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Elbit Systems (ESLT) CEO exercises options and sells 25,514 shares via trust

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

Rhea-AI Filing Summary

Elbit Systems President and CEO Bezhalel Machlis reported a compensation-related option exercise and share sale through an employee benefit trust. On April 9, 2026, an employee stock option for 30,000 Ordinary Shares was exercised at $134.34 per share, with the options and resulting shares held in trust by IBI Trust Management for his benefit.

Following the exercise, 4,486 shares were retained by Elbit Systems to pay the option exercise price, and the remaining 25,514 shares were sold in open-market transactions at $887.40 per share. After these transactions, the trust’s position in these reported Ordinary Shares from this grant was reduced to zero, and no related derivative position remains visible in this filing.

Positive

  • None.

Negative

  • None.
Insider Machlis Bezhalel
Role President and CEO
Sold 25,514 shs ($22.64M)
Type Security Shares Price Value
Exercise Employee Stock Option (right to buy) 30,000 $0.00 --
Exercise Ordinary shares, par value 1.00 NIS per share 30,000 $134.34 $4.03M
Tax Withholding Ordinary shares, par value 1.00 NIS per share 4,486 $898.47 $4.03M
Sale Ordinary shares, par value 1.00 NIS per share 25,514 $887.40 $22.64M
Holdings After Transaction: Employee Stock Option (right to buy) — 0 shares (Indirect, Held in an employee benefit trust by IBI Trust Management); Ordinary shares, par value 1.00 NIS per share — 30,000 shares (Indirect, Held in an employee benefit trust by IBI Trust Management)
Footnotes (1)
  1. Mr. Machlis's options and the shares resulting from any exercise of those options were held in trust in accordance with the terms of his award agreement and the plan under which they were granted. Mr. Machlis was the sole beneficiary of the options. These shares were retained by the Company in payment of the exercise price of the employee stock options exercised by Mr. Machlis. The amount retained by the Company was not in excess of the amount of the exercise price. The price was paid in New Israeli Shekel. For purposes of this Form 4, a conversion rate of NIS 3.142 for each USD $1.00 was used, which was the closing foreign exchange rate on the date immediately preceding the date of the transaction. These options vested and became exercisable in four tranches: 40% on April 7, 2023, 20% on April 7, 2024, 20% on April 7, 2025 and 20% on April 7, 2026.
Options exercised 30,000 options Employee stock options for Ordinary Shares exercised on April 9, 2026 at $134.34
Exercise price $134.34 per share Exercise price of employee stock options for 30,000 Ordinary Shares
Shares retained by company 4,486 shares Shares retained by Elbit Systems to pay the option exercise price
Tax/price payment value $898.47 per share Price per share used in the 4,486-share retention for exercise price or tax liability
Shares sold 25,514 shares Ordinary Shares sold in open-market transactions after option exercise
Sale price $887.40 per share Price per share for 25,514 Ordinary Shares sold on April 9, 2026
Employee Stock Option (right to buy) financial
"security_title: Employee Stock Option (right to buy)"
exercise or conversion of derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
tax-withholding disposition financial
"transaction_action: tax-withholding disposition"
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.
employee benefit trust financial
"nature_of_ownership: Held in an employee benefit trust by IBI Trust Management"
An employee benefit trust is a pool of shares or cash held by an independent trustee to deliver pay, bonuses or long-term incentives to a company’s staff. Think of it like a communal piggy bank managed by a neutral guardian that releases rewards to employees over time. Investors watch these trusts because they change how many shares are available, can affect voting control, and signal whether employee pay aligns with long-term company performance.
open-market sale financial
"transaction_action: open-market sale"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
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
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*
Machlis Bezhalel

(Last)(First)(Middle)
ADVANCED TECHNOLOGY CENTER PO BOX 539

(Street)
HAIFA3100401

(City)(State)(Zip)

ISRAEL

(Country)
2. Issuer Name and Ticker or Trading Symbol
ELBIT SYSTEMS LTD [ ESLT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
President and CEO
2a. Foreign Trading Symbol
[ESLT]
3. Date of Earliest Transaction (Month/Day/Year)
04/09/2026
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
Ordinary shares, par value 1.00 NIS per share04/09/2026M30,000A$134.3430,000IHeld in an employee benefit trust by IBI Trust Management(1)
Ordinary shares, par value 1.00 NIS per share04/09/2026F4,486(2)D$898.47(3)25,514IHeld in an employee benefit trust by IBI Trust Management(1)
Ordinary shares, par value 1.00 NIS per share04/09/2026S25,514D$887.4(3)0IHeld in an employee benefit trust by IBI Trust Management(1)
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
Employee Stock Option (right to buy)$134.3404/09/2026M30,000 (4)07/07/2027Ordinary Shares30,000$00IHeld in an employee benefit trust by IBI Trust Management(1)
Explanation of Responses:
1. Mr. Machlis's options and the shares resulting from any exercise of those options were held in trust in accordance with the terms of his award agreement and the plan under which they were granted. Mr. Machlis was the sole beneficiary of the options.
2. These shares were retained by the Company in payment of the exercise price of the employee stock options exercised by Mr. Machlis. The amount retained by the Company was not in excess of the amount of the exercise price.
3. The price was paid in New Israeli Shekel. For purposes of this Form 4, a conversion rate of NIS 3.142 for each USD $1.00 was used, which was the closing foreign exchange rate on the date immediately preceding the date of the transaction.
4. These options vested and became exercisable in four tranches: 40% on April 7, 2023, 20% on April 7, 2024, 20% on April 7, 2025 and 20% on April 7, 2026.
/s/ Adi Pinchas Confino, Attorney-in-Fact04/10/2026
** 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.
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.
* Form 4: SEC 1474 (03-26)

FAQ

What did Elbit Systems (ESLT) CEO Bezhalel Machlis report in this Form 4?

Bezhalel Machlis reported exercising employee stock options for 30,000 Elbit Systems shares and immediately disposing of the resulting shares. Part went to cover the exercise price, and the rest were sold in open-market transactions through an employee benefit trust.

How many Elbit Systems (ESLT) options did the CEO exercise and at what price?

He exercised employee stock options for 30,000 Ordinary Shares at an exercise price of $134.34 per share. These options were held in an employee benefit trust, and he was the sole beneficiary under the company’s equity compensation plan.

How many Elbit Systems (ESLT) shares were sold and at what price in this filing?

The trust associated with Bezhalel Machlis sold 25,514 Ordinary Shares at $887.40 per share. These were shares obtained from exercising employee stock options, after a separate portion was retained by Elbit Systems to cover the option exercise price.

What portion of the Elbit Systems (ESLT) shares covered taxes or exercise price?

Elbit Systems retained 4,486 shares in payment of the option exercise price for the 30,000 options exercised. According to the disclosure, the number of shares retained by the company did not exceed the amount required for that exercise price obligation.

How were the Elbit Systems (ESLT) options and shares held for the CEO?

The options and the shares resulting from their exercise were held in an employee benefit trust managed by IBI Trust Management. The filing notes that Bezhalel Machlis was the sole beneficiary of these options and the associated shares under his award agreement.

Are any options from this Elbit Systems (ESLT) grant still outstanding after the Form 4?

No related derivative position from this grant remains in the filing’s derivative summary. The 30,000 employee stock options, which vested in four tranches through April 7, 2026, were fully exercised, leaving no remaining options from this specific award.