Booz Allen (NYSE: BAH) EVP receives RSUs while shares withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Booz Allen Hamilton Holding Corp Executive Vice President Andrea Inserra reported routine equity compensation activity in Class A common stock. She acquired 2,880 shares from the vesting and payout of performance-based restricted stock units granted in fiscal year 2024 under the company’s Equity Incentive Plan, as amended, exempt under Rule 16b-3. To satisfy tax obligations, 867 shares were disposed of through a tax-withholding transaction at $77.00 per share, a non‑market sale mechanism. Following these transactions, Inserra directly holds 25,300 shares of Class A common stock, a figure that includes restricted stock units.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Inserra Andrea
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock | 2,880 | $0.00 | -- |
| Tax Withholding | Class A Common Stock | 867 | $77.00 | $67K |
Holdings After Transaction:
Class A Common Stock — 25,300 shares (Direct, null)
Footnotes (1)
- Shares acquired from the vesting and payout of performance-based restricted stock units granted in fiscal year 2024 pursuant to the Issuer's Equity Incentive Plan, as amended, exempt under Rule 16b-3. Includes restricted stock units. Exempt under Rule 16b-3.
Key Figures
RSU vesting shares: 2,880 shares
Tax-withholding shares: 867 shares
Tax-withholding price: $77.00 per share
+1 more
4 metrics
RSU vesting shares
2,880 shares
Performance-based restricted stock units vested from fiscal year 2024 grant
Tax-withholding shares
867 shares
Shares delivered to cover tax liability at $77.00 per share
Tax-withholding price
$77.00 per share
Value applied to 867 shares used for tax-withholding disposition
Post-award holdings
25,300 shares
Class A common stock held directly after transactions, including RSUs
Key Terms
performance-based restricted stock units, Equity Incentive Plan, restricted stock units, Rule 16b-3
4 terms
performance-based restricted stock units financial
"Shares acquired from the vesting and payout of performance-based restricted stock units granted in fiscal year 2024"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
Equity Incentive Plan financial
"granted in fiscal year 2024 pursuant to the Issuer's Equity Incentive Plan, as amended"
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
restricted stock units financial
"Includes restricted stock units."
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.
Rule 16b-3 regulatory
"pursuant to the Issuer's Equity Incentive Plan, as amended, 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.
FAQ
What insider transactions did Booz Allen (BAH) EVP Andrea Inserra report?
Andrea Inserra reported equity compensation activity, not open-market trades. She received 2,880 Class A shares from vesting performance-based restricted stock units and had 867 shares withheld to cover tax obligations related to that vesting.
Was Andrea Inserra’s Booz Allen (BAH) Form 4 a market sale or purchase?
The Form 4 shows no open-market purchases or sales. It reflects a grant from vesting performance-based restricted stock units and a tax-withholding disposition, where 867 shares were delivered to cover tax liabilities at $77.00 per share.
What does tax-withholding disposition mean in Andrea Inserra’s Booz Allen (BAH) filing?
Tax-withholding disposition means 867 shares were delivered to satisfy tax liabilities from equity vesting. Instead of selling shares on the market, shares are withheld or delivered back, making it a mechanical tax payment method rather than a discretionary stock sale.