STOCK TITAN

Allison Transmission (ALSN) director adds RSUs as prior awards vest

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

Rhea-AI Filing Summary

BARBOUR D. SCOTT reported acquisition or exercise transactions in this Form 4 filing.

Allison Transmission Holdings Inc director D. Scott Barbour reported routine equity compensation activity. On May 7, 2026, he received 1,503 restricted stock units (RSUs) as his annual equity award under the company’s non-employee director compensation policy, each RSU representing one share of common stock.

On May 6, 2026, previously granted awards vested and were settled into common stock, including 1,570 RSUs and 16 dividend equivalent rights, as well as a quarterly director retainer paid in stock of 92 shares. Following these transactions, he directly holds 13,281 shares of common stock and 1,503 RSUs.

Positive

  • None.

Negative

  • None.
Insider BARBOUR D. SCOTT
Role null
Type Security Shares Price Value
Grant/Award Restricted Stock Units 1,503 $0.00 --
Exercise Restricted Stock Units 1,570 $0.00 --
Exercise Dividend Equivalent Rights 16 $0.00 --
Grant/Award Common Stock 92 $0.00 --
Exercise Common Stock 1,586 $0.00 --
Holdings After Transaction: Restricted Stock Units — 1,503 shares (Direct, null); Dividend Equivalent Rights — 0 shares (Direct, null); Common Stock — 11,695 shares (Direct, null)
Footnotes (1)
  1. These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Eighth Amended and Restated Non-Employee Director Compensation Policy. The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion. The number of shares of common stock received was calculated based on $127.70 which was the closing price of the Company's common stock on the date of grant. Settlement of restricted stock units ("RSUs") and related dividend equivalents. Includes 16 dividend equivalents. Each RSU represents a contingent right to receive one share of the Company's common stock. On May 8, 2025, the reporting person was granted 1,570 RSUs that vested on May 6, 2026. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. The dividend equivalent rights accrued on previously awarded RSUs and vested on May 6, 2026. The RSUs represent the reporting person's annual equity award under the Company's Ninth Amended and Restated Non-Employee Director Compensation Policy. The RSUs vest on the date of the next annual meeting of the stockholders of the Company. Unvested RSUs earn dividend equivalents when dividends are declared on the Company's common stock. The number of RSUs received was calculated based on $123.02, which was the closing price of the Company's common stock on the date of grant.
New RSU grant 1,503 RSUs Granted May 7, 2026 as annual equity award
Vested RSUs settled 1,570 RSUs Granted May 8, 2025; vested May 6, 2026
Dividend equivalent rights settled 16 rights Vested and settled into common stock on May 6, 2026
Quarterly retainer shares 92 shares Director retainer paid in stock based on $127.70 price
Closing price for retainer calculation $127.70 Common stock closing price on retainer grant date
Closing price for RSU grant $123.02 Common stock closing price used to calculate 1,503 RSUs
Common shares held after 13,281 shares Direct common stock ownership following transactions
RSUs outstanding after 1,503 RSUs Unvested RSUs remaining after new grant and settlements
Restricted Stock Units financial
"These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc."
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
"Each dividend equivalent right is the economic equivalent of one share of the Company's common stock."
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.
Non-Employee Director Compensation Policy financial
"annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Eighth Amended and Restated Non-Employee Director Compensation Policy."
annual equity award financial
"The RSUs represent the reporting person's annual equity award under the Company's Ninth Amended and Restated Non-Employee Director Compensation Policy."
dividend equivalents financial
"Unvested RSUs earn dividend equivalents when dividends are declared on the Company's common stock."
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
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*
BARBOUR D. SCOTT

(Last)(First)(Middle)
C/O ALLISON TRANSMISSION HOLDINGS, INC.
ONE ALLISON WAY

(Street)
INDIANAPOLIS INDIANA 46222

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Allison Transmission Holdings Inc [ ALSN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/06/2026
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
Common Stock(1)05/06/2026A92(2)A$011,695D
Common Stock(3)05/06/2026M1,586(4)A$013,281D
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
Restricted Stock Units(5)05/06/2026M1,570 (6) (6)Common Stock1,570$00D
Dividend Equivalent Rights(7)05/06/2026M16 (8) (8)Common Stock16$00D
Restricted Stock Units(9)(5)05/07/2026A1,503 (10) (10)Common Stock1,503$0(11)1,503D
Explanation of Responses:
1. These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Eighth Amended and Restated Non-Employee Director Compensation Policy. The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion.
2. The number of shares of common stock received was calculated based on $127.70 which was the closing price of the Company's common stock on the date of grant.
3. Settlement of restricted stock units ("RSUs") and related dividend equivalents.
4. Includes 16 dividend equivalents.
5. Each RSU represents a contingent right to receive one share of the Company's common stock.
6. On May 8, 2025, the reporting person was granted 1,570 RSUs that vested on May 6, 2026.
7. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock.
8. The dividend equivalent rights accrued on previously awarded RSUs and vested on May 6, 2026.
9. The RSUs represent the reporting person's annual equity award under the Company's Ninth Amended and Restated Non-Employee Director Compensation Policy.
10. The RSUs vest on the date of the next annual meeting of the stockholders of the Company. Unvested RSUs earn dividend equivalents when dividends are declared on the Company's common stock.
11. The number of RSUs received was calculated based on $123.02, which was the closing price of the Company's common stock on the date of grant.
/s/ Preston B. Ray, attorney-in-fact05/08/2026
** 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 insider transactions did D. Scott Barbour report at Allison Transmission (ALSN)?

D. Scott Barbour reported equity compensation-related acquisitions, including new restricted stock units and settlements of previously granted RSUs and dividend equivalents into common stock. These are routine, non-market transactions tied to his role as a non-employee director, not open-market purchases or sales.

How many Allison Transmission (ALSN) RSUs did D. Scott Barbour receive?

He received 1,503 restricted stock units (RSUs) on May 7, 2026 as his annual equity award under the company’s Ninth Amended and Restated Non-Employee Director Compensation Policy. Each RSU represents a contingent right to one share of Allison Transmission common stock.

What RSU and dividend equivalent awards vested for D. Scott Barbour at ALSN?

On May 6, 2026, 1,570 previously granted RSUs and 16 dividend equivalent rights vested and were settled into Allison Transmission common stock. Each dividend equivalent right is the economic equivalent of one share, accruing on earlier RSU awards when dividends were declared.

How many Allison Transmission (ALSN) shares does D. Scott Barbour hold after these transactions?

After the reported transactions, D. Scott Barbour directly holds 13,281 shares of common stock and 1,503 RSUs. The RSUs are unvested equity awards that will convert into additional shares if vesting conditions, including the next annual stockholder meeting, are satisfied.

Did D. Scott Barbour sell any Allison Transmission (ALSN) shares in this Form 4?

No sales were reported. All transactions reflect acquisitions or settlements of equity awards, including RSUs, dividend equivalent rights, and stock paid as a quarterly director retainer. There were no open-market buy or sell transactions disclosed in this Form 4 filing.

How is the non-employee director retainer paid at Allison Transmission (ALSN)?

The filing notes that the annual retainer for non-employee directors is paid quarterly in arrears in either cash or common stock, at the director’s discretion. Barbour elected stock, receiving 92 shares calculated using a $127.70 closing share price on the grant date.