Clarivate (CLVT) director takes $28,750 retainer in shares, withholds stock for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
CLARIVATE PLC director Jane L Okun Bomba received a quarterly equity award and had shares withheld for taxes. She was granted 13,310 Ordinary Shares at a reference price of $2.16, in lieu of a $28,750 cash retainer for Board service under the Clarivate Plc Amended and Restated 2019 Incentive Award Plan.
On the same date, 386 shares were withheld to cover tax obligations, classified as a tax-withholding disposition and not an open-market sale. Following these transactions, she directly holds 312,987 Ordinary Shares and indirectly holds 49,750 Ordinary Shares through the Jane Okun Bomba Trust U/A DTD 12/20/2018.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Bomba Jane L Okun
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Ordinary Shares | 13,310 | $2.16 | $29K |
| Tax Withholding | Ordinary Shares | 386 | $2.16 | $833.76 |
| holding | Ordinary Shares | -- | -- | -- |
Holdings After Transaction:
Ordinary Shares — 312,987 shares (Direct, null);
Ordinary Shares — 49,750 shares (Indirect, By Jane Okun Bomba Trust U/A DTD 12/20/2018)
Footnotes (1)
- Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $2.16, the closing price of the issuer's ordinary shares on June 30, 2026. Represents shares withheld for taxes.
Key Figures
Equity award value: $28,750
Shares granted: 13,310 shares
Reference share price: $2.16
+3 more
6 metrics
Equity award value
$28,750
Quarterly Board cash retainer taken in shares
Shares granted
13,310 shares
Ordinary Shares awarded in lieu of cash retainer
Reference share price
$2.16
Closing price on June 30, 2026 used to calculate award
Shares withheld for tax
386 shares
Tax-withholding disposition on June 30, 2026
Direct holdings after
312,987 shares
Ordinary Shares held directly after transactions
Indirect holdings after
49,750 shares
Ordinary Shares held via Jane Okun Bomba Trust
Key Terms
tax-withholding disposition, Clarivate Plc Amended and Restated 2019 Incentive Award Plan, Ordinary Shares, cash retainer, +1 more
5 terms
tax-withholding disposition financial
"classified as a tax-withholding disposition and not an open-market sale"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Clarivate Plc Amended and Restated 2019 Incentive Award Plan financial
"granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan"
cash retainer financial
"in lieu of a $28,750 cash retainer for Board service"
indirect ownership financial
"indirectly holds 49,750 Ordinary Shares through the Jane Okun Bomba Trust"
FAQ
What did Clarivate (CLVT) director Jane Okun Bomba report in this Form 4?
She reported a quarterly equity award and related tax withholding. Bomba received 13,310 Ordinary Shares in lieu of a cash retainer, while 386 shares were withheld to satisfy taxes, reflecting routine director compensation rather than open-market trading.
What are Jane Okun Bomba’s Clarivate (CLVT) holdings after these transactions?
After the reported transactions, she directly owns 312,987 Ordinary Shares and indirectly owns 49,750 Ordinary Shares through the Jane Okun Bomba Trust U/A DTD 12/20/2018, reflecting her total reported equity position in Clarivate.
Is Jane Okun Bomba’s Form 4 for Clarivate (CLVT) an open-market trade?
No, the filing reflects a stock grant and tax withholding, not open-market buying or selling. The award is routine Board compensation, and the tax-withholding disposition represents shares used to pay taxes on that equity grant.