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Electronic Arts (NASDAQ: EA) director RSUs cancelled for $210 cash in merger

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Electronic Arts Inc. director Luis A. Ubinas reported multiple dispositions of restricted stock units on August 4, 2026. In connection with the Oak-Eagle merger, each reported RSU was cancelled and converted into the right to receive cash equal to $210.00 per underlying share, less applicable withholding taxes.

Positive

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Negative

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Insider Ubinas Luis A
Role Director
Type Security Shares Price Value
Disposition Restricted Stock Units F1 7,500 -- --
Disposition Restricted Stock Units F1 10,000 -- --
Disposition Restricted Stock Units F1 10,000 -- --
Disposition Restricted Stock Units F1 10,000 -- --
Disposition Restricted Stock Units F1 3,869 -- --
Disposition Restricted Stock Units F1 3,570 -- --
Disposition Restricted Stock Units F1 3,408 -- --
Disposition Restricted Stock Units F1 2,187 -- --
Disposition Restricted Stock Units F1 1,452 -- --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct)
Footnotes (1)
  1. F1. On August 4, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 28, 2025, by and among Electronic Arts Inc., a Delaware corporation (the "Issuer"), Oak-Eagle AcquireCo, Inc., a Delaware corporation ("Parent"), and Oak-Eagle MergerCo, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each outstanding restricted stock unit ("RSU") that was vested but not yet settled and each RSU held by a non-employee director, whether vested or unvested, was cancelled and converted into the right to receive, without interest and less applicable withholding taxes, cash equal to $210.00 for each share subject to the award.
Cash per RSU share $210.00 Cash consideration per share for cancelled RSU awards at the effective time of the merger
RSUs disposed (example grant) 7500.0000 units Restricted stock units cancelled and converted to cash on August 4, 2026 under the merger terms
RSUs disposed (additional grant) 10000.0000 units Another RSU award cancelled and converted to cash rights in connection with the merger
RSUs disposed (additional grant) 3869.0000 units Further RSUs cancelled and cash-settled pursuant to the Agreement and Plan of Merger
Merger and RSU cancellation date August 4, 2026 Date the Oak-Eagle merger was effected and RSUs were cancelled and converted into cash rights
Restricted Stock Units financial
"each outstanding restricted stock unit ("RSU") that was vested but not yet settled"
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.
Agreement and Plan of Merger regulatory
"pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement")"
An Agreement and Plan of Merger is a formal document where two companies agree to combine into one, outlining how the process will happen. It’s like a step-by-step plan for merging, and it matters because it shows both sides have agreed on the details before the official transition takes place.
Effective Time regulatory
"At the effective time of the Merger (the "Effective Time"), each outstanding RSU"
The exact clock time when a regulatory filing, approval, or corporate action formally becomes legally active; from that moment the change is binding and can be acted on. Investors care because the effective time marks when ownership, rights, trading rules, or new securities take effect — like a light switch turning on a contract or transaction — which determines when risks, benefits and market reactions begin.
withholding taxes financial
"right to receive, without interest and less applicable withholding taxes, cash equal to $210.00"
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.

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

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FAQ

What did Electronic Arts (EA) director Luis A. Ubinas report on this Form 4?

Luis A. Ubinas reported dispositions of several restricted stock unit awards on August 4, 2026. These RSUs were cancelled in connection with the Oak-Eagle merger and converted into rights to receive cash based on $210.00 per underlying share, before withholding taxes.

How were the Electronic Arts (EA) RSUs treated in the Oak-Eagle merger?

At the merger’s effective time, each reported restricted stock unit was cancelled and converted into the right to receive cash. The cash consideration equaled $210.00 for each underlying share, paid without interest and reduced by applicable withholding taxes.

What securities are involved in Luis A. Ubinas’s EA Form 4 filing?

The filing covers restricted stock units with underlying Electronic Arts common stock. Each RSU was disposed of to the issuer and converted into a cash right of $210.00 per underlying share under the merger terms, rather than being settled in EA stock.

Did Electronic Arts (EA) director Luis A. Ubinas sell shares on the open market?

No open-market sales are reported. The Form 4 shows dispositions to the issuer of restricted stock units. These units were cancelled and converted into rights to receive $210.00 in cash per underlying share under the Oak-Eagle merger, rather than sold in market transactions.
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
X
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*
Ubinas Luis A

(Last)(First)(Middle)
209 REDWOOD SHORES PARKWAY

(Street)
REDWOOD CITY CALIFORNIA 94065

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ELECTRONIC ARTS INC. [ EA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/04/2026
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
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 Units(1)08/04/2026(1)D7,500 (1) (1)Common Stock7,500(1)0D
Restricted Stock Units(1)08/04/2026(1)D10,000 (1) (1)Common Stock10,000(1)0D
Restricted Stock Units(1)08/04/2026(1)D10,000 (1) (1)Common Stock10,000(1)0D
Restricted Stock Units(1)08/04/2026(1)D10,000 (1) (1)Common Stock10,000(1)0D
Restricted Stock Units(1)08/04/2026(1)D3,869 (1) (1)Common Stock3,869(1)0D
Restricted Stock Units(1)08/04/2026(1)D3,570 (1) (1)Common Stock3,570(1)0D
Restricted Stock Units(1)08/04/2026(1)D3,408 (1) (1)Common Stock3,408(1)0D
Restricted Stock Units(1)08/04/2026(1)D2,187 (1) (1)Common Stock2,187(1)0D
Restricted Stock Units(1)08/04/2026(1)D1,452 (1) (1)Common Stock1,452(1)0D
Explanation of Responses:
1. On August 4, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 28, 2025, by and among Electronic Arts Inc., a Delaware corporation (the "Issuer"), Oak-Eagle AcquireCo, Inc., a Delaware corporation ("Parent"), and Oak-Eagle MergerCo, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each outstanding restricted stock unit ("RSU") that was vested but not yet settled and each RSU held by a non-employee director, whether vested or unvested, was cancelled and converted into the right to receive, without interest and less applicable withholding taxes, cash equal to $210.00 for each share subject to the award.
/s/ Deborah Berenjfoorosh, Attorney-in-Fact For: Luis A Ubinas08/04/2026
** 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.
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* Form 4: SEC 1474 (03-26)