Allison insider logs RSU vesting, tax withholding
Allison Transmission Holdings insider G. Frederick Bohley reported routine equity award activity.
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Form Type
4
Rhea-AI Filing Summary
Allison Transmission Holdings insider G. Frederick Bohley reported routine equity award activity. On 2026-06-04, restricted stock units and related dividend equivalent rights vested, resulting in the acquisition of 543 shares of common stock.
To cover tax obligations on this vesting, 242 shares were withheld by the company. After these transactions, Bohley holds 112,886 shares of Allison Transmission common stock directly and 360 shares indirectly through his spouse. The filing reflects compensation-related vesting rather than open-market buying or selling.
Insider Trade Summary
543 shares exercised/converted
Exercise
6 txns
Insider
Bohley G Frederick
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 533 | $0.00 | $0.00 |
| Exercise | Dividend Equivalent Rights | 10 | $0.00 | $0.00 |
| Exercise | Common Stock | 533 | $0.00 | $0.00 |
| Exercise | Common Stock | 10 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 242 | $118.38 | $29K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 534 contracts (Direct);
Dividend Equivalent Rights — 170 contracts (Direct);
Common Stock — 112,886 shares (Direct);
Common Stock — 360 shares (Indirect, By Spouse)
Footnotes (3)
- F1. Settlement of restricted stock units ("RSUs") granted on June 4, 2024. Each RSU represents a contingent right to receive one share of Allison Transmission Holdings, Inc. ("ALSN") common stock.
- F2. Settlement of dividend equivalent rights ("DERs"). The DERs accrued when and as dividends were paid on ALSN common stock and vest proportionately with the RSU to which they relate. Each DER is the economic equivalent of one share of ALSN common stock.
- F3. Represents shares withheld by ALSN to satisfy tax withholding obligations on the vesting of RSUs and DERs.
Key Figures
RSU and DER shares vested: 543 shares
Shares withheld for taxes: 242 shares
Direct holdings after transactions: 112,886 shares
+4 more
7 metrics
RSU and DER shares vested
543 shares
Shares acquired upon settlement of RSUs and dividend equivalent rights on 2026-06-04
Shares withheld for taxes
242 shares
Withheld by Allison Transmission to satisfy tax obligations on vesting
Direct holdings after transactions
112,886 shares
Common stock directly owned by Bohley following 2026-06-04 transactions
Indirect holdings via spouse
360 shares
Common stock held indirectly through spouse as of 2026-06-04
RSU shares converted
533 shares
Common stock received from restricted stock units exercise (code M) on 2026-06-04
Dividend equivalent rights converted
10 rights / 10 shares
Dividend equivalent rights settled into common stock on 2026-06-04
Tax-withheld share price
$118.38 per share
Value used for 242-share tax-withholding disposition on 2026-06-04
Key Terms
Restricted Stock Units, Dividend Equivalent Rights, tax withholding obligations, derivative exercise/conversion
4 terms
Restricted Stock Units financial
"Settlement of restricted stock units ("RSUs") granted on June 4, 2024."
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.
Dividend Equivalent Rights financial
"Settlement of dividend equivalent rights ("DERs"). The DERs accrued when and as dividends were paid"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
tax withholding obligations financial
"Represents shares withheld by ALSN to satisfy tax withholding obligations on the vesting of RSUs and DERs."
derivative exercise/conversion financial
"transaction_action: "derivative exercise/conversion" for RSUs and DERs into common stock"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did ALSN executive G. Frederick Bohley report?
Bohley reported vesting of restricted stock units and dividend equivalent rights, acquiring 543 Allison Transmission shares. The company withheld 242 shares to satisfy tax obligations, leaving him with 112,886 direct shares and 360 indirect shares held via his spouse.
Did G. Frederick Bohley buy or sell ALSN stock on the open market?
The filing does not show any open-market purchases or sales. It reports equity award vesting and a tax-withholding disposition, where 242 shares were withheld by Allison Transmission to cover taxes on vested RSUs and dividend equivalent rights.
What are the RSUs and DERs mentioned in the ALSN Form 4 filing?
The RSUs are restricted stock units granted on June 4, 2024, each representing one ALSN share. Dividend equivalent rights accrued as dividends were paid and are economically equivalent to ALSN shares, vesting proportionately with the related RSUs upon settlement.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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