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Albertsons Companies (ACI) CMO exercises 40,003 shares; tax withheld

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Albertsons Companies Chief Merchandising Officer Michelle Larson exercised performance-based equity awards and settled related taxes using shares. On April 21, 2026, she exercised 40,003 Performance-Based Restricted Stock Units into Class A common stock at $17.90 per share. To cover tax obligations, 16,742 shares of Class A common stock were disposed of in a tax-withholding transaction, not an open-market sale. Following these transactions, Larson directly held 182,764 shares of Class A common stock. The footnote explains that the performance-based restricted stock units were granted on March 20, 2023 and vested upon Compensation Committee certification of company performance.

Positive

  • None.

Negative

  • None.
Insider Larson Michelle
Role Chief Merchandising Officer
Type Security Shares Price Value
Exercise Performance-Based Restricted Stock Units 40,003 $0.00 --
Exercise Class A common stock, par value $0.01 per share 40,003 $17.90 $716K
Tax Withholding Class A common stock, par value $0.01 per share 16,742 $0.00 --
Holdings After Transaction: Performance-Based Restricted Stock Units — 0 shares (Direct, null); Class A common stock, par value $0.01 per share — 182,764 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares exercised 40,003 shares Performance-based RSUs converted to Class A common stock on April 21, 2026
Exercise price $17.90 per share Exercise of performance-based restricted stock units into Class A common stock
Tax-withholding shares 16,742 shares Shares disposed of to satisfy tax obligations related to the equity vesting
Post-transaction holdings 182,764 shares Class A common stock directly held by Michelle Larson after transactions
Net new shares from exercise 23,261 shares 40,003 shares exercised minus 16,742 shares withheld for taxes
Performance-Based Restricted Stock Units financial
"Performance-Based Restricted Stock Units granted on March 20, 2023, vested"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Exercise or conversion of derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
Class A common stock financial
"Class A common stock, par value $0.01 per share"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Compensation Committee financial
"vested (as adjusted for Company performance) upon certification by the Compensation Committee"
A compensation committee is a group within a company's leadership responsible for setting and reviewing how much top executives and employees are paid, including salaries, bonuses, and benefits. It matters to investors because fair and effective pay decisions can influence a company's performance, leadership motivation, and overall governance, helping ensure that the company’s management is aligned with shareholders’ interests.
SEC Form 4
FORM 4UNITED 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*
Larson Michelle

(Last)(First)(Middle)
C/O ALBERTSONS COMPANIES, INC.
250 E. PARKCENTER BLVD.

(Street)
BOISE IDAHO 83706

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Albertsons Companies, Inc. [ ACI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Merchandising Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/21/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A common stock, par value $0.01 per share04/21/2026M40,003A$17.9182,764D
Class A common stock, par value $0.01 per share04/21/2026F16,742D(1)166,022D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance-Based Restricted Stock Units(1)04/21/2026M40,003 (1) (1)Class A common stock, par value $0.0140,003(1)0D
Explanation of Responses:
1. Performance-based restricted stock units granted on March 20, 2023, vested (as adjusted for Company performance) upon certification by the Compensation Committee.
Remarks:
Thomas Moriarty, Attorney-in-Fact for Michelle Larson04/23/2026
** Signature of Reporting PersonDate
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 did Albertsons (ACI) executive Michelle Larson report in this Form 4?

Michelle Larson reported exercising 40,003 performance-based restricted stock units into Class A common stock and a related tax-withholding share disposition. These actions are compensation-related equity events rather than open-market share purchases or sales.

How many Albertsons (ACI) shares did Michelle Larson acquire through the option exercise?

She acquired 40,003 shares of Albertsons Class A common stock by exercising performance-based restricted stock units at $17.90 per share. This converted previously granted equity awards into directly held common shares in her name.

How many Albertsons (ACI) shares were used for tax withholding in Larson’s transaction?

A total of 16,742 shares of Albertsons Class A common stock were disposed of to satisfy tax obligations. This tax-withholding disposition is recorded under transaction code F and is not an open-market sale to outside investors.

What are performance-based restricted stock units in the Albertsons (ACI) filing?

The performance-based restricted stock units were equity awards granted on March 20, 2023 that vested based on company performance. Upon Compensation Committee certification, 40,003 units converted into Class A common shares for Michelle Larson.

How many Albertsons (ACI) shares does Michelle Larson hold after these transactions?

After the reported exercise and tax-withholding disposition, Michelle Larson directly holds 182,764 shares of Albertsons Class A common stock. This figure reflects her post-transaction ownership as disclosed in the Form 4 data.

Was there any open-market buying or selling by Michelle Larson in this Albertsons (ACI) Form 4?

The filing shows no open-market purchases or sales. It records an equity award exercise and a tax-withholding disposition, which are internal compensation and tax events rather than discretionary trades in the public market.