Form 4: Hillenbrand Executive Acquires New Stock Awards
Insider Transaction Report
Ulrich Bartel, Sr. VP & President of APS at Hillenbrand, Inc., acquired additional Restricted Stock Units on September 30, 2025, as part of various deferred stock and matching awards.
Summary
- Ulrich Bartel, Sr. VP & President, APS, of Hillenbrand, Inc. (HI), reported changes in beneficial ownership of company securities.
- On September 30, 2025, Bartel acquired 15 Restricted Stock Units (RSUs) originating from a December 7, 2022 deferred stock award, bringing his total beneficial ownership for this specific award series to 1,859 RSUs.
- He also acquired 46 RSUs from a December 7, 2023 deferred stock award, increasing his total beneficial ownership for this award series to 5,637 RSUs.
- An additional 80 RSUs were acquired from a December 5, 2024 deferred stock award, resulting in a total beneficial ownership of 9,763 RSUs for this award series.
- Furthermore, 44 Matching RSUs were acquired under the Company's Executive Share Match framework (March 31, 2025), bringing the total beneficial ownership for this award series to 5,348 RSUs.
- Following these reported transactions, Bartel directly beneficially owns 24,179 shares of Hillenbrand, Inc. Common Stock.
Sentiment
Score: 6
Explanation: Slightly positive as an executive is acquiring additional equity awards, which generally aligns their interests with shareholders. However, it's a routine compensation event rather than a discretionary open-market purchase.
Positives
- The acquisition of additional Restricted Stock Units by a Senior Vice President and President of a key division (APS) indicates continued alignment of management's interests with long-term shareholder value.
- The awards are structured with multi-year vesting schedules, promoting sustained executive commitment and performance over several years.
Future Outlook
The acquired Restricted Stock Units are subject to multi-year vesting schedules, with portions vesting on December 7, 2025, December 5, 2025, December 7, 2026, December 5, 2026, December 5, 2027, and March 31, 2028, contingent on specific award conditions.
Industry Context
This filing reflects a routine insider transaction related to executive compensation, common across publicly traded companies to align executive incentives with long-term shareholder interests. It does not provide broader industry insights.
Stakeholder Impact
- Shareholders: The executive's increased equity ownership aligns management incentives with shareholder value creation over the long term.
Next Steps
- Vesting of 15 RSUs (from 2022 award) on December 7, 2025.
- Vesting of 80 RSUs (from 2024 award) on December 5, 2025.
- Vesting of 46 RSUs (from 2023 award) on December 7, 2025.
- Subsequent vesting of remaining RSUs from the 2023, 2024, and Matching RSU awards on their respective scheduled dates through March 31, 2028.
Key Dates
| Date | Description |
|---|---|
| 2022-12-07 | Original grant date of a deferred stock award series, from which 15 RSUs were acquired on 09/30/2025. |
| 2023-12-07 | Original grant date of a deferred stock award series, from which 46 RSUs were acquired on 09/30/2025. Also, first vesting date for the 2022 deferred stock award. |
| 2024-12-05 | Original grant date of a deferred stock award series, from which 80 RSUs were acquired on 09/30/2025. |
| 2024-12-07 | Second vesting date for the 2022 deferred stock award and first vesting date for the 2023 deferred stock award. |
| 2025-03-31 | Original grant date of a Matching RSU Framework award series, from which 44 RSUs were acquired on 09/30/2025. |
| 2025-09-30 | Transaction date for the acquisition of 15, 46, 80, and 44 Restricted Stock Units by Ulrich Bartel. |
| 2025-10-02 | Date the Form 4 was signed by Allison A. Westfall, Attorney-in-Fact for Bartel Ulrich. |
| 2025-12-05 | First vesting date for the 2024 deferred stock award. |
| 2025-12-07 | Third and final vesting date for the 2022 deferred stock award and second vesting date for the 2023 deferred stock award. |
| 2026-12-05 | Second vesting date for the 2024 deferred stock award. |
| 2026-12-07 | Third and final vesting date for the 2023 deferred stock award. |
| 2027-12-05 | Third and final vesting date for the 2024 deferred stock award. |
| 2028-03-31 | Vesting date for the Matching RSUs granted under the Executive Share Match framework. |
Keywords
Hillenbrand, HI, SEC Form 4, Insider Transaction, Restricted Stock Units, RSU, Executive Compensation, Ulrich Bartel, Stock Award, Beneficial Ownership
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