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Walt Disney Co (NYSE: DIS) exec converts 955 RSUs, withholds 343 shares for taxes

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Walt Disney Co Sr EVP and Chief Communications Officer Paul M. Roeder reported the vesting and 1-for-1 conversion of 955 restricted stock units into Disney common stock on July 17, 2026, from a prior equity award. To satisfy tax withholding obligations, 343 shares were automatically withheld at $98.42 per share, not sold in the open market.

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Insider Roeder Paul M
Role Sr EVP and Chief Comm Officer
Type Security Shares Price Value
Exercise Restricted Stock Unit F2, F1 955 $0.00 $0.00
Exercise Disney Common Stock F1, F2 955 -- --
Tax Withholding Disney Common Stock F3 343 $98.42 $34K
Holdings After Transaction: Restricted Stock Unit — 0 shares (Direct); Disney Common Stock — 3,593 shares (Direct)
Footnotes (3)
  1. F1. Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The award vested in six substantially equal semi-annual installments, which began on January 17, 2024. Includes dividend equivalents accrued on the award.
  2. F2. Restricted stock units convert into common stock at 1-for-1.
  3. F3. The 343 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.
RSUs converted 955 shares Restricted stock units converted into Disney common stock on July 17, 2026
Shares withheld for taxes 343 shares Shares automatically reduced to discharge withholding tax obligations
Tax withholding price $98.42 per share Per-share value applied to 343 withheld Disney shares for tax purposes
Vesting installments Six semi-annual installments Award vested in six substantially equal semi-annual installments beginning January 17, 2024
Conversion ratio 1-for-1 Restricted stock units convert into Disney common stock at a 1-for-1 ratio
Restricted Stock Unit financial
"Vesting of restricted stock units previously granted under The Walt Disney"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
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
"to discharge withholding tax obligations of reporting person and do not"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider transaction did DIS executive Paul M. Roeder report?

Paul M. Roeder reported the vesting and 1-for-1 conversion of 955 restricted stock units into Disney common stock. These RSUs came from a prior equity award and vested according to a preset schedule under The Walt Disney Company’s Amended and Restated 2011 Stock Incentive Plan.

How many Walt Disney (DIS) shares were withheld for taxes in this Form 4?

The Form 4 reports that 343 shares of Disney common stock were automatically withheld at $98.42 per share. This reduction covered Paul Roeder’s withholding tax obligations and, as disclosed, did not represent an actual sale or any other open-market transaction.

What does the 1-for-1 RSU conversion mean for Walt Disney Co (DIS)?

A 1-for-1 RSU conversion means each restricted stock unit converts into one share of Disney common stock when it vests. In this case, 955 RSUs converted into 955 common shares, reflecting a direct, one-to-one increase in issued shares to the reporting person.

Which Disney compensation plan governed Paul Roeder’s RSUs reported in this DIS Form 4?

The RSUs were granted under The Walt Disney Company’s Amended and Restated 2011 Stock Incentive Plan. The filing notes that the award vested in six substantially equal semi-annual installments beginning January 17, 2024, and that dividend equivalents were accrued on the award.

Did Paul Roeder’s Walt Disney (DIS) Form 4 show any open-market stock sales?

The filing does not show any open-market sales. It explains that the 343-share disposition was an automatic reduction in shares issued to cover withholding tax obligations and "does not constitute an actual sale or other open-market transaction," according to the footnote.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Roeder Paul M

(Last)(First)(Middle)
500 SOUTH BUENA VISTA STREET

(Street)
BURBANK CALIFORNIA 91521

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Walt Disney Co [ DIS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Sr EVP and Chief Comm Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/17/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Disney Common Stock07/17/2026M955(1)A(2)3,936D
Disney Common Stock07/17/2026F343(3)D$98.423,593D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Unit(2)07/17/2026M955 (1) (1)Disney Common Stock955$00D
Explanation of Responses:
1. Vesting of restricted stock units previously granted under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan. The award vested in six substantially equal semi-annual installments, which began on January 17, 2024. Includes dividend equivalents accrued on the award.
2. Restricted stock units convert into common stock at 1-for-1.
3. The 343 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.
Remarks:
/s/ Karen Young, as attorney-in-fact07/20/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)