Arm legal chief reports RSU grants and vesting
ARM Holdings Chief Legal Officer Spencer Collins reported multiple equity compensation events on May 15, 2026.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
ARM Holdings Chief Legal Officer Spencer Collins reported multiple equity compensation events on May 15, 2026. He received several grants and vesting of restricted stock units that converted into Ordinary Shares, while 36,310 shares were withheld at $209.16 per share to cover tax obligations. These are compensation-related transactions rather than open‑market trades.
Insider Trade Summary
8,134 shares exercised/converted
Exercise
9 txns
Insider
Collins Spencer
Role
Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units | 15,716 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 4,184 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 3,950 | $0.00 | $0.00 |
| Grant/Award | Ordinary Shares | 10,668 | $0.00 | $0.00 |
| Exercise | Ordinary Shares | 4,184 | $0.00 | $0.00 |
| Exercise | Ordinary Shares | 3,950 | $0.00 | $0.00 |
| Grant/Award | Ordinary Shares | 10,071 | $0.00 | $0.00 |
| Grant/Award | Ordinary Shares | 48,378 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Ordinary Shares | 36,310 | $209.16 | $7.59M |
Holdings After Transaction:
Restricted Stock Units — 138,760 contracts (Direct);
Ordinary Shares — 40,941 shares (Direct)
Footnotes (9)
- 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. Represents performance-based restricted stock units granted on May 1, 2025, which vested on May 15, 2026, following certification of the satisfaction of certain performance conditions by the Remuneration Committee (the "Remuneration Committee") of the Board of Directors of the Company.
- F3. Each restricted stock unit ("RSU") represents the right to receive, following vesting, 1 Ordinary Share held in the form of an ADS.
- F4. This RSU award was granted on May 1, 2025. 30% of the award vested on May 15, 2026. 30% of the award will vest on May 15, 2027, and the remaining 40% will vest on May 15, 2028, subject to continued service to the Company.
- F5. This RSU award was granted on May 13, 2024, 30% of which vested on each of May 15, 2025 and May 15, 2026. The remaining 40% will vest on May 15, 2027, subject to continued service to the Company.
- F6. Represents performance-based RSUs granted on May 13, 2024, which vested on May 15, 2026, following certification of the satisfaction of certain performance conditions by the Remuneration Committee.
- F7. Represents performance-based RSUs granted on May 23, 2023, which vested on May 15, 2026, following certification of the satisfaction of certain performance conditions by the Remuneration Committee.
- F8. Ordinary Shares withheld to satisfy tax withholding requirements on vesting of RSUs.
- F9. This RSU award was granted effective May 15, 2026. 30% will vest on each of May 15, 2027, and May 15, 2028, and the remaining 40% will vest on May 15, 2029, subject to continued service to the Company.
Key Figures
Tax withholding shares: 36,310 shares at $209.16
RSU grant 1: 48,378 shares
RSU grant 2: 10,071 shares
+5 more
8 metrics
Tax withholding shares
36,310 shares at $209.16
Ordinary Shares withheld for tax requirements on RSU vesting
RSU grant 1
48,378 shares
Ordinary Shares acquired via grant/award on May 15, 2026
RSU grant 2
10,071 shares
Ordinary Shares acquired via grant/award on May 15, 2026
RSU grant 3
10,668 shares
Ordinary Shares acquired via grant/award on May 15, 2026
RSUs exercised 1
3,950 units
Restricted Stock Units converted into Ordinary Shares on May 15, 2026
RSUs exercised 2
4,184 units
Restricted Stock Units converted into Ordinary Shares on May 15, 2026
New RSU award
15,716 units
Performance-based RSUs granted effective May 15, 2026
Net buy/sell direction
Neutral (0 shares)
transactionSummary netBuySellDirection and netBuySellShares
Key Terms
American Depositary Shares, Restricted Stock Units, RSU, performance-based RSUs, +2 more
6 terms
Restricted Stock Units financial
"Represents performance-based restricted stock units granted on May 1, 2025, which vested 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.
RSU financial
"Each restricted stock unit ("RSU") represents the right to receive, following vesting, 1 Ordinary Share..."
Restricted stock units (RSUs) are a form of company shares given to employees as part of their compensation, usually with certain restrictions or conditions, such as remaining with the company for a set period. When these restrictions lift, employees receive actual shares that they can sell or hold. For investors, RSUs can impact a company's stock supply and reflect the company's commitment to attracting and retaining talent.
performance-based RSUs financial
"Represents performance-based RSUs granted on May 23, 2023, which vested on May 15, 2026..."
Performance-based restricted stock units (RSUs) are promises to deliver company shares to employees only if the business meets specific goals, such as revenue, profit, stock-price targets, or strategic milestones. For investors, they matter because they change future share supply and align management incentives with company results—like a salesperson whose bonus only pays out when sales targets are hit—so they can affect earnings, dilution, and confidence in leadership.
tax withholding requirements financial
"Ordinary Shares withheld to satisfy tax withholding requirements on vesting of RSUs."
Remuneration Committee financial
"following certification of the satisfaction of certain performance conditions by the Remuneration Committee..."
A remuneration committee is a group of independent board members who design, approve and oversee pay packages for a company’s executives and directors. Think of them as the household budget planners for top management: they decide salaries, bonuses and stock awards so pay rewards performance and limits excessive risk. For investors, their role matters because compensation policies affect management incentives, business strategy and the long‑term value shareholders receive.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did ARM (ARM) disclose for Spencer Collins?
ARM disclosed equity compensation activity for Chief Legal Officer Spencer Collins. On May 15, 2026, multiple restricted stock unit awards vested or were granted, and related Ordinary Shares were issued, with a portion withheld to satisfy tax obligations rather than sold in the open market.
What restricted stock unit activity did ARM (ARM) report for Spencer Collins?
ARM reported several RSU-related transactions for Spencer Collins. Awards granted in 2023, 2024, and 2025 vested on May 15, 2026 after performance certification, converting into Ordinary Shares, and he also received a new RSU grant effective May 15, 2026 with multi-year vesting.
Are Spencer Collins’ RSU awards at ARM subject to vesting conditions?
Yes, the RSU awards are subject to time and performance conditions. Some RSUs are performance-based and vest after the Remuneration Committee certifies targets, while time-based awards vest in tranches on specified future dates, contingent on continued service to the company.
AI-generated analysis. How Rhea-AI works. Not financial advice.
