Baker Hughes (BKR) Insider Report: 9,806 RSUs Vest, 2,388 Shares Disposed
Rhea-AI Filing Summary
Baker Hughes (BKR) reporting person Amerino Gatti, EVP, Oilfield Services & Equip, reported transactions on 09/03/2025. The filing shows 9,806 restricted stock units (RSUs) treated as acquired under transaction code M, which represent rights to receive one share each of Class A common stock. After the reported activity, Gatti beneficially owned 9,963.563 shares, including 157.563 shares purchased through the Baker Hughes Employee Stock Purchase Plan. The filing also reports the sale/disposition of 2,388 shares at $45 per share, leaving 7,575.563 shares classified as directly owned. The RSU entry represents the first of three equal annual installments vesting beginning one year after the September 3, 2024 grant date.
Positive
- Receipt of 9,806 RSUs representing future issuance of Class A shares, indicating continued compensation alignment with shareholder interests
- Participation in the Employee Stock Purchase Plan (157.563 shares) showing additional personal investment in the company
Negative
- Disposition of 2,388 shares at $45 reduced direct holdings, representing partial monetization of shares
Insights
TL;DR: Insider received vested RSUs and sold a smaller block of shares; net direct ownership remained substantial.
The filing documents non-derivative and derivative activity by a company executive: 9,806 RSUs were reported under code M, which the filer notes equate to one share per unit, and this represents the first annual installment of a three-year vesting schedule from a 2024 grant. The report also shows a disposition of 2,388 shares at $45 and an inclusion of 157.563 ESPP-purchased shares in total beneficial ownership. For investors, this is routine executive compensation vesting and partial monetization rather than a significant shift in control or strategy. Ownership totals remain in the mid-thousands of shares.
TL;DR: Transactions are standard vesting and sale activity; disclosures are complete and include ESPP details.
The Form 4 identifies the reporting person as an executive officer and discloses both the vesting-related acquisition of restricted stock units and a contemporaneous sale. The filing includes required explanatory notes: the RSUs convert one-for-one to Class A shares, the 9,806 RSUs are the first of three annual installments from a 2024 grant, and 157.563 shares stem from the employee purchase plan. Documentation appears to satisfy Section 16 reporting requirements and includes a power of attorney exhibit.