonDerivative · entry 1 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,610 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 16:52 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,587 | $14.63 | $37,847.81 |
DisclosureSEC source: 0001606757-19-000042 · wf-form4_156642072469921.xml · nonDerivative · entry 2 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,520 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 16:52 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 9,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-19-000042 · wf-form4_156642072469921.xml · nonDerivative · entry 1 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,107 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 15:05 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,157 | $19.85 | $62,666.45 |
DisclosureSEC source: 0001606757-18-000035 · wf-form4_153496470682829.xml · nonDerivative · entry 2 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,056 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 15:05 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 11,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-18-000035 · wf-form4_153496470682829.xml · nonDerivative · entry 1 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,213 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 14:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,976 | $18.43 | $54,847.68 |
DisclosureSEC source: 0001606757-17-000032 · wf-form4_150351288206222.xml · nonDerivative · entry 2 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,168 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 14:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 9,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-17-000032 · wf-form4_150351288206222.xml · nonDerivative · entry 1 Smith Sandy A · CIK 0001620773 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,144 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.