Disney executive reports stock options and RSUs
Walt Disney Co senior executive Paul M. Roeder filed an initial ownership report showing stock options, restricted stock units, and a small common stock position.
Rhea-AI Filing Summary
Walt Disney Co senior executive Paul M. Roeder filed an initial ownership report showing stock options, restricted stock units, and a small common stock position. His holdings include stock options on 5,090 Disney common shares at an exercise price of $100.0100 expiring on March 18, 2036, and 12,834 shares at $113.1400 expiring on January 15, 2036, granted under the company’s Amended and Restated 2011 Stock Incentive Plan. He also holds several restricted stock unit awards, including one for 9,900 stock units that vest in installments from 2026 through 2029 and convert into Disney common stock on a 1-for-1 basis, plus 2 shares of Disney common stock held directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
18 transactions reported
Mixed
18 txns
Insider
Roeder Paul M
Role
Sr EVP and Chief Comm Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Restricted Stock Unit | -- | -- | -- |
| holding | Restricted Stock Unit | -- | -- | -- |
| holding | Restricted Stock Unit | -- | -- | -- |
| holding | Restricted Stock Unit | -- | -- | -- |
| holding | Restricted Stock Unit | -- | -- | -- |
| holding | Disney Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option (Right-to-Buy) — 77,333 contracts (Direct);
Restricted Stock Unit — 21,517 contracts (Direct);
Disney Common Stock — 2 shares (Direct)
Footnotes (12)
- F1. Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is scheduled to vest as to 1,697 stock units on each March 18 of 2027 and 2029 and 1,696 stock units on March 18, 2028. In connection with this stock option award, the reporting person also was awarded restricted stock units whose vesting is subject to performance vesting criteria. The number of stock units vesting depends on the extent to which the performance criteria are satisfied, and ranges from zero to 6,574, not including potential accrued dividends.
- F2. Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is scheduled to vest as to 2,138 shares on July 15, 2026, 2,139 shares on each January 15 of 2027 and 2028 and each July 15 of 2027 and 2028 and 2,140 shares on January 15, 2029.
- F3. Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option has vested as to 3,548 shares. The unvested portion of the option is scheduled to vest as to 1,774 shares on each July 15 of 2026 and 2027 and January 15, 2027 and as to 1,775 shares on January 15, 2028.
- F4. Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option has vested as to 7,488 shares. The unvested portion of the option is scheduled to vest as to 1,872 shares on June 15, 2026 and 1,874 shares on December 15, 2026.
- F5. Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option has vested as to 693 shares. The unvested portion of the option vests in a single installment of 139 shares on July 17, 2026.
- F6. Option was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The option is fully vested.
- F7. This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest as to 575 stock units on each March 18 of 2027, 2028 and 2029.
- F8. Restricted stock units convert into common stock at 1-for-1.
- F9. This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The award is scheduled to vest as to 1,649 stock units on each July 15 of 2026, 2027 and 2028 and 1,651 stock units on each January 15 of 2027, 2028 and 2029.
- F10. This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The unvested portion of the award is scheduled to vest as to 1,466 stock units on July 15, 2026, 1,468 stock units on each January 15 of 2027 and 2028 and 1,467 stock units on July 15, 2027. Includes dividend equivalents accrued on the award.
- F11. This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The unvested portion of the award is scheduled to vest as to 1,533 stock units on June 15, 2026 and 1,535 stock units on December 15, 2026. Includes dividend equivalents accrued on the award.
- F12. This restricted stock unit award was granted under the Company's Amended and Restated 2011 Stock Incentive Plan in a transaction exempt under Rule 16(b)-3. The unvested portion of the award is scheduled to vest as to its remaining 955 stock units on July 17, 2026. Includes dividend equivalents accrued on the award.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 filing by Paul M. Roeder at Disney (DIS) show?
The Form 3 shows Paul M. Roeder’s initial ownership of Disney securities, including multiple stock option grants, several restricted stock unit awards, and 2 shares of Disney common stock held directly as a senior executive of the company.
What stock options does Paul M. Roeder hold in Walt Disney Co (DIS)?
Paul M. Roeder holds various Disney stock options, including options on 5,090 shares at an exercise price of $100.0100 expiring March 18, 2036, and 12,834 shares at $113.1400 expiring January 15, 2036, all granted under Disney’s 2011 Stock Incentive Plan.
What restricted stock units does Paul M. Roeder report in his Disney (DIS) Form 3?
Roeder reports several restricted stock unit awards, including 9,900 stock units scheduled to vest in equal installments between July 15, 2026 and January 15, 2029, plus additional RSU awards of 5,869, 3,068, 1,725, and 955 units, all converting into Disney common stock 1-for-1.
Are Paul M. Roeder’s Disney (DIS) equity awards time-vested or performance-based?
Roeder’s filing shows both time-based and performance-linked awards. Several stock options and RSUs vest on specific future dates, while one option award also includes restricted stock units whose vesting depends on performance criteria, with potential vesting from zero to 6,574 units.
Does Paul M. Roeder directly own any Disney (DIS) common stock?
Yes. In addition to stock options and restricted stock units, Paul M. Roeder directly owns 2 shares of Disney common stock. The majority of his reported Disney exposure is through option and restricted stock unit awards granted under the company’s equity incentive plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
