Eaton director reports RSU grant and tax share withholding
Eaton Corp plc director Karenann K. Terrell reported routine equity compensation activity involving company shares.
Rhea-AI Filing Summary
Eaton Corp plc director Karenann K. Terrell reported routine equity compensation activity involving company shares. On May 6, 2026, she exercised 621 ordinary-share equivalents from restricted stock units and received the same number of ordinary shares.
On the same date, 150 ordinary shares were disposed of through a tax-withholding transaction at $416.50 per share, covering tax obligations rather than representing an open-market sale. Following these transactions, she directly held 1,285 ordinary shares.
She was also granted 470 restricted stock units as compensation for her service on the Board. Each unit represents a contingent right to receive one ordinary share, with vesting terms tied to the first anniversary of the grant date and including adjustments for reinvested dividends.
Positive
- None.
Negative
- None.
Insider Trade Summary
621 shares exercised/converted
Exercise
4 txns
Insider
Terrell Karenann K
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 621 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units | 470 | $0.00 | $0.00 |
| Exercise | Ordinary Shares | 621 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Ordinary Shares | 150 | $416.50 | $62K |
Holdings After Transaction:
Restricted Stock Units — 470 contracts (Direct);
Ordinary Shares — 1,285 shares (Direct)
Footnotes (5)
- F1. The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors and vested in their entirety on the first anniversary of the date of grant. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
- F2. This field is not applicable.
- F3. Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature.
- F4. The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors. These restricted stock units will vest in their entirety on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one ordinary share of the Issuer.
- F5. Shares have been adjusted to account for reinvested dividends.
Key Figures
Tax-withheld shares: 150 ordinary shares at $416.50
RSUs exercised: 621 shares
New RSU grant: 470 restricted stock units
+1 more
4 metrics
Tax-withheld shares
150 ordinary shares at $416.50
Tax-withholding disposition on May 6, 2026
RSUs exercised
621 shares
Restricted stock units converted to ordinary shares on May 6, 2026
New RSU grant
470 restricted stock units
Board compensation award granted May 6, 2026
Shares held after transactions
1,435 ordinary shares
Direct holdings following May 6, 2026 activity
Key Terms
Restricted Stock Units, tax-withholding disposition, derivative exercise/conversion, dividend equivalent reinvestment feature, +1 more
5 terms
Restricted Stock Units financial
"The restricted stock units were granted to the reporting person as compensation for the reporting person's service as a member of the Issuer's Board of Directors"
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.
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
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.
derivative exercise/conversion financial
"Exercise or conversion of derivative security"
dividend equivalent reinvestment feature financial
"Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature"
FAQ
What insider transactions did Eaton (ETN) director Karenann Terrell report?
Karenann K. Terrell reported exercising 621 restricted stock units into ordinary shares, a tax-withholding disposition of 150 ordinary shares, and receiving a grant of 470 new restricted stock units as Board compensation, all dated May 6, 2026.
What restricted stock unit awards did the Eaton (ETN) director receive?
She received a grant of 470 restricted stock units as compensation for Board service. Each unit represents a contingent right to receive one Eaton ordinary share, with the award vesting in full on the first anniversary of the grant date, subject to dividend-related adjustments.
How are dividends treated in the Eaton (ETN) director’s restricted stock units?
The filing notes that amounts include restricted stock units acquired via a dividend equivalent reinvestment feature, and that shares have been adjusted to account for reinvested dividends, meaning dividend value is reinvested into additional units or share equivalents.
AI-generated analysis. How Rhea-AI works. Not financial advice.
