MILLERKNOLL, INC. (MLKN) SEC Filings

MillerKnoll, Inc. (MLKN) is asking shareholders to vote at its October 12, 2026 virtual annual meeting on four items: elect three directors for three-year terms, approve on an advisory basis named executive officer (NEO) pay, ratify KPMG LLP as independent auditor for fiscal 2027, and approve the 2026 Long-Term Incentive Plan, which amends and restates the 2025 plan.

For fiscal 2026, net sales grew 4.7% on a reported basis, with segment growth in North America Contract, Global Retail, and modest growth in International Contract. Gross margin was 38.8%. Operating earnings rose to $198.3 million with a 5.2% margin versus $50.5 million and 1.4% a year earlier. Diluted EPS was $1.32 versus a prior-year diluted loss of $(0.54); adjusted diluted EPS was $1.86 versus $1.95. Operating cash flow was $199.9 million, capital expenditures $122.3 million, dividends paid $51.1 million, and year-end cash $167.7 million.

The Board, chaired by John R. Hoke III, is fully independent and organized into Audit, Compensation, and Governance and Corporate Responsibility Committees, all composed of independent directors. Jeff Stutz has become Interim CEO following the announced retirement of former CEO Andi R. Owen. The compensation program emphasizes pay-for-performance using annual incentives tied to adjusted operating earnings and equity awards in performance stock units and RSUs, supported by stock ownership guidelines, clawback policies, and prohibitions on hedging and pledging.

FMR LLC filed an amended Schedule 13G reporting beneficial ownership of MillerKnoll Inc. common stock. FMR and related parties report beneficial ownership of 2,092,428 shares of common stock, representing 3.1% of the class as of June 30, 2026.

FMR reports sole voting power over 2,092,146 shares and sole dispositive power over 2,092,428 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 2,092,428 shares and no voting power. One or more other persons may receive dividends or sale proceeds, but no other person has more than 5% of the class.

Andrea Ruth Owen filed a notice to sell MLKN common stock under Rule 144 through Morgan Stanley Smith Barney LLC, with 95,228 shares listed and an indicated value of $2,302,338.33 as of 08/05/2026. The filing also lists recent stock sales over the prior three months and upcoming equity awards from restricted stock and performance stock units granted for services rendered.

An affiliate of MLKN filed a notice of proposed sales of common stock. The filing lists planned sales of 9,128 and 10,743 common shares, acquired through restricted stock vesting under a registered plan as compensation for services rendered, to be sold through Morgan Stanley Smith Barney LLC on NASDAQ on or after 08/04/2026. It also reports that Andrea Ruth Owen sold 60,511 common shares for $1,333,174.57 on 07/16/2026 and 182,314 common shares for $3,804,587.90 on 07/02/2026.

MillerKnoll, Inc. Chief Financial Officer Kevin J. Veltman reported equity compensation activity on August 1, 2026. He exercised 1,172 restricted stock units, receiving the same number of common shares, while 1,141.649 common shares were disposed of to satisfy the exercise price or related tax obligations at $22.5200 per share. The award activity also included common shares issued pursuant to previously granted Performance Share Units under the company’s 2020 long-term incentive plan. Following the RSU transaction, 49,237 restricted stock units remained reported as beneficially owned, and 686.136 common shares were held indirectly through a profit share plan.

MillerKnoll, Inc. Chief Creative Officer Bruce Benedict Watson exercised 8,138 Restricted Stock Units into the same number of common shares on August 1, 2026, while retaining 56,707 RSUs. He also received common shares of 4,041, 1,621 and 3,466 from Performance Share Units granted under the 2020 LTIP, and had several share withholdings at $22.5200 per share to pay exercise price or tax liabilities. He additionally holds common stock indirectly through a profit share plan.

MillerKnoll officer Michael John P exercised 10,783 Restricted Stock Units into the same number of common shares on August 1, 2026, leaving 66,604 RSUs outstanding. He also received common shares issued from Performance Share Units granted in 2023 under the 2020 LTIP, while a total of 10,467.576 shares of common stock at $22.52 per share were delivered or withheld to satisfy exercise price or tax liability obligations.

MillerKnoll, Inc. executive Debbie F. Propst, President Global Retail, reported multiple equity transactions on August 1, 2026. She exercised 10,783 Restricted Stock Units into common stock and following the transaction held 66,604 RSUs. Common shares were also issued pursuant to Performance Share Units granted October 19, 2023 under the company’s 2020 LTIP. In separate code F entries, 11,166.412 shares of common stock were withheld at $22.52 per share to satisfy exercise-price or tax obligations.

MillerKnoll, Inc. Chief Legal Officer Jacqueline Hourigan Rice reported equity compensation activity dated August 1, 2026. She converted 6,917 restricted stock units into the same number of common shares and now holds 47,609 RSUs.

She also received common-share issuances of 3,435, 1,378 and 2,946 shares from performance share units granted under the 2020 LTIP. To cover tax or exercise obligations, 6,739.585 shares of common stock were withheld at $22.52 per share. The RSUs vest 25%, 25% and 50% on August 1 over three years.