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.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 717 | $0.00 | -- |
| Exercise | Restricted Stock Units | 1,697 | $0.00 | -- |
| Exercise | Restricted Stock Units | 5,156 | $0.00 | -- |
| Exercise | Restricted Stock Units | 5,604 | $0.00 | -- |
| Exercise | Common Stock | 5,604 | $0.00 | -- |
| Exercise | Common Stock | 5,156 | $0.00 | -- |
| Exercise | Common Stock | 1,697 | $0.00 | -- |
| Exercise | Common Stock | 717 | $0.00 | -- |
| Tax Withholding | Common Stock | 5,371 | $207.20 | $1.11M |
Footnotes (1)
- Represents shares of Expedia Group, Inc. Common Stock withheld for payment of taxes due in connection with the vesting of restricted stock units. Date at which first vesting occurs is indicated. One-ninth of the total number of restricted stock units vests on February 15, 2024 and an additional one-ninth on the fifteenth day of the second month in each quarter thereafter until fully vested. Date at which first vesting occurs is indicated. One-thirteenth of the total number of restricted stock units vests on February 15, 2024 and an additional one-thirteenth on the fifteenth day of the second month in each quarter thereafter until fully vested. Date at which first vesting occurs is indicated. One-sixteenth of the total number of restricted stock units vests on May 15, 2024 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested. Date at which first vesting occurs is indicated. One-twelfth (1/12th) of the total RSUs vests on May 15, 2025, with an additional one-twelfth (1/12th) vesting quarterly thereafter on each August 15, November 15, February 15, and May 15, until fully vested on February 15, 2028.
