Booz Allen president gets stock award, pays taxes
Booz Allen Hamilton Holding Corp President & COO Kristine Anderson reported routine equity compensation activity in Class A Common Stock.
Rhea-AI Filing Summary
Booz Allen Hamilton Holding Corp President & COO Kristine Anderson reported routine equity compensation activity in Class A Common Stock. She received 21,036 shares as a grant or award tied to the vesting and payout of performance-based restricted stock units under the company’s Equity Incentive Plan. To cover related tax obligations, 9,929 shares were withheld and disposed of at $77.00 per share, a non-market tax-withholding transaction rather than an open-market sale. After these transactions, she directly holds 96,677 shares of Booz Allen Hamilton Class A Common Stock, which includes restricted stock units.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
ANDERSON KRISTINE
Role
President & COO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock | 21,036 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Class A Common Stock | 9,929 | $77.00 | $765K |
Holdings After Transaction:
Class A Common Stock — 96,677 shares (Direct)
Footnotes (3)
- F1. 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.
- F2. Includes restricted stock units.
- F3. Exempt under Rule 16b-3.
Key Figures
Tax-withholding shares: 9,929 shares
Equity award shares: 21,036 shares
Price per share for tax withholding: $77.00 per share
+1 more
4 metrics
Tax-withholding shares
9,929 shares
Disposed of at $77.00 per share to cover tax liability
Equity award shares
21,036 shares
Grant/award from vesting performance-based RSUs under Equity Incentive Plan
Price per share for tax withholding
$77.00 per share
Value used for 9,929-share tax-withholding disposition
Post-transaction holdings
106,606 shares
Directly held Booz Allen Class A Common Stock 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
"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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Booz Allen (BAH) President & COO Kristine Anderson report in this Form 4?
Kristine Anderson reported routine equity compensation activity. She received 21,036 Booz Allen Class A Common Stock shares from vesting performance-based restricted stock units and had 9,929 shares withheld to cover taxes, leaving her with 106,606 directly held shares after the transactions.
Were Kristine Anderson’s Booz Allen (BAH) transactions open-market buys or sells?
The Form 4 shows no open-market buys or sells. Anderson received 21,036 shares as a grant and 9,929 shares were disposed of solely to satisfy tax obligations at $77.00 per share, a tax-withholding mechanism rather than a discretionary market sale.
What type of equity award did Kristine Anderson receive from Booz Allen (BAH)?
She received shares from the vesting and payout of performance-based restricted stock units granted in fiscal year 2024. These units were issued under Booz Allen’s Equity Incentive Plan and settled into 21,036 shares of Class A Common Stock, exempt under Rule 16b-3.
AI-generated analysis. How Rhea-AI works. Not financial advice.
