MILLERKNOLL, INC. SEC Filings

MillerKnoll, Inc. Chief Creative Officer Bruce Benedict Watson exercised restricted stock units representing 14,407 shares of common stock on July 22, 2026, at no cash exercise price. To satisfy exercise-price or tax obligations, 6,634.422 shares were delivered or withheld at $21.895 per share. The restricted stock units vest in three equal annual installments each July 22, and he also reports 2,213.837 shares of common stock held indirectly through a profit share plan.

MillerKnoll, Inc. executive Michael John P reported the vesting and conversion of 16,415 restricted stock units into common stock on July 22, 2026. Each restricted stock unit represents a contingent right to receive one share of common stock and vests in three equal annual installments each July 22. In connection with these awards, 2,815.428 and 4,716.230 common shares were disposed of at $21.8950 per share to satisfy obligations related to the transactions, while footnotes note that derivative holdings include dividend equivalent units covered by a Rule 16b-2 exemption.

MillerKnoll, Inc. President Global Retail Debbie F. Propst reported equity compensation activity dated July 22, 2026. She converted 16,415 restricted stock units into an equal number of common shares in two tranches of 5,994 and 10,421 units that vest in three equal annual installments each July 22. To pay exercise price or tax liabilities, 3,003.379 and 5,031.101 common shares were disposed of at $21.895 per share through share withholding. Each restricted stock unit represents a contingent right to receive one share of MillerKnoll common stock, and dividend equivalent units are reinvested in the corresponding vesting RSUs.

MillerKnoll, Inc. Chief Legal Officer Jacqueline Hourigan Rice exercised restricted stock units into 12,790 shares of common stock at $0.0000 per share. In connection with these awards, 2,192.653 and 3,697.048 shares were used at $21.895 per share to pay exercise price or tax-related obligations. The restricted stock units vest in three equal annual installments each July 22.

MillerKnoll interim CEO Jeffrey M. Stutz converted 18,907 restricted stock units into the same number of common shares on July 22, 2026. Code F entries show 8,706.821 shares withheld at $21.895 per share as payment of exercise price or tax liability, and 15,206.806 shares are held indirectly by a profit share plan. These restricted stock units vest in three equal annual installments each July 22.

MillerKnoll, Inc. designs, manufactures, and distributes contract and residential furnishings globally under brands including Herman Miller, Knoll, Design Within Reach, HAY, Muuto, Maharam and others. Operations are organized into North America Contract, International Contract, and Global Retail, supported by a global manufacturing and dealer network and approximately 10,544 employees as of May 30, 2026.

For fiscal 2026, net sales were $3,841.7 million, up 4.7%, with organic net sales of $3,800.4 million, up 3.6%. Gross margin remained 38.8%. Operating expenses fell 5.9% to $1,290.5 million, lifting operating earnings to $198.3 million from $50.5 million. Adjusted operating earnings were $238.4 million, a 6.2% margin. Diluted EPS was $1.32 versus a prior-year loss of $0.54; adjusted diluted EPS was $1.86 versus $1.95. Cash dividends totaled $0.75 per share.

North America Contract grew sales 4.9% with adjusted operating margin of 10.3%. International Contract sales rose 2.1% but organic sales declined 1.2% and adjusted margin decreased to 8.6%. Global Retail sales increased 5.9%, with adjusted operating margin of 3.0%. Backlog was $678.8 million, down from $761.3 million, and consolidated long-term debt was $1.26 billion. Key risks include macroeconomic and consumer demand pressures, intense competition, tariffs and trade policy, geopolitical and supply chain disruption, AI-driven changes in customer behavior, cybersecurity threats, climate and sustainability requirements, significant goodwill and trade name balances with limited valuation cushion, and execution risk around a CEO transition announced in June 2026.

MillerKnoll, Inc. reports that its Board of Directors approved amendments to the company’s Amended and Restated Bylaws effective July 14, 2026. The change removes a provision that barred individuals from being elected to the Board after age 72 and required directors reaching 72 to resign by the next annual shareholder meeting.

Separately, the Board amended its Board Governance Guidelines, increasing the director retirement age from 72 to 75 and allowing the Board to temporarily waive the retirement-age provision for a specific, one-time action when it determines such a waiver is in the best interests of the company and its shareholders.

MLKN reports a planned sale of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, listing 60511 units with a related monetary figure of 1333174.57 and another figure of 68375000 units, tied to an intended NASDAQ transaction date of 07/16/2026.

The notice also lists prior equity awards of restricted stock and performance stock units from 2021 to 2024 for services rendered, in amounts such as 5062, 5907, 19000 and 10777 units, and records common stock activity during the past three months, including 182314 units on 07/02/2026 for 3804587.90.

Stutz Jeffrey M reported acquisition or exercise transactions in this Form 4 filing.

MillerKnoll, Inc. reported that Interim CEO Jeffrey M. Stutz received a compensation-related grant of 77,504 Restricted Stock Units (RSUs) on 2026-07-14. Each RSU represents a contingent right to receive one share of MillerKnoll common stock and was awarded at no cash cost. The RSUs vest in three equal annual installments, with each tranche vesting on July 22 of the respective year. Following this award, Stutz’s reported direct holdings total 138,139 shares.