Kadant (NYSE: KAI) CEO Powell gifts 12,282 shares to his revocable trust

Rhea-AI Filing Summary

Kadant Inc. President & CEO Jeffrey L. Powell reported an internal share transfer involving company stock. He made a bona fide gift of 12,282 shares of common stock to the Jeffrey L. Powell Revocable Trust for no consideration. According to the disclosure, Powell is the trustee, and he and his immediate family are the sole beneficiaries, so he remains the beneficial owner of the shares held by the trust. Following this transaction, the trust holds 60,949 shares of Kadant common stock indirectly attributed to Powell, while his direct holdings for this block are shown as zero, indicating a change in how the shares are titled rather than an economic sale.

Insights

Insider transactions analyst

Powell’s Form 4 shows an internal gift of shares to his revocable trust, not a market sale.

The filing reports that 12,282 shares of Kadant common stock were transferred as a bona fide gift to the Jeffrey L. Powell Revocable Trust for no consideration. The transaction is coded as a gift, so it does not involve a market trade or cash proceeds.

The footnote clarifies that Powell serves as trustee and that he and his immediate family are the sole beneficiaries, meaning he remains the beneficial owner of the shares. After the transaction, the trust holds 60,949 shares, so this looks like estate or ownership structuring rather than a change in his economic exposure.

Because the move does not reduce his beneficial ownership and there are no open-market buys or sells, this filing appears administrative and routine from an investment perspective, with limited direct signal about Powell’s view of Kadant’s future performance.

Insider Trade Summary

12,282 shares gifted

Mixed 2 txns

Insider Powell Jeffrey L

Role President & CEO

Type	Security	Shares	Price	Value
Gift	Common Stock	12,282	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 0 shares (Direct, null); Common Stock — 60,949 shares (Indirect, By Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust)

Footnotes (1)

1. [object Object]

Key Figures

Shares gifted: 12,282 shares Shares indirectly owned after: 60,949 shares Gift consideration: $0.00 per share +2 more

5 metrics

Shares gifted 12,282 shares Bona fide gift of common stock on June 3, 2026

Shares indirectly owned after 60,949 shares Held via Jeffrey L. Powell Revocable Trust after transaction

Gift consideration $0.00 per share Transfer to revocable trust for no consideration

Gift transactions 1 transaction Form 4 transactionSummary giftCount

Gifted share total 12,282 shares Form 4 transactionSummary giftShares

Key Terms

bona fide gift, revocable trust, beneficial owner, indirect ownership

4 terms

bona fide gift financial

"The transaction code description is “Bona fide gift,” indicating a non-market transfer."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

revocable trust financial

"Shares were transferred to the Jeffrey L. Powell Revocable Trust, with Powell as trustee."

A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.

beneficial owner financial

"The reporting person remains the beneficial owner of the securities held by the trust."

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

indirect ownership financial

"Total shares following the transaction are reported as indirectly owned through the trust."

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Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Powell Jeffrey L

(Last) (First) (Middle)

KADANT INC.

ONE TECHNOLOGY PARK DRIVE

(Street)

WESTFORD MASSACHUSETTS 01886

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
KADANT INC [ KAI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/03/2026		G		12,282	D	$0	0	D(1)
Common Stock								60,949	I(1)	By Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. On June 3, 2026, the reporting person transferred 12,282 shares of Kadant Inc. common stock to Jeffrey L. Powell, and his Successors, as Trustee of the Jeffrey L. Powell Revocable Trust, for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securites held by the trust.

Remarks:

	/s/ Stacy D. Krause, by power of attorney	06/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Kadant (KAI) CEO Jeffrey L. Powell report?

Jeffrey L. Powell reported a bona fide gift of 12,282 shares of Kadant common stock. The shares were transferred for no consideration to his revocable trust, changing legal title but not his underlying beneficial ownership of the stock.

Does the Kadant (KAI) Form 4 show Jeffrey L. Powell selling shares on the market?

No, the Form 4 shows a gift transfer, not a market sale. Powell moved 12,282 shares into his revocable trust for no consideration, and he remains the beneficial owner, according to the filing’s footnote disclosure.

How many Kadant (KAI) shares does Jeffrey L. Powell’s revocable trust hold after the transaction?

After the reported gift, the revocable trust holds 60,949 shares of Kadant common stock indirectly attributed to Powell. The filing states he is trustee and a beneficiary, so these shares continue to count toward his beneficial ownership position.

Why is Jeffrey L. Powell’s Kadant (KAI) transaction coded as a bona fide gift?

The transaction is coded “G” for bona fide gift because Powell transferred 12,282 shares of Kadant stock to his revocable trust for no consideration. This indicates a non-market transfer, typically associated with estate or ownership planning instead of trading activity.

Did Jeffrey L. Powell’s beneficial ownership of Kadant (KAI) shares change after this Form 4?

According to the footnote, Powell remains the beneficial owner of the shares held by the revocable trust. Although legal title moved to the trust, his economic interest and control over the 60,949 shares reported as indirectly owned did not change.