Edwards Lifesciences (EW) CFO covers taxes with 3,034 withheld shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Edwards Lifesciences Corp Chief Financial Officer Scott B. Ullem reported routine share dispositions to cover tax obligations tied to equity compensation. On May 7 and 8, a total of 3,034 common shares were withheld at prices of $83.20 and $82.76 per share. These were issuer tax-withholding transactions, not open-market sales. Ullem now holds 37,914 shares directly and 266,318 shares indirectly through a trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Ullem Scott B.
Role
CVP, Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,661 | $82.76 | $137K |
| Tax Withholding | Common Stock | 1,373 | $83.20 | $114K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 37,914 shares (Direct, null);
Common Stock — 266,318 shares (Indirect, By Trust)
Footnotes (1)
Key Figures
Tax-withheld shares May 8: 1,661 shares at $82.76
Tax-withheld shares May 7: 1,373 shares at $83.20
Total tax-withheld shares: 3,034 shares
+5 more
8 metrics
Tax-withheld shares May 8
1,661 shares at $82.76
Common Stock, tax-withholding disposition on May 8, 2026
Tax-withheld shares May 7
1,373 shares at $83.20
Common Stock, tax-withholding disposition on May 7, 2026
Total tax-withheld shares
3,034 shares
Sum of F-code tax-withholding dispositions
Direct holdings after May 8
37,914 shares
Total common shares directly owned following latest transaction
Direct holdings after May 7
39,575 shares
Total common shares directly owned following May 7 tax withholding
Indirect trust holdings
266,318 shares
Common shares held indirectly "By Trust" as of May 7, 2026
Price per share May 8
$82.76 per share
Value used for 1,661 tax-withheld shares on May 8, 2026
Price per share May 7
$83.20 per share
Value used for 1,373 tax-withheld shares on May 7, 2026
Key Terms
tax-withholding disposition, Common Stock, By Trust, Form 4
4 terms
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.
Common Stock financial
""security_title": "Common Stock""
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.
By Trust financial
""nature_of_ownership": "By Trust""
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
What did Edwards Lifesciences (EW) CFO Scott Ullem report in this Form 4?
Scott Ullem reported routine tax-withholding dispositions of company stock. A total of 3,034 Edwards Lifesciences common shares were withheld by the issuer to satisfy tax obligations related to equity compensation, rather than sold on the open market.
Were Scott Ullem’s Edwards Lifesciences (EW) transactions open-market sales?
No, the transactions were not open-market sales. Both entries used code F, meaning shares were delivered back to Edwards Lifesciences to cover tax liabilities on equity awards, a common administrative mechanism rather than discretionary selling activity.