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.
Nicholas R. Farrell, Sr. VP, GC & Secretary of Hillenbrand, Inc. (HI), reported transactions on 09/30/2025 in a Form 4 filing. The filing shows a disposition of 69,299 shares of common stock (Code V) and multiple entries recording the acquisition/vesting or grant of Restricted Stock Units (RSUs) totaling reported underlying shares: 12, 36, 83, 59, and 11,501. Following those RSU entries, the filing lists beneficially owned share counts of 1,508, 4,451, 10,174, 7,192, and 11,501 respectively. The RSUs carry dividend equivalent rights and have specified vesting schedules and settlement mechanics, including matching RSUs under an Executive Share Match framework that vest in 2028 and may be settled in shares or cash. The Form 4 is signed by Allison A. Westfall, Attorney-in-Fact on 10/02/2025.
J. Michael Whitted, the company's Sr. VP, Strategy & Corp. Dev., filed a Form 4 reporting transactions dated 09/30/2025. The filing shows a disposition of 81,473 shares of Hillenbrand common stock reported in Table I. Table II reports multiple Restricted Stock Unit (RSU) awards recorded as acquisitions on 09/30/2025, including 14, 39, 299, 67, and 63 RSUs from prior awards and a separate entry for 10,798 Matching RSUs with a 10/01/2025 transaction date. The RSUs convert one-for-one into common shares and carry dividend equivalent rights; vesting schedules for each grant are disclosed, ranging from 12/7/2023 through 10/01/2028 depending on the award. The form is signed by an attorney-in-fact for Mr. Whitted on 10/02/2025.
Aneesha Arora, Sr. VP & Chief HR Officer of Hillenbrand, Inc. (HI), filed a Form 4 reporting transactions dated 09/30/2025. The filing shows a disposition of 18,320 shares of the issuer's common stock and continuing indirect ownership of 16,125 shares through The Arora Revocable Trust. The Form 4 was signed by an attorney-in-fact on 10/02/2025.
On the same date, Ms. Arora reported acquisition entries for restricted stock units (RSUs) tied to prior awards: 12 RSUs (Deferred Award 12/07/2022), 33 RSUs (Deferred Award 12/07/2023), 79 RSUs (Deferred Award 12/05/2024), and 153 RSUs (Matching RSU Framework 03/31/2025). These RSUs are each scheduled to vest according to the award schedules described in the filing and are entitled to dividend equivalents.
Megan A. Walke, listed as Interim CFO, VP, CC & CAO of Hillenbrand, Inc. (HI), reported transactions dated 09/30/2025. The filing shows a disposition of 4,966 shares of common stock and the vesting/acquisition of restricted stock units from three deferred awards: 4 units (award dated 12/7/2022), 15 units (award dated 12/7/2023), and 27 units (award dated 12/5/2024), each representing a contingent right to one share. The RSUs carry dividend equivalent rights and have scheduled vesting in one‑third installments across the specified multi‑year schedules. The form is signed by an attorney‑in‑fact, Allison A. Westfall, dated 10/02/2025.
Jennifer W. Rumsey, a director of Hillenbrand, Inc. (HI), reported transactions dated 09/30/2025. The filing shows an indirect beneficial ownership of 587 shares through a revocable living trust and a disposition entry of 0 common shares. On 09/30/2025 Ms. Rumsey is recorded as acquiring a series of Restricted Stock Units from prior deferred awards: 5, 25, 23, 24, 26 and 34 RSUs (totaling 137 RSUs). The RSUs carry dividend equivalent rights and various vesting/delivery conditions: some vest immediately but delivery is deferred until a change in control, death, permanent disability, or termination of directorship; others vest on the earlier of the next annual meeting or one year from grant, with the same delivery deferral triggers. The form is signed by an attorney-in-fact on 10/02/2025.
Hillenbrand director Joseph T. Lower filed a Form 4 reporting changes in his beneficial ownership. On 09/30/2025 he was credited with 34 Restricted Stock Units (granted 02/18/2025) that represent the right to receive 34 shares of the issuer's common stock. Following the reported transaction he beneficially owned 4,122 shares of Hillenbrand common stock. The RSUs carry dividend equivalent rights and vest on the earlier of the next annual meeting or one year from grant, but they will become immediately vested on a change in control, the director's death or permanent total disability, or one day after he ceases to be a director. The Form 4 was signed by an attorney-in-fact on 10/02/2025.
Hillenbrand, Inc. director and Sr. VP & President, APS Ulrich Bartel filed a Form 4 disclosing transactions dated 09/30/2025. The filing reports a disposition of 24,179 shares of common stock (non-derivative) and the acquisition of restricted stock units (RSUs) settled in common shares on the same date. The RSU grants include 15, 46, 80, and 44 units from awards dated 12/7/2022, 12/7/2023, 12/5/2024, and 03/31/2025, respectively, with stated resulting beneficial ownership of 1,859, 5,637, 9,763, and 5,348 shares. The RSUs carry dividend equivalents and specified vesting schedules, including multi-year vesting tranches and a matching award that vests on 03/31/2028. The form is signed by an attorney-in-fact on behalf of Mr. Bartel on 10/02/2025.
Daniel C. Hillenbrand, a director of Hillenbrand, Inc. (HI), filed a Form 4 reporting transactions dated 09/30/2025. The filing shows a disposition of 3,448 shares of common stock. It also details multiple indirect beneficial holdings held through trusts and entities, including 20,000, 8,631, 28,248, 48,611, 135,863, and 5,754 shares attributed to various trusts and partnerships.
The filing also reports the grant/settlement of several Restricted Stock Units on 09/30/2025, with specific vested units of 9, 24, 36, 25, 23, 24, 26, and 34 units converting to beneficial ownership totals of 1,111, 2,942, 4,400, 3,099, 2,862, 2,913, 3,165, and 4,122 shares respectively. The RSUs carry dividend equivalent rights and varying vesting rules as explained in the filing.
Tamara Morytko, Sr. VP & President, MTS of Hillenbrand, Inc. (HI), reported changes in her holdings on a Form 4 covering transactions dated 09/30/2025 and 10/01/2025. The filing shows a disposition of 5,671 shares of common stock (Table I, Code V). It also records the settlement/conversion of multiple Restricted Stock Unit grants into common shares: 70, 39, 92, and 10 shares reported on 09/30/2025, and a 2,248-share settlement on 10/01/2025. Each RSU is shown with a $0 price reflecting settlement in shares, and the filing lists the post-transaction beneficial ownership totals for each grant line.
Bhavik N. Soni, Senior Vice President & Chief Information Officer of Hillenbrand, Inc. (HI), filed a Form 4 reporting several equity changes dated 09/30/2025 and signed 10/02/2025. The filing shows a disposition of 13,392 shares of Hillenbrand common stock and multiple acquisitions of Restricted Stock Units (RSUs) granted under prior award dates. The RSU entries record 5, 14, 25, 4, and 34 RSUs added to Mr. Soni's holdings, each settled in common stock and carrying dividend-equivalent rights.
The RSUs vest on specified schedules (one-third annual tranches for most awards) with one Matching RSU tied to the Executive Share Match framework vesting on March 31, 2028. After these transactions the filing reports updated beneficial ownership totals per award (for example 4,235 shares following the Matching RSU entry). The Form 4 discloses only the transactions and vesting schedules; no prices were paid for the RSUs and no additional commentary is included.