ARM director exercises RSUs and gets new grant

ARM Holdings director Paul E. Jacobs reported equity compensation activity involving Ordinary Shares and Restricted Stock Units (RSUs).

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Form Type

Rhea-AI Filing Summary

ARM Holdings director Paul E. Jacobs reported equity compensation activity involving Ordinary Shares and Restricted Stock Units (RSUs). On May 15, 2026, he exercised 2,141 RSUs into 2,141 Ordinary Shares, increasing his direct ownership of Ordinary Shares to 7,442 shares.

He also received a new grant of 1,531 RSUs, each representing the right to receive one Ordinary Share held in the form of an American Depositary Share (ADS). The filing notes that one RSU grant vested in full on May 15, 2026, and another RSU award will vest in full on May 15, 2027, subject to continued service. No open-market purchases or sales were reported.

Insider Trade Summary

2,141 shares exercised/converted

Exercise 3 txns

Insider JACOBS PAUL E

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	2,141	$0.00	$0.00
Grant/Award	Restricted Stock Units	1,531	$0.00	$0.00
Exercise	Ordinary Shares	2,141	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 1,531 contracts (Direct); Ordinary Shares — 7,442 shares (Direct)

Footnotes (4)

F1. Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share.
F2. The restricted stock units ("RSUs") vested in full on May 15, 2026.
F3. Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS.
F4. The RSUs will vest in full on May 15, 2027, subject to continued service to Arm Holdings plc.

Key Figures

RSUs Exercised: 2,141 shares Shares Held After Exercise: 7,442 shares New RSU Grant: 1,531 RSUs +3 more

6 metrics

RSUs Exercised 2,141 shares RSUs converted into Ordinary Shares on May 15, 2026

Shares Held After Exercise 7,442 shares Direct Ordinary Share holdings following transactions

New RSU Grant 1,531 RSUs Equity award reported on May 15, 2026

RSU Vesting Date (2026 grant) May 15, 2026 RSUs that vested in full on this date

RSU Vesting Date (2027 grant) May 15, 2027 RSUs will vest in full, subject to continued service

ADS to Share Ratio 1 ADS = 1 Ordinary Share Structure of ARM holdings described in footnote

Key Terms

Restricted Stock Units, American Depositary Shares, Ordinary Shares, vested in full, +1 more

5 terms

Restricted Stock Units financial

"The restricted stock units ("RSUs") vested in full on May 15, 2026."

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.

American Depositary Shares financial

"Ordinary Shares are held in the form of American Depositary Shares ("ADSs")."

American depositary shares (ADSs) are a way for investors in the United States to buy shares of foreign companies without dealing with international markets directly. They represent ownership in a foreign company's stock and are traded on U.S. stock exchanges, making it easier for American investors to buy, sell, and own parts of companies from around the world.

Ordinary Shares financial

"Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares")."

Ordinary shares are a type of ownership stake in a company, giving shareholders a right to participate in the company’s profits and decision-making through voting. They are similar to owning a piece of a business, and their value can rise or fall based on the company's performance. Investors buy ordinary shares to potentially earn dividends and benefit from the company's growth over time.

vested in full financial

"The restricted stock units ("RSUs") vested in full on May 15, 2026."

grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did Paul E. Jacobs report at ARM (ARM) on May 15, 2026?

Paul E. Jacobs reported exercising 2,141 restricted stock units into Ordinary Shares and receiving a grant of 1,531 new RSUs. These transactions are equity compensation-related and do not reflect any open-market buying or selling of ARM shares.

How many ARM Ordinary Shares does Paul E. Jacobs hold after these transactions?

After the reported transactions, Paul E. Jacobs directly holds 7,442 Ordinary Shares of ARM. These shares are held in the form of American Depositary Shares, with each ADS representing one Ordinary Share according to the filing’s footnotes.

What Restricted Stock Units did Paul E. Jacobs receive from ARM (ARM)?

He received a grant of 1,531 Restricted Stock Units, each linked to one ARM Ordinary Share held as an ADS. The RSUs are equity compensation awards that convert into shares upon vesting, rather than open-market share purchases.

When do Paul E. Jacobs’s ARM RSUs vest according to the filing?

One RSU award vested in full on May 15, 2026, and another RSU grant will vest in full on May 15, 2027, subject to his continued service to Arm Holdings plc. Vesting triggers the delivery of Ordinary Shares held as ADSs.

Did Paul E. Jacobs buy or sell ARM shares on the open market?

The transactions reported are exercises and grants of equity awards, not open-market trades. He exercised 2,141 RSUs into Ordinary Shares and received 1,531 RSUs, with no open-market purchases or sales disclosed in this Form 4.

How are ARM Ordinary Shares held for Paul E. Jacobs according to the Form 4?

The filing states that ARM Ordinary Shares, with a nominal value of 0.001 GBP per share, are held in the form of American Depositary Shares. Each ADS represents one Ordinary Share, aligning RSU settlement directly with ADS-held Ordinary Shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 05/19/2026 - 05:04 PM

SEC Form 4

FORM 4

UNITED 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^*

JACOBS PAUL E

(Last)

(First)

(Middle)

C/O ARM HOLDINGS PLC

110 FULBOURN ROAD

(Street)

CAMBRIDGE

CB1 9NJ

(City)

(State)

(Zip)

UNITED KINGDOM

(Country)

2. Issuer Name and Ticker or Trading Symbol
ARM HOLDINGS PLC /UK [ ARM ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Ordinary Shares⁽¹⁾	05/15/2026		M		2,141⁽²⁾	A	⁽³⁾	7,442	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽³⁾	05/15/2026		M			2,141	⁽²⁾	⁽²⁾	Ordinary Shares	2,141	$0	0	D
Restricted Stock Units	⁽³⁾	05/15/2026		A		1,531		⁽⁴⁾	⁽⁴⁾	Ordinary Shares	1,531	$0	1,531	D

Explanation of Responses:

1. Ordinary shares, nominal value 0.001 GBP per share ("Ordinary Shares"), are held in the form of American Depositary Shares ("ADSs"). Each ADS represents 1 Ordinary Share.

2. The restricted stock units ("RSUs") vested in full on May 15, 2026.

3. Each RSU represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS.

4. The RSUs will vest in full on May 15, 2027, subject to continued service to Arm Holdings plc.

Remarks:

	/s/ George Kanelos, as Attorney-in-Fact for Paul E. Jacobs	05/19/2026
	** Signature of Reporting Person	Date
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)

Source: View Original Filing on SEC EDGAR