Disney HR chief vests 4,079 stock units
Walt Disney Co senior executive Sonia L. Coleman reported routine equity compensation activity involving Disney Common Stock.
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Form Type
4
Rhea-AI Filing Summary
Walt Disney Co senior executive Sonia L. Coleman reported routine equity compensation activity involving Disney Common Stock. On the reported date, restricted stock units converted into 4,079 shares of common stock at a 1-for-1 rate, reflecting vesting under the company’s stock incentive plan.
Of these, 1,464 shares were automatically withheld at $102.92 per share to cover tax obligations, which the filing notes was not an open-market sale. Following these transactions, Coleman directly held 3,135 Disney shares and indirectly held 1,114.866 shares through The Walt Disney Stock Fund in the company’s 401(k) Plan.
Insider Trade Summary
4,079 shares exercised/converted
Exercise
3 txns
Insider
Coleman Sonia L
Role
Sr. EVP & Chief People Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Unit | 4,079 | $0.00 | $0.00 |
| Exercise | Disney Common Stock | 4,079 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Disney Common Stock | 1,464 | $102.92 | $151K |
| Holding | Disney Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Unit — 0 contracts (Direct);
Disney Common Stock — 3,135 shares (Direct);
Disney Common Stock — 1,114.866 shares (Indirect, By 401(k))
Footnotes (5)
- F1. Vesting of restricted stock units granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, previously reported on a Form 4 filed on December 2, 2025, and a Form 4 filed on June 24, 2026. The total reflects a deduction for cash paid in lieu of fractional shares upon conversion of previously-granted units to shares and includes dividend equivalents accrued on the award.
- F2. Restricted stock units convert into common stock at 1-for-1.
- F3. The 1,464 shares reported as a disposition represent an automatic reduction of shares issued to the reporting person to discharge withholding tax obligations of reporting person and do not constitute an actual sale or other open-market transaction.
- F4. Shares held in The Walt Disney Stock Fund as of June 23, 2026. The Fund is one investment option in the 401(k) Plan and contains Company matching contributions.
- F5. The stock unit award vested on the expiration date.
Key Figures
RSU conversion: 4,079 shares
Tax withholding shares: 1,464 shares
Withholding price: $102.92 per share
+3 more
6 metrics
RSU conversion
4,079 shares
Restricted stock units converting to Disney Common Stock
Tax withholding shares
1,464 shares
Automatic reduction to cover withholding taxes
Withholding price
$102.92 per share
Value used for tax-withholding disposition
Direct holdings after
3,135 shares
Disney Common Stock directly owned after transactions
Indirect 401(k) holdings
1,114.866 shares
Shares in The Walt Disney Stock Fund as of June 23, 2026
Derivative position remaining
0 units
Restricted stock unit award balance after 4,079-unit conversion
Key Terms
restricted stock units, Amended and Restated 2011 Stock Incentive Plan, dividend equivalents, withholding tax obligations, +1 more
5 terms
restricted stock units financial
"Vesting of restricted stock units granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan"
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.
Amended and Restated 2011 Stock Incentive Plan financial
"restricted stock units granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan"
dividend equivalents financial
"includes dividend equivalents accrued on the award"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
withholding tax obligations financial
"automatic reduction of shares issued to the reporting person to discharge withholding tax obligations"
401(k) Plan financial
"The Fund is one investment option in the 401(k) Plan and contains Company matching contributions"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Disney executive Sonia L. Coleman report in this Form 4 for DIS?
Sonia L. Coleman reported vesting of restricted stock units converting into 4,079 Disney common shares. A portion was automatically withheld to satisfy tax obligations, and her direct and 401(k) holdings after these transactions are disclosed in the filing.
What indirect Disney holdings does Sonia L. Coleman report via the 401(k) Plan?
She reports 1,114.866 Disney shares held indirectly through The Walt Disney Stock Fund as of June 23, 2026. The fund is an investment option in the company’s 401(k) Plan and includes Disney matching contributions, giving employees indirect exposure to Disney stock.
Were any open-market purchases or sales reported by Sonia L. Coleman for DIS?
No open-market purchases or sales were reported. The Form 4 describes restricted stock units converting into common shares and an automatic share reduction to cover withholding taxes, which the footnotes emphasize does not constitute an actual market sale transaction.
AI-generated analysis. How Rhea-AI works. Not financial advice.
