Welcome to our dedicated page for Hillenbrand SEC filings (Ticker: HI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Hillenbrand, Inc. (HI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Hillenbrand’s Form 8-K filings, earnings releases, and proxy-related documents describe its activities as a global industrial company that provides highly engineered, mission-critical processing equipment and solutions for end markets such as durable plastics, food, and recycling.
Through these filings, investors can review current reports on Form 8-K that cover material events, including the entry into an Agreement and Plan of Merger with LSF12 Helix Parent, LLC and LSF12 Helix Merger Sub, Inc., affiliates of Lone Star Funds. The filings explain that, under this agreement, Merger Sub will merge with and into Hillenbrand, with Hillenbrand surviving as a wholly owned subsidiary of Parent, and that the transaction is structured as an all-cash acquisition at a specified per-share price, subject to customary closing conditions.
Other 8-K filings document shareholder actions and governance matters, such as the special meeting at which Hillenbrand shareholders voted to approve the merger agreement, advisory votes on compensation related to the merger, and adjournment proposals. Additional filings describe litigation and shareholder demands relating to proxy disclosures and provide supplemental information incorporated into the definitive proxy statement.
Hillenbrand’s SEC reports also address capital structure and financing arrangements. Filings outline amendments and restatements of credit agreements, including revolving credit facilities and term loans, as well as amendments to a syndicated L/G facility. They also describe the redemption of senior notes and the terms of new debt commitments associated with the pending merger. A Form 8-K dated January 9, 2026 discusses change of control offers for Hillenbrand’s senior notes due 2029 and 2031, including pricing and conditions tied to the merger and ratings events.
In connection with its earnings releases, Hillenbrand files 8-Ks that furnish financial results and discuss the use of non-GAAP measures such as adjusted EBITDA, adjusted net income, and pro forma adjusted EBITDA. These filings explain the items excluded from these measures and reference reconciliations to GAAP metrics. On Stock Titan, AI-powered tools can help summarize and interpret these disclosures, highlight key terms of the merger agreement and financing covenants, and surface relevant information about leverage ratios, dividend restrictions, and other conditions that may affect shareholders and noteholders.
Hillenbrand, Inc. officer equity holdings and awards are reported for an individual serving as Sr. VP & Chief Proc. Officer. As of this filing, the officer directly holds 6,949 shares of common stock.
The filing shows several restricted stock unit (RSU) awards effective on 12/31/2025, each with a conversion price of $0 and each RSU representing the right to receive one share of common stock. RSUs from prior grant dates in 2023, 2024 and 2025 are scheduled to vest in one-third installments on specific December dates, while Matching RSUs granted under the company’s Executive Share Match framework are scheduled to vest on March 31, 2028 if framework conditions are met. RSUs carry dividend equivalent rights that accrue on dividend record dates.
Hillenbrand, Inc. reported an insider equity transaction involving director Inderpreet Sawhney dated 12/31/2025. The filing shows multiple grants of restricted stock units (RSUs) under deferred stock award programs, each RSU representing the right to receive one share of Hillenbrand common stock.
The RSU awards listed include 6, 20, 20, 22 and 29 units tied to grant dates in 2021, 2022, 2023, 2024 and 2025, all with a price of $0, reflecting that these are equity awards rather than open-market purchases. Following these transactions, Sawhney beneficially owns derivative securities in the form of RSUs in amounts of 874, 2,882, 2,933, 3,187 and 4,151 units across the respective awards, all held directly.
The RSUs vest upon the earlier of Hillenbrand’s next annual meeting of shareholders or one year from the date of grant, with accelerated vesting and share delivery linked to events such as a change in control, the director’s death or permanent and total disability, or one day after the director ceases to serve on the board. The awards also carry dividend equivalent rights that accrue on dividend record dates.
Hillenbrand, Inc. senior vice president of strategy and corporate development J. Michael Whitted reported multiple equity transactions involving company common stock. On 12/05/2025 and 12/07/2025, restricted stock units (RSUs) vested and were settled into a total of 6,852 shares of common stock at an exercise price of $0, reflecting the conversion of deferred stock awards granted in 2022, 2023, and 2024. On both dates, the company withheld a total of 2,008 shares at a price of $31.82 per share to cover tax obligations, reported as dispositions. After these transactions, Whitted directly owned 88,349 shares of Hillenbrand common stock. RSUs from the 2022, 2023, and 2024 awards vest in three equal annual installments on specified December dates.
Hillenbrand, Inc. reported insider equity activity by President & CEO Kimberly K. Ryan. On 12/05/2025, 17,475 shares of common stock were acquired at $0 upon settlement of restricted stock units, with 7,817 shares disposed of at $31.82 per share, typically reflecting shares withheld for taxes. On 12/07/2025, a further 24,516 shares were acquired at $0, and 10,967 shares were disposed of at $31.82.
After these transactions, Ryan directly beneficially owned 208,945.745 shares of common stock. Derivative holdings show restricted stock units tied to prior awards, including 14,400 units from a 12/7/2023 award and 17,475 units from a 12/5/2024 award, which vest in one-third installments on specified future dates.
Hillenbrand, Inc. reported equity transactions by a senior vice president and President of MTS, filed on Form 4. On 12/05/2025 and 12/07/2025, the officer acquired common stock through the vesting and settlement of restricted stock units, with transactions coded "M" at a price of $0 per share. On the same dates, the officer disposed of 1,756 and 1,116 shares of common stock, respectively, at $31.82 per share in transactions coded "F," which typically reflect share withholding to cover taxes. After these transactions, the officer directly held 8,903 shares of common stock and 7,471 restricted stock units that each represent the right to receive one share of common stock.
Hillenbrand, Inc. reported insider equity transactions by Interim CFO, VP, CC, & CAO Megan A. Walke. On 12/05/2025 and 12/07/2025, restricted stock units (RSUs) granted in prior years converted into common stock at an exercise price of $0, reflecting scheduled vesting of deferred stock awards. In connection with these vestings, a total of 1,150 shares of common stock were withheld and disposed of at $31.82 per share to cover tax obligations, coded as transaction type “F.” Following the reported transactions, Walke directly owned 6,423 shares of Hillenbrand common stock. The RSU awards continue to vest in one-third installments on specified dates through 12/07/2027.
Hillenbrand, Inc. reported insider equity activity by Senior Vice President and Chief Procurement Officer Carole Anne Phillips. On 12/05/2025, 940 shares of common stock were acquired at $0 upon the vesting of restricted stock units, and 410 shares were withheld at $31.82 per share, leaving 6,165 shares of common stock directly owned.
On 12/07/2025, an additional 1,393 shares were acquired at $0 from vesting restricted stock units, and 609 shares were withheld at $31.82 per share, resulting in 6,949 shares of common stock directly owned. The derivative table shows multiple restricted stock unit awards converting into common stock, with remaining restricted stock unit balances of 814 and 1,884 units under two grants.
Hillenbrand, Inc. reported insider equity transactions by senior executive Bhavik N. Soni, Sr. VP & Chief Information Officer. On December 5, 2025 and December 7, 2025, previously granted restricted stock units (RSUs) converted into common stock at an exercise price of $0, and some of the resulting shares were withheld at $31.82 per share, typically to cover tax obligations. After these transactions, Soni directly beneficially owned 15,496 shares of Hillenbrand common stock.
The RSUs stem from deferred stock awards granted in 2022, 2023, and 2024, each scheduled to vest in three annual installments on specific December dates through 2027. Each RSU represents the right to receive one share of common stock and carries dividend equivalent rights that accrue on dividend record dates.
Hillenbrand, Inc. reported insider equity transactions by its Sr. VP & Chief HR Officer, who filed a Form 4 for activity in early