Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | VP IR & Strategy, Treasurer | August 24, 2026 | August 26, 2026 |
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, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,727 |
Ending reported balance
After 2026-08-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-24 · Exercise / conversion · Acquired 1,878 · Balance 7,257 Row 2 · 2026-08-24 · Grant · Acquired 3,623 · Balance 10,880 F1: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan which vested on August 24, 2026 upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer. Row 3 · 2026-08-24 · Tax withholding · Disposed 2,153 · Balance 8,727 F2: Shares withheld to satisfy tax obligations. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,417 |
Reported balance
After 2026-08-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-24 · Exercise / conversion · Disposed 1,878 · Balance 3,417 F3: Represents Restricted Shares granted in a prior year that vested on August 24, 2026 (1,878 shares). |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,521 |
Reported balance
After 2026-08-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-24 · Grant · Acquired 4,104 · Balance 7,521 F6: Not Applicable. F4: Represents Restricted Shares which vest in August 2027 (1,368 shares), August 2028 (1,368 shares), and August 2029 (1,368 shares). F5: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement. F7: Represents cumulative Restricted Shares that vest June 2027 (1,053 shares), August 2027 (2,898 shares), August 2028 (2,202 shares), and August 2029 (1,368 shares). |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan which vested on August 24, 2026 upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer.
F2: Shares withheld to satisfy tax obligations.
F3: Represents Restricted Shares granted in a prior year that vested on August 24, 2026 (1,878 shares).
F4: Represents Restricted Shares which vest in August 2027 (1,368 shares), August 2028 (1,368 shares), and August 2029 (1,368 shares).
F5: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement.
F6: Not Applicable.
F7: Represents cumulative Restricted Shares that vest June 2027 (1,053 shares), August 2027 (2,898 shares), August 2028 (2,202 shares), and August 2029 (1,368 shares).
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, 2026 Filed Aug 26, 2026 18:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 4,104 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000034 · wk-form4_1787767400.xml · derivative · entry 5 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,521 Underlying: Common Stock · 4,104 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares which vest in August 2027 (1,368 shares), August 2028 (1,368 shares), and August 2029 (1,368 shares). F5 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement. F7 · balance_after: Represents cumulative Restricted Shares that vest June 2027 (1,053 shares), August 2027 (2,898 shares), August 2028 (2,202 shares), and August 2029 (1,368 shares). Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 1,878 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000034 · wk-form4_1787767400.xml · derivative · entry 4 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,417 Underlying: Common Stock · 1,878 shares Expires not disclosed 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. F3 · derivative.exercise_date: Represents Restricted Shares granted in a prior year that vested on August 24, 2026 (1,878 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in a prior year that vested on August 24, 2026 (1,878 shares). Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,153 | $22.73 | $48,926.93 |
DisclosureSEC source: 0001606757-26-000034 · wk-form4_1787767400.xml · nonDerivative · entry 3 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,727 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 3,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000034 · wk-form4_1787767400.xml · nonDerivative · entry 2 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,880 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan which vested on August 24, 2026 upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 1,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000034 · wk-form4_1787767400.xml · nonDerivative · entry 1 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,257 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 |
| June 01, 2026 Filed Jun 3, 2026 18:30 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 1,052 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000021 · wk-form4_1780511436.xml · derivative · entry 3 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,295 Underlying: Common Stock · 1,052 shares Expires not disclosed 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. F2 · derivative.exercise_date: Represents Restricted Shares granted in a prior year that vested on 6/1/2026 (1,052 shares). F2 · derivative.expiration_date: Represents Restricted Shares granted in a prior year that vested on 6/1/2026 (1,052 shares). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 18:30 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 457 | $25.61 | $11,701.49 |
DisclosureSEC source: 0001606757-26-000021 · wk-form4_1780511436.xml · nonDerivative · entry 2 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,379 F1 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 18:30 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000021 · wk-form4_1780511436.xml · nonDerivative · entry 1 Regrut Andrew Donald · CIK 0002097000 · VP IR & Strategy, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,836 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.