Definitive Healthcare CFO reports tax-withholding share disposition
Definitive Healthcare Corp.'s Chief Financial Officer Casey Heller reported a routine share disposition tied to taxes rather than a market trade.
Rhea-AI Filing Summary
Definitive Healthcare Corp.'s Chief Financial Officer Casey Heller reported a routine share disposition tied to taxes rather than a market trade. The company withheld 164,377 shares of Class A common stock at an effective value of $0.99 per share to cover Heller's tax obligations from vesting restricted stock units. After this tax-withholding transaction, Heller directly holds 1,841,476 shares of Class A common stock, indicating a substantial remaining equity position in the company.
Positive
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Negative
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Insider Trade Summary
Exercise Price or Tax Liability: 164,377 shares
Exercise Price or Tax Liability
1 txn
Insider
Heller Casey
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Class A Common Stock | 164,377 | $0.99 | $163K |
Holdings After Transaction:
Class A Common Stock — 1,841,476 shares (Direct)
Footnotes (1)
- F1. The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs.
Key Figures
Tax-withholding shares: 164,377 shares
Effective value per share: $0.99 per share
Shares held after transaction: 1,841,476 shares
3 metrics
Tax-withholding shares
164,377 shares
Shares withheld to cover tax obligations on RSU vesting
Effective value per share
$0.99 per share
Value used for tax-withholding disposition
Shares held after transaction
1,841,476 shares
CFO’s direct Class A common stock holdings following transaction
Key Terms
tax withholding, RSUs, Class A Common Stock, tax-withholding disposition, +1 more
5 terms
tax withholding financial
"to satisfy the reporting person's tax withholding obligations in connection with the vesting"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
RSUs financial
"in connection with the vesting and settlement of previously reported RSUs"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
Class A Common Stock financial
"security_title": "Class A Common Stock""
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
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.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Definitive Healthcare (DH) report for Casey Heller?
Definitive Healthcare reported that CFO Casey Heller had 164,377 shares of Class A common stock withheld by the company. This was to satisfy tax obligations arising from the vesting and settlement of previously granted RSUs, not an open-market sale.
Was Casey Heller’s Definitive Healthcare (DH) transaction an open-market sale?
No, the filing shows a tax-withholding disposition coded “F,” meaning shares were withheld by the issuer. The footnote explains the shares covered Heller’s tax obligations on vesting RSUs, rather than being sold on the open market to outside buyers.
What does transaction code “F” mean in the Definitive Healthcare (DH) Form 4?
Transaction code “F” indicates a payment of exercise price or tax liability by delivering securities. In this Form 4, it reflects Definitive Healthcare withholding shares from CFO Casey Heller to cover tax obligations triggered by vesting and settlement of restricted stock units.
AI-generated analysis. How Rhea-AI works. Not financial advice.
