Edwards Lifesciences exec reports tax share disposition
Edwards Lifesciences Corp executive Donald E. Bobo Jr., Corporate Vice President of Strategy and Corporate Development, reported routine share updates and a small tax-related disposition of company stock.
Rhea-AI Filing Summary
Edwards Lifesciences Corp executive Donald E. Bobo Jr., Corporate Vice President of Strategy and Corporate Development, reported routine share updates and a small tax-related disposition of company stock. The filing shows a tax-withholding disposition of 469 shares of common stock at $83.98 per share, leaving him with 20,797.2532 shares held directly.
The filing also reports indirect holdings of 121,756 common shares held by a trust and 38,969.5756 shares represented in a 401(k) plan account, based on the plan administrator’s most recent statement. Overall, this Form 4 reflects mainly administrative updates and tax withholding rather than open-market buying or selling.
Positive
- None.
Negative
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Insider Trade Summary
Exercise Price or Tax Liability: 469 shares
Exercise Price or Tax Liability
3 txns
Insider
BOBO DONALD E JR
Role
CVP,Strategy/Corp Development
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 469 | $83.98 | $39K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 20,797.2532 shares (Direct);
Common Stock — 38,969.5756 shares (Indirect, 401(k));
Common Stock — 121,756 shares (Indirect, By Trust)
Footnotes (1)
- F1. Reflects shares represented on the most recent statement of the Issuer's 401(k) Plan Administrator.
Key Figures
Tax-withholding shares: 469 shares
Tax-withholding price: $83.98/share
Direct holdings after transaction: 20,797.2532 shares
+2 more
5 metrics
Tax-withholding shares
469 shares
Disposition under code F at $83.98 per share
Tax-withholding price
$83.98/share
Price for 469-share tax-withholding disposition
Direct holdings after transaction
20,797.2532 shares
Common stock held directly after tax withholding
Trust holdings
121,756 shares
Common stock held indirectly by trust
401(k) plan shares
38,969.5756 shares
Common stock represented in 401(k) plan statement
Key Terms
tax-withholding disposition, Common Stock, 401(k) Plan, indirect ownership
4 terms
tax-withholding disposition financial
"The filing shows a tax-withholding disposition of 469 shares of common stock"
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.
Common Stock financial
"tax-withholding disposition of 469 shares of common stock at $83.98 per share"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
401(k) Plan financial
"shares represented on the most recent statement of the Issuer's 401(k) Plan Administrator"
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.
indirect ownership financial
"reports indirect holdings of 121,756 common shares held by a trust"
FAQ
What did Edwards Lifesciences (EW) executive Donald E. Bobo Jr. report on this Form 4?
Donald E. Bobo Jr. reported a small tax-related disposition of Edwards Lifesciences common stock and updated his direct and indirect share holdings. The filing documents share counts held directly, by a trust, and in a 401(k) plan.
What are Donald E. Bobo Jr.’s direct Edwards Lifesciences (EW) holdings after this Form 4?
After the reported tax-withholding disposition, Donald E. Bobo Jr. holds 20,797.2532 Edwards Lifesciences common shares directly. This figure represents his remaining direct ownership position as reported in the Form 4 filing.
What indirect Edwards Lifesciences (EW) holdings are reported for Donald E. Bobo Jr.?
The Form 4 reports 121,756 Edwards Lifesciences common shares held indirectly by a trust and 38,969.5756 shares represented in a 401(k) plan account, based on the plan administrator’s most recent statement.
Does this Edwards Lifesciences (EW) Form 4 show any open-market stock sales or purchases?
The Form 4 does not show open-market purchases or sales. It records a tax-withholding disposition of 469 shares under code F and two holding entries updating indirect share positions in a trust and a 401(k) plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
