Edwards Lifesciences exec exercises, sells 22,680 shares
Edwards Lifesciences Corp corporate VP Donald E. Bobo Jr. exercised employee stock options for 22,680 shares of common stock at an exercise price of $59.2567 per share.
Rhea-AI Filing Summary
Edwards Lifesciences Corp corporate VP Donald E. Bobo Jr. exercised employee stock options for 22,680 shares of common stock at an exercise price of $59.2567 per share. On the same date, he sold a total of 22,680 shares in open-market transactions at weighted average prices of $80.5915 and $80.0494 per share.
After these transactions, he directly holds 21,266.2532 shares of common stock, with additional indirect holdings of shares represented in a 401(k) plan and a trust. The filing states that these trades were effected under a Rule 10b5-1 trading plan adopted on February 27, 2025.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Exercise and Sale: 22,680 shares ($474K approx. pre-tax spread)
Exercise and Sale
6 txns
Insider
BOBO DONALD E JR
Role
CVP,Strategy/Corp Development
Sold
22,680 shs ($1.82M)
Approx. gross sale proceeds
$1.82M
Approx. exercise cost
$1.34M
Approx. pre-tax spread
$474K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Option (Right to Acquire) | 22,680 | $0.00 | $0.00 |
| Exercise | Common Stock | 22,680 | $59.2567 | $1.34M |
| Sale | Common Stock | 4,676 | $80.5915 | $377K |
| Sale | Common Stock | 18,004 | $80.0494 | $1.44M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (Right to Acquire) — 0 contracts (Direct);
Common Stock — 21,266.2532 shares (Direct);
Common Stock — 38,934.6294 shares (Indirect, 401(k));
Common Stock — 121,756 shares (Indirect, By Trust)
Footnotes (4)
- F1. The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2025.
- F2. This transaction was executed in multiple trades at prices ranging from $80.510 to $80.660. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected.
- F3. This transaction was executed in multiple trades at prices ranging from $79.490 to $80.435. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected.
- F4. Reflects shares represented on the most recent statement of the Issuer's 401(k) Plan Administrator.
Key Figures
Options exercised: 22,680 shares
Exercise price: $59.2567 per share
Shares sold (block 1): 4,676 shares at $80.5915
+5 more
8 metrics
Options exercised
22,680 shares
Employee stock options exercised on April 2, 2026
Exercise price
$59.2567 per share
Strike price for employee stock option exercise
Shares sold (block 1)
4,676 shares at $80.5915
Open-market sale of common stock on April 2, 2026
Shares sold (block 2)
18,004 shares at $80.0494
Second open-market sale block on April 2, 2026
Direct holdings after
21,266.2532 shares
Direct common stock owned after reported transactions
401(k) holdings
38,934.6294 shares
Shares represented in issuer’s 401(k) plan statement
Trust holdings
121,756 shares
Indirect ownership by trust reported in the filing
10b5-1 plan adoption date
February 27, 2025
Date the Rule 10b5-1 trading plan was adopted
Key Terms
Employee Stock Option (Right to Acquire), Rule 10b5-1 trading plan, open-market sale, weighted average sale price, +2 more
6 terms
Employee Stock Option (Right to Acquire) financial
"security_title: "Employee Stock Option (Right to Acquire)""
Rule 10b5-1 trading plan regulatory
"transactions were effected pursuant to a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
open-market sale financial
"transaction_action: "open-market sale" for common stock"
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.
weighted average sale price financial
"The price reported above reflects the weighted average sale price."
401(k) Plan financial
"shares represented on the most recent statement of the Issuer's 401(k) Plan"
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.
derivative security financial
"transaction_code_description: "Exercise or conversion of derivative security""
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
FAQ
What did Edwards Lifesciences (EW) executive Donald E. Bobo Jr. report on this Form 4?
He reported exercising employee stock options for 22,680 Edwards Lifesciences shares and selling 22,680 common shares in open-market trades. The activity reflects an exercise-and-sell pattern rather than a new open-market purchase of stock.
How many Edwards Lifesciences (EW) options did Donald E. Bobo Jr. exercise and at what price?
He exercised employee stock options covering 22,680 Edwards Lifesciences shares at an exercise price of $59.2567 per share. These options were originally granted earlier and were exercised before their stated expiration date in 2026.
Were Donald E. Bobo Jr.’s Edwards Lifesciences (EW) trades made under a Rule 10b5-1 plan?
Yes. The filing states all reported transactions were effected under a Rule 10b5-1 trading plan adopted on February 27, 2025. Such plans pre-schedule trades, making their timing more routine and less discretionary.
Does this Edwards Lifesciences (EW) Form 4 show any remaining stock options after the exercise?
The Form 4 reports the exercise of 22,680 employee stock options and shows no remaining derivative positions in the derivative summary. This indicates those specific options were fully exercised in the reported transaction.
AI-generated analysis. How Rhea-AI works. Not financial advice.
