STOCK TITAN

AZZ (NYSE: AZZ) COO reports PSU and RSU vesting with tax share offsets

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

Rhea-AI Filing Summary

AZZ INC executive Jeffrey Vellines, President and COO of Precoat Metals, reported multiple equity compensation events. He acquired AZZ common stock through the vesting and conversion of performance share units (PSUs) and restricted stock units (RSUs), and some of the resulting shares were withheld to cover tax obligations.

The filing shows 6,834 shares of common stock acquired from PSU and RSU vesting, tied to earlier grants where performance reached 184% of pre-set metrics, and 3,121 shares of common stock disposed of at around $141–$145 per share to satisfy tax withholding. Following the latest reported transaction, he directly holds 6,032 AZZ common shares.

Positive

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Negative

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Insider Vellines Jeffrey
Role Pres & COO - Precoat Metals
Type Security Shares Price Value
Exercise Restricted Stock Units 936 $0.00 --
Exercise Performance Share Units 5,164 $0.00 --
Exercise COMMON STOCK 936 $0.00 --
Exercise COMMON STOCK 23 $0.00 --
Tax Withholding COMMON STOCK 427 $141.58 $60K
Exercise COMMON STOCK 5,164 $0.00 --
Exercise COMMON STOCK 131 $0.00 --
Tax Withholding COMMON STOCK 2,363 $141.58 $335K
Grant/Award Restricted Stock Units 1,818 $0.00 --
Grant/Award Performance Share Units 1,818 $0.00 --
Exercise Restricted Stock Units 734 $0.00 --
Exercise COMMON STOCK 734 $0.00 --
Exercise COMMON STOCK 9 $0.00 --
Tax Withholding COMMON STOCK 331 $144.78 $48K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Performance Share Units — 0 shares (Direct, null); COMMON STOCK — 3,504 shares (Direct, null)
Footnotes (1)
  1. Reflects the vesting of dividend equivalent rights that accrued on 734 restricted stock units (RSUs) granted on , which AZ4/25/2024Z has settled in shares of AZZ common stock. The reporting person disposed of shares of common stock to satisfy tax withholding obligations. Reflects the vesting of dividend equivalent rights that accrued on 936 restricted stock units (RSUs) granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock. Represents the vesting of dividend equivalent rights that accrued on the target performance share units (PSUs) of 2,807 granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock. Each RSU represents a contingent right to receive one share of AZZ common stock. The RSUs were granted on 4/25/2024 under AZZs 2023 Long-Term Incentive Plan and vest ratably over a 3-year period beginning on 4/25/2025. Once vested, the shares of common stock are not subject to expiration. The RSUs were granted on 4/28/2023 under AZZs 2014 Long-Term Incentive Plan and vested ratably over a 3-year period which began on 4/28/2024. Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle. Represents the number of shares acquired by the reporting person upon the vesting of PSUs granted on 4/28/2023. This number represents 2,807 target PSUs and 2,357 additional PSUs earned based on the achievement of 184% of pre-established performance metric during the performance cycle. The PSUs granted on 4/28/2023 were awarded under AZZs 2014 Long Term Incentive Plan and had a 3-year performance cycle (3/1/2023 to 2/28/2026) The RSUs granted on 4/27/2026 under AZZs 2023 Long-Term Incentive Plan as part of the Issuers annual equity award process were awarded and will vest ratably over a 3-year period beginning on 4/27/2027. The PSUs granted on 4/27/2026 were awarded under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned by the Reporting Person at the end of the 3-year performance cycle, which runs from March 1, 2026 to February 28, 2029. The FY2027 PSU performance metrics are AZZ's Total Shareholder Return relative to its executive compensation peer group and Return on Invested Capital. The maximum payout for the FY2027 PSUs shall not to exceed 200% of the target award.
PSU shares vested 5,164 shares Common stock acquired from PSUs granted 4/28/2023, based on 184% metric
RSU shares vested (936 grant) 936 shares Common stock from RSUs granted 4/28/2023 and settled in shares
RSU shares vested (734 grant) 734 shares Common stock from RSUs granted 4/25/2024 with dividend equivalents
Shares withheld for taxes 3,121 shares Form 4 code F tax-withholding dispositions of common stock
Tax-withholding price $141.58/share Common stock disposed to cover tax obligations on 4/28/2026
Tax-withholding price $144.78/share Common stock disposed to cover tax obligations on 4/25/2026
New PSUs granted 1,818 units Performance share units granted 4/27/2026 under 2023 Long-Term Incentive Plan
New RSUs granted 1,818 units Restricted stock units granted 4/27/2026 vesting over three years
Restricted Stock Units financial
"Each RSU represents a contingent right to receive one share of AZZ common stock."
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.
Performance Share Units financial
"Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results"
Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.
dividend equivalent rights financial
"Reflects the vesting of dividend equivalent rights that accrued on 936 restricted stock units"
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
"The reporting person disposed of shares of common stock to satisfy tax withholding obligations."
Total Shareholder Return financial
"The FY2027 PSU performance metrics are AZZ's Total Shareholder Return relative to its executive compensation peer group"
Total shareholder return is the overall gain an investor gets from owning a stock, combining changes in the share price plus any cash payouts like dividends, and assuming those payouts are reinvested in more shares. Investors use it like a single score that shows the true return on their investment—similar to checking both the growth of a savings account and the interest earned—to compare how well different companies or investments perform over time.
Long-Term Incentive Plan financial
"The RSUs were granted on 4/25/2024 under AZZs 2023 Long-Term Incentive Plan"
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
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*
Vellines Jeffrey

(Last)(First)(Middle)
3100 WEST 7TH STREET, SUITE 500

(Street)
FORT WORTH TEXAS 76107

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AZZ INC [ AZZ ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Pres & COO - Precoat Metals
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/25/2026
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 STOCK04/25/2026M734A$02,890D
COMMON STOCK04/25/2026M9(1)A$02,899D
COMMON STOCK04/25/2026F331(2)D$144.782,568D
COMMON STOCK04/28/2026M936A$03,504D
COMMON STOCK04/28/2026M23(3)A$03,527D
COMMON STOCK04/28/2026F427(2)D$141.583,100D
COMMON STOCK04/28/2026M5,164A$08,264D
COMMON STOCK04/28/2026M131(4)A$08,395D
COMMON STOCK04/28/2026F2,363(2)D$141.586,032D
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)04/25/2026M734 (6) (7)COMMON STOCK734$0734D
Restricted Stock Units(5)04/28/2026M936 (8) (7)COMMON STOCK936$00D
Performance Share Units(9)04/28/2026M5,164(10) (11) (7)COMMON STOCK5,164$00D
Restricted Stock Units(5)04/27/2026A1,818 (12) (7)COMMON STOCK1,818$01,818D
Performance Share Units(9)04/27/2026A1,818 (13) (7)COMMON STOCK1,818$01,818D
Explanation of Responses:
1. Reflects the vesting of dividend equivalent rights that accrued on 734 restricted stock units (RSUs) granted on , which AZ4/25/2024Z has settled in shares of AZZ common stock.
2. The reporting person disposed of shares of common stock to satisfy tax withholding obligations.
3. Reflects the vesting of dividend equivalent rights that accrued on 936 restricted stock units (RSUs) granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock.
4. Represents the vesting of dividend equivalent rights that accrued on the target performance share units (PSUs) of 2,807 granted on 4/28/2023, which AZZ has settled in shares of AZZ common stock.
5. Each RSU represents a contingent right to receive one share of AZZ common stock.
6. The RSUs were granted on 4/25/2024 under AZZs 2023 Long-Term Incentive Plan and vest ratably over a 3-year period beginning on 4/25/2025.
7. Once vested, the shares of common stock are not subject to expiration.
8. The RSUs were granted on 4/28/2023 under AZZs 2014 Long-Term Incentive Plan and vested ratably over a 3-year period which began on 4/28/2024.
9. Each PSU represents a contingent right to receive shares of AZZ common stock with the actual number varying based on achieved results at the end of the 3-year performance cycle.
10. Represents the number of shares acquired by the reporting person upon the vesting of PSUs granted on 4/28/2023. This number represents 2,807 target PSUs and 2,357 additional PSUs earned based on the achievement of 184% of pre-established performance metric during the performance cycle.
11. The PSUs granted on 4/28/2023 were awarded under AZZs 2014 Long Term Incentive Plan and had a 3-year performance cycle (3/1/2023 to 2/28/2026)
12. The RSUs granted on 4/27/2026 under AZZs 2023 Long-Term Incentive Plan as part of the Issuers annual equity award process were awarded and will vest ratably over a 3-year period beginning on 4/27/2027.
13. The PSUs granted on 4/27/2026 were awarded under AZZ's 2023 Long Term Incentive Plan as part of the Issuer's annual equity award process. The PSUs represent 100% of the target number of PSUs that could be earned by the Reporting Person at the end of the 3-year performance cycle, which runs from March 1, 2026 to February 28, 2029. The FY2027 PSU performance metrics are AZZ's Total Shareholder Return relative to its executive compensation peer group and Return on Invested Capital. The maximum payout for the FY2027 PSUs shall not to exceed 200% of the target award.
Remarks:
The reporting person disposed of shares of common stock to satisfy tax withholding obligations.
/s/ Tara D. Mackey, Attorney-In-Fact for Jeffrey Vellines04/28/2026
** 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 did AZZ (AZZ) executive Jeffrey Vellines report in this Form 4?

Jeffrey Vellines reported equity compensation activity, including vesting of performance share units and restricted stock units into AZZ common stock, and related share dispositions used to cover tax-withholding obligations. These are compensation and tax events, not open-market stock purchases or sales.

How many AZZ shares did Jeffrey Vellines acquire through PSUs and RSUs?

The filing shows 6,834 AZZ common shares acquired from performance share units and restricted stock units vesting. This includes 5,164 shares from PSUs tied to performance and 936 and 734 shares from RSU-related vesting events settled in common stock.

How many AZZ shares were disposed of to cover tax withholding?

Vellines had 3,121 AZZ common shares withheld to satisfy tax obligations. These dispositions used Form 4 code F and occurred at prices of about $141.58 and $144.78 per share, reflecting non-market tax-withholding events rather than discretionary stock sales.

What performance level drove the AZZ performance share unit payout?

The Form 4 footnotes state that PSU vesting reflected achievement of 184% of pre-established performance metrics over a three-year cycle. That led to 2,807 target PSUs plus 2,357 additional PSUs being earned and settled in AZZ common stock for Jeffrey Vellines.

Did Jeffrey Vellines receive new AZZ performance and restricted stock unit awards?

Yes. He was granted 1,818 performance share units and 1,818 restricted stock units under AZZ’s 2023 Long-Term Incentive Plan. These awards vest ratably over three years beginning in 2027 and can ultimately settle in shares of AZZ common stock if conditions are met.

How many AZZ common shares does Jeffrey Vellines hold after these transactions?

After the latest reported transaction, the Form 4 shows Jeffrey Vellines directly holding 6,032 shares of AZZ common stock. This figure reflects his position following the combination of PSU and RSU vesting events and the related tax-withholding share dispositions.