Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | Chief Accounting Officer | 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 | 9,635 |
Ending reported balance
After 2026-08-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-24 · Exercise / conversion · Acquired 2,438 · Balance 9,966 Row 2 · 2026-08-24 · Grant · Acquired 1,202 · Balance 11,168 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 1,533 · Balance 9,635 F2: Shares withheld to satisfy tax obligations. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,349 |
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 2,438 · Balance 3,349 F3: Represents Restricted Shares granted in prior years that vested on August 24, 2026 (2,438 shares). |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,198 |
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 3,849 · Balance 7,198 F6: Not Applicable. F4: Represents Restricted Shares which vest in August 2027 (1,283 shares), August 2028 (1,283 shares), and August 2029 (1,283 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 (3,381 shares), August 2028 (2,534 shares), and August 2029 (1,283 shares). |
| Common StockSEC Table I · non-derivative | IndirectRetirement Fund | 1,532 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,532 |
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 (2,438 shares).
F4: Represents Restricted Shares which vest in August 2027 (1,283 shares), August 2028 (1,283 shares), and August 2029 (1,283 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 (3,381 shares), August 2028 (2,534 shares), and August 2029 (1,283 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 18:25 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 3,849 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000040 · wk-form4_1787768710.xml · derivative · entry 6 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,198 Underlying: Common Stock · 3,849 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares which vest in August 2027 (1,283 shares), August 2028 (1,283 shares), and August 2029 (1,283 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 (3,381 shares), August 2028 (2,534 shares), and August 2029 (1,283 shares). Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:25 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 2,438 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000040 · wk-form4_1787768710.xml · derivative · entry 5 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,349 Underlying: Common Stock · 2,438 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 (2,438 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on August 24, 2026 (2,438 shares). Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:25 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,533 | $22.73 | $34,837.43 |
DisclosureSEC source: 0001606757-26-000040 · wk-form4_1787768710.xml · nonDerivative · entry 3 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,635 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 18:25 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000040 · wk-form4_1787768710.xml · nonDerivative · entry 2 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,168 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 18:25 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 2,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-26-000040 · wk-form4_1787768710.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,966 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 |
| August 27, 2025 Filed Aug 29, 2025 14:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 3,755 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000042 · wk-form4_1756478046.xml · derivative · entry 6 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,787 Underlying: Common Stock · 3,755 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares which vest in August 2026 (1,252 shares), August 2027 (1,252 shares), and August 2028 (1,251 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 2026 (2,438 shares), August 2027 (2,098 shares), and August 2028 (1,251 shares). Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 1,561 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000042 · wk-form4_1756478046.xml · derivative · entry 5 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,032 Underlying: Common Stock · 1,561 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 (1,561 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on August 27, 2025 (1,561 shares). Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,767 | $27.97 | $49,422.99 |
DisclosureSEC source: 0001606757-25-000042 · wk-form4_1756478046.xml · nonDerivative · entry 3 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,527 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 2,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000042 · wk-form4_1756478046.xml · nonDerivative · entry 2 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,294 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 14:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 1,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-25-000042 · wk-form4_1756478046.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,702 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 Sep 5, 2025 14:07 UTC Amendment | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,766 | $27.97 | $49,395.02 |
DisclosureSEC source: 0001606757-25-000044 · wk-form4a_1757081241.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,528 F1 · kind: Shares withheld to satisfy tax obligations. F2 · shares: The original Form 4, filed on August 29, 2025, is being amended by this Form 4 amendment solely to correct the number of shares withheld to satisfy tax obligations in the third row of Table I, as the original Form 4 amount reported of 1,767 was overstated by 1 share. This Form 4 amendment also corrects the number of share beneficially owned by the Reporting Person following the transaction from 7,527 to 7,528. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 19:11 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 2,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · derivative · entry 6 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,593 Underlying: Common Stock · 2,540 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (847 shares), August 2026 (847 shares), and August 2027 (846 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 2025 (1,561 shares), August 2026 (1,186 shares), and August 2027 (846 shares). Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 19:11 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · derivative · entry 5 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,053 Underlying: Common Stock · 714 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 8/29/2024 (714 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2024 (714 shares). Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 19:11 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,293 | $18.58 | $24,023.94 |
DisclosureSEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · nonDerivative · entry 3 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,141 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 19:11 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 2,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · nonDerivative · entry 2 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,434 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2023 Equity Incentive Plan upon the achievement of certain performance criteria certified by the Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2024. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 19:11 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000040 · wk-form4_1725390686.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,015 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 20:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 1,019 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000051 · wk-form4_1693513677.xml · derivative · entry 6 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,767 Underlying: Common Stock · 1,019 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2023 that vest August 2024 (340 shares), August 2025 (340 shares), and August 2026 (339 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 2024 (714 shares), August 2025 (714 shares), and August 2026 (339 shares). Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 20:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 374 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000051 · wk-form4_1693513677.xml · derivative · entry 5 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748 Underlying: Common Stock · 374 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 8/29/2023 (374 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2023 (374 shares). Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 20:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,047 | $29.20 | $30,567.17 |
DisclosureSEC source: 0001606757-23-000051 · wk-form4_1693513677.xml · nonDerivative · entry 3 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,301 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 20:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 2,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000051 · wk-form4_1693513677.xml · nonDerivative · entry 2 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,348 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 Talent, Culture, and Compensation Committee of the Board of Directors of the Issuer on August 29, 2023. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 20:28 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000051 · wk-form4_1693513677.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,228 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 19, 2022 Filed Aug 23, 2022 22:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 304 | $23.45 | $7,127.28 |
DisclosureSEC source: 0001606757-22-000032 · wf-form4_166129405796402.xml · nonDerivative · entry 2 Baumann Adam M · CIK 0001848130 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,854 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 22:34 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-22-000032 · wf-form4_166129405796402.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,158 F1 · shares: Reflects performance based shares issued 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 for fiscal year 2022. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 18:39 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 154 | $23.36 | $3,596.67 |
DisclosureSEC source: 0001606757-21-000063 · wf-form4_163000309860743.xml · nonDerivative · entry 2 Baumann Adam M · CIK 0001848130 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,323 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 18:39 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 534 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-21-000063 · wf-form4_163000309860743.xml · nonDerivative · entry 1 Baumann Adam M · CIK 0001848130 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,477 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 30, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 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.