Expedia CEO RSUs Vest; 5,371 Shares Withheld at $207.20
Rhea-AI Filing Summary
Ariane Gorin, Chief Executive Officer and Director of Expedia Group (EXPE), reported a series of stock transactions related to vested restricted stock units and withheld shares for taxes. The filing shows 13,174 shares acquired through vesting events executed on 08/15/2025 and related vesting schedules that began in 2024 and continue through 2028. The report also shows 5,371 shares disposed to satisfy tax withholding at a reported per-share value of $207.20, leaving reported beneficial ownership of 89,080 shares of common stock following the withholding. The disclosure lists the vesting cadence for multiple RSU grants, including quarterly vesting schedules and staggered multi-year vesting terms.
Positive
- Insider alignment: CEO received 13,174 shares via RSU vesting, reinforcing equity-based compensation alignment with shareholders
- Staggered vesting: Multi-year vesting schedules extend incentives through 2028, supporting executive retention
Negative
- Share withholding for taxes: 5,371 shares were disposed to satisfy tax obligations, reducing the CEO's reported holdings
- Reported per-share value for withholding: Tax withholding occurred at a stated value of $207.20, which may reflect a high notional tax cost
Insights
TL;DR: CEO Gorin received scheduled RSU vesting across multiple grants and shares were withheld to cover taxes, a routine executive compensation event.
The transactions reflect scheduled vesting of restricted stock units rather than open-market purchases or discretionary sales. Multiple grants with different vesting schedules began vesting in 2024 and continue through 2028, indicating standard multi-year equity incentives tied to retention and performance. The tax-withholding disposition reduced reported direct holdings from the aggregate post-vesting total to 89,080 shares. These filings are routine and consistent with compensation plans; they do not in themselves signal a change in corporate strategy or control.
TL;DR: The pattern shows continued executive equity compensation realization with staged vesting; tax-withholding is customary and material only to share count.
Aggregate RSU vestings on 08/15/2025 generated 13,174 newly vested shares across four grant schedules. The withholding of 5,371 shares at a stated value of $207.20 aligns with standard gross-up or net-settlement procedures for tax obligations. For investors assessing dilution or insider alignment, the important metrics are the net increase in outstanding insider-held shares and the multi-year vesting timelines that maintain future retention incentives through 2028.