Hillenbrand Inc SEC Filings

Hillenbrand, Inc. officer reports stock transactions and new RSU grant. Senior Vice President and Chief Procurement Officer Carole Anne Phillips reported activity in Hillenbrand common stock and restricted stock units on 12/04/2025 and 12/05/2025. She acquired 956 shares of common stock at $31.82 per share and had 417 shares withheld at the same price to cover obligations, leaving her with 5,635 shares of common stock held directly.

Phillips also received a new award of 11,006 restricted stock units on 12/04/2025. Each unit represents the right to receive one share of common stock and carries dividend equivalent rights that accrue on dividend record dates. These units are scheduled to vest in three installments: one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/7/2028, subject to the award terms.

Hillenbrand, Inc. reported insider equity activity by its President and CEO, Kimberly K. Ryan. On 12/05/2025, she acquired 16,700 shares of common stock through a transaction coded "M" at a price of $31.82 per share, increasing her directly held stake to 190,703.745 shares before a same‑day disposition. She then disposed of 4,965 shares in a transaction coded "F" at $31.82 per share, leaving 185,738.745 shares of common stock held directly.

The filing also shows a new grant of 182,389 Restricted Stock Units dated 12/04/2025. Each unit represents the right to receive one share of Hillenbrand common stock and carries dividend equivalent rights that accrue on dividend record dates. These units are scheduled to vest in three equal installments on 12/4/2026, 12/4/2027, and 12/4/2028, aligning the CEO’s compensation with long-term company performance.

Hillenbrand, Inc. reported insider equity activity for its Senior Vice President & Chief Information Officer, Bhavik N. Soni. On 12/05/2025, he acquired 1,148 shares of common stock through a transaction coded “M” at $31.82 per share, and disposed of 505 shares in a transaction coded “F” at the same price. After these trades, he beneficially owned 14,035 common shares directly.

The filing also shows a new award of 11,006 Restricted Stock Units (Deferred Stock Award dated 12/04/2025). Each unit represents the right to receive one share of common stock and carries dividend equivalent rights that accrue on dividend record dates. These RSUs are scheduled to vest in three equal installments on 12/04/2026, 12/04/2027, and 12/04/2028, providing a multi‑year equity incentive.

Hillenbrand, Inc. reported insider equity activity for a senior executive. Sr. VP of Strategy & Corporate Development J. Michael Whitted exercised 2,875 shares of common stock on 12/05/2025 at $31.82 per share and had 843 shares withheld at the same price, likely to cover taxes, leaving him with 83,505 directly owned shares afterward.

On 12/04/2025, he also received a grant of 31,446 Restricted Stock Units (RSUs), each representing the right to one share of common stock and accruing dividend equivalents. These RSUs are scheduled to vest in three equal installments on 12/4/2026, 12/4/2027, and 12/4/2028, aligning part of his compensation with the company’s long-term performance.

Hillenbrand, Inc. reported an equity award to an executive officer. Interim CFO, VP, CC, & CAO Megan A. Walke received 7,044 Restricted Stock Units (RSUs) as of 12/04/2025, each representing the contingent right to receive one share of Hillenbrand common stock. These RSUs carry dividend equivalent rights that accrue on dividend record dates, so the award tracks future dividends until shares are delivered.

The RSUs are scheduled to vest in three equal installments: one-third on 12/04/2026, one-third on 12/04/2027, and one-third on 12/04/2028. Following this grant, Walke beneficially owns 4,966 shares of Hillenbrand common stock directly, separate from the RSU award.

Hillenbrand, Inc. reported insider equity transactions by its Sr. VP & President, APS. On 12/05/2025, the executive acquired 3,069 shares of common stock at $31.82 per share through the vesting and settlement of performance-based restricted stock units, then disposed of 1,582 shares at $31.82, typically consistent with tax withholding. Following these transactions, the executive directly beneficially owned 25,666 shares of common stock.

Separately, on 12/04/2025, the executive received a grant of 30,503 restricted stock units, each representing one share of common stock and carrying dividend equivalent rights. These units are scheduled to vest in three equal installments on 12/4/2026, 12/4/2027, and 12/4/2028, providing a long-term equity-based component to the executive’s compensation.

Hillenbrand, Inc. reported an equity award to senior executive Tamara Morytko, Sr. VP & President, MTS. On 12/04/2025, she received 33,647 Restricted Stock Units (RSUs), each representing the right to receive one share of Hillenbrand common stock. These RSUs carry dividend equivalent rights that accrue on dividend record dates, meaning she is credited for dividends as if she already held the underlying shares.

The RSUs are scheduled to vest in three equal installments: one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/4/2028. Following this grant, the filing shows 33,647 derivative securities (RSUs) held directly and 5,671 shares of common stock reported as directly owned.

Hillenbrand, Inc. has agreed to be acquired for cash by an affiliate of Lone Star Fund XII via a merger that will be voted on at a virtual special meeting on January 8, 2026. Under the Merger Agreement, each share of Hillenbrand common stock outstanding immediately before the effective time would be converted into the right to receive $32.00 in cash, without interest and subject to tax withholding. After the merger, Hillenbrand will become a wholly owned subsidiary of LSF12 Helix Parent, LLC, its stock will be delisted from the NYSE, and it will cease filing SEC reports. The transaction is financed through a Lone Star equity commitment of $1.647 billion plus committed debt facilities. The merger is taxable for U.S. holders, and there are no dissenters’ rights under Indiana law. Completion requires regulatory clearances (including HSR and CFIUS approvals and various foreign antitrust approvals) and approval of the Merger Agreement by a majority of the 70,508,655 shares outstanding as of November 28, 2025. Hillenbrand’s board unanimously recommends voting in favor and its directors and executives hold about 1,032,577 shares, or roughly 1.5% of the outstanding stock.

Hillenbrand, Inc. (HI) filed its annual report describing a global industrial business built around two segments: Advanced Process Solutions and Molding Technology Solutions, which supply highly engineered processing equipment, systems, and aftermarket services to plastics, food, recycling, and other industrial markets.

The company has reshaped its portfolio, including the 2023 divestiture of its historical Batesville segment and the March 31, 2025 divestiture of a majority interest in the Milacron injection molding and extrusion business, retaining a 48.74% minority stake. Hillenbrand employs about 8,200 people worldwide, with a strong focus on safety, talent development, and diversity, equity, and inclusion.

The report highlights a sustainability program aligned with the Hillenbrand Operating Model, including TCFD-aligned climate disclosure starting in fiscal 2025. It also details a pending acquisition by affiliates of Lone Star, under which each outstanding Hillenbrand share will be converted into $32.00 in cash, subject to shareholder and regulatory approvals and other customary closing conditions.