Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HNI CORPHNI · Entity 4148 | Executive Vice President | December 31, 2016 | February 14, 2017 |
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.
HNI CORP
Report date December 31, 2016 · Filed February 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,183.63 |
Ending reported balance
After 2016-12-30 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2016-04-01 · Grant · Acquired 19.3352 · Balance 18,134.3594 F1: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. Row 2 · 2016-07-01 · Grant · Acquired 16.3819 · Balance 18,150.7413 F1: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. Row 3 · 2016-09-30 · Grant · Acquired 19.2137 · Balance 18,169.955 F1: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. Row 4 · 2016-12-30 · Grant · Acquired 13.675 · Balance 18,183.63 F1: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. |
| Common StockSEC Table I · non-derivative | IndirectProfit-Sharing Retirement Plan | 2,963.68 |
Reported balance
After 2016-12-30 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2016-12-30 · Grant · Acquired 218.8438 · Balance 2,963.68 F2: These shares were acquired under the HNI Corporation Profit-Sharing Retirement Plan. The information is as of December 30, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016.
F2: These shares were acquired under the HNI Corporation Profit-Sharing Retirement Plan. The information is as of December 30, 2016.
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 |
|---|---|---|---|---|---|---|
| December 30, 2016 Filed Feb 14, 2017 02:07 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 218.8438 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-17-000032 · wf-form5_148703801695960.xml · nonDerivative · entry 5 Mead Donald T · CIK 0001299348 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Profit-Sharing Retirement Plan Disclosed balance after: 2,963.68 F2 · price: These shares were acquired under the HNI Corporation Profit-Sharing Retirement Plan. The information is as of December 30, 2016. Read SEC document |
| December 30, 2016 Filed Feb 14, 2017 02:07 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 13.675 | $55.92 | $764.71 |
DisclosureSEC source: 0000048287-17-000032 · wf-form5_148703801695960.xml · nonDerivative · entry 4 Mead Donald T · CIK 0001299348 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,183.63 F1 · price: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. Read SEC document |
| September 30, 2016 Filed Feb 14, 2017 02:07 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 19.2137 | $39.80 | $764.71 |
DisclosureSEC source: 0000048287-17-000032 · wf-form5_148703801695960.xml · nonDerivative · entry 3 Mead Donald T · CIK 0001299348 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,169.955 F1 · price: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. Read SEC document |
| July 01, 2016 Filed Feb 14, 2017 02:07 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 16.3819 | $46.68 | $764.71 |
DisclosureSEC source: 0000048287-17-000032 · wf-form5_148703801695960.xml · nonDerivative · entry 2 Mead Donald T · CIK 0001299348 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,150.7413 F1 · price: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. Read SEC document |
| April 01, 2016 Filed Feb 14, 2017 02:07 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 19.3352 | $39.55 | $764.71 |
DisclosureSEC source: 0000048287-17-000032 · wf-form5_148703801695960.xml · nonDerivative · entry 1 Mead Donald T · CIK 0001299348 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,134.3594 F1 · price: These shares were acquired during the fiscal year under the HNI Corporation 2002 Members' Stock Purchase Plan. This information is as of December 30, 2016. 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.