Booz Allen EVP Petty discloses equity holdings
Booz Allen Hamilton Holding Corp executive vice president and general counsel Joshua Petty has filed an initial ownership report showing his equity stake in the company.
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
3
Rhea-AI Filing Summary
Booz Allen Hamilton Holding Corp executive vice president and general counsel Joshua Petty has filed an initial ownership report showing his equity stake in the company. He beneficially owns 7,278 shares of Class A common stock, including restricted stock units scheduled to vest between March 31, 2026 and March 31, 2028, and holds fully vested employee stock options covering 9,353 shares at an exercise price of $109.81 per share and 2,139 shares at $41.28 per share, expiring in 2035 and 2028, respectively.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Petty Joshua
Role
EVP & General Counsel
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (right to buy) — 11,492 contracts (Direct);
Class A Common Stock — 7,278 shares (Direct)
Footnotes (3)
- F1. Includes 810, 791 and 346 restricted stock units, issued under the Issuer's 2023 Equity Incentive Plan exempt under Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock upon vesting. 810 restricted stock units are scheduled to vest and settle on March 31, 2026, subject to the Reporting Person's continued employment. 791 restricted stock units are scheduled to vest and settle on March 31, 2027, subject to the Reporting Person's continued employment. 346 restricted stock units are scheduled to vest and settle on March 31, 2028, subject to the Reporting Person's continued employment.
- F2. All options are fully vested and exercisable.
- F3. 1,870 options are fully vested and exercisable. The remaining options vest and become exercisable, subject to the reporting person's continued employment, on March 31, 2027, 2028, 2029, and 2030. These options fully vest and become exercisable immediately prior to the effective date of certain change in control events.
Key Figures
Common stock held: 7,278 shares
Option strike price: $109.81/share
Options underlying shares: 9,353 shares
+5 more
8 metrics
Common stock held
7,278 shares
Class A common stock beneficially owned
Option strike price
$109.81/share
Employee stock option expiring May 27, 2035
Options underlying shares
9,353 shares
Class A common stock underlying 2035 option grant
Option strike price
$41.28/share
Employee stock option expiring May 23, 2028
Options underlying shares
2,139 shares
Class A common stock underlying 2028 option grant
RSUs vesting 2026
810 units
Scheduled to vest March 31, 2026
RSUs vesting 2027
791 units
Scheduled to vest March 31, 2027
RSUs vesting 2028
346 units
Scheduled to vest March 31, 2028
Key Terms
restricted stock units, 2023 Equity Incentive Plan, Rule 16b-3, Employee Stock Option (right to buy), +1 more
5 terms
restricted stock units financial
"Includes 810, 791 and 346 restricted stock units, issued under the Issuer's 2023 Equity Incentive Plan"
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.
2023 Equity Incentive Plan financial
"restricted stock units, issued under the Issuer's 2023 Equity Incentive Plan exempt under Rule 16b-3"
Rule 16b-3 regulatory
"issued under the Issuer's 2023 Equity Incentive Plan exempt under Rule 16b-3"
Rule 16b-3 is a Securities and Exchange Commission regulation that exempts certain routine, pre-approved transactions by company insiders from automatic liability for short-term trading profits. It acts like a safe harbor: if an insider follows a formal plan or the board approves specific transactions in advance, profits from buying and selling company stock within six months are not automatically reclaimed. Investors care because the rule clarifies when insider trades are permissible and reduces uncertainty about potential clawbacks.
Employee Stock Option (right to buy) financial
"security_title: Employee Stock Option (right to buy)"
change in control events financial
"These options fully vest and become exercisable immediately prior to the effective date of certain change in control events."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Joshua Petty’s Form 3 show for Booz Allen Hamilton (BAH)?
The Form 3 shows Joshua Petty’s existing equity holdings in Booz Allen Hamilton. He beneficially owns 7,278 Class A shares and several option and restricted stock unit awards that form part of his executive compensation package.
What stock options does Joshua Petty hold in Booz Allen Hamilton (BAH)?
He holds fully vested employee stock options tied to Class A shares. These include options over 9,353 shares at $109.81 per share expiring in 2035, and 2,139 shares at $41.28 per share expiring in 2028, providing potential future share acquisition.
What restricted stock units does Joshua Petty have in Booz Allen Hamilton (BAH)?
He has 810, 791, and 346 restricted stock units under the 2023 Equity Incentive Plan. These are scheduled to vest and settle on March 31, 2026, March 31, 2027, and March 31, 2028, conditioned on continued employment.
AI-generated analysis. How Rhea-AI works. Not financial advice.
