KNF 8-K SEC Filing Analysis

Latest settled — T+5d

KNF ▲ +8.78% at T+5d

NEUTRAL call ✓ call won +8.78% · α vs SPY +7.12% · entry $72.20 → $78.54

Next anchor: T+20d in 7d

Last close $76.92 (close Jun 12) · +6.54% from $72.20 entry

Entry anchored
May 21, 2026
via day open

T+1d

+3.62%

call +3.62% · α +3.03%

$74.81

settled 24d ago

T+5d

+8.78%

call +8.78% · α +7.12%

$78.54

settled 17d ago

T+20d

—

call — · α —

—

in 7d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

Knife River appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller, replacing Marney L. Kadrmas who moves to a new Senior VP, Financial Strategy role. The annual meeting also ratified directors and Deloitte & Touche as auditor for 2026.

Actionable Insight

A standard internal accounting leadership transition with no immediate read-through for the stock. Monitor the next 10-Q for any change in accounting policy or disclosure control implications following the CAO change.

Key Facts

Appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller effective May 21, 2026, with a $320,000 annual base salary and an EICP target of 50%
Marney L. Kadrmas was renamed Senior VP of Financial Strategy from VP and Chief Accounting Officer, effective May 21, 2026
All director nominees (Brian R. Gray and Karen B. Fagg) were elected at the annual meeting
Deloitte & Touche LLP ratified as independent auditor for 2026 with ~96% of votes cast in favor
Say-on-pay advisory vote passed with ~96% of votes cast in favor

Financial Impact

No material financial impact; new CAO's cash compensation is $320,000 annually, plus incentive target of 50% of base salary

Risk Factors

No risks identified

Market Snapshot

Exchange

NYSE

Sector

Mining & Quarrying of Nonmetallic Minerals (No Fuels)

Analyst Consensus

73% bullish (15 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001628280-26-037338
Exhibit: exhibit101-offerletterforc.htm	0001628280-26-037338
Document: 0001628280-26-037338-index-headers.html	0001628280-26-037338
Document: 0001628280-26-037338-index.html	0001628280-26-037338
Document: 0001628280-26-037338.txt	0001628280-26-037338

5 reports for KNF

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for KNF — sortable, filterable
	Type				Now
Jun 11, 2026 3d ago	Institutional Cluster MIXED ★ 4/10	$73.68 awaiting T+5	awaiting T+5	—	$76.92 (+4.40%)
May 21, 2026 24d ago	8-K NEUTRAL ★ 3/10	$72.20 $78.54	▲ +8.78%	▲ +7.12%	$76.92 (+6.54%)
May 18, 2026 27d ago	8-K BULLISH ★ 6/10	$70.83 $78.30	▲ +10.55%	▲ +8.25%	$76.92 (+8.60%)
May 5, 2026 5w ago	8-K MIXED ★ 5/10	$87.12 $82.41	▼ −5.41%	▼ −7.39%	$76.92 (−11.71%)
Apr 6, 2026 9w ago	DEFA14A NEUTRAL ★ 3/10	$74.82 $86.61	▲ +15.76%	▲ +11.62%	$76.92 (+2.81%)

US Market Status

Market Closed — Opens in 3h 24m

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