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. director reports equity awards and holdings
A director of Hillenbrand, Inc. reported equity transactions and updated ownership as of 12/31/2025. The filing shows direct ownership of 3,448 shares of common stock and additional indirect holdings through several trusts, including 20,000 shares held by the Anne Hillenbrand Singleton Trust and 135,863 shares held by Clear Water Capital Partners, LP, among others.
The director also received multiple grants of restricted stock units (RSUs) on 12/31/2025, such as awards originally granted on dates from May 2018 through February 2025, with small incremental amounts ranging from 7 to 31 units per award and an exercise price of $0. Each RSU represents the right to receive one share of common stock and carries dividend equivalent rights. The RSUs vest either immediately or on the earlier of the next annual shareholder meeting or one year from grant, with accelerated vesting upon certain events like a change in control, death, disability, or when the director ceases to serve.
Hillenbrand, Inc. insider equity update: A senior executive, identified as an officer serving as Sr. VP & President, MTS, reported equity holdings and new deferred equity awards in a Form 4 filing. Following the reported activity, the executive directly beneficially owns 8,903 shares of Hillenbrand common stock.
The filing details several grants of restricted stock units (RSUs) effective 12/31/2025, including deferred stock awards of 61, 17, 53 and 241 RSUs, and Matching RSUs of 8 and 16 units, all with a $0 exercise price. Each RSU represents the contingent right to receive one share of common stock and carries dividend equivalent rights. The awards vest in tranches between 2024 and 2028 under scheduled vesting dates and the company’s Executive Share Match framework, with settlement in shares or cash depending on vesting conditions.
Hillenbrand, Inc. reported insider equity activity by its Sr. VP & Chief Information Officer. On 12/31/2025, the officer acquired 182 shares of common stock at $0 through the vesting and settlement of previously granted restricted stock units, increasing direct holdings to 15,678 shares. On the same date, 81 shares were disposed of at $31.745 in a transaction coded “F,” typically used for shares withheld or sold to cover taxes, leaving 15,597 common shares directly owned.
The filing also lists multiple restricted stock unit awards and matching RSUs that each convert into one share of common stock, with vesting schedules running from 2024 through 2028 and entitlement to dividend equivalent rights that accrue on dividend record dates. Several RSU grants were credited on 12/31/2025, and one prior RSU award was partially settled into 182 common shares while retaining a remaining RSU balance.
Hillenbrand, Inc. reported equity awards to its President and CEO, Kimberly K. Ryan, as of 12/31/2025. The filing shows she directly beneficially owns 208,945.745 shares of Hillenbrand common stock.
The CEO also acquired several blocks of restricted stock units (RSUs) at a price of $0, including deferred stock awards dated 12/7/2023, 12/5/2024, and 12/4/2025, and Matching RSUs granted under the company’s Executive Share Match framework dated 03/31/2025. Each RSU represents the contingent right to receive one share of common stock and carries dividend equivalent rights that accrue on dividend record dates.
The RSUs vest in installments: some vest one-third per year on specific December dates from 2024 through 2028, while the Matching RSUs are scheduled to vest on March 31, 2028, subject to the framework’s vesting conditions and may be settled in shares or cash.
Hillenbrand, Inc. director Dennis W. Pullin reported changes in his equity holdings as of 12/31/2025. Table I shows he held zero shares of common stock directly after the reported transactions, while Table II details multiple grants of restricted stock units (RSUs) tied to prior deferred stock awards from 2021 through 2025. The RSUs were credited at a price of $0 per unit, reflecting non-cash awards.
Each RSU represents the right to receive one share of Hillenbrand common stock and carries dividend equivalent rights that accrue on dividend record dates. These RSUs vest at the earlier of the next annual shareholder meeting or one year from grant, with accelerated vesting and share delivery upon a change in control, the director’s death or permanent disability, or shortly after the director leaves the board.
Hillenbrand, Inc. reported equity awards for director Joy M. Greenway. On 12/31/2025, multiple tranches of restricted stock units (RSUs) tied to prior deferred stock awards from 2013 through 2025 were credited to her account at an exercise price of $0.
Each RSU represents the right to receive one share of Hillenbrand common stock and carries dividend equivalent rights that accrue on dividend record dates. Some of these RSUs vest immediately upon grant, while others vest on the earlier of the next annual shareholder meeting or one year from grant, with accelerated vesting upon events such as a change in control, death, disability, or when the director ceases to serve.
Following these transactions, Greenway continues to hold the RSUs directly as a director of the company, reflecting ongoing equity-based compensation rather than open-market purchases or sales of common shares.
Hillenbrand, Inc. director reports new stock-based awards. The filing shows director Helen W. Cornell reporting multiple grants of restricted stock units as deferred stock awards dated 12/31/2025, each representing the right to receive one share of Hillenbrand common stock at an exercise price of $0.
The restricted stock units carry dividend equivalent rights that accrue on dividend record dates. Some awards vest immediately upon grant but require the director to hold the underlying shares for a period after leaving the board, while others vest on the earlier of the next annual shareholder meeting or one year from grant, with share delivery tied to events such as a change in control, death, disability, or the director ceasing to serve.
The filing also shows indirect ownership of Hillenbrand common stock held through the Helen W. Cornell 2020 Irrevocable Trust and the Helen W. Cornell Revocable Trust.
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. filed an 8-K providing supplemental disclosures about its pending merger with an affiliate of Lone Star at $32.00 per share and related shareholder litigation. Two New York state court complaints and additional shareholder demands allege deficiencies in the definitive proxy statement and seek to block the deal or obtain damages and attorneys’ fees. Without admitting any wrongdoing, Hillenbrand is voluntarily adding disclosure to reduce litigation risk and potential delays to the merger.
The filing expands on the sale process, including competing bids ranging from $23 to $34 per share, and details Evercore’s valuation work. Evercore’s discounted cash flow analysis implied an equity value range of $28.55 to $53.20 per share, selected public company trading multiples implied $25.85 to $42.15, selected transaction multiples implied $29.10 to $39.00, and an illustrative future share price analysis implied $33.35 to $46.95, each compared to the agreed merger price of $32.00. The filing also summarizes management forecasts for revenue growth, rising adjusted EBITDA margins, and increasing unlevered free cash flow through fiscal 2030, and reiterates extensive forward-looking risk factors around the merger and broader business conditions.