Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | CIO | August 29, 2024 | September 03, 2024 |
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 29, 2024 · Filed September 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,796 |
Ending reported balance
After 2024-08-29 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-08-29 · Exercise / conversion · Acquired 2,622 · Balance 5,859 Row 2 · 2024-08-29 · Grant · Acquired 5,218 · Balance 11,077 F1: 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. Row 3 · 2024-08-29 · Tax withholding · Disposed 4,281 · Balance 6,796 F2: Shares withheld to satisfy tax obligations. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,997 |
Reported balance
After 2024-08-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-08-29 · Exercise / conversion · Disposed 2,622 · Balance 3,997 F3: Represents Restricted Shares granted in a prior year that vested on 8/29/2024 (2,622 shares). |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,168 |
Reported balance
After 2024-08-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-08-29 · Grant · Acquired 7,171 · Balance 11,168 F6: Not Applicable. F4: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (2,391 shares), August 2026 (2,390 shares), and August 2027 (2,390 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 2025 (5,013 shares), August 2026 (3,765 shares), and August 2027 (2,390 shares). |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares withheld to satisfy tax obligations.
F3: Represents Restricted Shares granted in a prior year that vested on 8/29/2024 (2,622 shares).
F4: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (2,391 shares), August 2026 (2,390 shares), and August 2027 (2,390 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 2025 (5,013 shares), August 2026 (3,765 shares), and August 2027 (2,390 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 29, 2024 Filed Sep 3, 2024 18:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 7,171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · derivative · entry 5 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,168 Underlying: Common Stock · 7,171 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2024 that vest August 2025 (2,391 shares), August 2026 (2,390 shares), and August 2027 (2,390 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 (5,013 shares), August 2026 (3,765 shares), and August 2027 (2,390 shares). Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 18:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 2,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · derivative · entry 4 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,997 Underlying: Common Stock · 2,622 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 a prior year that vested on 8/29/2024 (2,622 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in a prior year that vested on 8/29/2024 (2,622 shares). Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 18:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 4,281 | $18.58 | $79,540.98 |
DisclosureSEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · nonDerivative · entry 3 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,796 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 18:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 5,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · nonDerivative · entry 2 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,077 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 18:37 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 2,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-24-000026 · wk-form4_1725388660.xml · nonDerivative · entry 1 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,859 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 19:21 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantRestricted Shares · Derivative | 4,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000035 · wk-form4_1693509668.xml · derivative · entry 5 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,619 Underlying: Common Stock · 4,125 shares Expires not disclosed F6 · price: Not Applicable. F4 · derivative.exercise_date: Represents Restricted Shares granted on 8/29/2023 that vest August 2024 (1,375 shares), August 2025 (1,375 shares), and August 2026 (1,375 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 (2,622 shares), August 2025 (2,622 shares), and August 2026 (1,375 shares). Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 19:21 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionRestricted Shares · Derivative | 1,247 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000035 · wk-form4_1693509668.xml · derivative · entry 4 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,494 Underlying: Common Stock · 1,247 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 (1,247 shares). F3 · derivative.expiration_date: Represents Restricted Shares granted in prior years that vested on 8/29/2023 (1,247 shares). Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 19:21 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,472 | $29.20 | $72,170.04 |
DisclosureSEC source: 0001606757-23-000035 · wk-form4_1693509668.xml · nonDerivative · entry 3 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,237 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 19:21 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 3,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000035 · wk-form4_1693509668.xml · nonDerivative · entry 2 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,709 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 19:21 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Exercise / conversionCommon Stock | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-23-000035 · wk-form4_1693509668.xml · nonDerivative · entry 1 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,335 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 |
| May 04, 2022 Filed May 6, 2022 17:27 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 662 | $18.10 | $11,982.20 |
DisclosureSEC source: 0001606757-22-000014 · wf-form4_165185804436146.xml · nonDerivative · entry 2 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| May 04, 2022 Filed May 6, 2022 17:27 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-22-000014 · wf-form4_165185804436146.xml · nonDerivative · entry 1 Wells Isabel S · CIK 0001925192 · CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 F1 · shares: Common stock awarded on May 4, 2022 pursuant to the Issuer's 2014 Stock Option and Incentive 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.