Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MILLERKNOLL, INC.MLHR · Entity 4677 | President - Herman Miller Intl | July 18, 2018 | July 20, 2018 |
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.
MILLERKNOLL, INC.
Report date July 18, 2018 · Filed July 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-07-19 transaction · row 11
11 source rows · reconciled sequenceRow 1 · 2018-07-18 · Exercise / conversion · Acquired 7,430 · Balance 22,668 Row 2 · 2018-07-18 · Sale · Disposed 7,430 · Balance 15,238 F1: Shares sold in several lots with prices ranging from $37.95 through $38.10. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 3 · 2018-07-18 · Sale · Disposed 15,238 · Balance 0 F2: Shares sold in several lots with prices ranging from $37.65 through $38.175. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 4 · 2018-07-18 · Exercise / conversion · Acquired 9,084 · Balance 9,084 Row 5 · 2018-07-18 · Sale · Disposed 9,084 · Balance 0 F1: Shares sold in several lots with prices ranging from $37.95 through $38.10. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 6 · 2018-07-19 · Exercise / conversion · Acquired 5,537 · Balance 5,537 Row 7 · 2018-07-19 · Sale · Disposed 5,537 · Balance 0 F3: Shares sold in several lots with prices ranging from $38.025 through $38.125. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 8 · 2018-07-19 · Exercise / conversion · Acquired 7,430 · Balance 7,430 Row 9 · 2018-07-19 · Sale · Disposed 7,430 · Balance 0 F3: Shares sold in several lots with prices ranging from $38.025 through $38.125. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 10 · 2018-07-19 · Exercise / conversion · Acquired 9,083 · Balance 9,083 Row 11 · 2018-07-19 · Sale · Disposed 9,083 · Balance 0 F3: Shares sold in several lots with prices ranging from $38.025 through $38.125. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.86 · Expires 2026-07-19 | Direct | 42,114 |
Reported balance
After 2018-07-18 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2018-07-18 · Exercise / conversion · Disposed 7,430 · Balance 42,114 F4: This grant vests in three equal annual installments beginning on the first anniversary of the grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.86 · Expires 2026-07-19 | Direct | 33,030 |
Reported balance
After 2018-07-18 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2018-07-18 · Exercise / conversion · Disposed 9,084 · Balance 33,030 F4: This grant vests in three equal annual installments beginning on the first anniversary of the grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.86 · Expires 2026-07-19 | Direct | 25,600 |
Reported balance
After 2018-07-19 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2018-07-19 · Exercise / conversion · Disposed 7,430 · Balance 25,600 F4: This grant vests in three equal annual installments beginning on the first anniversary of the grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.86 · Expires 2026-07-19 | Direct | 16,517 |
Reported balance
After 2018-07-19 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2018-07-19 · Exercise / conversion · Disposed 9,083 · Balance 16,517 F4: This grant vests in three equal annual installments beginning on the first anniversary of the grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.75 · Expires 2027-07-18 | Direct | 11,074 |
Reported balance
After 2018-07-19 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2018-07-19 · Exercise / conversion · Disposed 5,537 · Balance 11,074 F4: This grant vests in three equal annual installments beginning on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | Indirectby profit share plan | 4.834 |
Reported balance
Holding disclosure · report date 2018-07-18 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 4.834 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold in several lots with prices ranging from $37.95 through $38.10. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: Shares sold in several lots with prices ranging from $37.65 through $38.175. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F3: Shares sold in several lots with prices ranging from $38.025 through $38.125. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F4: This grant vests in three equal annual installments beginning on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| April 21, 2017 Filed Apr 25, 2017 01:00 UTC | MILLERKNOLL, INC. MLHR · Entity 4677 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,937 | $32.03 Strike: $31.84 | $318,291.05 |
DisclosureSEC source: 0001238630-17-000026 · edgardoc.xml · derivative · entry 4 LOCK ANDREW J · CIK 0001202908 · President - Herman Miller Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,937 shares Expires 2017-07-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This grant vests in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 01:00 UTC | MILLERKNOLL, INC. MLHR · Entity 4677 | SaleCommon Stock | 6,029 | $32.08 | $193,380.18 |
DisclosureSEC source: 0001238630-17-000026 · edgardoc.xml · nonDerivative · entry 3 LOCK ANDREW J · CIK 0001202908 · President - Herman Miller Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 01:00 UTC | MILLERKNOLL, INC. MLHR · Entity 4677 | SaleCommon Stock | 9,937 | $32.03 | $318,291.05 |
DisclosureSEC source: 0001238630-17-000026 · edgardoc.xml · nonDerivative · entry 2 LOCK ANDREW J · CIK 0001202908 · President - Herman Miller Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,029 Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 01:00 UTC | MILLERKNOLL, INC. MLHR · Entity 4677 | Exercise / conversionCommon Stock | 9,937 | $31.84 | $316,394.08 |
DisclosureSEC source: 0001238630-17-000026 · edgardoc.xml · nonDerivative · entry 1 LOCK ANDREW J · CIK 0001202908 · President - Herman Miller Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,966 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 30, 2017 Filed Apr 3, 2017 19:22 UTC | MILLERKNOLL, INC. MLHR · Entity 4677 | SaleCommon Stock | 908.375 | $31.50 | $28,613.81 |
DisclosureSEC source: 0001238630-17-000024 · edgardoc.xml · nonDerivative · entry 1 LOCK ANDREW J · CIK 0001202908 · President - Herman Miller Intl 10b5-1 filing: Not disclosed Ownership: Indirect · by profit share plan Disclosed balance after: 0 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.