Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HNI CORPHNI · Entity 4148 | President, Hearth & Home Tech | 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 | 21,354.7563 |
Ending reported balance
After 2026-02-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-25 · Grant · Acquired 7,686 · Balance 24,859.7563 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 3,505 · Balance 21,354.7563 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 | 1,617.573 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,617.573 |
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 |
|---|---|---|---|---|---|---|
| February 25, 2026 Filed Feb 27, 2026 15:32 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 3,505 | $50.14 | $175,740.70 |
DisclosureSEC source: 0000048287-26-000079 · wk-form4_1772206317.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,354.7563 F2 · shares: 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. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 15:32 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 7,686 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-26-000079 · wk-form4_1772206317.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,859.7563 F1 · shares: 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. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 20:10 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 5,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-26-000055 · wk-form4_1771618241.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,173.7563 F1 · shares: Reflects shares of Common Stock of Issuer underlying Restricted Stock Units granted under the Issuer's 2017 Stock-Based Compensation Plan convertible to such Common Stock subject to vesting in three equal annual installments commencing on the first anniversary of the grant date, subject to the reporting person's continued service on each applicable vesting date. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 20:33 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 555 | $50.03 | $27,766.65 |
DisclosureSEC source: 0000048287-26-000030 · wk-form4_1771446804.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,610.7563 F2 · shares: These shares were withheld by Issuer to cover taxes upon vesting of restricted stock units that vested on February 15, 2026. No shares were sold. Read SEC document |
| February 14, 2026 Filed Feb 18, 2026 20:33 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 425 | $50.03 | $21,262.75 |
DisclosureSEC source: 0000048287-26-000030 · wk-form4_1771446804.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,165.7563 F1 · shares: These shares were withheld by Issuer to cover taxes upon vesting of restricted stock units that vested on February 14, 2026. No shares were sold. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 17:16 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 635 | $51.72 | $32,842.20 |
DisclosureSEC source: 0002041002-26-000004 · wk-form4_1771348567.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,590.7563 F1 · shares: These shares were withheld by Issuer to cover taxes upon vesting of restricted stock units that vested on February 12, 2026. No shares were sold. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 21:10 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionNon-qualifying employee stock option (right to buy) · Derivative | 2,000 | $0.00 Strike: $46.62 | $0.00 |
DisclosureSEC source: 0002041002-26-000002 · wk-form4_1770757841.xml · derivative · entry 4 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,676 Underlying: Common Stock · 2,000 shares Expires 2027-02-15 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 |
| February 09, 2026 Filed Feb 10, 2026 21:10 UTC | HNI CORP HNI · Entity 4148 | SaleCommon Stock | 2,000 | $52.20 | $104,400.00 |
DisclosureSEC source: 0002041002-26-000002 · wk-form4_1770757841.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,225.7563 F1 · kind: The transaction reported in this Form 4 was effectuated pursuant to a Rule 10b5-1 plan adopted on November 10, 2025. F2 · price: The dollar amount in column 4 is a result of multiple lots for the same price that have been combined. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 21:10 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionCommon Stock | 2,000 | $46.62 | $93,240.00 |
DisclosureSEC source: 0002041002-26-000002 · wk-form4_1770757841.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,225.7563 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 19, 2026 Filed Jan 21, 2026 22:22 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 16.5444 | $47.19 | $780.73 |
DisclosureSEC source: 0000048287-26-000010 · wk-form4_1769034137.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,225.7563 F1 · shares: These shares were withheld by Issuer for payment of the tax liability incurred upon the distribution of deferred shares to the reporting person held in an Executive Deferred Compensation Plan. No shares were sold. Read SEC document |
| January 03, 2026 Filed Jan 21, 2026 20:52 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 67.2996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000048287-26-000008 · wk-form5_1769028734.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,242.3007 F1 · shares: These shares were acquired at various prices during the fiscal year under the HNI Corporation Member's Stock Purchase Plan. F1 · price: These shares were acquired at various prices during the fiscal year under the HNI Corporation Member's Stock Purchase Plan. F2 · balance_after: The total in column 5 includes reinvested dividends of 3.785 shares. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 20:58 UTC | HNI CORP HNI · Entity 4148 | SaleCommon Stock | 944 | $49.95 | $47,152.80 |
DisclosureSEC source: 0000048287-25-000086 · wk-form4_1740517092.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,171.2186 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5- plan adopted on May 4, 2024. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:52 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 792 | $48.23 | $38,198.16 |
DisclosureSEC source: 0000048287-25-000082 · wk-form4_1740437540.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,115.2186 F2 · shares: These shares were withheld by Issuer to cover taxes upon vesting of Performance Stock Units that vested on February 20, 2025. No shares were sold. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:52 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 1,736 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-25-000082 · wk-form4_1740437540.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,907.2186 F1 · shares: Reflects shares of Common Stock of Issuer earned with respect to Performance Stock Units granted under Issuer's 2017 Stock-Based Compensation Plan on February 16, 2022. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 21:35 UTC | HNI CORP HNI · Entity 4148 | SaleCommon Stock | 1,223 | $48.62 | $59,462.26 |
DisclosureSEC source: 0000048287-25-000065 · wk-form4_1740087317.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,171.2186 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted on May 4, 2024. F2 · price: The dollar amount in column 4 is a result of multiple lots for the same price that have been combined. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:35 UTC | HNI CORP HNI · Entity 4148 | SaleCommon Stock | 556 | $49.90 | $27,744.40 |
DisclosureSEC source: 0000048287-25-000065 · wk-form4_1740087317.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,394.2186 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted on May 4, 2024. F2 · price: The dollar amount in column 4 is a result of multiple lots for the same price that have been combined. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 22:32 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 380 | $50.00 | $19,000.00 |
DisclosureSEC source: 0000048287-25-000055 · wk-form4_1740004347.xml · nonDerivative · entry 3 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,950.2186 F3 · shares: These shares were withheld by Issuer to cover taxes upon vesting of restricted stock units that vested on February 16, 2025. No shares were sold. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 22:32 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 555 | $50.00 | $27,750.00 |
DisclosureSEC source: 0000048287-25-000055 · wk-form4_1740004347.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,330.2186 F2 · shares: These shares were withheld by Issuer to cover taxes upon vesting of restricted stock units that vested on February 15, 2025. No shares were sold. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:32 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 425 | $49.60 | $21,080.00 |
DisclosureSEC source: 0000048287-25-000055 · wk-form4_1740004347.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,885.2186 F1 · shares: These shares were withheld by Issuer to cover taxes upon vesting of restricted stock units that vested on February 14, 2025. No shares were sold. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 19:44 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 4,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000048287-25-000036 · wk-form4_1739562262.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,310.2186 F1 · shares: Reflects shares of Common Stock of Issuer underlying Restricted Stock Units granted under the Issuer's 2017 Stock-Based Compensation Plan convertible to such Common Stock subject to vesting in three equal annual installments commencing on the first anniversary of the grant date, subject to the reporting person's continued service on each applicable vesting date. F2 · balance_after: The total in column 5 includes 3.2553 shares issued with respect to dividends that accrued on the reporting person's deferred SIP shares. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 21:34 UTC | HNI CORP HNI · Entity 4148 | Tax withholdingCommon Stock | 16.8388 | $50.85 | $856.25 |
DisclosureSEC source: 0000048287-25-000012 · wk-form4_1737668033.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,900.9612 F1 · shares: These shares were withheld by Issuer for payment of the tax liability incurred upon the distribution of deferred shares to the reporting person held in an Executive Deferred Compensation Plan. No shares were sold. Read SEC document |
| December 28, 2024 Filed Jan 15, 2025 16:38 UTC | HNI CORP HNI · Entity 4148 | GrantCommon Stock | 16.192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000048287-25-000010 · wk-form5_1736959090.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,917.8 F1 · shares: These shares were acquired at various prices during the fiscal year under the HNI Corporation Members' Stock Purchase Plan. F1 · price: These shares were acquired at various prices during the fiscal year under the HNI Corporation Members' Stock Purchase Plan. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:18 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionNon-qualifying employee stock option (right to buy) · Derivative | 2,284 | $0.00 Strike: $51.54 | $0.00 |
DisclosureSEC source: 0000048287-24-000184 · wk-form4_1729196308.xml · derivative · entry 4 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,284 shares Expires 2025-02-18 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 |
| October 15, 2024 Filed Oct 17, 2024 20:18 UTC | HNI CORP HNI · Entity 4148 | SaleCommon Stock | 2,284 | $54.00 | $123,336.00 |
DisclosureSEC source: 0000048287-24-000184 · wk-form4_1729196308.xml · nonDerivative · entry 2 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,901.608 F1 · kind: The transaction reported in this Form 4 was effectuated pursuant to a Rule 10b5-1 plan adopted on May 4, 2024. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:18 UTC | HNI CORP HNI · Entity 4148 | Exercise / conversionCommon Stock | 2,284 | $51.54 | $117,717.36 |
DisclosureSEC source: 0000048287-24-000184 · wk-form4_1729196308.xml · nonDerivative · entry 1 Smith Brian Scott · CIK 0002041002 · President, Hearth & Home Tech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,185.608 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.