Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TREX CO INCTREX · Entity 3990 | Director | July 29, 2026 | July 30, 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.
TREX CO INC
Report date July 29, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,729 |
Reported balance
After 2026-07-29 transaction · row 1
1 source rowRow 1 · 2026-07-29 · Grant · Acquired 2,831 · Balance 15,729 F1: This restricted stock unit award will vest on the first anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit award will vest on the first anniversary of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KIMBALL INTERNATIONAL INC
Report date June 01, 2023 · Filed June 01, 2023
Section 16 reporting ended · disclosed 2023-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS B COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Disposition to issuer · Disposed 192,860.9422 · Balance 0 F1: Includes 8,183.2892 shares acquired under the Kimball International Dividend Reinvestment Plan. F2: On June 1, 2023, pursuant to the Agreement and Plan of Merger, dated as of March 7, 2023 (the "Merger Agreement"), by and among Kimball International, Inc. ("Kimball"), HNI Corporation ("HNI") and Ozark Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Kimball (the "Merger"), with Kimball surviving the Merger as a wholly-owned subsidiary of HNI. F3: Pursuant to the Merger Agreement, each share of Kimball common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive (A) $9.00 in cash, without interest (the "Cash Consideration"), and (B) 0.1301 (the "Exchange Ratio") of a share of HNI common stock, par value $1.00. On May 31, 2023 (the last full trading day prior to the Merger), the closing price of one share of HNI common stock was $25.50. |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-01 · Disposition to issuer · Disposed 29,982 · Balance 0 F4: At the effective time of the Merger, each outstanding Kimball restricted stock unit award that was not subject to performance vesting conditions and that was scheduled to vest on June 30, 2023, at the effective time of the Merger, vested and was cancelled and converted into the right to receive from HNI (shortly following the effective time of the Merger), in respect of each share of Kimball common stock subject to such vesting tranche, an amount of cash (without any interest thereon and subject to applicable withholding taxes) equal to the sum of (x) the Cash Consideration plus the dividend equivalents that have accrued thereon, and (y) the Parent Share Price multiplied by the Exchange Ratio. |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-01 · Disposition to issuer · Disposed 113,494 · Balance 0 F5: At the effective time of the Merger, each outstanding Kimball restricted stock unit award that is not subject to performance vesting conditions was assumed by HNI and thereafter constitutes a restricted stock unit award with respect to a number of shares of HNI common stock, determined by multiplying (i) each share of Kimball common stock subject to such Kimball restricted stock unit award by (ii) the sum of (A) the Exchange Ratio and (B) the quotient of the sum of the Cash Consideration plus the dividend equivalents accrued thereon, divided by $26.59, the volume weighted average price per share of HNI common stock on the New York Stock Exchange for the ten consecutive trading days ending the two trading days prior to the closing of the Merger as reported by Bloomberg, L.P. (such price, the ?Parent Share Price?). |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-01 · Disposition to issuer · Disposed 143,980 · Balance 0 F6: At the effective time of the Merger, each outstanding Kimball restricted stock unit award subject to performance-based vesting, (i) if such vesting was based on relative total shareholder return, the award vested at a pro rata portion of the target amount based on the portion of the performance cycle then completed, and (ii) if such vesting was based on earnings per share, the award vested at the target amount, and, in each such case of performance-based vesting restricted stock units, the full award was automatically be cancelled and converted into the right to receive from HNI (shortly following the effective time of the Merger), in respect of each share of Kimball common stock subject to the vested portion of such cancelled award, an amount of cash (without any interest thereon and subject to applicable withholding taxes), equal to the sum of (i) the Cash Consideration, plus (ii) the Parent Share Price multiplied by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 8,183.2892 shares acquired under the Kimball International Dividend Reinvestment Plan.
F2: On June 1, 2023, pursuant to the Agreement and Plan of Merger, dated as of March 7, 2023 (the "Merger Agreement"), by and among Kimball International, Inc. ("Kimball"), HNI Corporation ("HNI") and Ozark Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Kimball (the "Merger"), with Kimball surviving the Merger as a wholly-owned subsidiary of HNI.
F3: Pursuant to the Merger Agreement, each share of Kimball common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive (A) $9.00 in cash, without interest (the "Cash Consideration"), and (B) 0.1301 (the "Exchange Ratio") of a share of HNI common stock, par value $1.00. On May 31, 2023 (the last full trading day prior to the Merger), the closing price of one share of HNI common stock was $25.50.
F4: At the effective time of the Merger, each outstanding Kimball restricted stock unit award that was not subject to performance vesting conditions and that was scheduled to vest on June 30, 2023, at the effective time of the Merger, vested and was cancelled and converted into the right to receive from HNI (shortly following the effective time of the Merger), in respect of each share of Kimball common stock subject to such vesting tranche, an amount of cash (without any interest thereon and subject to applicable withholding taxes) equal to the sum of (x) the Cash Consideration plus the dividend equivalents that have accrued thereon, and (y) the Parent Share Price multiplied by the Exchange Ratio.
F5: At the effective time of the Merger, each outstanding Kimball restricted stock unit award that is not subject to performance vesting conditions was assumed by HNI and thereafter constitutes a restricted stock unit award with respect to a number of shares of HNI common stock, determined by multiplying (i) each share of Kimball common stock subject to such Kimball restricted stock unit award by (ii) the sum of (A) the Exchange Ratio and (B) the quotient of the sum of the Cash Consideration plus the dividend equivalents accrued thereon, divided by $26.59, the volume weighted average price per share of HNI common stock on the New York Stock Exchange for the ten consecutive trading days ending the two trading days prior to the closing of the Merger as reported by Bloomberg, L.P. (such price, the ?Parent Share Price?).
F6: At the effective time of the Merger, each outstanding Kimball restricted stock unit award subject to performance-based vesting, (i) if such vesting was based on relative total shareholder return, the award vested at a pro rata portion of the target amount based on the portion of the performance cycle then completed, and (ii) if such vesting was based on earnings per share, the award vested at the target amount, and, in each such case of performance-based vesting restricted stock units, the full award was automatically be cancelled and converted into the right to receive from HNI (shortly following the effective time of the Merger), in respect of each share of Kimball common stock subject to the vested portion of such cancelled award, an amount of cash (without any interest thereon and subject to applicable withholding taxes), equal to the sum of (i) the Cash Consideration, plus (ii) the Parent Share Price multiplied by the Exchange Ratio.
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 |
|---|---|---|---|---|---|---|
| June 30, 2019 Filed Jul 2, 2019 15:14 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001673396-19-000002 · wf-form4_156209485364289.xml · nonDerivative · entry 3 JUSTER KRISTINE L · CIK 0001673396 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,557.1809 F3 · shares: Represents shares of Class B Common Stock acquired pursuant to the Restricted Stock Unit Award Agreement between the reporting person and Kimball International Inc. (the "Company"), determined by dividing the accumulated phantom cash dividends credited to the restricted stock units by the closing sales price of one share of Class B Common Stock on the vest date. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 15:14 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | Exercise / conversionCLASS B COMMON STOCK | 10,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001673396-19-000002 · wf-form4_156209485364289.xml · nonDerivative · entry 2 JUSTER KRISTINE L · CIK 0001673396 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,418.1809 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 · balance_after: Includes 160.982869 shares acquired in January 2019 and April 2019 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| January 08, 2019 Filed Jul 2, 2019 15:14 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GiftCLASS B COMMON STOCK | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001673396-19-000002 · wf-form4_156209485364289.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,162.1981 F1 · price: Not Applicable. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 12:59 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | PurchaseCLASS B COMMON STOCK | 400 | $15.19 | $6,074.00 |
DisclosureSEC source: 0001673396-18-000012 · wf-form4_154394633103595.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,262.1981 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 16:25 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantRESTRICTED STOCK UNITS · Derivative | 131,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001673396-18-000010 · wf-form4_154119028584218.xml · derivative · entry 2 JUSTER KRISTINE L · CIK 0001673396 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,601 Underlying: CLASS B COMMON STOCK · 131,601 shares Expires not disclosed F2 · derivative.exercise_price: The Restricted Stock Units convert on a one-for-one basis into shares of Class B Common Stock. F4 · price: Not Applicable. F3 · derivative.exercise_date: Represents Restricted Stock Units (RSU's) granted on 11/1/18 with vesting of 10,095 shares to occur on 6/30/19, vesting of 15,188 shares to occur on 6/30/20, and vesting of 106,318 shares to occur on 6/30/21. F3 · derivative.expiration_date: Represents Restricted Stock Units (RSU's) granted on 11/1/18 with vesting of 10,095 shares to occur on 6/30/19, vesting of 15,188 shares to occur on 6/30/20, and vesting of 106,318 shares to occur on 6/30/21. F3 · balance_after: Represents Restricted Stock Units (RSU's) granted on 11/1/18 with vesting of 10,095 shares to occur on 6/30/19, vesting of 15,188 shares to occur on 6/30/20, and vesting of 106,318 shares to occur on 6/30/21. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 11:05 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 602 | $16.48 | $9,920.96 |
DisclosureSEC source: 0001673396-18-000008 · wf-form4_153857907932809.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,791.6042 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. F2 · balance_after: Includes 54.959666 shares acquired in July 2018 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 08:48 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,351 | $16.39 | $22,142.89 |
DisclosureSEC source: 0001673396-18-000006 · wf-form4_153079492321624.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,134.6445 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. F2 · balance_after: Includes 46.436812 shares acquired in April 2018 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 08:51 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,276 | $17.08 | $21,794.08 |
DisclosureSEC source: 0001673396-18-000004 · wf-form4_152284623278955.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,737.2077 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. F2 · balance_after: Includes 36.672711 shares acquired in January 2018 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 15:24 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,185 | $18.72 | $22,183.20 |
DisclosureSEC source: 0001673396-18-000002 · wf-form4_151509742788767.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,424.535 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. F2 · balance_after: Includes 30.709047 shares acquired in October 2017 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 08:16 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,178 | $20.72 | $24,408.16 |
DisclosureSEC source: 0001673396-17-000008 · wf-form4_150711937472981.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,208.8259 F1 · kind: Acquired pursuant to the Kimball International Amended and Restated 2003 Stock Option & Incentive Program. F2 · balance_after: Includes 27.143681 shares acquired in July 2017 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 14:42 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,323 | $16.97 | $22,451.31 |
DisclosureSEC source: 0001673396-17-000006 · wf-form4_149936652249028.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,003.6822 F1 · kind: Acquired pursuant to the Kimball International Amended and Restated 2003 Stock Option & Incentive Program. F2 · balance_after: Includes 39.682240 shares acquired in January 2017 and April 2017 under the Kimball International Dividend Reinvestment Plan. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 10:38 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,344 | $16.50 | $22,176.00 |
DisclosureSEC source: 0001673396-17-000004 · wf-form4_149140308850960.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,641 F1 · kind: Acquired pursuant to the Kimball International Amended and Restated 2003 Stock Option & Incentive Program. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 13:28 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,246 | $17.73 | $22,091.58 |
DisclosureSEC source: 0001673396-17-000002 · wf-form4_148355447405978.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,297 F1 · kind: Acquired pursuant to the Kimball International Amended and Restated 2003 Stock Option & Incentive Program. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 08:25 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,696 | $12.97 | $21,997.12 |
DisclosureSEC source: 0001673396-16-000008 · wf-form4_147567029431336.xml · nonDerivative · entry 1 JUSTER KRISTINE L · CIK 0001673396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,051 F1 · kind: Acquired pursuant to the Kimball International Amended and Restated 2003 Stock Option & Incentive Program. 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.