Excelerate Energy (EE) executive covers tax bill with vested RSUs
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Excelerate Energy, Inc. executive Alisa Newman had 1,256 Class A shares withheld to cover taxes on vesting restricted stock units. The shares were valued at $33.31 each and represent RSUs granted on March 31, 2023 under the company’s Long-Term Incentive Plan.
This was a tax-withholding disposition rather than an open-market sale, tied to a portion of the award vesting on March 31, 2026. Following the withholding, Newman directly holds 39,096 shares of Class A Common Stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Newman Hood Alisa
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock | 1,256 | $33.31 | $42K |
Holdings After Transaction:
Class A Common Stock — 39,096 shares (Direct)
Footnotes (1)
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Key Figures
Shares withheld for taxes: 1,256 shares
Withholding price per share: $33.31 per share
Shares held after transaction: 39,096 shares
+1 more
4 metrics
Shares withheld for taxes
1,256 shares
RSUs withheld to satisfy tax liability on March 31, 2026 vesting
Withholding price per share
$33.31 per share
Value used for the 1,256 withheld shares
Shares held after transaction
39,096 shares
Direct Class A Common Stock holdings after tax withholding
Tax-withholding share count
1,256 shares
Form 4 transactionSummary taxWithholdingShares
Key Terms
restricted stock units ("RSUs"), tax withholding liability, Long-Term Incentive Plan, tax-withholding disposition
4 terms
restricted stock units ("RSUs") financial
"Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability."
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
tax withholding liability financial
"RSUs withheld in satisfaction of the Reporting Person's tax withholding liability."
Long-Term Incentive Plan financial
"The RSUs were granted ... pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan")."
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition" for the F-code transaction."
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
FAQ
What insider transaction did Excelerate Energy (EE) report for Alisa Newman?
Excelerate Energy reported that executive Alisa Newman had 1,256 Class A shares withheld to satisfy tax obligations on vested restricted stock units. This was an internal tax-withholding event, not an open-market purchase or sale of shares.
What equity award plan did the Excelerate Energy (EE) RSUs come from?
The restricted stock units were granted on March 31, 2023 under the Excelerate Energy, Inc. Long-Term Incentive Plan. A portion of this RSU grant vested on March 31, 2026, triggering the tax-withholding event reported on Form 4.