Emerson Electric CEO sells 9,650 shares via trust
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Form Type
4
Rhea-AI Filing Summary
Emerson Electric Co. President & CEO Surendralal Lanca Karsanbhai reported the sale of 9,650 shares of Emerson Electric common stock on August 11, 2026 at a weighted average price of $161.9139 per share, through an entity described as indirect ownership by trust. Following this sale, that trust-related position held 271,743.0331 shares. Separate entries show 183,298.4016 shares held directly, plus additional indirect holdings in various 401(k) plans and custodian accounts, reflecting the CEO’s remaining stake across different ownership vehicles.
Insights
Analyzing...
Insider Trade Summary
Net Seller: 9,650 shares
Net Sell
7 txns
Insider
Karsanbhai Surendralal Lanca
Role
President & CEO
Sold
9,650 shs ($1.56M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 9,650 | $161.9139 | $1.56M |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 271,743.0331 shares (Indirect, By Trust);
Common Stock — 183,298.4016 shares (Direct);
Common Stock — 453.26 shares (Indirect, Custodian Account for Son);
Common Stock — 453.26 shares (Indirect, Custodian Account for Daughter);
Common Stock — 668.527 shares (Indirect, 401(k) plan);
Common Stock — 50.033 shares (Indirect, 401(k) excess plan);
Common Stock — 2,515.651 shares (Indirect, 401(k) excess plan II)
Footnotes (2)
- F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.90 to $161.98, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
- F2. Includes 126.4016 shares acquired under the Issuer's employee stock purchase plan since the reporting person's last Form 4 filing.
Key Figures
Shares sold: 9,650 shares
Weighted average sale price: $161.9139 per share
Trust holdings after sale: 271,743.0331 shares
+5 more
8 metrics
Shares sold
9,650 shares
Common stock sale reported for August 11, 2026
Weighted average sale price
$161.9139 per share
Sale of 9,650 shares; trades ranged from $161.90 to $161.98
Trust holdings after sale
271,743.0331 shares
Indirect ownership by trust following the reported transaction
Direct holdings
183,298.4016 shares
Common stock held directly by the CEO as of August 11, 2026
ESPP shares included
126.4016 shares
Portion of direct holdings acquired under employee stock purchase plan
Custodian account for son
453.2600 shares
Indirect common stock holdings in a custodian account for son
Custodian account for daughter
453.2600 shares
Indirect common stock holdings in a custodian account for daughter
401(k) excess plan II
2,515.6510 shares
Indirect holdings in Emerson Electric 401(k) excess plan II
Key Terms
weighted average price, indirect ownership, employee stock purchase plan, 401(k) plan
4 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
indirect ownership financial
"total_shares_following_transaction 271743.0331, ownership_type indirect, By Trust"
employee stock purchase plan financial
"Includes 126.4016 shares acquired under the Issuer's employee stock purchase plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
401(k) plan financial
"nature_of_ownership 401(k) plan for certain indirect shareholdings"
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 insider transaction did EMR President & CEO Surendralal Lanca Karsanbhai report?
Surendralal Lanca Karsanbhai reported a sale of 9,650 shares of Emerson Electric common stock on August 11, 2026. The shares were sold at a weighted average price of $161.9139 per share through an indirectly owned trust.
What are Surendralal Lanca Karsanbhai’s reported direct holdings of EMR stock?
The filing lists 183,298.4016 shares of Emerson Electric common stock as directly owned. A footnote explains this direct balance includes 126.4016 shares acquired through the company’s employee stock purchase plan since the prior Form 4.
What additional indirect EMR holdings are reported for the CEO?
Beyond the trust, the CEO is reported with indirect holdings of 453.2600 shares in a custodian account for a son, 453.2600 shares for a daughter, and several 401(k) and excess plans totaling multiple small positions, each listed separately.
Does the EMR Form 4 indicate employee stock purchase plan activity?
Yes. A footnote states that the direct holding figure includes 126.4016 shares acquired through Emerson Electric’s employee stock purchase plan since the CEO’s last Form 4, indicating ongoing participation in that plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
