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Emerson Electric (EMR) CEO gifts 5,578 shares to revocable trust

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Emerson Electric President and CEO Surendralal Lanca Karsanbhai reported a bona fide gift of 5,578 shares of Emerson common stock on February 5, 2026, transferring them to a revocable trust where he and his spouse serve as co-trustees.

After the transfer, he directly held 183,172 shares of common stock and indirectly held 287,093.0331 shares through the trust. He also reported additional indirect holdings through custodian accounts for his children and through 401(k) and 401(k) excess plans.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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*
Karsanbhai Surendralal Lanca

(Last) (First) (Middle)
C/O EMERSON ELECTRIC CO.
8027 FORSYTH BLVD.

(Street)
ST. LOUIS MO 63105

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
EMERSON ELECTRIC CO [ EMR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
02/05/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/05/2026 G(1) 5,578 D (2) 183,172 D
Common Stock 02/05/2026 G(1) 5,578 A (2) 287,093.0331 I By Trust
Common Stock 453.26 I Custodian Account for Daughter
Common Stock 453.26 I Custodian Account for Son
Common Stock 663.209 I 401(k) plan
Common Stock 49.635 I 401(k) excess plan
Common Stock 2,495.624 I 401(k) excess plan II
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Bona fide gift by Reporting Person of 5,578 shares to a revocable trust of which the Reporting Person and the Reporting Person's spouse are co-trustees.
2. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.
Remarks:
/s/ John A. Sperino, Attorney-in-Fact for Surendralal Lanca Karsanbhai 02/06/2026
** Signature of Reporting Person Date
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.

FAQ

What insider transaction did Emerson Electric (EMR) report on February 5, 2026?

Emerson Electric reported that President and CEO Surendralal Lanca Karsanbhai made a bona fide gift of 5,578 shares of common stock on February 5, 2026, transferring them to a revocable trust where he and his spouse are co-trustees.

How many Emerson (EMR) shares did the CEO gift to the revocable trust?

The CEO transferred 5,578 shares of Emerson common stock as a bona fide gift to a revocable trust. The filing notes this gift carried no price, as bona fide gifts are reported with price not applicable under the relevant reporting rules.

What are Surendralal Lanca Karsanbhai’s direct Emerson (EMR) holdings after the reported gift?

Following the reported gift transaction, Surendralal Lanca Karsanbhai directly held 183,172 shares of Emerson Electric common stock. This figure reflects his direct ownership position after moving 5,578 shares into the revocable trust structure.

How many Emerson (EMR) shares does the CEO hold indirectly through the revocable trust?

After the transaction, the Form 4 shows 287,093.0331 shares of Emerson common stock held indirectly by a revocable trust. Surendralal Lanca Karsanbhai and his spouse serve as co-trustees of this trust, which receives the 5,578-share bona fide gift.

What does transaction code G mean in the Emerson (EMR) Form 4 filing?

Transaction code G in this Form 4 indicates a bona fide gift. The filing explains that 5,578 shares were gifted to a revocable trust and clarifies that price is not applicable to acquisitions or dispositions that result from bona fide gifts.

What other indirect Emerson (EMR) share holdings did the CEO report?

The CEO reported additional indirect holdings including 453.26 shares in a custodian account for a daughter, 453.26 shares in a custodian account for a son, 663.209 shares in a 401(k) plan, and 2,545.259 shares across 401(k) excess-related plans.
Emerson Elec Co

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EMR Stock Data

84.83B
560.19M
0.29%
83.87%
2.73%
Specialty Industrial Machinery
Electronic & Other Electrical Equipment (no Computer Equip)
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United States
ST LOUIS