Advantage Solutions COO has 530 shares withheld for taxes
Advantage Solutions’ COO, Branded Services, had shares withheld for taxes on RSU vesting and now holds 18,173 ADV shares directly.
Rhea-AI Filing Summary
Advantage Solutions Inc. (ADV) reported that Jeffrey Stephen Harsh, COO, Branded Services, had 530 shares of Class A Common Stock withheld on September 2, 2026 to satisfy tax withholding requirements upon vesting of restricted stock units. This tax-withholding disposition was not made under a Rule 10b5-1 trading plan, and Harsh now holds 18,173 shares directly.
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Insider Trade Summary
Tax Withholding: 530 shares
Tax Withholding
1 txn
Insider
Harsh Jeffrey Stephen
Role
COO, Branded Services
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock F1 | 530 | $31.92 | $17K |
Holdings After Transaction:
Class A Common Stock — 18,173 shares (Direct)
Footnotes (1)
- F1. Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units.
Key Figures
Shares withheld for tax: 530 shares
Per-share value for tax withholding: $31.92 per share
Post-transaction holdings: 18,173 shares
3 metrics
Shares withheld for tax
530 shares
Shares of Class A Common Stock withheld on September 2, 2026 for tax withholding on RSU vesting
Per-share value for tax withholding
$31.92 per share
Value applied to the 530 shares withheld on September 2, 2026
Post-transaction holdings
18,173 shares
Directly held shares of Class A Common Stock by Jeffrey Stephen Harsh after the transaction
Key Terms
restricted stock units, tax withholding, Rule 10b5-1 trading plan
3 terms
restricted stock units financial
"tax withholding requirements on vesting of restricted stock units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding financial
"shares withheld by the Company to satisfy tax withholding requirements"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
Rule 10b5-1 trading plan regulatory
"document-level Rule 10b5-1 checkbox is not marked"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
FAQ
What insider transaction did ADV report for Jeffrey Stephen Harsh?
ADV reported that COO, Branded Services, Jeffrey Stephen Harsh had 530 shares of Class A Common Stock withheld on September 2, 2026 to satisfy tax withholding on vesting of restricted stock units. This was a tax-withholding disposition, not an open-market trade.
Did the Form 4 for ADV report any open-market buys or sells by Jeffrey Stephen Harsh?
No. The Form 4 reports a single transaction coded F, representing shares withheld for tax withholding requirements on restricted stock unit vesting, and does not report any open-market purchases or sales.
AI-generated analysis. How Rhea-AI works. Not financial advice.