DHIL CEO reports 2,809-share tax withholding
Diamond Hill Investment Group CEO Heather E. Brilliant reported a routine tax-related share disposition.
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Form Type
4
Rhea-AI Filing Summary
Diamond Hill Investment Group CEO Heather E. Brilliant reported a routine tax-related share disposition. On a restricted stock award vesting, 2,809 common shares were withheld at $172.10 per share to cover taxes, rather than sold in the open market. After this withholding, she directly holds 66,680 common shares and indirectly holds 473 common shares through a 401K account.
Insider Trade Summary
Exercise Price or Tax Liability: 2,809 shares
Exercise Price or Tax Liability
2 txns
Insider
BRILLIANT HEATHER E
Role
Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common | 2,809 | $172.10 | $483K |
| holding | Common | -- | -- | -- |
Holdings After Transaction:
Common — 66,680 shares (Direct);
Common — 473 shares (Indirect, By 401K)
Footnotes (1)
- F1. Represents shares withheld to pay taxes associated with shares of restricted stock award that vested on April 1, 2026.
Key Figures
Shares withheld for taxes: 2,809 shares
Tax withholding price: $172.10 per share
Direct holdings after transaction: 66,680 shares
+1 more
4 metrics
Shares withheld for taxes
2,809 shares
Withheld on restricted stock vesting April 1, 2026
Tax withholding price
$172.10 per share
Value used for 2,809-share tax-withholding disposition
Direct holdings after transaction
66,680 shares
DHIL common shares held directly by CEO after withholding
Indirect 401K holdings
473 shares
DHIL common shares held indirectly via 401K after update
Key Terms
restricted stock award, tax-withholding disposition, 401K, Form 4
4 terms
restricted stock award financial
"shares of restricted stock award that vested on April 1, 2026"
A restricted stock award is company shares given to an employee or executive that cannot be sold or fully owned until certain conditions—like staying with the company for a set time or hitting performance targets—are met. Think of it as a gift that only becomes yours after you fulfill specific obligations; for investors, these awards matter because they can increase the total shares outstanding when they vest, reveal how management is being paid and motivated, and create potential selling pressure when restrictions lift.
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.
401K financial
"nature_of_ownership": "By 401K""
An employer-sponsored retirement savings plan in the United States that lets workers set aside part of their paycheck into investments with tax advantages; some plans also include employer matching contributions, which is like free money added to your savings. It matters to investors because 401(k) balances represent a large pool of household retirement assets that influence personal financial security, investor behavior, and long-term demand for stocks and bonds.
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 DHIL CEO Heather Brilliant report on this Form 4?
Heather E. Brilliant reported a tax-withholding disposition of 2,809 Diamond Hill common shares. These shares were withheld to pay taxes owed on a restricted stock award that vested on April 1, 2026, rather than being sold in the open market.
What triggered the tax withholding reported in the DHIL CEO’s Form 4 filing?
The tax withholding was triggered by a restricted stock award that vested on April 1, 2026. When the award vested, 2,809 shares were withheld to satisfy associated tax obligations, which is a standard practice for equity-based compensation vesting events.
AI-generated analysis. How Rhea-AI works. Not financial advice.
