Columbus McKinnon (CMCO) exec uses 296 shares for tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Columbus McKinnon Sr. VP of Business Integration Jon Adams reported a routine tax-related share disposition. On 5/22/2026, 743.047 restricted stock units vested, and 296 shares of common stock at $14.88 per share were withheld to satisfy tax obligations. After this non‑market transaction, he directly held 7,898.386 shares, including 5,817.093 restricted shares that remain subject to forfeiture and future vesting conditions.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Adams Jon
Role
Sr. VP, Business Integration
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 296 | $14.88 | $4K |
Holdings After Transaction:
Common Stock — 7,898.386 shares (Direct)
Footnotes (1)
- 743.047 restricted stock units became fully vested on 5/22/2026, of which 296 shares were traded to satisfy tax withholding obligations. Includes 5,817.093 shares of restricted stock issued to reporting person subject to forfeiture in whole or part; 683.487 shares become fully vested 1/22/2027; 627.81 become fully vested 5/20/2027, and 4,505.796 shares become fully vested 50% per year for two years beginning 5/19/2027, if reporting person remains an employee of issuer.
Key Figures
Tax-withholding shares: 296 shares
Tax-withholding price: $14.88/share
Shares after transaction: 7,898.386 shares
+5 more
8 metrics
Tax-withholding shares
296 shares
Common stock used to satisfy tax obligations on 5/22/2026
Tax-withholding price
$14.88/share
Value of shares withheld for taxes
Shares after transaction
7,898.386 shares
Direct holdings following tax-withholding disposition
RSUs vested
743.047 units
Restricted stock units that became fully vested on 5/22/2026
Unvested restricted shares
5,817.093 shares
Restricted stock subject to forfeiture as of this filing
Tranche vesting 1/22/2027
683.487 shares
Restricted stock scheduled to vest on 1/22/2027
Tranche vesting 5/20/2027
627.81 shares
Restricted stock scheduled to vest on 5/20/2027
Tranche vesting from 5/19/2027
4,505.796 shares
Vests 50% per year for two years beginning 5/19/2027
Key Terms
restricted stock units, tax withholding obligations, subject to forfeiture, reporting person, +1 more
5 terms
restricted stock units financial
"743.047 restricted stock units became fully vested on 5/22/2026"
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.
tax withholding obligations financial
"296 shares were traded to satisfy tax withholding obligations"
subject to forfeiture financial
"shares of restricted stock issued to reporting person subject to forfeiture in whole or part"
reporting person regulatory
"restricted stock issued to reporting person subject to forfeiture in whole or part"
fully vested financial
"743.047 restricted stock units became fully vested on 5/22/2026"
FAQ
What did Columbus McKinnon (CMCO) executive Jon Adams report in this Form 4?
Jon Adams reported a tax-withholding share disposition. After 743.047 restricted stock units vested, 296 shares were used to cover taxes, leaving him with 7,898.386 Columbus McKinnon shares directly held afterward.
Was Jon Adams’ CMCO Form 4 transaction an open-market stock sale?
No, the transaction was not an open-market sale. The 296 Columbus McKinnon shares were withheld to satisfy tax obligations tied to vesting restricted stock units, a standard compensation-related mechanism rather than a discretionary trade in the open market.
What restricted stock and RSU vesting details are disclosed for CMCO’s Jon Adams?
Footnotes show 743.047 restricted stock units vested on May 22, 2026. Additional 5,817.093 restricted shares remain subject to forfeiture, with specified tranches scheduled to vest in 2027 if Adams continues as a Columbus McKinnon employee.