Ford (NYSE: F) HR chief gets major stock awards, withholds shares for taxes

(Neutral)

Form Type

Rhea-AI Filing Summary

Ford Motor Company executive Jennifer Waldo reported multiple equity award grants, conversions, and tax-related share dispositions. On March 3–4, 2026, Ford stock units were converted into common stock and new restricted stock units were granted under the company’s long-term incentive plan, including an award of 136,612 Ford Stock Units acquired without payment.

Common shares were also disposed of to Ford to cover income tax liabilities arising from the settlement of performance and restricted stock units, at prices reported between 12.70 and 13.39 per share. After these transactions, Waldo held 462,580 shares of Ford common stock directly, alongside continuing stock unit holdings.

Insider Trade Summary

Net Buyer: 98,407 shares

Net Buy 12 txns

Insider Waldo Jennifer

Role Chief People & E. Exp. Officer

Type	Security	Shares	Price	Value
Exercise	Ford Stock Units	31,083	$0.00	$0.00
Exercise	Ford Stock Units	37,631	$0.00	$0.00
Grant/Award	Ford Stock Units	136,612	$0.00	$0.00
Exercise	Common Stock, $0.01 par value	31,083	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock, $0.01 par value	13,503	$12.70	$171K
Exercise	Common Stock, $0.01 par value	37,631	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock, $0.01 par value	16,347	$2.70	$44K
Exercise	Ford Stock Units	22,875	$0.00	$0.00
Exercise	Common Stock, $0.01 par value	63,577	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock, $0.01 par value	18,077	$13.39	$242K
Exercise	Common Stock, $0.01 par value	22,875	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock, $0.01 par value	8,832	$13.39	$118K

Holdings After Transaction: Ford Stock Units — 245,041 shares (Direct); Common Stock, $0.01 par value — 462,580 shares (Direct)

Footnotes (5)

F1. These shares are a final award related to a 2023 performance-based restricted stock unit award and were acquired without payment.
F2. Shares withheld by the Company to cover income tax liabilities from the settlement of Performance Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F3. Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan.
F4. Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
F5. These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment. These Ford Restricted Stock Units will be converted and distributed, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2026), 66% after two years, and in full after three years.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 03/05/2026 - 04:40 PM

FAQ

What insider transactions did Ford (F) executive Jennifer Waldo report?

Jennifer Waldo reported equity award grants, conversions of Ford stock units into common shares, and related tax-withholding share dispositions. These transactions stem from Ford’s long-term incentive plan and include performance-based and restricted stock unit settlements rather than open-market purchases or sales.

How many Ford (F) stock units were newly granted to Jennifer Waldo?

Jennifer Waldo received a grant of 136,612 Ford Stock Units acquired without payment under Ford’s long-term incentive plan. According to the filing, these restricted stock units will convert into common shares over time, subject to the plan’s stated vesting schedule and distribution terms.

Did Jennifer Waldo sell Ford (F) shares on the open market?

The filing shows share dispositions coded as “F,” meaning shares were withheld by Ford to cover income tax liabilities from equity award settlements. These are tax-withholding transactions with the company, not discretionary open-market sales to third-party buyers on an exchange.

What are Jennifer Waldo’s Ford (F) common stock holdings after these transactions?

After the reported transactions on March 3–4, 2026, Jennifer Waldo directly held 462,580 shares of Ford common stock. She also retained Ford stock units and restricted stock units granted under Ford’s long-term incentive plan, which may convert into additional shares over time.

How will Jennifer Waldo’s new Ford (F) restricted stock units vest?

The filing states the newly acquired Ford Restricted Stock Units convert into common stock without payment: 33% after one year from the March 4, 2026 grant date, 66% after two years, and in full after three years, following Ford’s long-term incentive plan terms.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Waldo Jennifer

(Last)

(First)

(Middle)

ONE AMERICAN ROAD

(Street)

DEARBORN

48126

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
FORD MOTOR CO [ F ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chief People & E. Exp. Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/03/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock, $0.01 par value	03/03/2026		M		63,577⁽¹⁾	A	⁽¹⁾	427,750	D
Common Stock, $0.01 par value	03/03/2026		F		18,077⁽²⁾	D	$13.39	409,673	D
Common Stock, $0.01 par value	03/03/2026		M		22,875	A	⁽³⁾	432,548	D
Common Stock, $0.01 par value	03/03/2026		F		8,832⁽⁴⁾	D	$13.39	423,716	D
Common Stock, $0.01 par value	03/04/2026		M		31,083	A	⁽³⁾	454,799	D
Common Stock, $0.01 par value	03/04/2026		F		13,503⁽⁴⁾	D	$12.7	441,296	D
Common Stock, $0.01 par value	03/04/2026		M		37,631	A	⁽³⁾	478,927	D
Common Stock, $0.01 par value	03/04/2026		F		16,347⁽⁴⁾	D	$2.7	462,580	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Ford Stock Units	⁽³⁾	03/03/2026		M			22,875	⁽³⁾	⁽³⁾	Common Stock, $0.01 par value	22,875	⁽³⁾	0	D
Ford Stock Units	⁽³⁾	03/04/2026		M			31,083	⁽³⁾	⁽³⁾	Common Stock, $0.01 par value	31,083	⁽³⁾	32,025	D
Ford Stock Units	⁽³⁾	03/04/2026		M			37,631	⁽³⁾	⁽³⁾	Common Stock, $0.01 par value	37,631	⁽³⁾	76,404	D
Ford Stock Units	⁽⁵⁾	03/04/2026		A		136,612		⁽⁵⁾	⁽⁵⁾	Common Stock, $0.01 par value	136,612	⁽⁵⁾	136,612	D

Explanation of Responses:

1. These shares are a final award related to a 2023 performance-based restricted stock unit award and were acquired without payment.

2. Shares withheld by the Company to cover income tax liabilities from the settlement of Performance Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.

3. Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan.

4. Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.

5. These Ford Restricted Stock Units were acquired under the Company's Long-Term Incentive Plan without payment. These Ford Restricted Stock Units will be converted and distributed, without payment, in shares of Common Stock to the extent of 33% after one year from the date of grant (03/04/2026), 66% after two years, and in full after three years.

Remarks:

	Blair F. Petrillo, Attorney-in-Fact	03/05/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR