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Walt Disney Company (DIS) Form 4 Filings

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Here are the Form 4 insider transactions from Walt Disney Company (DIS) in our archive over the last 12 months, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow DIS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DIS filings page.

Rhea-AI Summary

Walt Disney Co executive Sonia L. Coleman reported equity award vesting and related tax withholding transactions. On January 15, 2026, 2,880 restricted stock units converted into an equal number of Disney common shares, with 4 and 1,101 shares automatically withheld at prices of $113.14 per share to cover taxes, which the footnotes state did not involve open-market sales. On January 17, 2026, a further 1,181 restricted stock units converted into 1,181 common shares, with 487 shares automatically withheld at $112.485 per share for taxes, again not constituting open-market transactions.

Following these transactions, Coleman directly beneficially owned 2,475 Disney common shares and held 1,021.17 additional shares indirectly through a 401(k) plan stock fund. Footnotes note remaining restricted stock units from earlier grants are scheduled to vest in installments on January 15, 2027 and 2028, and on July 17, 2026, and that all restricted stock units convert into common stock on a 1-for-1 basis.

Rhea-AI Summary

Walt Disney Company executive Horacio E. Gutierrez, SEVP, CL&GAO, reported equity changes from restricted stock unit activity. On January 15, 2026, 7,802 restricted stock units vested under Disney’s Amended and Restated 2011 Stock Incentive Plan and converted into Disney common stock on a 1-for-1 basis. To cover withholding taxes, the company automatically withheld 83 shares and 2,857 shares at a price of $113.14 per share; these were not open-market sales. Following these transactions, Gutierrez directly owned 58,317 Disney common shares and 15,761 restricted stock units, which continue to settle into common stock as they vest.

Rhea-AI Summary

The Walt Disney Company executive Kristina K. Schake, Sr. EVP and Chief Communications Officer, reported routine equity compensation activity. On January 15, 2026, 2,653 restricted stock units vested and converted into an equal number of Disney common shares at a 1-for-1 rate. To cover withholding taxes, the company automatically withheld 23 shares and later 1,021 shares at a reference price of $113.14 per share; these are not open-market sales. After these transactions, she directly held 24,053 Disney common shares and 5,359 restricted stock units. The remaining stock units are scheduled to vest as 2,679 units on January 15, 2027 and 2,680 units on January 15, 2028, including associated dividend equivalents.

Rhea-AI Summary

The Walt Disney Company’s SEVP & Chief Financial Officer Hugh F. Johnston reported routine equity compensation activity. On January 15, 2026, 9,421 restricted stock units vested under Disney’s Amended and Restated 2011 Stock Incentive Plan and converted into 9,421 shares of Disney common stock on a 1-for-1 basis. To cover withholding taxes, 3,359 shares were automatically withheld at a price of $113.14 per share, which the filing states does not constitute an open-market sale. Following these transactions, Johnston directly beneficially owned 20,340 Disney shares, with an additional 96 shares held indirectly through the Lucas Tullier Contingent Trust and 126 shares held indirectly through the Lucas Tullier Exempt Trusts. The award continues to vest, with 9,515 stock units scheduled to vest on January 15, 2027, and 9,516 stock units on January 15, 2028.

Rhea-AI Summary

Walt Disney Co director reports stock acquisition under incentive plan

A director of Walt Disney Co acquired 782.5 shares of Disney common stock on 12/31/2025 at a price of $113.02 per share. After this transaction, the director beneficially owns 10,667 Disney shares in direct form.

The filing explains that the total includes approximately 207.4 stock units and/or shares credited in lieu of some quarterly cash retainer fees for Board service, based on the director’s election under the company’s Amended and Restated 2011 Stock Incentive Plan, plus about 575.1 deferred stock units granted quarterly under the same plan. These stock units are settled in Disney common shares under the plan’s terms.

Rhea-AI Summary

Walt Disney Co director reports equity award and updated holdings. A Disney director acquired 895.1 shares of Disney common stock on 12/31/2025 at a price of $113.02 per share. After this transaction, the director beneficially owned 22,096.3 Disney shares directly and 20 shares indirectly through a trust. The reported total includes 320.7 stock units or shares issued under the Amended and Restated 2011 Stock Incentive Plan in lieu of quarterly cash retainer fees for board service, and 574.4 deferred stock units credited as a quarterly grant under the same plan. The total also reflects cash paid in lieu of fractional shares when stock units are converted to shares.

Rhea-AI Summary

Walt Disney Co director reports new stock award under company plan. On 12/31/2025, the director acquired 851.6 shares of Disney common stock, reported at a price of $113.02 per share, increasing beneficial ownership to 7,924.6 shares held directly.

The filing explains that the total includes 276.5 stock units and/or shares issued under Disney’s Amended and Restated 2011 Stock Incentive Plan in lieu of part or all of the director’s quarterly cash retainer fees, and 575.1 deferred stock units credited as a regular quarterly grant. These stock units are to be delivered in the form of Disney common shares under the plan’s terms and conditions.

Rhea-AI Summary

Walt Disney Co director reports share acquisition under company plan. A board member acquired 912.4 shares of Disney common stock on 12/31/2025 at $113.02 per share, as shown in a Form 4 filing. After this transaction, the director beneficially owned 21,488.9 Disney shares in total.

The reported holdings include 337.3 stock units or shares credited in lieu of quarterly cash retainer fees for board service and 575.1 deferred stock units granted quarterly under the Amended and Restated 2011 Stock Incentive Plan. These stock units are settled in Disney common shares under the plan’s terms and conditions.

Rhea-AI Summary

Walt Disney Co director reports routine stock-based compensation. A Disney director acquired 873.7 shares/stock units of Disney common stock on 12/31/2025 at $113.02 per share. Following this transaction, the director beneficially owned 35,518.4 Disney shares or stock units in total, held directly.

The acquired amount includes 298.6 stock units or shares issued under Disney’s Amended and Restated 2011 Stock Incentive Plan in lieu of quarterly cash retainer fees for board service, based on the director’s election. It also includes 575.1 deferred stock units credited as a quarterly grant under the same plan, which are also to be settled in Disney common stock under plan terms.

Rhea-AI Summary

Walt Disney Co director reports stock-based compensation under company plan. A director of Walt Disney Co acquired 906.9 shares or stock units of Disney common stock on 12/31/2025 at a price of $113.02 per share, according to a Form 4 filing. After this transaction, the director beneficially owned 25,495.6 Disney common shares directly, plus 157 shares held indirectly by a spouse in trust and 72 shares held indirectly by another trust.

The position includes 331.8 stock units and/or shares credited in lieu of quarterly cash retainer fees for Board service and 575.1 deferred stock units granted quarterly under the company’s Amended and Restated 2011 Stock Incentive Plan. These stock units are delivered in the form of Disney common shares under the plan’s terms.

Rhea-AI Summary

Walt Disney Co director Form 4 shows additional equity compensation. On 12/31/2025, the reporting person acquired 851.6 shares of Disney common stock at $113.02 per share, increasing their beneficial holdings to 27,553.9 shares.

The total includes 276.5 stock units or shares credited in lieu of quarterly cash Board retainer fees and 575.1 deferred stock units, all issued under Disney’s Amended and Restated 2011 Stock Incentive Plan. These units are settled in shares of Disney common stock according to the plan’s terms, reflecting ongoing director compensation through equity rather than cash.

Rhea-AI Summary

Walt Disney Co director reports new stock acquisition. A Disney director acquired 1,216.5 shares of Disney common stock on 12/31/2025 at a price of $113.02 per share, increasing the director’s directly held position to 7,734.5 shares. The filing also reports indirect beneficial ownership of 38,000 shares held through a Grantor Retained Annuity Trust.

The reported direct holdings include 447.9 stock units and/or shares credited in lieu of quarterly cash retainer fees for Board service under Disney’s Amended and Restated 2011 Stock Incentive Plan, and 768.6 deferred stock units credited as a quarterly grant under the same plan. These stock units are settled in shares of Disney common stock according to the plan’s terms.

Rhea-AI Summary

Walt Disney Co director Form 4 shows additional stock-based compensation. On 12/31/2025, the reporting person acquired 851.6 shares of Disney common stock at $113.02 per share. After this transaction, the director beneficially owned 13,804.1 shares directly and 120 shares indirectly through a trust.

The footnotes explain that the total includes 276.5 stock units or shares issued under Disney’s Amended and Restated 2011 Stock Incentive Plan in lieu of some quarterly cash retainer fees for Board service, and 575.1 deferred stock units credited as a quarterly grant under the same plan. These stock units are settled in shares of Disney common stock issued under the plan.

Rhea-AI Summary

The Walt Disney Company executive reports a planned stock sale. The company’s Sr. EVP & Chief People Officer sold 2,431 shares of Disney common stock on 12/24/2025 at a price of $114 per share in a transaction coded as a sale.

The filing notes this trade was made under a pre-established Rule 10b5-1(c) trading plan adopted on May 23, 2025. After this transaction, the reporting person held no Disney shares directly and had 1,000.933 shares indirectly through The Walt Disney Stock Fund in the company’s 401(k) plan as of December 24, 2025.

Rhea-AI Summary

The Walt Disney Company executive EVP, Control, Financial Planning & Tax reported routine equity compensation activity. On December 18, 2025, 41 restricted stock units converted into an equal number of Disney common shares, consistent with the stated 1-for-1 conversion. On the same date, 41 shares were automatically withheld at $111.61 per share to satisfy tax withholding obligations, and this was not an open-market sale.

After these transactions, the executive beneficially owned 54,636 Disney common shares directly, plus 100 shares held indirectly through a spouse’s IRA and 289.575 units in The Walt Disney Stock Fund within a 401(k) plan. In addition, 1,045 restricted stock units remain outstanding and are scheduled to vest on September 23, 2026, including accrued dividend equivalents, under The Walt Disney Company’s Amended and Restated 2011 Stock Incentive Plan.

Rhea-AI Summary

Walt Disney Co’s senior executive vice president and chief financial officer reported stock-based compensation activity and new equity awards. On December 15, 2025, 12,658 previously granted restricted stock units vested and converted into common shares; 5,157 of those shares were automatically withheld to cover taxes and were not sold on the open market, leaving 14,278 shares held directly, plus small additional holdings in family trusts.

The filing shows 12,658 restricted stock units remaining from this earlier grant, scheduled to vest on December 15, 2026. The officer also received a new award of 37,483 restricted stock units, vesting in three equal installments on December 15 of 2026, 2027 and 2028, and a new stock option for 113,062 shares at an exercise price of $110.05, vesting on the same schedule and expiring December 15, 2035. In connection with the option grant, additional performance-based restricted stock units may vest in a range from zero to 138,686 units depending on future performance criteria.

Rhea-AI Summary

Walt Disney Co granted its Chief Executive Officer and Director stock options covering 411,133 shares of Disney common stock on December 15, 2025. The options have an exercise price of $110.05, expire on December 15, 2035, and were issued under the Company’s Amended and Restated 2011 Stock Incentive Plan.

The options are scheduled to vest in three equal installments on each December 15 of 2026, 2027 and 2028. In connection with this stock option award, the reporting person also received performance-based restricted stock units, with the number that ultimately vests ranging from zero to 378,224 units depending on how the specified performance criteria are met.

Rhea-AI Summary

The Walt Disney Company reported insider equity activity by an executive officer serving as EVP, Control, Financial Planning & Tax. On December 15, 2025, 1,092 and 2,193 restricted stock units vested and converted into an equal number of Disney common shares. To cover withholding taxes, 406 and 812 shares were automatically withheld at a price of $110.05 per share, and these transactions were not open-market sales.

Following these transactions, the officer directly owns 54,595 Disney common shares, plus 100 shares held indirectly through a spouse’s IRA and about 289.575 shares in a 401(k) plan as of December 15, 2025. The officer also retains 4,388 unvested restricted stock units, scheduled to vest in two equal installments of 2,194 units on June 15, 2026 and December 15, 2026.

Rhea-AI Summary

Walt Disney Co reported that a senior executive, serving as SEVP, Chief Legal and Global Affairs Officer, completed several equity transactions on December 15, 2025. Restricted stock units previously granted under the company’s 2011 Stock Incentive Plan vested, converting into 27,414, 6,162 and 8,499 shares of Disney common stock on that date.

To cover withholding taxes, 13,922, 3,130 and 4,316 shares were automatically withheld and are described as not being open-market sales. The executive also received a new award of 28,090 restricted stock units and a stock option for 84,728 shares at an exercise price of $110.05 per share, both scheduled to vest in three equal installments on December 15 of 2026, 2027 and 2028. Following these transactions, the executive directly owns 53,234 Disney shares, plus unvested equity awards.

Rhea-AI Summary

Walt Disney’s Senior Executive Vice President & Chief People Officer reported a series of equity compensation transactions involving company stock. On December 15, 2025, previously granted restricted stock units vested, delivering 1,111 and 3,831 shares of Disney common stock as they converted 1-for-1 into shares.

To cover withholding taxes, 565 and 1,946 shares were automatically withheld at $110.05 per share, and the filing states these do not represent open-market sales. The executive received 9,087 new restricted stock units and 27,409 stock options at an exercise price of $110.05, each scheduled to vest in three equal installments on December 15 of 2026, 2027, and 2028. A separate performance-based restricted stock unit award can result in the vesting of between zero and 33,622 additional stock units, depending on achievement of performance criteria.

Rhea-AI Summary

Walt Disney Co’s Senior EVP and Chief Communications Officer reported multiple equity award transactions dated December 15, 2025. Several tranches of restricted stock units (RSUs) vested and converted into Disney common stock on a 1-for-1 basis, including 7,620, 1,711 and 3,446 units granted under the company’s Amended and Restated 2011 Stock Incentive Plan.

To cover withholding taxes on these vestings, 3,870, 869 and 1,750 shares were automatically withheld at a price of $110.05 per share; the filing states these do not constitute open‑market sales. The officer also received a new grant of 7,270 RSUs scheduled to vest in three equal installments on December 15 of 2026, 2027 and 2028, and a stock option for 21,928 shares at an exercise price of $110.05, vesting on the same dates. An additional performance‑based RSU award can vest in a range from zero to 26,896 units depending on achievement of performance criteria.

Rhea-AI Summary

Walt Disney Co reported that a company director bought 18,000 shares of its common stock on December 12, 2025, at a weighted average price of $111.8857 per share. The shares were purchased in multiple transactions at prices ranging from $111.64 to $112.075. On the same date, the director contributed 20,000 previously directly held shares to a grantor retained annuity trust, described as exempt from Section 16 under Rule 16a-13, and now beneficial ownership includes 38,000 shares held indirectly through the trust and 6,518 shares held directly.

Rhea-AI Summary

Walt Disney Co reported an executive equity award event involving restricted stock units. A senior executive identified as SEVP, CL&GAO filed a Form 4 for a transaction dated December 1, 2025. The filing shows acquisition of 27,414.8625 restricted stock units tied to Disney common stock at a price of $0 per unit.

The units convert into Disney common stock on a 1-for-1 basis27,414.8625 shares, including adjustments for performance and accumulated dividend equivalents, on December 1, 2025. The stock unit award is scheduled to vest on December 15, 2025, at which point the units become deliverable as common shares.

Rhea-AI Summary

Walt Disney Co reported an equity award for a senior executive. The company granted 7,620.735 restricted stock units (RSUs) to its Senior Executive Vice President and Chief Communications Officer.

Each RSU converts into one share of Disney common stock. The RSUs were originally awarded in Disney’s 2023 fiscal year and were subject to performance conditions. Those conditions were satisfied as to 7,620.735 units, including adjustments for performance and accumulated dividend equivalents, on December 1, 2025.

The RSU award is scheduled to vest on December 15, 2025, at which point the executive would receive Disney common shares with no exercise price (listed as $0 per unit). This transaction is reported as a directly owned derivative position.

Rhea-AI Summary

The Walt Disney Company executive files a Form 4 reporting equity compensation. The company’s Senior Executive Vice President & Chief People Officer reported an acquisition of 2,359.8913 restricted stock units tied to Disney common stock. These units convert into common shares on a 1-for-1 basis.

The restricted stock units were originally awarded during Disney’s 2023 fiscal year and were subject to performance conditions. Those conditions were satisfied as to 2,359.8913 units, including adjustments for performance criteria and accumulated dividend equivalents, on December 1, 2025. The stock unit award is scheduled to vest on June 23, 2026, at which point the units convert into Disney common shares held directly by the executive.