Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HNI CORPHNI · Entity 4148 | Pres, Workplace Furnishings | February 25, 2026 | February 27, 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.
HNI CORP
Report date February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,135.408 |
Ending reported balance
After 2026-02-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-25 · Grant · Acquired 13,076 · Balance 54,778.408 F1: Reflects shares of Common Stock of Issuer with respect to Performance Stock Units granted under Issuer's 2017 Stock-Based Compensation Plan on February 15, 2023. Row 2 · 2026-02-25 · Tax withholding · Disposed 5,643 · Balance 49,135.408 F2: These shares were withheld by Issuer to cover taxes upon vesting of Performance Stock Units that vested on February 25, 2026. No shares were sold. |
| Common StockSEC Table I · non-derivative | IndirectProfit-Sharing Retirement Plan | 1,286.777 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,286.777 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Common Stock of Issuer with respect to Performance Stock Units granted under Issuer's 2017 Stock-Based Compensation Plan on February 15, 2023.
F2: These shares were withheld by Issuer to cover taxes upon vesting of Performance Stock Units that vested on February 25, 2026. No shares were sold.
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 |
|---|---|---|---|---|---|---|
| October 01, 2021 Filed Feb 15, 2022 20:50 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 50.295 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-22-000020 · wf-form5_164495821293150.xml · nonDerivative · entry 5 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,624.184 F3 · shares: These shares were acquired during the fiscal year under the HNI Corporation Members' Stock Purchase Plan. Read SEC document |
| August 07, 2021 Filed Aug 10, 2021 21:41 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionRestricted Stock Units · Derivative | 2,322 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000048287-21-000121 · wf-form4_162863167902693.xml · derivative · entry 4 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,322 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_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Common Stock. F1 · kind: Represents the conversion of Restricted Stock Units into Common Stock. On August 7, 2018, the reporting person was granted 4,645 Restricted Stock Units ("2018 Grant") to vest in two equal installments beginning on the second anniversary of the grant date. The first installment of 2,323 fully vested on August 7, 2020. The second installment of 2,322 fully vested on August 7, 2021. F4 · derivative.exercise_date: On August 7, 2018, the reporting person was granted 4,645 Restricted Stock Units, vesting in equal installments starting on the second anniversary of the grant date of the 2018 Grant. The first installment of Restricted Stock Units vested on August 7, 2020, and the remaining Restricted Stock Units vested on August 7, 2021 and is reported on Table I of this Form 4. F4 · derivative.expiration_date: On August 7, 2018, the reporting person was granted 4,645 Restricted Stock Units, vesting in equal installments starting on the second anniversary of the grant date of the 2018 Grant. The first installment of Restricted Stock Units vested on August 7, 2020, and the remaining Restricted Stock Units vested on August 7, 2021 and is reported on Table I of this Form 4. Read SEC document |
| August 07, 2021 Filed Aug 10, 2021 21:41 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 705 | $38.61 | $27,220.05 |
DisclosureSEC source: 0000048287-21-000121 · wf-form4_162863167902693.xml · nonDerivative · entry 2 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,925.925 F2 · kind: The reporting person is reporting the withholding by the Issuer of an aggregate 705 shares of Common Stock that vested on August 7, 2021 pursuant to the 2018 Grant, but that were not issued in order to satisfy the reporting person's tax withholding obligations. Read SEC document |
| August 07, 2021 Filed Aug 10, 2021 21:41 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionCommon Stock | 2,322 | $38.61 | $89,652.42 |
DisclosureSEC source: 0000048287-21-000121 · wf-form4_162863167902693.xml · nonDerivative · entry 1 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,630.925 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. F1 · kind: Represents the conversion of Restricted Stock Units into Common Stock. On August 7, 2018, the reporting person was granted 4,645 Restricted Stock Units ("2018 Grant") to vest in two equal installments beginning on the second anniversary of the grant date. The first installment of 2,323 fully vested on August 7, 2020. The second installment of 2,322 fully vested on August 7, 2021. Read SEC document |
| July 02, 2021 Filed Feb 15, 2022 20:50 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 44.688 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-22-000020 · wf-form5_164495821293150.xml · nonDerivative · entry 4 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,573.889 F3 · shares: These shares were acquired during the fiscal year under the HNI Corporation Members' Stock Purchase Plan. Read SEC document |
| March 31, 2021 Filed Feb 15, 2022 20:50 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 48.276 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-22-000020 · wf-form5_164495821293150.xml · nonDerivative · entry 3 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,529.201 F3 · shares: These shares were acquired during the fiscal year under the HNI Corporation Members' Stock Purchase Plan. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:37 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-21-000053 · wf-form4_161480024465405.xml · nonDerivative · entry 1 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,308.925 F1 · shares: These shares were acquired under the HNI Corporation Supplemental Income Plan. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 00:24 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 10,648 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-21-000018 · wf-form4_161369427461650.xml · nonDerivative · entry 1 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,881.925 F1 · shares: Reflects shares of Common Stock of Issuer underlying Restricted Stock Units granted under Issuer's 2017 Stock-Based Compensation Plan convertible to such Common Stock subject to 3-year ratable vesting. Read SEC document |
| February 12, 2021 Filed Feb 15, 2022 20:50 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionRestricted Stock Units · Derivative | 863 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000048287-22-000020 · wf-form5_164495821293150.xml · derivative · entry 8 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727 Underlying: Common Stock · 863 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Common Stock. F1 · kind: Represents the conversion of Restricted Stock Units into Common Stock. On February 12, 2020, the reporting person was granted 2,590 Restricted Stock Units ("2020 Grant") to vest one-third per year in equal installments beginning on the first anniversary of the grant date. The first installment of 863 fully vested on February 12, 2021. F7 · derivative.expiration_date: On February 12, 2020, the reporting person was granted 2,590 Restricted Stock Units, vesting one-third per year in equal installments over a three year period, starting on the first anniversary of the 2020 Grant. The first installment of Restricted Stock Units vested on February 12, 2021. The second installment of Restricted United vested on February 12, 2022. The remaining Restricted Units will vest on February 12, 2023. Read SEC document |
| February 12, 2021 Filed Feb 15, 2022 20:50 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 308 | $36.95 | $11,380.60 |
DisclosureSEC source: 0000048287-22-000020 · wf-form5_164495821293150.xml · nonDerivative · entry 2 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,480.925 F2 · kind: These shares were withheld by the Issuer to cover taxes upon vesting of the aggregate 555 shares of Common Stock that vested on February 12, 2021 pursuant to the 2020 Grant. Read SEC document |
| February 12, 2021 Filed Feb 15, 2022 20:50 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionCommon Stock | 863 | $36.95 | $31,887.85 |
DisclosureSEC source: 0000048287-22-000020 · wf-form5_164495821293150.xml · nonDerivative · entry 1 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,788.925 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. F1 · kind: Represents the conversion of Restricted Stock Units into Common Stock. On February 12, 2020, the reporting person was granted 2,590 Restricted Stock Units ("2020 Grant") to vest one-third per year in equal installments beginning on the first anniversary of the grant date. The first installment of 863 fully vested on February 12, 2021. Read SEC document |
| December 31, 2020 Filed Jan 28, 2021 18:59 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 59.745 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-21-000006 · wf-form5_161186037542308.xml · nonDerivative · entry 1 Hagedorn Jason Dean · CIK 0001835778 · President, Allsteel Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,233.925 F1 · shares: These shares were acquired during the fiscal year under the HNI Corporation Members' Stock Purchase Plan. 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.