Booz Allen CEO gifts 74,014 company shares
Booz Allen Hamilton Holding Corp CEO Horacio Rozanski reported internal gift transfers of company stock.
Accepted by SEC EDGAR
Learn about SEC filing dates
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
Booz Allen Hamilton Holding Corp CEO Horacio Rozanski reported internal gift transfers of company stock. On August 3, 2026, he transferred 74,014 shares of Class A Common Stock as a bona fide gift to a spousal lifetime access trust benefiting his spouse. After these transactions, 719,306 shares are held directly, including restricted stock units, and 74,015 shares are held indirectly by the trust, for which he disclaims beneficial ownership.
Insider Trade Summary
148,028 shares gifted
Gift
2 txns
Insider
ROZANSKI HORACIO
Role
CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock F1, F2 | 74,014 | $0.00 | $0.00 |
| Gift | Class A Common Stock F3, F4 | 74,014 | $0.00 | $0.00 |
Holdings After Transaction:
Class A Common Stock — 719,306 shares (Direct);
Class A Common Stock — 74,015 shares (Indirect, Spousal Lifetime Access Trust)
Footnotes (4)
- F1. Bona fide gift.
- F2. Includes restricted stock units.
- F3. On August 3, 2026, the Reporting Person transferred 74,014 shares of Class A Common Stock of the Issuer to a spousal lifetime access trust.
- F4. Securities held directly by a trust for which the Reporting Person's spouse is the beneficiary. The Reporting Person disclaims beneficial ownership of these securities and this report shall not be deemed to be an admission that the reporting person is, for the purposes of Section 16 or any other purpose, the beneficial owner of such securities.
Key Figures
Gifted shares: 74,014 shares
Total gifted shares (both entries): 148,028 shares
Direct holdings after transaction: 719,306 shares
+3 more
6 metrics
Gifted shares
74,014 shares
Class A Common Stock transferred as a bona fide gift on August 3, 2026
Total gifted shares (both entries)
148,028 shares
Aggregate shares involved in two reported bona fide gift transactions
Direct holdings after transaction
719,306 shares
Class A Common Stock held directly after gifts, includes restricted stock units
Indirect trust holdings after transaction
74,015 shares
Class A Common Stock held by spousal lifetime access trust after transfer
Per-share transaction price
$0.0000
Reported price for the gifted shares of Class A Common Stock
Gift transactions count
2
Number of bona fide gift entries reported for August 3, 2026
Key Terms
bona fide gift, restricted stock units, spousal lifetime access trust, Section 16
4 terms
bona fide gift financial
"Transaction code G is described as a bona fide gift."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
restricted stock units financial
"A footnote states that the direct holdings include 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.
spousal lifetime access trust financial
"Shares were transferred to a spousal lifetime access trust for the spouse."
Section 16 financial
"The reporting person disclaims beneficial ownership for purposes of Section 16."
Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stock transaction did Booz Allen (BAH) CEO Horacio Rozanski report?
Horacio Rozanski reported a bona fide gift transfer of 74,014 shares of Booz Allen Class A Common Stock to a spousal lifetime access trust on August 3, 2026. The transaction is classified as a gift rather than an open-market purchase or sale.
What is the size of the indirect Booz Allen (BAH) holdings in the spousal trust?
Following the transfer, 74,015 shares of Booz Allen Class A Common Stock are held indirectly through a spousal lifetime access trust. The trust is for the benefit of Rozanski’s spouse and represents a separate holding from his direct ownership.
Were the Booz Allen (BAH) stock transfers reported as bona fide gifts?
The transactions are coded as “G” for bona fide gift, and a footnote states “Bona fide gift.” This indicates the transfers were characterized as genuine gifts rather than compensatory awards or market trades involving a purchase or sale price.
Was a Rule 10b5-1 trading plan affirmed for this Booz Allen (BAH) Form 4?
The Rule 10b5-1 checkbox is not marked as affirming that these transactions were made under a Rule 10b5-1 trading plan. No footnote describes any pre-arranged trading plan in connection with the reported gifts.
AI-generated analysis. How Rhea-AI works. Not financial advice.
