Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Kimball Electronics, Inc.
Report date August 20, 2018 · Filed August 22, 2018
Section 16 reporting ended · disclosed 2018-08-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,105 |
Ending reported balance
After 2018-08-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-08-20 · Grant · Acquired 11,108 · Balance 38,280 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, 2018, and due to the Reporting Person's retirement on June 29, 2018, these performance based shares will be the final performance based shares granted to the Reporting Person by the Issuer. Row 2 · 2018-08-20 · Tax withholding · Disposed 3,175 · Balance 35,105 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 31, 2018, and due to the Reporting Person's retirement on June 29, 2018, these performance based shares will be the final performance based shares granted to the Reporting Person by the Issuer.
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 20, 2018 Filed Aug 22, 2018 14:47 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,175 | $19.85 | $63,023.75 |
DisclosureSEC source: 0001606757-18-000029 · wf-form4_153496362788576.xml · nonDerivative · entry 2 Dutchess Julia A · CIK 0001620719 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,105 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 14:47 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 11,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-18-000029 · wf-form4_153496362788576.xml · nonDerivative · entry 1 Dutchess Julia A · CIK 0001620719 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,280 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, and due to the Reporting Person's retirement on June 29, 2018, these performance based shares will be the final performance based shares granted to the Reporting Person by the Issuer. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 14:53 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,976 | $18.43 | $54,847.68 |
DisclosureSEC source: 0001606757-17-000038 · wf-form4_150351439029384.xml · nonDerivative · entry 2 Dutchess Julia A · CIK 0001620719 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,172 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 14:53 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 9,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-17-000038 · wf-form4_150351439029384.xml · nonDerivative · entry 1 Dutchess Julia A · CIK 0001620719 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,148 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.