Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | Director · CEO and Director | 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 | 46,839 |
Ending reported balance
After 2026-08-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-24 · Exercise / conversion · Acquired 40,953 · Balance 40,953 Row 2 · 2026-08-24 · Grant · Acquired 36,277 · Balance 77,230 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 30,391 · Balance 46,839 F2: Shares withheld to satisfy tax obligations. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 51,351 |
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 · Exercise / conversion · Disposed 40,953 · Balance 51,351 F3: Represents Restricted Shares granted in prior years that vested on August 24, 2026 (40,953 shares). |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 109,557 |
Reported balance
After 2026-08-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-24 · Grant · Acquired 58,206 · Balance 109,557 F6: Not Applicable. F4: Represents Restricted Shares which vest in August 2027 (19,402 shares), August 2028 (19,402 shares), and August 2029 (19,402 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 August 2027 (54,108 shares), August 2028 (36,047 shares), and August 2029 (19,402 shares). |
| Common StockSEC Table I · non-derivative | IndirectBy Phillips 2026 Spousal Trust | 82,188 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 82,188 |
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 prior years that vested on August 24, 2026 (40,953 shares).
F4: Represents Restricted Shares which vest in August 2027 (19,402 shares), August 2028 (19,402 shares), and August 2029 (19,402 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 August 2027 (54,108 shares), August 2028 (36,047 shares), and August 2029 (19,402 shares).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ESSENDANT INC
Report date January 31, 2019 · Filed January 31, 2019
Section 16 reporting ended · disclosed 2019-01-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-01-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-01-31 · Other · Disposed 28,159 · Balance 433,895 F1: Pursuant to the terms of the previously announced Agreement and Plan of Merger, dated September 14, 2018 (the "Merger Agreement"), by and among the issuer, Egg Parent Inc., Egg Merger Sub Inc. and Staples, Inc., these shares were tendered pursuant to the Merger Agreement in exchange for a cash payment of $12.80 per share in cash without interest. Row 2 · 2019-01-31 · Disposition to issuer · Disposed 433,895 · Balance 0 F2: These shares were cancelled pursuant to the Merger Agreement in exchange for a cash payment of $12.80 per share in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the previously announced Agreement and Plan of Merger, dated September 14, 2018 (the "Merger Agreement"), by and among the issuer, Egg Parent Inc., Egg Merger Sub Inc. and Staples, Inc., these shares were tendered pursuant to the Merger Agreement in exchange for a cash payment of $12.80 per share in cash without interest.
F2: These shares were cancelled pursuant to the Merger Agreement in exchange for a cash payment of $12.80 per share in cash, without interest.
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 18:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 58,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000038 · wk-form4_1787768365.xml · derivative · entry 6 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,557 Underlying: Common Stock · 58,206 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares which vest in August 2027 (19,402 shares), August 2028 (19,402 shares), and August 2029 (19,402 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 August 2027 (54,108 shares), August 2028 (36,047 shares), and August 2029 (19,402 shares). Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 40,953 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000038 · wk-form4_1787768365.xml · derivative · entry 5 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,351 Underlying: Common Stock · 40,953 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 prior years that vested on August 24, 2026 (40,953 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on August 24, 2026 (40,953 shares). Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 30,391 | $22.73 | $690,635.48 |
DisclosureSEC source: 0001606757-26-000038 · wk-form4_1787768365.xml · nonDerivative · entry 3 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,839 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 36,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000038 · wk-form4_1787768365.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,230 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 18:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 40,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000038 · wk-form4_1787768365.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,953 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 18:48 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GiftCommon Stock | 4,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000023 · wk-form4_1780512504.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Phillips 2026 Spousal Trust Disclosed balance after: 82,188 F1 · shares: Shares transferred to and held for estate planning purposes by the Phillips 2026 Spousal Trust, an irrevocable trust for the benefit of the reporting person's spouse, with the reporting spouse's children as contingent beneficiaries. The trust is administered by an independent trustee. The reporting person does not have voting or dispositive power over the securities held by the trust. The reporting person disclaims beneficial ownership except to the extent of any pecuniary interest for purposes of Section 16. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 18:48 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GiftCommon Stock | 4,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000023 · wk-form4_1780512504.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Shares transferred to and held for estate planning purposes by the Phillips 2026 Spousal Trust, an irrevocable trust for the benefit of the reporting person's spouse, with the reporting spouse's children as contingent beneficiaries. The trust is administered by an independent trustee. The reporting person does not have voting or dispositive power over the securities held by the trust. The reporting person disclaims beneficial ownership except to the extent of any pecuniary interest for purposes of Section 16. Read SEC document |
| May 26, 2026 Filed May 28, 2026 12:43 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GiftCommon Stock | 77,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000019 · wk-form4_1779972179.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 77,974 F1 · shares: Shares transferred to and held for estate planning purposes by an irrevocable trust for the benefit of the reporting person's spouse, with the reporting spouse's children as contingent beneficiaries. The trust is administered by an independent trustee. The reporting person does not have voting or dispositive power over the securities held by the trust. The reporting person disclaims beneficial ownership except to the extent of any pecuniary interest for purposes of Section 16. Read SEC document |
| May 26, 2026 Filed May 28, 2026 12:43 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GiftCommon Stock | 77,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000019 · wk-form4_1779972179.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,214 F1 · shares: Shares transferred to and held for estate planning purposes by an irrevocable trust for the benefit of the reporting person's spouse, with the reporting spouse's children as contingent beneficiaries. The trust is administered by an independent trustee. The reporting person does not have voting or dispositive power over the securities held by the trust. The reporting person disclaims beneficial ownership except to the extent of any pecuniary interest for purposes of Section 16. Read SEC document |
| January 04, 2026 Filed Jan 6, 2026 19:30 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 7,673 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000002 · wk-form4_1767727804.xml · derivative · entry 3 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,304 Underlying: Common Stock · 7,673 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 1/4/2026 (7,673 shares). F2 · derivative.expiration_date: Represents Restricted Shares granted in a prior year that vested on 1/4/2026 (7,673 shares). Read SEC document |
| January 04, 2026 Filed Jan 6, 2026 19:30 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,296 | $28.31 | $93,293.28 |
DisclosureSEC source: 0001606757-26-000002 · wk-form4_1767727804.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,188 F1 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| January 04, 2026 Filed Jan 6, 2026 19:30 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 7,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000002 · wk-form4_1767727804.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,484 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 |
| August 27, 2025 Filed Aug 29, 2025 14:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 49,936 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000032 · wk-form4_1756477167.xml · derivative · entry 5 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,977 Underlying: Common Stock · 49,936 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares which vest in August 2026 (16,646 shares), August 2027 (16,645 shares), and August 2028 (16,645 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 January 2026 (7,673 shares), August 2026 (40,953 shares), August 2027 (34,706 shares), and August 2028 (16,645 shares). Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 24,307 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000032 · wk-form4_1756477167.xml · derivative · entry 4 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,041 Underlying: Common Stock · 24,307 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 prior years that vested on August 27, 2025 (24,307 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on August 27, 2025 (24,307 shares). Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 49,474 | $27.97 | $1,383,787.78 |
DisclosureSEC source: 0001606757-25-000032 · wk-form4_1756477167.xml · nonDerivative · entry 3 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,811 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 91,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000032 · wk-form4_1756477167.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,285 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan which vested on August 27, 2025 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 27, 2025 Filed Aug 29, 2025 14:19 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 24,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000032 · wk-form4_1756477167.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,134 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 |
| January 04, 2025 Filed Jan 6, 2025 20:26 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 7,672 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000002 · wk-form4_1736195159.xml · derivative · entry 3 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,348 Underlying: Common Stock · 7,672 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 1/4/2025 (7,672 shares). F2 · derivative.expiration_date: Represents Restricted Shares granted in a prior year that vested on 1/4/2025 (7,672 shares). Read SEC document |
| January 04, 2025 Filed Jan 6, 2025 20:26 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,656 | $18.45 | $67,453.20 |
DisclosureSEC source: 0001606757-25-000002 · wk-form4_1736195159.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,827 F1 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| January 04, 2025 Filed Jan 6, 2025 20:26 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 7,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000002 · wk-form4_1736195159.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,483 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 |
| August 29, 2024 Filed Sep 3, 2024 18:49 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 54,183 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · derivative · entry 4 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,020 Underlying: Common Stock · 54,183 shares Expires not disclosed F5 · price: Not Applicable. F3 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (18,061 shares), August 2026 (18,061 shares), and August 2027 (18,061 shares). F4 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement. F6 · balance_after: Represents cumulative Restricted Shares that vest January 2025 (7,672 shares), August 2025 (24,307 shares), January 2026 (7,673 shares), August 2026 (24,307 shares), and August 2027 (18,061 shares). Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 18:49 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 6,246 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · derivative · entry 3 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,837 Underlying: Common Stock · 6,246 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 prior years that vested on 8/29/2024 (6,246 shares). F2 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (6,246 shares). Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 18:49 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,649 | $18.58 | $49,218.42 |
DisclosureSEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,811 F1 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 18:49 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 6,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000030 · wk-form4_1725389378.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,460 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 |
| January 18, 2024 Filed Jan 22, 2024 20:14 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 7,672 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000004 · wk-form4_1705954436.xml · derivative · entry 3 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,083 Underlying: Common Stock · 7,672 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 prior years that have become fully vested. F2 · derivative.expiration_date: Represents Restricted Shares granted in prior years that have become fully vested. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 20:14 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 3,458 | $25.50 | $88,170.36 |
DisclosureSEC source: 0001606757-24-000004 · wk-form4_1705954436.xml · nonDerivative · entry 2 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,214 F1 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 20:14 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 7,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000004 · wk-form4_1705954436.xml · nonDerivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,672 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 |
| August 29, 2023 Filed Aug 31, 2023 19:38 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 18,738 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000039 · wk-form4_1693510698.xml · derivative · entry 1 Phillips Richard D · CIK 0001568163 · Director · CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,755 Underlying: Common Stock · 18,738 shares Expires not disclosed F3 · price: Not Applicable. F1 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2023 that vest August 2024 (6,246 shares), August 2025 (6,246 shares), and August 2026 (6,246 shares). F2 · derivative.expiration_date: The Restricted Shares expire if the reporting person ceases employment for any reason other than death, disability, or retirement. F4 · balance_after: Represents cumulative Restricted Shares that vest January 2024 (7,672 shares), August 2024 (6,246 shares), January 2025 (7,672 shares), August 2025 (6,246 shares), January 2026 (7,673 shares), and August 2026 (6,246 shares). Read SEC document |
| January 31, 2019 Filed Jan 31, 2019 14:39 UTC | ESSENDANT INC ESND · Entity 160762 | Disposition to issuerCommon Stock | 433,895 | $12.80 | $5,553,856.00 |
DisclosureSEC source: 0001209191-19-006114 · doc4.xml · nonDerivative · entry 2 Phillips Richard D. · CIK 0001568163 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: These shares were cancelled pursuant to the Merger Agreement in exchange for a cash payment of $12.80 per share in cash, without interest. Read SEC document |
| January 31, 2019 Filed Jan 31, 2019 14:39 UTC | ESSENDANT INC ESND · Entity 160762 | OtherCommon Stock | 28,159 | $12.80 | $360,435.20 |
DisclosureSEC source: 0001209191-19-006114 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,895 F1 · kind: Pursuant to the terms of the previously announced Agreement and Plan of Merger, dated September 14, 2018 (the "Merger Agreement"), by and among the issuer, Egg Parent Inc., Egg Merger Sub Inc. and Staples, Inc., these shares were tendered pursuant to the Merger Agreement in exchange for a cash payment of $12.80 per share in cash without interest. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 15:55 UTC | ESSENDANT INC ESND · Entity 160762 | GrantCommon Stock | 90,090 | $14.43 | $1,299,998.70 |
DisclosureSEC source: 0001209191-18-049500 · doc4.xml · nonDerivative · entry 3 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,259 F2 · shares: Represents grant of restricted stock units. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 15:55 UTC | ESSENDANT INC ESND · Entity 160762 | Tax withholdingCommon Stock | 4,504 | $14.43 | $64,992.72 |
DisclosureSEC source: 0001209191-18-049500 · doc4.xml · nonDerivative · entry 2 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,169 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 15:55 UTC | ESSENDANT INC ESND · Entity 160762 | Disposition to issuerCommon Stock | 6,213 | $14.43 | $89,653.59 |
DisclosureSEC source: 0001209191-18-049500 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,673 F1 · kind: Forfeiture of restricted stock resulting from the Company's failure to satisfy the applicable vesting requirement. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 18:22 UTC | ESSENDANT INC ESND · Entity 160762 | Disposition to issuerCommon Stock | 6,556 | $13.99 | $91,718.44 |
DisclosureSEC source: 0001209191-18-035311 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,886 F1 · kind: Forfeiture of restricted stock resulting from the Company's failure to satisfy the applicable vesting requirement. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 10:34 UTC | ESSENDANT INC ESND · Entity 160762 | GrantCommon Stock | 107,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-000474 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,674 F1 · shares: Represents grant of restricted stock. F2 · price: Grant of restricted stock no price required. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 16:13 UTC | ESSENDANT INC ESND · Entity 160762 | GrantCommon Stock | 16,694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-051603 · doc4.xml · nonDerivative · entry 3 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,378 F1 · shares: Represents grant of restricted stock. F2 · price: Grant of restricted stock. No price required. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 16:13 UTC | ESSENDANT INC ESND · Entity 160762 | GrantCommon Stock | 26,763 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-051603 · doc4.xml · nonDerivative · entry 2 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,684 F1 · shares: Represents grant of restricted stock. F2 · price: Grant of restricted stock. No price required. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 16:13 UTC | ESSENDANT INC ESND · Entity 160762 | Tax withholdingCommon Stock | 2,262 | $11.86 | $26,827.32 |
DisclosureSEC source: 0001209191-17-051603 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,921 Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 15:38 UTC | ESSENDANT INC ESND · Entity 160762 | GrantCommon Stock | 12,610 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-039802 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · Interim President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,183 F1 · shares: Represents grant of restricted stock. F2 · price: Grant of restricted stock. No price required. Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 12:46 UTC | ESSENDANT INC ESND · Entity 160762 | Tax withholdingCommon Stock | 731 | $16.10 | $11,769.10 |
DisclosureSEC source: 0001209191-17-036665 · doc4.xml · nonDerivative · entry 1 Phillips Richard D. · CIK 0001568163 · SVP Strategy & Pres Industrial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,573 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.